SEPW Institutional Ownership & Shareholders
ALLIANZIM US LC BUFFER20 SEP (SEPW) is currently held by 54 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $77.86M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Commonwealth Equity Services, Llc is currently the largest disclosed institutional shareholder of SEPW tracked by InsiderSet, reporting ownership valued at approximately $16.60M 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 $16.81M, representing an estimated gain of +1.25% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed SEPW value among the investors covered in this analysis. Major shareholders include Commonwealth Equity Services, Llc, Authentikos Wealth Advisory, Llc, Allianz Se, and several other long-term asset managers with concentrated positions in ALLIANZIM US LC BUFFER20 SEP (SEPW).
This page ranks the largest institutional SEPW 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
54
Total Reported Value
$77.86M
Largest Holder
Commonwealth Equity Services, Llc
Largest Position
$16.60M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
81
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Commonwealth Equity Services, Llc | 0.02% | 497,144 | $16,600,970 | $16,808,439 | +$207,469 | +1.25% | |
| Authentikos Wealth Advisory, Llc | 4.71% | 221,098 | $7,383,059 | $7,475,323 | +$92,264 | +1.25% | |
| Allianz Se | 0.07% | 203,946 | $6,810,308 | $6,895,414 | +$85,106 | +1.25% | |
| Osaic Holdings, Inc. | 0.01% | 165,998 | $5,542,733 | $5,612,392 | +$69,659 | +1.26% | |
| Raymond James Financial Inc | 0.00% | 134,460 | $4,489,982 | $4,546,093 | +$56,111 | +1.25% | |
| American Asset Management Inc. | 3.64% | 133,512 | $4,458,326 | $4,514,041 | +$55,715 | +1.25% | |
| Westshore Wealth, Llc | 1.33% | 128,649 | $4,295,937 | $4,349,623 | +$53,686 | +1.25% | |
| Lpl Financial Llc | 0.00% | 103,074 | $3,441,919 | $3,484,932 | +$43,013 | +1.25% | |
| Concurrent Investment Advisors, Llc | 0.02% | 96,424 | $3,266,845 | $3,260,095 | -$6,750 | -0.21% | |
| Spire Wealth Management | 0.09% | 87,267 | $2,956,606 | $2,950,497 | -$6,109 | -0.21% | |
| Elevated Capital Advisors, Llc | 0.64% | 69,936 | $2,335,352 | $2,364,536 | +$29,184 | +1.25% | |
| Susquehanna International Group, Llp | 0.00% | 65,590 | $2,190,228 | $2,217,598 | +$27,370 | +1.25% | |
| Kestra Advisory Services, Llc | 0.01% | 57,449 | $1,918,377 | $1,942,351 | +$23,974 | +1.25% | |
| Cetera Investment Advisers | 0.00% | 47,657 | $1,591,396 | $1,611,283 | +$19,887 | +1.25% | |
| Strategic Blueprint, Llc | 0.06% | 37,306 | $1,263,916 | $1,261,316 | -$2,600 | -0.21% | |
| Envestnet Asset Management Inc | 0.00% | 34,193 | $1,141,797 | $1,156,065 | +$14,268 | +1.25% | |
| Focus Financial Network, Inc. | 0.03% | 30,932 | $1,047,960 | $1,045,811 | -$2,149 | -0.21% | |
| Flagship Harbor Advisors, Llc | 0.04% | 29,500 | $999,460 | $997,395 | -$2,065 | -0.21% | |
| World Investment Advisors | 0.02% | 29,504 | $985,218 | $997,530 | +$12,312 | +1.25% | |
| Bcgm Wealth Management, Llc | 0.18% | 25,022 | $835,552 | $845,994 | +$10,442 | +1.25% | |
| Joseph P. Lucia & Associates, Llc | 0.23% | 23,415 | $793,302 | $791,661 | -$1,641 | -0.21% | |
| Ifg Advisory, Llc | 0.02% | 20,426 | $682,079 | $690,603 | +$8,524 | +1.25% | |
| Summit Financial, Llc | 0.01% | 19,450 | $649,488 | $657,605 | +$8,117 | +1.25% | |
| Centaurus Financial, Inc. | 0.03% | 19,278 | $644,000 | $651,789 | +$7,789 | +1.21% | |
| Avidian Wealth Enterprises, Llc | 0.02% | 18,293 | $619,767 | $618,486 | -$1,281 | -0.21% | |
| Old Mission Capital Llc | 0.01% | 17,575 | $586,876 | $594,211 | +$7,335 | +1.25% | |
