Who owns SPBU?
AllianzIM Buffer15 Uncapped Allocation ETF · AllianzIM
45 institutions reported holding SPBU, worth $134.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SPBU
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Savant Capital, LLC | Rockford, IL | $36.8M | 1,216,249 | +210,979 shares |
| Transcendent Capital Group LLC | Edmond, OK | $19.1M | 632,250 | +13,394 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $8.0M | 263,974 | −4,492 shares |
| Optima Capital LLC | Portland, OR | $7.9M | 261,390 | +8,648 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $7.6M | 252,150 | −87,699 shares |
| Cetera Investment Advisers | Schaumburg, IL | $7.4M | 245,920 | +38,920 shares |
| Advisory Services Network, LLC | Atlanta, GA | $6.1M | 203,241 | −964 shares |
| Core Wealth Advisors, Inc. | Lakeland, FL | $6.0M | 197,846 | +13,080 shares |
| Harbour Investments, Inc. | Madison, WI | $5.8M | 191,804 | +14,943 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $4.7M | 154,571 | +29,068 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 SPBU?
45 institutional managers reported holding SPBU in Form 13F filings for June 30, 2026, worth $134.5M in total. The largest reported position was held by Savant Capital, LLC, at $36.8M.
Did institutions buy or sell SPBU last quarter?
Reported 13F value rose 21.9% from March 31, 2026, which includes price moves as well as buying and selling. 12 firms reported a new position and 4 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 SPBU 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.