MARW Institutional Ownership & Shareholders
ALLIANZIM US LC BUFFER20 MAR (MARW) is currently held by 48 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $61.37M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Osaic Holdings, Inc. is currently the largest disclosed institutional shareholder of MARW tracked by InsiderSet, reporting ownership valued at approximately $6.89M in its June 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 $7.04M, representing an estimated gain of +2.16% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed MARW value among the investors covered in this analysis. Major shareholders include Osaic Holdings, Inc., Allianz Se, Lpl Financial Llc, 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
48
Total Reported Value
$61.37M
Largest Holder
Osaic Holdings, Inc.
Largest Position
$6.89M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
52
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Osaic Holdings, Inc. | 0.01% | 190,706 | $6,886,301 | $7,035,144 | +$148,843 | +2.16% | |
| Allianz Se | 0.07% | 189,457 | $6,841,236 | $6,989,069 | +$147,833 | +2.16% | |
| Lpl Financial Llc | 0.00% | 185,697 | $6,705,444 | $6,850,362 | +$144,918 | +2.16% | |
| Commonwealth Equity Services, Llc | 0.01% | 135,252 | $4,988,014 | $4,989,446 | +$1,432 | +0.03% | |
| Kestra Advisory Services, Llc | 0.01% | 126,558 | $4,667,364 | $4,668,725 | +$1,361 | +0.03% | |
| Cetera Investment Advisers | 0.00% | 92,964 | $3,356,902 | $3,429,442 | +$72,540 | +2.16% | |
| Raymond James Financial Inc | 0.00% | 60,715 | $2,192,401 | $2,239,776 | +$47,375 | +2.16% | |
| Susquehanna International Group, Llp | 0.00% | 51,404 | $1,856,183 | $1,896,294 | +$40,111 | +2.16% | |
| Forty-Three Eighteen Advisors, Llc | 1.24% | 51,209 | $1,849,142 | $1,889,100 | +$39,958 | +2.16% | |
| Westshore Wealth, Llc | 0.57% | 50,996 | $1,841,450 | $1,881,242 | +$39,792 | +2.16% | |
| Concurrent Investment Advisors, Llc | 0.01% | 44,174 | $1,629,106 | $1,629,579 | +$473 | +0.03% | |
| Harbour Investments, Inc. | 0.02% | 38,593 | $1,393,582 | $1,423,696 | +$30,114 | +2.16% | |
| Castle Rock Wealth Management, Llc | 0.24% | 34,264 | $1,270,338 | $1,263,999 | -$6,339 | -0.50% | |
| World Investment Advisors | 0.02% | 32,134 | $1,160,349 | $1,185,423 | +$25,074 | +2.16% | |
| Spire Wealth Management | 0.04% | 31,131 | $1,148,126 | $1,148,423 | +$297 | +0.03% | |
| Farther Finance Advisors, Llc | 0.01% | 29,669 | $1,094,161 | $1,094,489 | +$328 | +0.03% | |
| Envestnet Asset Management Inc | 0.00% | 28,498 | $1,029,054 | $1,051,291 | +$22,237 | +2.16% | |
| Mml Investors Services, Llc | 0.00% | 23,956 | $865,044 | $883,737 | +$18,693 | +2.16% | |
| Jim Saulnier & Associates, Llc | 0.28% | 19,597 | $707,642 | $722,933 | +$15,291 | +2.16% | |
| Pfg Advisors | 0.03% | 18,158 | $669,654 | $669,849 | +$195 | +0.03% | |
| Gts Financial, Llc | 0.47% | 19,896 | $647,316 | $733,963 | +$86,647 | +13.39% | |
| Arax Advisory Partners | 0.00% | 11,881 | $429,011 | $438,290 | +$9,279 | +2.16% | |
| Centaurus Financial, Inc. | 0.02% | 11,584 | $418,000 | $427,334 | +$9,334 | +2.23% | |
| Cypress Wealth Services, Llc | 0.05% | 11,059 | $410,012 | $407,967 | -$2,045 | -0.50% | |
| Focus Financial Network, Inc. | 0.01% | 10,856 | $400,362 | $400,478 | +$116 | +0.03% | |
| Independent Financial Group, Llc | 0.01% | 10,078 | $371,670 | $371,777 | +$107 | +0.03% | |
| Bcgm Wealth Management, Llc | 0.08% | 10,108 | $364,997 | $372,884 | +$7,887 | +2.16% | |
