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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 47    7
Total shares held : 
 9,863,431  
% of shares held : 
 10.96%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   15  
Amount of shares held : 
 7,365,023  
% of shares held change : 
   8.18%  
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
 984,219
 9.98%
 
Increased Positions :
19
 6,507,445
 65.98%
 
Unchanged Positions :
7
 138,266
 1.4%
 
Decreased Positions :
11
-100,157
-1.02%
 
Closed Positions :
3
-26,484
-0.27%
 
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
   AE Wealth Management LLC 14 - 2023-12-31 5,560,329 $170,368,000 5,173,073
   Compass Advisory Group LLC - 2024-03-31 892,718 $28,063,000 35,077
   COMMONWEALTH EQUITY SERVICES LLC. 566 - 2024-03-31 528,233 $16,605,000 240,732
   AXXCESS WEALTH MANAGEMENT LLC 74 - 2023-12-31 345,112 $10,457,000 101,628
   Outlook Wealth Advisors LLC 8 - 2024-03-31 287,217 $9,029,000 83,760
   Sigma Planning Corp *New 2024-03-31 255,130 $8,020,000 255,130
   Strategic Blueprint LLC 42 - 2024-03-31 251,539 $7,907,000 121,896
   RAYMOND JAMES & ASSOCIATES 1372 - 2024-03-31 216,393 $6,802,000 8,656
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1048 *New 2024-03-31 185,230 $5,823,000 185,230
   Advisor Group Holdings Inc. 1095 - 2023-12-31 190,108 $5,760,000 -59,091
   ENVESTNET ASSET MANAGEMENT INC 1878 - 2023-12-31 169,509 $5,136,000 44,650
   FINANCIAL NETWORK 606 - 2023-12-31 152,833 $4,631,000 3,687
   BCGM Wealth Management LLC 15 - 2023-12-31 129,273 $3,917,000 987
   CENTAURUS FINANCIAL INC. 91 - 2023-12-31 113,457 $3,438,000 -990
   Great Lakes Retirement Inc. 36 - 2023-12-31 112,108 $3,397,000 96,784
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1092 - 2024-03-31 84,225 $2,648,000 57,667
   IFP Advisors Inc 184 - 2023-12-31 84,957 $2,574,000 -189
   Atria Wealth Solutions Inc. 533 - 2023-12-31 82,348 $2,495,000 -8,942
   AMERICAN ASSET MANAGEMENT INC. 3 - 2024-03-31 78,333 $2,462,000 43,233
   RFG Advisory Group LLC 193 *New 2024-03-31 76,664 $2,410,000 76,664
   Kestra Advisory Services LLC 728 - 2023-12-31 77,206 $2,339,000 1,300
   MML INVESTORS SERVICES LLC 939 - 2023-12-31 74,335 $2,252,000 673
   Long Island Wealth Management Inc. 21 - 2023-12-31 72,225 $2,188,000 0
   Authentikos Wealth Advisory LLC 15 - 2023-12-31 59,203 $1,794,000 51,590
   Cetera Investment Advisers 931 - 2023-12-31 46,998 $1,424,000 -2,474
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 233 - 2024-03-31 36,333 $1,142,000 -11,037
   Epic Trust Investment Advisors LLC 18 - 2024-03-31 31,244 $982,000 600
   Spire Wealth Management 411 - 2024-03-31 26,825 $843,000 -4
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 84 - 2024-03-31 24,400 $767,000 -347
   Koshinski Asset Management Inc. 243 - 2023-12-31 20,685 $627,000 3,055
   MULTIFINANCIAL SECURITIES CORP 1007 - 2023-12-31 20,434 $619,000 -17,044
   PARK AVENUE SECURITIES LLC 861 - 2024-03-31 19,584 $616,000 2,407
   Csenge Advisory Group - 2024-03-31 18,763 $590,000 4,979
   PFG Advisors 360 *New 2023-12-31 16,666 $505,000 16,666
   LPL FINANCIAL CORP 3604 *New 2023-12-31 16,608 $503,000 16,608
   WEALTHSOURCE PARTNERS LLC 337 - 2023-12-31 15,450 $468,000 -400
   CITADEL ADVISORS LLC 3682 - 2023-12-31 15,153 $459,000 15,153
   Focus Financial Network Inc. 404 - 2024-03-31 14,076 $436,000 0
   Wealthquest Corp 83 - 2023-12-31 14,197 $430,000 -1,392
   Kingdom Financial Group LLC. 50 *New 2023-12-31 11,911 $361,000 11,911
   Envestnet Portfolio Solutions Inc. 1228 - 2023-12-31 11,252 $341,000 1,259
   HARBOUR INVESTMENTS INC. 700 - 2023-12-31 10,164 $308,000 -2,297
   DHJJ Financial Advisors Ltd. 122 - 2024-03-31 8,425 $265,000 -18
   Sentinus LLC 168 - 2023-06-30 8,386 $242,000 0
   GTS SECURITIES LLC 1236 *New 2023-12-31 7,435 $225,000 7,435
   NBC SECURITIES INC. 782 - 2024-03-31 5,799 $182,000 245
   Pineridge Advisors LLC - 2023-12-31 1,821 $55,000 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 221 - 2023-12-31 1,553 $47,000 1,478
   COMERICA BANK 2783 - 2023-12-31 1,207 $37,000 0
   Richard W. Paul & Associates LLC - 2023-12-31 171 $5,000 153
   Sound Income Strategies LLC 1050 *New 2024-03-31 59 $2,000 59
   UBS Group AG 7071 *Closed 2023-12-31 0 $0 -2,194
   B.O.S.S. Retirement Advisors LLC 130 *Closed 2024-03-31 0 $0 -176,124
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   AdvisorNet Financial Inc 2144 *Closed 2024-03-31 0 $0 -1,000
   Lloyd Advisory Services LLC. 155 *Closed 2024-03-31 0 $0 -444,692
   OLD MISSION CAPITAL LLC 1202 *Closed 2023-12-31 0 $0 -10,298
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6594 *Closed 2023-12-31 0 $0 -13,992
  58 Records found
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