ALLIANZIM US LC BUFFER20 OCT (OCTW) Institutional Ownership Changes & 13F Activity

ALLIANZIM US LC BUFFER20 OCT (OCTW). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Advyzon Investment Management, Llc, Mml Investors Services, Llc, Lpl Financial Llc, Csenge Advisory Group, and Raymond James Financial Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+4,892—4,892$200.13KQ2 2026Sep 02, 2026
Archer Investment CorpBuy+140—140$5.73KQ2 2026Aug 19, 2026
Centaurus Financial, Inc.Sell-1,439-0.7%216,813$8.87MQ2 2026Aug 17, 2026
Advyzon Investment Management, LlcBuy+76,165+58.1%207,260$8.48MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+40,928+8.8%508,418$20.80MQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Buy+39,287+85.0%85,533$3.50MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+30,580+340.7%39,556$1.62MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+20,776—20,776$849.95KQ2 2026Aug 14, 2026
World Investment AdvisorsBuy+8,116+10.1%88,691$3.63MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-7,559-3.8%189,674$7.76MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+68+0.5%13,222$540.91KQ2 2026Aug 14, 2026
Panoramic Investment Advisors, LlcBuy+7,500—7,500$306.82KQ2 2026Aug 13, 2026
Taylor Securities Services, Inc.Sell-403-3.8%10,150$415.24KQ2 2026Aug 13, 2026
Creativeone Wealth, LlcBuy+27+0.4%6,773$277.08KQ2 2026Aug 13, 2026
Summit Financial, LlcBuy+25,940—25,940$1.06MQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-12,305-6.2%184,697$7.56MQ2 2026Aug 12, 2026
Harbour Investments, Inc.Sell-8,715-18.8%37,749$1.54MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+99—99$4.04KQ2 2026Aug 12, 2026
Compass Advisory Group LlcSell-1,473-2.2%66,115$2.70MQ2 2026Aug 11, 2026
Rothschild Wealth LlcSell-779-13.5%4,993$204.26KQ2 2026Aug 11, 2026
Csenge Advisory GroupSell-42,420-83.1%8,631$353.09KQ2 2026Aug 10, 2026
Allianz SeBuy+30,785+22.6%167,279$6.84MQ2 2026Aug 10, 2026
Diversify Advisory Services, LlcBuy+17,912—17,912$734.57KQ2 2026Aug 10, 2026
Westshore Wealth, LlcBuy+14,508—14,508$593.52KQ2 2026Aug 10, 2026
Moors & Cabot, Inc.Sell-250-4.5%5,330$218.05KQ2 2026Aug 10, 2026
Mml Investors Services, LlcBuy+74,665+565.5%87,868$3.59MQ2 2026Aug 07, 2026
Lpl Financial LlcSell-56,418-2.5%2,212,139$90.50MQ2 2026Aug 07, 2026
Guardian Capital, LlcBuy+37,128+37.3%136,626$5.59MQ2 2026Aug 07, 2026
Lloyd Advisory Services, Llc.Sell-21,947-93.9%1,430$58.50KQ2 2026Aug 07, 2026
Tounjian Advisory Partners, LlcBuy+1,007—1,007$41.20KQ2 2026Aug 07, 2026
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Frequently asked questions about OCTW activity

  • Which institutional owners are buying OCTW?

    Institutional owners buying OCTW include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in OCTW activity?

    "Buy" means an investor increased their reported position in OCTW compared to the prior reporting period. This reflects growing exposure to ALLIANZIM US LC BUFFER20 OCT (OCTW) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in OCTW increasing?

    Institutional interest in OCTW can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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