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 $89.79M 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 $10.88M, representing an estimated gain of +2.53% 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
49
Total Reported Value
$89.79M
Largest Holder
Modern Wealth Management, Llc
Largest Position
$10.61M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
55
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 | $10,876,067 | +$268,630 | +2.53% | |
| Lloyd Advisory Services, Llc. | 3.84% | 254,388 | $9,920,497 | $10,171,730 | +$251,233 | +2.53% | |
| Commonwealth Equity Services, Llc | 0.01% | 174,606 | $6,809,200 | $6,981,638 | +$172,438 | +2.53% | |
| Fwg Investments, Llc. | 2.97% | 144,178 | $5,622,582 | $5,764,972 | +$142,390 | +2.53% | |
| Wellment Financial | 5.71% | 128,454 | $5,009,385 | $5,136,246 | +$126,861 | +2.53% | |
| Smart Wealth Llc | 1.02% | 121,864 | $4,752,392 | $4,872,744 | +$120,352 | +2.53% | |
| Golden Reserve Retirement Llc | 0.50% | 80,779 | $3,150,179 | $3,229,956 | +$79,777 | +2.53% | |
| Richmond Brothers, Inc. | 1.60% | 78,997 | $3,080,702 | $3,158,703 | +$78,001 | +2.53% | |
| Osaic Holdings, Inc. | 0.00% | 77,932 | $3,039,333 | $3,116,119 | +$76,786 | +2.53% | |
| B.O.S.S. Retirement Advisors, Llc | 0.80% | 75,504 | $2,944,468 | $3,019,035 | +$74,567 | +2.53% | |
| Howard Bailey Securities, Llc | 1.10% | 74,876 | $2,919,978 | $2,993,924 | +$73,946 | +2.53% | |
| Envestnet Asset Management Inc | 0.00% | 74,825 | $2,917,988 | $2,991,885 | +$73,897 | +2.53% | |
| Aegis Wealth Management, Inc. | 1.63% | 64,671 | $2,522,007 | $2,585,876 | +$63,869 | +2.53% | |
| Cetera Investment Advisers | 0.00% | 56,083 | $2,187,097 | $2,242,484 | +$55,387 | +2.53% | |
| Great Lakes Retirement, Inc. | 0.19% | 53,491 | $2,086,014 | $2,138,843 | +$52,829 | +2.53% | |
| Elevated Capital Advisors, Llc | 0.46% | 42,862 | $1,671,511 | $1,713,841 | +$42,330 | +2.53% | |
| Nvest Financial, Llc | 0.52% | 41,939 | $1,635,516 | $1,676,935 | +$41,419 | +2.53% | |
| Fsa Advisors, Inc. | 0.75% | 41,899 | $1,633,956 | $1,675,336 | +$41,380 | +2.53% | |
| Quest 10 Wealth Builders, Inc. | 1.20% | 39,673 | $1,547,148 | $1,586,329 | +$39,181 | +2.53% | |
| Susquehanna International Group, Llp | 0.00% | 39,050 | $1,522,852 | $1,561,418 | +$38,566 | +2.53% | |
| Lpl Financial Llc | 0.00% | 38,737 | $1,510,646 | $1,548,903 | +$38,257 | +2.53% | |
| Integrated Wealth Management | 1.46% | 35,397 | $1,380,395 | $1,415,353 | +$34,958 | +2.53% | |
| Tounjian Advisory Partners, Llc | 0.55% | 32,802 | $1,279,196 | $1,311,591 | +$32,395 | +2.53% | |
| Lifewealth Investments, Llc | 0.34% | 32,732 | $1,276,466 | $1,308,792 | +$32,326 | +2.53% | |
| Centennial Advisors, Llc | 1.46% | 31,386 | $1,223,976 | $1,254,972 | +$30,996 | +2.53% | |
| Snowden Capital Advisors Llc | 0.02% | 22,407 | $873,817 | $895,946 | +$22,129 | +2.53% | |
| Csenge Advisory Group | 0.03% | 21,136 | $824,262 | $845,125 | +$20,863 | +2.53% | |
| Raymond James Financial Inc | 0.00% | 19,259 | $751,053 | $770,073 | +$19,020 | +2.53% | |
| Kingdom Financial Group Llc. | 0.17% | 17,467 | $681,169 | $698,420 | +$17,251 | +2.53% | |
| Blue Bell Private Wealth Management, Llc | 0.06% | 12,835 | $500,533 | $513,209 | +$12,676 | +2.53% | |
| Accurate Wealth Management, Llc | 0.04% | 11,929 | $467,975 | $476,982 | +$9,007 | +1.92% | |
| Mcadam, Llc | 0.02% | 10,615 | $413,958 | $424,442 | +$10,484 | +2.53% | |
| Gts Securities Llc | 0.01% | 8,854 | $345,279 | $354,028 | +$8,749 | +2.53% | |
| Jane Street Group, Llc | 0.00% | 8,419 | $328,320 | $336,635 | +$8,315 | +2.53% | |
| First Heartland Consultants, Inc. | 0.02% | 8,337 | $325,122 | $333,356 | +$8,234 | +2.53% | |
| Goldman Sachs Group Inc | 0.00% | 7,381 | $287,841 | $295,130 | +$7,289 | +2.53% | |
| Harbour Investments, Inc. | 0.00% | 6,397 | $249,467 | $255,785 | +$6,318 | +2.53% | |
| Networth Advisors, Llc | 0.13% | 5,650 | $220,336 | $225,916 | +$5,580 | +2.53% | |
| Old Mission Capital Llc | 0.01% | 5,328 | $207,778 | $213,041 | +$5,263 | +2.53% | |
| Mosley Wealth Management | 0.06% | 5,152 | $200,915 | $206,003 | +$5,088 | +2.53% | |
| Allianz Se | 0.00% | 5,000 | $194,988 | $199,926 | +$4,938 | +2.53% | |
| Cwm, Llc | 0.00% | 4,629 | $171,308 | $185,091 | +$13,783 | +8.05% | |
| Decker Retirement Planning Inc. | 0.05% | 4,036 | $157,394 | $161,380 | +$3,986 | +2.53% | |
| Ifg Advisory, Llc | 0.01% | 3,832 | $149,439 | $153,223 | +$3,784 | +2.53% | |
| Jpmorgan Chase & Co | 0.00% | 2,688 | $104,298 | $107,480 | +$3,182 | +3.05% | |
| Key Capital Management, Inc | 0.04% | 1,791 | $69,845 | $71,613 | +$1,768 | +2.53% | |
| Corecap Advisors, Llc | 0.00% | 204 | $7,955 | $8,157 | +$202 | +2.54% | |
| Morgan Stanley | 0.00% | 100 | $3,900 | $3,999 | +$99 | +2.53% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 19,835 | $774 | $793,104 | +$792,330 | +102368.28% |
Frequently asked questions about MAYT
Who owns the most MAYT stock?
The largest holders of MAYT 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 BUFFER10 MAY (MAYT).
Is MAYT widely held by superinvestors?
Many widely followed stocks like MAYT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly MAYT 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.