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AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) Institutional Ownership

$33.99 -0.05 (-0.15%)
As of 09/4/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
48
Total
Institutional Inflows
(last 12 months)
$175.44M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$29.36M
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SEPW Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/2/2026 Citadel Advisors LLC7,277$243K0.0%-10.3%0.231%
8/23/2026 Kintra Wealth LLC5,920$200K0.0%N/A0.188%
8/22/2026 Advisory Solutions Group LLC11,958$399K0.1%N/A0.380%
7/9/2026 Focus Financial Network Inc.28,173$941K0.0%-1.3%0.894%
5/13/2026 Cetera Investment Advisers56,056$1.77M0.0%-3.5%0.637%
5/7/2026 American Asset Management Inc.134,192$4.24M3.7%-1.6%1.525%
5/6/2026 FSA Advisors Inc.44,470$1.41M0.9%+18.5%0.505%
5/6/2026 Independent Financial Group LLC7,921$250K0.0%N/A0.090%
4/30/2026 Elevated Capital Advisors LLC136,529$4.31M1.1%+521.3%1.551%
4/30/2026 Kestra Advisory Services LLC76,128$2.41M0.0%+59.9%0.865%
4/28/2026 B.O.S.S. Retirement Advisors LLC118,350$3.74M1.1%-6.2%1.345%
4/27/2026 World Investment Advisors27,565$871K0.0%+2.1%0.313%
4/24/2026 SMART Wealth LLC53,948$1.70M0.5%+12.9%0.613%
4/23/2026 Networth Advisors LLC66,853$2.11M1.5%-1.4%0.760%
4/21/2026 LifeWealth Investments LLC54,226$1.71M0.5%-18.5%0.613%
4/21/2026 Aegis Wealth Management Inc.38,360$1.21M1.0%-1.9%0.433%
4/17/2026 Outlook Wealth Advisors LLC117,474$3.71M0.9%-50.2%1.327%
3/13/2026 World Investment Advisors27,000$862K0.0%N/A0.313%
2/25/2026 Westshore Wealth LLC158,880$5.07M1.7%+1.0%1.843%
2/18/2026 OLD Mission Capital LLC6,384$204K0.0%N/A0.074%
2/17/2026 Cetera Investment Advisers58,115$1.86M0.0%-80.9%0.674%
2/17/2026 Osaic Holdings Inc.216,577$6.91M0.0%-4.3%2.512%
2/16/2026 MML Investors Services LLC14,251$455K0.0%+41.6%0.165%
2/13/2026 CreativeOne Wealth LLC10,763$344K0.0%+51.6%0.125%
2/13/2026 Kestra Advisory Services LLC47,612$1.52M0.0%+30.0%0.552%
2/13/2026Allianz SE5,000$160K0.0%N/A0.058%
2/12/2026 Commonwealth Equity Services LLC563,842$18.00M0.0%-2.3%6.541%
2/12/2026 Great Lakes Retirement Inc.73,978$2.36M0.2%-4.5%0.858%
2/11/2026 Outlook Wealth Advisors LLC235,918$7.53M1.7%+93.7%2.737%
2/11/2026 Howard Bailey Securities LLC120,317$3.84M1.5%+16.4%1.396%
2/11/2026 LPL Financial LLC102,383$3.27M0.0%+2.3%1.188%
2/11/2026Allianz Investment Management LLC116,920$3.73M2.3%N/A1.356%
2/9/2026 Harbour Investments Inc.25,026$799K0.0%-21.0%0.290%
2/6/2026 Lloyd Advisory Services LLC.499,200$15.93M6.2%+9.1%5.791%
2/6/2026 Kingdom Financial Group LLC.26,615$850K0.3%-6.8%0.309%
2/6/2026 Blackston Financial Advisory Group LLC22,895$731K0.4%-5.9%0.266%
2/6/2026 Authentikos Wealth Advisory LLC238,879$7.63M5.0%-11.5%2.771%
2/6/2026 Csenge Advisory Group19,324$617K0.0%-70.6%0.224%
2/5/2026 Aegis Wealth Management Inc.39,118$1.25M1.0%N/A0.454%
2/4/2026 World Investment Advisors27,000$862K0.0%N/A0.313%
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2/2/2026 Allegheny Financial Group8,208$262K0.0%-8.9%0.095%
2/2/2026 B.O.S.S. Retirement Advisors LLC126,199$4.03M1.3%-39.4%1.464%
2/2/2026 Grantvest Financial Group LLC9,522$304K0.2%-24.2%0.110%
2/2/2026 Oppenheimer & Co. Inc.77,909$2.49M0.0%+8.6%0.904%
1/29/2026 Quest 10 Wealth Builders Inc.11,781$376K0.3%+5.4%0.137%
1/28/2026 Joseph P. Lucia & Associates LLC19,612$626K0.2%-17.4%0.228%
1/27/2026 PFG Advisors7,654$244K0.0%+8.5%0.089%
