ALLIANZIM US LC BUFFER20 OCT (OCTW) Institutional Shareholders
ALLIANZIM US LC BUFFER20 OCT (OCTW) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $268.31M in OCTW holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of OCTW tracked by InsiderSet, reporting ownership valued at approximately $87.27M 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 $93.83M, representing an estimated gain of +7.51% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% 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
82
Total Reported Value
$268.31M
Largest Holder
Lpl Financial Llc
Largest Position
$87.27M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
105
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% | 2,268,557 | $87,271,388 | $93,827,518 | +$6,556,130 | +7.51% | |
| Commonwealth Equity Services, Llc | 0.06% | 1,140,163 | $46,644,060 | $47,157,142 | +$513,082 | +1.10% | |
| Raymond James Financial Inc | 0.01% | 467,490 | $17,984,340 | $19,335,386 | +$1,351,046 | +7.51% | |
| Envestnet Asset Management Inc | 0.00% | 249,190 | $10,194,363 | $10,306,498 | +$112,135 | +1.10% | |
| Kestra Advisory Services, Llc | 0.03% | 230,127 | $9,414,496 | $9,518,053 | +$103,557 | +1.10% | |
| Osaic Holdings, Inc. | 0.01% | 197,233 | $7,587,458 | $8,157,557 | +$570,099 | +7.51% | |
| Cetera Investment Advisers | 0.01% | 197,002 | $7,578,667 | $8,148,003 | +$569,336 | +7.51% | |
| Allianz Se | 0.06% | 136,494 | $5,250,924 | $5,645,392 | +$394,468 | +7.51% | |
| Advyzon Investment Management, Llc | 0.45% | 131,095 | $5,043,225 | $5,422,089 | +$378,864 | +7.51% | |
| Forty-Three Eighteen Advisors, Llc | 3.22% | 117,113 | $4,791,093 | $4,843,794 | +$52,701 | +1.10% | |
| Howard Bailey Securities, Llc | 1.90% | 120,245 | $4,625,824 | $4,973,333 | +$347,509 | +7.51% | |
| Guardian Capital, Llc | 3.66% | 99,498 | $3,827,688 | $4,115,237 | +$287,549 | +7.51% | |
| Integrated Wealth Management | 4.33% | 98,059 | $3,772,330 | $4,055,720 | +$283,390 | +7.51% | |
| Blue Bell Private Wealth Management, Llc | 0.51% | 92,260 | $3,549,242 | $3,815,874 | +$266,632 | +7.51% | |
| World Investment Advisors | 0.05% | 80,575 | $3,099,720 | $3,332,582 | +$232,862 | +7.51% | |
| Spire Wealth Management | 0.09% | 75,586 | $3,092,223 | $3,126,237 | +$34,014 | +1.10% | |
| Elevation Wealth Management Llc | 2.11% | 68,745 | $2,812,358 | $2,843,293 | +$30,935 | +1.10% | |
| Compass Advisory Group Llc | 0.70% | 67,588 | $2,600,110 | $2,795,440 | +$195,330 | +7.51% | |
| Elevated Capital Advisors, Llc | 0.69% | 61,179 | $2,502,833 | $2,530,363 | +$27,530 | +1.10% | |
| Long Island Wealth Management, Inc. | 1.08% | 60,525 | $2,328,397 | $2,503,314 | +$174,917 | +7.51% | |
| Pfg Advisors | 0.11% | 51,697 | $2,114,924 | $2,138,188 | +$23,264 | +1.10% | |
| Csenge Advisory Group | 0.09% | 51,051 | $1,963,932 | $2,111,469 | +$147,537 | +7.51% | |
| Smart Wealth Llc | 0.54% | 47,946 | $1,844,483 | $1,983,047 | +$138,564 | +7.51% | |
