OCTW Institutional Ownership & Shareholders
ALLIANZIM US LC BUFFER20 OCT (OCTW) is currently held by 76 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $274.10M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of OCTW tracked by InsiderSet, reporting ownership valued at approximately $90.50M in its June 30, 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 $92.84M, representing an estimated gain of +2.59% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed OCTW value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Commonwealth Equity Services, Llc, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in ALLIANZIM US LC BUFFER20 OCT (OCTW).
This page ranks the largest institutional OCTW 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
76
Total Reported Value
$274.10M
Largest Holder
Lpl Financial Llc
Largest Position
$90.50M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
112
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.02% | 2,212,139 | $90,498,606 | $92,843,474 | +$2,344,868 | +2.59% | |
| Commonwealth Equity Services, Llc | 0.05% | 985,178 | $41,387,338 | $41,347,921 | -$39,417 | -0.10% | |
| Raymond James Financial Inc | 0.01% | 508,418 | $20,799,380 | $21,338,303 | +$538,923 | +2.59% | |
| Envestnet Asset Management Inc | 0.00% | 249,190 | $10,194,363 | $10,458,504 | +$264,141 | +2.59% | |
| Centaurus Financial, Inc. | 0.35% | 216,813 | $8,870,000 | $9,099,642 | +$229,642 | +2.59% | |
| Kestra Advisory Services, Llc | 0.02% | 209,014 | $8,780,678 | $8,772,318 | -$8,360 | -0.10% | |
| Advyzon Investment Management, Llc | 0.62% | 207,260 | $8,479,007 | $8,698,702 | +$219,695 | +2.59% | |
| Osaic Holdings, Inc. | 0.01% | 189,674 | $7,759,470 | $7,960,618 | +$201,148 | +2.59% | |
| Cetera Investment Advisers | 0.01% | 184,697 | $7,555,954 | $7,751,733 | +$195,779 | +2.59% | |
| Allianz Se | 0.07% | 167,279 | $6,843,384 | $7,020,700 | +$177,316 | +2.59% | |
| Guardian Capital, Llc | 4.57% | 136,626 | $5,589,370 | $5,734,193 | +$144,823 | +2.59% | |
| Forty-Three Eighteen Advisors, Llc | 3.22% | 117,113 | $4,791,093 | $4,915,233 | +$124,140 | +2.59% | |
| World Investment Advisors | 0.06% | 88,691 | $3,628,349 | $3,722,361 | +$94,012 | +2.59% | |
| Mml Investors Services, Llc | 0.01% | 87,868 | $3,594,659 | $3,687,820 | +$93,161 | +2.59% | |
| Ausdal Financial Partners, Inc. | 0.14% | 85,533 | $3,499,155 | $3,589,820 | +$90,665 | +2.59% | |
| Blue Bell Private Wealth Management, Llc | 0.38% | 75,944 | $3,190,407 | $3,187,370 | -$3,037 | -0.10% | |
| Elevation Wealth Management Llc | 1.95% | 68,745 | $2,887,978 | $2,885,228 | -$2,750 | -0.10% | |
| Concurrent Investment Advisors, Llc | 0.02% | 64,417 | $2,706,162 | $2,703,581 | -$2,581 | -0.10% | |
| Compass Advisory Group Llc | 0.64% | 66,115 | $2,704,765 | $2,774,847 | +$70,082 | +2.59% | |
| Spire Wealth Management | 0.08% | 61,506 | $2,583,867 | $2,581,407 | -$2,460 | -0.10% | |
| Elevated Capital Advisors, Llc | 0.69% | 61,179 | $2,502,833 | $2,567,683 | +$64,850 | +2.59% | |
| Long Island Wealth Management, Inc. | 0.81% | 49,315 | $2,071,723 | $2,069,751 | -$1,972 | -0.10% | |
| Susquehanna International Group, Llp | 0.00% | 39,556 | $1,618,236 | $1,660,165 | +$41,929 | +2.59% | |
| Harbour Investments, Inc. | 0.02% | 37,749 | $1,544,312 | $1,584,326 | +$40,014 | +2.59% | |
| Secured Retirement Advisors, Llc | 0.59% | 28,320 | $1,158,571 | $1,188,590 | +$30,019 | +2.59% | |
| Summit Financial, Llc | 0.01% | 25,940 | $1,061,205 | $1,088,702 | +$27,497 | +2.59% | |
| Bip Wealth, Llc | 0.02% | 21,665 | $910,147 | $909,280 | -$867 | -0.10% | |
