Who owns SPBX?
AllianzIM 6 Month Buffer10 Allocation ETF · AllianzIM
27 institutions reported holding SPBX, worth $37.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SPBX
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $10.3M | 353,420 | +183,831 shares |
| Allianz SE | Munich, Germany | $10.1M | 345,540 | −65,000 shares |
| AE Wealth Management LLC | Topeka, KS | $5.4M | 184,436 | +49,613 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $2.6M | 90,516 | −8,475 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $2.6M | 89,417 | +37,769 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $1.2M | 41,577 | +19,162 shares |
| Mosley Wealth Management | Anaheim, CA | $750K | 25,713 | +23,608 shares |
| LPL Financial LLC | Fort Mill, SC | $696K | 23,858 | +4,175 shares |
| Old Mission Capital LLC | Chicago, IL | $444K | 15,224 | −11,214 shares |
| Cetera Investment Advisers | Schaumburg, IL | $378K | 12,971 | New position |
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: SPBX vs INOV, SPBX vs JANP, SPBX vs XDQQ, SPBX vs JUNP.
Frequently asked questions
Who owns SPBX?
27 institutional managers reported holding SPBX in Form 13F filings for June 30, 2026, worth $37.9M in total. The largest reported position was held by Cambridge Investment Research Advisors, Inc., at $10.3M.
Did institutions buy or sell SPBX last quarter?
Reported 13F value rose 41.3% from March 31, 2026, which includes price moves as well as buying and selling. 8 firms reported a new position and 2 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 SPBX 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.