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

$33.48 +0.02 (+0.06%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$176.12M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$31.38M
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SEPW Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Focus Financial Network Inc.28,173$941K0.0%-1.3%0.894%
5/13/2026Cetera Investment Advisers56,056$1.77M0.0%-3.5%0.637%
5/7/2026 American 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%
5/6/2026 Independent 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%
4/28/2026 B.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%
4/23/2026 Networth Advisors LLC66,853$2.11M1.5%-1.4%0.760%
4/21/2026 LifeWealth Investments LLC54,226$1.71M0.5%-18.5%0.613%
4/21/2026 Aegis 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%
2/5/2026 Aegis Wealth Management Inc.39,118$1.25M1.0%N/A0.454%
2/4/2026World Investment Advisors27,000$862K0.0%N/A0.313%
2/2/2026 Allegheny Financial Group8,208$262K0.0%-8.9%0.095%
2/2/2026 B.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%
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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%
1/27/2026 PFG Advisors7,654$244K0.0%+8.5%0.089%
1/27/2026 FSR Wealth Management Ltd.156,656$5M5.9%-4.8%1.817%
1/27/2026Elevated Capital Advisors LLC21,973$701K0.2%-8.6%0.255%
1/26/2026 LifeWealth Investments LLC66,553$2.12M0.7%-7.6%0.772%
1/26/2026SMART Wealth LLC47,768$1.53M0.5%N/A0.554%
1/26/2026 Merit 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%
1/22/2026 Networth Advisors LLC67,819$2.17M1.6%N/A0.787%
1/22/2026Centennial Advisors LLC46,213$1.48M1.9%N/A0.536%
1/14/2026 Spire Wealth Management96,923$3.09M0.1%-5.2%1.124%
1/7/2026 American 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%
11/13/2025 PFG 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%
11/5/2025 B.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%
11/5/2025 American 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%
10/29/2025 FSR 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%
10/27/2025 Decker Retirement Planning Inc.1,600$50K0.0%N/A0.017%
10/23/2025 Spire 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%
10/20/2025Joseph P. Lucia & Associates LLC23,730$745K0.3%+8.9%0.248%
10/20/2025 LifeWealth Investments LLC71,600$2.25M0.6%N/A0.750%
10/16/2025 Castle Rock Wealth Management LLC8,666$272K0.1%N/A0.091%
9/4/2025Osaic Holdings Inc.166,995$5.04M0.0%-21.6%7.840%
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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%
8/12/2025 American Asset Management Inc.140,224$4.23M3.9%-2.5%6.583%
8/12/2025JPMorgan Chase & Co.3,097$93K0.0%N/A0.145%
8/8/2025Cetera Investment Advisers47,644$1.44M0.0%-2.7%2.242%
8/7/2025 PFG Advisors13,676$413K0.0%-18.0%0.644%
8/4/2025 Spire Wealth Management25,207$761K0.0%-17.3%1.186%
8/1/2025Envestnet Asset Management Inc.34,876$1.05M0.0%+3.4%1.641%


SEPW Institutional Ownership - Frequently Asked Questions

During the previous two years, 72 institutional investors and hedge funds held shares of AllianzIM U.S. Large Cap 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. Large Cap Buffer20 Sep ETF's institutional investors.

Of the 65 institutional investors that purchased AllianzIM U.S. Large Cap 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), Lloyd Advisory Services LLC. ($1.04M), Outlook Wealth Advisors LLC ($504.52K), Authentikos Wealth Advisory LLC ($502.68K), B.O.S.S. Retirement Advisors LLC ($436.85K), Commonwealth Equity Services LLC ($391.08K), and Raymond James Financial Inc. ($271.30K).

Institutional investors have bought a total of 5,598,412 shares in the last 24 months. This purchase volume represents approximately $176.12M in transactions.

Of the 28 institutional investors that sold AllianzIM U.S. Large Cap 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 ($249.13K), Outlook Wealth Advisors LLC ($118.44K), B.O.S.S. Retirement Advisors LLC ($89.87K), Osaic Holdings Inc. ($55.75K), Csenge Advisory Group ($46.41K), and Authentikos Wealth Advisory LLC ($30.94K).

Institutional investors have sold a total of 988,472 shares in the last 24 months. This volume of shares sold represents approximately $31.38M in transactions.


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This page (NYSEARCA:SEPW) was last updated on 7/25/2026 by MarketBeat.com Staff.
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