1/27/2026 FSR Wealth Management Ltd.156,656$5M5.9%-4.8%1.817%
1/27/2026 Elevated Capital Advisors LLC21,973$701K0.2%-8.6%0.255%
1/26/2026 LifeWealth Investments LLC66,553$2.12M0.7%-7.6%0.772%
1/26/2026 SMART Wealth LLC47,768$1.53M0.5%N/A0.554%
1/26/2026 Merit Financial Group LLC6,667$213K0.0%-30.3%0.077%
1/26/2026 AE Wealth Management LLC2,193,335$70.01M0.4%-11.4%25.445%
1/26/2026 Key Capital Management INC902$29K0.0%N/A0.010%
1/22/2026 Networth Advisors LLC67,819$2.17M1.6%N/A0.787%
1/22/2026 Centennial Advisors LLC46,213$1.48M1.9%N/A0.536%
1/14/2026 Spire Wealth Management96,923$3.09M0.1%-5.2%1.124%
1/7/2026 American Asset Management Inc.136,317$4.35M3.7%-0.8%1.581%
11/26/2025 Lantern Wealth Advisors LLC8,134$255K0.1%N/A0.088%
11/20/2025 Centaurus Financial Inc.29,558$928K0.0%+8.8%0.320%
11/17/2025 Westshore Wealth LLC157,347$4.94M1.7%+85.8%1.701%
11/17/2025 Susquehanna International Group LLP14,840$466K0.0%+51.9%0.160%
11/14/2025 Raymond James Financial Inc.137,661$4.32M0.0%+8.6%1.488%
11/13/2025 PFG Advisors7,054$222K0.0%-48.4%0.076%
11/13/2025 Blackston Financial Advisory Group LLC24,321$764K0.5%N/A0.263%
11/12/2025 Great Lakes Retirement Inc.77,430$2.43M0.3%N/A0.837%
11/12/2025 FSA Advisors Inc.41,232$1.30M1.0%N/A0.446%
11/12/2025 BCGM Wealth Management LLC25,022$786K0.2%+7.5%0.271%
11/6/2025 Oppenheimer & Co. Inc.71,736$2.25M0.0%N/A0.776%
11/5/2025 B.O.S.S. Retirement Advisors LLC208,217$6.54M1.6%N/A2.251%
11/5/2025 Authentikos Wealth Advisory LLC269,821$8.47M5.6%N/A2.917%
11/5/2025 American Asset Management Inc.137,483$4.32M3.9%-2.0%1.486%
11/5/2025 TAGStone Capital Inc.7,308$230K0.1%N/A0.079%
11/5/2025 Envestnet Asset Management Inc.29,781$935K0.0%-14.6%0.322%
11/4/2025 Grantvest Financial Group LLC12,556$394K0.3%-29.6%0.136%
11/4/2025 Howard Bailey Securities LLC103,343$3.25M1.2%N/A1.117%
11/3/2025 AE Wealth Management LLC2,474,945$77.73M0.5%+50,940.3%26.756%
10/30/2025 Kingdom Financial Group LLC.28,560$897K0.5%N/A0.298%
10/30/2025 Lloyd Advisory Services LLC.457,501$14.37M6.7%N/A4.781%
10/30/2025 Outlook Wealth Advisors LLC121,826$3.83M1.0%N/A1.273%
10/30/2025 Avidian Wealth Enterprises LLC18,293$574K0.0%N/A0.191%
10/29/2025 FSR Wealth Management Ltd.164,497$5.17M6.1%N/A1.719%
10/28/2025 Csenge Advisory Group65,730$2.06M0.1%N/A0.687%
10/27/2025 Concurrent Investment Advisors LLC9,765$307K0.0%N/A0.102%
10/27/2025 Decker Retirement Planning Inc.1,600$50K0.0%N/A0.017%
10/23/2025 Spire Wealth Management102,268$3.21M0.1%+305.7%1.071%
10/22/2025 Geneos Wealth Management Inc.2,766$87K0.0%+38.3%0.029%
10/22/2025 Commonwealth Equity Services LLC577,322$18.13M0.0%+210.0%6.045%
10/20/2025 Quest 10 Wealth Builders Inc.11,179$351K0.3%N/A0.117%
10/20/2025 Joseph P. Lucia & Associates LLC23,730$745K0.3%+8.9%0.248%
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10/20/2025 LifeWealth Investments LLC71,600$2.25M0.6%N/A0.750%
10/16/2025 Castle Rock Wealth Management LLC8,666$272K0.1%N/A0.091%
9/4/2025 Osaic Holdings Inc.166,995$5.04M0.0%-21.6%7.840%
8/29/2025 Centaurus Financial Inc.27,170$820K0.0%-16.4%1.276%
8/18/2025 Geneos Wealth Management Inc.2,000$60K0.0%+100.0%0.094%
8/14/2025 Raymond James Financial Inc.126,796$3.83M0.0%-1.5%5.953%
8/13/2025 GeoWealth Management LLC78,197$2.36M0.1%+24.3%3.671%
8/12/2025 American Asset Management Inc.140,224$4.23M3.9%-2.5%6.583%
8/12/2025 JPMorgan Chase & Co.3,097$93K0.0%N/A0.145%
8/8/2025 Cetera Investment Advisers47,644$1.44M0.0%-2.7%2.242%


