SPBW Institutional Ownership & Shareholders
ALLIANZIM BUFFER20 ALLOC (SPBW) is currently held by 34 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $42.32M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Kestra Advisory Services, Llc is currently the largest disclosed institutional shareholder of SPBW tracked by InsiderSet, reporting ownership valued at approximately $6.77M 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 $6.91M, representing an estimated gain of +2.10% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 81% of the total disclosed SPBW value among the investors covered in this analysis. Major shareholders include Kestra Advisory Services, Llc, Independent Financial Group, Llc, Allianz Se, and several other long-term asset managers with concentrated positions in ALLIANZIM BUFFER20 ALLOC (SPBW).
This page ranks the largest institutional SPBW 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
34
Total Reported Value
$42.32M
Largest Holder
Kestra Advisory Services, Llc
Largest Position
$6.77M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
38
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Kestra Advisory Services, Llc | 0.02% | 235,838 | $6,769,352 | $6,911,775 | +$142,423 | +2.10% | |
| Independent Financial Group, Llc | 0.10% | 194,068 | $5,686,872 | $5,687,609 | +$737 | +0.01% | |
| Allianz Se | 0.06% | 197,080 | $5,656,866 | $5,775,883 | +$119,017 | +2.10% | |
| Evolution Wealth Management Inc. | 2.64% | 156,456 | $4,584,708 | $4,585,303 | +$595 | +0.01% | |
| Newedge Advisors, Llc | 0.01% | 129,064 | $3,704,563 | $3,782,517 | +$77,954 | +2.10% | |
| Huntington National Bank | 0.01% | 79,673 | $2,286,887 | $2,335,001 | +$48,114 | +2.10% | |
| Cetera Investment Advisers | 0.00% | 73,137 | $2,099,281 | $2,143,448 | +$44,167 | +2.10% | |
| Commonwealth Equity Services, Llc | 0.00% | 44,343 | $1,272,790 | $1,299,574 | +$26,784 | +2.10% | |
| Osaic Holdings, Inc. | 0.00% | 40,404 | $1,159,582 | $1,184,132 | +$24,550 | +2.12% | |
| Envestnet Asset Management Inc | 0.00% | 39,423 | $1,131,574 | $1,155,382 | +$23,808 | +2.10% | |
| Centaurus Financial, Inc. | 0.03% | 29,295 | $841,000 | $858,557 | +$17,557 | +2.09% | |
| World Investment Advisors | 0.01% | 25,504 | $732,052 | $747,453 | +$15,401 | +2.10% | |
| Compound Planning, Inc. | 0.02% | 20,929 | $600,733 | $613,372 | +$12,639 | +2.10% | |
| Castle Rock Wealth Management, Llc | 0.11% | 20,083 | $593,854 | $588,579 | -$5,275 | -0.89% | |
| Old Mission Capital Llc | 0.01% | 19,728 | $566,260 | $578,174 | +$11,914 | +2.10% | |
| Bip Wealth, Llc | 0.01% | 18,612 | $545,397 | $545,467 | +$70 | +0.01% | |
| Creativeone Wealth, Llc | 0.01% | 17,652 | $506,673 | $517,332 | +$10,659 | +2.10% | |
| Bridgeport Financial Solutions, Llc | 0.11% | 14,842 | $426,016 | $434,979 | +$8,963 | +2.10% | |
| Mosley Wealth Management | 0.11% | 12,814 | $377,849 | $375,544 | -$2,305 | -0.61% | |
| Diversify Advisory Services, Llc | 0.00% | 10,850 | $319,936 | $317,984 | -$1,952 | -0.61% | |
| Diversify Wealth Management, Llc | 0.00% | 10,850 | $319,936 | $317,984 | -$1,952 | -0.61% | |
| Goldman Sachs Group Inc | 0.00% | 10,750 | $308,562 | $315,053 | +$6,491 | +2.10% | |
| Raymond James Financial Inc | 0.00% | 10,471 | $300,553 | $306,877 | +$6,324 | +2.10% | |
| Carmel Capital Partners, Llc | 0.09% | 9,790 | $281,006 | $286,918 | +$5,912 | +2.10% | |
| Strategic Financial Concepts, Llc | 0.07% | 8,353 | $239,760 | $244,804 | +$5,044 | +2.10% | |
| Mml Investors Services, Llc | 0.00% | 8,050 | $231,062 | $235,924 | +$4,862 | +2.10% | |
| Patriot Financial Group Insurance Agency, Llc | 0.02% | 7,536 | $220,831 | $220,860 | +$29 | +0.01% | |
| Grantvest Financial Group Llc | 0.12% | 6,833 | $200,229 | $200,257 | +$28 | +0.01% | |
| Harbour Investments, Inc. | 0.00% | 4,964 | $142,484 | $145,481 | +$2,997 | +2.10% | |
| Lloyd Advisory Services, Llc. | 0.04% | 3,460 | $99,314 | $101,403 | +$2,089 | +2.10% | |
| Ifp Advisors, Inc | 0.00% | 2,651 | $77,684 | $77,694 | +$10 | +0.01% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 732 | $21,011 | $21,453 | +$442 | +2.10% | |
| Key Capital Management, Inc | 0.01% | 386 | $11,080 | $11,313 | +$233 | +2.10% | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 164,259 | $4,715 | $4,813,988 | +$4,809,273 | +101999.42% |
Frequently asked questions about SPBW
Who are the largest institutional holders of SPBW?
The largest institutional holders of SPBW reported in the latest SEC Form 13F filings include Kestra Advisory Services, Llc, Independent Financial Group, Llc, Allianz Se, Evolution Wealth Management Inc., and Newedge Advisors, Llc. InsiderSet ranks institutional holders by their latest reported SPBW position.
What is SPBW institutional ownership?
This page tracks SPBW positions reported by institutional investment managers through SEC Form 13F. ALLIANZIM BUFFER20 ALLOC (SPBW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SPBW?
InsiderSet currently tracks 34 institutional managers reporting SPBW 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 SPBW shareholders.
How much SPBW stock do institutions own?
Institutional investment managers disclosed approximately $42.32M in SPBW holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SPBW institutional ownership last updated?
The latest SPBW 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 SPBW 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 SPBW position after the reporting date.
Are institutions buying or selling SPBW?
Institutional buying and selling can be analyzed by comparing SPBW positions across consecutive 13F reporting periods. InsiderSet's SPBW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SPBW ownership changes.
How has SPBW institutional ownership changed over time?
InsiderSet tracks SPBW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.