Who owns AllianzIM U.S. Equity Buffer20 Apr ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of APRW from SEC Form 13F filings across 67 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, 67 institutions disclosed 4.4M shares of AllianzIM U.S. Equity Buffer20 Apr ETF worth $157.1M — about 83.4% of shares outstanding; the largest disclosed holder is COMMONWEALTH EQUITY SERVICES, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
67
13F holders
$157.1M
value, 2026 filers
83.4%
of shares outstanding (4.4M sh)
13
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 APRW's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | 899,288 | $33.4M | 0.0% | 16.9% | +3.0% |
| 2 | RAYMOND JAMES FINANCIAL INC | 438,544 | $16.3M | 0.0% | 8.2% | +6.1% |
| 3 | OSAIC HOLDINGS, INC. | 399,855 | $14.9M | 0.0% | 7.5% | +16.3% |
| 4 | LPL Financial LLC | 321,559 | $11.9M | 0.0% | 6% | +7.4% |
| 5 | Advyzon Investment Management, LLC | 225,897 | $8.4M | 0.6% | 4.2% | +58.9% |
| 6 | Cetera Investment Advisers | 222,848 | $8.3M | 0.0% | 4.2% | +0.9% |
| 7 | Allianz SE | 181,956 | $6.8M | 0.1% | 3.4% | +22.8% |
| 8 | Guardian Capital, LLC | 150,342 | $5.6M | 4.6% | 2.8% | +42.1% |
| 9 | GTS FINANCIAL, LLC | 139,885 | $4.7M | 3.4% | 2.6% | -0.5% |
| 10 | CENTAURUS FINANCIAL, INC. | 138,016 | $5,126 | 0.0% | 2.6% | +28.2% |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 117,062 | $4.3M | 0.0% | 2.2% | -14.9% |
| 12 | World Investment Advisors | 99,380 | $3.7M | 0.1% | 1.9% | +13.1% |
| 13 | Ausdal Financial Partners, Inc. | 91,287 | $3.4M | 0.1% | 1.7% | +79.7% |
| 14 | Farther Finance Advisors, LLC | 87,456 | $3.2M | 0.0% | 1.6% | +8.9% |
| 15 | Kestra Advisory Services, LLC | 73,582 | $2.7M | 0.0% | 1.4% | -13.7% |
| 16 | Perennial Investment Advisors, LLCNEW | 67,230 | $2.5M | 0.2% | 1.3% | new |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 63,885 | $2.4M | 0.0% | 1.2% | new |
| 18 | Joseph P. Lucia & Associates, LLC | 62,250 | $2.3M | 0.7% | 1.2% | +28.3% |
| 19 | Cambridge Investment Research Advisors, Inc. | 53,898 | $2,002 | 0.0% | 1% | +20.6% |
| 20 | MML INVESTORS SERVICES, LLC | 51,859 | $1.9M | 0.0% | 1% | +181.6% |
| 21 | Long Island Wealth Management, Inc. | 36,613 | $1.4M | 0.6% | 0.7% | 0.0% |
| 22 | Compass Advisory Group LLC | 35,789 | $1.3M | 0.3% | 0.7% | 0.0% |
| 23 | Focus Financial Network, Inc. | 29,850 | $1.1M | 0.0% | 0.6% | +25.0% |
| 24 | JIM SAULNIER & ASSOCIATES, LLC | 27,197 | $1.0M | 0.4% | 0.5% | -3.5% |
| 25 | Spire Wealth Management | 26,644 | $989,553 | 0.0% | 0.5% | +62.3% |
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.