ALLIANZIM US LC BUFFER10 MAY (MAYT) Institutional Shareholders
ALLIANZIM US LC BUFFER10 MAY (MAYT) 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 $90.12M in MAYT holdings during the latest filing period.
Modern Wealth Management, Llc is currently the largest disclosed institutional shareholder of MAYT tracked by InsiderSet, reporting ownership valued at approximately $10.61M 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 $10.86M, representing an estimated gain of +2.39% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed MAYT value among the investors covered in this analysis. Major shareholders include Modern Wealth Management, Llc, Lloyd Advisory Services, Llc., Commonwealth Equity Services, Llc, and several other long-term asset managers with concentrated positions in ALLIANZIM US LC BUFFER10 MAY (MAYT).
This page ranks the largest institutional MAYT 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
50
Total Reported Value
$90.12M
Largest Holder
Modern Wealth Management, Llc
Largest Position
$10.61M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
56
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Modern Wealth Management, Llc | 0.13% | 272,003 | $10,607,437 | $10,861,325 | +$253,888 | +2.39% | |
| Lloyd Advisory Services, Llc. | 3.84% | 254,388 | $9,920,497 | $10,157,942 | +$237,445 | +2.39% | |
| Commonwealth Equity Services, Llc | 0.01% | 174,606 | $6,809,200 | $6,972,175 | +$162,975 | +2.39% | |
| Fwg Investments, Llc. | 2.97% | 144,178 | $5,622,582 | $5,757,157 | +$134,575 | +2.39% | |
| Wellment Financial | 5.71% | 128,454 | $5,009,385 | $5,129,284 | +$119,899 | +2.39% | |
| Smart Wealth Llc | 1.02% | 121,864 | $4,752,392 | $4,866,139 | +$113,747 | +2.39% | |
| Golden Reserve Retirement Llc | 0.50% | 80,779 | $3,150,179 | $3,225,578 | +$75,399 | +2.39% | |
| Richmond Brothers, Inc. | 1.60% | 78,997 | $3,080,702 | $3,154,421 | +$73,719 | +2.39% | |
| Osaic Holdings, Inc. | 0.00% | 77,932 | $3,039,333 | $3,111,895 | +$72,562 | +2.39% | |
| B.O.S.S. Retirement Advisors, Llc | 0.80% | 75,504 | $2,944,468 | $3,014,943 | +$70,475 | +2.39% | |
| Howard Bailey Securities, Llc | 1.10% | 74,876 | $2,919,978 | $2,989,866 | +$69,888 | +2.39% | |
| Envestnet Asset Management Inc | 0.00% | 74,825 | $2,917,988 | $2,987,830 | +$69,842 | +2.39% | |
| Aegis Wealth Management, Inc. | 1.63% | 64,671 | $2,522,007 | $2,582,371 | +$60,364 | +2.39% | |
| Cetera Investment Advisers | 0.00% | 56,083 | $2,187,097 | $2,239,445 | +$52,348 | +2.39% | |
| Great Lakes Retirement, Inc. | 0.19% | 53,491 | $2,086,014 | $2,135,944 | +$49,930 | +2.39% | |
| Elevated Capital Advisors, Llc | 0.46% | 42,862 | $1,671,511 | $1,711,518 | +$40,007 | +2.39% | |
| Nvest Financial, Llc | 0.52% | 41,939 | $1,635,516 | $1,674,662 | +$39,146 | +2.39% | |
| Fsa Advisors, Inc. | 0.75% | 41,899 | $1,633,956 | $1,673,065 | +$39,109 | +2.39% | |
| Quest 10 Wealth Builders, Inc. | 1.20% | 39,673 | $1,547,148 | $1,584,179 | +$37,031 | +2.39% | |
| Susquehanna International Group, Llp | 0.00% | 39,050 | $1,522,852 | $1,559,302 | +$36,450 | +2.39% | |
| Lpl Financial Llc | 0.00% | 38,737 | $1,510,646 | $1,546,803 | +$36,157 | +2.39% | |
| Integrated Wealth Management | 1.46% | 35,397 | $1,380,395 | $1,413,434 | +$33,039 | +2.39% | |
| Tounjian Advisory Partners, Llc | 0.55% | 32,802 | $1,279,196 | $1,309,813 | +$30,617 | +2.39% | |
| Lifewealth Investments, Llc | 0.34% | 32,732 | $1,276,466 | $1,307,018 | +$30,552 | +2.39% | |
| Centennial Advisors, Llc | 1.46% | 31,386 | $1,223,976 | $1,253,271 | +$29,295 | +2.39% | |
| Snowden Capital Advisors Llc | 0.02% | 22,407 | $873,817 | $894,732 | +$20,915 | +2.39% | |
