ALLIANZIM US LC BUFFER20 APR (APRW) Institutional Shareholders
ALLIANZIM US LC BUFFER20 APR (APRW) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $133.17M in APRW holdings during the latest filing period.
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 $33.59M, representing an estimated gain of +0.56% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% 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
57
Total Reported Value
$133.17M
Largest Holder
Commonwealth Equity Services, Llc
Largest Position
$33.40M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
65
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 | $33,587,328 | +$187,968 | +0.56% | |
| Raymond James Financial Inc | 0.00% | 413,522 | $14,628,466 | $15,444,550 | +$816,084 | +5.58% | |
| Osaic Holdings, Inc. | 0.02% | 343,757 | $12,161,692 | $12,838,911 | +$677,219 | +5.57% | |
| Lpl Financial Llc | 0.00% | 299,396 | $10,591,222 | $11,182,081 | +$590,859 | +5.58% | |
| Cetera Investment Advisers | 0.01% | 220,887 | $7,813,944 | $8,249,864 | +$435,920 | +5.58% | |
| Allianz Se | 0.06% | 148,229 | $5,243,645 | $5,536,175 | +$292,530 | +5.58% | |
| Advyzon Investment Management, Llc | 0.45% | 142,189 | $5,029,979 | $5,310,589 | +$280,610 | +5.58% | |
| Gts Financial, Llc | 3.57% | 140,527 | $4,509,511 | $5,248,515 | +$739,004 | +16.39% | |
| Envestnet Asset Management Inc | 0.00% | 117,062 | $4,347,659 | $4,372,125 | +$24,466 | +0.56% | |
| Guardian Capital, Llc | 3.58% | 105,827 | $3,743,662 | $3,952,511 | +$208,849 | +5.58% | |
| Farther Finance Advisors, Llc | 0.03% | 87,456 | $3,248,109 | $3,266,377 | +$18,268 | +0.56% | |
| World Investment Advisors | 0.05% | 87,906 | $3,109,701 | $3,283,184 | +$173,483 | +5.58% | |
| Kestra Advisory Services, Llc | 0.01% | 73,582 | $2,732,821 | $2,748,199 | +$15,378 | +0.56% | |
| Ausdal Financial Partners, Inc. | 0.08% | 50,796 | $1,796,924 | $1,897,170 | +$100,246 | +5.58% | |
| Joseph P. Lucia & Associates, Llc | 0.61% | 48,532 | $1,716,834 | $1,812,612 | +$95,778 | +5.58% | |
| Long Island Wealth Management, Inc. | 0.60% | 36,613 | $1,295,196 | $1,367,452 | +$72,256 | +5.58% | |
| Compass Advisory Group Llc | 0.34% | 35,804 | $1,266,577 | $1,337,236 | +$70,659 | +5.58% | |
| Focus Financial Network, Inc. | 0.03% | 29,850 | $1,108,623 | $1,114,862 | +$6,239 | +0.56% | |
| Jim Saulnier & Associates, Llc | 0.41% | 27,197 | $1,010,091 | $1,015,775 | +$5,684 | +0.56% | |
| Spire Wealth Management | 0.03% | 26,644 | $989,553 | $995,121 | +$5,568 | +0.56% | |
| Midwest Financial Network, Llc | 0.61% | 24,095 | $894,872 | $899,919 | +$5,047 | +0.56% | |
| Clear Point Advisors Inc. | 0.66% | 23,937 | $846,779 | $894,018 | +$47,239 | +5.58% | |
| Fortis Capital Management Llc | 0.11% | 22,221 | $786,075 | $829,928 | +$43,853 | +5.58% | |
| Independent Financial Group, Llc | 0.01% | 20,643 | $766,677 | $770,991 | +$4,314 | +0.56% | |
| Pfg Advisors | 0.04% | 20,630 | $766,194 | $770,506 | +$4,312 | +0.56% | |
| Diversify Wealth Management, Llc | 0.01% | 19,346 | $719,284 | $722,550 | +$3,266 | +0.45% | |
| Nations Financial Group Inc | 0.03% | 18,743 | $696,111 | $700,029 | +$3,918 | +0.56% | |
| Mml Investors Services, Llc | 0.00% | 18,413 | $651,365 | $687,703 | +$36,338 | +5.58% | |
| Cypress Wealth Services, Llc | 0.07% | 14,336 | $532,436 | $535,432 | +$2,996 | +0.56% | |
| Old Mission Capital Llc | 0.01% | 13,376 | $473,180 | $499,578 | +$26,398 | +5.58% | |
| First Heartland Consultants, Inc. | 0.03% | 12,035 | $446,978 | $449,493 | +$2,515 | +0.56% | |
| Stirlingshire Investments, Inc. | 0.31% | 11,292 | $419,383 | $421,743 | +$2,360 | +0.56% | |
| Accurate Wealth Management, Llc | 0.04% | 10,977 | $409,003 | $409,978 | +$975 | +0.24% | |
| Mutual Advisors, Llc | 0.01% | 10,671 | $377,490 | $398,549 | +$21,059 | +5.58% | |
| Concurrent Investment Advisors, Llc | 0.00% | 10,131 | $376,263 | $378,381 | +$2,118 | +0.56% | |
| Castle Rock Wealth Management, Llc | 0.07% | 8,975 | $333,214 | $335,205 | +$1,991 | +0.60% | |
| Harbour Investments, Inc. | 0.00% | 9,137 | $323,224 | $341,256 | +$18,032 | +5.58% | |
| Leclair Wealth Partners Llc | 0.10% | 8,468 | $299,558 | $316,270 | +$16,712 | +5.58% | |
| Blue Water Asset Management | 0.10% | 8,056 | $299,198 | $300,882 | +$1,684 | +0.56% | |
| Patriot Financial Group Insurance Agency, Llc | 0.03% | 7,919 | $294,110 | $295,765 | +$1,655 | +0.56% | |
| Grantvest Financial Group Llc | 0.19% | 8,283 | $293,014 | $309,360 | +$16,346 | +5.58% | |
| Ifp Advisors, Inc | 0.00% | 6,911 | $256,673 | $258,118 | +$1,445 | +0.56% | |
| Walser Wealth Management Company, A Ltd Liability Co | 0.10% | 6,693 | $248,577 | $249,976 | +$1,399 | +0.56% | |
| Foundations Investment Advisors, Llc | 0.00% | 6,998 | $247,556 | $261,367 | +$13,811 | +5.58% | |
| Royal Bank Of Canada | 0.00% | 6,965 | $246,000 | $260,134 | +$14,134 | +5.75% | |
| Forty-Three Eighteen Advisors, Llc | 0.17% | 6,622 | $245,940 | $247,324 | +$1,384 | +0.56% | |
| Creative Financial Designs Inc | 0.01% | 6,426 | $238,660 | $240,003 | +$1,343 | +0.56% | |
| Stonebridge Financial Group, Llc / Mo | 0.16% | 6,300 | $233,981 | $235,297 | +$1,316 | +0.56% | |
| Rothschild Wealth Llc | 0.02% | 6,325 | $223,749 | $236,231 | +$12,482 | +5.58% | |
| Dhjj Financial Advisors, Ltd. | 0.06% | 5,428 | $201,595 | $202,729 | +$1,134 | +0.56% |
Frequently asked questions about APRW
Who owns the most APRW stock?
The largest holders of APRW 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 LC BUFFER20 APR (APRW).
Is APRW widely held by superinvestors?
Many widely followed stocks like APRW appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly APRW 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.