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

$30.71 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF (BATS:NVBU)

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$26.89M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$6.51M
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NVBU Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2026Kestra Advisory Services LLC9,515$268K0.0%+95.4%0.656%
4/28/2026Stephens Inc. AR156,146$4.40M0.1%+10.2%10.769%
4/24/2026SMART Wealth LLC10,134$285K0.1%-11.3%0.699%
2/18/2026OLD Mission Capital LLC8,537$247K0.0%-64.2%0.589%
2/17/2026Cetera Investment Advisers11,095$321K0.0%N/A0.765%
2/16/2026Arax Advisory Partners16,409$475K0.0%N/A1.132%
2/13/2026Kestra Advisory Services LLC4,870$141K0.0%N/A0.336%
2/13/2026Allianz SE89,775$2.60M0.0%N/A6.191%
2/12/2026Commonwealth Equity Services LLC76,783$2.22M0.0%+60.6%5.295%
2/11/2026Allianz Investment Management LLC211,397$6.12M3.8%N/A14.579%
2/10/2026Foundations Investment Advisors LLC8,699$252K0.0%N/A0.600%
2/6/2026Lloyd Advisory Services LLC.3,038$88K0.0%N/A0.210%
2/6/2026IFP Advisors Inc1,635$47K0.0%+37.4%0.113%
2/5/2026Stephens Inc. AR141,646$4.10M0.1%+17.1%9.769%
2/4/2026Money Concepts Capital Corp11,018$319K0.0%N/A0.760%
2/2/2026Grantvest Financial Group LLC9,420$273K0.2%+8.9%0.650%
1/30/2026Secured Retirement Advisors LLC21,555$624K0.3%-16.0%1.487%
1/29/2026Kestra Private Wealth Services LLC16,223$470K0.0%N/A1.119%
1/26/2026SMART Wealth LLC11,423$331K0.1%N/A0.788%
1/26/2026AE Wealth Management LLC145,214$4.20M0.0%-0.7%10.015%
1/26/2026PFG Investments LLC9,210$267K0.0%N/A0.635%
1/14/2026Cypress Wealth Services LLC95,679$2.77M0.4%-4.0%6.599%
1/1/2026JPMorgan Chase & Co.10,000$283K0.0%N/A0.690%
11/17/2025Susquehanna International Group LLP16,905$479K0.0%+66.0%1.166%
11/7/2025JPMorgan Chase & Co.10,000$283K0.0%N/A0.690%
11/6/2025Allianz Investment Management U.S. LLC127,275$3.60M0.1%-15.6%8.778%
11/5/2025Savant Capital LLC63,144$1.79M0.0%+2.4%4.355%
11/4/2025Grantvest Financial Group LLC8,647$245K0.2%N/A0.596%
11/3/2025AE Wealth Management LLC146,283$4.14M0.0%-53.8%10.088%
10/29/2025FWG Investments LLC.9,703$275K0.2%+13.2%0.669%
10/29/2025FSR Wealth Management Ltd.10,654$302K0.4%-13.3%0.735%
10/27/2025Stephens Inc. AR120,917$3.42M0.0%+0.4%8.339%
10/20/2025Quest 10 Wealth Builders Inc.2,806$79K0.1%-16.7%0.194%
10/15/2025Secured Retirement Advisors LLC25,665$727K0.4%-8.1%1.770%
8/12/2025Allianz Investment Management U.S. LLC150,775$4.01M0.2%-3.2%10.398%
8/8/2025Creative Planning11,121$296K0.0%-4.0%0.767%
8/6/2025AE Wealth Management LLC316,780$8.42M0.1%+282,739.3%21.847%
8/6/2025Savant Capital LLC61,672$1.64M0.0%+5.9%4.253%
8/4/2025Great Lakes Retirement Inc.10,897$290K0.0%N/A0.752%
8/4/2025FWG Investments LLC.8,571$228K0.2%N/A0.591%
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7/31/2025FSR Wealth Management Ltd.12,286$327K0.4%N/A0.847%
7/30/2025LifeWealth Investments LLC9,950$264K0.1%N/A0.686%
7/29/2025Stephens Inc. AR120,402$3.20M0.0%+2.3%8.304%
7/23/2025Secured Retirement Advisors LLC27,941$743K0.4%+2.0%1.927%
7/18/2025B.O.S.S. Retirement Advisors LLC33,048$878K0.2%N/A2.279%
7/18/2025Consolidated Portfolio Review Corp13,453$358K0.0%N/A0.928%
7/16/2025Lloyd Advisory Services LLC.56,272$1.50M0.7%N/A3.881%
5/1/2025Secured Retirement Advisors LLC27,402$680K0.4%+8.7%3.536%
5/1/2025Stephens Inc. AR117,710$2.92M0.0%+1.5%15.188%
2/17/2025Citadel Advisors LLC16,745$428K0.0%N/A0.000%
2/13/2025Maxwell Wealth Strategies Inc.11,584$296K0.1%N/A0.000%
2/13/2025Envestnet Asset Management Inc.13,453$344K0.0%N/A0.000%
2/12/2025StoneX Group Inc.13,453$344K0.0%N/A0.000%
2/12/2025Allianz Investment Management U.S. LLC198,275$5.07M0.4%N/A0.000%
2/12/2025NBZ Investment Advisors LLC9,834$251K0.1%N/A0.000%
2/10/2025Harbour Investments Inc.3,169$81K0.0%N/A0.000%
2/10/2025Commonwealth Equity Services LLC63,286$1.62M0.0%N/A0.000%
1/30/2025Secured Retirement Advisors LLC25,210$644K0.4%N/A0.000%
1/30/2025Bright Futures Wealth Management LLC.81,011$2.12M1.9%N/A0.000%
1/28/2025Stephens Inc. AR115,921$2.96M0.0%N/A0.000%


NVBU Institutional Ownership - Frequently Asked Questions

During the previous two years, 38 institutional investors and hedge funds held shares of AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF. The most heavily invested institutionals were Allianz Investment Management LLC ($6.12M), Stephens Inc. AR ($4.40M), AE Wealth Management LLC ($4.20M), Allianz Investment Management U.S. LLC ($3.60M), Cypress Wealth Services LLC ($2.77M), Allianz SE ($2.60M), and Commonwealth Equity Services LLC ($2.22M).Learn more on AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF's institutional investors.

Of the 34 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 LLC ($211.40K), Allianz Investment Management U.S. LLC ($198.28K), Stephens Inc. AR ($156.15K), Commonwealth Equity Services LLC ($92.27K), Allianz SE ($89.78K), and Bright Futures Wealth Management LLC. ($81.01K).

Institutional investors have bought a total of 969,515 shares in the last 24 months. This purchase volume represents approximately $26.89M in transactions.

Of the 9 institutional investors that sold AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: AE Wealth Management LLC ($171.57K), Allianz Investment Management U.S. LLC ($28.50K), OLD Mission Capital LLC ($15.28K), Secured Retirement Advisors LLC ($6.39K), Cypress Wealth Services LLC ($3.97K), FSR Wealth Management Ltd. ($1.63K), and SMART Wealth LLC ($1.29K).

Institutional investors have sold a total of 229,653 shares in the last 24 months. This volume of shares sold represents approximately $6.51M in transactions.


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This page (BATS:NVBU) was last updated on 7/5/2026 by MarketBeat.com Staff.
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