| Csenge Advisory Group | 0.03% | 21,136 | $824,262 | $843,980 | +$19,718 | +2.39% | |
| Raymond James Financial Inc | 0.00% | 19,259 | $751,053 | $769,029 | +$17,976 | +2.39% | |
| Kingdom Financial Group Llc. | 0.17% | 17,467 | $681,169 | $697,473 | +$16,304 | +2.39% | |
| Blue Bell Private Wealth Management, Llc | 0.06% | 12,835 | $500,533 | $512,513 | +$11,980 | +2.39% | |
| Accurate Wealth Management, Llc | 0.04% | 11,929 | $467,975 | $476,336 | +$8,361 | +1.79% | |
| Mcadam, Llc | 0.02% | 10,615 | $413,958 | $423,867 | +$9,909 | +2.39% | |
| Gts Securities Llc | 0.01% | 8,854 | $345,279 | $353,548 | +$8,269 | +2.39% | |
| B. Riley Wealth Advisors, Inc. | 0.01% | 10,125 | $332,194 | $404,300 | +$72,106 | +21.71% | |
| Jane Street Group, Llc | 0.00% | 8,419 | $328,320 | $336,178 | +$7,858 | +2.39% | |
| First Heartland Consultants, Inc. | 0.02% | 8,337 | $325,122 | $332,904 | +$7,782 | +2.39% | |
| Goldman Sachs Group Inc | 0.00% | 7,381 | $287,841 | $294,730 | +$6,889 | +2.39% | |
| Harbour Investments, Inc. | 0.00% | 6,397 | $249,467 | $255,438 | +$5,971 | +2.39% | |
| Networth Advisors, Llc | 0.13% | 5,650 | $220,336 | $225,610 | +$5,274 | +2.39% | |
| Old Mission Capital Llc | 0.01% | 5,328 | $207,778 | $212,752 | +$4,974 | +2.39% | |
| Mosley Wealth Management | 0.06% | 5,152 | $200,915 | $205,724 | +$4,809 | +2.39% | |
| Allianz Se | 0.00% | 5,000 | $194,988 | $199,655 | +$4,667 | +2.39% | |
| Cwm, Llc | 0.00% | 4,629 | $171,308 | $184,840 | +$13,532 | +7.90% | |
| Decker Retirement Planning Inc. | 0.05% | 4,036 | $157,394 | $161,161 | +$3,767 | +2.39% | |
| Ifg Advisory, Llc | 0.01% | 3,832 | $149,439 | $153,015 | +$3,576 | +2.39% | |
| Jpmorgan Chase & Co | 0.00% | 2,688 | $104,298 | $107,334 | +$3,036 | +2.91% | |
| Key Capital Management, Inc | 0.04% | 1,791 | $69,845 | $71,516 | +$1,671 | +2.39% | |
| Corecap Advisors, Llc | 0.00% | 204 | $7,955 | $8,146 | +$191 | +2.40% | |
| Morgan Stanley | 0.00% | 100 | $3,900 | $3,993 | +$93 | +2.39% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 19,835 | $774 | $792,029 | +$791,255 | +102229.38% |
Frequently asked questions about MAYT
Who are the largest institutional holders of MAYT?
The largest institutional holders of MAYT reported in the latest SEC Form 13F filings include Modern Wealth Management, Llc, Lloyd Advisory Services, Llc., Commonwealth Equity Services, Llc, Fwg Investments, Llc., and Wellment Financial. InsiderSet ranks institutional holders by their latest reported MAYT position.
What is MAYT institutional ownership?
This page tracks MAYT positions reported by institutional investment managers through SEC Form 13F. ALLIANZIM US LC BUFFER10 MAY (MAYT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MAYT?
InsiderSet currently tracks 50 institutional managers reporting MAYT 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 MAYT shareholders.
How much MAYT stock do institutions own?
Institutional investment managers disclosed approximately $90.12M in MAYT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MAYT institutional ownership last updated?
The latest MAYT 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 MAYT 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 MAYT position after the reporting date.
Are institutions buying or selling MAYT?
Institutional buying and selling can be analyzed by comparing MAYT positions across consecutive 13F reporting periods. InsiderSet's MAYT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MAYT ownership changes.
How has MAYT institutional ownership changed over time?
InsiderSet tracks MAYT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.