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Get Institutions for : 
Allianzim Us Large Cap Buffer20 Jul Etf (AZBL)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 51    8
Total shares held : 
 5,873,407  
% of shares held : 
 65.26%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 1,368  
% of shares held change : 
   0.02%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 187,640
 3.19%
 
Increased Positions :
10
 354,652
 6.04%
 
Unchanged Positions :
13
 181,740
 3.09%
 
Decreased Positions :
18
-515,566
-8.78%
 
Closed Positions :
2
-25,358
-0.43%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   COMMONWEALTH EQUITY SERVICES LLC. 246 - 2024-03-31 1,387,880 $45,261,000 -101,208
   Advisor Group Holdings Inc. 598 - 2024-03-31 368,127 $12,005,000 -181,434
   Strategic Blueprint LLC 37 - 2024-03-31 265,277 $8,651,000 17,183
   CENTAURUS FINANCIAL INC. 46 - 2024-03-31 214,133 $6,983,000 -1,885
   FINANCIAL NETWORK 636 - 2024-03-31 150,143 $4,896,000 -38,454
   Kestra Advisory Services LLC 565 - 2024-03-31 135,593 $4,422,000 -24,962
   ENVESTNET ASSET MANAGEMENT INC 2544 - 2024-03-31 62,229 $2,029,000 -2,118
   OLD MISSION CAPITAL LLC 247 - 2024-03-31 55,839 $1,821,000 48,503
   Compass Advisory Group LLC 24 - 2024-03-31 55,261 $1,802,000 -1,015
   Long Island Wealth Management Inc. 24 - 2024-03-31 52,598 $1,715,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1387 - 2024-03-31 50,427 $1,645,000 -672
   Atria Wealth Solutions Inc. 737 - 2024-03-31 45,542 $1,485,000 -13,096
   WEALTHSOURCE PARTNERS LLC 166 - 2023-12-31 42,437 $1,324,000 0
   LPL FINANCIAL CORP 3007 - 2024-03-31 34,947 $1,140,000 10,460
   MULTIFINANCIAL SECURITIES CORP 1128 - 2024-03-31 32,411 $1,057,000 -35,786
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2616 - 2024-03-31 29,332 $957,000 -5,403
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 270 - 2024-03-31 28,565 $932,000 -10,837
   LINCOLN NATIONAL CORP 620 - 2024-03-31 21,733 $709,000 -680
   Focus Financial Network Inc. 319 - 2024-03-31 20,371 $658,000 0
   Wealth Group Ltd. 50 - 2024-03-31 19,692 $642,000 0
   FOCUS FINANCIAL NETWORK INC /ADV 404 - 2023-12-31 20,371 $636,000 0
   MML INVESTORS SERVICES LLC 1660 - 2024-03-31 19,291 $629,000 820
   Clear Point Advisors Inc. 53 - 2024-03-31 18,521 $604,000 0
   JANE STREET GROUP LLC 3765 - 2024-03-31 16,674 $544,000 -1,868
   AE Wealth Management LLC 811 - 2024-03-31 15,587 $508,000 -1,850,467
   RFG Advisory Group LLC 506 - 2024-03-31 15,278 $498,000 -112,306
   Cetera Investment Advisers 1230 - 2024-03-31 14,192 $463,000 -76,840
   Envestnet Portfolio Solutions Inc. 1182 - 2024-03-31 13,162 $429,000 1,893
   Imprint Wealth LLC 202 *New 2024-03-31 11,050 $360,000 11,050
   Csenge Advisory Group 509 - 2024-03-31 10,973 $358,000 -2,984
   HARBOUR INVESTMENTS INC. 673 - 2023-12-31 10,885 $340,000 0
   HRT FINANCIAL LLC 1412 *New 2024-03-31 10,179 $331,000 10,179
   J P MORGAN CHASE & CO 3956 *New 2024-03-31 10,137 $331,000 10,137
   HB Wealth Management LLC 647 - 2024-03-31 9,357 $305,000 0
   DHJJ Financial Advisors Ltd. 113 - 2024-03-31 8,940 $292,000 -47
   TWO SIGMA SECURITIES LLC 695 - 2024-03-31 8,309 $271,000 1,304
   Accurate Wealth Management LLC 259 - 2024-03-31 7,040 $226,000 -610
   FIRST HEARTLAND CONSULTANTS INC 394 - 2024-03-31 6,625 $216,000 0
   Moors & Cabot Inc. 816 *New 2024-03-31 6,150 $201,000 6,150
   Farther Finance Advisors LLC 721 - 2024-03-31 5,440 $177,000 -60
   Allianz Investment Management U.S. LLC 33 - 2024-03-31 5,000 $163,000 0
   AdvisorNet Financial Inc 602 - 2024-03-31 3,453 $113,000 -1,000
   UBS Group AG 5206 - 2024-03-31 1,958 $64,000 1,012
   MORGAN STANLEY 5963 - 2024-03-31 1,650 $54,000 -250
   NBC SECURITIES INC. 1409 - 2024-03-31 700 $22,000 0
   Pineridge Advisors LLC 252 - 2024-03-31 414 $14,000 -1,251
   IFP Advisors Inc 2091 - 2023-12-31 376 $12,000 0
   TUCKER ASSET MANAGEMENT LLC 449 *New 2023-12-31 399 $12,000 399
   Sound Income Strategies LLC 896 *New 2024-03-31 163 $5,000 163
   PROEQUITIES INC. 3698 - 2024-03-31 0 $0 0
   H D Vest Advisory Services 1643 *Closed 2024-03-31 0 $0 -7,324
   Feltz Wealth PLAN Inc. 313 *Closed 2024-03-31 0 $0 -18,349
   Koshinski Asset Management Inc. 588 *Closed 2024-03-31 0 $0 -11,330
   Richard W. Paul & Associates LLC 494 *Closed 2024-03-31 0 $0 -119
   Outlook Wealth Advisors LLC 278 *Closed 2024-03-31 0 $0 -51,156
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 820 *Closed 2024-03-31 0 $0 -310
   Lloyd Advisory Services LLC. 148 *Closed 2024-03-31 0 $0 -70,931
   Great Lakes Retirement Inc. 225 *Closed 2024-03-31 0 $0 -25,005
   KINGSWOOD WEALTH ADVISORS LLC 688 *Closed 2024-03-31 0 $0 -7,075
   B.O.S.S. Retirement Advisors LLC 206 *Closed 2024-03-31 0 $0 -120,791
   Authentikos Wealth Advisory LLC 68 *Closed 2024-03-31 0 $0 -41,264
   Wealthquest Corp 139 *Closed 2024-03-31 0 $0 -125,229
  62 Records found
  1    
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