ALLIANZIM US LC BUFFER10 AUG (AUGT) Institutional Ownership Changes & 13F Activity

ALLIANZIM US LC BUFFER10 AUG (AUGT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Strategic Blueprint, Llc, Commonwealth Equity Services, Llc, Osaic Holdings, Inc., Lpl Financial Llc, and Old Mission Capital Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Independent Financial Group, LlcSell-7,159-100.0%0$0.00Q4 2025May 15, 2026
Raymond James Financial IncBuy+21,246—21,246$757.24KQ4 2025Feb 18, 2026
Osaic Holdings, Inc.Buy+88,096—88,096$3.14MQ4 2025Feb 17, 2026
Old Mission Capital LlcBuy+30,370—30,370$1.08MQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+23,943—23,943$853.36KQ4 2025Feb 17, 2026
Kestra Advisory Services, LlcBuy+26,318—26,318$938.01KQ4 2025Feb 13, 2026
Allianz SeBuy+5,000—5,000$178.21KQ4 2025Feb 13, 2026
Barclays PlcBuy+3,558—3,558$126.81KQ4 2025Feb 13, 2026
Commonwealth Equity Services, LlcBuy+138,217—138,217$4.93MQ4 2025Feb 12, 2026
Ankerstar Wealth, LlcBuy+527—527$18.78KQ4 2025Feb 12, 2026
Lpl Financial LlcBuy+41,641—41,641$1.48MQ4 2025Feb 11, 2026
Jpmorgan Chase & CoBuy+129—129$4.60KQ4 2025Feb 11, 2026
Rothschild Wealth LlcBuy+15,924—15,924$567.55KQ4 2025Feb 10, 2026
Nvest Financial, LlcBuy+15,541—15,541$553.90KQ4 2025Feb 10, 2026
Envestnet Asset Management IncBuy+7,821—7,821$278.75KQ4 2025Feb 10, 2026
Harbour Investments, Inc.Buy+20,847—20,847$743.02KQ4 2025Feb 09, 2026
Blue Bell Private Wealth Management, LlcBuy+3,147—3,147$112.16KQ4 2025Feb 09, 2026
Kingdom Financial Group Llc.Buy+157—157$5.60KQ4 2025Feb 06, 2026
Cambridge Investment Research Advisors, Inc.Buy+7,319—7,319$261.00KQ4 2025Feb 05, 2026
Strategic Blueprint, LlcBuy+146,584—146,584$5.22MQ4 2025Jan 30, 2026
Sanctuary Advisors, LlcBuy+12,187—12,187$434.36KQ4 2025Jan 29, 2026
Jim Saulnier & Associates, LlcBuy+6,670—6,670$237.73KQ4 2025Jan 29, 2026
Ubs Group AgBuy+3,368—3,368$120.04KQ4 2025Jan 29, 2026
Nbc Securities, Inc.Buy+600—600$21.38KQ4 2025Jan 29, 2026
Pfg AdvisorsBuy+16,494—16,494$587.87KQ4 2025Jan 27, 2026
Elevated Capital Advisors, LlcBuy+7,864—7,864$280.28KQ4 2025Jan 27, 2026
Ae Wealth Management LlcBuy+6,786—6,786$241.87KQ4 2025Jan 26, 2026
Nfsg CorpBuy+480—480$17.11KQ4 2025Jan 21, 2026
Focus Financial Network, Inc.Buy+10,966—10,966$390.84KQ4 2025Jan 12, 2026
First Heartland Consultants, Inc.Buy+10,346—10,346$368.75KQ4 2025Jan 09, 2026
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Frequently asked questions about AUGT activity

  • Which institutional owners are buying AUGT?

    Institutional owners buying AUGT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in AUGT activity?

    "Buy" means an investor increased their reported position in AUGT compared to the prior reporting period. This reflects growing exposure to ALLIANZIM US LC BUFFER10 AUG (AUGT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in AUGT increasing?

    Institutional interest in AUGT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.