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AIOO · AllianzIM U.S. Equity Buffer100 Protection ETF · Holdings ETF

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$26.54 +0.07 (+0.26%) At close · Oct 2
Volume · Oct 2 14.84K Avg daily vol (3M) 18.46K

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 →
Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.
Holders: 35
Total Value: $27,932,110
Total Shares: 1,061,251

Institutional Ownership Trend

5 quarters

Holder Concentration

Across 35 13F filers · Δ vs Mar 31, 2026
Top Holder
13.9%
Jun 2025 → Jun 2026 · range 0.0% – 31.8%
−6.1 pts
Top 5
46.2%
Jun 2025 → Jun 2026 · range 0.0% – 80.8%
−10.0 pts
Top 10
71.7%
Jun 2025 → Jun 2026 · range 0.0% – 96.1%
−12.2 pts
HHI
675
Jun 2025 → Jun 2026 · range 0 – 1,803
Broadly held−283

Quarterly Activity

vs Mar 31, 2026
New
9
Increased
13
Decreased
9
Sold Out
1
Unchanged
4
Holder count: +8
Institutional value: +20.6%
Shares held: +17.7%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
COMMONWEALTH EQUITY SERVICES, LLC +22,640 68,421
MML INVESTORS SERVICES, LLC +14,135 22,104
Lloyd Advisory Services, LLC. +7,751 7,858
Cetera Investment Advisers +6,784 66,303
HARBOUR INVESTMENTS, INC. +6,383 69,119

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Allianz SE −32,500 147,041
SUSQUEHANNA INTERNATIONAL GROUP, LLP −13,046 45,788
Csenge Advisory Group −10,771 47,173
RFG Advisory, LLC −5,595 64,971
Integrated Wealth Management −2,160 21,366

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Farther Finance Advisors, LLC 58,626 $1,543,036
ENVESTNET ASSET MANAGEMENT INC 28,679 $754,831
Envision Financial Transparency, LLC 23,562 $620,151
Fortis Group Advisors, LLC 19,677 $517,898
INDEPENDENT FINANCIAL GROUP, LLC 17,046 $448,650

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
CITADEL ADVISORS LLC 15,246 $391,898
Filter: New 9 Increased 13 Reduced 9 Sold out 1 Unchanged 4
Showing 35 of 35
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Allianz SE $3,870,119 13.86% 147,041
AE Wealth Management LLC $3,676,613 13.16% 139,689
HARBOUR INVESTMENTS, INC. $1,819,212 6.51% 69,119
COMMONWEALTH EQUITY SERVICES, LLC $1,800,840 6.45% 68,421
Cetera Investment Advisers $1,745,094 6.25% 66,303
RFG Advisory, LLC $1,710,036 6.12% 64,971
Farther Finance Advisors, LLC $1,543,036 5.52% 58,626
HOWARD BAILEY SECURITIES, LLC $1,420,016 5.08% 53,952
Csenge Advisory Group $1,241,593 4.45% 47,173
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,205,140 4.31% 45,788
Arkadios Wealth Advisors $1,026,190 3.67% 38,989
ENVESTNET ASSET MANAGEMENT INC $754,831 2.70% 28,679
Envision Financial Transparency, LLC $620,151 2.22% 23,562
MML INVESTORS SERVICES, LLC $581,777 2.08% 22,104
Integrated Wealth Management $562,353 2.01% 21,366
Key Capital Management, INC $536,743 1.92% 20,393
Fortis Group Advisors, LLC $517,898 1.85% 19,677
INDEPENDENT FINANCIAL GROUP, LLC $448,650 1.61% 17,046
Cambridge Investment Research Advisors, Inc. $413,803 1.48% 15,722
Centennial Advisors, LLC $392,010 1.40% 14,894
Authentikos Wealth Advisory, LLC $377,823 1.35% 14,355
Advisory Services Network, LLC $365,741 1.31% 13,896
FSA Advisors, Inc. $301,048 1.08% 11,438
Accurate Wealth Management, LLC $244,407 0.88% 9,286
Lloyd Advisory Services, LLC. $206,822 0.74% 7,858
KESTRA PRIVATE WEALTH SERVICES, LLC $205,243 0.73% 7,798
IFP Advisors, Inc $96,331 0.34% 3,660
VIMA LLC $86,987 0.31% 3,305
Mosley Wealth Management $49,692 0.18% 1,888
OSAIC HOLDINGS, INC. $38,506 0.14% 1,463
Networth Advisors, LLC $27,214 0.10% 1,034
Murphy & Mullick Capital Management Corp $26,320 0.09% 1,000
TOUNJIAN ADVISORY PARTNERS, LLC $11,370 0.04% 432
MORGAN STANLEY $5,685 0.02% 216
Kingdom Financial Group LLC. $2,816 0.01% 107