ALLIANZIM US LC BUFFER20 SEP (SEPW) Institutional Shareholders
ALLIANZIM US LC BUFFER20 SEP (SEPW) 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 $162.74M in SEPW holdings during the latest filing period.
Ae Wealth Management Llc is currently the largest disclosed institutional shareholder of SEPW tracked by InsiderSet, reporting ownership valued at approximately $69.21M 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 $73.85M, representing an estimated gain of +6.70% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed SEPW value among the investors covered in this analysis. Major shareholders include Ae Wealth Management Llc, Commonwealth Equity Services, Llc, Authentikos Wealth Advisory, Llc, 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
$162.74M
Largest Holder
Ae Wealth Management Llc
Largest Position
$69.21M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
68
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ae Wealth Management Llc | 0.37% | 2,191,080 | $69,213,159 | $73,850,351 | +$4,637,192 | +6.70% | |
| Commonwealth Equity Services, Llc | 0.02% | 547,933 | $17,308,430 | $18,468,082 | +$1,159,652 | +6.70% | |
| Authentikos Wealth Advisory, Llc | 4.95% | 232,044 | $7,329,945 | $7,821,043 | +$491,098 | +6.70% | |
| Pom Investment Strategies, Llc | 8.19% | 208,741 | $6,593,836 | $7,035,615 | +$441,779 | +6.70% | |
| Osaic Holdings, Inc. | 0.01% | 183,800 | $5,806,091 | $6,194,979 | +$388,888 | +6.70% | |
| Allianz Se | 0.06% | 166,299 | $5,253,153 | $5,605,108 | +$351,955 | +6.70% | |
| American Asset Management Inc. | 3.64% | 133,512 | $4,458,326 | $4,500,022 | +$41,696 | +0.94% | |
| Elevated Capital Advisors, Llc | 1.09% | 136,529 | $4,312,760 | $4,601,710 | +$288,950 | +6.70% | |
| Raymond James Financial Inc | 0.00% | 136,464 | $4,310,706 | $4,599,519 | +$288,813 | +6.70% | |
| Outlook Wealth Advisors, Llc | 0.90% | 117,474 | $3,710,839 | $3,959,461 | +$248,622 | +6.70% | |
| Howard Bailey Securities, Llc | 1.49% | 114,520 | $3,617,527 | $3,859,897 | +$242,370 | +6.70% | |
| Lpl Financial Llc | 0.00% | 101,626 | $3,210,223 | $3,425,304 | +$215,081 | +6.70% | |
| Integrated Wealth Management | 3.62% | 99,931 | $3,156,680 | $3,368,174 | +$211,494 | +6.70% | |
| Spire Wealth Management | 0.08% | 74,772 | $2,496,638 | $2,520,190 | +$23,552 | +0.94% | |
| Great Lakes Retirement, Inc. | 0.22% | 66,603 | $2,103,896 | $2,244,854 | +$140,958 | +6.70% | |
| Kestra Advisory Services, Llc | 0.01% | 57,449 | $1,918,377 | $1,936,319 | +$17,942 | +0.94% | |
| Cetera Investment Advisers | 0.00% | 56,056 | $1,770,731 | $1,889,367 | +$118,636 | +6.70% | |
| Smart Wealth Llc | 0.50% | 53,948 | $1,704,142 | $1,818,317 | +$114,175 | +6.70% | |
| Fsa Advisors, Inc. | 0.93% | 44,470 | $1,404,745 | $1,498,861 | +$94,116 | +6.70% | |
| Envestnet Asset Management Inc | 0.00% | 35,674 | $1,126,892 | $1,202,392 | +$75,500 | +6.70% | |
| Focus Financial Network, Inc. | 0.03% | 28,173 | $940,773 | $949,571 | +$8,798 | +0.94% | |
