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Equibles

MART · AllianzIM U.S. Equity Buffer10 Mar ETF ETF

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$43.02 -0.05 (-0.12%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 23
Total Value: $29,118,648
Total Shares: 810,924

Institutional Ownership Trend

10 quarters

Holder Concentration

Across 23 13F filers · Δ vs Mar 31, 2025
Top Holder
48.2%
Mar 2023 → Jun 2025 · range 33.3% – 81.1%
+14.8 pts
Top 5
83.4%
Mar 2023 → Jun 2025 · range 79.9% – 99.6%
+3.5 pts
Top 10
93.7%
Mar 2023 → Jun 2025 · range 93.7% – 100.0%
−1.0 pts
HHI
2,782
Mar 2023 → Jun 2025 · range 2,209 – 6,684
Highly concentrated+573

Quarterly Activity

vs Mar 31, 2025
New
8
Increased
4
Decreased
7
Sold Out
1
Unchanged
4
Holder count: +7
Institutional value: +71.8%
Shares held: +60.1%

Top Buyers

vs Mar 31, 2025
Institution Added Now Holds Open
OSAIC HOLDINGS, INC. +233,585 390,501
COMMONWEALTH EQUITY SERVICES, LLC +54,977 79,925
ENVESTNET ASSET MANAGEMENT INC +12,242 33,866
Cetera Investment Advisers +11,648 29,945

Top Sellers

vs Mar 31, 2025
Institution Sold Now Holds Open
Cambridge Investment Research Advisors, Inc. −27,534 141,325
Nvest Financial, LLC −1,435 31,053
HARBOUR INVESTMENTS, INC. −1,348 15,028
Atria Wealth Solutions, Inc. −1,139 19,793
AE Wealth Management LLC −1,049 4,609

Top New Positions

vs Mar 31, 2025
Institution Acquired Value (USD) Open
Kestra Advisory Services, LLC 10,158 $364,753
Cypress Wealth Services, LLC 7,198 $258,465
LPL Financial LLC 6,463 $232,073
SUSQUEHANNA INTERNATIONAL GROUP, LLP 6,412 $230,242
RAYMOND JAMES FINANCIAL INC 5,065 $181,873

Top Sold-Out Positions

vs Mar 31, 2025
Institution Previously Held Last Value (USD) Open
JANE STREET GROUP, LLC 10,971 $367,155
Filter: New 8 Increased 4 Reduced 7 Sold out 1 Unchanged 4
Showing 23 of 23
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
OSAIC HOLDINGS, INC. MART $14,022,109 48.16% 390,501
Cambridge Investment Research Advisors, Inc. MART $5,074,698 17.43% 141,325
COMMONWEALTH EQUITY SERVICES, LLC MART $2,869,946 9.86% 79,925
ENVESTNET ASSET MANAGEMENT INC MART $1,216,060 4.18% 33,866
Nvest Financial, LLC MART $1,115,051 3.83% 31,053
Cetera Investment Advisers MART $1,075,265 3.69% 29,945
Atria Wealth Solutions, Inc. MART $710,727 2.44% 19,793
HARBOUR INVESTMENTS, INC. MART $539,625 1.85% 15,028
Kestra Advisory Services, LLC MART $364,753 1.25% 10,158
CENTAURUS FINANCIAL, INC. MART $297,497 1.02% 8,285
CWM, LLC MART $289,059 0.99% 8,050
Cypress Wealth Services, LLC MART $258,465 0.89% 7,198
LPL Financial LLC MART $232,073 0.80% 6,463
SUSQUEHANNA INTERNATIONAL GROUP, LLP MART $230,242 0.79% 6,412
RAYMOND JAMES FINANCIAL INC MART $181,873 0.62% 5,065
Allianz Investment Management U.S. LLC MART $179,540 0.62% 5,000
AE Wealth Management LLC MART $165,499 0.57% 4,609
BARCLAYS PLC MART $148,335 0.51% 4,131
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC MART $135,085 0.46% 3,762
UBS Group AG MART $10,808 0.04% 301
IFP Advisors, Inc MART $1,795 0.01% 50
Mid-American Wealth Advisory Group, Inc. MART $143 0.00% 4
PROEQUITIES, INC. MART $0 0.00% 0