Who owns NVBW?
AllianzIM U.S. Equity Buffer20 ETF - Nov · AllianzIM
50 institutions reported holding NVBW, worth $72.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of NVBW
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Commonwealth Equity Services, LLC | Waltham, MA | $8.4M | 235,388 | −4,863 shares |
| American Asset Management Inc. | Boca Raton, FL | $8.1M | 227,201 | −3,197 shares |
| Allianz SE | Munich, Germany | $6.8M | 191,778 | +35,504 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $6.3M | 177,423 | +15,495 shares |
| Kestra Advisory Services, LLC | Austin, TX | $5.9M | 164,946 | −10,784 shares |
| Cetera Investment Advisers | Schaumburg, IL | $5.8M | 163,340 | −42,000 shares |
| LPL Financial LLC | Fort Mill, SC | $4.9M | 136,236 | −7,741 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $3.7M | 104,325 | +1,518 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $2.7M | 76,496 | −1,196 shares |
| Castle Rock Wealth Management, LLC | Walnut Creek, CA | $2.7M | 74,803 | 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 NVBW?
50 institutional managers reported holding NVBW in Form 13F filings for June 30, 2026, worth $72.5M in total. The largest reported position was held by Commonwealth Equity Services, LLC, at $8.4M.
Did institutions buy or sell NVBW last quarter?
Reported 13F value rose 4.9% from March 31, 2026, which includes price moves as well as buying and selling. 8 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 NVBW 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.