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

$29.66 +0.19 (+0.64%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF (BATS:OCTU)

Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$44.60M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$9.83M
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OCTU Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2026 Kestra Advisory Services LLC16,183$447K0.0%+19.8%0.674%
4/28/2026 Stephens Inc. AR208,551$5.76M0.1%+45.5%8.690%
4/24/2026 SMART Wealth LLC10,293$284K0.1%-11.2%0.429%
4/22/2026 Patriot Financial Group Insurance Agency LLC15,846$437K0.0%+100.0%0.660%
4/20/2026 Kestra Private Wealth Services LLC10,230$282K0.0%N/A0.426%
4/20/2026 RFG Advisory LLC203,007$5.60M0.1%+1.2%8.459%
2/17/2026Cetera Investment Advisers24,750$704K0.0%+31.5%1.031%
2/17/2026Osaic Holdings Inc.63,764$1.82M0.0%+17,612.2%2.657%
2/16/2026 MML Investors Services LLC11,932$340K0.0%N/A0.497%
2/16/2026Arax Advisory Partners14,198$404K0.0%N/A0.592%
2/13/2026 Kestra Advisory Services LLC13,503$384K0.0%N/A0.563%
2/13/2026Allianz SE81,146$2.31M0.0%N/A3.381%
2/12/2026 Commonwealth Equity Services LLC496,791$14.14M0.0%+198.8%20.700%
2/11/2026Allianz Investment Management LLC223,514$6.36M4.0%N/A9.313%
2/10/2026Foundations Investment Advisors LLC10,611$302K0.0%N/A0.442%
2/9/2026Harbour Investments Inc.6,389$182K0.0%+24.2%0.266%
2/6/2026Lloyd Advisory Services LLC.3,089$88K0.0%N/A0.129%
2/6/2026 IFP Advisors Inc6,391$182K0.0%+12,682.0%0.266%
2/5/2026 Stephens Inc. AR143,368$4.08M0.1%+18.1%5.974%
2/4/2026 Stonebridge Financial Group LLC MO13,136$374K0.3%N/A0.547%
2/3/2026 NBZ Investment Advisors LLC14,318$408K0.2%+1,136.4%0.597%
2/3/2026 RFG Advisory LLC200,541$5.71M0.1%-4.8%8.356%
1/26/2026 SMART Wealth LLC11,591$330K0.1%N/A0.483%
1/26/2026AE Wealth Management LLC147,352$4.19M0.0%-0.8%6.140%
1/23/2026 DHJJ Financial Advisors Ltd.1,695$48K0.0%N/A0.071%
1/14/2026 Cypress Wealth Services LLC26,500$754K0.1%-12.9%1.104%
1/14/2026 USA Financial Formulas72,839$2.07M0.4%-16.9%3.035%
1/7/2026 Sterling Manor Financial LLC16,883$481K0.3%+76.8%0.703%
1/1/2026JPMorgan Chase & Co.7,075$198K0.0%+10.0%0.295%
11/17/2025Susquehanna International Group LLP21,436$600K0.0%-19.0%0.893%
11/17/2025Citadel Advisors LLC9,386$263K0.0%-17.0%0.391%
11/12/2025 NBZ Investment Advisors LLC1,158$32K0.0%N/A0.048%
11/10/2025OneDigital Investment Advisors LLC108,183$3.03M0.0%-19.4%4.508%
11/7/2025JPMorgan Chase & Co.7,075$198K0.0%+10.0%0.295%
11/6/2025Allianz Investment Management U.S. LLC86,146$2.41M0.1%-43.0%3.589%
11/6/2025 RFG Advisory LLC210,734$5.90M0.1%+5.5%8.781%
11/3/2025AE Wealth Management LLC148,515$4.16M0.0%-53.8%6.188%
10/29/2025 FWG Investments LLC.9,972$279K0.2%+12.6%0.416%
10/29/2025 FSR Wealth Management Ltd.10,737$300K0.4%-13.7%0.447%
10/27/2025 Stephens Inc. AR121,403$3.40M0.0%+0.4%5.058%
10/20/2025Quest 10 Wealth Builders Inc.2,831$79K0.1%-16.8%0.118%
10/10/2025 USA Financial Formulas87,664$2.45M0.4%-17.3%3.653%
10/8/2025 Sterling Manor Financial LLC9,548$267K0.2%N/A0.398%
8/29/2025Centaurus Financial Inc.19,002$499K0.0%-34.3%0.792%
8/12/2025Allianz Investment Management U.S. LLC151,146$3.97M0.2%-11.7%6.298%
8/8/2025Cetera Investment Advisers18,354$482K0.0%+15.8%0.765%
8/6/2025AE 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%
8/4/2025Great 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%
7/16/2025Lloyd Advisory Services LLC.57,044$1.50M0.7%N/A2.377%
5/6/2025Cetera Investment Advisers15,844$390K0.0%+17.6%1.219%
5/1/2025Stephens Inc. AR117,969$2.91M0.0%+1.5%9.075%
4/29/2025OneDigital Investment Advisors LLC112,659$2.78M0.0%+54.6%8.666%
4/9/2025RFG Advisory LLC132,810$3.27M0.1%N/A10.625%
4/9/2025Worth Asset Management LLC14,539$358K0.2%N/A1.163%
2/17/2025Cetera Investment Advisers13,476$341K0.0%N/A0.000%
2/17/2025Citadel Advisors LLC10,582$268K0.0%N/A0.000%
2/14/2025OneDigital Investment Advisors LLC72,851$1.85M0.0%N/A0.000%
2/13/2025CreativeOne Wealth LLC8,705$220K0.0%N/A0.000%
2/12/2025OLD Mission Capital LLC24,183$612K0.0%N/A0.000%
2/12/2025Allianz Investment Management U.S. LLC196,146$4.97M0.4%N/A0.000%
2/11/2025Grantvest Financial Group LLC9,160$232K0.3%N/A0.000%
2/10/2025Harbour Investments Inc.5,146$130K0.0%N/A0.000%
2/10/2025Commonwealth Equity Services LLC136,541$3.46M0.0%N/A0.000%
2/4/2025BCGM Wealth Management LLC9,240$234K0.1%N/A0.000%
1/29/2025Savant Capital LLC19,852$503K0.0%N/A0.000%
1/28/2025Stephens Inc. AR116,275$2.95M0.0%N/A0.000%


