Who owns SEPW?
AllianzIM U.S. Equity Buffer20 ETF - Sep · AllianzIM
53 institutions reported holding SEPW, worth $81.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SEPW
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Commonwealth Equity Services, LLC | Waltham, MA | $16.6M | 497,144 | −50,789 shares |
| Authentikos Wealth Advisory, LLC | Morgan Hill, CA | $7.4M | 221,098 | −10,946 shares |
| Allianz SE | Munich, Germany | $6.8M | 203,946 | +37,647 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $5.5M | 165,998 | −17,802 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $4.5M | 134,460 | −2,004 shares |
| American Asset Management Inc. | Boca Raton, FL | $4.5M | 133,512 | −680 shares |
| Westshore Wealth, LLC | Newport Beach, CA | $4.3M | 128,649 | −30,193 shares |
| LPL Financial LLC | Fort Mill, SC | $3.4M | 103,074 | +1,448 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $2.8M | 83,590 | +41,509 shares |
| Spire Wealth Management | Mclean, VA | $2.5M | 74,772 | −22,063 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 SEPW?
53 institutional managers reported holding SEPW in Form 13F filings for June 30, 2026, worth $81.2M in total. The largest reported position was held by Commonwealth Equity Services, LLC, at $16.6M.
Did institutions buy or sell SEPW last quarter?
Reported 13F value fell 56.4% from March 31, 2026, which includes price moves as well as buying and selling. 10 firms reported a new position and 22 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 SEPW 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.