ALLIANZIM US LC BUFFER20 DEC (DECW) Top Institutional Shareholders
ALLIANZIM US LC BUFFER20 DEC (DECW) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $155.25M in DECW holdings during the latest filing period.
Ae Wealth Management Llc is currently the largest disclosed institutional shareholder of DECW tracked by InsiderSet, reporting ownership valued at approximately $29.63M 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 $31.44M, representing an estimated gain of +6.14% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed DECW value among the investors covered in this analysis. Major shareholders include Ae Wealth Management Llc, Commonwealth Equity Services, Llc, Osaic Holdings, Inc., 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
$155.25M
Largest Holder
Ae Wealth Management Llc
Largest Position
$29.63M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
84
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ae Wealth Management Llc | 0.16% | 886,736 | $29,625,843 | $31,443,659 | +$1,817,816 | +6.14% | |
| Commonwealth Equity Services, Llc | 0.03% | 628,119 | $20,985,470 | $22,273,100 | +$1,287,630 | +6.14% | |
| Osaic Holdings, Inc. | 0.01% | 304,853 | $10,185,170 | $10,810,087 | +$624,917 | +6.14% | |
| Access Financial Services, Inc. | 2.90% | 244,852 | $8,180,505 | $8,682,452 | +$501,947 | +6.14% | |
| Lpl Financial Llc | 0.00% | 234,098 | $7,821,214 | $8,301,115 | +$479,901 | +6.14% | |
| Authentikos Wealth Advisory, Llc | 4.50% | 199,404 | $6,662,088 | $7,070,866 | +$408,778 | +6.14% | |
| Pom Investment Strategies, Llc | 7.40% | 178,365 | $5,959,175 | $6,324,823 | +$365,648 | +6.14% | |
| American Asset Management Inc. | 4.78% | 164,816 | $5,506,503 | $5,844,375 | +$337,872 | +6.14% | |
| Allianz Se | 0.06% | 157,894 | $5,275,239 | $5,598,921 | +$323,682 | +6.14% | |
| Raymond James Financial Inc | 0.00% | 147,721 | $4,935,358 | $5,238,187 | +$302,829 | +6.14% | |
| Kestra Advisory Services, Llc | 0.02% | 143,956 | $4,809,577 | $5,104,680 | +$295,103 | +6.14% | |
| Wellment Financial | 5.30% | 128,126 | $4,280,674 | $4,543,348 | +$262,674 | +6.14% | |
| Cetera Investment Advisers | 0.00% | 109,287 | $3,651,284 | $3,875,317 | +$224,033 | +6.14% | |
| Outlook Wealth Advisors, Llc | 0.81% | 100,551 | $3,359,409 | $3,565,538 | +$206,129 | +6.14% | |
| Spire Wealth Management | 0.08% | 74,128 | $2,476,616 | $2,628,579 | +$151,963 | +6.14% | |
| Susquehanna International Group, Llp | 0.00% | 58,405 | $1,951,311 | $2,071,041 | +$119,730 | +6.14% | |
| Oppenheimer & Co Inc | 0.02% | 55,564 | $1,856,393 | $1,970,299 | +$113,906 | +6.14% | |
| Networth Advisors, Llc | 1.26% | 53,233 | $1,778,515 | $1,887,642 | +$109,127 | +6.14% | |
| Farther Finance Advisors, Llc | 0.02% | 48,762 | $1,634,501 | $1,729,101 | +$94,600 | +5.79% | |
| Integrated Wealth Management | 1.73% | 45,247 | $1,511,702 | $1,604,459 | +$92,757 | +6.14% | |
| Harbour Investments, Inc. | 0.02% | 43,265 | $1,445,485 | $1,534,177 | +$88,692 | +6.14% | |
| Aegis Wealth Management, Inc. | 1.01% | 38,446 | $1,284,481 | $1,363,295 | +$78,814 | +6.14% | |
