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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 46    9
Total shares held : 
 2,600,880  
% of shares held : 
 58.71%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   17  
Amount of shares held : 
 968,640  
% of shares held change : 
   21.87%  
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
 217,068
 8.35%
 
Increased Positions :
19
 845,885
 32.52%
 
Unchanged Positions :
6
 26,841
 1.03%
 
Decreased Positions :
11
-93,772
-3.61%
 
Closed Positions :
1
-541
-0.02%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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 229 - 2023-12-31 689,010 $19,526,000 182,124
   COMMONWEALTH EQUITY SERVICES LLC. 511 - 2024-03-31 655,067 $19,010,000 -30,006
   Advisor Group Holdings Inc. 793 - 2024-03-31 274,221 $7,958,000 -126,702
   Kestra Advisory Services LLC 652 - 2023-12-31 99,405 $2,819,000 19,422
   Atria Wealth Solutions Inc. 622 *New 2023-12-31 64,717 $1,835,000 64,717
   Strategic Blueprint LLC 194 - 2024-03-31 46,216 $1,341,000 22
   Cetera Investment Advisers 1041 - 2023-12-31 40,128 $1,138,000 24,285
   FIRST HEARTLAND CONSULTANTS INC 165 - 2024-03-31 34,673 $1,006,000 6,333
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1803 - 2024-03-31 30,398 $882,000 5,620
   Wealth Group Ltd. 42 - 2024-03-31 28,932 $840,000 0
   Envestnet Portfolio Solutions Inc. 911 - 2024-03-31 28,598 $830,000 -2,061
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2162 - 2024-03-31 28,487 $827,000 999
   ENVESTNET ASSET MANAGEMENT INC 3234 - 2023-12-31 20,286 $575,000 -17,730
   OLD MISSION CAPITAL LLC 600 - 2023-12-31 18,522 $525,000 18,522
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3435 - 2024-03-31 17,200 $499,000 -36,457
   LPL FINANCIAL CORP 3751 - 2024-03-31 16,358 $475,000 8,943
   PFG Advisors 435 - 2024-03-31 14,643 $425,000 571
   Maxwell Wealth Strategies Inc. 66 - 2023-12-31 14,999 $425,000 0
   FINANCIAL NETWORK 2031 *New 2023-12-31 14,499 $411,000 14,499
   AdvisorNet Financial Inc 335 - 2024-03-31 13,985 $406,000 0
   HBW Advisory Services LLC 213 - 2024-03-31 12,366 $351,000 0
   Long Island Wealth Management Inc. 66 - 2023-12-31 9,800 $278,000 0
   Merit Financial Group LLC 743 - 2024-03-31 9,323 $271,000 0
   Wealthquest Corp 116 - 2024-03-31 8,230 $239,000 -3,522
   MULTIFINANCIAL SECURITIES CORP 1576 - 2023-12-31 7,895 $224,000 7,895
   CITADEL ADVISORS LLC 4335 - 2023-12-31 7,765 $220,000 -12,934
   Authentikos Wealth Advisory LLC 57 - 2023-12-31 7,097 $201,000 -1,697
   Allianz Investment Management U.S. LLC 33 - 2023-12-31 5,000 $142,000 -53,201
   CREATIVE FINANCIAL DESIGNS INC /ADV 581 - 2024-03-31 3,162 $92,000 12
   HARBOUR INVESTMENTS INC. 1165 - 2023-12-31 3,217 $91,000 1,799
   DHJJ Financial Advisors Ltd. 297 - 2024-03-31 1,290 $37,000 0
   IFP Advisors Inc 1654 - 2023-12-31 1,231 $35,000 0
   NBC SECURITIES INC. 1392 - 2024-03-31 800 $23,000 0
   Pineridge Advisors LLC - 2023-12-31 318 $9,000 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 511 - 2023-12-31 181 $5,000 -52
   TUCKER ASSET MANAGEMENT LLC 759 *New 2023-12-31 68 $2,000 68
   Sound Income Strategies LLC 1093 *New 2024-03-31 64 $2,000 64
   UBS Group AG 6758 - 2023-12-31 43 $1,000 -1,657
   Richard W. Paul & Associates LLC - 2023-12-31 25 $1,000 6
   Great Lakes Retirement Inc. 214 *Closed 2024-03-31 0 $0 -13,510
   PROEQUITIES INC. 2883 - 2024-03-31 0 $0 0
   Feltz Wealth PLAN Inc. 316 *Closed 2024-03-31 0 $0 -31,424
   B.O.S.S. Retirement Advisors LLC 139 *Closed 2024-03-31 0 $0 -26,092
   Koshinski Asset Management Inc. 630 *Closed 2024-03-31 0 $0 -10,105
   Outlook Wealth Advisors LLC 269 *Closed 2024-03-31 0 $0 -8,111
   Impact Partnership Wealth LLC 976 *Closed 2023-12-31 0 $0 -541
   Mid-American Wealth Advisory Group Inc. 49 *Closed 2024-03-31 0 $0 -31,739
   CWM LLC 4558 *Closed 2024-03-31 0 $0 -11
   ADVISORY SERVICES NETWORK, LLC 3393 *Closed 2024-03-31 0 $0 -128
   Lloyd Advisory Services LLC. 149 *Closed 2024-03-31 0 $0 -96,816
   Accurate Wealth Management LLC 303 *Closed 2024-03-31 0 $0 -7,859
  51 Records found
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