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MART — ALLIANZIM US EQUITY BUFFER10 M

Reported value held$264.09K
Funds holding (latest)3
Sector—
Funds holding (Q2 2026)1
Institutional value$7.05K · 169 sh
New / Add / Cut / Exit1 / 0 / 0 / 0
Top-5 / Top-10 concentration100.0% / 100.0%

As of Q2 2026, 1 SEC-registered investment managers reported holding MART (ALLIANZIM US EQUITY BUFFER10 M) in their latest 13F filings, with a combined reported value of $7.05K across 169 shares. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 opened new positions. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 1 funds

FundSharesValuePortfolio WeightChange
JPMorgan Chase & Co history 169 $7.05K 0.00% New

Q4 2025 — 1 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 74 $2.87K 0.00% Reduce

Q3 2025 — 2 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 6.74K $254.16K 0.00% New
UBS Group AG history 835 $31.48K 0.00% Add

Q2 2025 — 1 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 301 $10.81K 0.00% New

Q4 2024 — 1 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 496 $16.71K 0.00% Add

Q3 2024 — 1 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 461 $15.17K 0.00% New

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 3 funds)

FundQ2 2026Q4 2025Q3 2025Q2 2025Q4 2024Q3 2024Q2 2023Q1 2023
JPMorgan Chase & Co 169 — — — — — — —
Citadel Advisors — — 6.74K — — — 15.84K 15.84K
UBS Group AG — 74 835 301 496 461 — —

Download holders (CSV)