NVBW Institutional Ownership & Shareholders
ALLIANZIM US LC BUFFER20 NOV (NVBW) is currently held by 50 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $67.24M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
American Asset Management Inc. is currently the largest disclosed institutional shareholder of NVBW tracked by InsiderSet, reporting ownership valued at approximately $8.09M 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 $8.28M, representing an estimated gain of +2.37% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% of the total disclosed NVBW value among the investors covered in this analysis. Major shareholders include American Asset Management Inc., Allianz Se, Osaic Holdings, Inc., and several other long-term asset managers with concentrated positions in ALLIANZIM US LC BUFFER20 NOV (NVBW).
This page ranks the largest institutional NVBW 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
$67.24M
Largest Holder
American Asset Management Inc.
Largest Position
$8.09M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
54
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| American Asset Management Inc. | 6.60% | 227,201 | $8,091,764 | $8,283,748 | +$191,984 | +2.37% | |
| Allianz Se | 0.07% | 191,778 | $6,830,173 | $6,992,226 | +$162,053 | +2.37% | |
| Osaic Holdings, Inc. | 0.01% | 177,423 | $6,319,635 | $6,468,843 | +$149,208 | +2.36% | |
| Kestra Advisory Services, Llc | 0.02% | 164,487 | $6,006,243 | $5,997,196 | -$9,047 | -0.15% | |
| Cetera Investment Advisers | 0.01% | 163,340 | $5,817,351 | $5,955,376 | +$138,025 | +2.37% | |
| Lpl Financial Llc | 0.00% | 123,105 | $4,495,162 | $4,488,408 | -$6,754 | -0.15% | |
| Commonwealth Equity Services, Llc | 0.01% | 108,172 | $3,949,909 | $3,943,951 | -$5,958 | -0.15% | |
| Raymond James Financial Inc | 0.00% | 104,325 | $3,715,534 | $3,803,690 | +$88,156 | +2.37% | |
| Castle Rock Wealth Management, Llc | 0.51% | 73,972 | $2,724,773 | $2,697,019 | -$27,754 | -1.02% | |
| Concurrent Investment Advisors, Llc | 0.02% | 65,235 | $2,382,056 | $2,378,468 | -$3,588 | -0.15% | |
| Spire Wealth Management | 0.07% | 64,792 | $2,366,208 | $2,362,316 | -$3,892 | -0.16% | |
| Harbour Investments, Inc. | 0.02% | 38,305 | $1,364,233 | $1,396,600 | +$32,367 | +2.37% | |
| Old Mission Capital Llc | 0.03% | 31,318 | $1,115,390 | $1,141,854 | +$26,464 | +2.37% | |
| World Investment Advisors | 0.02% | 26,019 | $926,649 | $948,653 | +$22,004 | +2.37% | |
| Tyche Wealth Partners Llc | 0.12% | 24,290 | $865,088 | $885,613 | +$20,525 | +2.37% | |
| Centaurus Financial, Inc. | 0.03% | 22,879 | $815,000 | $834,168 | +$19,168 | +2.35% | |
| Susquehanna International Group, Llp | 0.00% | 22,823 | $812,841 | $832,127 | +$19,286 | +2.37% | |
| Jim Saulnier & Associates, Llc | 0.26% | 18,344 | $669,831 | $668,822 | -$1,009 | -0.15% | |
| Farther Finance Advisors, Llc | 0.00% | 18,187 | $664,084 | $663,098 | -$986 | -0.15% | |
| Focus Financial Network, Inc. | 0.02% | 15,396 | $562,185 | $561,338 | -$847 | -0.15% | |
| Joseph P. Lucia & Associates, Llc | 0.13% | 12,719 | $464,434 | $463,735 | -$699 | -0.15% | |
| Ifp Advisors, Inc | 0.01% | 12,231 | $446,615 | $445,942 | -$673 | -0.15% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 11,604 | $426,795 | $423,082 | -$3,713 | -0.87% | |
| Citadel Advisors Llc | 0.00% | 11,762 | $418,904 | $428,843 | +$9,939 | +2.37% | |
| Pfg Advisors | 0.02% | 11,283 | $411,999 | $411,378 | -$621 | -0.15% | |
| Avidian Wealth Enterprises, Llc | 0.01% | 10,923 | $398,853 | $398,253 | -$600 | -0.15% | |
| Diversify Advisory Services, Llc | 0.01% | 10,456 | $385,408 | $381,226 | -$4,182 | -1.09% | |
