A
AllianzIM U.S. Large Cap Buffer10 Nov
NVBT • ARCA
AllianzIM U.S. Large Cap Buffer10 Nov is a publicly traded company on ARCA. As of Q3 2025, 17 institutional investors hold shares in this company, with total holdings valued at $11.3M. Kestra Advisory Services, LLC is the largest holder with a position valued at $1.8M.
Overview
Overview of institutional ownership in NVBT as of Q3 2025
All Institutions
- Institutions
- 17
- Value Held
- $11.3M
- Shares Held
- 312.8K
- Avg Position
- $662.9K
- Median Position
- $520.3K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in NVBT as of Q3 2025
| Institution | Position Value |
|---|---|
 Kestra Advisory Services, LLC RIA/Wealth | $1.8M 0.01% of portfolio |
A Advisor Group Holdings, Inc. Institution | $1.8M 0.00% of portfolio |
O OLD MISSION CAPITAL LLC Institution | $1.7M 0.07% of portfolio |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $1.1M 0.00% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $994.1K 0.00% of portfolio |
L LPL Financial LLC Institution | $737.1K 0.00% of portfolio |
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | $711.3K 0.01% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $700.9K 0.00% of portfolio |
 Grantvest Financial Group LLC RIA/Wealth | $520.3K 0.38% of portfolio |
 JIM SAULNIER & ASSOCIATES, LLC RIA/Wealth | $388.1K 0.25% of portfolio |
Net Capital Flow
Institutional buying and selling activity for NVBT in Q3 2025
- Traded
- +$3.0M
- Buyers
- 7
- Sellers
- 10
- Total Bought
- +$4.4M
- Total Sold
- −$1.3M
- Avg Position
- $536.7K
Biggest Buyers
| Institution | Net Bought |
|---|---|
Kestra Advisory Services, LLC RIA/Wealth | +$1.8M +-628.9K shares |
O OLD MISSION CAPITAL LLC Institution | +$1.2M +34.0K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$583.0K +16.1K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$199.8K +5.5K shares |
L LPL Financial LLC Institution | +$193.0K +5.3K shares |
Cetera Investment Advisers RIA/Wealth | +$192.7K +5.3K shares |
 BARCLAYS PLC Institution | +$174.5K +-686.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Consolidated Portfolio Review Corp RIA/Wealth | −$483.4K −14.1K shares |
 Mid-American Wealth Advisory Group, Inc. RIA/Wealth | −$309.2K −9.0K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$275.2K −8.0K shares |
 HARBOUR INVESTMENTS, INC. RIA/Wealth | −$86.7K −2.4K shares |
A Advisor Group Holdings, Inc. Institution | −$78.9K −2.2K shares |
 UBS Group AG Institution | −$71.6K −2.0K shares |
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | −$15.9K −441.0 shares |
 AE Wealth Management LLC RIA/Wealth | −$10.8K −315.0 shares |
Grantvest Financial Group LLC RIA/Wealth | −$10.3K −285.0 shares |
 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC RIA/Wealth | −$7.7K −213.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited NVBT in Q3 2025
- New Positions
- 1
- New Value
- $174.5K
- Exited Positions
- 4
- Exited Value
- $1.1M
New Positions
| Institution | Position Value |
|---|---|
BARCLAYS PLC Institution | $174.5K 4.8K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Consolidated Portfolio Review Corp RIA/Wealth | $483.4K 14.1K shares |
Mid-American Wealth Advisory Group, Inc. RIA/Wealth | $309.2K 9.0K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $275.2K 8.0K shares |
AE Wealth Management LLC RIA/Wealth | $10.8K 315.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in NVBT 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 NVBT as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Grantvest Financial Group LLC RIA/Wealth | 0.38% $520.3K |
JIM SAULNIER & ASSOCIATES, LLC RIA/Wealth | 0.25% $388.1K |
O OLD MISSION CAPITAL LLC Institution | 0.07% $1.7M |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC RIA/Wealth | 0.03% $170.6K |
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | 0.01% $711.3K |
Kestra Advisory Services, LLC RIA/Wealth | 0.01% $1.8M |
A Allianz Investment Management U.S. LLC Institution | 0.01% $180.7K |
HARBOUR INVESTMENTS, INC. RIA/Wealth | 0.00% $148.6K |
A Advisor Group Holdings, Inc. Institution | 0.00% $1.8M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | 0.00% $1.1M |