Who owns SPBW?
AllianzIM Buffer20 Allocation ETF · AllianzIM
32 institutions reported holding SPBW, worth $50.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SPBW
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $9.4M | 328,518 | +203,791 shares |
| Kestra Advisory Services, LLC | Austin, TX | $6.8M | 235,838 | +56,044 shares |
| Allianz SE | Munich, Germany | $5.7M | 197,080 | −80,000 shares |
| Independent Financial Group, LLC | San Diego, CA | $5.5M | 192,604 | +28,262 shares |
| Evolution Wealth Management Inc. | Fort Myers, FL | $4.2M | 145,350 | +20,113 shares |
| NewEdge Advisors, LLC | New Orleans, LA | $3.7M | 129,064 | +14,093 shares |
| AE Wealth Management LLC | Topeka, KS | $2.7M | 92,383 | −353,898 shares |
| Cetera Investment Advisers | Schaumburg, IL | $2.1M | 73,137 | +26,152 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $1.3M | 44,343 | +23,556 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $1.2M | 40,404 | +10,526 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 SPBW?
32 institutional managers reported holding SPBW in Form 13F filings for June 30, 2026, worth $50.7M in total. The largest reported position was held by Cambridge Investment Research Advisors, Inc., at $9.4M.
Did institutions buy or sell SPBW last quarter?
Reported 13F value rose 13.8% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 1 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 SPBW 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.