ALLIANZIM US LC BUFFER20 JAN (JANW) Institutional Ownership Changes & 13F Activity
ALLIANZIM US LC BUFFER20 JAN (JANW). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Pom Investment Strategies, Llc, Allianz Se, Advyzon Investment Management, Llc, Ausdal Financial Partners, Inc., and Guardian Capital, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Gts Financial, Llc | Buy | +22,836 | — | 22,836 | $758.38K | Q1 2026 | May 19, 2026 |
| Centaurus Financial, Inc. | Buy | +23,175 | +40.6% | 80,301 | $2.93M | Q1 2026 | May 18, 2026 |
| Old Mission Capital Llc | Buy | +44,302 | — | 44,302 | $1.62M | Q1 2026 | May 15, 2026 |
| Perennial Investment Advisors, Llc | Buy | +40,779 | — | 40,779 | $1.49M | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Buy | +33,738 | — | 33,738 | $1.23M | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Buy | +18,796 | +53.2% | 54,117 | $1.97M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +16,143 | +5.8% | 294,761 | $10.75M | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Buy | +10,060 | — | 10,060 | $366.99K | Q1 2026 | May 15, 2026 |
| Joseph P. Lucia & Associates, Llc | Buy | +2,900 | +6.9% | 44,755 | $1.63M | Q1 2026 | May 15, 2026 |
| Raymond James Financial Inc | Buy | +32,625 | +8.4% | 422,134 | $15.40M | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | Buy | +27,819 | +12.0% | 259,194 | $9.46M | Q1 2026 | May 13, 2026 |
| Lloyd Advisory Services, Llc. | Sell | -22,570 | -86.3% | 3,574 | $130.38K | Q1 2026 | May 13, 2026 |
| Ae Wealth Management Llc | Sell | -1,455 | -0.1% | 1,013,292 | $36.96M | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group Llc. | Sell | -3 | -0.1% | 3,574 | $130.38K | Q1 2026 | May 13, 2026 |
| Advyzon Investment Management, Llc | Buy | +70,229 | +104.8% | 137,265 | $5.01M | Q1 2026 | May 12, 2026 |
| Ausdal Financial Partners, Inc. | Buy | +46,987 | — | 46,987 | $1.71M | Q1 2026 | May 12, 2026 |
| Pom Investment Strategies, Llc | Buy | +208,819 | — | 208,819 | $7.62M | Q1 2026 | May 11, 2026 |
| Allianz Se | Buy | +138,996 | +5559.8% | 141,496 | $5.16M | Q1 2026 | May 11, 2026 |
| Guardian Capital, Llc | Buy | +46,897 | +82.3% | 103,904 | $3.79M | Q1 2026 | May 11, 2026 |
| Grantvest Financial Group Llc | Sell | -2,730 | -6.7% | 38,320 | $1.40M | Q1 2026 | May 11, 2026 |
| Blue Bell Private Wealth Management, Llc | Buy | +1,297 | +7.0% | 19,739 | $720.08K | Q1 2026 | May 11, 2026 |
| Moors & Cabot, Inc. | Buy | +1,250 | +15.8% | 9,150 | $333.79K | Q1 2026 | May 08, 2026 |
| American Asset Management Inc. | Sell | -23,724 | -2.1% | 1,098,579 | $40.08M | Q1 2026 | May 07, 2026 |
| Key Capital Management, Inc | Buy | +283 | +31.0% | 1,196 | $43.63K | Q1 2026 | May 07, 2026 |
| Lpl Financial Llc | Buy | +25,808 | +10.3% | 277,114 | $10.11M | Q1 2026 | May 06, 2026 |
| Fsa Advisors, Inc. | Buy | +5,266 | +14.5% | 41,510 | $1.51M | Q1 2026 | May 06, 2026 |
| Quest 10 Wealth Builders, Inc. | Sell | -151 | -2.7% | 5,467 | $199.44K | Q1 2026 | May 06, 2026 |
| Leclair Wealth Partners Llc | Buy | +44,490 | — | 44,490 | $1.62M | Q1 2026 | May 05, 2026 |
| Pfg Advisors | Sell | -41,967 | -57.6% | 30,902 | $1.13M | Q1 2026 | May 05, 2026 |
| Independent Financial Group, Llc | Buy | +6,707 | — | 6,707 | $244.67K | Q1 2026 | May 05, 2026 |
Frequently asked questions about JANW activity
Which institutional owners are buying JANW?
Institutional owners buying JANW 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 JANW activity?
"Buy" means an investor increased their reported position in JANW compared to the prior reporting period. This reflects growing exposure to ALLIANZIM US LC BUFFER20 JAN (JANW) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in JANW increasing?
Institutional interest in JANW 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.