Who Owns ALLIANZIM U.S. EQUITY BUFFER10 SEP ETF (SEPT)? -- Institutional Holders (2026-06-30)

40 institutions reported holding $24.7M of ALLIANZIM U.S. EQUITY BUFFER10 SEP ETF (SEPT) in SEC 13F filings for 2026-06-30. Largest institutional holders: COMMONWEALTH EQUITY SERVICES, LLC ($9.8M), OSAIC HOLDINGS, INC. ($2.0M), RAYMOND JAMES FINANCIAL INC ($1.9M), LPL Financial LLC ($1.9M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($1.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1COMMONWEALTH EQUITY SERVICES, LLC$9.8M260,420Trimmed
2OSAIC HOLDINGS, INC.$2.0M53,429Added
3RAYMOND JAMES FINANCIAL INC$1.9M51,678Trimmed
4LPL Financial LLC$1.9M51,099Trimmed
5SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.5M39,584Added
6OLD MISSION CAPITAL LLC$1.3M35,512Trimmed
7Nvest Financial, LLC$1.1M28,709Added
8Cetera Investment Advisers$913,08524,323Trimmed
9AE Wealth Management LLC$793,93321,149Trimmed
10ENVESTNET ASSET MANAGEMENT INC$536,07114,280Trimmed
11INDEPENDENT FINANCIAL GROUP, LLC$463,99412,360Trimmed
12Kestra Advisory Services, LLC$378,96610,095Trimmed
13HARBOUR INVESTMENTS, INC.$333,0558,872Trimmed
14JIM SAULNIER & ASSOCIATES, LLC$321,3058,559Trimmed
15GOLDMAN SACHS GROUP INC$297,3927,922New
16Sanctuary Advisors, LLC$281,5507,500Hold
17Focus Financial Network, Inc.$238,4546,352Trimmed
18Allianz SE$187,7005,000Hold
19Farther Finance Advisors, LLC$181,2434,828Hold
20Elevated Capital Advisors, LLC$73,2411,951Trimmed
21IFG Advisory, LLC$64,0811,707New
22BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$58,3001,553Trimmed
23AdvisorNet Financial, Inc$37,5401,000Hold
24IFP Advisors, Inc$27,705738Trimmed
25Lloyd Advisory Services, LLC.$8,371223Trimmed

Source: SEC Form 13F filings · as of 2026-06-30