AUGT Institutional Ownership & Shareholders
ALLIANZIM US LC BUFFER10 AUG (AUGT) is currently held by 30 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $20.98M 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 AUGT tracked by InsiderSet, reporting ownership valued at approximately $5.44M in its September 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 $5.40M, representing an estimated loss of -0.58% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed AUGT value among the investors covered in this analysis. Major shareholders include Commonwealth Equity Services, Llc, Osaic Holdings, Inc., Kestra Advisory Services, Llc, and several other long-term asset managers with concentrated positions in ALLIANZIM US LC BUFFER10 AUG (AUGT).
This page ranks the largest institutional AUGT 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
30
Total Reported Value
$20.98M
Largest Holder
Commonwealth Equity Services, Llc
Largest Position
$5.44M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 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 |
|---|---|---|---|---|---|---|---|
| Commonwealth Equity Services, Llc | 0.01% | 138,832 | $5,435,270 | $5,403,702 | -$31,568 | -0.58% | |
| Osaic Holdings, Inc. | 0.00% | 67,589 | $2,572,422 | $2,630,740 | +$58,318 | +2.27% | |
| Kestra Advisory Services, Llc | 0.00% | 32,789 | $1,283,689 | $1,276,233 | -$7,456 | -0.58% | |
| Lpl Financial Llc | 0.00% | 28,926 | $1,100,924 | $1,125,875 | +$24,951 | +2.27% | |
| Cetera Investment Advisers | 0.00% | 24,090 | $916,865 | $937,645 | +$20,780 | +2.27% | |
| Old Mission Capital Llc | 0.02% | 20,608 | $784,340 | $802,117 | +$17,777 | +2.27% | |
| Raymond James Financial Inc | 0.00% | 17,885 | $680,703 | $696,131 | +$15,428 | +2.27% | |
| Harbour Investments, Inc. | 0.01% | 17,036 | $648,390 | $663,085 | +$14,695 | +2.27% | |
| Pfg Advisors | 0.03% | 16,494 | $645,740 | $641,989 | -$3,751 | -0.58% | |
| Susquehanna International Group, Llp | 0.00% | 16,898 | $643,138 | $657,714 | +$14,576 | +2.27% | |
| Nvest Financial, Llc | 0.18% | 15,109 | $575,049 | $588,082 | +$13,033 | +2.27% | |
| Rothschild Wealth Llc | 0.04% | 12,649 | $481,421 | $492,332 | +$10,911 | +2.27% | |
| Sanctuary Advisors, Llc | 0.00% | 12,152 | $462,505 | $472,987 | +$10,482 | +2.27% | |
| Strategic Blueprint, Llc | 0.02% | 11,690 | $457,664 | $455,005 | -$2,659 | -0.58% | |
| Focus Financial Network, Inc. | 0.01% | 10,776 | $421,880 | $419,430 | -$2,450 | -0.58% | |
| First Heartland Consultants, Inc. | 0.02% | 7,829 | $306,505 | $304,725 | -$1,780 | -0.58% | |
| Envestnet Asset Management Inc | 0.00% | 7,870 | $299,532 | $306,321 | +$6,789 | +2.27% | |
| Blue Bell Private Wealth Management, Llc | 0.03% | 6,934 | $271,466 | $269,889 | -$1,577 | -0.58% | |
| Accurate Wealth Management, Llc | 0.02% | 6,775 | $269,094 | $263,701 | -$5,393 | -2.00% | |
| Citadel Advisors Llc | 0.00% | 6,002 | $228,436 | $233,613 | +$5,177 | +2.27% | |
| Independent Financial Group, Llc | 0.00% | 5,767 | $225,778 | $224,467 | -$1,311 | -0.58% | |
| Balboa Wealth Partners | 0.03% | 5,138 | $201,153 | $199,984 | -$1,169 | -0.58% | |
| Allianz Se | 0.00% | 5,000 | $190,300 | $194,613 | +$4,313 | +2.27% | |
| Barclays Plc | 0.00% | 970 | $36,918 | $37,755 | +$837 | +2.27% | |
| Nbc Securities, Inc. | 0.00% | 600 | $23,490 | $23,354 | -$136 | -0.58% | |
| Ankerstar Wealth, Llc | 0.02% | 527 | $20,058 | $20,512 | +$454 | +2.26% | |
| Nfsg Corp | 0.00% | 480 | $18,792 | $18,683 | -$109 | -0.58% | |
| Ubs Group Ag | 0.00% | 211 | $8,031 | $8,213 | +$182 | +2.26% | |
| Kingdom Financial Group Llc. | 0.00% | 157 | $5,975 | $6,111 | +$136 | +2.27% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 8,124 | $318 | $316,207 | +$315,889 | +99336.23% |
Frequently asked questions about AUGT
Who are the largest institutional holders of AUGT?
The largest institutional holders of AUGT reported in the latest SEC Form 13F filings include Commonwealth Equity Services, Llc, Osaic Holdings, Inc., Kestra Advisory Services, Llc, Lpl Financial Llc, and Cetera Investment Advisers. InsiderSet ranks institutional holders by their latest reported AUGT position.
What is AUGT institutional ownership?
This page tracks AUGT positions reported by institutional investment managers through SEC Form 13F. ALLIANZIM US LC BUFFER10 AUG (AUGT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AUGT?
InsiderSet currently tracks 30 institutional managers reporting AUGT 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 AUGT shareholders.
How much AUGT stock do institutions own?
Institutional investment managers disclosed approximately $20.98M in AUGT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AUGT institutional ownership last updated?
The latest AUGT 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 AUGT 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 AUGT position after the reporting date.
Are institutions buying or selling AUGT?
Institutional buying and selling can be analyzed by comparing AUGT positions across consecutive 13F reporting periods. InsiderSet's AUGT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AUGT ownership changes.
How has AUGT institutional ownership changed over time?
InsiderSet tracks AUGT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.