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

$33.94 -0.15 (-0.44%)
As of 10/16/2026 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)
47
Total
Institutional Inflows
(last 12 months)
$175.17M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$29.38M
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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
10/16/2026Mosley Wealth Management3,442$117K0.0%-9.5%0.109%
9/2/2026Citadel Advisors LLC7,277$243K0.0%-10.3%0.231%
8/23/2026Kintra Wealth LLC5,920$200K0.0%N/A0.188%
8/22/2026Advisory Solutions Group LLC11,958$399K0.1%N/A0.380%
7/9/2026Focus Financial Network Inc.28,173$941K0.0%-1.3%0.894%
5/13/2026Cetera Investment Advisers56,056$1.77M0.0%-3.5%0.637%
5/7/2026American Asset Management Inc.134,192$4.24M3.7%-1.6%1.525%
5/6/2026FSA Advisors Inc.44,470$1.41M0.9%+18.5%0.505%
5/6/2026Independent Financial Group LLC7,921$250K0.0%N/A0.090%
4/30/2026Elevated Capital Advisors LLC136,529$4.31M1.1%+521.3%1.551%
4/30/2026Kestra Advisory Services LLC76,128$2.41M0.0%+59.9%0.865%
4/28/2026B.O.S.S. Retirement Advisors LLC118,350$3.74M1.1%-6.2%1.345%
4/27/2026World Investment Advisors27,565$871K0.0%+2.1%0.313%
4/24/2026SMART Wealth LLC53,948$1.70M0.5%+12.9%0.613%
4/23/2026Networth Advisors LLC66,853$2.11M1.5%-1.4%0.760%
4/21/2026LifeWealth Investments LLC54,226$1.71M0.5%-18.5%0.613%
4/21/2026Aegis Wealth Management Inc.38,360$1.21M1.0%-1.9%0.433%
4/17/2026Outlook Wealth Advisors LLC117,474$3.71M0.9%-50.2%1.327%
3/13/2026World Investment Advisors27,000$862K0.0%N/A0.313%
2/25/2026Westshore Wealth LLC158,880$5.07M1.7%+1.0%1.843%
2/18/2026OLD Mission Capital LLC6,384$204K0.0%N/A0.074%
2/17/2026Cetera Investment Advisers58,115$1.86M0.0%-80.9%0.674%
2/17/2026Osaic Holdings Inc.216,577$6.91M0.0%-4.3%2.512%
2/16/2026MML Investors Services LLC14,251$455K0.0%+41.6%0.165%
2/13/2026CreativeOne Wealth LLC10,763$344K0.0%+51.6%0.125%
2/13/2026Kestra Advisory Services LLC47,612$1.52M0.0%+30.0%0.552%
2/13/2026Allianz SE5,000$160K0.0%N/A0.058%
2/12/2026Commonwealth Equity Services LLC563,842$18.00M0.0%-2.3%6.541%
2/12/2026Great Lakes Retirement Inc.73,978$2.36M0.2%-4.5%0.858%
2/11/2026Outlook Wealth Advisors LLC235,918$7.53M1.7%+93.7%2.737%
2/11/2026Howard Bailey Securities LLC120,317$3.84M1.5%+16.4%1.396%
2/11/2026LPL Financial LLC102,383$3.27M0.0%+2.3%1.188%
2/11/2026Allianz Investment Management LLC116,920$3.73M2.3%N/A1.356%
2/9/2026Harbour Investments Inc.25,026$799K0.0%-21.0%0.290%
2/6/2026Lloyd Advisory Services LLC.499,200$15.93M6.2%+9.1%5.791%
2/6/2026Kingdom Financial Group LLC.26,615$850K0.3%-6.8%0.309%
2/6/2026Blackston Financial Advisory Group LLC22,895$731K0.4%-5.9%0.266%
2/6/2026Authentikos Wealth Advisory LLC238,879$7.63M5.0%-11.5%2.771%
2/6/2026Csenge Advisory Group19,324$617K0.0%-70.6%0.224%
2/5/2026Aegis Wealth Management Inc.39,118$1.25M1.0%N/A0.454%
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2/4/2026World Investment Advisors27,000$862K0.0%N/A0.313%
2/2/2026Allegheny Financial Group8,208$262K0.0%-8.9%0.095%
2/2/2026B.O.S.S. Retirement Advisors LLC126,199$4.03M1.3%-39.4%1.464%
2/2/2026Grantvest Financial Group LLC9,522$304K0.2%-24.2%0.110%
2/2/2026Oppenheimer & Co. Inc.77,909$2.49M0.0%+8.6%0.904%
1/29/2026Quest 10 Wealth Builders Inc.11,781$376K0.3%+5.4%0.137%
1/28/2026Joseph P. Lucia & Associates LLC19,612$626K0.2%-17.4%0.228%
1/27/2026PFG Advisors7,654$244K0.0%+8.5%0.089%
1/27/2026FSR Wealth Management Ltd.156,656$5M5.9%-4.8%1.817%
1/27/2026Elevated Capital Advisors LLC21,973$701K0.2%-8.6%0.255%
1/26/2026LifeWealth Investments LLC66,553$2.12M0.7%-7.6%0.772%
1/26/2026SMART Wealth LLC47,768$1.53M0.5%N/A0.554%
1/26/2026Merit Financial Group LLC6,667$213K0.0%-30.3%0.077%
1/26/2026AE Wealth Management LLC2,193,335$70.01M0.4%-11.4%25.445%
1/26/2026Key Capital Management INC902$29K0.0%N/A0.010%
1/22/2026Networth Advisors LLC67,819$2.17M1.6%N/A0.787%