| Strategic Blueprint, Llc | 0.04% | 20,977 | $881,244 | $880,405 | -$839 | -0.10% | |
| Ifg Advisory, Llc | 0.03% | 20,776 | $849,945 | $871,969 | +$22,024 | +2.59% | |
| Castle Rock Wealth Management, Llc | 0.16% | 19,771 | $837,648 | $829,789 | -$7,859 | -0.94% | |
| Midwest Financial Network, Llc | 0.54% | 18,883 | $793,264 | $792,520 | -$744 | -0.09% | |
| Diversify Advisory Services, Llc | 0.01% | 17,912 | $756,621 | $751,767 | -$4,854 | -0.64% | |
| Diversify Wealth Management, Llc | 0.01% | 17,912 | $756,621 | $751,767 | -$4,854 | -0.64% | |
| Nations Financial Group Inc | 0.03% | 17,090 | $699,172 | $717,267 | +$18,095 | +2.59% | |
| Focus Financial Network, Inc. | 0.02% | 14,240 | $598,222 | $597,653 | -$569 | -0.10% | |
| Westshore Wealth, Llc | 0.18% | 14,508 | $593,522 | $608,901 | +$15,379 | +2.59% | |
| Independent Financial Group, Llc | 0.01% | 13,424 | $563,943 | $563,405 | -$538 | -0.10% | |
| Old Mission Capital Llc | 0.01% | 13,222 | $540,912 | $554,927 | +$14,015 | +2.59% | |
| Ifp Advisors, Inc | 0.01% | 12,536 | $526,637 | $526,136 | -$501 | -0.10% | |
| Certified Advisory Corp | 0.04% | 12,465 | $523,642 | $523,156 | -$486 | -0.09% | |
| Pfg Advisors | 0.03% | 11,983 | $503,406 | $502,927 | -$479 | -0.10% | |
| Gts Financial, Llc | 0.34% | 12,486 | $462,125 | $524,037 | +$61,912 | +13.40% | |
| Stirlingshire Investments, Inc. | 0.31% | 10,198 | $417,200 | $428,010 | +$10,810 | +2.59% | |
| Hb Wealth Management, Llc | 0.00% | 9,908 | $416,235 | $415,839 | -$396 | -0.10% | |
| Freegulliver Llc | 0.14% | 9,938 | $406,564 | $417,098 | +$10,534 | +2.59% | |
| Bcgm Wealth Management, Llc | 0.08% | 9,715 | $397,441 | $407,739 | +$10,298 | +2.59% | |
| First Heartland Consultants, Inc. | 0.02% | 8,485 | $356,455 | $356,115 | -$340 | -0.10% | |
| Csenge Advisory Group | 0.01% | 8,631 | $353,094 | $362,243 | +$9,149 | +2.59% | |
| Dhjj Financial Advisors, Ltd. | 0.10% | 8,205 | $344,693 | $344,364 | -$329 | -0.10% | |
| Jim Saulnier & Associates, Llc | 0.13% | 8,140 | $333,007 | $341,636 | +$8,629 | +2.59% |
Frequently asked questions about OCTW
Who are the largest institutional holders of OCTW?
The largest institutional holders of OCTW reported in the latest SEC Form 13F filings include Lpl Financial Llc, Commonwealth Equity Services, Llc, Raymond James Financial Inc, Envestnet Asset Management Inc, and Centaurus Financial, Inc.. InsiderSet ranks institutional holders by their latest reported OCTW position.
What is OCTW institutional ownership?
This page tracks OCTW positions reported by institutional investment managers through SEC Form 13F. ALLIANZIM US LC BUFFER20 OCT (OCTW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own OCTW?
InsiderSet currently tracks 76 institutional managers reporting OCTW holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of OCTW shareholders.
How much OCTW stock do institutions own?
Institutional investment managers disclosed approximately $274.10M in OCTW holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was OCTW institutional ownership last updated?
The latest OCTW institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional OCTW holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its OCTW position after the reporting date.
Are institutions buying or selling OCTW?
Institutional buying and selling can be analyzed by comparing OCTW positions across consecutive 13F reporting periods. InsiderSet's OCTW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View OCTW ownership changes.
How has OCTW institutional ownership changed over time?
InsiderSet tracks OCTW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.