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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Gts Financial, LlcBuy+22,836—22,836$758.38KQ1 2026May 19, 2026
Centaurus Financial, Inc.Buy+23,175+40.6%80,301$2.93MQ1 2026May 18, 2026
Old Mission Capital LlcBuy+44,302—44,302$1.62MQ1 2026May 15, 2026
Perennial Investment Advisors, LlcBuy+40,779—40,779$1.49MQ1 2026May 15, 2026
Susquehanna International Group, LlpBuy+33,738—33,738$1.23MQ1 2026May 15, 2026
Harbour Investments, Inc.Buy+18,796+53.2%54,117$1.97MQ1 2026May 15, 2026
Osaic Holdings, Inc.Buy+16,143+5.8%294,761$10.75MQ1 2026May 15, 2026
Citadel Advisors LlcBuy+10,060—10,060$366.99KQ1 2026May 15, 2026
Joseph P. Lucia & Associates, LlcBuy+2,900+6.9%44,755$1.63MQ1 2026May 15, 2026
Raymond James Financial IncBuy+32,625+8.4%422,134$15.40MQ1 2026May 14, 2026
Cetera Investment AdvisersBuy+27,819+12.0%259,194$9.46MQ1 2026May 13, 2026
Lloyd Advisory Services, Llc.Sell-22,570-86.3%3,574$130.38KQ1 2026May 13, 2026
Ae Wealth Management LlcSell-1,455-0.1%1,013,292$36.96MQ1 2026May 13, 2026
Kingdom Financial Group Llc.Sell-3-0.1%3,574$130.38KQ1 2026May 13, 2026
Advyzon Investment Management, LlcBuy+70,229+104.8%137,265$5.01MQ1 2026May 12, 2026
Ausdal Financial Partners, Inc.Buy+46,987—46,987$1.71MQ1 2026May 12, 2026
Pom Investment Strategies, LlcBuy+208,819—208,819$7.62MQ1 2026May 11, 2026
Allianz SeBuy+138,996+5559.8%141,496$5.16MQ1 2026May 11, 2026
Guardian Capital, LlcBuy+46,897+82.3%103,904$3.79MQ1 2026May 11, 2026
Grantvest Financial Group LlcSell-2,730-6.7%38,320$1.40MQ1 2026May 11, 2026
Blue Bell Private Wealth Management, LlcBuy+1,297+7.0%19,739$720.08KQ1 2026May 11, 2026
Moors & Cabot, Inc.Buy+1,250+15.8%9,150$333.79KQ1 2026May 08, 2026
American Asset Management Inc.Sell-23,724-2.1%1,098,579$40.08MQ1 2026May 07, 2026
Key Capital Management, IncBuy+283+31.0%1,196$43.63KQ1 2026May 07, 2026
Lpl Financial LlcBuy+25,808+10.3%277,114$10.11MQ1 2026May 06, 2026
Fsa Advisors, Inc.Buy+5,266+14.5%41,510$1.51MQ1 2026May 06, 2026
Quest 10 Wealth Builders, Inc.Sell-151-2.7%5,467$199.44KQ1 2026May 06, 2026
Leclair Wealth Partners LlcBuy+44,490—44,490$1.62MQ1 2026May 05, 2026
Pfg AdvisorsSell-41,967-57.6%30,902$1.13MQ1 2026May 05, 2026
Independent Financial Group, LlcBuy+6,707—6,707$244.67KQ1 2026May 05, 2026
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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.