ALLIANZIM US LC BUFFER20 NOV (NVBW) Top Institutional Shareholders
ALLIANZIM US LC BUFFER20 NOV (NVBW) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $66.16M in NVBW holdings during the latest filing period.
Commonwealth Equity Services, Llc is currently the largest disclosed institutional shareholder of NVBW tracked by InsiderSet, reporting ownership valued at approximately $8.00M 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 $8.51M, representing an estimated gain of +6.39% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 78% of the total disclosed NVBW value among the investors covered in this analysis. Major shareholders include Commonwealth Equity Services, Llc, American Asset Management Inc., Cetera Investment Advisers, 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
44
Total Reported Value
$66.16M
Largest Holder
Commonwealth Equity Services, Llc
Largest Position
$8.00M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
50
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% | 240,251 | $7,996,380 | $8,507,288 | +$510,908 | +6.39% | |
| American Asset Management Inc. | 6.66% | 230,398 | $7,668,429 | $8,158,393 | +$489,964 | +6.39% | |
| Cetera Investment Advisers | 0.01% | 205,340 | $6,834,410 | $7,271,089 | +$436,679 | +6.39% | |
| Kestra Advisory Services, Llc | 0.02% | 175,730 | $5,848,892 | $6,222,599 | +$373,707 | +6.39% | |
| Osaic Holdings, Inc. | 0.01% | 161,928 | $5,388,989 | $5,733,870 | +$344,881 | +6.40% | |
| Allianz Se | 0.06% | 156,274 | $5,201,330 | $5,533,662 | +$332,332 | +6.39% | |
| Lpl Financial Llc | 0.00% | 143,977 | $4,792,028 | $5,098,226 | +$306,198 | +6.39% | |
| Raymond James Financial Inc | 0.00% | 102,807 | $3,421,766 | $3,640,396 | +$218,630 | +6.39% | |
| Castle Rock Wealth Management, Llc | 0.54% | 74,803 | $2,501,637 | $2,648,774 | +$147,137 | +5.88% | |
| Pfg Advisors | 0.11% | 68,227 | $2,270,827 | $2,415,918 | +$145,091 | +6.39% | |
| Spire Wealth Management | 0.08% | 66,079 | $2,199,101 | $2,339,857 | +$140,756 | +6.40% | |
| Harbour Investments, Inc. | 0.02% | 41,035 | $1,365,784 | $1,453,049 | +$87,265 | +6.39% | |
| Old Mission Capital Llc | 0.03% | 36,684 | $1,220,968 | $1,298,980 | +$78,012 | +6.39% | |
| World Investment Advisors | 0.01% | 24,359 | $810,751 | $862,552 | +$51,801 | +6.39% | |
| Tyche Wealth Partners Llc | 0.12% | 24,290 | $808,454 | $860,109 | +$51,655 | +6.39% | |
| Jim Saulnier & Associates, Llc | 0.30% | 18,344 | $610,551 | $649,561 | +$39,010 | +6.39% | |
| Farther Finance Advisors, Llc | 0.01% | 17,886 | $597,577 | $633,343 | +$35,766 | +5.99% | |
| Independent Financial Group, Llc | 0.01% | 23,160 | $583,729 | $820,096 | +$236,367 | +40.49% | |
| Focus Financial Network, Inc. | 0.02% | 16,498 | $549,110 | $584,194 | +$35,084 | +6.39% | |
| Patriot Financial Group Insurance Agency, Llc | 0.03% | 14,452 | $481,012 | $511,745 | +$30,733 | +6.39% | |
| Joseph P. Lucia & Associates, Llc | 0.15% | 12,719 | $423,332 | $450,380 | +$27,048 | +6.39% | |
| Ifp Advisors, Inc | 0.01% | 12,266 | $408,254 | $434,339 | +$26,085 | +6.39% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 11,604 | $388,073 | $410,898 | +$22,825 | +5.88% | |
| Avidian Wealth Enterprises, Llc | 0.01% | 10,923 | $363,555 | $386,783 | +$23,228 | +6.39% | |
| Diversify Wealth Management, Llc | 0.01% | 10,456 | $363,137 | $370,247 | +$7,110 | +1.96% | |
| Elevation Wealth Management Llc | 0.32% | 10,420 | $346,813 | $368,972 | +$22,159 | +6.39% | |
| Mml Investors Services, Llc | 0.00% | 9,609 | $319,807 | $340,255 | +$20,448 | +6.39% | |
| Sagespring Wealth Partners, Llc | 0.01% | 9,332 | $310,586 | $330,446 | +$19,860 | +6.39% | |
| Grantvest Financial Group Llc | 0.19% | 8,999 | $299,517 | $318,655 | +$19,138 | +6.39% | |
| Susquehanna International Group, Llp | 0.00% | 8,279 | $275,553 | $293,159 | +$17,606 | +6.39% | |
| Taylor Securities Services, Inc. | 0.11% | 6,759 | $224,963 | $239,336 | +$14,373 | +6.39% | |
| Creative Planning | 0.00% | 6,593 | $219,437 | $233,458 | +$14,021 | +6.39% | |
| Ameriprise Financial Inc | 0.00% | 6,313 | $210,118 | $223,543 | +$13,425 | +6.39% | |
| Foundations Investment Advisors, Llc | 0.00% | 6,184 | $205,825 | $218,975 | +$13,150 | +6.39% | |
| First Heartland Consultants, Inc. | 0.02% | 6,164 | $205,159 | $218,267 | +$13,108 | +6.39% | |
| Creative Financial Designs Inc | 0.01% | 5,189 | $172,708 | $183,742 | +$11,034 | +6.39% | |
| Pom Investment Strategies, Llc | 0.12% | 2,980 | $99,185 | $105,522 | +$6,337 | +6.39% | |
| Blue Bell Private Wealth Management, Llc | 0.01% | 2,042 | $67,965 | $72,307 | +$4,342 | +6.39% | |
| St Germain D J Co Inc | 0.00% | 1,600 | $53,253 | $56,656 | +$3,403 | +6.39% | |
| Capital Investment Advisory Services, Llc | 0.00% | 820 | $27,292 | $29,036 | +$1,744 | +6.39% | |
| Dhjj Financial Advisors, Ltd. | 0.00% | 330 | $10,984 | $11,685 | +$701 | +6.38% | |
| Ubs Group Ag | 0.00% | 180 | $5,991 | $6,374 | +$383 | +6.39% | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 77,692 | $2,586 | $2,751,074 | +$2,748,488 | +106283.36% | |
| Centaurus Financial, Inc. | 0.04% | 22,879 | $761 | $810,145 | +$809,384 | +106358.00% |
Frequently asked questions about NVBW
Who owns the most NVBW stock?
The largest holders of NVBW 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 NOV (NVBW).
Is NVBW widely held by superinvestors?
Many widely followed stocks like NVBW appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly NVBW 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.