| Harbour Investments, Inc. | 0.01% | 17,385 | $580,532 | $587,787 | +$7,255 | +1.25% | |
| Mml Investors Services, Llc | 0.00% | 13,056 | $435,975 | $441,423 | +$5,448 | +1.25% | |
| Hrt Financial Lp | 0.00% | 12,552 | $419,000 | $424,383 | +$5,383 | +1.28% | |
| First Heartland Consultants, Inc. | 0.03% | 12,130 | $410,964 | $410,115 | -$849 | -0.21% | |
| Creativeone Wealth, Llc | 0.01% | 10,749 | $358,938 | $363,424 | +$4,486 | +1.25% | |
| Castle Rock Wealth Management, Llc | 0.05% | 8,398 | $287,335 | $283,936 | -$3,399 | -1.18% | |
| Goldman Sachs Group Inc | 0.00% | 8,598 | $287,110 | $290,698 | +$3,588 | +1.25% | |
| Merit Financial Group, Llc | 0.00% | 8,479 | $283,137 | $286,675 | +$3,538 | +1.25% | |
| Independent Financial Group, Llc | 0.00% | 7,921 | $268,363 | $267,809 | -$554 | -0.21% | |
| Grantvest Financial Group Llc | 0.15% | 7,737 | $262,121 | $261,588 | -$533 | -0.20% | |
| Tagstone Capital, Inc. | 0.08% | 7,351 | $245,470 | $248,537 | +$3,067 | +1.25% | |
| Citadel Advisors Llc | 0.00% | 7,277 | $242,999 | $246,035 | +$3,036 | +1.25% | |
| Kintra Wealth, Llc | 0.01% | 5,920 | $200,155 | $200,155 | +$0 | +0.00% | |
| Lloyd Advisory Services, Llc. | 0.06% | 4,307 | $143,822 | $145,620 | +$1,798 | +1.25% | |
| Mosley Wealth Management | 0.03% | 3,442 | $117,338 | $116,374 | -$964 | -0.82% | |
| Nbc Securities, Inc. | 0.00% | 2,081 | $70,504 | $70,359 | -$145 | -0.21% | |
| Ifp Advisors, Inc | 0.00% | 976 | $33,067 | $32,999 | -$68 | -0.21% | |
| Arax Advisory Partners | 0.00% | 892 | $29,786 | $30,159 | +$373 | +1.25% | |
| Tounjian Advisory Partners, Llc | 0.01% | 703 | $23,475 | $23,768 | +$293 | +1.25% | |
| St Germain D J Co Inc | 0.00% | 594 | $19,835 | $20,083 | +$248 | +1.25% | |
| Geneos Wealth Management Inc. | 0.00% | 482 | $16,095 | $16,296 | +$201 | +1.25% | |
| Pom Investment Strategies, Llc | 0.01% | 456 | $15,449 | $15,417 | -$32 | -0.20% | |
| Creative Financial Designs Inc | 0.00% | 348 | $11,621 | $11,766 | +$145 | +1.25% | |
| Corecap Advisors, Llc | 0.00% | 91 | $3,083 | $3,077 | -$6 | -0.20% |
Frequently asked questions about SEPW
Who are the largest institutional holders of SEPW?
The largest institutional holders of SEPW reported in the latest SEC Form 13F filings include Commonwealth Equity Services, Llc, Authentikos Wealth Advisory, Llc, Allianz Se, Osaic Holdings, Inc., and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported SEPW position.
What is SEPW institutional ownership?
This page tracks SEPW positions reported by institutional investment managers through SEC Form 13F. ALLIANZIM US LC BUFFER20 SEP (SEPW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SEPW?
InsiderSet currently tracks 54 institutional managers reporting SEPW 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 SEPW shareholders.
How much SEPW stock do institutions own?
Institutional investment managers disclosed approximately $77.86M in SEPW holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SEPW institutional ownership last updated?
The latest SEPW 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 SEPW 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 SEPW position after the reporting date.
Are institutions buying or selling SEPW?
Institutional buying and selling can be analyzed by comparing SEPW positions across consecutive 13F reporting periods. InsiderSet's SEPW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SEPW ownership changes.
How has SEPW institutional ownership changed over time?
InsiderSet tracks SEPW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.