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

$40.23 +0.08 (+0.20%)
As of 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$841.66K
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$1.93M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2026 Nations Financial Group Inc. IA ADV16,217$624K0.0%-2.9%0.115%
2/9/2026Blue 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%
10/22/2025Blue 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%


OCTW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OCTW shares?

During the previous two years, 9 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), OLD Mission Capital LLC ($219K), and Sentinus LLC ($202K).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), Farther Finance Advisors LLC ($20.99K), 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).

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

Institutional investors have bought a total of 21,634 shares in the last 24 months. This purchase volume represents approximately $841.66K 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 ($22.75K), Blue Bell Private Wealth Management LLC ($19.93K), and Nations Financial Group Inc. IA ADV ($7.69K).

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

Institutional investors have sold a total of 50,367 shares in the last 24 months. This volume of shares sold represents approximately $1.93M in transactions.


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