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AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (OCTU) Institutional Ownership

$27.08 -0.04 (-0.16%)
As of 08/15/2025 03:45 PM Eastern
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Institutional Ownership Changes (13F Filings) for AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (BATS:OCTU)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$38.19M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$524.02K
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OCTU Institutional Buying and Selling by Quarter

AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/12/2025 Allianz Investment Management U.S. LLC151,146$3.97M0.2%-11.7%6.298%
8/8/2025 Cetera Investment Advisers18,354$482K0.0%+15.8%0.765%
8/6/2025 AE Wealth Management LLC321,195$8.44M0.1%+286,681.3%13.383%
8/6/2025 Savant Capital LLC43,725$1.15M0.0%+331.5%1.822%
8/4/2025 Great Lakes Retirement Inc.11,028$290K0.0%N/A0.460%
8/4/2025 FWG Investments LLC.8,859$233K0.2%N/A0.369%
7/31/2025 FSR Wealth Management Ltd.12,441$327K0.4%N/A0.518%
7/30/2025 LifeWealth Investments LLC10,023$263K0.1%N/A0.418%
7/29/2025 Stephens Inc. AR120,898$3.18M0.0%+2.5%5.037%
7/28/2025 RFG Advisory LLC199,776$5.25M0.1%+50.4%8.324%
7/21/2025 Patriot Financial Group Insurance Agency LLC7,888$207K0.0%N/A0.329%
7/18/2025 USA Financial Formulas105,943$2.78M0.5%+216,110.2%4.414%
7/18/2025 B.O.S.S. Retirement Advisors LLC33,598$883K0.2%N/A1.400%
7/16/2025 Lloyd Advisory Services LLC.57,044$1.50M0.7%N/A2.377%
5/6/2025 Cetera Investment Advisers15,844$390K0.0%+17.6%1.219%
5/1/2025 Stephens Inc. AR117,969$2.91M0.0%+1.5%9.075%
4/29/2025 OneDigital Investment Advisors LLC112,659$2.78M0.0%+54.6%8.666%
4/9/2025 RFG Advisory LLC132,810$3.27M0.1%N/A10.625%
4/9/2025 Worth Asset Management LLC14,539$358K0.2%N/A1.163%
2/17/2025 Cetera Investment Advisers13,476$341K0.0%N/A0.000%
2/17/2025 Citadel Advisors LLC10,582$268K0.0%N/A0.000%
2/14/2025 OneDigital Investment Advisors LLC72,851$1.85M0.0%N/A0.000%
2/13/2025 CreativeOne Wealth LLC8,705$220K0.0%N/A0.000%
2/12/2025 OLD Mission Capital LLC24,183$612K0.0%N/A0.000%
2/12/2025 Allianz Investment Management U.S. LLC196,146$4.97M0.4%N/A0.000%
2/11/2025 Grantvest Financial Group LLC9,160$232K0.3%N/A0.000%
2/10/2025 Harbour Investments Inc.5,146$130K0.0%N/A0.000%
2/10/2025 Commonwealth Equity Services LLC136,541$3.46M0.0%N/A0.000%
2/4/2025 BCGM Wealth Management LLC9,240$234K0.1%N/A0.000%
1/29/2025 Savant Capital LLC19,852$503K0.0%N/A0.000%
1/28/2025 Stephens Inc. AR116,275$2.95M0.0%N/A0.000%
(Data available from 1/1/2016 forward)

OCTU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OCTU shares?

During the previous two years, 23 institutional investors and hedge funds held shares of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF. The most heavily invested institutionals were AE Wealth Management LLC ($8.44M), RFG Advisory LLC ($5.25M), Allianz Investment Management U.S. LLC ($3.97M), Commonwealth Equity Services LLC ($3.46M), Stephens Inc. AR ($3.18M), USA Financial Formulas ($2.78M), and OneDigital Investment Advisors LLC ($2.78M).Learn more on AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF's institutional investors.

Which institutional investors have been buying AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF's stock?

Of the 23 institutional investors that purchased AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: AE Wealth Management LLC ($321.08K), RFG Advisory LLC ($199.78K), Allianz Investment Management U.S. LLC ($196.15K), Commonwealth Equity Services LLC ($136.54K), Stephens Inc. AR ($120.90K), OneDigital Investment Advisors LLC ($112.66K), and USA Financial Formulas ($105.89K).

How much institutional buying is happening at AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF?

Institutional investors have bought a total of 1,487,230 shares in the last 24 months. This purchase volume represents approximately $38.19M in transactions.

Which of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF's major shareholders have been selling company stock?

The following institutional investors have sold AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF stock in the last 24 months: Allianz Investment Management U.S. LLC ($20K).

How much institutional selling is happening at AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF?

Institutional investors have sold a total of 20,000 shares in the last 24 months. This volume of shares sold represents approximately $524.02K in transactions.



This page (BATS:OCTU) was last updated on 8/17/2025 by MarketBeat.com Staff
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