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

$31.70-0.08 (-0.24%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$6.979817000159337e+170T

% of Float Held

—

QoQ Change in Holders

+15 / -4

Price History

$27.02$28.32$29.62$30.92$32.22Sep 24Jun 25Mar 26

SEPW — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
AE Wealth Management LLCNew Position+2.2M+$70.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+564K+$17.0M
Lloyd Advisory Services, LLC.New Position+499K+$15.9M
Authentikos Wealth Advisory, LLCNew Position+239K+$7.6M
Outlook Wealth Advisors, LLCNew Position+236K+$7.5M
FSR Wealth Management Ltd.New Position+157K+$5.0M
AMERICAN ASSET MANAGEMENT INC.New Position+136K+$4.4M
B.O.S.S. Retirement Advisors, LLCNew Position+126K+$4.0M
HOWARD BAILEY SECURITIES, LLCNew Position+120K+$3.8M
ALLIANZ INVESTMENT MANAGEMENT LLCNew Position+117K+$3.7M
Spire Wealth ManagementNew Position+97K+$3.1M
OPPENHEIMER & CO INCNew Position+78K+$2.5M
Networth Advisors, LLCNew Position+68K+$2.2M
LifeWealth Investments, LLCNew Position+67K+$2.1M
SMART Wealth LLCNew Position+48K+$1.5M

SEPW — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Cetera Investment AdvisersDecreased-246K-$9.5B
OSAIC HOLDINGS, INC.Decreased-10K-$7.1B
Westshore Wealth, LLCClosed Position-157K-$4.9B
RAYMOND JAMES FINANCIAL INCDecreased-4K-$4.3B
Great Lakes Retirement, Inc.Decreased-3K-$2.4B
FSA Advisors, Inc.Decreased-4K-$1.3B
HARBOUR INVESTMENTS, INC.Decreased-7K-$993.9M
Blackston Financial Advisory Group, LLCDecreased-1K-$763.1M
Elevated Capital Advisors, LLCDecreased-2K-$754.2M
JANE STREET GROUP, LLCClosed Position-13K-$400.3M
First Heartland Consultants, Inc.Decreased-213-$350.0M
GOLDMAN SACHS GROUP INCClosed Position-10K-$307.6M
MORGAN STANLEYClosed Position-3K-$95.5M
CREATIVE FINANCIAL DESIGNS INC /ADVDecreased-70-$82.0M
IFP Advisors, IncDecreased-45-$30.8M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1AE Wealth Management LLC2,186,783$69.8M0.40%Share
2COMMONWEALTH EQUITY SERVICES, LLC563,842$17.0M0.02%Share
3Lloyd Advisory Services, LLC.499,200$15.9M6.18%Share
4Authentikos Wealth Advisory, LLC238,879$7.6M5.04%Share
5Outlook Wealth Advisors, LLC235,918$7.5M1.70%Share
6FSR Wealth Management Ltd.156,656$5.0M5.87%Share
7OSAIC HOLDINGS, INC.179,991$5.0M0.01%Share
8AMERICAN ASSET MANAGEMENT INC.136,317$4.4M3.69%Share
9B.O.S.S. Retirement Advisors, LLC126,199$4.0M1.27%Share
10RAYMOND JAMES FINANCIAL INC129,245$4.0M0.00%Share
11HOWARD BAILEY SECURITIES, LLC120,317$3.8M1.51%Share
12ALLIANZ INVESTMENT MANAGEMENT LLC116,920$3.7M2.33%Share
13Spire Wealth Management96,923$3.1M0.10%Share
14LPL Financial LLC102,383$3.0M0.00%Share
15OPPENHEIMER & CO INC77,909$2.5M0.04%Share
16Networth Advisors, LLC67,819$2.2M1.60%Share
17LifeWealth Investments, LLC66,553$2.1M0.67%Share
18Great Lakes Retirement, Inc.73,978$2.0M0.21%Share
19SMART Wealth LLC47,768$1.5M0.46%Share
20Centennial Advisors, LLC46,213$1.5M1.92%Share
21Aegis Wealth Management, Inc.38,988$1.2M0.98%Share
22FSA Advisors, Inc.37,514$1.2M0.83%Share
23ENVESTNET ASSET MANAGEMENT INC34,026$1.0M0.00%Share
24Cetera Investment Advisers58,115$1.0M0.00%Share
25OSAIC HOLDINGS, INC.36,586$1.0M0.00%Share
26SUSQUEHANNA INTERNATIONAL GROUP, LLP35,843$1.0M0.00%Share
27Kestra Advisory Services, LLC47,612$1.0M0.00%Share
28Cambridge Investment Research Advisors, Inc.43,488$1.0M0.00%Share
29Focus Financial Network, Inc.30,576$975K0.03%Share
30World Investment Advisors27,000$861K0.02%Share
31Kingdom Financial Group LLC.26,615$849K0.26%Share
32HARBOUR INVESTMENTS, INC.25,026$798K0.02%Share
33BCGM Wealth Management, LLC25,022$798K0.20%Share
34Blackston Financial Advisory Group, LLC22,895$730K0.44%Share
35Elevated Capital Advisors, LLC21,973$701K0.16%Share
36Joseph P. Lucia & Associates, LLC19,612$625K0.23%Share
37Csenge Advisory Group19,324$616K0.03%Share
38Avidian Wealth Enterprises, LLC18,293$583K0.02%Share
39Quest 10 Wealth Builders, Inc.11,781$376K0.34%Share
40First Heartland Consultants, Inc.10,944$349K0.03%Share
41Concurrent Investment Advisors, LLC9,765$311K0.00%Share
42Grantvest Financial Group LLC9,522$303K0.19%Share
43Castle Rock Wealth Management, LLC8,666$277K0.06%Share
44Allegheny Financial Group8,208$261K0.04%Share
45Lantern Wealth Advisors, LLC8,134$259K0.14%Share
46PFG Advisors7,654$244K0.01%Share
47TAGStone Capital, Inc.7,335$234K0.09%Share
48Merit Financial Group, LLC6,667$212K0.00%Share
49OLD MISSION CAPITAL LLC6,384$203K0.00%Share
50CREATIVE FINANCIAL DESIGNS INC /ADV2,544$81K0.01%Share

SEPW Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202561$185.1M+30
Q3 202531$41.0B-6
Q2 202537$26.3B+0
Q1 202537$41.3B+3
Q4 202434$3.6T+4
Q3 202430$10.8T+10
Q2 202420$9.4T+3
Q1 202417$9.9T—

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As of Q4 2025, 50 institutional investors hold SEPW (AllianzIM U.S. Equity Buffer20 Sep ETF). The largest holder is AE Wealth Management LLC with $69.8M in shares. This quarter, 15 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own SEPW?

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

Who is the largest institutional holder of SEPW?

The largest institutional holder of SEPW is AE Wealth Management LLC with $69.8M in shares.

Is institutional ownership of SEPW increasing or decreasing?

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