AUGW — Allianzim U.S. Equity Buffer20 Aug ETF Institutional Holders · Q3 2026
Who owns Allianzim U.S. Equity Buffer20 Aug ETF (AUGW)? 3 institutions reported holding $1.90M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Castle Rock Wealth Management, LLC ($1.5M), Farther Finance Advisors, LLC ($366,664), CoreCap Advisors, LLC ($3,301).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Castle Rock Wealth Management, LLC | $1.5M | 43,797 | Added |
| 2 | Farther Finance Advisors, LLC | $366,664 | 10,551 | Added |
| 3 | CoreCap Advisors, LLC | $3,301 | 95 | New |
Source: SEC Form 13F filings · as of 2026-09-30