Who Owns NVBT?
AllianzIM U.S. Equity Buffer10 Nov ETF — Institutional Ownership & 13F Holdings
$38.22
+0.20 (+0.53%)
Market Cap
$21.0M
Shares Outstanding
571,032
Institutional Holders
24
Total Inst. Value
$8.7M
% of Float Held
—
QoQ Holder Change
+16
Institutional data as of Q1 2025
New Positions
6
Closed Positions
2
Increased
5
Decreased
7
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | OSAIC HOLDINGS, INC. | $2.7M | 85,325 |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 33,200 |
| 3 | KESTRA PRIVATE WEALTH SERVICES, LLC | $714K | 22,407 |
| 4 | RAYMOND JAMES FINANCIAL INC | $703K | 22,037 |
| 5 | Cetera Investment Advisers | $529K | 16,609 |
| 6 | Grantvest Financial Group LLC | $468K | 14,682 |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $461K | 14,467 |
| 8 | JIM SAULNIER & ASSOCIATES, LLCNew | $342K | 10,739 |
| 9 | Mid-American Wealth Advisory Group, Inc.New | $278K | 8,710 |
| 10 | HARBOUR INVESTMENTS, INC. | $246K | 7,710 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | +55K | $2.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +11K | $1.1M |
| Cetera Investment Advisers | +2K | $529K |
| JIM SAULNIER & ASSOCIATES, LLCNew | +11K | $342K |
| Mid-American Wealth Advisory Group, Inc.New | +9K | $278K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | -8K | $1K |
| HARBOUR INVESTMENTS, INC. | -4K | $246K |
| Atria Wealth Solutions, Inc. | -3K | $1K |
| OLD MISSION CAPITAL LLC | -2K | $218K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | -1K | $714K |
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Frequently Asked Questions
How many institutional investors hold NVBT?
As of Q1 2025, 24 institutional investors report holding NVBT (AllianzIM U.S. Equity Buffer10 Nov ETF) in their 13F filings.
Which hedge fund owns the most NVBT?
The largest institutional holder of NVBT is OSAIC HOLDINGS, INC. with $2.7M in shares.
Are institutions buying or selling NVBT?
This quarter, 6 institutions opened new positions in NVBT 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.