Who Owns SEPW?
AllianzIM U.S. Equity Buffer20 Sep ETF — Institutional Ownership & 13F Holdings
$32.70
-0.05 (-0.15%)
Market Cap
$282.9M
Shares Outstanding
8,557,620
Institutional Holders
37
Total Inst. Value
$38.6M
% of Float Held
—
QoQ Holder Change
+20
Institutional data as of Q1 2025
New Positions
9
Closed Positions
6
Increased
5
Decreased
15
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Authentikos Wealth Advisory, LLCNew | $6.6M | 232,863 |
| 2 | OSAIC HOLDINGS, INC. | $6.1M | 212,937 |
| 3 | AMERICAN ASSET MANAGEMENT INC.New | $4.1M | 143,746 |
| 4 | RAYMOND JAMES FINANCIAL INC | $3.7M | 128,783 |
| 5 | Westshore Wealth, LLCNew | $2.4M | 84,696 |
| 6 | GeoWealth Management, LLC | $1.8M | 62,904 |
| 7 | Cetera Investment Advisers | $1.4M | 48,947 |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 44,022 |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $963K | 33,735 |
| 10 | Cambridge Investment Research Advisors, Inc. | $951K | 33,314 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Authentikos Wealth Advisory, LLCNew | +233K | $6.6M |
| OSAIC HOLDINGS, INC. | +85K | $6.1M |
| AMERICAN ASSET MANAGEMENT INC.New | +144K | $4.1M |
| Westshore Wealth, LLCNew | +85K | $2.4M |
| GeoWealth Management, LLC | +9K | $1.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | -101K | $4K |
| Kestra Advisory Services, LLC | -34K | $1K |
| HARBOUR INVESTMENTS, INC. | -33K | $546K |
| AE Wealth Management LLC | -9K | $142K |
| Spire Wealth Management | -6K | $870K |
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Frequently Asked Questions
How many institutional investors hold SEPW?
As of Q1 2025, 37 institutional investors report holding SEPW (AllianzIM U.S. Equity Buffer20 Sep ETF) in their 13F filings.
Which hedge fund owns the most SEPW?
The largest institutional holder of SEPW is Authentikos Wealth Advisory, LLC with $6.6M in shares.
Are institutions buying or selling SEPW?
This quarter, 9 institutions opened new positions in SEPW 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.