ALLIANZIM US LC BUFFER20 NOV (NVBW) Institutional Ownership Changes & 13F Activity
ALLIANZIM US LC BUFFER20 NOV (NVBW). 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 Pfg Advisors, Cetera Investment Advisers, Cambridge Investment Research Advisors, Inc., Allianz Se, and Osaic Holdings, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +11,762 | — | 11,762 | $418.90K | Q2 2026 | Sep 02, 2026 |
| Osaic Holdings, Inc. | Buy | +15,495 | +9.6% | 177,423 | $6.32M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +14,544 | +175.7% | 22,823 | $812.84K | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +7,518 | — | 7,518 | $267.00K | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Sell | -5,366 | -14.6% | 31,318 | $1.12M | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | Buy | +1,660 | +6.8% | 26,019 | $926.65K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +1,518 | +1.5% | 104,325 | $3.72M | Q2 2026 | Aug 14, 2026 |
| Barclays Plc | Buy | +129 | — | 129 | $4.59K | Q2 2026 | Aug 14, 2026 |
| Taylor Securities Services, Inc. | Sell | -284 | -4.2% | 6,475 | $230.61K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +87 | +48.3% | 267 | $9.51K | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Sell | -42,000 | -20.5% | 163,340 | $5.82M | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +4,922 | — | 4,922 | $174.72K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Sell | -2,730 | -6.7% | 38,305 | $1.36M | Q2 2026 | Aug 12, 2026 |
| Allianz Se | Buy | +35,504 | +22.7% | 191,778 | $6.83M | Q2 2026 | Aug 10, 2026 |
| Diversify Advisory Services, Llc | Buy | +10,456 | — | 10,456 | $372.70K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Sell | -7,741 | -5.4% | 136,236 | $4.85M | Q2 2026 | Aug 07, 2026 |
| Grantvest Financial Group Llc | Sell | -1,609 | -17.9% | 7,390 | $263.19K | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Buy | +633 | +6.6% | 10,242 | $364.75K | Q2 2026 | Aug 07, 2026 |
| Lloyd Advisory Services, Llc. | Buy | +486 | — | 486 | $17.31K | Q2 2026 | Aug 07, 2026 |
| Blue Bell Private Wealth Management, Llc | Sell | -39 | -1.9% | 2,003 | $71.34K | Q2 2026 | Aug 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | Sell | -39,444 | -50.8% | 38,248 | $1.36K | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Sell | -4,863 | -2.0% | 235,388 | $8.38M | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, Llc | Sell | -10,784 | -6.1% | 164,946 | $5.87M | Q2 2026 | Jul 28, 2026 |
| Creative Financial Designs Inc | Sell | -14 | -0.3% | 5,175 | $184.31K | Q2 2026 | Jul 28, 2026 |
| Allegheny Financial Group | Buy | +5,760 | — | 5,760 | $205.14K | Q2 2026 | Jul 22, 2026 |
| American Asset Management Inc. | Sell | -3,197 | -1.4% | 227,201 | $8.09M | Q2 2026 | Jul 21, 2026 |
| Pfg Advisors | Sell | -50,866 | -74.6% | 17,361 | $618.31K | Q2 2026 | Jul 16, 2026 |
| Patriot Financial Group Insurance Agency, Llc | Sell | -7,226 | -50.0% | 7,226 | $257.35K | Q2 2026 | Jul 16, 2026 |
| Spire Wealth Management | Sell | -851 | -1.3% | 65,228 | $2.32M | Q2 2026 | Jul 15, 2026 |
| Focus Financial Network, Inc. | Sell | -185 | -1.1% | 16,313 | $580.99K | Q2 2026 | Jul 09, 2026 |
Frequently asked questions about NVBW activity
Which institutional owners are buying NVBW?
Institutional owners buying NVBW 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 NVBW activity?
"Buy" means an investor increased their reported position in NVBW compared to the prior reporting period. This reflects growing exposure to ALLIANZIM US LC BUFFER20 NOV (NVBW) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in NVBW increasing?
Institutional interest in NVBW 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.