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..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+11,76211,762$418.90KQ2 2026Sep 02, 2026
Osaic Holdings, Inc.Buy+15,495+9.6%177,423$6.32MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+14,544+175.7%22,823$812.84KQ2 2026Aug 14, 2026
Hrt Financial LpBuy+7,5187,518$267.00KQ2 2026Aug 14, 2026
Old Mission Capital LlcSell-5,366-14.6%31,318$1.12MQ2 2026Aug 14, 2026
World Investment AdvisorsBuy+1,660+6.8%26,019$926.65KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+1,518+1.5%104,325$3.72MQ2 2026Aug 14, 2026
Barclays PlcBuy+129129$4.59KQ2 2026Aug 14, 2026
Taylor Securities Services, Inc.Sell-284-4.2%6,475$230.61KQ2 2026Aug 13, 2026
Ubs Group AgBuy+87+48.3%267$9.51KQ2 2026Aug 13, 2026
Cetera Investment AdvisersSell-42,000-20.5%163,340$5.82MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+4,9224,922$174.72KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Sell-2,730-6.7%38,305$1.36MQ2 2026Aug 12, 2026
Allianz SeBuy+35,504+22.7%191,778$6.83MQ2 2026Aug 10, 2026
Diversify Advisory Services, LlcBuy+10,45610,456$372.70KQ2 2026Aug 10, 2026
Lpl Financial LlcSell-7,741-5.4%136,236$4.85MQ2 2026Aug 07, 2026
Grantvest Financial Group LlcSell-1,609-17.9%7,390$263.19KQ2 2026Aug 07, 2026
Mml Investors Services, LlcBuy+633+6.6%10,242$364.75KQ2 2026Aug 07, 2026
Lloyd Advisory Services, Llc.Buy+486486$17.31KQ2 2026Aug 07, 2026
Blue Bell Private Wealth Management, LlcSell-39-1.9%2,003$71.34KQ2 2026Aug 06, 2026
Cambridge Investment Research Advisors, Inc.Sell-39,444-50.8%38,248$1.36KQ2 2026Jul 30, 2026
Commonwealth Equity Services, LlcSell-4,863-2.0%235,388$8.38MQ2 2026Jul 29, 2026
Kestra Advisory Services, LlcSell-10,784-6.1%164,946$5.87MQ2 2026Jul 28, 2026
Creative Financial Designs IncSell-14-0.3%5,175$184.31KQ2 2026Jul 28, 2026
Allegheny Financial GroupBuy+5,7605,760$205.14KQ2 2026Jul 22, 2026
American Asset Management Inc.Sell-3,197-1.4%227,201$8.09MQ2 2026Jul 21, 2026
Pfg AdvisorsSell-50,866-74.6%17,361$618.31KQ2 2026Jul 16, 2026
Patriot Financial Group Insurance Agency, LlcSell-7,226-50.0%7,226$257.35KQ2 2026Jul 16, 2026
Spire Wealth ManagementSell-851-1.3%65,228$2.32MQ2 2026Jul 15, 2026
Focus Financial Network, Inc.Sell-185-1.1%16,313$580.99KQ2 2026Jul 09, 2026
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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.