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Allianzim US EQ Buffer100 (AIOO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
INCREASED
Shares137,662 from 68,421
Change+69,241 (+101%)
Value$3.6M (+$1.8M)
Filed 2026-11-02
RFG Advisory, LLC
INCREASED
Shares67,145 from 64,971
Change+2,174 (+3%)
Value$1.8M (+$64.0K)
Filed 2026-11-03
Farther Finance Advisors, LLC
INCREASED
Shares61,484 from 58,626
Change+2,858 (+5%)
Value$1.6M (+$81.4K)
Filed 2026-10-08
Howard Bailey Securities, LLC
INCREASED
Shares56,111 from 53,952
Change+2,159 (+4%)
Value$1.5M (+$62.5K)
Filed 2026-10-27
Chicago Partners Investment Group LLC
NEW
Shares49,533
Change+49,533
Value$1.3M
Filed 2026-10-27
Csenge Advisory Group
DECREASED
Shares38,747 from 47,173
Change-8,426 (-18%)
Value$1.0M (-$217.9K)
Filed 2026-11-04
Advisor OS, LLC
NEW
Shares31,498
Change+31,498
Value$832.2K
Filed 2026-11-03
Fortis Group Advisors, LLC
INCREASED
Shares21,901 from 19,677
Change+2,224 (+11%)
Value$579.1K (+$61.2K)
Filed 2026-11-06
Integrated Wealth Management
INCREASED
Shares21,425 from 21,366
Change+59 (+0%)
Value$566.0K (+$3.7K)
Filed 2026-10-19
Kestra Private Wealth Services, LLC
INCREASED
Shares21,120 from 7,798
Change+13,322 (+171%)
Value$558.0K (+$352.7K)
Filed 2026-11-06
Key Capital Management, Inc
DECREASED
Shares18,267 from 20,393
Change-2,126 (-10%)
Value$482.6K (-$54.1K)
Filed 2026-11-03
Independent Financial Group, LLC
UNCHANGED
Shares17,046 from 17,046
Change0 (0%)
Value$450.4K (+$1.7K)
Filed 2026-10-13
Centennial Advisors, LLC
DECREASED
Shares14,383 from 14,894
Change-511 (-3%)
Value$380.0K (-$12.0K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares12,758 from 15,722
Change-2,964 (-19%)
Value$337.0K (-$77.0K)
Filed 2026-11-02
Accurate Wealth Management, LLC
DECREASED
Shares8,891 from 9,286
Change-395 (-4%)
Value$236.2K (-$8.4K)
Filed 2026-10-20
Lloyd Advisory Services, Llc.
INCREASED
Shares7,883 from 7,858
Change+25 (+0%)
Value$208.3K (+$1.4K)
Filed 2026-11-02
IFP Advisors, Inc
INCREASED
Shares4,125 from 3,660
Change+465 (+13%)
Value$109.0K (+$12.7K)
Filed 2026-10-16
Vima LLC
INCREASED
Shares3,342 from 3,305
Change+37 (+1%)
Value$88.3K (+$1.3K)
Filed 2026-10-23
Mosley Wealth Management
INCREASED
Shares2,526 from 1,888
Change+638 (+34%)
Value$67.0K (+$17.3K)
Filed 2026-10-16
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$26.4K (+$100)
Filed 2026-11-02
Networth Advisors, LLC
DECREASED
Shares963 from 1,034
Change-71 (-7%)
Value$25.4K (-$1.8K)
Filed 2026-11-03
Tounjian Advisory Partners, LLC
DECREASED
Shares421 from 432
Change-11 (-3%)
Value$11.1K (-$247)
Filed 2026-11-04
Kingdom Financial Group Llc.
