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

$32.31-0.08 (-0.25%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.3000130009000568e+138T

% of Float Held

—

QoQ Change in Holders

+15 / -3

Price History

$27.28$28.67$30.05$31.44$32.83Sep 24Jun 25Mar 26

AUGW — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COMMONWEALTH EQUITY SERVICES, LLCNew Position+425K+$13.0M
ACCESS FINANCIAL SERVICES, INC.New Position+174K+$5.7M
ALLIANZ INVESTMENT MANAGEMENT LLCNew Position+115K+$3.8M
AMERICAN ASSET MANAGEMENT INC.New Position+102K+$3.3M
Strategic Blueprint, LLCNew Position+80K+$2.6M
Spire Wealth ManagementNew Position+73K+$2.4M
PARK AVENUE SECURITIES LLCNew Position+68K+$2.2M
World Investment AdvisorsNew Position+50K+$1.6M
Castle Rock Wealth Management, LLCNew Position+41K+$1.3M
ENVESTNET ASSET MANAGEMENT INCNew Position+56K+$1.0M
Merit Financial Group, LLCNew Position+19K+$623K
Crown Wealth Group, LLCNew Position+18K+$595K
Joseph P. Lucia & Associates, LLCNew Position+16K+$531K
AE Wealth Management LLCNew Position+14K+$450K
Aegis Wealth Management, Inc.New Position+12K+$403K

AUGW — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
RAYMOND JAMES FINANCIAL INCDecreased-762-$26.5B
OSAIC HOLDINGS, INC.Decreased-16K-$10.8B
Elevated Capital Advisors, LLCDecreased-6K-$4.1B
LPL Financial LLCDecreased-2K-$4.0B
Cetera Investment AdvisersDecreased-8K-$3.8B
Advisory Alpha, LLCDecreased-2K-$3.5B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-27K-$1.4B
HARBOUR INVESTMENTS, INC.Decreased-8K-$1.4B
PFG AdvisorsDecreased-1K-$1.3B
Focus Financial Network, Inc.Decreased-12K-$1.2B
Westshore Wealth, LLCClosed Position-33K-$1.0B
CITADEL ADVISORS LLCClosed Position-18K-$566.5M
First Heartland Consultants, Inc.Decreased-580-$563.4M
JANE STREET GROUP, LLCClosed Position-6K-$207.3M
UBS Group AGDecreased-3K-$85.9M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1RAYMOND JAMES FINANCIAL INC713,953$23.0M0.01%Share
2COMMONWEALTH EQUITY SERVICES, LLC424,653$13.0M0.02%Share
3OSAIC HOLDINGS, INC.292,770$9.0M0.01%Share
4ACCESS FINANCIAL SERVICES, INC.174,351$5.7M2.07%Share
5Elevated Capital Advisors, LLC121,589$4.0M0.92%Share
6ALLIANZ INVESTMENT MANAGEMENT LLC115,287$3.8M2.35%Share
7Advisory Alpha, LLC108,101$3.5M0.10%Share
8AMERICAN ASSET MANAGEMENT INC.101,692$3.3M2.80%Share
9LPL Financial LLC121,712$3.0M0.00%Share
10Cetera Investment Advisers111,815$3.0M0.00%Share
11RAYMOND JAMES FINANCIAL INC115,803$3.0M0.00%Share
12Strategic Blueprint, LLC80,266$2.6M0.15%Share
13Spire Wealth Management73,220$2.4M0.08%Share
14PARK AVENUE SECURITIES LLC68,334$2.2M0.02%Share
15Kestra Advisory Services, LLC80,370$2.0M0.01%Share
16World Investment Advisors50,189$1.6M0.03%Share
17Castle Rock Wealth Management, LLC40,759$1.3M0.29%Share
18PFG Advisors38,476$1.3M0.06%Share
19HARBOUR INVESTMENTS, INC.35,168$1.1M0.02%Share
20ENVESTNET ASSET MANAGEMENT INC55,971$1.0M0.00%Share
21Focus Financial Network, Inc.26,715$869K0.03%Share
22OLD MISSION CAPITAL LLC25,738$837K0.02%Share
23Merit Financial Group, LLC19,158$623K0.00%Share
24Crown Wealth Group, LLC18,289$595K0.17%Share
25First Heartland Consultants, Inc.17,065$555K0.04%Share
26Joseph P. Lucia & Associates, LLC16,343$531K0.19%Share
27AE Wealth Management LLC12,623$410K0.00%Share
28Aegis Wealth Management, Inc.12,273$399K0.31%Share
29Diligent Investors, LLC8,455$275K0.07%Share
30Farther Finance Advisors, LLC7,615$247K0.00%Share
31RED CRANE WEALTH MANAGEMENT, LLC7,451$242K0.20%Share
32Allegheny Financial Group6,950$226K0.03%Share
33Grantvest Financial Group LLC6,768$220K0.14%Share
34Ausdal Financial Partners, Inc.6,742$219K0.01%Share
35Cypress Wealth Services, LLC6,372$207K0.03%Share
36Lloyd Advisory Services, LLC.4,711$153K0.06%Share
37CREATIVE FINANCIAL DESIGNS INC /ADV1,451$47K0.00%Share
38BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,000$32K0.00%Share
39AE Wealth Management LLC981$31K0.00%Share
40Ankerstar Wealth, LLC508$16K0.02%Share
41AE Wealth Management LLC307$9K0.00%Share
42UBS Group AG173$5K0.00%Share
43Aegis Wealth Management, Inc.134$4K0.00%Share
44Cambridge Investment Research Advisors, Inc.30,118$00.00%Share
45IFP Advisors, Inc200$00.00%Share
46OSAIC HOLDINGS, INC.3,211$00.00%Share
47ALLIANZ SE5,000$00.00%Share
48OSAIC HOLDINGS, INC.28,898$00.00%Share
49SUSQUEHANNA INTERNATIONAL GROUP, LLP17,377$00.00%Share
50CENTAURUS FINANCIAL, INC.10,629$00.00%Share

AUGW Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202548$96.5M+19
Q3 202529$64.8B-13
Q2 202542$58.8B+2
Q1 202540$71.5B+2
Q4 202438$20.5T+5
Q3 202433$27.6T+7
Q2 202426$25.0T-1
Q1 202427$69.0T—

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As of Q4 2025, 50 institutional investors hold AUGW (AllianzIM U.S. Equity Buffer20 Aug ETF). The largest holder is RAYMOND JAMES FINANCIAL INC with $23.0M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own AUGW?

As of Q4 2025, 50 institutional investors report holding AUGW (AllianzIM U.S. Equity Buffer20 Aug ETF) in their 13F filings.

Who is the largest institutional holder of AUGW?

The largest institutional holder of AUGW is RAYMOND JAMES FINANCIAL INC with $23.0M in shares.

Is institutional ownership of AUGW increasing or decreasing?

This quarter, 15 institutions opened new positions in AUGW and 3 closed their positions.