| Harbour Investments, Inc. | 0.03% | 46,464 | $1,787,470 | $1,921,751 | +$134,281 | +7.51% | |
| Fsa Advisors, Inc. | 1.17% | 46,294 | $1,780,930 | $1,914,720 | +$133,790 | +7.51% | |
| Ausdal Financial Partners, Inc. | 0.08% | 46,246 | $1,779,084 | $1,912,735 | +$133,651 | +7.51% | |
| Modern Wealth Management, Llc | 0.02% | 32,758 | $1,265,460 | $1,354,871 | +$89,411 | +7.07% | |
| Secured Retirement Advisors, Llc | 0.59% | 28,320 | $1,158,571 | $1,171,315 | +$12,744 | +1.10% | |
| Jane Street Group, Llc | 0.00% | 29,466 | $1,133,557 | $1,218,714 | +$85,157 | +7.51% | |
| Bip Wealth, Llc | 0.03% | 22,310 | $912,702 | $922,742 | +$10,040 | +1.10% | |
| Kingdom Financial Group Llc. | 0.26% | 23,377 | $899,313 | $966,873 | +$67,560 | +7.51% | |
| Lloyd Advisory Services, Llc. | 0.26% | 23,377 | $899,313 | $966,873 | +$67,560 | +7.51% | |
| Midwest Financial Network, Llc | 0.61% | 21,705 | $887,968 | $897,719 | +$9,751 | +1.10% | |
| Strategic Blueprint, Llc | 0.04% | 20,977 | $858,169 | $867,609 | +$9,440 | +1.10% | |
| Blackston Financial Advisory Group, Llc | 0.52% | 21,537 | $828,528 | $890,770 | +$62,242 | +7.51% | |
| Authentikos Wealth Advisory, Llc | 0.55% | 21,249 | $817,449 | $878,859 | +$61,410 | +7.51% | |
| Castle Rock Wealth Management, Llc | 0.16% | 19,771 | $809,029 | $817,729 | +$8,700 | +1.08% | |
| Diversify Wealth Management, Llc | 0.01% | 17,912 | $734,571 | $740,840 | +$6,269 | +0.85% | |
| Nations Financial Group Inc | 0.03% | 17,090 | $699,172 | $706,842 | +$7,670 | +1.10% | |
| Focus Financial Network, Inc. | 0.02% | 14,462 | $591,640 | $598,148 | +$6,508 | +1.10% | |
| Certified Advisory Corp | 0.05% | 14,003 | $572,850 | $579,164 | +$6,314 | +1.10% | |
| Independent Financial Group, Llc | 0.01% | 13,424 | $549,176 | $555,217 | +$6,041 | +1.10% | |
| Mml Investors Services, Llc | 0.00% | 13,203 | $507,900 | $546,076 | +$38,176 | +7.52% | |
| Old Mission Capital Llc | 0.01% | 13,154 | $506,034 | $544,049 | +$38,015 | +7.51% | |
| Gts Financial, Llc | 0.35% | 12,486 | $438,526 | $516,421 | +$77,895 | +17.76% | |
| Stirlingshire Investments, Inc. | 0.31% | 10,198 | $417,200 | $421,789 | +$4,589 | +1.10% | |
| Foundations Investment Advisors, Llc | 0.01% | 10,590 | $407,397 | $438,002 | +$30,605 | +7.51% | |
| Ifp Advisors, Inc | 0.01% | 9,948 | $406,973 | $411,449 | +$4,476 | +1.10% | |
| Taylor Securities Services, Inc. | 0.19% | 10,553 | $405,974 | $436,472 | +$30,498 | +7.51% | |
| Hb Wealth Management, Llc | 0.00% | 9,908 | $405,336 | $409,795 | +$4,459 | +1.10% |
Frequently asked questions about OCTW
Who owns the most OCTW stock?
The largest holders of OCTW 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 BUFFER20 OCT (OCTW).
Is OCTW widely held by superinvestors?
Many widely followed stocks like OCTW appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly OCTW 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.