Who owns OCTT?
AllianzIM U.S. Equity Buffer10 ETF - Oct · AllianzIM
33 institutions reported holding OCTT, worth $44.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of OCTT
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $8.4M | 180,316 | +87,280 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $4.9M | 105,009 | −2,716 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $4.2M | 89,887 | −6,069 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $3.8M | 80,730 | −2,604 shares |
| Rothschild Wealth LLC | Oak Brook, IL | $3.5M | 74,720 | −37,800 shares |
| Cetera Investment Advisers | Schaumburg, IL | $3.2M | 67,679 | −16,002 shares |
| LPL Financial LLC | Fort Mill, SC | $3.0M | 65,241 | −7,044 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $2.5M | 54,596 | +39,656 shares |
| Modern Wealth Management, LLC | Kansas City, MO | $2.3M | 49,964 | −39,183 shares |
| Blue Bell Private Wealth Management, LLC | Blue Bell, PA | $1.7M | 35,410 | −765 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns OCTT?
33 institutional managers reported holding OCTT in Form 13F filings for June 30, 2026, worth $44.8M in total. The largest reported position was held by Cambridge Investment Research Advisors, Inc., at $8.4M.
Did institutions buy or sell OCTT last quarter?
Reported 13F value rose 10.4% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 0 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is OCTT ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.