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AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF (NVBU) Institutional Ownership

$27.42 +0.33 (+1.21%)
As of 08/22/2025 03:57 PM Eastern
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Institutional Ownership Changes (13F Filings) for AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF (BATS:NVBU)

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$26.68M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$144.85K
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NVBU Institutional Buying and Selling by Quarter

AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/12/2025 Allianz Investment Management U.S. LLC150,775$4.01M0.2%-3.2%10.398%
8/8/2025 Creative Planning11,121$296K0.0%-4.0%0.767%
8/6/2025 AE Wealth Management LLC316,780$8.42M0.1%+282,739.3%21.847%
8/6/2025 Savant Capital LLC61,672$1.64M0.0%+5.9%4.253%
8/4/2025 Great Lakes Retirement Inc.10,897$290K0.0%N/A0.752%
8/4/2025 FWG Investments LLC.8,571$228K0.2%N/A0.591%
7/31/2025 FSR Wealth Management Ltd.12,286$327K0.4%N/A0.847%
7/30/2025 LifeWealth Investments LLC9,950$264K0.1%N/A0.686%
7/29/2025 Stephens Inc. AR120,402$3.20M0.0%+2.3%8.304%
7/23/2025 Secured Retirement Advisors LLC27,941$743K0.4%+2.0%1.927%
7/18/2025 B.O.S.S. Retirement Advisors LLC33,048$878K0.2%N/A2.279%
7/18/2025 Consolidated Portfolio Review Corp13,453$358K0.0%N/A0.928%
7/16/2025 Lloyd Advisory Services LLC.56,272$1.50M0.7%N/A3.881%
5/1/2025 Secured Retirement Advisors LLC27,402$680K0.4%+8.7%3.536%
5/1/2025 Stephens Inc. AR117,710$2.92M0.0%+1.5%15.188%
2/17/2025 Citadel Advisors LLC16,745$428K0.0%N/A0.000%
2/13/2025Maxwell Wealth Strategies Inc.11,584$296K0.1%N/A0.000%
2/13/2025 Envestnet Asset Management Inc.13,453$344K0.0%N/A0.000%
2/12/2025 StoneX Group Inc.13,453$344K0.0%N/A0.000%
2/12/2025 Allianz Investment Management U.S. LLC198,275$5.07M0.4%N/A0.000%
2/12/2025 NBZ Investment Advisors LLC9,834$251K0.1%N/A0.000%
2/10/2025 Harbour Investments Inc.3,169$81K0.0%N/A0.000%
2/10/2025 Commonwealth Equity Services LLC63,286$1.62M0.0%N/A0.000%
1/30/2025 Secured Retirement Advisors LLC25,210$644K0.4%N/A0.000%
1/30/2025Bright Futures Wealth Management LLC.81,011$2.12M1.9%N/A0.000%
1/28/2025 Stephens Inc. AR115,921$2.96M0.0%N/A0.000%
(Data available from 1/1/2016 forward)

NVBU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NVBU shares?

During the previous two years, 21 institutional investors and hedge funds held shares of AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF. The most heavily invested institutionals were AE Wealth Management LLC ($8.42M), Allianz Investment Management U.S. LLC ($4.01M), Stephens Inc. AR ($3.20M), Bright Futures Wealth Management LLC. ($2.12M), Savant Capital LLC ($1.64M), Commonwealth Equity Services LLC ($1.62M), and Lloyd Advisory Services LLC. ($1.50M).Learn more on AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF's institutional investors.

Which institutional investors have been buying AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF's stock?

Of the 20 institutional investors that purchased AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: AE Wealth Management LLC ($316.67K), Allianz Investment Management U.S. LLC ($198.28K), Stephens Inc. AR ($120.40K), Bright Futures Wealth Management LLC. ($81.01K), Commonwealth Equity Services LLC ($63.29K), Lloyd Advisory Services LLC. ($56.27K), and B.O.S.S. Retirement Advisors LLC ($33.05K).

How much institutional buying is happening at AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF?

Institutional investors have bought a total of 1,023,714 shares in the last 24 months. This purchase volume represents approximately $26.68M in transactions.

Which of AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF's major shareholders have been selling company stock?

The following institutional investors have sold AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF stock in the last 24 months: Allianz Investment Management U.S. LLC ($5K), and Creative Planning ($463.00).

How much institutional selling is happening at AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF?

Institutional investors have sold a total of 5,463 shares in the last 24 months. This volume of shares sold represents approximately $144.85K in transactions.



This page (BATS:NVBU) was last updated on 8/23/2025 by MarketBeat.com Staff
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