Who Owns DECW?
AllianzIM U.S. Equity Buffer20 Dec ETF — Institutional Ownership & 13F Holdings
$34.85
+0.02 (+0.07%)
Market Cap
$397.8M
Shares Outstanding
11,711,551
Institutional Holders
75
Total Inst. Value
$238.0M
% of Float Held
—
QoQ Holder Change
+49
Institutional data as of Q1 2025
New Positions
29
Closed Positions
6
Increased
20
Decreased
14
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | AE Wealth Management LLC | $104.5M | 3,490,040 |
| 2 | ACCESS FINANCIAL SERVICES, INC.New | $22.7M | 758,212 |
| 3 | Lloyd Advisory Services, LLC.New | $17.2M | 573,722 |
| 4 | OSAIC HOLDINGS, INC. | $13.8M | 461,261 |
| 5 | FSR Wealth Management Ltd.New | $8.7M | 292,013 |
| 6 | Outlook Wealth Advisors, LLCNew | $7.3M | 244,709 |
| 7 | B.O.S.S. Retirement Advisors, LLCNew | $7.3M | 242,967 |
| 8 | RAYMOND JAMES FINANCIAL INC | $7.2M | 239,909 |
| 9 | AMERICAN ASSET MANAGEMENT INC.New | $5.6M | 185,757 |
| 10 | HOWARD BAILEY SECURITIES, LLCNew | $3.6M | 118,899 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| AE Wealth Management LLC | +79K | $104.5M |
| ACCESS FINANCIAL SERVICES, INC.New | +758K | $22.7M |
| Lloyd Advisory Services, LLC.New | +574K | $17.2M |
| OSAIC HOLDINGS, INC. | +328K | $13.8M |
| FSR Wealth Management Ltd.New | +292K | $8.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Envestnet Portfolio Solutions, Inc. | -20K | $581 |
| Atria Wealth Solutions, Inc. | -19K | $2K |
| Spire Wealth Management | -6K | $2.5M |
| Great Lakes Retirement, Inc. | -5K | $3.0M |
| Capital A Wealth Management, LLC | -3K | $52K |
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Frequently Asked Questions
How many institutional investors hold DECW?
As of Q1 2025, 75 institutional investors report holding DECW (AllianzIM U.S. Equity Buffer20 Dec ETF) in their 13F filings.
Which hedge fund owns the most DECW?
The largest institutional holder of DECW is AE Wealth Management LLC with $104.5M in shares.
Are institutions buying or selling DECW?
This quarter, 29 institutions opened new positions in DECW and 6 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.