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ARLU · AllianzIM U.S. Equity Buffer15 Uncapped Apr ETF ETF

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$32.59 -0.11 (-0.35%) 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: $44,123,263
Total Shares: 1,537,825

Institutional Ownership Trend

8 quarters

Holder Concentration

Across 23 13F filers · Δ vs Dec 31, 2025
Top Holder
28.0%
Jun 2024 → Mar 2026 · range 22.9% – 28.5%
+5.1 pts
Top 5
75.0%
Jun 2024 → Mar 2026 · range 67.3% – 83.8%
+5.6 pts
Top 10
91.2%
Jun 2024 → Mar 2026 · range 87.4% – 99.9%
+2.7 pts
HHI
1,521
Jun 2024 → Mar 2026 · range 1,226 – 1,717
Moderately concentrated+296

Quarterly Activity

vs Dec 31, 2025
New
2
Increased
7
Decreased
8
Sold Out
4
Unchanged
6
Holder count: -2
Institutional value: +3.6%
Shares held: +9.5%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Allianz SE +385,644 431,004
SUSQUEHANNA INTERNATIONAL GROUP, LLP +50,293 61,855
Patriot Financial Group Insurance Agency, LLC +9,383 19,132
ARS Wealth Advisors Group, LLC +3,486 135,127
RFG Advisory, LLC +2,709 190,292

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
COMMONWEALTH EQUITY SERVICES, LLC −16,952 305,216
Cetera Investment Advisers −4,162 14,997
USA FINANCIAL FORMULAS −3,935 64,932
First Heartland Consultants, Inc. −976 13,867
SILVER OAK SECURITIES, INCORPORATED −486 12,390

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
CITADEL ADVISORS LLC 16,915 $485,325
BARCLAYS PLC 51 $1,463

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Allianz Investment Management LLC 241,633 $7,324,379
CENTAURUS FINANCIAL, INC. 34,197 $1,036,579
OLD MISSION CAPITAL LLC 32,519 $985,715
UBS Group AG 905 $27,432
Filter: New 2 Increased 7 Reduced 8 Sold out 4 Unchanged 6
Showing 23 of 23
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Allianz SE ARLU $12,366,366 28.03% 431,004
COMMONWEALTH EQUITY SERVICES, LLC ARLU $8,757,257 19.85% 305,216
RFG Advisory, LLC ARLU $5,459,858 12.37% 190,292
ARS Wealth Advisors Group, LLC ARLU $3,877,063 8.79% 135,127
STEPHENS INC /AR/ ARLU $2,642,590 5.99% 92,102
Kestra Advisory Services, LLC ARLU $2,483,981 5.63% 86,574
USA FINANCIAL FORMULAS ARLU $1,863,028 4.22% 64,932
SUSQUEHANNA INTERNATIONAL GROUP, LLP ARLU $1,774,743 4.02% 61,855
Patriot Financial Group Insurance Agency, LLC ARLU $548,935 1.24% 19,132
CITADEL ADVISORS LLC ARLU $485,325 1.10% 16,915
Arax Advisory Partners ARLU $458,440 1.04% 15,978
Cetera Investment Advisers ARLU $430,293 0.98% 14,997
First Heartland Consultants, Inc. ARLU $397,871 0.90% 13,867
INDEPENDENT FINANCIAL GROUP, LLC ARLU $390,928 0.89% 13,625
JPMORGAN CHASE & CO ARLU $365,593 0.83% 12,742
SILVER OAK SECURITIES, INCORPORATED ARLU $355,493 0.81% 12,390
Foundations Investment Advisors, LLC ARLU $344,103 0.78% 11,993
Savant Capital, LLC ARLU $342,869 0.78% 11,950
HARBOUR INVESTMENTS, INC. ARLU $329,470 0.75% 11,483
Walser Wealth Management Company, A Ltd Liability Co ARLU $233,552 0.53% 8,140
OSAIC HOLDINGS, INC. ARLU $117,924 0.27% 4,110
CREATIVE FINANCIAL DESIGNS INC /ADV ARLU $96,118 0.22% 3,350
BARCLAYS PLC ARLU $1,463 0.00% 51