Who Owns OCTT?
AllianzIM U.S. Equity Buffer10 Oct ETF — Institutional Ownership & 13F Holdings
$45.11
+0.23 (+0.50%)
Market Cap
$47.6M
Shares Outstanding
1,095,747
Institutional Holders
43
Total Inst. Value
$100.5M
% of Float Held
—
QoQ Holder Change
+22
Institutional data as of Q1 2025
New Positions
11
Closed Positions
6
Increased
6
Decreased
16
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | AE Wealth Management LLC | $63.8M | 1,712,942 |
| 2 | OSAIC HOLDINGS, INC. | $5.6M | 149,867 |
| 3 | Rothschild Wealth LLC | $5.0M | 134,697 |
| 4 | FSR Wealth Management Ltd.New | $4.4M | 119,420 |
| 5 | SMART Wealth LLCNew | $4.3M | 115,598 |
| 6 | FWG Investments, LLC.New | $3.4M | 90,085 |
| 7 | Cetera Investment Advisers | $2.4M | 63,166 |
| 8 | CENTAURUS FINANCIAL, INC. | $1.1M | 30,339 |
| 9 | Quest 10 Wealth Builders, Inc. | $1.0M | 27,559 |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.0M | 27,355 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | +71K | $5.6M |
| Rothschild Wealth LLC | +17K | $5.0M |
| FSR Wealth Management Ltd.New | +119K | $4.4M |
| SMART Wealth LLCNew | +116K | $4.3M |
| FWG Investments, LLC.New | +90K | $3.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| JANE STREET GROUP, LLC | -21K | $206K |
| AE Wealth Management LLC | -9K | $63.8M |
| COMMONWEALTH EQUITY SERVICES, LLC | -8K | $8K |
| Spire Wealth Management | -7K | $463K |
| ENVESTNET ASSET MANAGEMENT INC | -6K | $382K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold OCTT?
As of Q1 2025, 43 institutional investors report holding OCTT (AllianzIM U.S. Equity Buffer10 Oct ETF) in their 13F filings.
Which hedge fund owns the most OCTT?
The largest institutional holder of OCTT is AE Wealth Management LLC with $63.8M in shares.
Are institutions buying or selling OCTT?
This quarter, 11 institutions opened new positions in OCTT 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.