1/22/2026Centennial Advisors LLC46,213$1.48M1.9%N/A0.536%
1/14/2026Spire Wealth Management96,923$3.09M0.1%-5.2%1.124%
1/7/2026American Asset Management Inc.136,317$4.35M3.7%-0.8%1.581%
11/26/2025Lantern Wealth Advisors LLC8,134$255K0.1%N/A0.088%
11/20/2025Centaurus Financial Inc.29,558$928K0.0%+8.8%0.320%
11/17/2025Westshore Wealth LLC157,347$4.94M1.7%+85.8%1.701%
11/17/2025Susquehanna International Group LLP14,840$466K0.0%+51.9%0.160%
11/14/2025Raymond James Financial Inc.137,661$4.32M0.0%+8.6%1.488%
11/13/2025PFG Advisors7,054$222K0.0%-48.4%0.076%
11/13/2025Blackston Financial Advisory Group LLC24,321$764K0.5%N/A0.263%
11/12/2025Great Lakes Retirement Inc.77,430$2.43M0.3%N/A0.837%
11/12/2025FSA Advisors Inc.41,232$1.30M1.0%N/A0.446%
11/12/2025BCGM Wealth Management LLC25,022$786K0.2%+7.5%0.271%
11/6/2025Oppenheimer & Co. Inc.71,736$2.25M0.0%N/A0.776%
11/5/2025B.O.S.S. Retirement Advisors LLC208,217$6.54M1.6%N/A2.251%
11/5/2025Authentikos Wealth Advisory LLC269,821$8.47M5.6%N/A2.917%
11/5/2025American Asset Management Inc.137,483$4.32M3.9%-2.0%1.486%
11/5/2025TAGStone Capital Inc.7,308$230K0.1%N/A0.079%
11/5/2025Envestnet Asset Management Inc.29,781$935K0.0%-14.6%0.322%
11/4/2025Grantvest Financial Group LLC12,556$394K0.3%-29.6%0.136%
11/4/2025Howard Bailey Securities LLC103,343$3.25M1.2%N/A1.117%
11/3/2025AE Wealth Management LLC2,474,945$77.73M0.5%+50,940.3%26.756%
10/30/2025Kingdom Financial Group LLC.28,560$897K0.5%N/A0.298%
10/30/2025Lloyd Advisory Services LLC.457,501$14.37M6.7%N/A4.781%
10/30/2025Outlook Wealth Advisors LLC121,826$3.83M1.0%N/A1.273%
10/30/2025Avidian Wealth Enterprises LLC18,293$574K0.0%N/A0.191%
10/29/2025FSR Wealth Management Ltd.164,497$5.17M6.1%N/A1.719%
10/28/2025Csenge Advisory Group65,730$2.06M0.1%N/A0.687%
10/27/2025Concurrent Investment Advisors LLC9,765$307K0.0%N/A0.102%
10/27/2025Decker Retirement Planning Inc.1,600$50K0.0%N/A0.017%
10/23/2025Spire Wealth Management102,268$3.21M0.1%+305.7%1.071%
10/22/2025Geneos Wealth Management Inc.2,766$87K0.0%+38.3%0.029%
10/22/2025Commonwealth Equity Services LLC577,322$18.13M0.0%+210.0%6.045%
10/20/2025Quest 10 Wealth Builders Inc.11,179$351K0.3%N/A0.117%
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10/20/2025Joseph P. Lucia & Associates LLC23,730$745K0.3%+8.9%0.248%
10/20/2025LifeWealth Investments LLC71,600$2.25M0.6%N/A0.750%
10/16/2025Castle Rock Wealth Management LLC8,666$272K0.1%N/A0.091%
9/4/2025Osaic Holdings Inc.166,995$5.04M0.0%-21.6%7.840%
8/29/2025Centaurus Financial Inc.27,170$820K0.0%-16.4%1.276%
8/18/2025Geneos Wealth Management Inc.2,000$60K0.0%+100.0%0.094%
8/14/2025Raymond James Financial Inc.126,796$3.83M0.0%-1.5%5.953%
8/13/2025GeoWealth Management LLC78,197$2.36M0.1%+24.3%3.671%
8/12/2025American Asset Management Inc.140,224$4.23M3.9%-2.5%6.583%
8/12/2025JPMorgan Chase & Co.3,097$93K0.0%N/A0.145%


SEPW Institutional Ownership - Frequently Asked Questions

During the previous two years, 74 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 65 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), Outlook Wealth Advisors LLC ($504.52K), Authentikos Wealth Advisory LLC ($502.68K), Lloyd Advisory Services LLC. ($499.20K), Commonwealth Equity Services LLC ($391.08K), Raymond James Financial Inc. ($271.30K), and B.O.S.S. Retirement Advisors LLC ($208.22K).

Institutional investors have bought a total of 5,565,303 shares in the last 24 months. This purchase volume represents approximately $175.17M in transactions.

Of the 28 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 922,043 shares in the last 24 months. This volume of shares sold represents approximately $29.38M in transactions.


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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 10/16/2026. New 13F filings are added each quarter as they're published.
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