AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW)
ETF ยท Cboe BZX
AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) is an exchange-traded fund listed on Cboe BZX, where it has traded since September 30, 2020.
- Type
- Exchange-traded fund
- Listed On
- Cboe BZX
- Listed Since
- September 30, 2020
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 82 institutions reported holding OCTW, with 7.0 million shares worth $286.0 million in aggregate. The largest reported holder was Lpl Financial, with 2.2 million shares worth $90.5 million. Of the 5 largest holders listed below, 2 added shares and 3 reduced their positions during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Lpl Financial | 2,212,139 | $90M | Reduced 2.49% |
| Commonwealth Equity Services | 1,140,163 | $47M | Reduced 1.16% |
| Raymond James Financial | 508,418 | $21M | Added 8.75% |
| Envestnet Asset Management | 249,190 | $10M | Added 27.83% |
| Kestra Advisory Services | 230,127 | $9M | Reduced 5.75% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is OCTW?
AllianzIM U.S. Equity Buffer20 Oct ETF (OCTW) is an exchange-traded fund listed on Cboe BZX, where it has traded since September 30, 2020.
Who are the largest institutional holders of OCTW?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of OCTW were Lpl Financial, Commonwealth Equity Services and Raymond James Financial.
How many institutions own OCTW?
82 institutions reported a position in OCTW for the quarter ended June 30, 2026, worth $286.0 million in total.
Did institutions buy or sell OCTW last quarter?
Of the 5 largest reported holders, 2 added shares and 3 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for OCTW.
Every reported institutional holder, plus insider and congressional trades in OCTW, on SentiSense.