MAYW Institutional Ownership & Shareholders
ALLIANZIM US LC BUFFER20 MAY (MAYW) is currently held by 74 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $192.47M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Lloyd Advisory Services, Llc. is currently the largest disclosed institutional shareholder of MAYW tracked by InsiderSet, reporting ownership valued at approximately $24.96M in its September 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 $24.92M, representing an estimated loss of -0.18% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 53% of the total disclosed MAYW value among the investors covered in this analysis. Major shareholders include Lloyd Advisory Services, Llc., Pom Investment Strategies, Llc, Osaic Holdings, Inc., and several other long-term asset managers with concentrated positions in ALLIANZIM US LC BUFFER20 MAY (MAYW).
This page ranks the largest institutional MAYW 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
74
Total Reported Value
$192.47M
Largest Holder
Lloyd Advisory Services, Llc.
Largest Position
$24.96M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
79
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lloyd Advisory Services, Llc. | 9.49% | 702,388 | $24,962,870 | $24,917,214 | -$45,656 | -0.18% | |
| Pom Investment Strategies, Llc | 10.74% | 374,552 | $13,311,578 | $13,287,232 | -$24,346 | -0.18% | |
| Osaic Holdings, Inc. | 0.01% | 282,561 | $9,824,568 | $10,023,851 | +$199,283 | +2.03% | |
| Wellment Financial | 10.57% | 276,330 | $9,820,775 | $9,802,807 | -$17,968 | -0.18% | |
| Lpl Financial Llc | 0.00% | 281,451 | $9,786,051 | $9,984,474 | +$198,423 | +2.03% | |
| Commonwealth Equity Services, Llc | 0.01% | 216,061 | $7,678,786 | $7,664,764 | -$14,022 | -0.18% | |
| Mid-American Wealth Advisory Group, Inc. | 2.59% | 209,019 | $7,428,535 | $7,414,949 | -$13,586 | -0.18% | |
| Allianz Se | 0.07% | 193,052 | $6,712,418 | $6,848,520 | +$136,102 | +2.03% | |
| Outlook Wealth Advisors, Llc | 1.42% | 188,243 | $6,690,156 | $6,677,920 | -$12,236 | -0.18% | |
| Integrated Wealth Management | 6.51% | 186,004 | $6,610,582 | $6,598,492 | -$12,090 | -0.18% | |
| B.O.S.S. Retirement Advisors, Llc | 1.89% | 184,992 | $6,574,616 | $6,562,591 | -$12,025 | -0.18% | |
| Howard Bailey Securities, Llc | 2.48% | 181,116 | $6,436,863 | $6,425,090 | -$11,773 | -0.18% | |
| American Asset Management Inc. | 4.15% | 146,366 | $5,089,146 | $5,192,334 | +$103,188 | +2.03% | |
| Kestra Advisory Services, Llc | 0.01% | 133,054 | $4,728,739 | $4,720,091 | -$8,648 | -0.18% | |
| Envestnet Asset Management Inc | 0.00% | 121,384 | $4,220,522 | $4,306,097 | +$85,575 | +2.03% | |
| Networth Advisors, Llc | 2.31% | 114,369 | $3,976,610 | $4,057,240 | +$80,630 | +2.03% | |
| Aegis Wealth Management, Inc. | 2.32% | 110,497 | $3,927,063 | $3,919,881 | -$7,182 | -0.18% | |
| Tounjian Advisory Partners, Llc | 1.58% | 105,999 | $3,685,591 | $3,760,315 | +$74,724 | +2.03% | |
| Great Lakes Retirement, Inc. | 0.32% | 102,507 | $3,643,099 | $3,636,436 | -$6,663 | -0.18% | |
| Modern Wealth Management, Llc | 0.04% | 104,160 | $3,621,643 | $3,695,076 | +$73,433 | +2.03% | |
| Elevated Capital Advisors, Llc | 0.99% | 103,773 | $3,608,187 | $3,681,347 | +$73,160 | +2.03% | |
| Fsa Advisors, Inc. | 1.29% | 81,195 | $2,823,150 | $2,880,393 | +$57,243 | +2.03% | |
| Susquehanna International Group, Llp | 0.00% | 72,518 | $2,521,451 | $2,572,576 | +$51,125 | +2.03% | |
| Centennial Advisors, Llc | 2.98% | 70,103 | $2,491,461 | $2,486,904 | -$4,557 | -0.18% | |
| Raymond James Financial Inc | 0.00% | 59,937 | $2,084,009 | $2,126,265 | +$42,256 | +2.03% | |
| Concurrent Investment Advisors, Llc | 0.01% | 58,169 | $2,067,326 | $2,063,545 | -$3,781 | -0.18% | |