DECREASED
Shares61 from 107
Change-46 (-43%)
Value$1.6K (-$1.2K)
Filed 2026-11-04
Allianz SE
N/A
Shares— from 147,041
Change-147,041 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 139,689
Change-139,689 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 69,119
Change-69,119 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 66,303
Change-66,303 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 45,788
Change-45,788 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 38,989
Change-38,989 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 28,679
Change-28,679 (-100%)
Value—
Envision Financial Transparency, LLC
N/A
Shares— from 23,562
Change-23,562 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 22,104
Change-22,104 (-100%)
Value—
Authentikos Wealth Advisory, LLC
N/A
Shares— from 14,355
Change-14,355 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 13,896
Change-13,896 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 11,438
Change-11,438 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,463
Change-1,463 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 216
Change-216 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
INCREASED137,66268,421+69,241+101%$1.8M$3.6M+$1.8M2026-11-02
RFG Advisory, LLC
INCREASED67,14564,971+2,174+3%$1.7M$1.8M+$64.0K2026-11-03
Farther Finance Advisors, LLC
INCREASED61,48458,626+2,858+5%$1.5M$1.6M+$81.4K2026-10-08
Howard Bailey Securities, LLC
INCREASED56,11153,952+2,159+4%$1.4M$1.5M+$62.5K2026-10-27
Chicago Partners Investment Group LLC
NEW49,533—+49,533——$1.3M—2026-10-27
Csenge Advisory Group
DECREASED38,74747,173-8,426-18%$1.2M$1.0M-$217.9K2026-11-04
Advisor OS, LLC
NEW31,498—+31,498——$832.2K—2026-11-03
Fortis Group Advisors, LLC
INCREASED21,90119,677+2,224+11%$517.9K$579.1K+$61.2K2026-11-06
Integrated Wealth Management
INCREASED21,42521,366+59+0%$562.3K$566.0K+$3.7K2026-10-19
Kestra Private Wealth Services, LLC
INCREASED21,1207,798+13,322+171%$205.3K$558.0K+$352.7K2026-11-06
Key Capital Management, Inc
DECREASED18,26720,393-2,126-10%$536.7K$482.6K-$54.1K2026-11-03
Independent Financial Group, LLC
UNCHANGED17,04617,04600%$448.6K$450.4K+$1.7K2026-10-13
Centennial Advisors, LLC
DECREASED14,38314,894-511-3%$392.0K$380.0K-$12.0K2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED12,75815,722-2,964-19%$414.0K$337.0K-$77.0K2026-11-02
Accurate Wealth Management, LLC
DECREASED8,8919,286-395-4%$244.6K$236.2K-$8.4K2026-10-20
Lloyd Advisory Services, Llc.
INCREASED7,8837,858+25+0%$206.8K$208.3K+$1.4K2026-11-02
IFP Advisors, Inc
INCREASED4,1253,660+465+13%$96.3K$109.0K+$12.7K2026-10-16
Vima LLC
INCREASED3,3423,305+37+1%$87.0K$88.3K+$1.3K2026-10-23
Mosley Wealth Management
INCREASED2,5261,888+638+34%$49.7K$67.0K+$17.3K2026-10-16
Murphy & Mullick Capital Management Corp
UNCHANGED1,0001,00000%$26.3K$26.4K+$1002026-11-02
Networth Advisors, LLC
DECREASED9631,034-71-7%$27.2K$25.4K-$1.8K2026-11-03
Tounjian Advisory Partners, LLC
DECREASED421432-11-3%$11.4K$11.1K-$2472026-11-04
Kingdom Financial Group Llc.
DECREASED61107-46-43%$2.8K$1.6K-$1.2K2026-11-04
Allianz SE
N/A—147,041-147,041-100%$3.9M———
AE Wealth Management LLC
N/A—139,689-139,689-100%$3.7M———
Harbour Investments, Inc.
N/A—69,119-69,119-100%$1.8M———
Cetera Investment Advisers
N/A—66,303-66,303-100%$1.7M———
Susquehanna International Group, LLP
N/A—45,788-45,788-100%$1.2M———
Arkadios Wealth Advisors
N/A—38,989-38,989-100%$1.0M———
Envestnet Asset Management Inc
N/A—28,679-28,679-100%$754.8K———
Envision Financial Transparency, LLC
N/A—23,562-23,562-100%$620.1K———
MML Investors Services, LLC
N/A—22,104-22,104-100%$581.8K———
Authentikos Wealth Advisory, LLC
N/A—14,355-14,355-100%$377.8K———
Advisory Services Network, LLC
N/A—13,896-13,896-100%$365.7K———
FSA Advisors, Inc.
N/A—11,438-11,438-100%$301.0K———
Osaic Holdings, Inc.
N/A—1,463-1,463-100%$38.5K———
Morgan Stanley
N/A—216-216-100%$5.7K———
Showing 37 of 37 institutions