| Fortis Capital Management Llc | 0.04% | 9,743 | $351,817 | $359,419 | +$7,602 | +2.16% | |
| First Heartland Consultants, Inc. | 0.02% | 8,977 | $331,065 | $331,162 | +$97 | +0.03% | |
| Freegulliver Llc | 0.11% | 8,677 | $313,324 | $320,095 | +$6,771 | +2.16% | |
| Tagstone Capital, Inc. | 0.09% | 7,554 | $272,773 | $278,667 | +$5,894 | +2.16% | |
| Sagespring Wealth Partners, Llc | 0.00% | 6,632 | $244,568 | $244,654 | +$86 | +0.04% | |
| Sax Wealth Advisors, Llc | 0.01% | 5,685 | $209,659 | $209,720 | +$61 | +0.03% | |
| Citadel Advisors Llc | 0.00% | 5,780 | $208,714 | $213,224 | +$4,510 | +2.16% | |
| Goldman Sachs Group Inc | 0.00% | 5,719 | $206,511 | $210,974 | +$4,463 | +2.16% | |
| Founders Financial Securities Llc | 0.01% | 5,555 | $204,865 | $204,924 | +$59 | +0.03% | |
| Joseph P. Lucia & Associates, Llc | 0.06% | 5,424 | $200,033 | $200,091 | +$58 | +0.03% | |
| Innovative Asset Advisors Group, Llc | 0.07% | 4,504 | $162,638 | $166,153 | +$3,515 | +2.16% | |
| Royal Bank Of Canada | 0.00% | 3,600 | $130,000 | $132,804 | +$2,804 | +2.16% | |
| Creative Financial Designs Inc | 0.01% | 3,158 | $114,034 | $116,499 | +$2,465 | +2.16% | |
| Elevated Capital Advisors, Llc | 0.02% | 2,280 | $82,330 | $84,109 | +$1,779 | +2.16% | |
| Capital Investment Advisory Services, Llc | 0.00% | 2,129 | $78,516 | $78,539 | +$23 | +0.03% | |
| Blue Bell Private Wealth Management, Llc | 0.00% | 501 | $18,477 | $18,482 | +$5 | +0.03% | |
| Ifp Advisors, Inc | 0.00% | 231 | $8,519 | $8,522 | +$3 | +0.03% | |
| Financial Network Wealth Advisors Llc | 0.01% | 173 | $6,380 | $6,382 | +$2 | +0.03% | |
| Corecap Advisors, Llc | 0.00% | 84 | $3,098 | $3,099 | +$1 | +0.02% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 42,567 | $1,570 | $1,570,297 | +$1,568,727 | +99918.89% | |
| Lloyd Advisory Services, Llc. | 0.00% | 7 | $258 | $258 | +$0 | +0.09% |
Frequently asked questions about MARW
Who are the largest institutional holders of MARW?
The largest institutional holders of MARW reported in the latest SEC Form 13F filings include Osaic Holdings, Inc., Allianz Se, Lpl Financial Llc, Commonwealth Equity Services, Llc, and Kestra Advisory Services, Llc. InsiderSet ranks institutional holders by their latest reported MARW position.
What is MARW institutional ownership?
This page tracks MARW positions reported by institutional investment managers through SEC Form 13F. ALLIANZIM US LC BUFFER20 MAR (MARW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MARW?
InsiderSet currently tracks 48 institutional managers reporting MARW 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 MARW shareholders.
How much MARW stock do institutions own?
Institutional investment managers disclosed approximately $61.37M in MARW holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MARW institutional ownership last updated?
The latest MARW 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 MARW 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 MARW position after the reporting date.
Are institutions buying or selling MARW?
Institutional buying and selling can be analyzed by comparing MARW positions across consecutive 13F reporting periods. InsiderSet's MARW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MARW ownership changes.
How has MARW institutional ownership changed over time?
InsiderSet tracks MARW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.