ALLIANZIM US LC BUFFER10 OCT (OCTT) Top Institutional Shareholders
ALLIANZIM US LC BUFFER10 OCT (OCTT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $36.09M in OCTT holdings during the latest filing period.
Rothschild Wealth Llc is currently the largest disclosed institutional shareholder of OCTT tracked by InsiderSet, reporting ownership valued at approximately $4.76M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $5.20M, representing an estimated gain of +9.28% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed OCTT value among the investors covered in this analysis. Major shareholders include Rothschild Wealth Llc, Osaic Holdings, Inc., Commonwealth Equity Services, Llc, and several other long-term asset managers with concentrated positions in ALLIANZIM US LC BUFFER10 OCT (OCTT).
This page ranks the largest institutional OCTT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
30
Total Reported Value
$36.09M
Largest Holder
Rothschild Wealth Llc
Largest Position
$4.76M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
35
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Rothschild Wealth Llc | 0.43% | 112,520 | $4,761,925 | $5,203,780 | +$441,855 | +9.28% | |
| Osaic Holdings, Inc. | 0.01% | 107,725 | $4,558,862 | $4,982,023 | +$423,161 | +9.28% | |
| Commonwealth Equity Services, Llc | 0.01% | 95,956 | $4,060,910 | $4,437,735 | +$376,825 | +9.28% | |
| Modern Wealth Management, Llc | 0.07% | 89,147 | $3,796,165 | $4,122,835 | +$326,670 | +8.61% | |
| Cetera Investment Advisers | 0.00% | 83,681 | $3,541,438 | $3,870,045 | +$328,607 | +9.28% | |
| Raymond James Financial Inc | 0.00% | 83,334 | $3,526,753 | $3,853,997 | +$327,244 | +9.28% | |
| Lpl Financial Llc | 0.00% | 72,285 | $3,059,152 | $3,343,008 | +$283,856 | +9.28% | |
| Blue Bell Private Wealth Management, Llc | 0.22% | 36,175 | $1,530,951 | $1,673,007 | +$142,056 | +9.28% | |
| Old Mission Capital Llc | 0.02% | 20,366 | $861,903 | $941,879 | +$79,976 | +9.28% | |
| Mml Investors Services, Llc | 0.00% | 20,359 | $861,586 | $941,555 | +$79,969 | +9.28% | |
| Sanctuary Advisors, Llc | 0.00% | 15,023 | $635,784 | $694,778 | +$58,994 | +9.28% | |
| Susquehanna International Group, Llp | 0.00% | 14,940 | $632,271 | $690,939 | +$58,668 | +9.28% | |
| Patriot Financial Group Insurance Agency, Llc | 0.03% | 12,772 | $540,520 | $590,674 | +$50,154 | +9.28% | |
| Bleakley Financial Group, Llc | 0.01% | 12,310 | $520,968 | $569,308 | +$48,340 | +9.28% | |
| Navis Wealth Advisors, Llc | 0.25% | 11,381 | $481,652 | $526,344 | +$44,692 | +9.28% | |
| Harbour Investments, Inc. | 0.01% | 10,046 | $425,154 | $464,603 | +$39,449 | +9.28% | |
| Strategic Blueprint, Llc | 0.02% | 8,465 | $358,245 | $391,486 | +$33,241 | +9.28% | |
| Focus Financial Network, Inc. | 0.01% | 7,715 | $326,504 | $356,800 | +$30,296 | +9.28% | |
| Mayflower Financial Advisors, Llc | 0.03% | 5,941 | $251,427 | $274,757 | +$23,330 | +9.28% | |
| Spire Wealth Management | 0.01% | 5,705 | $241,440 | $263,843 | +$22,403 | +9.28% | |
| Nations Financial Group Inc | 0.01% | 5,439 | $230,182 | $251,541 | +$21,359 | +9.28% | |
| Envestnet Asset Management Inc | 0.00% | 5,089 | $215,370 | $235,354 | +$19,984 | +9.28% | |
| Allianz Se | 0.00% | 5,000 | $211,604 | $231,238 | +$19,634 | +9.28% | |
| Ae Wealth Management Llc | 0.00% | 4,252 | $179,948 | $196,645 | +$16,697 | +9.28% | |
| Barclays Plc | 0.00% | 2,721 | $115,155 | $125,840 | +$10,685 | +9.28% | |
| Advisornet Financial, Inc | 0.00% | 1,995 | $84,430 | $92,264 | +$7,834 | +9.28% | |
| Creative Financial Designs Inc | 0.00% | 900 | $38,089 | $41,623 | +$3,534 | +9.28% | |
| Nbc Securities, Inc. | 0.00% | 633 | $26,789 | $29,275 | +$2,486 | +9.28% | |
| Ifp Advisors, Inc | 0.00% | 156 | $6,602 | $7,215 | +$613 | +9.28% | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 93,036 | $3,937 | $4,302,692 | +$4,298,755 | +109188.59% |
Frequently asked questions about OCTT
Who owns the most OCTT stock?
The largest holders of OCTT are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ALLIANZIM US LC BUFFER10 OCT (OCTT).
Is OCTT widely held by superinvestors?
Many widely followed stocks like OCTT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly OCTT is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.