DECW Institutional Ownership & Shareholders
ALLIANZIM US LC BUFFER20 DEC (DECW) is currently held by 80 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $125.54M 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 DECW tracked by InsiderSet, reporting ownership valued at approximately $14.95M 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 $14.97M, representing an estimated gain of +0.10% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed DECW 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 BUFFER20 DEC (DECW).
This page ranks the largest institutional DECW 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
80
Total Reported Value
$125.54M
Largest Holder
Commonwealth Equity Services, Llc
Largest Position
$14.95M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
92
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 | 0.02% | 409,359 | $14,951,766 | $14,966,697 | +$14,931 | +0.10% | |
| Osaic Holdings, Inc. | 0.01% | 320,645 | $11,431,091 | $11,723,198 | +$292,107 | +2.56% | |
| Lpl Financial Llc | 0.00% | 232,172 | $8,276,954 | $8,488,510 | +$211,556 | +2.56% | |
| Access Financial Services, Inc. | 2.57% | 220,052 | $7,844,876 | $8,045,387 | +$200,511 | +2.56% | |
| Pom Investment Strategies, Llc | 5.68% | 192,783 | $7,041,361 | $7,048,397 | +$7,036 | +0.10% | |
| Allianz Se | 0.07% | 193,251 | $6,889,418 | $7,065,508 | +$176,090 | +2.56% | |
| American Asset Management Inc. | 4.68% | 161,052 | $5,741,520 | $5,888,270 | +$146,750 | +2.56% | |
| Raymond James Financial Inc | 0.00% | 148,068 | $5,278,639 | $5,413,559 | +$134,920 | +2.56% | |
| Wellment Financial | 5.36% | 136,464 | $4,984,303 | $4,989,301 | +$4,998 | +0.10% | |
| Kestra Advisory Services, Llc | 0.01% | 132,549 | $4,841,307 | $4,846,164 | +$4,857 | +0.10% | |
| Coppell Advisory Solutions Llc | 0.31% | 337 | $3,742,776 | $12,321 | -$3,730,455 | -99.67% | |
| Outlook Wealth Advisors, Llc | 0.76% | 97,829 | $3,573,185 | $3,576,755 | +$3,570 | +0.10% | |
| Cetera Investment Advisers | 0.00% | 98,337 | $3,505,701 | $3,595,329 | +$89,628 | +2.56% | |
| Concurrent Investment Advisors, Llc | 0.02% | 75,807 | $2,768,836 | $2,771,602 | +$2,766 | +0.10% | |
| Spire Wealth Management | 0.08% | 68,032 | $2,484,526 | $2,487,338 | +$2,812 | +0.11% | |
| Networth Advisors, Llc | 1.12% | 53,493 | $1,953,822 | $1,955,774 | +$1,952 | +0.10% | |
| Integrated Wealth Management | 1.91% | 53,164 | $1,941,804 | $1,943,745 | +$1,941 | +0.10% | |
| Farther Finance Advisors, Llc | 0.01% | 47,295 | $1,727,439 | $1,729,167 | +$1,728 | +0.10% | |
| Aegis Wealth Management, Inc. | 0.88% | 41,031 | $1,498,649 | $1,500,147 | +$1,498 | +0.10% | |
| Fsa Advisors, Inc. | 0.63% | 38,448 | $1,370,675 | $1,405,709 | +$35,034 | +2.56% | |
| Focus Financial Network, Inc. | 0.04% | 33,774 | $1,233,594 | $1,234,821 | +$1,227 | +0.10% | |
| Susquehanna International Group, Llp | 0.00% | 34,324 | $1,223,654 | $1,254,930 | +$31,276 | +2.56% | |
| Harbour Investments, Inc. | 0.02% | 34,002 | $1,212,176 | $1,243,157 | +$30,981 | +2.56% | |
| World Investment Advisors | 0.02% | 33,057 | $1,178,485 | $1,208,607 | +$30,122 | +2.56% | |
| First Heartland Consultants, Inc. | 0.07% | 30,763 | $1,123,612 | $1,124,735 | +$1,123 | +0.10% | |
| Lloyd Advisory Services, Llc. | 0.40% | 28,972 | $1,058,181 | $1,059,254 | +$1,073 | +0.10% | |
| Westshore Wealth, Llc | 0.28% | 25,223 | $899,202 | $922,186 | +$22,984 | +2.56% | |
| Cypress Wealth Services, Llc | 0.09% | 21,613 | $794,606 | $790,199 | -$4,407 | -0.55% | |