SEPW Institutional Ownership - Frequently Asked Questions

During the previous two years, 73 institutional investors and hedge funds held shares of AllianzIM U.S. Equity Buffer20 Sep ETF. The most heavily invested institutionals were AE Wealth Management LLC ($70.01M), Commonwealth Equity Services LLC ($18.00M), Lloyd Advisory Services LLC. ($15.93M), Authentikos Wealth Advisory LLC ($7.63M), Osaic Holdings Inc. ($6.91M), Westshore Wealth LLC ($5.07M), and FSR Wealth Management Ltd. ($5M).Learn more on AllianzIM U.S. Equity Buffer20 Sep ETF's institutional investors.

Of the 66 institutional investors that purchased AllianzIM U.S. Equity Buffer20 Sep 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 ($2.47M), Lloyd Advisory Services LLC. ($1.04M), Outlook Wealth Advisors LLC ($504.52K), Authentikos Wealth Advisory LLC ($502.68K), B.O.S.S. Retirement Advisors LLC ($436.85K), Commonwealth Equity Services LLC ($391.08K), and Raymond James Financial Inc. ($271.30K).

Institutional investors have bought a total of 5,573,969 shares in the last 24 months. This purchase volume represents approximately $175.44M in transactions.

Of the 27 institutional investors that sold AllianzIM U.S. Equity Buffer20 Sep 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 ($281.61K), Cetera Investment Advisers ($247.82K), Outlook Wealth Advisors LLC ($118.44K), B.O.S.S. Retirement Advisors LLC ($89.87K), Csenge Advisory Group ($46.41K), Authentikos Wealth Advisory LLC ($30.94K), and LifeWealth Investments LLC ($17.78K).

Institutional investors have sold a total of 921,683 shares in the last 24 months. This volume of shares sold represents approximately $29.36M in transactions.


Related Companies

Institutional ownership data for BATS:SEPW is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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