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 $76.56M in SEPW holdings during the latest filing period.
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 $16.83M, representing an estimated gain of +1.37% 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
49
Total Reported Value
$76.56M
Largest Holder
Commonwealth Equity Services, Llc
Largest Position
$16.60M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
75
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 | $16,828,324 | +$227,354 | +1.37% | |
| Authentikos Wealth Advisory, Llc | 4.71% | 221,098 | $7,383,059 | $7,484,167 | +$101,108 | +1.37% | |
| Allianz Se | 0.07% | 203,946 | $6,810,308 | $6,903,572 | +$93,264 | +1.37% | |
| Osaic Holdings, Inc. | 0.01% | 165,998 | $5,542,733 | $5,619,032 | +$76,299 | +1.38% | |
| Raymond James Financial Inc | 0.00% | 134,460 | $4,489,982 | $4,551,471 | +$61,489 | +1.37% | |
| American Asset Management Inc. | 3.64% | 133,512 | $4,458,326 | $4,519,381 | +$61,055 | +1.37% | |
| Westshore Wealth, Llc | 1.33% | 128,649 | $4,295,937 | $4,354,769 | +$58,832 | +1.37% | |
| Lpl Financial Llc | 0.00% | 103,074 | $3,441,919 | $3,489,055 | +$47,136 | +1.37% | |
| Spire Wealth Management | 0.08% | 74,772 | $2,496,638 | $2,531,032 | +$34,394 | +1.38% | |
| Elevated Capital Advisors, Llc | 0.64% | 69,936 | $2,335,352 | $2,367,334 | +$31,982 | +1.37% | |
| Susquehanna International Group, Llp | 0.00% | 65,590 | $2,190,228 | $2,220,222 | +$29,994 | +1.37% | |
| Kestra Advisory Services, Llc | 0.01% | 57,449 | $1,918,377 | $1,944,649 | +$26,272 | +1.37% | |
| Cetera Investment Advisers | 0.00% | 47,657 | $1,591,396 | $1,613,189 | +$21,793 | +1.37% | |
| Envestnet Asset Management Inc | 0.00% | 34,193 | $1,141,797 | $1,157,433 | +$15,636 | +1.37% | |
| World Investment Advisors | 0.02% | 29,504 | $985,218 | $998,710 | +$13,492 | +1.37% | |
| Focus Financial Network, Inc. | 0.03% | 28,173 | $940,773 | $953,656 | +$12,883 | +1.37% | |
| Bcgm Wealth Management, Llc | 0.18% | 25,022 | $835,552 | $846,995 | +$11,443 | +1.37% | |
| Ifg Advisory, Llc | 0.02% | 20,426 | $682,079 | $691,420 | +$9,341 | +1.37% | |
| Summit Financial, Llc | 0.01% | 19,450 | $649,488 | $658,383 | +$8,895 | +1.37% | |
| Joseph P. Lucia & Associates, Llc | 0.19% | 19,412 | $648,219 | $657,096 | +$8,877 | +1.37% | |
| Centaurus Financial, Inc. | 0.03% | 19,278 | $644,000 | $652,560 | +$8,560 | +1.33% | |
| Avidian Wealth Enterprises, Llc | 0.02% | 18,293 | $610,853 | $619,218 | +$8,365 | +1.37% | |
| Old Mission Capital Llc | 0.01% | 17,575 | $586,876 | $594,914 | +$8,038 | +1.37% | |
| Harbour Investments, Inc. | 0.01% | 17,385 | $580,532 | $588,482 | +$7,950 | +1.37% | |
| Mml Investors Services, Llc | 0.00% | 13,056 | $435,975 | $441,946 | +$5,971 | +1.37% | |
| Hrt Financial Lp | 0.00% | 12,552 | $419,000 | $424,885 | +$5,885 | +1.40% | |
| First Heartland Consultants, Inc. | 0.02% | 10,944 | $365,450 | $370,454 | +$5,004 | +1.37% | |
| Creativeone Wealth, Llc | 0.01% | 10,749 | $358,938 | $363,854 | +$4,916 | +1.37% | |
| Concurrent Investment Advisors, Llc | 0.00% | 9,765 | $326,080 | $330,545 | +$4,465 | +1.37% | |
| Castle Rock Wealth Management, Llc | 0.06% | 8,666 | $289,661 | $293,344 | +$3,683 | +1.27% | |
| Goldman Sachs Group Inc | 0.00% | 8,598 | $287,110 | $291,042 | +$3,932 | +1.37% | |
| Merit Financial Group, Llc | 0.00% | 8,479 | $283,137 | $287,014 | +$3,877 | +1.37% | |
| Independent Financial Group, Llc | 0.00% | 7,921 | $264,504 | $268,126 | +$3,622 | +1.37% | |
| Pfg Advisors | 0.01% | 7,604 | $253,918 | $257,395 | +$3,477 | +1.37% | |
| Tagstone Capital, Inc. | 0.08% | 7,351 | $245,470 | $248,831 | +$3,361 | +1.37% | |
| Citadel Advisors Llc | 0.00% | 7,277 | $242,999 | $246,326 | +$3,327 | +1.37% | |
| Grantvest Financial Group Llc | 0.13% | 6,917 | $230,977 | $234,140 | +$3,163 | +1.37% | |
| Kintra Wealth, Llc | 0.01% | 5,920 | $200,155 | $200,392 | +$237 | +0.12% | |
| Lloyd Advisory Services, Llc. | 0.06% | 4,307 | $143,822 | $145,792 | +$1,970 | +1.37% | |
| Mosley Wealth Management | 0.04% | 3,802 | $126,959 | $128,698 | +$1,739 | +1.37% | |
| Nbc Securities, Inc. | 0.00% | 2,081 | $69,490 | $70,442 | +$952 | +1.37% | |
| Arax Advisory Partners | 0.00% | 892 | $29,786 | $30,194 | +$408 | +1.37% | |
| Ifp Advisors, Inc | 0.00% | 885 | $29,553 | $29,957 | +$404 | +1.37% | |
| Tounjian Advisory Partners, Llc | 0.01% | 703 | $23,475 | $23,797 | +$322 | +1.37% | |
| St Germain D J Co Inc | 0.00% | 594 | $19,835 | $20,107 | +$272 | +1.37% | |
| Pom Investment Strategies, Llc | 0.02% | 572 | $19,101 | $19,362 | +$261 | +1.37% | |
| Geneos Wealth Management Inc. | 0.00% | 482 | $16,095 | $16,316 | +$221 | +1.37% | |
| Creative Financial Designs Inc | 0.00% | 348 | $11,621 | $11,780 | +$159 | +1.37% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 41,795 | $1,396 | $1,414,761 | +$1,413,365 | +101243.89% |
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.