AllianzIM U.S. Large Cap Buffer20 May

MAYW • ARCA

AllianzIM U.S. Large Cap Buffer20 May is a publicly traded company on ARCA. As of Q3 2025, 31 institutional investors hold shares in this company, with total holdings valued at $31.9M. Advisor Group Holdings, Inc. is the largest holder with a position valued at $5.3M.

Overview

Overview of institutional ownership in MAYW as of Q3 2025

All Institutions

Institutions: 31
Value Held: $31.9M
Shares Held: 967.5K
Avg Position: $1.0M
Median Position: $491.8K

Hedge Funds

Hedge Funds: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Biggest Investors

Institutions with the largest positions in MAYW as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
A Advisor Group Holdings, Inc. Institution	-	$5.3M 0.01% of portfolio	0.00% 160.6K shares	Q2 2023 Held for 2y 5m	$71.0B
American Asset Management Inc. RIA/Wealth	Julian Rubinstein CCO	$5.0M 4.48% of portfolio	0.00% 151.5K shares	Q2 2024 Held for 1y 5m	$111.4M
L LPL Financial LLC Institution	-	$4.6M 0.00% of portfolio	0.00% 140.9K shares	Q4 2024 Held for 11 months	$340.07B
Kestra Advisory Services, LLC RIA/Wealth	John Vincent Amore President	$3.5M 0.02% of portfolio	0.00% 105.3K shares	Q2 2023 Held for 2y 5m	$21.7B
Cetera Investment Advisers RIA/Wealth	Joseph Daniel Neary CEO	$1.6M 0.00% of portfolio	0.00% 48.3K shares	Q2 2023 Held for 2y 5m	$85.4B
Spire Wealth Management RIA/Wealth	Andrew Jackson Armstrong Managing Partner	$1.4M 0.05% of portfolio	0.00% 41.3K shares	Q4 2024 Held for 11 months	$2.9B
B BCGM Wealth Management, LLC Institution	-	$1.3M 0.33% of portfolio	0.00% 38.0K shares	Q4 2023 Held for 1y 11m	$380.3M
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$1.2M 0.00% of portfolio	0.00% 36.4K shares	Q4 2024 Held for 11 months	$310.43B
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	-	$1.2M 0.00% of portfolio	0.00% 36.0K shares	Q2 2023 Held for 2y 5m	$67.9B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$896.8K 0.00% of portfolio	0.00% 27.2K shares	Q2 2023 Held for 2y 5m	$341.99B

Net Capital Flow

Institutional buying and selling activity for MAYW in Q3 2025

Traded: +$4.7M
Buyers: 9
Sellers: 12
Total Bought: +$5.7M
Total Sold: −$1.0M
Avg Position: $995.5K

Biggest Buyers

Institution	Net Bought	Current Position
L LPL Financial LLC Institution	+$3.7M +112.7K shares	$4.6M 140.9K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	+$502.0K +15.2K shares	$1.2M 36.0K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	+$500.1K +5.9K shares	$500.1K 15.2K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$415.7K +12.6K shares	$896.8K 27.2K shares
O OLD MISSION CAPITAL LLC Institution	+$285.9K +8.7K shares	$532.2K 16.2K shares
Cetera Investment Advisers RIA/Wealth	+$262.6K +8.0K shares	$1.6M 48.3K shares
UBS Group AG Institution	+$41.2K +1.3K shares	$41.2K 1.3K shares
BARCLAYS PLC Institution	+$1.3K +40.0 shares	$1.3K 40.0 shares
AE Wealth Management LLC RIA/Wealth	+$692.0 +-348.0 shares	$692.0 21.0 shares

Biggest Sellers

Institution	Net Sold	Current Position
Ballast, Inc. RIA/Wealth	−$299.3K −9.3K shares	Sold Off 0 shares
Kestra Advisory Services, LLC RIA/Wealth	−$241.0K −7.3K shares	$3.5M 105.3K shares
Spire Wealth Management RIA/Wealth	−$241.0K −7.3K shares	$1.4M 41.3K shares
A Advisor Group Holdings, Inc. Institution	−$95.6K −2.9K shares	$5.3M 160.6K shares
American Asset Management Inc. RIA/Wealth	−$53.0K −1.6K shares	$5.0M 151.5K shares
Farther Finance Advisors, LLC RIA/Wealth	−$30.5K −927.0 shares	$333.6K 10.1K shares
NWF Advisory Services Inc. RIA/Wealth	−$16.5K −500.0 shares	$411.9K 12.5K shares
Moors & Cabot, Inc. RIA/Wealth	−$13.2K −400.0 shares	$403.7K 12.3K shares
HARBOUR INVESTMENTS, INC. RIA/Wealth	−$12.7K −386.0 shares	$590.6K 17.9K shares
Consolidated Portfolio Review Corp RIA/Wealth	−$10.2K −309.0 shares	$271.8K 8.2K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited MAYW in Q3 2025

New Positions: 1
New Value: $500.1K
Exited Positions: 1
Exited Value: $299.3K

New Positions

Institution	Position Value
MML INVESTORS SERVICES, LLC RIA/Wealth	$500.1K 15.2K shares

Exited Positions

Institution	Previous Position
Ballast, Inc. RIA/Wealth	$299.3K 9.3K shares

Options Activity

Institutions with the largest Call and Put options positions in MAYW 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 MAYW as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
American Asset Management Inc. RIA/Wealth	Julian Rubinstein CCO	4.48% $5.0M	0.00% 151.5K shares	Q2 2024 Held for 1y 5m	$111.4M
JIM SAULNIER & ASSOCIATES, LLC RIA/Wealth	James Henry Saulnier Managing Partner	0.34% $523.6K	0.00% 15.9K shares	Q3 2024 Held for 1y 2m	$153.5M
B BCGM Wealth Management, LLC Institution	-	0.33% $1.3M	0.00% 38.0K shares	Q4 2023 Held for 1y 11m	$380.3M
J Joseph P. Lucia & Associates, LLC RIA/Wealth	Joseph Paul Lucia Managing Partner	0.11% $297.9K	0.00% 9.0K shares	Q2 2024 Held for 1y 5m	$264.0M
Castle Rock Wealth Management, LLC RIA/Wealth	James Blair Luippold Managing Partner	0.11% $491.8K	0.00% 14.9K shares	Q1 2024 Held for 1y 8m	$451.2M
Cypress Wealth Services, LLC RIA/Wealth	Timothy Louis Dillow CCO	0.10% $603.5K	0.00% 18.3K shares	Q2 2025 Held for 5 months	$592.9M
Financial Network Wealth Advisors LLC RIA/Wealth	Michael Earl Bell Managing Partner	0.10% $89.6K	0.00% 2.7K shares	Q2 2024 Held for 1y 5m	$91.3M
Spire Wealth Management RIA/Wealth	Andrew Jackson Armstrong Managing Partner	0.05% $1.4M	0.00% 41.3K shares	Q4 2024 Held for 11 months	$2.9B
NWF Advisory Services Inc. RIA/Wealth	Shehab Farouk Mohammad President	0.05% $411.9K	0.00% 12.5K shares	Q2 2023 Held for 2y 5m	$909.7M
Consolidated Portfolio Review Corp RIA/Wealth	Stephen Alfred Distante CEO	0.03% $271.8K	0.00% 8.2K shares	Q2 2025 Held for 5 months	$793.2M