Who owns NVBU?
AllianzIM U.S. Equity Buffer15 Uncapped ETF - Nov · AllianzIM
24 institutions reported holding NVBU, worth $32.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of NVBU
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Allianz SE | Munich, Germany | $15.6M | 507,188 | +13,049 shares |
| Stephens Inc. | Little Rock, AR | $4.8M | 155,014 | −1,132 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $2.8M | 90,812 | New position |
| Cypress Wealth Services, LLC | Palm Desert, CA | $2.7M | 86,684 | −8,995 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $1.5M | 49,692 | −1,404 shares |
| Savant Capital, LLC | Rockford, IL | $1.5M | 48,853 | −8,185 shares |
| Secured Retirement Advisors, LLC | St Louis Park, MN | $688K | 22,308 | +811 shares |
| Arax Advisory Partners | New York, NY | $589K | 19,108 | +1,983 shares |
| Money Concepts Capital Corp. | Palm Beach Gardens, FL | $348K | 11,268 | No change |
| Creative Planning | Overland Park, KS | $343K | 11,131 | No change |
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 NVBU?
24 institutional managers reported holding NVBU in Form 13F filings for June 30, 2026, worth $32.8M in total. The largest reported position was held by Allianz SE, at $15.6M.
Did institutions buy or sell NVBU last quarter?
Reported 13F value fell 0.2% from March 31, 2026, which includes price moves as well as buying and selling. 5 firms reported a new position and 13 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 NVBU 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.