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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Independent Financial Group, Llc | Sell | -7,159 | -100.0% | 0 | $0.00 | Q4 2025 | May 15, 2026 |
| Raymond James Financial Inc | Buy | +21,246 | — | 21,246 | $757.24K | Q4 2025 | Feb 18, 2026 |
| Osaic Holdings, Inc. | Buy | +88,096 | — | 88,096 | $3.14M | Q4 2025 | Feb 17, 2026 |
| Old Mission Capital Llc | Buy | +30,370 | — | 30,370 | $1.08M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +23,943 | — | 23,943 | $853.36K | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, Llc | Buy | +26,318 | — | 26,318 | $938.01K | Q4 2025 | Feb 13, 2026 |
| Allianz Se | Buy | +5,000 | — | 5,000 | $178.21K | Q4 2025 | Feb 13, 2026 |
| Barclays Plc | Buy | +3,558 | — | 3,558 | $126.81K | Q4 2025 | Feb 13, 2026 |
| Commonwealth Equity Services, Llc | Buy | +138,217 | — | 138,217 | $4.93M | Q4 2025 | Feb 12, 2026 |
| Ankerstar Wealth, Llc | Buy | +527 | — | 527 | $18.78K | Q4 2025 | Feb 12, 2026 |
| Lpl Financial Llc | Buy | +41,641 | — | 41,641 | $1.48M | Q4 2025 | Feb 11, 2026 |
| Jpmorgan Chase & Co | Buy | +129 | — | 129 | $4.60K | Q4 2025 | Feb 11, 2026 |
| Rothschild Wealth Llc | Buy | +15,924 | — | 15,924 | $567.55K | Q4 2025 | Feb 10, 2026 |
| Nvest Financial, Llc | Buy | +15,541 | — | 15,541 | $553.90K | Q4 2025 | Feb 10, 2026 |
| Envestnet Asset Management Inc | Buy | +7,821 | — | 7,821 | $278.75K | Q4 2025 | Feb 10, 2026 |
| Harbour Investments, Inc. | Buy | +20,847 | — | 20,847 | $743.02K | Q4 2025 | Feb 09, 2026 |
| Blue Bell Private Wealth Management, Llc | Buy | +3,147 | — | 3,147 | $112.16K | Q4 2025 | Feb 09, 2026 |
| Kingdom Financial Group Llc. | Buy | +157 | — | 157 | $5.60K | Q4 2025 | Feb 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +7,319 | — | 7,319 | $261.00K | Q4 2025 | Feb 05, 2026 |
| Strategic Blueprint, Llc | Buy | +146,584 | — | 146,584 | $5.22M | Q4 2025 | Jan 30, 2026 |
| Sanctuary Advisors, Llc | Buy | +12,187 | — | 12,187 | $434.36K | Q4 2025 | Jan 29, 2026 |
| Jim Saulnier & Associates, Llc | Buy | +6,670 | — | 6,670 | $237.73K | Q4 2025 | Jan 29, 2026 |
| Ubs Group Ag | Buy | +3,368 | — | 3,368 | $120.04K | Q4 2025 | Jan 29, 2026 |
| Nbc Securities, Inc. | Buy | +600 | — | 600 | $21.38K | Q4 2025 | Jan 29, 2026 |
| Pfg Advisors | Buy | +16,494 | — | 16,494 | $587.87K | Q4 2025 | Jan 27, 2026 |
| Elevated Capital Advisors, Llc | Buy | +7,864 | — | 7,864 | $280.28K | Q4 2025 | Jan 27, 2026 |
| Ae Wealth Management Llc | Buy | +6,786 | — | 6,786 | $241.87K | Q4 2025 | Jan 26, 2026 |
| Nfsg Corp | Buy | +480 | — | 480 | $17.11K | Q4 2025 | Jan 21, 2026 |
| Focus Financial Network, Inc. | Buy | +10,966 | — | 10,966 | $390.84K | Q4 2025 | Jan 12, 2026 |
| First Heartland Consultants, Inc. | Buy | +10,346 | — | 10,346 | $368.75K | Q4 2025 | Jan 09, 2026 |
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.