ALLIANZIM US LC BUFFER20 APR (APRW) Institutional Ownership Changes & 13F Activity
ALLIANZIM US LC BUFFER20 APR (APRW). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Advyzon Investment Management, Llc, Perennial Investment Advisors, Llc, Susquehanna International Group, Llp, Osaic Holdings, Inc., and Guardian Capital, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Archer Investment Corp | Buy | +134 | — | 134 | $4.98K | Q2 2026 | Aug 19, 2026 |
| Glenview Trust Co | Buy | +5,387 | — | 5,387 | $200.07K | Q2 2026 | Aug 18, 2026 |
| Centaurus Financial, Inc. | Buy | +30,348 | +28.2% | 138,016 | $5.13M | Q2 2026 | Aug 17, 2026 |
| Advyzon Investment Management, Llc | Buy | +83,708 | +58.9% | 225,897 | $8.39M | Q2 2026 | Aug 14, 2026 |
| Perennial Investment Advisors, Llc | Buy | +67,230 | — | 67,230 | $2.50M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +63,885 | — | 63,885 | $2.37M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +56,098 | +16.3% | 399,855 | $14.85M | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | Buy | +40,491 | +79.7% | 91,287 | $3.39M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +25,022 | +6.1% | 438,544 | $16.29M | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | Buy | +11,474 | +13.1% | 99,380 | $3.69M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Sell | -7,576 | -56.6% | 5,800 | $215.41K | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Buy | +4,072 | +58.2% | 11,070 | $411.14K | Q2 2026 | Aug 14, 2026 |
| Gts Financial, Llc | Sell | -642 | -0.5% | 139,885 | $4.67M | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Sell | -28 | -0.3% | 10,643 | $395.28K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +1 | — | 1 | $19.00 | Q2 2026 | Aug 14, 2026 |
| Mason Investment Advisory Services, Inc. | Buy | +8,194 | — | 8,194 | $304.32K | Q2 2026 | Aug 13, 2026 |
| Harbour Investments, Inc. | Buy | +12,159 | +133.1% | 21,296 | $790.93K | Q2 2026 | Aug 12, 2026 |
| Summit Financial, Llc | Buy | +8,700 | — | 8,700 | $323.12K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +1,961 | +0.9% | 222,848 | $8.28M | Q2 2026 | Aug 12, 2026 |
| Rothschild Wealth Llc | Sell | -813 | -12.9% | 5,512 | $204.72K | Q2 2026 | Aug 11, 2026 |
| Compass Advisory Group Llc | Sell | -15 | -0.0% | 35,789 | $1.33M | Q2 2026 | Aug 11, 2026 |
| Allianz Se | Buy | +33,727 | +22.8% | 181,956 | $6.76M | Q2 2026 | Aug 10, 2026 |
| Westshore Wealth, Llc | Buy | +20,046 | — | 20,046 | $744.50K | Q2 2026 | Aug 10, 2026 |
| Diversify Advisory Services, Llc | Buy | +19,346 | — | 19,346 | $719.28K | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | Buy | +850 | — | 850 | $31.55K | Q2 2026 | Aug 10, 2026 |
| Guardian Capital, Llc | Buy | +44,515 | +42.1% | 150,342 | $5.58M | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Buy | +33,446 | +181.6% | 51,859 | $1.93M | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Buy | +22,163 | +7.4% | 321,559 | $11.94M | Q2 2026 | Aug 07, 2026 |
| Joseph P. Lucia & Associates, Llc | Buy | +13,718 | +28.3% | 62,250 | $2.31M | Q2 2026 | Aug 07, 2026 |
| Lloyd Advisory Services, Llc. | Buy | +7,823 | — | 7,823 | $290.55K | Q2 2026 | Aug 07, 2026 |
Frequently asked questions about APRW activity
Which institutional owners are buying APRW?
Institutional owners buying APRW include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in APRW activity?
"Buy" means an investor increased their reported position in APRW compared to the prior reporting period. This reflects growing exposure to ALLIANZIM US LC BUFFER20 APR (APRW) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in APRW increasing?
Institutional interest in APRW can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.