| Fsa Advisors, Inc. | 0.78% | 35,458 | $1,184,652 | $1,257,341 | +$72,689 | +6.14% | |
| Focus Financial Network, Inc. | 0.04% | 33,842 | $1,130,666 | $1,200,037 | +$69,371 | +6.14% | |
| Old Mission Capital Llc | 0.03% | 33,153 | $1,107,641 | $1,175,605 | +$67,964 | +6.14% | |
| Cypress Wealth Services, Llc | 0.16% | 32,910 | $1,099,523 | $1,166,989 | +$67,466 | +6.14% | |
| First Heartland Consultants, Inc. | 0.08% | 30,831 | $1,030,064 | $1,093,267 | +$63,203 | +6.14% | |
| World Investment Advisors | 0.01% | 25,375 | $847,778 | $899,798 | +$52,020 | +6.14% | |
| Independent Financial Group, Llc | 0.01% | 33,810 | $825,329 | $1,198,903 | +$373,574 | +45.26% | |
| Patriot Financial Group Insurance Agency, Llc | 0.04% | 21,590 | $721,322 | $765,581 | +$44,259 | +6.14% | |
| Smart Wealth Llc | 0.21% | 21,045 | $703,113 | $746,256 | +$43,143 | +6.14% | |
| Assuredpartners Investment Advisors, Llc | 0.07% | 20,117 | $676,434 | $713,349 | +$36,915 | +5.46% | |
| Blackston Financial Advisory Group, Llc | 0.42% | 20,068 | $670,472 | $711,611 | +$41,139 | +6.14% | |
| Pfg Advisors | 0.03% | 19,187 | $641,030 | $680,371 | +$39,341 | +6.14% | |
| Golden Reserve Retirement Llc | 0.13% | 18,349 | $613,040 | $650,656 | +$37,616 | +6.14% | |
| Envestnet Asset Management Inc | 0.00% | 14,804 | $494,602 | $524,950 | +$30,348 | +6.14% | |
| Advisornet Financial, Inc | 0.02% | 13,985 | $467,239 | $495,908 | +$28,669 | +6.14% | |
| Blue Water Asset Management | 0.16% | 13,664 | $456,510 | $484,525 | +$28,015 | +6.14% | |
| Leclair Wealth Partners Llc | 0.16% | 13,664 | $456,510 | $484,525 | +$28,015 | +6.14% | |
| Csenge Advisory Group | 0.02% | 13,564 | $453,173 | $480,979 | +$27,806 | +6.14% | |
| Merit Financial Group, Llc | 0.00% | 12,179 | $406,885 | $431,867 | +$24,982 | +6.14% | |
| Elevation Wealth Management Llc | 0.37% | 12,176 | $406,802 | $431,761 | +$24,959 | +6.14% | |
| Creative Planning | 0.00% | 11,730 | $391,899 | $415,946 | +$24,047 | +6.14% | |
| Long Island Wealth Management, Inc. | 0.17% | 11,000 | $367,510 | $390,060 | +$22,550 | +6.14% | |
| Tyche Wealth Partners Llc | 0.06% | 11,000 | $367,510 | $390,060 | +$22,550 | +6.14% | |
| Garden State Investment Advisory Services Llc | 0.09% | 10,750 | $359,158 | $381,195 | +$22,037 | +6.14% | |
| Signal Advisors Wealth, Llc | 0.02% | 10,683 | $356,905 | $378,819 | +$21,914 | +6.14% | |
| Mml Investors Services, Llc | 0.00% | 10,335 | $345,292 | $366,479 | +$21,187 | +6.14% | |
| Grantvest Financial Group Llc | 0.21% | 9,651 | $322,440 | $342,224 | +$19,784 | +6.14% | |
| Joseph P. Lucia & Associates, Llc | 0.10% | 8,144 | $272,091 | $288,786 | +$16,695 | +6.14% |
Frequently asked questions about DECW
Who owns the most DECW stock?
The largest holders of DECW 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 DEC (DECW).
Is DECW widely held by superinvestors?
Many widely followed stocks like DECW appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DECW 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.