MART · AllianzIM U.S. Equity Buffer10 Mar ETF ETF
$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.
Holders: 23
Total Value: $19,045,423
Total Shares: 496,492
Institutional Ownership Trend
13 quarters
Holder Concentration
Across 23 13F filers · Δ vs Dec 31, 2025Top Holder
26.3%
+4.2 pts
Top 5
70.1%
+5.5 pts
Top 10
87.5%
−3.4 pts
HHI
1,284
Broadly held+126
Quarterly Activity
vs Dec 31, 2025
New
2
Increased
10
Decreased
8
Sold Out
1
Unchanged
3
Holder count:
+1
Institutional value:
-7.9%
Shares held:
-7.0%
Top Buyers
vs Dec 31, 2025| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega LPL Financial LLC | +21,336 | 48,043 | |
| Large Cambridge Investment Research Advisors, Inc. | +12,281 | 130,632 | |
| Mega RAYMOND JAMES FINANCIAL INC | +10,989 | 18,667 | |
| Large Kestra Advisory Services, LLC | +7,805 | 11,621 | |
| Small Nvest Financial, LLC | +5,599 | 36,174 |
Top Sellers
vs Dec 31, 2025| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Large Cetera Investment Advisers | −26,496 | 10,056 | |
| Mega ENVESTNET ASSET MANAGEMENT INC | −26,375 | 13,310 | |
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | −25,219 | 12,431 | |
| Large OSAIC HOLDINGS, INC. | −20,736 | 65,403 | |
| Mid OLD MISSION CAPITAL LLC | −8,442 | 26,085 |
Top New Positions
vs Dec 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mid Focus Financial Network, Inc. | 5,481 | $210,251 | |
| Mega JPMORGAN CHASE & CO | 100 | $3,836 |
Top Sold-Out Positions
vs Dec 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega UBS Group AG | 74 | $2,866 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Cambridge Investment Research Advisors, Inc. MART | $5,011,043 | 26.31% | 130,632 | Shares | 2026-04-30 | |
| Large COMMONWEALTH EQUITY SERVICES, LLC MART | $2,603,915 | 13.67% | 67,881 | Shares | 2026-04-27 | |
| Large OSAIC HOLDINGS, INC. MART | $2,508,859 | 13.17% | 65,403 | Shares | 2026-05-15 | |
| Mega LPL Financial LLC MART | $1,842,929 | 9.68% | 48,043 | Shares | 2026-05-06 | |
| Small Nvest Financial, LLC MART | $1,387,634 | 7.29% | 36,174 | Shares | 2026-04-28 | |
| Mid OLD MISSION CAPITAL LLC MART | $1,000,620 | 5.25% | 26,085 | Shares | 2026-05-15 | |
| Mega RAYMOND JAMES FINANCIAL INC MART | $716,065 | 3.76% | 18,667 | Shares | 2026-05-14 | |
| Mid HARBOUR INVESTMENTS, INC. MART | $604,361 | 3.17% | 15,755 | Shares | 2026-05-15 | |
| Mega ENVESTNET ASSET MANAGEMENT INC MART | $510,571 | 2.68% | 13,310 | Shares | 2026-05-04 | |
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP MART | $476,853 | 2.50% | 12,431 | Shares | 2026-05-15 | |
| Large Kestra Advisory Services, LLC MART | $445,781 | 2.34% | 11,621 | Shares | 2026-04-30 | |
| Large Cetera Investment Advisers MART | $385,748 | 2.03% | 10,056 | Shares | 2026-05-13 | |
| Mid CENTAURUS FINANCIAL, INC. MART | $317,812 | 1.67% | 8,285 | Shares | 2026-05-18 | |
| Small Cypress Wealth Services, LLC MART | $276,115 | 1.45% | 7,198 | Shares | 2026-04-15 | |
| Large CWM, LLC MART | $231,080 | 1.21% | 6,024 | Shares | 2026-05-14 | |
| Mid Focus Financial Network, Inc. MART | $210,251 | 1.10% | 5,481 | Shares | 2026-04-14 | |
| Mid Allianz SE MART | $191,800 | 1.01% | 5,000 | Shares | 2026-05-11 | |
| Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC MART | $188,692 | 0.99% | 4,919 | Shares | 2026-05-11 | |
| Large ASSETMARK, INC MART | $96,897 | 0.51% | 2,526 | Shares | 2026-05-06 | |
| Large AE Wealth Management LLC MART | $26,851 | 0.14% | 700 | Shares | 2026-05-13 | |
| Mega BARCLAYS PLC MART | $5,025 | 0.03% | 131 | Shares | 2026-05-15 | |
| Mega JPMORGAN CHASE & CO MART | $3,836 | 0.02% | 100 | Shares | 2026-05-13 | |
| Mid IFP Advisors, Inc MART | $2,685 | 0.01% | 70 | Shares | 2026-04-13 |