MARW — Allianzim U.S. Equity Buffer20 Mar ETF Institutional Holders · Q3 2026
Who owns Allianzim U.S. Equity Buffer20 Mar ETF (MARW)? 4 institutions reported holding $2.70M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Castle Rock Wealth Management, LLC ($1.3M), Farther Finance Advisors, LLC ($1.1M), First Heartland Consultants, Inc. ($331,065).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Castle Rock Wealth Management, LLC | $1.3M | 34,264 | Trimmed |
| 2 | Farther Finance Advisors, LLC | $1.1M | 29,669 | Trimmed |
| 3 | First Heartland Consultants, Inc. | $331,065 | 8,977 | Trimmed |
| 4 | CoreCap Advisors, LLC | $3,098 | 84 | New |
Source: SEC Form 13F filings · as of 2026-09-30