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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
   AE Wealth Management LLC 66 - 2023-12-31 1,866,054 $59,247,000 216,507
   COMMONWEALTH EQUITY SERVICES LLC. 246 - 2024-03-31 1,387,880 $45,261,000 -101,208
   Advisor Group Holdings Inc. 532 - 2023-12-31 549,561 $17,146,000 -240,724
   Strategic Blueprint LLC 37 - 2024-03-31 265,277 $8,651,000 17,183
   CENTAURUS FINANCIAL INC. 41 - 2023-12-31 216,018 $6,740,000 -3,866
   FINANCIAL NETWORK 506 - 2023-12-31 188,597 $5,884,000 10,300
   Kestra Advisory Services LLC 448 - 2023-12-31 160,555 $5,009,000 -8,497
   Wealthquest Corp 30 - 2023-12-31 125,229 $3,907,000 -116,998
   Cetera Investment Advisers 645 - 2023-12-31 91,032 $2,840,000 63,739
   MULTIFINANCIAL SECURITIES CORP 482 - 2023-12-31 68,197 $2,128,000 4,033
   ENVESTNET ASSET MANAGEMENT INC 2459 - 2023-12-31 64,347 $2,008,000 -27,626
   Atria Wealth Solutions Inc. 624 - 2023-12-31 58,638 $1,830,000 -546
   Compass Advisory Group LLC - 2024-03-31 55,261 $1,802,000 -1,015
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1387 - 2024-03-31 50,427 $1,645,000 -672
   Long Island Wealth Management Inc. 23 - 2023-12-31 52,598 $1,641,000 0
   WEALTHSOURCE PARTNERS LLC 166 - 2023-12-31 42,437 $1,324,000 0
   Authentikos Wealth Advisory LLC 19 - 2023-12-31 41,264 $1,287,000 -1,931
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2682 *New 2023-12-31 34,735 $1,084,000 34,735
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 270 - 2024-03-31 28,565 $932,000 -10,837
   Great Lakes Retirement Inc. 142 - 2023-12-31 25,005 $780,000 -3,025
   LPL FINANCIAL CORP 3243 - 2023-12-31 24,487 $764,000 15,627
   LINCOLN NATIONAL CORP - 2024-03-31 21,733 $709,000 -680
   Focus Financial Network Inc. 319 - 2024-03-31 20,371 $658,000 0
   FOCUS FINANCIAL NETWORK INC /ADV 404 - 2023-12-31 20,371 $636,000 0
   JANE STREET GROUP LLC 3778 *New 2023-12-31 18,542 $579,000 18,542
   MML INVESTORS SERVICES LLC 1668 *New 2023-12-31 18,471 $576,000 18,471
   Feltz Wealth PLAN Inc. 201 - 2023-12-31 18,349 $572,000 2,276
   RFG Advisory Group LLC 506 - 2024-03-31 15,278 $498,000 -112,306
   Csenge Advisory Group - 2024-03-31 10,973 $358,000 -2,984
   Koshinski Asset Management Inc. 356 *New 2023-12-31 11,330 $353,000 11,330
   Envestnet Portfolio Solutions Inc. 1208 *New 2023-12-31 11,269 $352,000 11,269
   HARBOUR INVESTMENTS INC. 673 - 2023-12-31 10,885 $340,000 0
   HB Wealth Management LLC - 2024-03-31 9,357 $305,000 0
   DHJJ Financial Advisors Ltd. 113 - 2024-03-31 8,940 $292,000 -47
   H D Vest Advisory Services 1386 - 2023-12-31 7,324 $229,000 -2,246
   OLD MISSION CAPITAL LLC 797 *New 2023-12-31 7,336 $229,000 7,336
   Accurate Wealth Management LLC 259 - 2024-03-31 7,040 $226,000 -610
   TWO SIGMA SECURITIES LLC 816 *New 2023-12-31 7,005 $219,000 7,005
   FIRST HEARTLAND CONSULTANTS INC 345 - 2023-12-31 6,625 $207,000 -315
   Farther Finance Advisors LLC 604 - 2023-12-31 5,500 $172,000 0
   Allianz Investment Management U.S. LLC 31 - 2023-12-31 5,000 $156,000 0
   AdvisorNet Financial Inc 602 - 2024-03-31 3,453 $113,000 -1,000
   MORGAN STANLEY 5898 - 2023-12-31 1,900 $59,000 -160
   Pineridge Advisors LLC - 2023-12-31 1,665 $52,000 0
   UBS Group AG 5542 *New 2023-12-31 946 $30,000 946
   NBC SECURITIES INC. 1409 - 2024-03-31 700 $22,000 0
   IFP Advisors Inc 2091 - 2023-12-31 376 $12,000 0
   TUCKER ASSET MANAGEMENT LLC 449 *New 2023-12-31 399 $12,000 399
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 407 - 2023-12-31 310 $10,000 -23
   Sound Income Strategies LLC 896 *New 2024-03-31 163 $5,000 163
   Richard W. Paul & Associates LLC - 2023-12-31 119 $4,000 22
   Impact Partnership Wealth LLC 795 *Closed 2023-12-31 0 $0 -3,451
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   Outlook Wealth Advisors LLC 278 *Closed 2024-03-31 0 $0 -51,156
   Lloyd Advisory Services LLC. 148 *Closed 2024-03-31 0 $0 -70,931
   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
   CITADEL ADVISORS LLC 6642 *Closed 2023-12-31 0 $0 -21,907
  58 Records found
  1    
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