APRW Institutional Ownership & Shareholders
ALLIANZIM US LC BUFFER20 APR (APRW) is currently held by 63 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $161.90M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Commonwealth Equity Services, Llc is currently the largest disclosed institutional shareholder of APRW tracked by InsiderSet, reporting ownership valued at approximately $33.40M in its June 30, 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 $34.12M, representing an estimated gain of +2.14% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed APRW value among the investors covered in this analysis. Major shareholders include Commonwealth Equity Services, Llc, Raymond James Financial Inc, Osaic Holdings, Inc., and several other long-term asset managers with concentrated positions in ALLIANZIM US LC BUFFER20 APR (APRW).
This page ranks the largest institutional APRW 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
63
Total Reported Value
$161.90M
Largest Holder
Commonwealth Equity Services, Llc
Largest Position
$33.40M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
73
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Commonwealth Equity Services, Llc | 0.04% | 899,288 | $33,399,360 | $34,115,569 | +$716,209 | +2.14% | |
| Raymond James Financial Inc | 0.00% | 438,544 | $16,287,437 | $16,636,693 | +$349,256 | +2.14% | |
| Osaic Holdings, Inc. | 0.02% | 399,855 | $14,850,485 | $15,168,979 | +$318,494 | +2.14% | |
| Lpl Financial Llc | 0.00% | 321,559 | $11,942,636 | $12,198,727 | +$256,091 | +2.14% | |
| Advyzon Investment Management, Llc | 0.61% | 225,897 | $8,389,769 | $8,569,674 | +$179,905 | +2.14% | |
| Cetera Investment Advisers | 0.01% | 222,848 | $8,276,530 | $8,454,006 | +$177,476 | +2.14% | |
| Allianz Se | 0.07% | 181,956 | $6,757,809 | $6,902,719 | +$144,910 | +2.14% | |
| Guardian Capital, Llc | 4.57% | 150,342 | $5,583,672 | $5,703,404 | +$119,732 | +2.14% | |
| Centaurus Financial, Inc. | 0.20% | 138,016 | $5,126,000 | $5,235,803 | +$109,803 | +2.14% | |
| Gts Financial, Llc | 3.40% | 139,885 | $4,666,997 | $5,306,705 | +$639,708 | +13.71% | |
| Envestnet Asset Management Inc | 0.00% | 117,062 | $4,347,659 | $4,440,887 | +$93,228 | +2.14% | |
| World Investment Advisors | 0.06% | 99,380 | $3,690,953 | $3,770,100 | +$79,147 | +2.14% | |
| Farther Finance Advisors, Llc | 0.02% | 90,972 | $3,444,493 | $3,451,132 | +$6,639 | +0.19% | |
| Ausdal Financial Partners, Inc. | 0.13% | 91,287 | $3,390,381 | $3,463,082 | +$72,701 | +2.14% | |
| Kestra Advisory Services, Llc | 0.01% | 73,582 | $2,732,821 | $2,791,421 | +$58,600 | +2.14% | |
| Perennial Investment Advisors, Llc | 0.17% | 67,230 | $2,496,902 | $2,550,451 | +$53,549 | +2.14% | |
| Susquehanna International Group, Llp | 0.00% | 63,885 | $2,372,676 | $2,423,554 | +$50,878 | +2.14% | |
| Joseph P. Lucia & Associates, Llc | 0.68% | 62,025 | $2,348,459 | $2,352,993 | +$4,534 | +0.19% | |
| Mml Investors Services, Llc | 0.00% | 51,859 | $1,926,033 | $1,967,333 | +$41,300 | +2.14% | |
| Concurrent Investment Advisors, Llc | 0.01% | 36,815 | $1,393,930 | $1,396,621 | +$2,691 | +0.19% | |
| Long Island Wealth Management, Inc. | 0.54% | 36,613 | $1,386,282 | $1,388,958 | +$2,676 | +0.19% | |
| Compass Advisory Group Llc | 0.32% | 35,789 | $1,329,196 | $1,357,699 | +$28,503 | +2.14% | |
| Focus Financial Network, Inc. | 0.03% | 30,182 | $1,142,773 | $1,144,990 | +$2,217 | +0.19% | |
| Spire Wealth Management | 0.03% | 27,003 | $1,022,341 | $1,024,391 | +$2,050 | +0.20% | |
| Jim Saulnier & Associates, Llc | 0.41% | 27,197 | $1,010,091 | $1,031,751 | +$21,660 | +2.14% | |
| Midwest Financial Network, Llc | 0.54% | 21,006 | $795,341 | $796,888 | +$1,547 | +0.19% | |
| Harbour Investments, Inc. | 0.01% | 21,296 | $790,929 | $807,889 | +$16,960 | +2.14% | |
