Who Owns NVBW?
AllianzIM U.S. Equity Buffer20 Nov ETF — Institutional Ownership & 13F Holdings
$34.85
+0.12 (+0.35%)
Market Cap
$93.1M
Shares Outstanding
2,824,755
Institutional Holders
36
Total Inst. Value
$35.6M
% of Float Held
—
QoQ Holder Change
+20
Institutional data as of Q1 2025
New Positions
8
Closed Positions
2
Increased
4
Decreased
14
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Mid-American Wealth Advisory Group, Inc.New | $8.6M | 281,593 |
| 2 | AMERICAN ASSET MANAGEMENT INC.New | $7.9M | 259,350 |
| 3 | OSAIC HOLDINGS, INC. | $3.7M | 121,303 |
| 4 | Cetera Investment Advisers | $2.2M | 71,759 |
| 5 | Cambridge Investment Research Advisors, Inc. | $2.0M | 66,602 |
| 6 | RAYMOND JAMES FINANCIAL INC | $1.5M | 48,300 |
| 7 | Castle Rock Wealth Management, LLC | $1.3M | 41,480 |
| 8 | Spire Wealth Management | $1.0M | 33,370 |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $848K | 27,721 |
| 10 | HARBOUR INVESTMENTS, INC. | $764K | 24,957 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Mid-American Wealth Advisory Group, Inc.New | +282K | $8.6M |
| AMERICAN ASSET MANAGEMENT INC.New | +259K | $7.9M |
| OSAIC HOLDINGS, INC. | +61K | $3.7M |
| CITADEL ADVISORS LLC | +174 | $605K |
| Joseph P. Lucia & Associates, LLCNew | +18K | $551K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -19K | $848K |
| HARBOUR INVESTMENTS, INC. | -16K | $764K |
| Kestra Advisory Services, LLC | -16K | $4K |
| COMMONWEALTH EQUITY SERVICES, LLC | -7K | $7K |
| Strategic Blueprint, LLC | -5K | $344K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold NVBW?
As of Q1 2025, 36 institutional investors report holding NVBW (AllianzIM U.S. Equity Buffer20 Nov ETF) in their 13F filings.
Which hedge fund owns the most NVBW?
The largest institutional holder of NVBW is Mid-American Wealth Advisory Group, Inc. with $8.6M in shares.
Are institutions buying or selling NVBW?
This quarter, 8 institutions opened new positions in NVBW and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.