Who owns OCTU?
AllianzIM U.S. Equity Buffer15 Uncapped ETF - Oct · AllianzIM
36 institutions reported holding OCTU, worth $51.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of OCTU
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Allianz SE | Munich, Germany | $15.6M | 512,093 | +26,241 shares |
| RFG Advisory, LLC | Birmingham, AL | $6.4M | 209,942 | +6,935 shares |
| Stephens Inc. | Little Rock, AR | $6.3M | 206,007 | −2,544 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $5.2M | 171,860 | −275,484 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $2.5M | 82,117 | +51,493 shares |
| USA Financial Formulas | Ada, MI | $2.4M | 77,505 | New position |
| AE Wealth Management LLC | Topeka, KS | $1.5M | 47,990 | −100,023 shares |
| OneDigital Investment Advisors LLC | Overland Park, KS | $1.3M | 44,028 | −19,825 shares |
| Savant Capital, LLC | Rockford, IL | $1.3M | 43,259 | No change |
| Osaic Holdings, Inc. | Scottsdale, AZ | $1.3M | 42,824 | −32,218 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.
Similar ETFs
Compare what they hold: OCTU vs SMAX, OCTU vs XOCT, OCTU vs ZJAN, OCTU vs IJUN.
Frequently asked questions
Who owns OCTU?
36 institutional managers reported holding OCTU in Form 13F filings for June 30, 2026, worth $51.8M in total. The largest reported position was held by Allianz SE, at $15.6M.
Did institutions buy or sell OCTU last quarter?
Reported 13F value fell 4.4% from March 31, 2026, which includes price moves as well as buying and selling. 8 firms reported a new position and 11 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 OCTU 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.