Skip to main content
Equibles

MARW · AllianzIM U.S. Equity Buffer20 Mar ETF ETF

Alerts for MARW

Use MARW with AI

Ask our own analyst here, or connect this data to the AI you already use.

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

or use your own AI

The free Equibles MCP server lets any client query SEC filings, earnings calls, KPIs, holdings and prices directly — read-only, OAuth-secured, cited to the filing.

Claude ChatGPT Gemini
Server URL
https://mcp.equibles.com/mcp
All connection guides →
$36.78 -0.02 (-0.05%) 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: 2
Total Value: $601,844
Total Shares: 16,667

Institutional Ownership Trend

14 quarters

Holder Concentration

Across 2 13F filers · Δ vs Mar 31, 2026
Top Holder
65.3%
Sep 2023 → Jun 2026 · range 14.1% – 65.3%
+51.2 pts
Top 5
100.0%
Sep 2023 → Jun 2026 · range 49.6% – 100.0%
+46.6 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 72.2% – 100.0%
+27.6 pts
HHI
5,469
Sep 2023 → Jun 2026 · range 696 – 5,469
Highly concentrated+4,761

Quarterly Activity

vs Mar 31, 2026
New
1
Increased
0
Decreased
1
Sold Out
40
Unchanged
0
Holder count: -39
Institutional value: -98.9%
Shares held: -99.0%

Top Buyers

vs Mar 31, 2026
No qualifying movers this quarter.

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Advus Financial Partners, LLC −2,128 10,887

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
CITADEL ADVISORS LLC 5,780 $208,715

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
COMMONWEALTH EQUITY SERVICES, LLC 235,301 $8,021,411
LPL Financial LLC 187,538 $6,393,170
OSAIC HOLDINGS, INC. 176,917 $6,031,100
Allianz SE 154,690 $5,273,382
Kestra Advisory Services, LLC 137,428 $4,684,920
Filter: New 1 Increased 0 Reduced 1 Sold out 40 Unchanged 0
Showing 2 of 2
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Advus Financial Partners, LLC MARW $393,129 65.32% 10,887
CITADEL ADVISORS LLC MARW $208,715 34.68% 5,780