13FBOX
ALLIANZIM U.S. EQUITY BUFFER20 OCT ETF · 13F Institutional Holdings
Options Calculator Rankings
A

ALLIANZIM U.S. EQUITY BUFFER20 OCT ETF

OCTU
Institutions
93
Combined AUM (Q2 2026)
$297.9M
Combined Shares (Q2 2026)
7.4M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+569,238
30 · 13 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-4.5M
69 · 30 Exit · ≈
⚖️ Net
-3.9M
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$297.9M
Institutions
93
New Buys
13
Adds
17
Reduces
39
Exits
30
Unchanged
24
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LPL Financial LLC
0.02%0.02%#48$90.5M2.2M$87.3M2.3M-56,418-2.49%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
0.06%0.06%#35$46.6M1.1M$44.4M1.2M-13,417-1.16%Reduce
RAYMOND JAMES FINANCIAL INC
0.01%0.01%#70$20.8M508,418$18.0M467,490+40,928+8.75%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#77$10.2M249,190$7.5M194,938+54,252+27.83%Add
Kestra Advisory Services, LLC
0.03%0.04%#41$9.4M230,127$9.4M244,155-14,028-5.75%Reduce
CENTAURUS FINANCIAL, INC.
0.34%0.4%#13$8.9M216,813$8.4M218,252-1,439-0.66%Reduce
Advyzon Investment Management, LLC
0.62%0.45%#8$8.5M207,260$5.0M131,095+76,165+58.10%Add
OSAIC HOLDINGS, INC.
0.01%0.01%#58$7.8M189,674$7.6M197,233-7,559-3.83%Reduce
Cetera Investment Advisers
0.01%0.01%#66$7.6M184,697$7.6M197,002-12,305-6.25%Reduce
ALLIANZ SE
0.07%0.06%#31$6.8M167,279$5.3M136,494+30,785+22.55%Add
STEPHENS INC /AR/
0.07%0.07%#32$6.3M206,007$5.8M208,551-2,544-1.22%Reduce
Guardian Capital, LLC
4.57%3.66%#1$5.6M136,626$3.8M99,498+37,128+37.32%Add
Forty-three Eighteen Advisors, LLC
3.22%3.4%#2$4.8M117,113$4.5M117,528-415-0.35%Reduce
World Investment Advisors
0.06%0.05%#34$3.6M88,691$3.1M80,575+8,116+10.07%Add
MML INVESTORS SERVICES, LLC
0.01%<0.01%#65$3.6M87,868$507,90013,203+74,665+565.52%Add
Ausdal Financial Partners, Inc.
0.14%0.08%#23$3.5M85,533$1.8M46,246+39,287+84.95%Add
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
0.43%0.51%#11$3.5M84,833$3.5M92,260-7,427-8.05%Reduce
Spire Wealth Management
0.09%0.1%#29$3.1M75,586$3.0M79,066-3,480-4.40%Reduce
Elevation Wealth Management LLC
2.1%2.45%#3$2.8M68,745$2.7M69,475-730-1.05%Reduce
Compass Advisory Group LLC
0.64%0.7%#6$2.7M66,115$2.6M67,588-1,473-2.18%Reduce
Elevated Capital Advisors, LLC
0.69%1.17%#5$2.5M61,179$4.6M120,829-59,650-49.37%Reduce
Long Island Wealth Management, Inc.
1.02%1.08%#4$2.5M60,525$2.3M60,52500.00%Unchanged
USA FINANCIAL FORMULAS
0.43%#12$2.4M77,505$00+77,505New Buy
PFG Advisors
0.11%0.1%#27$2.1M51,697$2.0M52,914-1,217-2.30%Reduce
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#73$1.9M45,558$1.8M46,378-820-1.77%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#85$1.6M39,556$345,3078,976+30,580+340.69%Add
HARBOUR INVESTMENTS, INC.
0.02%0.03%#46$1.5M37,749$1.8M46,464-8,715-18.76%Reduce
OneDigital Investment Advisors LLC
0.01%0.02%#56$1.3M44,028$1.8M63,853-19,825-31.05%Reduce
Savant Capital, LLC
<0.01%0.01%#74$1.3M43,259$1.2M43,25900.00%Unchanged
SECURED RETIREMENT ADVISORS, LLC
0.59%0.6%#10$1.2M28,320$1.1M27,443+877+3.20%Add
Summit Financial, LLC
0.01%#55$1.1M25,940$00+25,940New Buy
AE Wealth Management LLC
<0.01%0.46%#72$1.0M25,537$85.6M2.2M-2.2M-98.85%Reduce
BIP Wealth, LLC
0.03%0.04%#42$912,70222,310$898,19823,348-1,038-4.45%Reduce
Midwest Financial Network, LLC
0.61%0.77%#9$887,96821,705$964,38325,068-3,363-13.42%Reduce
Strategic Blueprint, LLC
0.04%0.05%#39$858,16920,977$806,98520,97700.00%Unchanged
Castle Rock Wealth Management, LLC
0.16%0.17%#19$809,02919,771$764,34719,77100.00%Unchanged
Arax Advisory Partners
0.01%0.01%#71$797,43026,214$426,61715,454+10,760+69.63%Add
Cypress Wealth Services, LLC
0.1%0.1%#28$775,52725,494$703,77725,49400.00%Unchanged
DIVERSIFY WEALTH MANAGEMENT, LLC
0.01%0.01%#60$734,57117,912$716,83817,91200.00%Unchanged
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
0.03%0.03%#40$699,17217,090$623,86816,217+873+5.38%Add
Regatta Research & Money Management
0.63%#7$664,87421,856$00+21,856New Buy
Westshore Wealth, LLC
0.18%0.2%#16$593,52214,508$558,12314,50800.00%Unchanged
Focus Financial Network, Inc.
0.02%0.02%#49$591,64014,462$554,58414,416+46+0.32%Add
Certified Advisory Corp
0.05%0.05%#38$572,85014,003$548,30114,253-250-1.75%Reduce
INDEPENDENT FINANCIAL GROUP, LLC
0.01%#57$549,17613,424$00+13,424New Buy
OLD MISSION CAPITAL LLC
0.01%0.01%#61$540,91213,222$506,03413,154+68+0.52%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#88$537,79517,679$1.1M29,466-11,787-40.00%Reduce
GTS FINANCIAL, LLC
0.34%0.35%#14$462,12512,486$438,52612,48600.00%Unchanged
NBZ Investment Advisors LLC
0.17%0.17%#18$423,50713,922$395,25714,318-396-2.77%Reduce
Stirlingshire Investments, Inc.
0.31%0.36%#15$417,20010,198$406,97410,579-381-3.60%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow