Who Owns AllianzIM Buffer15 Uncapped Allocation ETF (SPBU)?Hedge Fund & Institutional Holders

$27.50-0.13 (-0.47%)Financial ServicesBATS

Institutional Holders

35

as of Q4 2025

Total Institutional Value

$1.6125000700000043e+131T

% of Float Held

QoQ Change in Holders

+13 / -3

Price History

$22.77$24.23$25.69$27.15$28.61Mar 25Sep 25Mar 26

SPBU — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Transcendent Capital Group LLCNew Position+573K+$16.1B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+263K+$7.0B
ALLIANZ SENew Position+153K+$4.0B
OSAIC HOLDINGS, INC.New Position+114K+$3.0B
OPTIMA CAPITAL LLCNew Position+100K+$2.8B
STEPHENS INC /AR/New Position+27K+$772.0M
SUSQUEHANNA INTERNATIONAL GROUP, LLPIncreased+33K+$657.4M
Capital Investment Advisory Services, LLCNew Position+18K+$503.0M
Madrona Financial Services, LLCNew Position+16K+$453.0M
Discipline Wealth Solutions, LLCNew Position+16K+$452.0M
Core Wealth Advisors, Inc.Increased+12K+$399.1M
Beacon Capital Management, Inc.New Position+2K+$43.0M
Lloyd Advisory Services, LLC.New Position+1K+$36.0M
Savant Capital, LLCNew Position+723K+$20.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+42K+$1.0M

SPBU — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Strategic Financial Concepts, LLCClosed Position-18K-$568.3M
Consolidated Portfolio Review CorpClosed Position-16K-$442.2M
JANE STREET GROUP, LLCClosed Position-12K-$332.7M
CGN Advisors LLCDecreased-418-$-29.1M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Transcendent Capital Group LLC572,839$16.1B7.30%Share
2COMMONWEALTH EQUITY SERVICES, LLC263,137$7.0B0.01%Share
3Core Wealth Advisors, Inc.148,776$4.2B1.09%Share
4ALLIANZ SE153,132$4.0B0.05%Share
5OSAIC HOLDINGS, INC.111,468$3.0B0.00%Share
6OPTIMA CAPITAL LLC99,472$2.8B1.21%Share
7CGN Advisors LLC91,764$2.6B0.20%Share
8SUSQUEHANNA INTERNATIONAL GROUP, LLP45,299$1.0B0.00%Share
9STEPHENS INC /AR/27,440$772.0M0.01%Share
10Capital Investment Advisory Services, LLC17,899$503.0M0.04%Share
11Madrona Financial Services, LLC16,105$453.0M0.10%Share
12Discipline Wealth Solutions, LLC16,066$452.0M0.08%Share
13Beacon Capital Management, Inc.1,535$43.0M0.00%Share
14Lloyd Advisory Services, LLC.1,298$36.0M0.01%Share
15Savant Capital, LLC723,257$20.0M0.11%Share
16OPTIMA CAPITAL LLC494$13.0M0.01%Share
17HARBOUR INVESTMENTS, INC.136,093$3.8M0.08%Share
18Cetera Investment Advisers123,101$3.0M0.00%Share
19Patriot Financial Group Insurance Agency, LLC89,277$2.5M0.30%Share
20MML INVESTORS SERVICES, LLC89,860$2.0M0.00%Share
21ENVESTNET ASSET MANAGEMENT INC42,304$1.0M0.00%Share
22Stonebridge Financial Group, LLC / MO18,293$514K0.44%Share
23Clear Creek Financial Management, LLC13,960$392K0.03%Share
24Guardian Capital, LLC12,730$358K0.32%Share
25Advisory Services Network, LLC203,648$5K0.00%Share
26Key Capital Management, INC76$2K0.00%Share
27BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC42$1K0.00%Share
28Kestra Advisory Services, LLC3,053$00.00%Share
29MAI Capital Management14,923$00.00%Share
30AE Wealth Management LLC16,425$00.00%Share
31LPL Financial LLC12,561$00.00%Share
32Cambridge Investment Research Advisors, Inc.34,996$00.00%Share
33OSAIC HOLDINGS, INC.2,566$00.00%Share
34JPMORGAN CHASE & CO238$00.00%Share
35IFP Advisors, Inc1,080$00.00%Share

SPBU Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202533$43.0B+18
Q3 202515$14.7B-1
Q2 202516$22.7B+9
Q1 20257$16.8B

Similar Stocks by Institutional Ownership

As of Q4 2025, 35 institutional investors hold SPBU (AllianzIM Buffer15 Uncapped Allocation ETF). The largest holder is Transcendent Capital Group LLC with $16.1B in shares. This quarter, 13 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own SPBU?

As of Q4 2025, 35 institutional investors report holding SPBU (AllianzIM Buffer15 Uncapped Allocation ETF) in their 13F filings.

Who is the largest institutional holder of SPBU?

The largest institutional holder of SPBU is Transcendent Capital Group LLC with $16.1B in shares.

Is institutional ownership of SPBU increasing or decreasing?

This quarter, 13 institutions opened new positions in SPBU and 3 closed their positions.