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AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) Institutional Ownership

$41.80 -0.08 (-0.19%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for AllianzIM U.S. Equity Buffer20 Oct ETF (BATS:OCTW)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$5.65M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$2.21M
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OCTW Institutional Buying and Selling by Quarter

AllianzIM U.S. Equity Buffer20 Oct ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/9/2026Harbour Investments Inc.27,938$1.17M0.0%N/A0.270%
10/30/2026 Compass Financial Management LLC2,172$91K0.0%-13.6%0.028%
10/30/2026 Blue Bell Private Wealth Management LLC75,944$3.19M0.4%N/A0.974%
10/8/2026 Farther Finance Advisors LLC2,407$101K0.0%-91.9%0.031%
8/22/2026 Compass Financial Management LLC2,515$104K0.0%N/A0.032%
5/15/2026FreeGulliver LLC9,938$382K0.2%N/A0.071%
4/15/2026 Nations Financial Group Inc. IA ADV16,217$624K0.0%-2.9%0.115%
2/9/2026 Blue Bell Private Wealth Management LLC94,267$3.68M0.5%-4.8%0.682%
2/6/2026 Creative Financial Designs Inc. ADV2,610$102K0.0%+197.9%0.019%
1/30/2026 Strategic Blueprint LLC20,977$818K0.0%-51.0%0.152%
1/23/2026 Farther Finance Advisors LLC21,006$819K0.0%+879.8%0.152%
10/28/2025 Nations Financial Group Inc. IA ADV16,886$647K0.0%-2.1%0.205%
10/23/2025 Strategic Blueprint LLC42,842$1.64M0.1%-2.0%0.534%
10/22/2025 Blue Bell Private Wealth Management LLC99,004$3.80M0.6%-13.3%1.234%
7/30/2025 Strategic Blueprint LLC43,727$1.62M0.1%+2.4%0.697%
5/13/2025Nations Financial Group Inc. IA ADV17,802$625K0.0%-27.8%0.171%
5/5/2025Blue Bell Private Wealth Management LLC115,007$4.04M0.8%-1.2%0.964%
4/29/2025Strategic Blueprint LLC42,689$1.50M0.1%-10.6%0.358%
2/17/2025Sentinus LLC5,675$202K0.1%-36.5%0.147%
2/12/2025OLD Mission Capital LLC6,152$219K0.0%N/A0.160%
2/12/2025Brown Brothers Harriman & Co.1,500$53K0.0%N/A0.039%
2/10/2025Creative Financial Designs Inc. ADV874$31K0.0%N/A0.023%
2/10/2025Farther Finance Advisors LLC2,144$76K0.0%+10,620.0%0.056%
2/7/2025Blue Bell Private Wealth Management LLC116,357$4.14M0.8%-0.8%3.022%
1/30/2025Nations Financial Group Inc. IA ADV24,647$876K0.1%-5.8%0.640%
1/23/2025Strategic Blueprint LLC47,749$1.70M0.1%-35.6%1.240%
12/26/2024JPMorgan Chase & Co.39,612$1.39M0.0%+158.5%1.029%
10/25/2024Strategic Blueprint LLC74,122$2.60M0.2%-1.1%1.925%
8/5/2024Blue Bell Private Wealth Management LLC123,235$4.25M0.9%-11.6%3.201%
7/29/2024Nations Financial Group Inc. IA ADV26,321$908K0.1%-4.8%0.684%
7/27/2024Strategic Blueprint LLC74,923$2.59M0.2%-2.2%1.946%
4/24/2024Blue Bell Private Wealth Management LLC139,423$4.72M1.0%-1.9%3.503%
4/23/2024Nations Financial Group Inc. IA ADV27,643$936K0.1%-28.4%0.695%
4/23/2024Strategic Blueprint LLC76,647$2.60M0.2%-0.5%1.926%
2/9/2024Nations Financial Group Inc. IA ADV38,622$1.26M0.1%-5.7%1.160%
2/9/2024Certified Advisory Corp13,724$449K0.1%N/A0.412%
2/8/2024First Heartland Consultants Inc.8,935$292K0.0%+15.3%0.268%
1/25/2024Strategic Blueprint LLC77,006$2.52M0.2%+27.0%2.312%
1/25/2024Blue Bell Private Wealth Management LLC142,122$4.65M1.1%-1.0%4.268%
11/9/2023First Heartland Consultants Inc.7,751$241K0.0%-14.6%0.233%
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10/30/2023Blue Bell Private Wealth Management LLC143,604$4.46M1.2%-6.0%4.312%
10/18/2023Strategic Blueprint LLC60,648$1.89M0.2%-1.3%1.821%
8/8/2023Blue Bell Private Wealth Management LLC152,779$4.65M1.2%-0.5%4.588%
7/26/2023First Heartland Consultants Inc.9,074$276K0.0%N/A0.189%
7/14/2023AdvisorNet Financial Inc4,070$124K0.0%N/A0.085%


OCTW Institutional Ownership - Frequently Asked Questions

During the previous two years, 12 institutional investors and hedge funds held shares of AllianzIM U.S. Equity Buffer20 Oct ETF. The most heavily invested institutionals were Blue Bell Private Wealth Management LLC ($3.19M), JPMorgan Chase & Co. ($1.39M), Harbour Investments Inc. ($1.17M), Strategic Blueprint LLC ($818K), Nations Financial Group Inc. IA ADV ($624K), FreeGulliver LLC ($382K), and OLD Mission Capital LLC ($219K).Learn more on AllianzIM U.S. Equity Buffer20 Oct ETF's institutional investors.

Of the 10 institutional investors that purchased AllianzIM U.S. Equity Buffer20 Oct ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Blue Bell Private Wealth Management LLC ($75.94K), Harbour Investments Inc. ($27.94K), JPMorgan Chase & Co. ($24.29K), Farther Finance Advisors LLC ($20.99K), FreeGulliver LLC ($9.94K), OLD Mission Capital LLC ($6.15K), and Creative Financial Designs Inc. ADV ($2.61K).

Institutional investors have bought a total of 136,931 shares in the last 24 months. This purchase volume represents approximately $5.65M in transactions.

The following institutional investors have sold AllianzIM U.S. Equity Buffer20 Oct ETF stock in the last 24 months: Farther Finance Advisors LLC ($27.22K), Strategic Blueprint LLC ($21.87K), Blue Bell Private Wealth Management LLC ($4.74K), Nations Financial Group Inc. IA ADV ($487.00), and Compass Financial Management LLC ($343.00).

Institutional investors have sold a total of 54,649 shares in the last 24 months. This volume of shares sold represents approximately $2.21M in transactions.


Related Companies

Institutional ownership data for BATS:OCTW is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/9/2026. New 13F filings are added each quarter as they're published.
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