ALLIANZIM US LC BUFFER20 SEP (SEPW) Institutional Ownership Changes & 13F Activity
ALLIANZIM US LC BUFFER20 SEP (SEPW). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Commonwealth Equity Services, Llc, Lloyd Advisory Services, Llc., Authentikos Wealth Advisory, Llc, Outlook Wealth Advisors, Llc, and Osaic Holdings, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Independent Financial Group, Llc | Buy | +888 | +12.6% | 7,921 | $252.83K | Q4 2025 | May 15, 2026 |
| Integrated Wealth Management | Buy | +93,826 | — | 93,826 | $2.99M | Q4 2025 | Mar 03, 2026 |
| Raymond James Financial Inc | Buy | +133,979 | — | 133,979 | $4.28M | Q4 2025 | Feb 18, 2026 |
| Osaic Holdings, Inc. | Buy | +216,577 | — | 216,577 | $6.91M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +58,115 | — | 58,115 | $1.85M | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +35,843 | — | 35,843 | $1.14M | Q4 2025 | Feb 17, 2026 |
| Lantern Wealth Advisors, Llc | Buy | +8,134 | — | 8,134 | $259.62K | Q4 2025 | Feb 17, 2026 |
| Old Mission Capital Llc | Buy | +6,384 | — | 6,384 | $203.77K | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, Llc | Buy | +47,612 | — | 47,612 | $1.52M | Q4 2025 | Feb 13, 2026 |
| Centaurus Financial, Inc. | Buy | +19,778 | — | 19,778 | $631.00K | Q4 2025 | Feb 13, 2026 |
| Mml Investors Services, Llc | Buy | +14,251 | — | 14,251 | $454.87K | Q4 2025 | Feb 13, 2026 |
| Creativeone Wealth, Llc | Buy | +10,763 | — | 10,763 | $343.54K | Q4 2025 | Feb 13, 2026 |
| Allianz Se | Buy | +5,000 | — | 5,000 | $159.59K | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | Buy | +892 | — | 892 | $28.47K | Q4 2025 | Feb 13, 2026 |
| Commonwealth Equity Services, Llc | Buy | +563,842 | — | 563,842 | $18.00M | Q4 2025 | Feb 12, 2026 |
| Great Lakes Retirement, Inc. | Buy | +73,978 | — | 73,978 | $2.36M | Q4 2025 | Feb 12, 2026 |
| Outlook Wealth Advisors, Llc | Buy | +235,918 | — | 235,918 | $7.53M | Q4 2025 | Feb 11, 2026 |
| Howard Bailey Securities, Llc | Buy | +120,317 | — | 120,317 | $3.84M | Q4 2025 | Feb 11, 2026 |
| Lpl Financial Llc | Buy | +102,383 | — | 102,383 | $3.27M | Q4 2025 | Feb 11, 2026 |
| Jpmorgan Chase & Co | Buy | +7,964 | — | 7,964 | $254.20K | Q4 2025 | Feb 11, 2026 |
| Envestnet Asset Management Inc | Buy | +34,026 | — | 34,026 | $1.09M | Q4 2025 | Feb 10, 2026 |
| Tagstone Capital, Inc. | Buy | +7,335 | — | 7,335 | $234.12K | Q4 2025 | Feb 10, 2026 |
| Harbour Investments, Inc. | Buy | +25,026 | — | 25,026 | $798.79K | Q4 2025 | Feb 09, 2026 |
| Lloyd Advisory Services, Llc. | Buy | +499,200 | — | 499,200 | $15.93M | Q4 2025 | Feb 06, 2026 |
| Authentikos Wealth Advisory, Llc | Buy | +238,879 | — | 238,879 | $7.62M | Q4 2025 | Feb 06, 2026 |
| Kingdom Financial Group Llc. | Buy | +26,615 | — | 26,615 | $849.51K | Q4 2025 | Feb 06, 2026 |
| Blackston Financial Advisory Group, Llc | Buy | +22,895 | — | 22,895 | $730.77K | Q4 2025 | Feb 06, 2026 |
| Csenge Advisory Group | Buy | +19,324 | — | 19,324 | $616.79K | Q4 2025 | Feb 06, 2026 |
| Creative Financial Designs Inc | Buy | +2,544 | — | 2,544 | $81.20K | Q4 2025 | Feb 06, 2026 |
| Ifp Advisors, Inc | Buy | +935 | — | 935 | $29.84K | Q4 2025 | Feb 06, 2026 |
Frequently asked questions about SEPW activity
Which institutional owners are buying SEPW?
Institutional owners buying SEPW include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SEPW activity?
"Buy" means an investor increased their reported position in SEPW compared to the prior reporting period. This reflects growing exposure to ALLIANZIM US LC BUFFER20 SEP (SEPW) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SEPW increasing?
Institutional interest in SEPW can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.