Who Owns AllianzIM Buffer20 Allocation ETF (SPBW)?Hedge Fund & Institutional Holders

$27.32-0.02 (-0.09%)Financial ServicesBATS

Institutional Holders

23

as of Q4 2025

Total Institutional Value

$9.00000020000006e+66T

% of Float Held

—

QoQ Change in Holders

+11 / -1

Price History

$23.22$24.34$25.46$26.58$27.70Jan 25Aug 25Mar 26

SPBW — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ALLIANZ SENew Position+337K+$9.0B
HUNTINGTON NATIONAL BANKIncreased+27K+$660.6M
Compound Planning, Inc.New Position+22K+$603.0M
BridgePort Financial Solutions, LLCNew Position+8K+$228.0M
Lloyd Advisory Services, LLC.New Position+4K+$121.0M
OPTIMA CAPITAL LLCNew Position+2K+$58.0M
UBS Group AGNew Position+116+$3.0M
Kestra Advisory Services, LLCIncreased+36K+$741K
Castle Rock Wealth Management, LLCNew Position+20K+$553K
AE Wealth Management LLCNew Position+378K+$10K
Key Capital Management, INCNew Position+263+$7K
ENVESTNET ASSET MANAGEMENT INCNew Position+22K+$0
COMMONWEALTH EQUITY SERVICES, LLCNew Position+15K+$0
Cambridge Investment Research Advisors, Inc.Increased+6K+$-387K
CENTAURUS FINANCIAL, INC.Increased+1K+$-469K

SPBW — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
HARBOUR INVESTMENTS, INC.Decreased-15K-$707.0M
Strategic Financial Concepts, LLCClosed Position-8K-$224.6M
BANK OF AMERICA CORP /DE/Decreased-17K-$485K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1ALLIANZ SE337,080$9.0B0.12%Share
2HUNTINGTON NATIONAL BANK77,038$2.0B0.01%Share
3Compound Planning, Inc.22,000$603.0M0.02%Share
4BridgePort Financial Solutions, LLC8,350$228.0M0.06%Share
5Lloyd Advisory Services, LLC.4,445$121.0M0.05%Share
6OPTIMA CAPITAL LLC2,151$58.0M0.03%Share
7Kestra Advisory Services, LLC157,087$4.0M0.02%Share
8UBS Group AG116$3.0M0.00%Share
9NewEdge Advisors, LLC110,389$3.0M0.01%Share
10Cetera Investment Advisers37,163$1.0M0.00%Share
11Cambridge Investment Research Advisors, Inc.57,208$1.0M0.00%Share
12Castle Rock Wealth Management, LLC20,100$553K0.12%Share
13HARBOUR INVESTMENTS, INC.11,385$312K0.01%Share
14Patriot Financial Group Insurance Agency, LLC7,536$206K0.02%Share
15AE Wealth Management LLC377,669$10K0.00%Share
16Key Capital Management, INC263$7K0.01%Share
17CreativeOne Wealth, LLC16,926$00.00%Share
18MML INVESTORS SERVICES, LLC9,361$00.00%Share
19CENTAURUS FINANCIAL, INC.18,865$00.00%Share
20COMMONWEALTH EQUITY SERVICES, LLC15,108$00.00%Share
21ENVESTNET ASSET MANAGEMENT INC21,563$00.00%Share
22BANK OF AMERICA CORP /DE/1,389$00.00%Share
23IFP Advisors, Inc1,745$00.00%Share

SPBW Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202523$12.0B+10
Q3 202513$5.6B-4
Q2 202517$28.2B+11
Q1 20256$20.7B—

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As of Q4 2025, 23 institutional investors hold SPBW (AllianzIM Buffer20 Allocation ETF). The largest holder is ALLIANZ SE with $9.0B in shares. This quarter, 11 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own SPBW?

As of Q4 2025, 23 institutional investors report holding SPBW (AllianzIM Buffer20 Allocation ETF) in their 13F filings.

Who is the largest institutional holder of SPBW?

The largest institutional holder of SPBW is ALLIANZ SE with $9.0B in shares.

Is institutional ownership of SPBW increasing or decreasing?

This quarter, 11 institutions opened new positions in SPBW and 1 closed their positions.