ALLIANZIM US LC BUFFER20 MAY (MAYW) Institutional Shareholders

ALLIANZIM US LC BUFFER20 MAY (MAYW) 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 $193.34M in MAYW holdings during the latest filing period.

Lloyd Advisory Services, Llc. is currently the largest disclosed institutional shareholder of MAYW tracked by InsiderSet, reporting ownership valued at approximately $25.02M 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 $25.49M, representing an estimated gain of +1.84% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 54% of the total disclosed MAYW value among the investors covered in this analysis. Major shareholders include Lloyd Advisory Services, Llc., Pom Investment Strategies, Llc, Commonwealth Equity Services, Llc, 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

70

Total Reported Value

$193.34M

Largest Holder

Lloyd Advisory Services, Llc.

Largest Position

$25.02M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

75

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Lloyd Advisory Services, Llc.9.70%719,712$25,024,369$25,485,002+$460,633+1.84%
Pom Investment Strategies, Llc14.08%357,484$12,429,719$12,658,508+$228,789+1.84%
Commonwealth Equity Services, Llc0.01%282,595$9,825,810$10,006,689+$180,879+1.84%
Osaic Holdings, Inc.0.01%282,561$9,824,568$10,005,485+$180,917+1.84%
Lpl Financial Llc0.00%281,451$9,786,051$9,966,180+$180,129+1.84%
Wellment Financial10.44%263,404$9,158,564$9,327,136+$168,572+1.84%
Mid-American Wealth Advisory Group, Inc.2.70%215,020$7,476,245$7,613,858+$137,613+1.84%
B.O.S.S. Retirement Advisors, Llc1.86%198,617$6,905,913$7,033,028+$127,115+1.84%
Allianz Se0.07%193,052$6,712,418$6,835,971+$123,553+1.84%
Howard Bailey Securities, Llc2.51%192,678$6,699,414$6,822,728+$123,314+1.84%
Outlook Wealth Advisors, Llc1.43%190,171$6,612,251$6,733,955+$121,704+1.84%
Integrated Wealth Management6.68%181,878$6,323,898$6,440,300+$116,402+1.84%
American Asset Management Inc.4.15%146,366$5,089,146$5,182,820+$93,674+1.84%
Envestnet Asset Management Inc0.00%121,384$4,220,522$4,298,207+$77,685+1.84%
Kestra Advisory Services, Llc0.01%115,531$4,017,013$4,090,953+$73,940+1.84%
Aegis Wealth Management, Inc.2.57%114,627$3,985,581$4,058,942+$73,361+1.84%
Networth Advisors, Llc2.31%114,369$3,976,610$4,049,806+$73,196+1.84%
Great Lakes Retirement, Inc.0.35%112,552$3,913,433$3,985,466+$72,033+1.84%
Tounjian Advisory Partners, Llc1.58%105,999$3,685,591$3,753,425+$67,834+1.84%
Modern Wealth Management, Llc0.04%104,160$3,621,643$3,688,306+$66,663+1.84%
Elevated Capital Advisors, Llc0.99%103,773$3,608,187$3,674,602+$66,415+1.84%
Fsa Advisors, Inc.1.29%81,195$2,823,150$2,875,115+$51,965+1.84%
Oppenheimer & Co Inc0.03%80,319$2,792,692$2,844,096+$51,404+1.84%
Centennial Advisors, Llc3.16%76,091$2,645,684$2,694,382+$48,698+1.84%
Susquehanna International Group, Llp0.00%72,518$2,521,451$2,567,862+$46,411+1.84%
Lifewealth Investments, Llc0.64%68,766$2,390,994$2,435,004+$44,010+1.84%
Raymond James Financial Inc0.00%59,937$2,084,009$2,122,369+$38,360+1.84%
Spire Wealth Management0.06%56,960$1,980,499$2,016,954+$36,455+1.84%
Cetera Investment Advisers0.00%53,923$1,874,903$1,909,413+$34,510+1.84%
Smart Wealth Llc0.40%53,419$1,857,379$1,891,567+$34,188+1.84%
World Investment Advisors0.03%49,823$1,732,346$1,764,232+$31,886+1.84%
Gts Financial, Llc1.23%52,341$1,683,522$1,853,395+$169,873+10.09%
Kingdom Financial Group Llc.0.34%38,784$1,348,520$1,373,341+$24,821+1.84%
Bcgm Wealth Management, Llc0.28%38,018$1,321,886$1,346,217+$24,331+1.84%
Blackston Financial Advisory Group, Llc0.72%36,725$1,276,928$1,300,432+$23,504+1.84%
Csenge Advisory Group0.05%33,629$1,169,280$1,190,803+$21,523+1.84%
Harbour Investments, Inc.0.01%25,677$892,789$909,223+$16,434+1.84%
Castle Rock Wealth Management, Llc0.16%24,166$840,010$855,718+$15,708+1.87%
Jim Saulnier & Associates, Llc0.33%23,820$828,221$843,466+$15,245+1.84%
Mml Investors Services, Llc0.00%23,120$803,882$818,679+$14,797+1.84%
Mosley Wealth Management0.23%20,415$709,830$722,895+$13,065+1.84%
Cypress Wealth Services, Llc0.08%18,314$636,778$648,499+$11,721+1.84%
Pfg Advisors0.02%12,811$445,438$453,638+$8,200+1.84%
Farther Finance Advisors, Llc0.00%12,262$426,352$434,197+$7,845+1.84%
Mcadam, Llc0.02%12,077$419,917$427,647+$7,730+1.84%
Quest 10 Wealth Builders, Inc.0.31%11,654$405,210$412,668+$7,458+1.84%
Independent Financial Group, Llc0.01%11,458$398,395$405,728+$7,333+1.84%
Ifg Advisory, Llc0.01%10,968$381,357$388,377+$7,020+1.84%
Moors & Cabot, Inc.0.01%10,750$373,778$380,657+$6,879+1.84%
Nwf Advisory Services Inc.0.04%10,750$373,778$380,657+$6,879+1.84%

Frequently asked questions about MAYW

  • Who owns the most MAYW stock?

    The largest holders of MAYW 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 MAY (MAYW).

  • Is MAYW widely held by superinvestors?

    Many widely followed stocks like MAYW appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly MAYW 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.