ALLIANZIM US LC BUFFER20 OCT (OCTW) Institutional Ownership and Insiders Activity
ALLIANZIM US LC BUFFER20 OCT (OCTW) is widely held by institutional investors, with 77 firms reporting positions valued at approximately $280.75M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is the largest disclosed holder, reporting approximately $90.50M in OCTW holdings in its latest filing.
Institutional Holders
77
Total Reported Value
$280.75M
Largest Holder
Lpl Financial Llc
Largest Position
$90.50M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
10
Funds Exiting Positions
30
Top Institutional Owners
View allInvestorReported Balance
- Lpl Financial Llc$90.50M
- Commonwealth Equity Services, Llc$46.64M
- Raymond James Financial Inc$20.80M
- Envestnet Asset Management Inc$10.19M
- Kestra Advisory Services, Llc$9.41M