Who owns MART?
AllianzIM U.S. Equity Buffer10 ETF - Mar · AllianzIM
22 institutions reported holding MART, worth $26.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of MART
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $11.4M | 271,472 | +140,840 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $3.4M | 80,653 | +15,250 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $2.7M | 65,277 | −2,604 shares |
| LPL Financial LLC | Fort Mill, SC | $1.9M | 46,356 | −1,687 shares |
| Nvest Financial, LLC | Portsmouth, NH | $1.4M | 33,526 | −2,648 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $1.3M | 30,903 | +18,472 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $780K | 18,608 | −59 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $638K | 15,213 | +1,903 shares |
| Harbour Investments, Inc. | Madison, WI | $617K | 14,714 | −1,041 shares |
| Cetera Investment Advisers | Schaumburg, IL | $421K | 10,046 | −10 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 MART?
22 institutional managers reported holding MART in Form 13F filings for June 30, 2026, worth $26.5M in total. The largest reported position was held by Cambridge Investment Research Advisors, Inc., at $11.4M.
Did institutions buy or sell MART last quarter?
Reported 13F value rose 40.7% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 2 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 MART 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.