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

$40.63 0.00 (0.00%)
As of 05/22/2026 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)
4
Total
Institutional Inflows
(last 12 months)
$1.22M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$1.69M
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Skip Chart & View Institutional Buying and Selling Data

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
5/15/2026 FreeGulliver 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%
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%
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OCTW Institutional Ownership - Frequently Asked Questions

During the previous two years, 10 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 ($3.68M), JPMorgan Chase & Co. ($1.39M), Farther Finance Advisors LLC ($819K), 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. Large Cap Buffer20 Oct ETF's institutional investors.

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), Farther Finance Advisors LLC ($20.99K), FreeGulliver LLC ($9.94K), OLD Mission Capital LLC ($6.15K), Creative Financial Designs Inc. ADV ($2.61K), Brown Brothers Harriman & Co. ($1.50K), and Strategic Blueprint LLC ($1.04K).

Institutional investors have bought a total of 31,572 shares in the last 24 months. This purchase volume represents approximately $1.22M in transactions.

The following institutional investors have sold AllianzIM U.S. Large Cap Buffer20 Oct ETF stock in the last 24 months: Strategic Blueprint LLC ($22.75K), Blue Bell Private Wealth Management LLC ($19.93K), and Nations Financial Group Inc. IA ADV ($845.00).

Institutional investors have sold a total of 43,522 shares in the last 24 months. This volume of shares sold represents approximately $1.69M in transactions.



This page (NYSEARCA:OCTW) was last updated on 5/25/2026 by MarketBeat.com Staff.
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