Who owns OCTW?
AllianzIM U.S. Equity Buffer20 ETF - Oct · AllianzIM
82 institutions reported holding OCTW, worth $287.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of OCTW
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $90.5M | 2,212,139 | −56,418 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $46.6M | 1,140,163 | −13,417 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $20.8M | 508,418 | +40,928 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $10.2M | 249,190 | +54,252 shares |
| Kestra Advisory Services, LLC | Austin, TX | $9.4M | 230,127 | −14,028 shares |
| Centaurus Financial, Inc. | Anaheim, CA | $8.9M | 216,813 | −1,439 shares |
| Advyzon Investment Management, LLC | Lisle, IL | $8.5M | 207,260 | +76,165 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $7.8M | 189,674 | −7,559 shares |
| Cetera Investment Advisers | Schaumburg, IL | $7.6M | 184,697 | −12,305 shares |
| Allianz SE | Munich, Germany | $6.8M | 167,279 | +30,785 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns OCTW?
82 institutional managers reported holding OCTW in Form 13F filings for June 30, 2026, worth $287.8M in total. The largest reported position was held by LPL Financial LLC, at $90.5M.
Did institutions buy or sell OCTW last quarter?
Reported 13F value fell 30.3% from March 31, 2026, which includes price moves as well as buying and selling. 13 firms reported a new position and 29 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is OCTW ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.