Who Owns AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW)?Hedge Fund & Institutional Holders

$38.66-0.11 (-0.28%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$9.100086711450002e+186T

% of Float Held

—

QoQ Change in Holders

+15 / -4

Price History

$33.24$34.78$36.31$37.85$39.39Sep 24Jun 25Mar 26

OCTW — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
AE Wealth Management LLCNew Position+2.2M+$86.8M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+1.2M+$45.0M
Lloyd Advisory Services, LLC.New Position+507K+$19.8M
ACCESS FINANCIAL SERVICES, INC.New Position+364K+$14.2M
Mid-American Wealth Advisory Group, Inc.New Position+216K+$8.4M
Outlook Wealth Advisors, LLCNew Position+215K+$8.4M
ENVESTNET ASSET MANAGEMENT INCNew Position+191K+$7.0M
FSR Wealth Management Ltd.New Position+145K+$5.6M
HOWARD BAILEY SECURITIES, LLCNew Position+125K+$4.9M
B.O.S.S. Retirement Advisors, LLCNew Position+116K+$4.5M
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCNew Position+94K+$3.7M
ALLIANZ INVESTMENT MANAGEMENT LLCNew Position+94K+$3.7M
World Investment AdvisorsNew Position+84K+$3.3M
Spire Wealth ManagementNew Position+84K+$3.3M
Elevation Wealth Management LLCNew Position+76K+$2.9M

OCTW — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Gradient Investments LLCClosed Position-38K-$1.5B
SECURED RETIREMENT ADVISORS, LLCDecreased-4K-$1.2B
Signal Advisors Wealth, LLCDecreased-7K-$548.2M
Brookstone Capital ManagementClosed Position-6K-$229.3M
MORGAN STANLEYClosed Position-40-$1.5M
HRT FINANCIAL LPClosed Position-9K-$345K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LPL Financial LLC2,340,821$91.0M0.02%Share
2AE Wealth Management LLC2,223,362$86.7M0.50%Share
3COMMONWEALTH EQUITY SERVICES, LLC1,165,773$45.0M0.06%Share
4Lloyd Advisory Services, LLC.507,409$19.8M7.68%Share
5ACCESS FINANCIAL SERVICES, INC.364,400$14.2M5.17%Share
6RAYMOND JAMES FINANCIAL INC257,596$10.0M0.00%Share
7Mid-American Wealth Advisory Group, Inc.216,453$8.4M3.57%Share
8Outlook Wealth Advisors, LLC214,983$8.4M1.90%Share
9Kestra Advisory Services, LLC230,751$8.0M0.03%Share
10OSAIC HOLDINGS, INC.209,971$8.0M0.01%Share
11CENTAURUS FINANCIAL, INC.219,973$8.0M0.37%Share
12ENVESTNET ASSET MANAGEMENT INC190,862$7.0M0.00%Share
13Cetera Investment Advisers196,666$7.0M0.01%Share
14RAYMOND JAMES FINANCIAL INC181,224$7.0M0.00%Share
15FSR Wealth Management Ltd.144,678$5.6M6.63%Share
16HOWARD BAILEY SECURITIES, LLC124,715$4.9M1.92%Share
17B.O.S.S. Retirement Advisors, LLC115,510$4.5M1.42%Share
18BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC94,267$3.7M0.54%Share
19ALLIANZ INVESTMENT MANAGEMENT LLC94,238$3.7M2.30%Share
20World Investment Advisors83,934$3.3M0.06%Share
21Spire Wealth Management83,816$3.3M0.11%Share
22MML INVESTORS SERVICES, LLC88,056$3.0M0.01%Share
23Elevation Wealth Management LLC75,595$2.9M2.83%Share
24Compass Advisory Group LLC67,748$2.6M0.71%Share
25Networth Advisors, LLC63,765$2.5M1.83%Share
26Advyzon Investment Management, LLC63,481$2.5M0.29%Share
27Long Island Wealth Management, Inc.60,525$2.4M1.12%Share
28LifeWealth Investments, LLC60,254$2.3M0.74%Share
29PFG Advisors54,195$2.1M0.10%Share
30Guardian Capital, LLC54,001$2.1M1.89%Share
31Csenge Advisory Group52,862$2.1M0.09%Share
32Great Lakes Retirement, Inc.66,757$2.0M0.21%Share
33HARBOUR INVESTMENTS, INC.48,384$1.9M0.04%Share
34Centennial Advisors, LLC47,640$1.9M2.41%Share
35SMART Wealth LLC42,242$1.6M0.50%Share
36FSA Advisors, Inc.39,976$1.6M1.08%Share
37Modern Wealth Management, LLC34,801$1.4M0.02%Share
38SECURED RETIREMENT ADVISORS, LLC27,072$1.1M0.59%Share
39SUSQUEHANNA INTERNATIONAL GROUP, LLP30,928$1.0M0.00%Share
40Cambridge Investment Research Advisors, Inc.48,977$1.0M0.00%Share
41Kingdom Financial Group LLC.24,603$959K0.30%Share
42BIP Wealth, LLC23,763$926K0.03%Share
43Blackston Financial Advisory Group, LLC21,047$820K0.50%Share
44Farther Finance Advisors, LLC21,006$819K0.01%Share
45Strategic Blueprint, LLC20,977$818K0.05%Share
46Authentikos Wealth Advisory, LLC20,828$812K0.54%Share
47Castle Rock Wealth Management, LLC19,771$773K0.17%Share
48Diversify Advisory Services, LLC17,911$703K0.02%Share
49NATIONS FINANCIAL GROUP INC, /IA/ /ADV16,704$651K0.03%Share
50Focus Financial Network, Inc.15,579$607K0.02%Share

OCTW Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202591$410.9M+58
Q3 202533$119.9B-44
Q2 202577$224.2B-9
Q1 202586$288.0B+16
Q4 202470$108.5T+35
Q3 202435$17.7T+1
Q2 202434$18.0T+5
Q1 202429$16.9T—

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As of Q4 2025, 50 institutional investors hold OCTW (AllianzIM U.S. Equity Buffer20 Oct ETF). The largest holder is LPL Financial LLC with $91.0M in shares. This quarter, 15 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own OCTW?

As of Q4 2025, 50 institutional investors report holding OCTW (AllianzIM U.S. Equity Buffer20 Oct ETF) in their 13F filings.

Who is the largest institutional holder of OCTW?

The largest institutional holder of OCTW is LPL Financial LLC with $91.0M in shares.

Is institutional ownership of OCTW increasing or decreasing?

This quarter, 15 institutions opened new positions in OCTW and 4 closed their positions.