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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 40    7
Total shares held : 
 2,997,822  
% of shares held : 
 29.54%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   22  
Amount of shares held : 
 500,749  
% of shares held change : 
   4.93%  
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 :
9
 215,916
 7.2%
 
Increased Positions :
19
 290,229
 9.68%
 
Unchanged Positions :
8
 106,226
 3.54%
 
Decreased Positions :
4
-4,877
-0.16%
 
Closed Positions :
2
-519
-0.02%
 
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. 278 - 2024-03-31 1,193,712 $40,419,000 -37,288
   Advisor Group Holdings Inc. 915 - 2023-12-31 246,004 $8,049,000 40,100
   Kestra Advisory Services LLC 342 - 2023-12-31 221,574 $7,250,000 14,438
   RAYMOND JAMES & ASSOCIATES 1375 - 2024-03-31 200,543 $6,790,000 393
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 13 - 2024-03-31 139,423 $4,721,000 -2,699
   CENTAURUS FINANCIAL INC. 101 - 2023-12-31 90,641 $2,966,000 21,313
   Atria Wealth Solutions Inc. 493 - 2023-12-31 84,744 $2,773,000 27,052
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1463 - 2024-03-31 81,724 $2,767,000 3,216
   Compass Advisory Group LLC 15 - 2024-03-31 81,498 $2,760,000 -52
   ENVESTNET ASSET MANAGEMENT INC 2262 - 2023-12-31 83,813 $2,742,000 21,219
   Strategic Blueprint LLC 114 - 2024-03-31 76,647 $2,595,000 -359
   PFG Advisors 150 *New 2023-12-31 64,654 $2,115,000 64,654
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2116 - 2023-12-31 49,486 $1,619,000 40,570
   Long Island Wealth Management Inc. 25 - 2023-12-31 45,541 $1,490,000 0
   FINANCIAL NETWORK 1319 - 2023-12-31 32,860 $1,075,000 5,789
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1685 - 2024-03-31 31,234 $1,058,000 0
   WEALTHSOURCE PARTNERS LLC 192 - 2023-12-31 31,657 $1,036,000 0
   Envestnet Portfolio Solutions Inc. 794 - 2023-12-31 30,326 $992,000 13,274
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 269 - 2024-03-31 27,643 $936,000 -10,979
   Cetera Investment Advisers 1152 - 2023-12-31 27,647 $905,000 2,192
   LPL FINANCIAL CORP 3101 - 2023-12-31 27,081 $886,000 12,368
   MULTIFINANCIAL SECURITIES CORP 888 - 2023-12-31 23,566 $771,000 3,970
   DHJJ Financial Advisors Ltd. 62 - 2024-03-31 20,133 $682,000 -525
   LINCOLN NATIONAL CORP 680 - 2024-03-31 17,616 $596,000 -235
   Certified Advisory Corp 176 *New 2023-12-31 13,724 $449,000 13,724
   Spire Wealth Management 548 - 2024-03-31 13,209 $447,000 -1
   Diligent Investors LLC 211 *New 2023-12-31 11,410 $373,000 11,410
   Wealth Group Ltd. 95 - 2024-03-31 10,452 $354,000 0
   HB Wealth Management LLC 621 - 2024-03-31 9,908 $335,000 0
   CITADEL ADVISORS LLC 3987 *New 2023-12-31 10,144 $332,000 10,144
   FIRST HEARTLAND CONSULTANTS INC 289 - 2023-12-31 8,935 $292,000 1,184
   PANORAMIC INVESTMENT ADVISORS LLC 98 - 2024-03-31 7,500 $254,000 0
   Private Advisor Group LLC 2040 - 2024-03-31 6,600 $223,000 0
   Change Path LLC 582 *New 2023-12-31 6,414 $210,000 6,414
   HARBOUR INVESTMENTS INC. 874 - 2023-12-31 5,774 $189,000 2,637
   Allianz Investment Management U.S. LLC 30 - 2023-12-31 5,000 $164,000 0
   IFP Advisors Inc 1022 - 2023-12-31 4,941 $162,000 2,915
   AdvisorNet Financial Inc 621 - 2024-03-31 3,070 $104,000 -1,000
   UBS Group AG 5038 - 2023-12-31 2,517 $82,000 2,517
   Farther Finance Advisors LLC 2628 - 2023-12-31 20 $1,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3202 *Closed 2023-12-31 0 $0 -517
   PROEQUITIES INC. 7911 - 2024-03-31 0 $0 0
   Authentikos Wealth Advisory LLC 455 *Closed 2023-12-31 0 $0 -2
   FMR LLC 5499 *New 2023-12-31 1 $0 1
  44 Records found
  1    
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