| Independent Financial Group, Llc | 0.01% | 20,643 | $781,608 | $783,117 | +$1,509 | +0.19% | |
| Westshore Wealth, Llc | 0.23% | 20,046 | $744,504 | $760,469 | +$15,965 | +2.14% | |
| Diversify Advisory Services, Llc | 0.01% | 19,346 | $735,531 | $733,914 | -$1,617 | -0.22% | |
| Diversify Wealth Management, Llc | 0.01% | 19,346 | $735,531 | $733,914 | -$1,617 | -0.22% | |
| Nations Financial Group Inc | 0.03% | 18,743 | $696,111 | $711,038 | +$14,927 | +2.14% | |
| Cypress Wealth Services, Llc | 0.06% | 14,336 | $545,267 | $543,853 | -$1,414 | -0.26% | |
| Pfg Advisors | 0.02% | 11,337 | $429,254 | $430,083 | +$829 | +0.19% | |
| Stirlingshire Investments, Inc. | 0.31% | 11,292 | $419,383 | $428,376 | +$8,993 | +2.14% | |
| Foundations Investment Advisors, Llc | 0.00% | 11,070 | $411,138 | $419,954 | +$8,816 | +2.14% | |
| Mutual Advisors, Llc | 0.01% | 10,643 | $395,279 | $403,755 | +$8,476 | +2.14% | |
| Accurate Wealth Management, Llc | 0.03% | 9,996 | $380,303 | $379,210 | -$1,093 | -0.29% | |
| First Heartland Consultants, Inc. | 0.02% | 9,507 | $359,964 | $360,659 | +$695 | +0.19% | |
| Castle Rock Wealth Management, Llc | 0.06% | 8,975 | $341,362 | $340,477 | -$885 | -0.26% | |
| Summit Financial, Llc | 0.00% | 8,700 | $323,116 | $330,045 | +$6,929 | +2.14% | |
| Mason Investment Advisory Services, Inc. | 0.01% | 8,194 | $304,324 | $310,849 | +$6,525 | +2.14% | |
| Blue Water Asset Management | 0.10% | 8,056 | $299,198 | $305,614 | +$6,416 | +2.14% | |
| Grantvest Financial Group Llc | 0.17% | 7,893 | $298,853 | $299,430 | +$577 | +0.19% | |
| Lloyd Advisory Services, Llc. | 0.11% | 7,823 | $290,545 | $296,775 | +$6,230 | +2.14% | |
| Ifp Advisors, Inc | 0.00% | 7,528 | $285,033 | $285,584 | +$551 | +0.19% | |
| Royal Bank Of Canada | 0.00% | 6,965 | $259,000 | $264,226 | +$5,226 | +2.02% | |
| Walser Wealth Management Company, A Ltd Liability Co | 0.10% | 6,693 | $253,418 | $253,907 | +$489 | +0.19% | |
| Forty-Three Eighteen Advisors, Llc | 0.17% | 6,622 | $245,940 | $251,214 | +$5,274 | +2.14% | |
| Creative Financial Designs Inc | 0.01% | 6,426 | $238,660 | $243,778 | +$5,118 | +2.14% |
Frequently asked questions about APRW
Who are the largest institutional holders of APRW?
The largest institutional holders of APRW reported in the latest SEC Form 13F filings include Commonwealth Equity Services, Llc, Raymond James Financial Inc, Osaic Holdings, Inc., Lpl Financial Llc, and Advyzon Investment Management, Llc. InsiderSet ranks institutional holders by their latest reported APRW position.
What is APRW institutional ownership?
This page tracks APRW positions reported by institutional investment managers through SEC Form 13F. ALLIANZIM US LC BUFFER20 APR (APRW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own APRW?
InsiderSet currently tracks 63 institutional managers reporting APRW holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of APRW shareholders.
How much APRW stock do institutions own?
Institutional investment managers disclosed approximately $161.90M in APRW holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was APRW institutional ownership last updated?
The latest APRW institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional APRW holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its APRW position after the reporting date.
Are institutions buying or selling APRW?
Institutional buying and selling can be analyzed by comparing APRW positions across consecutive 13F reporting periods. InsiderSet's APRW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View APRW ownership changes.
How has APRW institutional ownership changed over time?
InsiderSet tracks APRW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.