ALLIANZIM US LC BUFFER20 AUG (AUGW) Institutional Shareholders
ALLIANZIM US LC BUFFER20 AUG (AUGW) 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 $93.36M in AUGW holdings during the latest filing period.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of AUGW tracked by InsiderSet, reporting ownership valued at approximately $26.42M in its March 31, 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 $28.32M, representing an estimated gain of +7.20% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 81% of the total disclosed AUGW value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Commonwealth Equity Services, Llc, Osaic Holdings, Inc., and several other long-term asset managers with concentrated positions in ALLIANZIM US LC BUFFER20 AUG (AUGW).
This page ranks the largest institutional AUGW 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
46
Total Reported Value
$93.36M
Largest Holder
Raymond James Financial Inc
Largest Position
$26.42M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
52
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | 0.01% | 821,717 | $26,418,366 | $28,320,394 | +$1,902,028 | +7.20% | |
| Commonwealth Equity Services, Llc | 0.02% | 376,381 | $12,813,890 | $12,971,934 | +$158,044 | +1.23% | |
| Osaic Holdings, Inc. | 0.01% | 281,786 | $9,059,386 | $9,711,726 | +$652,340 | +7.20% | |
| Access Financial Services, Inc. | 1.79% | 160,448 | $5,462,452 | $5,529,824 | +$67,372 | +1.23% | |
| Allianz Se | 0.06% | 163,930 | $5,270,382 | $5,649,831 | +$379,449 | +7.20% | |
| Cetera Investment Advisers | 0.00% | 110,645 | $3,557,259 | $3,813,369 | +$256,110 | +7.20% | |
| Lpl Financial Llc | 0.00% | 108,797 | $3,497,845 | $3,749,678 | +$251,833 | +7.20% | |
| Advisory Alpha, Llc | 0.09% | 107,317 | $3,450,263 | $3,698,670 | +$248,407 | +7.20% | |
| American Asset Management Inc. | 2.77% | 99,779 | $3,396,977 | $3,438,873 | +$41,896 | +1.23% | |
| Kestra Advisory Services, Llc | 0.01% | 68,564 | $2,334,261 | $2,363,051 | +$28,790 | +1.23% | |
| Envestnet Asset Management Inc | 0.00% | 49,733 | $1,693,160 | $1,714,043 | +$20,883 | +1.23% | |
| Gts Financial, Llc | 1.33% | 58,196 | $1,677,209 | $2,005,719 | +$328,510 | +19.59% | |
| World Investment Advisors | 0.03% | 50,189 | $1,613,585 | $1,729,759 | +$116,174 | +7.20% | |
| Spire Wealth Management | 0.04% | 42,492 | $1,446,844 | $1,464,483 | +$17,639 | +1.22% | |
| Castle Rock Wealth Management, Llc | 0.27% | 40,567 | $1,382,523 | $1,398,138 | +$15,615 | +1.13% | |
| Pfg Advisors | 0.06% | 37,681 | $1,282,850 | $1,298,672 | +$15,822 | +1.23% | |
| Harbour Investments, Inc. | 0.02% | 30,555 | $982,349 | $1,053,075 | +$70,726 | +7.20% | |
| Focus Financial Network, Inc. | 0.03% | 26,404 | $898,924 | $910,011 | +$11,087 | +1.23% | |
| Old Mission Capital Llc | 0.02% | 26,274 | $844,714 | $905,531 | +$60,817 | +7.20% | |
| Susquehanna International Group, Llp | 0.00% | 22,633 | $727,656 | $780,044 | +$52,388 | +7.20% | |
| Mml Investors Services, Llc | 0.00% | 21,073 | $677,501 | $726,279 | +$48,778 | +7.20% | |
| Merit Financial Group, Llc | 0.00% | 18,813 | $640,475 | $648,388 | +$7,913 | +1.24% | |
| Crown Wealth Group, Llc | 0.16% | 18,289 | $622,649 | $630,329 | +$7,680 | +1.23% | |
| Joseph P. Lucia & Associates, Llc | 0.18% | 15,898 | $511,124 | $547,923 | +$36,799 | +7.20% | |
| Concurrent Investment Advisors, Llc | 0.00% | 9,337 | $317,878 | $321,799 | +$3,921 | +1.23% | |
| Forty-Three Eighteen Advisors, Llc | 0.21% | 9,000 | $306,405 | $310,184 | +$3,779 | +1.23% | |
| Independent Financial Group, Llc | 0.01% | 8,754 | $298,030 | $301,706 | +$3,676 | +1.23% | |
| Diligent Investors, Llc | 0.06% | 8,455 | $287,850 | $291,401 | +$3,551 | +1.23% | |
| Red Crane Wealth Management, Llc | 0.19% | 7,451 | $253,669 | $256,798 | +$3,129 | +1.23% | |
| Allegheny Financial Group | 0.03% | 6,950 | $236,639 | $239,531 | +$2,892 | +1.22% | |
| Farther Finance Advisors, Llc | 0.00% | 6,947 | $236,511 | $239,428 | +$2,917 | +1.23% | |
| Grantvest Financial Group Llc | 0.14% | 6,768 | $217,593 | $233,258 | +$15,665 | +7.20% | |
| Cypress Wealth Services, Llc | 0.03% | 6,372 | $216,935 | $219,610 | +$2,675 | +1.23% | |
| Ausdal Financial Partners, Inc. | 0.01% | 6,742 | $216,757 | $232,362 | +$15,605 | +7.20% | |
| Gts Securities Llc | 0.01% | 6,739 | $216,659 | $232,259 | +$15,600 | +7.20% | |
| Elevated Capital Advisors, Llc | 0.02% | 2,652 | $90,287 | $91,401 | +$1,114 | +1.23% | |
| Creative Financial Designs Inc | 0.00% | 1,602 | $54,540 | $55,213 | +$673 | +1.23% | |
| Barclays Plc | 0.00% | 1,446 | $46,489 | $49,836 | +$3,347 | +7.20% | |
| Ubs Group Ag | 0.00% | 943 | $30,317 | $32,500 | +$2,183 | +7.20% | |
| Blue Bell Private Wealth Management, Llc | 0.00% | 760 | $24,434 | $26,193 | +$1,759 | +7.20% | |
| St Germain D J Co Inc | 0.00% | 553 | $18,827 | $19,059 | +$232 | +1.23% | |
| Ankerstar Wealth, Llc | 0.02% | 508 | $16,332 | $17,508 | +$1,176 | +7.20% | |
| Ifp Advisors, Inc | 0.00% | 300 | $10,214 | $10,339 | +$125 | +1.23% | |
| Park Avenue Securities Llc | 0.01% | 64,084 | $2,182 | $2,208,649 | +$2,206,467 | +101121.29% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 29,149 | $992 | $1,004,617 | +$1,003,625 | +101171.91% | |
| Centaurus Financial, Inc. | 0.02% | 10,629 | $342 | $366,327 | +$365,985 | +107013.28% |
Frequently asked questions about AUGW
Who owns the most AUGW stock?
The largest holders of AUGW 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 AUG (AUGW).
Is AUGW widely held by superinvestors?
Many widely followed stocks like AUGW appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AUGW 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.