ALLIANZIM US LC BUFFER20 MAR (MARW) Institutional Ownership Changes & 13F Activity
ALLIANZIM US LC BUFFER20 MAR (MARW). 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 Westshore Wealth, Llc, Allianz Se, Susquehanna International Group, Llp, Kestra Advisory Services, Llc, and Osaic Holdings, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +5,780 | — | 5,780 | $208.71K | Q2 2026 | Sep 02, 2026 |
| Centaurus Financial, Inc. | Sell | -8,579 | -42.5% | 11,584 | $418.00K | Q2 2026 | Aug 17, 2026 |
| Susquehanna International Group, Llp | Buy | +18,283 | +55.2% | 51,404 | $1.86M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +13,789 | +7.8% | 190,706 | $6.89M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +5,719 | — | 5,719 | $206.51K | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | Buy | +5,258 | +19.6% | 32,134 | $1.16M | Q2 2026 | Aug 14, 2026 |
| Gts Financial, Llc | Sell | -732 | -3.5% | 19,896 | $647.32K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -486 | -0.8% | 60,715 | $2.19M | Q2 2026 | Aug 14, 2026 |
| Harbour Investments, Inc. | Sell | -2,338 | -5.7% | 38,593 | $1.39M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +915 | +1.0% | 92,964 | $3.36M | Q2 2026 | Aug 12, 2026 |
| Tagstone Capital, Inc. | Buy | +485 | +6.9% | 7,554 | $272.77K | Q2 2026 | Aug 11, 2026 |
| Westshore Wealth, Llc | Buy | +50,996 | — | 50,996 | $1.84M | Q2 2026 | Aug 10, 2026 |
| Allianz Se | Buy | +34,767 | +22.5% | 189,457 | $6.84M | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | Buy | +10,128 | +577.8% | 11,881 | $429.01K | Q2 2026 | Aug 10, 2026 |
| Mml Investors Services, Llc | Buy | +7,576 | +46.3% | 23,956 | $865.04K | Q2 2026 | Aug 07, 2026 |
| Joseph P. Lucia & Associates, Llc | Buy | +5,674 | — | 5,674 | $204.89K | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Sell | -1,841 | -1.0% | 185,697 | $6.71M | Q2 2026 | Aug 07, 2026 |
| Lloyd Advisory Services, Llc. | Buy | +7 | — | 7 | $253.00 | Q2 2026 | Aug 07, 2026 |
| Innovative Asset Advisors Group, Llc | Buy | +4,504 | — | 4,504 | $162.64K | Q2 2026 | Aug 05, 2026 |
| Elevated Capital Advisors, Llc | Buy | +2,280 | — | 2,280 | $82.33K | Q2 2026 | Aug 03, 2026 |
| Envestnet Asset Management Inc | Buy | +1,575 | +5.9% | 28,498 | $1.03M | Q2 2026 | Aug 03, 2026 |
| Sagespring Wealth Partners, Llc | Sell | -97 | -1.4% | 6,632 | $239.46K | Q2 2026 | Aug 03, 2026 |
| Founders Financial Securities Llc | Buy | +5,555 | — | 5,555 | $200.59K | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +5,308 | +13.7% | 44,083 | $1.59K | Q2 2026 | Jul 30, 2026 |
| Forty-Three Eighteen Advisors, Llc | Sell | -600 | -1.2% | 51,209 | $1.85M | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Sell | -3,397 | -1.4% | 231,904 | $8.37M | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, Llc | Sell | -18,027 | -13.1% | 119,401 | $4.31M | Q2 2026 | Jul 28, 2026 |
| Jim Saulnier & Associates, Llc | Sell | -1,990 | -9.2% | 19,597 | $707.64K | Q2 2026 | Jul 28, 2026 |
| Creative Financial Designs Inc | Buy | +1,958 | +163.2% | 3,158 | $114.03K | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, Llc | Sell | -571 | -1.9% | 29,908 | $1.08M | Q2 2026 | Jul 17, 2026 |
Frequently asked questions about MARW activity
Which institutional owners are buying MARW?
Institutional owners buying MARW 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 MARW activity?
"Buy" means an investor increased their reported position in MARW compared to the prior reporting period. This reflects growing exposure to ALLIANZIM US LC BUFFER20 MAR (MARW) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in MARW increasing?
Institutional interest in MARW 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.