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AllianzIM U.S. Large Cap Buffer10 Sep ETF (SEPT) Institutional Ownership

$31.20 +0.17 (+0.55%)
As of 01/21/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for AllianzIM U.S. Large Cap Buffer10 Sep ETF (NYSEARCA:SEPT)

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$16.39M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$4.83M
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SEPT Institutional Buying and Selling by Quarter

AllianzIM U.S. Large Cap Buffer10 Sep ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/16/2025 Access Financial Services Inc.31,269$957K0.4%-73.4%6.949%
12/26/2024JPMorgan Chase & Co.3,033$91K0.0%+16,750.0%0.674%
12/16/2024SMART Wealth LLC80,316$2.42M0.9%N/A17.848%
11/15/2024Jane Street Group LLC30,748$925K0.0%N/A6.833%
11/12/2024Jim Saulnier & Associates LLC10,427$314K0.3%N/A2.317%
11/5/2024WealthPlan Investment Management LLC252,155$7.58M0.8%N/A56.034%
11/5/2024WealthPLAN Partners LLC129,321$3.89M0.5%N/A28.738%
11/5/2024Harbour Investments Inc.14,734$443K0.0%+176.5%3.274%
10/9/2024Nvest Financial LLC27,419$824K0.5%N/A6.093%
7/31/2024Commonwealth Equity Services LLC28,017$814K0.0%+4.8%6.226%
5/24/2024Cetera Advisors LLC10,660$299K0.0%-11.6%2.369%
4/30/2024Commonwealth Equity Services LLC26,724$751K0.0%-70.1%5.939%
2/6/2024Allianz Investment Management U.S. LLC184,223$4.83M0.3%-7.5%0.000%
2/2/2024Atria Wealth Solutions Inc.17,374$456K0.0%+7.3%0.000%
11/16/2023Harbour Investments Inc.32,029$774K0.0%N/A0.000%
11/8/2023Atria Wealth Solutions Inc.16,189$391K0.0%N/A0.000%
11/8/2023Avantax Advisory Services Inc.10,257$248K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

SEPT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SEPT shares?

During the previous two years, 14 institutional investors and hedge funds held shares of AllianzIM U.S. Large Cap Buffer10 Sep ETF. The most heavily invested institutionals were WealthPlan Investment Management LLC ($7.58M), Allianz Investment Management U.S. LLC ($4.83M), WealthPLAN Partners LLC ($3.89M), SMART Wealth LLC ($2.42M), Access Financial Services Inc. ($957K), Jane Street Group LLC ($925K), and Nvest Financial LLC ($824K).Learn more on SEPT's institutional investors.

Which institutional investors have been buying AllianzIM U.S. Large Cap Buffer10 Sep ETF stock?

Of the 11 institutional investors that purchased AllianzIM U.S. Large Cap Buffer10 Sep ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: WealthPlan Investment Management LLC ($252.16K), WealthPLAN Partners LLC ($129.32K), SMART Wealth LLC ($80.32K), Harbour Investments Inc. ($41.43K), Jane Street Group LLC ($30.75K), Nvest Financial LLC ($27.42K), and Atria Wealth Solutions Inc. ($17.37K).

How much institutional buying is happening at AllianzIM U.S. Large Cap Buffer10 Sep ETF?

Institutional investors have bought a total of 603,759 shares in the last 24 months. This purchase volume represents approximately $17.80M in transactions.

Which AllianzIM U.S. Large Cap Buffer10 Sep ETF major shareholders have been selling company stock?

The following institutional investors have sold AllianzIM U.S. Large Cap Buffer10 Sep ETF stock in the last 24 months: Access Financial Services Inc. ($86.19K), Commonwealth Equity Services LLC ($62.62K), Allianz Investment Management U.S. LLC ($15K), and Cetera Advisors LLC ($1.40K).

How much institutional selling is happening at AllianzIM U.S. Large Cap Buffer10 Sep ETF?

Institutional investors have sold a total of 165,202 shares in the last 24 months. This volume of shares sold represents approximately $4.83M in transactions.



This page (NYSEARCA:SEPT) was last updated on 1/22/2025 by MarketBeat.com Staff
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