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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    3
Total shares held : 
 4,764,800  
% of shares held : 
 52.94%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   11  
Amount of shares held : 
 1,926,341  
% of shares held change : 
   21.4%  
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 :
11
 334,925
 7.03%
 
Increased Positions :
19
 1,761,385
 36.97%
 
Unchanged Positions :
10
 105,532
 2.21%
 
Decreased Positions :
11
-54,151
-1.14%
 
Closed Positions :
8
-115,818
-2.43%
 
Guru Positions :
0
 0%
 
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 period: 12-31-2023 View holdings for period: 3-31-2024 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. 248 - 2024-06-30 1,391,009 $46,335,000 3,129
   AE Wealth Management LLC 53 - 2024-06-30 1,291,188 $43,009,000 1,275,601
   Advisor Group Holdings Inc. 572 - 2024-06-30 350,787 $11,685,000 -17,340
   Strategic Blueprint LLC 36 - 2024-06-30 273,727 $9,118,000 8,450
   Lloyd Advisory Services LLC. 7 - 2024-06-30 234,697 $7,818,000 234,697
   Outlook Wealth Advisors LLC 9 - 2024-06-30 120,171 $7,401,000 120,171
   CENTAURUS FINANCIAL INC. 46 - 2024-03-31 214,133 $6,983,000 -1,885
   Cetera Investment Advisers 891 - 2024-06-30 183,949 $6,127,000 -12,797
   AMERICAN ASSET MANAGEMENT INC. 3 *New 2024-06-30 162,117 $5,400,000 162,117
   FINANCIAL NETWORK 636 - 2024-03-31 150,143 $4,896,000 -38,454
   Kestra Advisory Services LLC 615 - 2024-06-30 137,675 $4,586,000 2,082
   Atria Wealth Solutions Inc. 585 - 2024-06-30 67,102 $2,235,000 21,560
   ENVESTNET ASSET MANAGEMENT INC 2596 - 2024-06-30 58,337 $1,943,000 -3,892
   Compass Advisory Group LLC 23 - 2024-06-30 55,261 $1,841,000 0
   Long Island Wealth Management Inc. 22 - 2024-06-30 52,059 $1,734,000 -539
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1402 - 2024-06-30 50,232 $1,673,000 -195
   Great Lakes Retirement Inc. 96 - 2024-06-30 45,582 $1,518,000 45,582
   Diversify Advisory Services LLC 193 *New 2024-06-30 41,501 $1,397,000 41,501
   Resources Investment Advisors Inc. 522 *New 2024-06-30 41,501 $1,382,000 41,501
   WEALTHSOURCE PARTNERS LLC 166 - 2023-12-31 42,437 $1,324,000 0
   OLD MISSION CAPITAL LLC 327 - 2024-06-30 32,214 $1,073,000 -23,625
   GeoWealth Management LLC 249 *New 2024-06-30 32,066 $1,068,000 32,066
   MULTIFINANCIAL SECURITIES CORP 1128 - 2024-03-31 32,411 $1,057,000 -35,786
   LPL FINANCIAL CORP 3218 - 2024-06-30 29,215 $973,000 -5,732
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 276 - 2024-06-30 27,217 $907,000 -1,348
   Focus Financial Network Inc. 305 - 2024-06-30 23,217 $782,000 2,846
   Wealth Group Ltd. 50 - 2024-06-30 19,384 $646,000 -308
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2348 *New 2024-06-30 19,110 $637,000 19,110
   FOCUS FINANCIAL NETWORK INC /ADV 404 - 2023-12-31 20,371 $636,000 0
   Csenge Advisory Group 355 - 2024-06-30 18,903 $630,000 7,930
   Clear Point Advisors Inc. 52 - 2024-06-30 18,521 $617,000 0
   Envestnet Portfolio Solutions Inc. 1087 - 2024-06-30 16,970 $565,000 3,808
   IFP Advisors Inc 617 - 2024-06-30 16,074 $535,000 15,698
   RFG Advisory Group LLC 498 - 2024-06-30 14,976 $499,000 -302
   POM Investment Strategies LLC 21 *New 2024-06-30 12,593 $419,000 12,593
   Imprint Wealth LLC 202 *New 2024-03-31 11,050 $360,000 11,050
   HARBOUR INVESTMENTS INC. 738 - 2024-06-30 10,567 $352,000 898
   B.O.S.S. Retirement Advisors LLC 138 - 2024-06-30 10,412 $347,000 10,412
   HB Wealth Management LLC 690 - 2024-06-30 9,357 $312,000 0
   PFG Advisors 556 *New 2024-06-30 9,027 $301,000 9,027
   PARK AVENUE SECURITIES LLC 1196 *New 2024-06-30 8,654 $288,000 8,654
   Accurate Wealth Management LLC 242 - 2024-06-30 8,390 $284,000 1,350
   DHJJ Financial Advisors Ltd. 123 - 2024-06-30 8,475 $282,000 -465
   Kingdom Financial Group LLC. 45 *New 2024-06-30 7,533 $251,000 7,533
   FIRST HEARTLAND CONSULTANTS INC 419 - 2024-06-30 6,220 $207,000 -405
   Moors & Cabot Inc. 760 - 2024-06-30 6,150 $205,000 0
   Koshinski Asset Management Inc. 567 - 2024-06-30 6,060 $204,000 6,060
   Farther Finance Advisors LLC 870 - 2024-06-30 5,440 $182,000 0
   Allianz Investment Management U.S. LLC 34 - 2024-06-30 5,000 $166,000 0
   AdvisorNet Financial Inc 601 - 2024-06-30 3,453 $115,000 0
   UBS Group AG 5218 - 2024-06-30 2,086 $69,000 128
   MORGAN STANLEY 5916 - 2024-06-30 1,650 $55,000 0
   Pineridge Advisors LLC 146 - 2024-06-30 1,294 $43,000 880
   NBC SECURITIES INC. 1385 - 2024-06-30 700 $23,000 0
   Steward Partners Investment Advisory LLC 2456 *New 2024-06-30 680 $23,000 680
   Coppell Advisory Solutions LLC 1183 *New 2024-06-30 143 $5,000 143
   Richard W. Paul & Associates LLC 379 - 2024-06-30 103 $3,000 103
   PROEQUITIES INC. 2706 - 2024-06-30 0 $0 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5499 *Closed 2024-06-30 0 $0 -29,332
   JANE STREET GROUP LLC 5734 *Closed 2024-06-30 0 $0 -16,674
   Sound Income Strategies LLC 1331 *Closed 2024-06-30 0 $0 -163
   HRT FINANCIAL LLC 1994 *Closed 2024-06-30 0 $0 -10,179
   LINCOLN NATIONAL CORP 187 *Closed 2024-06-30 0 $0 -21,733
   J P MORGAN CHASE & CO 5862 *Closed 2024-06-30 0 $0 -10,137
   MML INVESTORS SERVICES LLC 2571 *Closed 2024-06-30 0 $0 -19,291
   TWO SIGMA SECURITIES LLC 1903 *Closed 2024-06-30 0 $0 -8,309
  66 Records found
  1    
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