A
AllianzIM U.S. Large Cap Buffer20 Oct
OCTW • ARCA
AllianzIM U.S. Large Cap Buffer20 Oct is a publicly traded company on ARCA. As of Q3 2025, 50 institutional investors hold shares in this company, with total holdings valued at $142.8M. LPL Financial LLC is the largest holder with a position valued at $69.6M.
Overview
Overview of institutional ownership in OCTW as of Q3 2025
All Institutions
- Institutions
- 50
- Value Held
- $142.8M
- Shares Held
- 3.7M
- Avg Position
- $2.9M
- Median Position
- $405.2K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in OCTW as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $69.6M 0.02% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $16.1M 0.01% of portfolio |
 Kestra Advisory Services, LLC RIA/Wealth | $8.0M 0.04% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $7.1M 0.01% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $7.0M 0.00% of portfolio |
A Advisor Group Holdings, Inc. Institution | $5.7M 0.01% of portfolio |
 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC RIA/Wealth | $3.8M 0.58% of portfolio |
 MML INVESTORS SERVICES, LLC RIA/Wealth | $3.3M 0.01% of portfolio |
 Compass Advisory Group LLC RIA/Wealth | $2.6M 0.73% of portfolio |
 Long Island Wealth Management, Inc. RIA/Wealth | $2.3M 1.13% of portfolio |
Net Capital Flow
Institutional buying and selling activity for OCTW in Q3 2025
- Traded
- +$9.9M
- Buyers
- 14
- Sellers
- 51
- Total Bought
- +$77.1M
- Total Sold
- −$67.1M
- Avg Position
- $1.7M
Biggest Buyers
| Institution | Net Bought |
|---|---|
L LPL Financial LLC Institution | +$67.8M +1.8M shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | +$3.3M +7.1K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$2.7M +71.7K shares |
 Gradient Investments LLC RIA/Wealth | +$1.5M +-993.7K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$470.4K +12.3K shares |
 AE Wealth Management LLC RIA/Wealth | +$306.0K +-1.7M shares |
 Advyzon Investment Management, LLC RIA/Wealth | +$262.0K +6.8K shares |
 Castle Rock Wealth Management, LLC RIA/Wealth | +$239.4K +6.2K shares |
 Foundations Investment Advisors, LLC RIA/Wealth | +$205.1K +5.4K shares |
 IFP Advisors, Inc RIA/Wealth | +$103.0K +2.7K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Lloyd Advisory Services, LLC. RIA/Wealth | −$10.6M −285.9K shares |
B B.O.S.S. Retirement Advisors, LLC RIA/Wealth | −$5.8M −157.7K shares |
 Mid-American Wealth Advisory Group, Inc. RIA/Wealth | −$5.4M −146.2K shares |
Cetera Investment Advisers RIA/Wealth | −$5.3M −139.2K shares |
F FSR Wealth Management Ltd. Institution | −$5.0M −134.2K shares |
 Outlook Wealth Advisors, LLC RIA/Wealth | −$4.2M −112.2K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$3.4M −88.7K shares |
 HOWARD BAILEY SECURITIES, LLC RIA/Wealth | −$2.6M −71.0K shares |
 TOUNJIAN ADVISORY PARTNERS, LLC Family Office | −$2.3M −66.4K shares |
 GeoWealth Management, LLC RIA/Wealth | −$2.2M −59.3K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited OCTW in Q3 2025
- New Positions
- 5
- New Value
- $3.6M
- Exited Positions
- 32
- Exited Value
- $53.8M
New Positions
| Institution | Position Value |
|---|---|
MML INVESTORS SERVICES, LLC RIA/Wealth | $3.3M 86.4K shares |
Advyzon Investment Management, LLC RIA/Wealth | $262.0K 6.8K shares |
 SRS Capital Advisors, Inc. RIA/Wealth | $36.3K 947.0 shares |
 MORGAN STANLEY RIA/Wealth | $1.5K 40.0 shares |
 BARCLAYS PLC Institution | - - shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Lloyd Advisory Services, LLC. RIA/Wealth | $10.6M 285.9K shares |
B B.O.S.S. Retirement Advisors, LLC RIA/Wealth | $5.8M 157.7K shares |
Mid-American Wealth Advisory Group, Inc. RIA/Wealth | $5.4M 146.2K shares |
F FSR Wealth Management Ltd. Institution | $5.0M 134.2K shares |
Outlook Wealth Advisors, LLC RIA/Wealth | $4.2M 112.2K shares |
HOWARD BAILEY SECURITIES, LLC RIA/Wealth | $2.6M 71.0K shares |
TOUNJIAN ADVISORY PARTNERS, LLC Family Office | $2.3M 66.4K shares |
GeoWealth Management, LLC RIA/Wealth | $2.2M 59.3K shares |
B Brown Financial Advisors RIA/Wealth | $2.1M 58.1K shares |
G Great Lakes Retirement, Inc. Institution | $1.9M 51.6K shares |
Options Activity
Institutions with the largest Call and Put options positions in OCTW as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with OCTW as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Long Island Wealth Management, Inc. RIA/Wealth | 1.13% $2.3M |
Compass Advisory Group LLC RIA/Wealth | 0.73% $2.6M |
S SECURED RETIREMENT ADVISORS, LLC RIA/Wealth | 0.67% $1.2M |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC RIA/Wealth | 0.58% $3.8M |
 Grantvest Financial Group LLC RIA/Wealth | 0.23% $310.2K |
 Clear Point Advisors Inc. RIA/Wealth | 0.22% $280.0K |
 JIM SAULNIER & ASSOCIATES, LLC RIA/Wealth | 0.20% $312.0K |
 PANORAMIC INVESTMENT ADVISORS, LLC RIA/Wealth | 0.16% $287.5K |
Castle Rock Wealth Management, LLC RIA/Wealth | 0.15% $699.4K |
 DHJJ Financial Advisors, Ltd. RIA/Wealth | 0.15% $430.6K |