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AllianzIM Buffer15 Uncapped Allocation ETF (SPBU) Institutional Ownership

$30.04 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for AllianzIM Buffer15 Uncapped Allocation ETF (NYSEARCA:SPBU)

Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$75.03M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$10.64M
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SPBU Institutional Buying and Selling by Quarter

AllianzIM Buffer15 Uncapped Allocation ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/18/2026Core Wealth Advisors Inc.184,766$5.02M1.2%+24.2%3.623%
5/13/2026Cetera Investment Advisers207,000$5.62M0.0%+68.2%4.059%
4/28/2026Stephens Inc. AR25,280$687K0.0%-7.9%0.501%
4/23/2026SageGuard Financial Group LLC21,711$590K0.1%N/A0.430%
4/22/2026Patriot Financial Group Insurance Agency LLC167,588$4.55M0.3%+87.7%3.319%
4/17/2026Stonebridge Financial Group LLC MO47,137$1.28M1.1%+157.7%0.933%
2/17/2026Cetera Investment Advisers123,101$3.47M0.0%+101.0%2.917%
2/17/2026Osaic Holdings Inc.114,034$3.21M0.0%N/A2.702%
2/17/2026Advisory Services Network LLC203,648$5.73M0.1%+2,450.7%4.826%
2/16/2026MML Investors Services LLC89,860$2.53M0.0%+15.3%2.129%
2/13/2026Kestra Advisory Services LLC3,053$86K0.0%N/A0.072%
2/13/2026Allianz SE153,132$4.31M0.1%N/A3.629%
2/12/2026Beacon Capital Management Inc.1,535$43K0.0%+144.4%0.036%
2/12/2026Commonwealth Equity Services LLC263,137$7.41M0.0%+49.1%6.235%
2/11/2026LPL Financial LLC12,561$354K0.0%+49.5%0.298%
2/10/2026Savant Capital LLC723,257$20.36M0.1%+84.9%17.139%
2/9/2026Harbour Investments Inc.136,093$3.83M0.1%+89.7%3.225%
2/6/2026Lloyd Advisory Services LLC.1,298$37K0.0%N/A0.031%
2/6/2026IFP Advisors Inc1,080$30K0.0%+980.0%0.026%
2/5/2026Guardian Capital LLC12,730$358K0.3%N/A0.302%
2/4/2026Stonebridge Financial Group LLC MO18,293$515K0.4%N/A0.433%
1/26/2026Patriot Financial Group Insurance Agency LLC89,277$2.51M0.3%+0.5%2.151%
1/26/2026Transcendent Capital Group LLC572,839$16.13M7.3%+7.9%13.803%
1/26/2026Discipline Wealth Solutions LLC16,066$452K0.1%+3.1%0.387%
1/23/2026Optima Capital LLC99,966$2.81M1.2%+48.4%2.438%
1/23/2026Clear Creek Financial Management LLC13,960$393K0.0%N/A0.340%
1/22/2026Madrona Financial Services LLC16,105$453K0.1%N/A0.393%
1/21/2026Capital Investment Advisory Services LLC17,899$504K0.0%N/A0.437%
1/5/2026CGN Advisors LLC91,764$2.58M0.2%-0.5%2.480%
11/17/2025Susquehanna International Group LLP12,365$343K0.0%+31.8%0.405%
11/12/2025Consolidated Portfolio Review Corp15,962$442K0.1%N/A0.523%
11/10/2025MAI Capital Management14,923$413K0.0%N/A0.489%
11/6/2025Allianz Investment Management U.S. LLC230,632$6.39M0.2%-57.3%7.562%
11/5/2025Savant Capital LLC391,204$10.84M0.1%+2,932.1%12.911%
11/5/2025Envestnet Asset Management Inc.9,215$255K0.0%N/A0.304%
11/4/2025Transcendent Capital Group LLC531,017$14.71M6.6%+1,277.6%17.525%
10/27/2025Stephens Inc. AR27,635$766K0.0%-21.0%0.987%
10/27/2025Optima Capital LLC67,366$1.87M0.9%+443.4%2.406%
10/21/2025Discipline Wealth Solutions LLC15,579$432K0.1%N/A0.583%
10/9/2025CGN Advisors LLC92,182$2.55M0.2%+25.4%3.644%
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10/8/2025Patriot Financial Group Insurance Agency LLC88,875$2.46M0.3%-3.6%3.628%
8/12/2025Allianz Investment Management U.S. LLC540,632$14.06M0.6%-10.7%28.757%
8/8/2025Cetera Investment Advisers30,478$793K0.0%N/A1.621%
8/6/2025Savant Capital LLC12,902$336K0.0%N/A0.686%
7/29/2025Stephens Inc. AR34,985$910K0.0%+12.8%1.912%
7/28/2025Harbour Investments Inc.31,510$820K0.0%+238.6%1.722%
7/25/2025Transcendent Capital Group LLC38,547$1.00M0.5%+237.9%2.106%
7/21/2025Patriot Financial Group Insurance Agency LLC92,187$2.40M0.3%N/A5.329%
7/15/2025CGN Advisors LLC73,513$1.91M0.2%N/A5.977%
7/15/2025Optima Capital LLC12,398$322K0.2%N/A1.008%
5/15/2025OLD Mission Capital LLC20,724$504K0.0%N/A2.438%
5/8/2025Harbour Investments Inc.9,306$226K0.0%N/A1.095%
5/8/2025Allianz Investment Management U.S. LLC605,632$14.39M0.8%N/A71.251%
5/2/2025Transcendent Capital Group LLC11,408$277K0.2%N/A1.342%


SPBU Institutional Ownership - Frequently Asked Questions

During the previous two years, 32 institutional investors and hedge funds held shares of AllianzIM Buffer15 Uncapped Allocation ETF. The most heavily invested institutionals were Savant Capital LLC ($20.36M), Transcendent Capital Group LLC ($16.13M), Commonwealth Equity Services LLC ($7.41M), Allianz Investment Management U.S. LLC ($6.39M), Advisory Services Network LLC ($5.73M), Cetera Investment Advisers ($5.62M), and Core Wealth Advisors Inc. ($5.02M).Learn more on AllianzIM Buffer15 Uncapped Allocation ETF's institutional investors.

Of the 32 institutional investors that purchased AllianzIM Buffer15 Uncapped Allocation ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Savant Capital LLC ($723.26K), Allianz Investment Management U.S. LLC ($605.63K), Transcendent Capital Group LLC ($572.84K), Advisory Services Network LLC ($195.66K), Cetera Investment Advisers ($176.24K), Patriot Financial Group Insurance Agency LLC ($170.90K), and Allianz SE ($153.13K).

Institutional investors have bought a total of 2,710,992 shares in the last 24 months. This purchase volume represents approximately $75.03M in transactions.

The following institutional investors have sold AllianzIM Buffer15 Uncapped Allocation ETF stock in the last 24 months: Allianz Investment Management U.S. LLC ($375K), Stephens Inc. AR ($9.51K), Patriot Financial Group Insurance Agency LLC ($3.31K), and CGN Advisors LLC ($418.00).

Institutional investors have sold a total of 388,240 shares in the last 24 months. This volume of shares sold represents approximately $10.64M in transactions.


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This page (NYSEARCA:SPBU) was last updated on 7/5/2026 by MarketBeat.com Staff.
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