Who owns AllianzIM U.S. Equity Buffer10 Apr ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of APRT from SEC Form 13F filings across 34 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 34 institutions disclosed 731,865 shares of AllianzIM U.S. Equity Buffer10 Apr ETF worth $30.1M — about 70.2% of shares outstanding; the largest disclosed holder is COMMONWEALTH EQUITY SERVICES, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
34
13F holders
$30.1M
value, 2026 filers
70.2%
of shares outstanding (731,865 sh)
6
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of APRT's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | 97,720 | $4.5M | 0.0% | 9.4% | +5.1% |
| 2 | LPL Financial LLC | 92,698 | $4.3M | 0.0% | 8.9% | -6.7% |
| 3 | OSAIC HOLDINGS, INC. | 74,573 | $3.4M | 0.0% | 7.2% | +10.9% |
| 4 | Cetera Investment Advisers | 55,126 | $2.5M | 0.0% | 5.3% | +1.5% |
| 5 | Rothschild Wealth LLC | 48,234 | $2.2M | 0.2% | 4.6% | +22.2% |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 47,192 | $2.2M | 0.0% | 4.5% | +546.9% |
| 7 | Nvest Financial, LLC | 40,128 | $1.8M | 0.6% | 3.8% | -3.5% |
| 8 | Cambridge Investment Research Advisors, Inc. | 39,682 | $1,820 | 0.0% | 3.8% | +5.6% |
| 9 | RAYMOND JAMES FINANCIAL INC | 38,907 | $1.8M | 0.0% | 3.7% | +89.8% |
| 10 | CENTAURUS FINANCIAL, INC. | 35,517 | $1,629 | 0.0% | 3.4% | +62.0% |
| 11 | Bleakley Financial Group, LLC | 21,643 | $992,844 | 0.0% | 2.1% | 0.0% |
| 12 | Bison Wealth, LLC | 19,054 | $876,293 | 0.1% | 1.8% | 0.0% |
| 13 | Main Street Financial Solutions, LLCNEW | 14,968 | $686,638 | 0.0% | 1.4% | new |
| 14 | First Heartland Consultants, Inc. | 12,632 | $579,477 | 0.0% | 1.2% | -3.4% |
| 15 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 12,178 | $558,650 | 0.1% | 1.2% | +10.5% |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 11,109 | $509,599 | 0.0% | 1.1% | +4.3% |
| 17 | PANORAMIC INVESTMENT ADVISORS, LLCNEW | 7,525 | $345,200 | 0.2% | 0.7% | new |
| 18 | Accurate Wealth Management, LLC | 7,237 | $333,343 | 0.0% | 0.7% | +5.6% |
| 19 | Patriot Financial Group Insurance Agency, LLC | 6,810 | $312,400 | 0.0% | 0.7% | -50.0% |
| 20 | HARBOUR INVESTMENTS, INC. | 5,887 | $270,058 | 0.0% | 0.6% | +51.1% |
| 21 | Sanctuary Advisors, LLC | 5,545 | $254,370 | 0.0% | 0.5% | -9.1% |
| 22 | Focus Financial Network, Inc. | 5,286 | $242,488 | 0.0% | 0.5% | -25.3% |
| 23 | INDEPENDENT FINANCIAL GROUP, LLCNEW | 5,236 | $240,195 | 0.0% | 0.5% | new |
| 24 | Allianz SE | 5,000 | $229,369 | 0.0% | 0.5% | 0.0% |
| 25 | Cassady Wealth & Retirement Planning, LLC | 4,898 | $224,689 | 0.1% | 0.5% | -4.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.