ETF Holders

Who owns APRT?

Buffer or defined outcome

AllianzIM U.S. Equity Buffer10 ETF - Apr · AllianzIM

34 institutions reported holding APRT, worth $35.4M, in Form 13F filings for June 30, 2026.

13F holders
34
Institutional value
$35.4M
Change from prior quarter
+32.3%
+$8.6M, with price moves
New and sold-out firms
5 / 0
12 added, 10 trimmed

Top 10 institutional holders of APRT

FirmLocationValueSharesChange
Commonwealth Equity Services, LLCWaltham, MA$4.5M97,720+4,750 shares
LPL Financial LLCFort Mill, SC$4.3M92,698−6,710 shares
Cambridge Investment Research Advisors, Inc.Fairfield, IA$3.6M79,364+41,790 shares
Osaic Holdings, Inc.Scottsdale, AZ$3.4M74,573+7,301 shares
Cetera Investment AdvisersSchaumburg, IL$2.5M55,126+830 shares
Rothschild Wealth LLCOak Brook, IL$2.2M48,234+8,763 shares
Susquehanna International Group, LLPBala Cynwyd, PA$2.2M47,192+39,897 shares
Nvest Financial, LLCPortsmouth, NH$1.8M40,128−1,472 shares
Raymond James Financial Inc.St. Petersburg, FL$1.8M38,907+18,404 shares
Centaurus Financial, Inc.Anaheim, CA$1.6M35,517+13,598 shares
24 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Compare what they hold: APRT vs AUGU, APRT vs IMAY, APRT vs NMAY, APRT vs BGLD.

Frequently asked questions

Who owns APRT?

34 institutional managers reported holding APRT in Form 13F filings for June 30, 2026, worth $35.4M in total. The largest reported position was held by Commonwealth Equity Services, LLC, at $4.5M.

Did institutions buy or sell APRT last quarter?

Reported 13F value rose 32.3% from March 31, 2026, which includes price moves as well as buying and selling. 5 firms reported a new position and 0 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is APRT ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.