ALLIANZIM US LC BUFFER20 MAY (MAYW) Institutional Ownership Changes & 13F Activity

ALLIANZIM US LC BUFFER20 MAY (MAYW). 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 Lloyd Advisory Services, Llc., Howard Bailey Securities, Llc, Integrated Wealth Management, Osaic Holdings, Inc., and Lpl Financial Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Fsa Advisors, Inc.Buy+81,19581,195$2.82MQ2 2026Aug 17, 2026
Osaic Holdings, Inc.Buy+174,553+161.6%282,561$9.82MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+104,160104,160$3.62MQ2 2026Aug 14, 2026
Blackston Financial Advisory Group, LlcBuy+36,72536,725$1.28MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+35,977+98.5%72,518$2.52MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+14,265+31.2%59,937$2.08MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+10,96810,968$381.36KQ2 2026Aug 14, 2026
Hrt Financial LpBuy+8,0108,010$278.00KQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+6,9216,921$240.64KQ2 2026Aug 14, 2026
World Investment AdvisorsSell-4,628-8.5%49,823$1.73MQ2 2026Aug 14, 2026
Gts Financial, LlcBuy+4,512+9.4%52,341$1.68MQ2 2026Aug 14, 2026
Harbour Investments, Inc.Buy+18,212+244.0%25,677$892.79KQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+13,811+34.4%53,923$1.87MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+10,42610,426$362.04KQ2 2026Aug 12, 2026
Integrated Wealth ManagementBuy+181,878181,878$6.32MQ2 2026Aug 11, 2026
Howard Bailey Securities, LlcBuy+192,678192,678$6.70MQ2 2026Aug 10, 2026
Allianz SeBuy+35,811+22.8%193,052$6.71MQ2 2026Aug 10, 2026
Csenge Advisory GroupBuy+33,62933,629$1.17MQ2 2026Aug 10, 2026
Westshore Wealth, LlcBuy+7,6367,636$265.50KQ2 2026Aug 10, 2026
Moors & Cabot, Inc.Buy+400+3.9%10,750$373.78KQ2 2026Aug 10, 2026
Lloyd Advisory Services, Llc.Buy+719,712719,712$25.02MQ2 2026Aug 07, 2026
Lpl Financial LlcBuy+150,181+114.4%281,451$9.79MQ2 2026Aug 07, 2026
Tounjian Advisory Partners, LlcBuy+105,999105,999$3.69MQ2 2026Aug 07, 2026
Kingdom Financial Group Llc.Buy+38,78438,784$1.35MQ2 2026Aug 07, 2026
Mml Investors Services, LlcBuy+9,500+69.8%23,120$803.88KQ2 2026Aug 07, 2026
Joseph P. Lucia & Associates, LlcBuy+3,775+63.4%9,729$338.28KQ2 2026Aug 07, 2026
Smart Wealth LlcBuy+53,41953,419$1.86MQ2 2026Aug 06, 2026
Aspire Capital Advisors LlcBuy+6,0666,066$210.91KQ2 2026Aug 05, 2026
Innovative Asset Advisors Group, LlcBuy+1,9951,995$69.37KQ2 2026Aug 05, 2026
Mcadam, LlcBuy+12,07712,077$419.92KQ2 2026Aug 04, 2026
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Frequently asked questions about MAYW activity

  • Which institutional owners are buying MAYW?

    Institutional owners buying MAYW 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 MAYW activity?

    "Buy" means an investor increased their reported position in MAYW compared to the prior reporting period. This reflects growing exposure to ALLIANZIM US LC BUFFER20 MAY (MAYW) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in MAYW increasing?

    Institutional interest in MAYW 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.