Who owns AUGW?
AllianzIM U.S. Equity Buffer20 ETF - Aug · AllianzIM
54 institutions reported holding AUGW, worth $106.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of AUGW
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Raymond James Financial Inc. | St. Petersburg, FL | $28.0M | 821,230 | −487 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $12.8M | 376,381 | −19,933 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $9.8M | 288,312 | +6,526 shares |
| Allianz SE | Munich, Germany | $6.8M | 200,818 | +36,888 shares |
| Access Financial Services, Inc. | Minneapolis, MN | $5.5M | 160,448 | −6,631 shares |
| LPL Financial LLC | Fort Mill, SC | $4.0M | 118,420 | +9,623 shares |
| Cetera Investment Advisers | Schaumburg, IL | $3.5M | 104,268 | −6,377 shares |
| Advisory Alpha, LLC | Holland, MI | $3.5M | 103,834 | −3,483 shares |
| American Asset Management Inc. | Boca Raton, FL | $3.4M | 99,779 | −785 shares |
| Kestra Advisory Services, LLC | Austin, TX | $2.3M | 68,564 | −27,872 shares |
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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Frequently asked questions
Who owns AUGW?
54 institutional managers reported holding AUGW in Form 13F filings for June 30, 2026, worth $106.4M in total. The largest reported position was held by Raymond James Financial Inc., at $28.0M.
Did institutions buy or sell AUGW last quarter?
Reported 13F value rose 3.6% from March 31, 2026, which includes price moves as well as buying and selling. 7 firms reported a new position and 5 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 AUGW 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.