ALLIANZIM US LG CAP BUFFER10 (APRT) Top Institutional Shareholders
ALLIANZIM US LG CAP BUFFER10 (APRT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $24.73M in APRT holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of APRT tracked by InsiderSet, reporting ownership valued at approximately $4.22M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $4.53M, representing an estimated gain of +7.18% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed APRT value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Commonwealth Equity Services, Llc, Osaic Holdings, Inc., and several other long-term asset managers with concentrated positions in ALLIANZIM US LG CAP BUFFER10 (APRT).
This page ranks the largest institutional APRT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
29
Total Reported Value
$24.73M
Largest Holder
Lpl Financial Llc
Largest Position
$4.22M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
35
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 99,408 | $4,224,840 | $4,528,193 | +$303,353 | +7.18% | |
| Commonwealth Equity Services, Llc | 0.01% | 92,970 | $3,951,200 | $4,234,932 | +$283,732 | +7.18% | |
| Osaic Holdings, Inc. | 0.00% | 67,272 | $2,859,047 | $3,064,347 | +$205,300 | +7.18% | |
| Cetera Investment Advisers | 0.00% | 54,296 | $2,307,580 | $2,473,270 | +$165,690 | +7.18% | |
| Nvest Financial, Llc | 0.66% | 41,600 | $1,768,014 | $1,894,947 | +$126,933 | +7.18% | |
| Rothschild Wealth Llc | 0.15% | 39,471 | $1,677,518 | $1,797,967 | +$120,449 | +7.18% | |
| Bleakley Financial Group, Llc | 0.01% | 21,643 | $919,828 | $985,873 | +$66,045 | +7.18% | |
| Raymond James Financial Inc | 0.00% | 20,503 | $871,378 | $933,944 | +$62,566 | +7.18% | |
| Bison Wealth, Llc | 0.08% | 19,054 | $863,634 | $867,940 | +$4,306 | +0.50% | |
| Cwm, Llc | 0.00% | 19,513 | $829,303 | $888,848 | +$59,545 | +7.18% | |
| Patriot Financial Group Insurance Agency, Llc | 0.03% | 13,620 | $578,850 | $620,413 | +$41,563 | +7.18% | |
| First Heartland Consultants, Inc. | 0.04% | 13,082 | $555,985 | $595,906 | +$39,921 | +7.18% | |
| Blue Bell Private Wealth Management, Llc | 0.07% | 11,017 | $468,223 | $501,842 | +$33,619 | +7.18% | |
| Envestnet Asset Management Inc | 0.00% | 10,655 | $452,838 | $485,352 | +$32,514 | +7.18% | |
| Susquehanna International Group, Llp | 0.00% | 7,295 | $310,038 | $332,299 | +$22,261 | +7.18% | |
| Focus Financial Network, Inc. | 0.01% | 7,081 | $300,943 | $322,551 | +$21,608 | +7.18% | |
| Accurate Wealth Management, Llc | 0.04% | 6,852 | $299,343 | $312,120 | +$12,777 | +4.27% | |
| Sanctuary Advisors, Llc | 0.00% | 6,100 | $259,250 | $277,865 | +$18,615 | +7.18% | |
| Kestra Advisory Services, Llc | 0.00% | 5,826 | $247,605 | $265,384 | +$17,779 | +7.18% | |
| Nations Financial Group Inc | 0.01% | 5,608 | $238,340 | $255,453 | +$17,113 | +7.18% | |
| Cassady Wealth & Retirement Planning, Llc | 0.12% | 5,106 | $229,186 | $232,586 | +$3,400 | +1.48% | |
| Allianz Se | 0.00% | 5,000 | $212,500 | $227,758 | +$15,258 | +7.18% | |
| Harbour Investments, Inc. | 0.00% | 3,896 | $165,580 | $177,469 | +$11,889 | +7.18% | |
| Advisornet Financial, Inc | 0.00% | 1,300 | $55,250 | $59,217 | +$3,967 | +7.18% | |
| Spire Wealth Management | 0.00% | 1,257 | $53,423 | $57,258 | +$3,835 | +7.18% | |
| Assetmark, Inc | 0.00% | 720 | $30,600 | $32,797 | +$2,197 | +7.18% | |
| Ae Wealth Management Llc | 0.00% | 51 | $2,168 | $2,323 | +$155 | +7.16% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 37,574 | $1,597 | $1,711,556 | +$1,709,959 | +107073.19% | |
| Centaurus Financial, Inc. | 0.04% | 21,919 | $932 | $998,446 | +$997,514 | +107029.35% |
Frequently asked questions about APRT
Who owns the most APRT stock?
The largest holders of APRT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ALLIANZIM US LG CAP BUFFER10 (APRT).
Is APRT widely held by superinvestors?
Many widely followed stocks like APRT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly APRT is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.