Who Owns ALLIANZIM U.S. EQUITY BUFFER10 NOV ETF (NVBT)? -- Institutional Holders (2026-06-30)

30 institutions reported holding $21.0M of ALLIANZIM U.S. EQUITY BUFFER10 NOV ETF (NVBT) in SEC 13F filings for 2026-06-30. Largest institutional holders: RAYMOND JAMES FINANCIAL INC ($4.5M), LPL Financial LLC ($2.7M), OSAIC HOLDINGS, INC. ($2.5M), COMMONWEALTH EQUITY SERVICES, LLC ($2.4M), Cetera Investment Advisers ($1.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1RAYMOND JAMES FINANCIAL INC$4.5M112,774Added
2LPL Financial LLC$2.7M68,750Trimmed
3OSAIC HOLDINGS, INC.$2.5M63,949Trimmed
4COMMONWEALTH EQUITY SERVICES, LLC$2.4M60,072Trimmed
5Cetera Investment Advisers$1.3M34,078Trimmed
6CITADEL ADVISORS LLC$792,16620,005Added
7Grantvest Financial Group LLC$768,92219,418Trimmed
8KESTRA PRIVATE WEALTH SERVICES, LLC$767,37719,379Hold
9OLD MISSION CAPITAL LLC$589,18414,879New
10SUSQUEHANNA INTERNATIONAL GROUP, LLP$521,55113,171Trimmed
11Kestra Advisory Services, LLC$504,42412,739Trimmed
12Lido Advisors, LLC$449,23911,345Trimmed
13ENVESTNET ASSET MANAGEMENT INC$442,03711,163Added
14Innovative Asset Advisors Group, LLC$433,95910,959New
15Sanctuary Advisors, LLC$410,63510,370Hold
16HARBOUR INVESTMENTS, INC.$388,5409,812Trimmed
17CENTAURUS FINANCIAL, INC.$378,0009,541Hold
18Nvest Financial, LLC$313,3037,912Hold
19Accurate Wealth Management, LLC$311,0407,795Trimmed
20Allianz SE$197,9925,000Hold
21BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$190,3104,806Hold
22Spire Wealth Management$46,0531,163Hold
23CREATIVE FINANCIAL DESIGNS INC /ADV$8,830223Trimmed
24IFP Advisors, Inc$3,960100Hold
25BARCLAYS PLC$2,85172New

Source: SEC Form 13F filings · as of 2026-06-30