| Spire Wealth Management | 0.06% | 52,773 | $1,875,552 | $1,872,122 | -$3,430 | -0.18% | |
| Cetera Investment Advisers | 0.00% | 53,923 | $1,874,903 | $1,912,918 | +$38,015 | +2.03% | |
| Smart Wealth Llc | 0.40% | 53,419 | $1,857,379 | $1,895,039 | +$37,660 | +2.03% | |
| Lifewealth Investments, Llc | 0.49% | 50,020 | $1,777,711 | $1,774,460 | -$3,252 | -0.18% | |
| World Investment Advisors | 0.03% | 49,823 | $1,732,346 | $1,767,471 | +$35,125 | +2.03% | |
| Gts Financial, Llc | 1.23% | 52,341 | $1,683,522 | $1,856,797 | +$173,275 | +10.29% | |
| Kingdom Financial Group Llc. | 0.34% | 38,784 | $1,348,520 | $1,375,862 | +$27,342 | +2.03% | |
| Bcgm Wealth Management, Llc | 0.28% | 38,018 | $1,321,886 | $1,348,689 | +$26,803 | +2.03% | |
| Blackston Financial Advisory Group, Llc | 0.72% | 36,725 | $1,276,928 | $1,302,819 | +$25,891 | +2.03% | |
| Csenge Advisory Group | 0.05% | 33,629 | $1,169,280 | $1,192,989 | +$23,709 | +2.03% | |
| Mosley Wealth Management | 0.31% | 29,498 | $1,053,964 | $1,046,442 | -$7,522 | -0.71% | |
| Harbour Investments, Inc. | 0.01% | 25,677 | $892,789 | $910,892 | +$18,103 | +2.03% | |
| Castle Rock Wealth Management, Llc | 0.16% | 24,166 | $863,693 | $857,289 | -$6,404 | -0.74% | |
| Jim Saulnier & Associates, Llc | 0.33% | 23,820 | $828,221 | $845,015 | +$16,794 | +2.03% | |
| Mml Investors Services, Llc | 0.00% | 23,120 | $803,882 | $820,182 | +$16,300 | +2.03% | |
| Cypress Wealth Services, Llc | 0.08% | 18,314 | $654,542 | $649,689 | -$4,853 | -0.74% | |
| Mcadam, Llc | 0.02% | 16,673 | $592,547 | $591,475 | -$1,072 | -0.18% | |
| Quest 10 Wealth Builders, Inc. | 0.34% | 12,970 | $460,954 | $460,111 | -$843 | -0.18% | |
| Farther Finance Advisors, Llc | 0.00% | 12,094 | $429,823 | $429,035 | -$788 | -0.18% | |
| Nwf Advisory Services Inc. | 0.04% | 10,750 | $382,055 | $381,356 | -$699 | -0.18% | |
| Ifg Advisory, Llc | 0.01% | 10,968 | $381,357 | $389,090 | +$7,733 | +2.03% | |
| Pfg Advisors | 0.02% | 10,634 | $377,934 | $377,241 | -$693 | -0.18% | |
| Moors & Cabot, Inc. | 0.01% | 10,750 | $373,778 | $381,356 | +$7,578 | +2.03% | |
| Jpmorgan Chase & Co | 0.00% | 10,426 | $362,043 | $369,862 | +$7,819 | +2.16% |
Frequently asked questions about MAYW
Who are the largest institutional holders of MAYW?
The largest institutional holders of MAYW reported in the latest SEC Form 13F filings include Lloyd Advisory Services, Llc., Pom Investment Strategies, Llc, Osaic Holdings, Inc., Wellment Financial, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported MAYW position.
What is MAYW institutional ownership?
This page tracks MAYW positions reported by institutional investment managers through SEC Form 13F. ALLIANZIM US LC BUFFER20 MAY (MAYW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MAYW?
InsiderSet currently tracks 74 institutional managers reporting MAYW 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 MAYW shareholders.
How much MAYW stock do institutions own?
Institutional investment managers disclosed approximately $192.47M in MAYW holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MAYW institutional ownership last updated?
The latest MAYW institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 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 MAYW 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 MAYW position after the reporting date.
Are institutions buying or selling MAYW?
Institutional buying and selling can be analyzed by comparing MAYW positions across consecutive 13F reporting periods. InsiderSet's MAYW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MAYW ownership changes.
How has MAYW institutional ownership changed over time?
InsiderSet tracks MAYW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.