| World Investment Advisors | 0.01% | 27,565 | $870,739 | $929,078 | +$58,339 | +6.70% | |
| Old Mission Capital Llc | 0.02% | 27,483 | $868,149 | $926,315 | +$58,166 | +6.70% | |
| Bcgm Wealth Management, Llc | 0.20% | 25,022 | $790,410 | $843,367 | +$52,957 | +6.70% | |
| Kingdom Financial Group Llc. | 0.22% | 24,228 | $765,329 | $816,605 | +$51,276 | +6.70% | |
| Lloyd Advisory Services, Llc. | 0.22% | 24,228 | $765,329 | $816,605 | +$51,276 | +6.70% | |
| Blackston Financial Advisory Group, Llc | 0.46% | 23,450 | $740,753 | $790,382 | +$49,629 | +6.70% | |
| Csenge Advisory Group | 0.03% | 21,751 | $687,084 | $733,117 | +$46,033 | +6.70% | |
| Joseph P. Lucia & Associates, Llc | 0.22% | 19,612 | $619,516 | $661,022 | +$41,506 | +6.70% | |
| Avidian Wealth Enterprises, Llc | 0.02% | 18,293 | $610,853 | $616,566 | +$5,713 | +0.94% | |
| Harbour Investments, Inc. | 0.01% | 18,605 | $587,706 | $627,082 | +$39,376 | +6.70% | |
| Mml Investors Services, Llc | 0.00% | 13,056 | $412,421 | $440,052 | +$27,631 | +6.70% | |
| First Heartland Consultants, Inc. | 0.02% | 10,944 | $365,450 | $368,868 | +$3,418 | +0.94% | |
| Creativeone Wealth, Llc | 0.01% | 10,749 | $339,546 | $362,295 | +$22,749 | +6.70% | |
| Concurrent Investment Advisors, Llc | 0.00% | 9,765 | $326,080 | $329,129 | +$3,049 | +0.94% | |
| Castle Rock Wealth Management, Llc | 0.06% | 8,666 | $289,661 | $292,088 | +$2,427 | +0.84% | |
| Merit Financial Group, Llc | 0.00% | 8,479 | $283,137 | $285,785 | +$2,648 | +0.94% | |
| Grantvest Financial Group Llc | 0.17% | 8,498 | $268,440 | $286,425 | +$17,985 | +6.70% | |
| Independent Financial Group, Llc | 0.00% | 7,921 | $264,504 | $266,977 | +$2,473 | +0.94% | |
| Citadel Advisors Llc | 0.00% | 8,115 | $256,341 | $273,516 | +$17,175 | +6.70% | |
| Pfg Advisors | 0.01% | 7,604 | $253,918 | $256,293 | +$2,375 | +0.94% | |
| Tagstone Capital, Inc. | 0.08% | 7,351 | $232,208 | $247,765 | +$15,557 | +6.70% | |
| Mosley Wealth Management | 0.04% | 3,802 | $126,959 | $128,146 | +$1,187 | +0.94% | |
| Barclays Plc | 0.00% | 2,864 | $90,470 | $96,531 | +$6,061 | +6.70% | |
| Nbc Securities, Inc. | 0.00% | 2,081 | $69,490 | $70,140 | +$650 | +0.94% | |
| Ifp Advisors, Inc | 0.00% | 885 | $29,553 | $29,829 | +$276 | +0.93% | |
| Arax Advisory Partners | 0.00% | 892 | $28,177 | $30,065 | +$1,888 | +6.70% | |
| St Germain D J Co Inc | 0.00% | 594 | $19,835 | $20,021 | +$186 | +0.94% | |
| Geneos Wealth Management Inc. | 0.00% | 482 | $15,226 | $16,246 | +$1,020 | +6.70% | |
| Creative Financial Designs Inc | 0.00% | 348 | $11,621 | $11,729 | +$108 | +0.93% |
Frequently asked questions about SEPW
Who owns the most SEPW stock?
The largest holders of SEPW 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 SEP (SEPW).
Is SEPW widely held by superinvestors?
Many widely followed stocks like SEPW appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SEPW 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.