A
AllianzIM U.S. Large Cap Buffer20
DECW • ARCA
AllianzIM U.S. Large Cap Buffer20 is a publicly traded company on ARCA. As of Q3 2025, 64 institutional investors hold shares in this company, with total holdings valued at $225.2M. AE Wealth Management LLC is the largest holder with a position valued at $104.7M.
Overview
Overview of institutional ownership in DECW as of Q3 2025
All Institutions
- Institutions
- 64
- Value Held
- $225.2M
- Shares Held
- 6.8M
- Avg Position
- $3.5M
- Median Position
- $535.6K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in DECW as of Q3 2025
| Institution | Position Value |
|---|---|
 AE Wealth Management LLC RIA/Wealth | $104.7M 0.69% of portfolio |
 Lloyd Advisory Services, LLC. RIA/Wealth | $17.2M 8.72% of portfolio |
A Advisor Group Holdings, Inc. Institution | $10.5M 0.01% of portfolio |
F FSR Wealth Management Ltd. Institution | $10.1M 14.48% of portfolio |
 Outlook Wealth Advisors, LLC RIA/Wealth | $7.9M 2.01% of portfolio |
 Authentikos Wealth Advisory, LLC RIA/Wealth | $7.2M 5.30% of portfolio |
 ACCESS FINANCIAL SERVICES, INC. RIA/Wealth | $7.2M 2.62% of portfolio |
B B.O.S.S. Retirement Advisors, LLC RIA/Wealth | $7.2M 1.78% of portfolio |
 American Asset Management Inc. RIA/Wealth | $5.6M 5.04% of portfolio |
L LPL Financial LLC Institution | $4.0M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for DECW in Q3 2025
- Traded
- −$37.8M
- Buyers
- 24
- Sellers
- 35
- Total Bought
- +$7.7M
- Total Sold
- −$45.4M
- Avg Position
- $3.0M
Biggest Buyers
| Institution | Net Bought |
|---|---|
L LPL Financial LLC Institution | +$3.1M +93.6K shares |
O OLD MISSION CAPITAL LLC Institution | +$791.4K +24.0K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$760.3K +23.0K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$518.9K +15.7K shares |
F FSR Wealth Management Ltd. Institution | +$485.3K +14.7K shares |
 Cetera Investment Advisers RIA/Wealth | +$405.3K +12.3K shares |
 Mid-American Wealth Advisory Group, Inc. RIA/Wealth | +$356.5K +10.8K shares |
 Creative Planning RIA/Wealth | +$281.5K +8.5K shares |
 Family Wealth Group, LLC RIA/Wealth | +$223.5K +6.8K shares |
 Golden Reserve Retirement LLC RIA/Wealth | +$210.2K +6.4K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
ACCESS FINANCIAL SERVICES, INC. RIA/Wealth | −$14.2M −430.3K shares |
AE Wealth Management LLC RIA/Wealth | −$12.2M −370.3K shares |
A Advisor Group Holdings, Inc. Institution | −$4.3M −131.1K shares |
 TOUNJIAN ADVISORY PARTNERS, LLC Family Office | −$2.4M −79.1K shares |
 SMART Wealth LLC RIA/Wealth | −$1.7M −54.4K shares |
 Csenge Advisory Group RIA/Wealth | −$1.5M −44.8K shares |
 HARBOUR INVESTMENTS, INC. RIA/Wealth | −$1.3M −40.1K shares |
Lloyd Advisory Services, LLC. RIA/Wealth | −$1.0M −31.0K shares |
B B.O.S.S. Retirement Advisors, LLC RIA/Wealth | −$808.1K −24.5K shares |
 HBW Advisory Services LLC RIA/Wealth | −$728.3K −23.1K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited DECW in Q3 2025
- New Positions
- 7
- New Value
- $671.1K
- Exited Positions
- 10
- Exited Value
- $6.8M
New Positions
| Institution | Position Value |
|---|---|
Family Wealth Group, LLC RIA/Wealth | $223.5K 6.8K shares |
Golden Reserve Retirement LLC RIA/Wealth | $210.2K 6.4K shares |
 BARCLAYS PLC Institution | $97.6K 3.0K shares |
 GeoWealth Management, LLC RIA/Wealth | $70.3K 2.1K shares |
 Geneos Wealth Management Inc. RIA/Wealth | $26.9K 814.0 shares |
 NBC SECURITIES, INC. RIA/Wealth | $26.4K 800.0 shares |
 Union Bankshares Corp Institution | $16.2K 490.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
TOUNJIAN ADVISORY PARTNERS, LLC Family Office | $2.4M 79.1K shares |
SMART Wealth LLC RIA/Wealth | $1.7M 54.4K shares |
HBW Advisory Services LLC RIA/Wealth | $728.3K 23.1K shares |
 Park Square Financial Group, LLC RIA/Wealth | $560.9K 17.8K shares |
 Envestnet Portfolio Solutions, Inc. Long Only Manager | $556.1K 17.6K shares |
 AssuredPartners Investment Advisors, LLC RIA/Wealth | $339.3K 10.7K shares |
 Ballast, Inc. RIA/Wealth | $293.4K 9.3K shares |
 Transce3nd, LLC RIA/Wealth | $158.7K 5.0K shares |
 UBS Group AG Institution | $50.2K 1.6K shares |
 Global Retirement Partners, LLC RIA/Wealth | $6.1K 192.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in DECW as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with DECW as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
F FSR Wealth Management Ltd. Institution | 14.48% $10.1M |
Lloyd Advisory Services, LLC. RIA/Wealth | 8.72% $17.2M |
Authentikos Wealth Advisory, LLC RIA/Wealth | 5.30% $7.2M |
American Asset Management Inc. RIA/Wealth | 5.04% $5.6M |
ACCESS FINANCIAL SERVICES, INC. RIA/Wealth | 2.62% $7.2M |
Outlook Wealth Advisors, LLC RIA/Wealth | 2.01% $7.9M |
F FSA Advisors, Inc. Institution | 1.79% $2.1M |
B B.O.S.S. Retirement Advisors, LLC RIA/Wealth | 1.78% $7.2M |
 HOWARD BAILEY SECURITIES, LLC RIA/Wealth | 1.52% $3.7M |
L LifeWealth Investments, LLC Institution | 0.81% $2.7M |