| Diversify Wealth Management, Llc | 0.01% | 10,456 | $385,408 | $381,226 | -$4,182 | -1.09% | |
| Elevation Wealth Management Llc | 0.26% | 10,420 | $380,487 | $379,913 | -$574 | -0.15% | |
| Mml Investors Services, Llc | 0.00% | 10,242 | $364,755 | $373,423 | +$8,668 | +2.38% | |
| Sagespring Wealth Partners, Llc | 0.01% | 9,412 | $343,663 | $343,162 | -$501 | -0.15% | |
| Grantvest Financial Group Llc | 0.16% | 7,390 | $269,846 | $269,439 | -$407 | -0.15% | |
| Hrt Financial Lp | 0.00% | 7,518 | $267,000 | $274,106 | +$7,106 | +2.66% | |
| Patriot Financial Group Insurance Agency, Llc | 0.03% | 7,226 | $263,857 | $263,460 | -$397 | -0.15% | |
| Creative Planning | 0.00% | 6,593 | $240,743 | $240,381 | -$362 | -0.15% | |
| Allegheny Financial Group | 0.02% | 5,760 | $210,326 | $210,010 | -$316 | -0.15% | |
| First Heartland Consultants, Inc. | 0.01% | 5,679 | $207,369 | $207,056 | -$313 | -0.15% | |
| Taylor Securities Services, Inc. | 0.08% | 5,666 | $206,894 | $206,582 | -$312 | -0.15% | |
| Creative Financial Designs Inc | 0.01% | 4,793 | $175,016 | $174,753 | -$263 | -0.15% | |
| Jpmorgan Chase & Co | 0.00% | 4,922 | $174,724 | $179,456 | +$4,732 | +2.71% | |
| Pom Investment Strategies, Llc | 0.09% | 2,980 | $108,815 | $108,651 | -$164 | -0.15% | |
| Blue Bell Private Wealth Management, Llc | 0.01% | 1,996 | $72,884 | $72,774 | -$110 | -0.15% | |
| St Germain D J Co Inc | 0.00% | 1,600 | $56,984 | $58,336 | +$1,352 | +2.37% | |
| Lloyd Advisory Services, Llc. | 0.01% | 462 | $16,870 | $16,845 | -$25 | -0.15% | |
| Dhjj Financial Advisors, Ltd. | 0.00% | 330 | $12,050 | $12,032 | -$18 | -0.15% | |
| Capital Investment Advisory Services, Llc | 0.00% | 325 | $11,867 | $11,850 | -$18 | -0.15% | |
| Ubs Group Ag | 0.00% | 267 | $9,509 | $9,735 | +$226 | +2.37% | |
| Barclays Plc | 0.00% | 129 | $4,710 | $4,703 | -$7 | -0.14% | |
| Corecap Advisors, Llc | 0.00% | 86 | $3,140 | $3,136 | -$4 | -0.14% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 37,892 | $1,384 | $1,381,542 | +$1,380,158 | +99722.42% |
Frequently asked questions about NVBW
Who are the largest institutional holders of NVBW?
The largest institutional holders of NVBW reported in the latest SEC Form 13F filings include American Asset Management Inc., Allianz Se, Osaic Holdings, Inc., Kestra Advisory Services, Llc, and Cetera Investment Advisers. InsiderSet ranks institutional holders by their latest reported NVBW position.
What is NVBW institutional ownership?
This page tracks NVBW positions reported by institutional investment managers through SEC Form 13F. ALLIANZIM US LC BUFFER20 NOV (NVBW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own NVBW?
InsiderSet currently tracks 50 institutional managers reporting NVBW 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 NVBW shareholders.
How much NVBW stock do institutions own?
Institutional investment managers disclosed approximately $67.24M in NVBW holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was NVBW institutional ownership last updated?
The latest NVBW 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 NVBW 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 NVBW position after the reporting date.
Are institutions buying or selling NVBW?
Institutional buying and selling can be analyzed by comparing NVBW positions across consecutive 13F reporting periods. InsiderSet's NVBW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View NVBW ownership changes.
How has NVBW institutional ownership changed over time?
InsiderSet tracks NVBW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.