ALLIANZIM US EQ BUFFER100 (AIOO) Institutional Ownership Changes & 13F Activity
ALLIANZIM US EQ BUFFER100 (AIOO). 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 Farther Finance Advisors, Llc, Allianz Se, Envestnet Asset Management Inc, Envision Financial Transparency, Llc, and Commonwealth Equity Services, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +28,679 | — | 28,679 | $754.82K | Q2 2026 | Sep 23, 2026 |
| Envision Financial Transparency, Llc | Buy | +23,562 | — | 23,562 | $620.14K | Q2 2026 | Aug 21, 2026 |
| Fsa Advisors, Inc. | Sell | -1,715 | -13.0% | 11,438 | $301.05K | Q2 2026 | Aug 17, 2026 |
| Susquehanna International Group, Llp | Sell | -13,046 | -22.2% | 45,788 | $1.21M | Q2 2026 | Aug 14, 2026 |
| Authentikos Wealth Advisory, Llc | Sell | -1,818 | -11.2% | 14,355 | $377.82K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +463 | +46.3% | 1,463 | $38.51K | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | Buy | +6,784 | +11.4% | 66,303 | $1.75M | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +6,383 | +10.2% | 69,119 | $1.82M | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Management | Sell | -2,160 | -9.2% | 21,366 | $562.35K | Q2 2026 | Aug 11, 2026 |
| Allianz Se | Sell | -32,500 | -18.1% | 147,041 | $3.87M | Q2 2026 | Aug 10, 2026 |
| Csenge Advisory Group | Sell | -10,771 | -18.6% | 47,173 | $1.24M | Q2 2026 | Aug 10, 2026 |
| Howard Bailey Securities, Llc | Buy | +3,889 | +7.8% | 53,952 | $1.42M | Q2 2026 | Aug 10, 2026 |
| Arkadios Wealth Advisors | Buy | +2,000 | +5.4% | 38,989 | $1.03M | Q2 2026 | Aug 10, 2026 |
| Mml Investors Services, Llc | Buy | +14,135 | +177.4% | 22,104 | $581.77K | Q2 2026 | Aug 07, 2026 |
| Lloyd Advisory Services, Llc. | Buy | +7,751 | +7243.9% | 7,858 | $206.82K | Q2 2026 | Aug 07, 2026 |
| Tounjian Advisory Partners, Llc | Buy | +432 | — | 432 | $11.37K | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +2,100 | +15.4% | 15,722 | $414.00 | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Buy | +22,640 | +49.5% | 68,421 | $1.80M | Q2 2026 | Jul 29, 2026 |
| Kestra Private Wealth Services, Llc | Buy | +7,798 | — | 7,798 | $205.25K | Q2 2026 | Jul 28, 2026 |
| Key Capital Management, Inc | Buy | +1,402 | +7.4% | 20,393 | $536.74K | Q2 2026 | Jul 28, 2026 |
| Centennial Advisors, Llc | Sell | -154 | -1.0% | 14,894 | $392.01K | Q2 2026 | Jul 27, 2026 |
| Fortis Group Advisors, Llc | Buy | +19,677 | — | 19,677 | $517.89K | Q2 2026 | Jul 24, 2026 |
| Mosley Wealth Management | Buy | +1,395 | +283.0% | 1,888 | $49.69K | Q2 2026 | Jul 23, 2026 |
| Networth Advisors, Llc | Sell | -40 | -3.7% | 1,034 | $27.21K | Q2 2026 | Jul 22, 2026 |
| Ifp Advisors, Inc | Buy | +368 | +11.2% | 3,660 | $96.33K | Q2 2026 | Jul 20, 2026 |
| Farther Finance Advisors, Llc | Buy | +58,626 | — | 58,626 | $1.54M | Q2 2026 | Jul 17, 2026 |
| Independent Financial Group, Llc | Buy | +17,046 | — | 17,046 | $448.65K | Q2 2026 | Jul 15, 2026 |
| Accurate Wealth Management, Llc | Buy | +9,286 | — | 9,286 | $244.60K | Q2 2026 | Jul 15, 2026 |
| Rfg Advisory, Llc | Sell | -5,595 | -7.9% | 64,971 | $1.71M | Q2 2026 | Jul 15, 2026 |
| Citadel Advisors Llc | Sell | -15,246 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
Frequently asked questions about AIOO activity
Which institutional owners are buying AIOO?
Institutional owners buying AIOO 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 AIOO activity?
"Buy" means an investor increased their reported position in AIOO compared to the prior reporting period. This reflects growing exposure to ALLIANZIM US EQ BUFFER100 (AIOO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in AIOO increasing?
Institutional interest in AIOO 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.