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

$37.81 +0.01 (+0.03%)
As of 08/14/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for AllianzIM U.S. Large Cap Buffer20 Oct ETF (NYSEARCA:OCTW)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$1.27M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$1.63M
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OCTW Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/30/2025 Strategic Blueprint LLC43,727$1.62M0.1%+2.4%0.697%
5/13/2025 Nations Financial Group Inc. IA ADV17,802$625K0.0%-27.8%0.171%
5/5/2025 Blue Bell Private Wealth Management LLC115,007$4.04M0.8%-1.2%0.964%
4/29/2025 Strategic 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%
2/12/2025 Brown Brothers Harriman & Co.1,500$53K0.0%N/A0.039%
2/10/2025 Creative Financial Designs Inc. ADV874$31K0.0%N/A0.023%
2/10/2025 Farther Finance Advisors LLC2,144$76K0.0%+10,620.0%0.056%
2/7/2025 Blue Bell Private Wealth Management LLC116,357$4.14M0.8%-0.8%3.022%
1/30/2025 Nations Financial Group Inc. IA ADV24,647$876K0.1%-5.8%0.640%
1/23/2025 Strategic Blueprint LLC47,749$1.70M0.1%-35.6%1.240%
12/26/2024 JPMorgan Chase & Co.39,612$1.39M0.0%+158.5%1.029%
10/25/2024 Strategic Blueprint LLC74,122$2.60M0.2%-1.1%1.925%
8/5/2024 Blue Bell Private Wealth Management LLC123,235$4.25M0.9%-11.6%3.201%
7/29/2024 Nations Financial Group Inc. IA ADV26,321$908K0.1%-4.8%0.684%
7/27/2024 Strategic Blueprint LLC74,923$2.59M0.2%-2.2%1.946%
4/24/2024 Blue Bell Private Wealth Management LLC139,423$4.72M1.0%-1.9%3.503%
4/23/2024 Nations Financial Group Inc. IA ADV27,643$936K0.1%-28.4%0.695%
4/23/2024 Strategic Blueprint LLC76,647$2.60M0.2%-0.5%1.926%
2/9/2024 Nations 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%
1/25/2024 Strategic Blueprint LLC77,006$2.52M0.2%+27.0%2.312%
1/25/2024 Blue 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%
10/30/2023 Blue Bell Private Wealth Management LLC143,604$4.46M1.2%-6.0%4.312%
10/18/2023 Strategic Blueprint LLC60,648$1.89M0.2%-1.3%1.821%
8/8/2023 Blue 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%
7/14/2023 AdvisorNet Financial Inc4,070$124K0.0%N/A0.085%
(Data available from 1/1/2016 forward)

OCTW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OCTW shares?

During the previous two years, 11 institutional investors and hedge funds held shares of AllianzIM U.S. Large Cap Buffer20 Oct ETF. The most heavily invested institutionals were Blue Bell Private Wealth Management LLC ($4.04M), Strategic Blueprint LLC ($1.62M), JPMorgan Chase & Co. ($1.39M), Nations Financial Group Inc. IA ADV ($625K), Certified Advisory Corp ($449K), First Heartland Consultants Inc. ($292K), and OLD Mission Capital LLC ($219K).Learn more on AllianzIM U.S. Large Cap Buffer20 Oct ETF's institutional investors.

Which institutional investors have been buying AllianzIM U.S. Large Cap Buffer20 Oct ETF's stock?

The following institutional investors have purchased AllianzIM U.S. Large Cap Buffer20 Oct ETF's stock in the last 24 months: JPMorgan Chase & Co. ($24.29K), Strategic Blueprint LLC ($17.40K), Certified Advisory Corp ($13.72K), OLD Mission Capital LLC ($6.15K), Farther Finance Advisors LLC ($2.12K), Brown Brothers Harriman & Co. ($1.50K), and First Heartland Consultants Inc. ($1.18K).

How much institutional buying is happening at AllianzIM U.S. Large Cap Buffer20 Oct ETF?

Institutional investors have bought a total of 35,975 shares in the last 24 months. This purchase volume represents approximately $1.27M in transactions.

Which of AllianzIM U.S. Large Cap Buffer20 Oct ETF's major shareholders have been selling company stock?

The following institutional investors have sold AllianzIM U.S. Large Cap Buffer20 Oct ETF stock in the last 24 months: Strategic Blueprint LLC ($32.23K), Nations Financial Group Inc. IA ADV ($8.35K), Sentinus LLC ($3.26K), and Blue Bell Private Wealth Management LLC ($2.27K).

How much institutional selling is happening at AllianzIM U.S. Large Cap Buffer20 Oct ETF?

Institutional investors have sold a total of 46,115 shares in the last 24 months. This volume of shares sold represents approximately $1.63M in transactions.



This page (NYSEARCA:OCTW) was last updated on 8/15/2025 by MarketBeat.com Staff
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