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AllianzIM U.S. Large Cap Buffer10 Oct ETF (OCTT) Institutional Ownership

$45.46 +0.20 (+0.44%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for AllianzIM U.S. Large Cap Buffer10 Oct ETF (NYSEARCA:OCTT)

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$941.49K
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$406.55K
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OCTT Institutional Buying and Selling by Quarter

AllianzIM U.S. Large Cap Buffer10 Oct ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/9/2026Blue Bell Private Wealth Management LLC35,417$1.54M0.2%-4.5%2.494%
1/26/2026 Nations Financial Group Inc. IA ADV5,343$232K0.0%-27.4%0.376%
1/1/2026JPMorgan Chase & Co.9,601$409K0.0%N/A0.711%
11/7/2025JPMorgan Chase & Co.9,601$409K0.0%N/A0.711%
10/28/2025 Nations Financial Group Inc. IA ADV7,360$314K0.0%+5.7%0.545%
10/22/2025Blue Bell Private Wealth Management LLC37,090$1.58M0.2%-9.1%2.920%
10/9/2025 AdvisorNet Financial Inc1,995$85K0.0%+66.9%0.173%
7/30/2025 Strategic Blueprint LLC8,465$340K0.0%+26.9%0.574%
5/13/2025Nations Financial Group Inc. IA ADV5,793$216K0.0%-28.7%0.161%
5/5/2025Blue Bell Private Wealth Management LLC40,919$1.52M0.3%-0.9%1.143%
2/17/2025Sentinus LLC117,227$4.48M1.3%+305.2%10.657%
1/23/2025Strategic Blueprint LLC6,668$255K0.0%N/A0.606%
8/5/2024Blue Bell Private Wealth Management LLC43,874$1.62M0.3%-6.5%3.989%
4/24/2024Blue Bell Private Wealth Management LLC46,931$1.69M0.4%-1.9%4.266%
4/23/2024Nations Financial Group Inc. IA ADV8,150$293K0.0%+4.3%0.741%
2/8/2024First Heartland Consultants Inc.24,291$830K0.1%+4.9%1.913%
1/25/2024Blue Bell Private Wealth Management LLC47,825$1.63M0.4%+0.9%3.766%
1/19/2024AdvisorNet Financial Inc1,145$39K0.0%-46.6%0.090%
11/9/2023First Heartland Consultants Inc.23,151$732K0.1%-28.7%1.823%
10/30/2023Blue Bell Private Wealth Management LLC47,410$1.50M0.4%-5.1%3.733%
7/26/2023First Heartland Consultants Inc.32,460$1.05M0.1%N/A1.496%
7/26/2023Creative Financial Designs Inc. ADV900$29K0.0%N/A0.041%
7/14/2023AdvisorNet Financial Inc2,145$69K0.0%N/A0.099%


OCTT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OCTT shares?

During the previous two years, the following institutional investors and hedge funds held shares of AllianzIM U.S. Large Cap Buffer10 Oct ETF shares: Sentinus LLC ($4.48M), Blue Bell Private Wealth Management LLC ($1.54M), JPMorgan Chase & Co. ($409K), Strategic Blueprint LLC ($340K), and Nations Financial Group Inc. IA ADV ($232K), AdvisorNet Financial Inc ($85K).Learn more on AllianzIM U.S. Large Cap Buffer10 Oct ETF's institutional investors.

Which institutional investors have been buying AllianzIM U.S. Large Cap Buffer10 Oct ETF's stock?

The following institutional investors have purchased AllianzIM U.S. Large Cap Buffer10 Oct ETF's stock in the last 24 months: Sentinus LLC ($88.30K), JPMorgan Chase & Co. ($19.20K), Strategic Blueprint LLC ($8.47K), AdvisorNet Financial Inc ($800.00), and Nations Financial Group Inc. IA ADV ($396.00).

How much institutional buying is happening at AllianzIM U.S. Large Cap Buffer10 Oct ETF?

Institutional investors have bought a total of 22,195 shares in the last 24 months. This purchase volume represents approximately $941.49K in transactions.

Which of AllianzIM U.S. Large Cap Buffer10 Oct ETF's major shareholders have been selling company stock?

The following institutional investors have sold AllianzIM U.S. Large Cap Buffer10 Oct ETF stock in the last 24 months: Blue Bell Private Wealth Management LLC ($5.40K), and Nations Financial Group Inc. IA ADV ($4.35K).

How much institutional selling is happening at AllianzIM U.S. Large Cap Buffer10 Oct ETF?

Institutional investors have sold a total of 9,758 shares in the last 24 months. This volume of shares sold represents approximately $406.55K in transactions.



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