ALLIANZIM US LC BUFFER10 AUG (AUGT) Institutional Shareholders
ALLIANZIM US LC BUFFER10 AUG (AUGT) 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 $17.04M in AUGT holdings during the latest filing period.
Commonwealth Equity Services, Llc is currently the largest disclosed institutional shareholder of AUGT tracked by InsiderSet, reporting ownership valued at approximately $4.72M 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 $4.85M, representing an estimated gain of +2.77% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed AUGT value among the investors covered in this analysis. Major shareholders include Commonwealth Equity Services, Llc, Osaic Holdings, Inc., Lpl Financial 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
27
Total Reported Value
$17.04M
Largest Holder
Commonwealth Equity Services, Llc
Largest Position
$4.72M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
33
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% | 124,062 | $4,721,800 | $4,852,623 | +$130,823 | +2.77% | |
| Osaic Holdings, Inc. | 0.00% | 67,589 | $2,572,422 | $2,643,710 | +$71,288 | +2.77% | |
| Lpl Financial Llc | 0.00% | 28,926 | $1,100,924 | $1,131,426 | +$30,502 | +2.77% | |
| Cetera Investment Advisers | 0.00% | 24,090 | $916,865 | $942,268 | +$25,403 | +2.77% | |
| Old Mission Capital Llc | 0.02% | 20,608 | $784,340 | $806,072 | +$21,732 | +2.77% | |
| Kestra Advisory Services, Llc | 0.00% | 18,804 | $715,680 | $735,509 | +$19,829 | +2.77% | |
| Raymond James Financial Inc | 0.00% | 17,885 | $680,703 | $699,563 | +$18,860 | +2.77% | |
| Harbour Investments, Inc. | 0.01% | 17,036 | $648,390 | $666,355 | +$17,965 | +2.77% | |
| Susquehanna International Group, Llp | 0.00% | 16,898 | $643,138 | $660,957 | +$17,819 | +2.77% | |
| Pfg Advisors | 0.03% | 16,494 | $627,762 | $645,155 | +$17,393 | +2.77% | |
| Nvest Financial, Llc | 0.18% | 15,109 | $575,049 | $590,981 | +$15,932 | +2.77% | |
| Rothschild Wealth Llc | 0.04% | 12,649 | $481,421 | $494,759 | +$13,338 | +2.77% | |
| Sanctuary Advisors, Llc | 0.00% | 12,152 | $462,505 | $475,319 | +$12,814 | +2.77% | |
| Strategic Blueprint, Llc | 0.02% | 11,690 | $444,921 | $457,249 | +$12,328 | +2.77% | |
| Focus Financial Network, Inc. | 0.01% | 10,888 | $414,397 | $425,879 | +$11,482 | +2.77% | |
| Envestnet Asset Management Inc | 0.00% | 7,870 | $299,532 | $307,831 | +$8,299 | +2.77% | |
| First Heartland Consultants, Inc. | 0.02% | 7,829 | $297,972 | $306,227 | +$8,255 | +2.77% | |
| Citadel Advisors Llc | 0.00% | 6,002 | $228,436 | $234,765 | +$6,329 | +2.77% | |
| Allianz Se | 0.00% | 5,000 | $190,300 | $195,573 | +$5,273 | +2.77% | |
| Blue Bell Private Wealth Management, Llc | 0.02% | 3,197 | $121,678 | $125,049 | +$3,371 | +2.77% | |
| Barclays Plc | 0.00% | 970 | $36,918 | $37,941 | +$1,023 | +2.77% | |
| Nbc Securities, Inc. | 0.00% | 600 | $22,836 | $23,469 | +$633 | +2.77% | |
| Ankerstar Wealth, Llc | 0.02% | 527 | $20,058 | $20,613 | +$555 | +2.77% | |
| Nfsg Corp | 0.00% | 480 | $18,269 | $18,775 | +$506 | +2.77% | |
| Ubs Group Ag | 0.00% | 211 | $8,031 | $8,253 | +$222 | +2.77% | |
| Kingdom Financial Group Llc. | 0.00% | 157 | $5,975 | $6,141 | +$166 | +2.78% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 8,124 | $309 | $317,766 | +$317,457 | +102736.96% |
Frequently asked questions about AUGT
Who owns the most AUGT stock?
The largest holders of AUGT 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 BUFFER10 AUG (AUGT).
Is AUGT widely held by superinvestors?
Many widely followed stocks like AUGT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AUGT 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.