Who Owns AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW)?Hedge Fund & Institutional Holders

$33.50-0.07 (-0.20%)Financial ServicesBATS

Institutional Holders

45

as of Q4 2025

Total Institutional Value

$8.000792860006e+114T

% of Float Held

—

QoQ Change in Holders

+14 / -2

Price History

$28.92$30.24$31.56$32.89$34.21Sep 24Jun 25Mar 26

NVBW — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COMMONWEALTH EQUITY SERVICES, LLCNew Position+261K+$8.0M
AMERICAN ASSET MANAGEMENT INC.New Position+234K+$7.9M
ALLIANZ INVESTMENT MANAGEMENT LLCNew Position+109K+$3.7M
Castle Rock Wealth Management, LLCNew Position+75K+$2.5M
Spire Wealth ManagementNew Position+66K+$2.2M
Cambridge Investment Research Advisors, Inc.Increased+58K+$1.6M
ACCESS FINANCIAL SERVICES, INC.New Position+29K+$986K
Tyche Wealth Partners LLCNew Position+25K+$835K
World Investment AdvisorsNew Position+22K+$756K
JIM SAULNIER & ASSOCIATES, LLCNew Position+18K+$620K
Joseph P. Lucia & Associates, LLCNew Position+13K+$430K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+12K+$394K
Avidian Wealth Enterprises, LLCNew Position+11K+$369K
Elevation Wealth Management LLCNew Position+11K+$365K
SAGESPRING WEALTH PARTNERS, LLCNew Position+10K+$335K

NVBW — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-5K-$1.2B
OLD MISSION CAPITAL LLCDecreased-25K-$1.1B
JPMORGAN CHASE & CODecreased-6K-$423.7M
BARCLAYS PLCClosed Position-4K-$148.4M
UBS Group AGClosed Position-2K-$58.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1COMMONWEALTH EQUITY SERVICES, LLC261,191$8.0M0.01%Share
2AMERICAN ASSET MANAGEMENT INC.234,318$7.9M6.72%Share
3Cetera Investment Advisers202,342$6.0M0.01%Share
4OSAIC HOLDINGS, INC.187,646$6.0M0.01%Share
5Kestra Advisory Services, LLC151,913$5.0M0.02%Share
6LPL Financial LLC147,486$4.0M0.00%Share
7ALLIANZ INVESTMENT MANAGEMENT LLC109,056$3.7M2.31%Share
8RAYMOND JAMES FINANCIAL INC100,987$3.0M0.00%Share
9PFG Advisors77,501$2.6M0.13%Share
10Castle Rock Wealth Management, LLC74,803$2.5M0.55%Share
11Spire Wealth Management66,141$2.2M0.07%Share
12Cambridge Investment Research Advisors, Inc.68,426$2.0M0.01%Share
13HARBOUR INVESTMENTS, INC.46,085$1.6M0.03%Share
14SUSQUEHANNA INTERNATIONAL GROUP, LLP31,603$1.0M0.00%Share
15ACCESS FINANCIAL SERVICES, INC.29,170$986K0.36%Share
16Tyche Wealth Partners LLC24,690$835K0.13%Share
17World Investment Advisors22,366$756K0.01%Share
18JIM SAULNIER & ASSOCIATES, LLC18,344$620K0.32%Share
19Farther Finance Advisors, LLC17,886$605K0.01%Share
20Focus Financial Network, Inc.15,888$537K0.02%Share
21Joseph P. Lucia & Associates, LLC12,719$430K0.16%Share
22WEALTH ENHANCEMENT ADVISORY SERVICES, LLC11,604$394K0.00%Share
23Avidian Wealth Enterprises, LLC10,923$369K0.01%Share
24Elevation Wealth Management LLC10,770$364K0.35%Share
25Diversify Advisory Services, LLC10,455$356K0.01%Share
26SAGESPRING WEALTH PARTNERS, LLC9,920$335K0.01%Share
27Grantvest Financial Group LLC8,999$304K0.19%Share
28OLD MISSION CAPITAL LLC8,886$300K0.01%Share
29Patriot Financial Group Insurance Agency, LLC7,226$244K0.03%Share
30First Heartland Consultants, Inc.6,223$210K0.02%Share
31CREATIVE FINANCIAL DESIGNS INC /ADV5,536$187K0.01%Share
32BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,042$69K0.01%Share
33Lloyd Advisory Services, LLC.506$17K0.01%Share
34DHJJ Financial Advisors, Ltd.330$11K0.00%Share
35Elevation Wealth Management LLC50$1K0.00%Share
36Creative Planning6,193$00.00%Share
37CENTAURUS FINANCIAL, INC.22,879$00.00%Share
38OSAIC HOLDINGS, INC.3,000$00.00%Share
39MML INVESTORS SERVICES, LLC9,738$00.00%Share
40IFP Advisors, Inc13,138$00.00%Share
41JANE STREET GROUP, LLC6,342$00.00%Share
42ALLIANZ SE5,000$00.00%Share
43CITADEL ADVISORS LLC11,846$00.00%Share
44RAYMOND JAMES FINANCIAL INC366$00.00%Share
45JPMORGAN CHASE & CO6,976$00.00%Share

NVBW Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202542$63.5M+21
Q3 202521$18.8B-15
Q2 202536$42.8B+0
Q1 202536$38.9B+6
Q4 202430$2.7T+13
Q3 202417$3.8T-3
Q2 202420$6.0T+4
Q1 202416$3.8T—

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As of Q4 2025, 45 institutional investors hold NVBW (AllianzIM U.S. Equity Buffer20 Nov ETF). The largest holder is COMMONWEALTH EQUITY SERVICES, LLC with $8.0M in shares. This quarter, 14 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own NVBW?

As of Q4 2025, 45 institutional investors report holding NVBW (AllianzIM U.S. Equity Buffer20 Nov ETF) in their 13F filings.

Who is the largest institutional holder of NVBW?

The largest institutional holder of NVBW is COMMONWEALTH EQUITY SERVICES, LLC with $8.0M in shares.

Is institutional ownership of NVBW increasing or decreasing?

This quarter, 14 institutions opened new positions in NVBW and 2 closed their positions.