OCTU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OCTU shares?

During the previous two years, 42 institutional investors and hedge funds held shares of AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF. The most heavily invested institutionals were Commonwealth Equity Services LLC ($14.14M), Allianz Investment Management LLC ($6.36M), Stephens Inc. AR ($5.76M), RFG Advisory LLC ($5.60M), AE Wealth Management LLC ($4.19M), OneDigital Investment Advisors LLC ($3.03M), and Allianz Investment Management U.S. LLC ($2.41M).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 38 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: Commonwealth Equity Services LLC ($467.07K), AE Wealth Management LLC ($321.08K), Allianz Investment Management LLC ($223.51K), RFG Advisory LLC ($213.20K), Stephens Inc. AR ($208.55K), Allianz Investment Management U.S. LLC ($196.15K), and OneDigital Investment Advisors LLC ($112.66K).

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

Institutional investors have bought a total of 1,623,595 shares in the last 24 months. This purchase volume represents approximately $44.60M in transactions.

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

Of the 12 institutional investors that sold AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: AE Wealth Management LLC ($173.84K), Allianz Investment Management U.S. LLC ($85K), USA Financial Formulas ($33.10K), OneDigital Investment Advisors LLC ($25.99K), RFG Advisory LLC ($10.19K), Centaurus Financial Inc. ($9.93K), and Susquehanna International Group LLP ($5.04K).

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

Institutional investors have sold a total of 352,510 shares in the last 24 months. This volume of shares sold represents approximately $9.83M in transactions.


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This page (BATS:OCTU) was last updated on 5/5/2026 by MarketBeat.com Staff.
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