| Tounjian Advisory Partners, Llc | 0.32% | 20,012 | $730,934 | $731,665 | +$731 | +0.10% | |
| Envestnet Asset Management Inc | 0.00% | 20,314 | $724,196 | $742,706 | +$18,510 | +2.56% | |
| Assuredpartners Investment Advisors, Llc | 0.07% | 19,983 | $712,396 | $730,604 | +$18,208 | +2.56% | |
| Blackston Financial Advisory Group, Llc | 0.39% | 18,952 | $692,218 | $692,910 | +$692 | +0.10% | |
| Old Mission Capital Llc | 0.02% | 17,708 | $631,291 | $647,428 | +$16,137 | +2.56% | |
| Mosley Wealth Management | 0.18% | 17,028 | $625,997 | $622,566 | -$3,431 | -0.55% | |
| Smart Wealth Llc | 0.12% | 16,150 | $589,876 | $590,465 | +$589 | +0.10% | |
| Centaurus Financial, Inc. | 0.02% | 14,723 | $525,000 | $538,292 | +$13,292 | +2.53% | |
| Advisornet Financial, Inc | 0.02% | 13,985 | $512,984 | $511,310 | -$1,674 | -0.33% | |
| Blue Water Asset Management | 0.16% | 13,664 | $499,070 | $499,574 | +$504 | +0.10% | |
| Elevation Wealth Management Llc | 0.30% | 12,176 | $444,728 | $445,170 | +$442 | +0.10% | |
| Innovative Asset Advisors Group, Llc | 0.19% | 12,306 | $438,710 | $449,923 | +$11,213 | +2.56% | |
| Creative Planning | 0.00% | 11,380 | $415,652 | $416,068 | +$416 | +0.10% | |
| Merit Financial Group, Llc | 0.00% | 11,649 | $415,272 | $425,903 | +$10,631 | +2.56% | |
| Citadel Advisors Llc | 0.00% | 11,544 | $411,545 | $422,064 | +$10,519 | +2.56% | |
| Long Island Wealth Management, Inc. | 0.16% | 11,000 | $401,773 | $402,174 | +$401 | +0.10% | |
| Tyche Wealth Partners Llc | 0.06% | 11,000 | $392,151 | $402,174 | +$10,023 | +2.56% | |
| Garden State Investment Advisory Services Llc | 0.08% | 10,750 | $383,239 | $393,034 | +$9,795 | +2.56% | |
| Pfg Advisors | 0.02% | 10,283 | $375,585 | $375,960 | +$375 | +0.10% | |
| Jpmorgan Chase & Co | 0.00% | 10,520 | $373,881 | $384,625 | +$10,744 | +2.87% | |
| Mml Investors Services, Llc | 0.00% | 10,335 | $368,444 | $377,861 | +$9,417 | +2.56% | |
| Independent Financial Group, Llc | 0.01% | 9,774 | $357,011 | $357,350 | +$339 | +0.09% |
Frequently asked questions about DECW
Who are the largest institutional holders of DECW?
The largest institutional holders of DECW reported in the latest SEC Form 13F filings include Commonwealth Equity Services, Llc, Osaic Holdings, Inc., Lpl Financial Llc, Access Financial Services, Inc., and Pom Investment Strategies, Llc. InsiderSet ranks institutional holders by their latest reported DECW position.
What is DECW institutional ownership?
This page tracks DECW positions reported by institutional investment managers through SEC Form 13F. ALLIANZIM US LC BUFFER20 DEC (DECW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DECW?
InsiderSet currently tracks 80 institutional managers reporting DECW 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 DECW shareholders.
How much DECW stock do institutions own?
Institutional investment managers disclosed approximately $125.54M in DECW holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DECW institutional ownership last updated?
The latest DECW 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 DECW 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 DECW position after the reporting date.
Are institutions buying or selling DECW?
Institutional buying and selling can be analyzed by comparing DECW positions across consecutive 13F reporting periods. InsiderSet's DECW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DECW ownership changes.
How has DECW institutional ownership changed over time?
InsiderSet tracks DECW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.