Who Owns AllianzIM U.S. Equity Buffer10 Mar ETF (MART)?Hedge Fund & Institutional Holders

$38.90+0.23 (+0.61%)Financial ServicesBATS

Institutional Holders

25

as of Q4 2025

Total Institutional Value

$3.0000002000000135e+66T

% of Float Held

—

QoQ Change in Holders

+9 / -1

Price History

$30.73$32.97$35.20$37.44$39.68Sep 24Jun 25Mar 26

MART — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COMMONWEALTH EQUITY SERVICES, LLCNew Position+63K+$2.0B
Nvest Financial, LLCIncreased+16K+$616.5M
ASSETMARK, INCNew Position+3K+$98.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+40K+$1.0M
CWM, LLCNew Position+6K+$234K
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCNew Position+4K+$147K
ALLIANZ SENew Position+5K+$0
AE Wealth Management LLCNew Position+300+$0
Kestra Advisory Services, LLCNew Position+4K+$0
RAYMOND JAMES FINANCIAL INCNew Position+8K+$0
SUSQUEHANNA INTERNATIONAL GROUP, LLPIncreased+14K+$-886.2M

MART — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Cetera Investment AdvisersDecreased-231-$1.4B
OSAIC HOLDINGS, INC.Decreased-26K-$1.1B
LPL Financial LLCDecreased-1K-$1.1B
HARBOUR INVESTMENTS, INC.Decreased-2K-$530.8M
OLD MISSION CAPITAL LLCDecreased-12K-$423.6M
CITADEL ADVISORS LLCClosed Position-7K-$254.2M
BARCLAYS PLCDecreased-118-$148.2M
UBS Group AGDecreased-761-$29.5M
Cambridge Investment Research Advisors, Inc.Decreased-8K-$761K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1OSAIC HOLDINGS, INC.86,139$3.0B4.38%Share
2COMMONWEALTH EQUITY SERVICES, LLC63,393$2.0B2.67%Share
3OLD MISSION CAPITAL LLC34,527$1.3B0.03%Share
4Nvest Financial, LLC30,575$1.2B0.49%Share
5ASSETMARK, INC2,550$98.0M0.20%Share
6Cambridge Investment Research Advisors, Inc.118,351$4.0M0.01%Share
7UBS Group AG74$2.0M0.00%Share
8LPL Financial LLC26,707$1.0M0.00%Share
9ENVESTNET ASSET MANAGEMENT INC39,685$1.0M0.00%Share
10Cetera Investment Advisers36,552$1.0M0.00%Share
11HARBOUR INVESTMENTS, INC.11,934$462K0.01%Share
12Cypress Wealth Services, LLC7,198$278K0.04%Share
13CWM, LLC6,030$234K0.00%Share
14BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC3,819$147K0.02%Share
15BARCLAYS PLC3,812$00.00%Share
16IFP Advisors, Inc50$00.00%Share
17ALLIANZ SE5,000$00.00%Share
18AE Wealth Management LLC289$00.00%Share
19AE Wealth Management LLC11$00.00%Share
20CENTAURUS FINANCIAL, INC.8,285$00.00%Share
21RAYMOND JAMES FINANCIAL INC622$00.00%Share
22RAYMOND JAMES FINANCIAL INC7,056$00.00%Share
23SUSQUEHANNA INTERNATIONAL GROUP, LLP14,042$00.00%Share
24SUSQUEHANNA INTERNATIONAL GROUP, LLP23,608$00.00%Share
25Kestra Advisory Services, LLC3,816$00.00%Share

MART Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202522$7.6B+8
Q3 202514$10.8B-7
Q2 202521$7.8B+6
Q1 202515$9.9B+1
Q4 202414$395.8B+2
Q3 202412$2.6T+1
Q2 202411$2.0T-1
Q1 202412$536.3T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 25 institutional investors hold MART (AllianzIM U.S. Equity Buffer10 Mar ETF). The largest holder is OSAIC HOLDINGS, INC. with $3.0B in shares. This quarter, 9 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own MART?

As of Q4 2025, 25 institutional investors report holding MART (AllianzIM U.S. Equity Buffer10 Mar ETF) in their 13F filings.

Who is the largest institutional holder of MART?

The largest institutional holder of MART is OSAIC HOLDINGS, INC. with $3.0B in shares.

Is institutional ownership of MART increasing or decreasing?

This quarter, 9 institutions opened new positions in MART and 1 closed their positions.