Who Owns OCTW?
AllianzIM U.S. Equity Buffer20 Oct ETF — Institutional Ownership & 13F Holdings
$40.03
-0.03 (-0.06%)
Market Cap
$179.0M
Shares Outstanding
4,583,071
Institutional Holders
86
Total Inst. Value
$278.2M
% of Float Held
—
QoQ Holder Change
+57
Institutional data as of Q1 2025
New Positions
25
Closed Positions
9
Increased
14
Decreased
30
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Gradient Investments LLC | $88.6M | 2,521,655 |
| 2 | AE Wealth Management LLC | $59.1M | 1,683,618 |
| 3 | CENTAURUS FINANCIAL, INC. | $15.4M | 438,748 |
| 4 | RAYMOND JAMES FINANCIAL INC | $11.9M | 339,046 |
| 5 | Cetera Investment Advisers | $11.7M | 331,779 |
| 6 | Lloyd Advisory Services, LLC.New | $10.5M | 299,217 |
| 7 | JANE STREET GROUP, LLC | $10.0M | 285,034 |
| 8 | OSAIC HOLDINGS, INC. | $8.2M | 234,182 |
| 9 | B.O.S.S. Retirement Advisors, LLCNew | $5.5M | 157,726 |
| 10 | FSR Wealth Management Ltd.New | $4.7M | 134,945 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| AE Wealth Management LLC | +21K | $59.1M |
| CENTAURUS FINANCIAL, INC. | +247K | $15.4M |
| RAYMOND JAMES FINANCIAL INC | +24K | $11.9M |
| Lloyd Advisory Services, LLC.New | +299K | $10.5M |
| JANE STREET GROUP, LLC | +266K | $10.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Gradient Investments LLC | -227K | $88.6M |
| Atria Wealth Solutions, Inc. | -42K | $3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -38K | $611K |
| COMMONWEALTH EQUITY SERVICES, LLC | -30K | $43K |
| Kestra Advisory Services, LLC | -27K | $8K |
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Frequently Asked Questions
How many institutional investors hold OCTW?
As of Q1 2025, 86 institutional investors report holding OCTW (AllianzIM U.S. Equity Buffer20 Oct ETF) in their 13F filings.
Which hedge fund owns the most OCTW?
The largest institutional holder of OCTW is Gradient Investments LLC with $88.6M in shares.
Are institutions buying or selling OCTW?
This quarter, 25 institutions opened new positions in OCTW and 9 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.