ALLIANZIM US LC BUFFER20 MAR (MARW) Institutional Shareholders
ALLIANZIM US LC BUFFER20 MAR (MARW) 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 $52.08M in MARW holdings during the latest filing period.
Commonwealth Equity Services, Llc is currently the largest disclosed institutional shareholder of MARW tracked by InsiderSet, reporting ownership valued at approximately $8.02M 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 $8.52M, representing an estimated gain of +6.17% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed MARW value among the investors covered in this analysis. Major shareholders include Commonwealth Equity Services, Llc, Lpl Financial Llc, Osaic Holdings, Inc., and several other long-term asset managers with concentrated positions in ALLIANZIM US LC BUFFER20 MAR (MARW).
This page ranks the largest institutional MARW 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
39
Total Reported Value
$52.08M
Largest Holder
Commonwealth Equity Services, Llc
Largest Position
$8.02M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
45
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 | 0.01% | 235,301 | $8,021,410 | $8,516,273 | +$494,863 | +6.17% | |
| Lpl Financial Llc | 0.00% | 187,538 | $6,393,153 | $6,787,582 | +$394,429 | +6.17% | |
| Osaic Holdings, Inc. | 0.01% | 176,917 | $6,031,024 | $6,403,175 | +$372,151 | +6.17% | |
| Allianz Se | 0.06% | 154,690 | $5,273,382 | $5,598,711 | +$325,329 | +6.17% | |
| Kestra Advisory Services, Llc | 0.02% | 137,428 | $4,684,921 | $4,973,945 | +$289,024 | +6.17% | |
| Cetera Investment Advisers | 0.00% | 92,049 | $3,137,950 | $3,331,539 | +$193,589 | +6.17% | |
| Raymond James Financial Inc | 0.00% | 61,201 | $2,086,342 | $2,215,054 | +$128,712 | +6.17% | |
| Forty-Three Eighteen Advisors, Llc | 1.33% | 51,809 | $1,766,169 | $1,875,128 | +$108,959 | +6.17% | |
| Harbour Investments, Inc. | 0.02% | 40,931 | $1,395,338 | $1,481,420 | +$86,082 | +6.17% | |
| Castle Rock Wealth Management, Llc | 0.24% | 34,536 | $1,247,168 | $1,249,965 | +$2,797 | +0.22% | |
| Spire Wealth Management | 0.04% | 33,401 | $1,206,100 | $1,208,886 | +$2,786 | +0.23% | |
| Susquehanna International Group, Llp | 0.00% | 33,121 | $1,129,095 | $1,198,752 | +$69,657 | +6.17% | |
| Farther Finance Advisors, Llc | 0.01% | 29,908 | $1,079,958 | $1,082,463 | +$2,505 | +0.23% | |
| Pfg Advisors | 0.05% | 28,545 | $1,030,751 | $1,033,132 | +$2,381 | +0.23% | |
| Envestnet Asset Management Inc | 0.00% | 26,923 | $917,805 | $974,427 | +$56,622 | +6.17% | |
| World Investment Advisors | 0.01% | 26,876 | $916,204 | $972,726 | +$56,522 | +6.17% | |
| Jim Saulnier & Associates, Llc | 0.36% | 21,587 | $735,901 | $781,300 | +$45,399 | +6.17% | |
| Gts Financial, Llc | 0.51% | 20,628 | $639,235 | $746,591 | +$107,356 | +16.79% | |
| Mml Investors Services, Llc | 0.00% | 16,380 | $558,394 | $592,843 | +$34,449 | +6.17% | |
| Concurrent Investment Advisors, Llc | 0.00% | 13,042 | $444,602 | $472,030 | +$27,428 | +6.17% | |
| Cypress Wealth Services, Llc | 0.05% | 11,059 | $399,337 | $400,259 | +$922 | +0.23% | |
| Focus Financial Network, Inc. | 0.01% | 10,856 | $392,007 | $392,912 | +$905 | +0.23% | |
| Independent Financial Group, Llc | 0.01% | 10,078 | $363,914 | $364,754 | +$840 | +0.23% | |
| First Heartland Consultants, Inc. | 0.02% | 9,872 | $356,475 | $357,298 | +$823 | +0.23% | |
| Bcgm Wealth Management, Llc | 0.09% | 10,108 | $344,582 | $365,840 | +$21,258 | +6.17% | |
| Fortis Capital Management Llc | 0.04% | 9,743 | $332,139 | $352,629 | +$20,490 | +6.17% | |
| Freegulliver Llc | 0.12% | 8,677 | $295,799 | $314,048 | +$18,249 | +6.17% | |
| Tagstone Capital, Inc. | 0.09% | 7,069 | $240,982 | $255,849 | +$14,867 | +6.17% | |
| Sagespring Wealth Partners, Llc | 0.00% | 6,729 | $229,400 | $243,543 | +$14,143 | +6.17% | |
| Royal Bank Of Canada | 0.00% | 3,600 | $123,000 | $130,295 | +$7,295 | +5.93% | |
| Ae Wealth Management Llc | 0.00% | 2,759 | $94,054 | $99,857 | +$5,803 | +6.17% | |
| Capital Investment Advisory Services, Llc | 0.00% | 2,129 | $76,878 | $77,055 | +$177 | +0.23% | |
| Arax Advisory Partners | 0.00% | 1,753 | $59,755 | $63,447 | +$3,692 | +6.18% | |
| Creative Financial Designs Inc | 0.00% | 1,200 | $40,908 | $43,432 | +$2,524 | +6.17% | |
| Blue Bell Private Wealth Management, Llc | 0.00% | 501 | $17,079 | $18,133 | +$1,054 | +6.17% | |
| Ifp Advisors, Inc | 0.00% | 231 | $8,341 | $8,361 | +$20 | +0.24% | |
| Financial Network Wealth Advisors Llc | 0.01% | 173 | $5,898 | $6,261 | +$363 | +6.16% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 38,775 | $1,322 | $1,403,387 | +$1,402,065 | +106056.39% | |
| Centaurus Financial, Inc. | 0.03% | 20,163 | $687 | $729,761 | +$729,074 | +106124.38% |
Frequently asked questions about MARW
Who owns the most MARW stock?
The largest holders of MARW 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 MAR (MARW).
Is MARW widely held by superinvestors?
Many widely followed stocks like MARW appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly MARW 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.