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AllianzIM U.S. Large Cap Buffer20 Sep ETF (SEPW) Institutional Ownership

$30.38 -0.18 (-0.59%)
Closing price 08/1/2025 04:10 PM Eastern
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$30.39 +0.01 (+0.03%)
As of 08/1/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for AllianzIM U.S. Large Cap Buffer20 Sep ETF (NYSEARCA:SEPW)

Number of
Institutional Buyers
(last 12 months)
32
Total
Institutional Inflows
(last 12 months)
$63.13M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$4.22M
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SEPW Institutional Buying and Selling by Quarter

AllianzIM U.S. Large Cap Buffer20 Sep ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Envestnet Asset Management Inc.34,876$1.05M0.0%+3.4%1.641%
7/29/2025 Ballast Inc.21,790$657K0.3%N/A1.025%
7/28/2025 Harbour Investments Inc.17,864$539K0.0%-6.7%0.841%
7/25/2025 Atria Wealth Solutions Inc.47,608$1.44M0.0%-1.6%2.240%
7/16/2025 Crown Wealth Group LLC14,396$434K0.2%N/A0.654%
7/10/2025 Focus Financial Network Inc.30,793$929K0.0%+19.7%1.400%
5/15/2025OLD Mission Capital LLC18,401$525K0.0%-19.2%0.767%
5/14/2025CreativeOne Wealth LLC7,100$203K0.0%-6.6%0.296%
5/14/2025Kestra Advisory Services LLC35,701$1.02M0.0%-48.7%1.488%
5/13/2025Raymond James Financial Inc.128,783$3.68M0.0%-1.1%5.366%
5/9/2025 Atria Wealth Solutions Inc.48,358$1.38M0.0%-3.3%2.015%
5/8/2025 Harbour Investments Inc.19,140$546K0.0%-63.1%0.798%
5/8/2025Grantvest Financial Group LLC17,965$513K0.4%-14.6%0.749%
5/7/2025American Asset Management Inc.143,746$4.10M4.1%-2.3%5.989%
5/7/2025First Heartland Consultants Inc.32,043$915K0.1%+190.5%1.335%
5/6/2025Cetera Investment Advisers48,947$1.40M0.0%-9.1%2.039%
5/6/2025AE Wealth Management LLC4,971$142K0.0%-64.8%0.207%
4/29/2025Envestnet Asset Management Inc.33,735$963K0.0%-4.8%1.377%
4/24/2025 Elevated Capital Advisors LLC26,191$748K0.2%-8.8%1.069%
4/23/2025Spire Wealth Management30,463$870K0.0%-16.6%1.243%
4/17/2025Authentikos Wealth Advisory LLC232,863$6.65M5.5%N/A9.505%
4/9/2025 NBC Securities Inc.2,081$59K0.0%+103,950.0%0.085%
2/17/2025Cetera Investment Advisers53,820$1.56M0.0%-2.1%4.047%
2/17/2025Citadel Advisors LLC10,641$308K0.0%N/A0.800%
2/14/2025Jane Street Group LLC15,679$453K0.0%-45.1%1.179%
2/14/2025GeoWealth Management LLC53,459$1.55M0.1%-15.0%4.019%
2/13/2025Raymond James Financial Inc.130,216$3.76M0.0%N/A9.791%
2/13/2025Envestnet Asset Management Inc.35,440$1.02M0.0%-4.0%2.665%
2/12/2025OLD Mission Capital LLC22,777$658K0.0%N/A1.713%
2/12/2025Riggs Capital Management LLC9,817$284K0.3%N/A0.738%
2/11/2025Grantvest Financial Group LLC21,043$608K0.7%N/A1.582%
2/10/2025 Harbour Investments Inc.51,856$1.50M0.0%+16.6%3.899%
2/10/2025Commonwealth Equity Services LLC238,676$6.90M0.0%-1.4%17.946%
2/7/2025PFG Advisors16,676$482K0.0%-5.7%1.254%
2/6/2025Raymond James Financial Inc.130,216$3.76M0.0%N/A9.791%
2/4/2025BCGM Wealth Management LLC23,281$673K0.2%-18.9%1.750%
1/24/2025Spire Wealth Management36,515$1.06M0.0%N/A2.745%
1/21/2025Geneos Wealth Management Inc.1,000$29K0.0%N/A0.075%
1/13/2025 Elevated Capital Advisors LLC28,718$830K0.2%-9.5%2.159%
12/16/2024SMART Wealth LLC42,730$1.22M0.5%N/A3.213%
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11/15/2024MML Investors Services LLC8,158$233K0.0%N/A0.613%
11/14/2024CreativeOne Wealth LLC7,600$217K0.0%N/A0.571%
11/12/2024Centaurus Financial Inc.32,511$927K0.1%+755.6%2.444%
11/12/2024Kingsview Wealth Management LLC9,765$279K0.0%N/A0.734%
11/6/2024BCGM Wealth Management LLC28,701$819K0.3%-6.0%2.158%
11/5/2024First Heartland Consultants Inc.11,098$317K0.0%+4.0%0.834%
11/5/2024 WealthPlan Investment Management LLC9,840$281K0.0%N/A0.740%
11/5/2024 WealthPLAN Partners LLC21,021$600K0.1%N/A1.581%
11/5/2024 Harbour Investments Inc.44,478$1.27M0.0%+2,577.8%3.344%
10/28/2024Creative Financial Designs Inc. ADV2,335$67K0.0%N/A0.176%
10/28/2024 Focus Financial Network Inc.25,726$734K0.0%N/A1.934%
10/25/2024 Strategic Blueprint LLC10,646$304K0.0%-3.9%0.800%
10/24/2024 Old Port Advisors11,478$327K0.1%+43.9%0.863%
10/23/2024Outlook Wealth Advisors LLC268,601$7.66M2.2%N/A20.196%
10/23/2024Blackston Financial Advisory Group LLC7,779$222K0.1%N/A0.585%
10/23/2024Great Lakes Retirement Inc.106,723$3.05M0.4%N/A8.024%
10/22/2024 Elevated Capital Advisors LLC31,741$905K0.2%N/A2.387%
10/16/2024 B.O.S.S. Retirement Advisors LLC228,631$6.52M1.3%N/A17.190%
10/15/2024American Asset Management Inc.147,242$4.20M4.5%N/A11.071%
10/15/2024 NBC Securities Inc.2,081$59K0.0%N/A0.156%
10/10/2024 Lloyd Advisory Services LLC.541,964$15.46M7.5%N/A40.749%
8/2/2024Allegheny Financial Group LTD9,138$254K0.1%N/A0.687%
7/31/2024Commonwealth Equity Services LLC117,588$3.27M0.0%-45.5%8.841%
5/24/2024Cetera Advisors LLC13,082$356K0.0%-19.2%0.984%
4/29/2024Commonwealth Equity Services LLC215,819$5.87M0.0%-14.0%15.987%
4/23/2024Raymond James Financial Services Advisors Inc.109,187$2.97M0.0%N/A8.088%
2/8/2024Allegheny Financial Group LTD9,138$238K0.1%N/A0.000%
2/8/2024BCGM Wealth Management LLC30,533$795K0.3%-15.0%0.000%
1/29/2024Outlook Wealth Advisors LLC26,357$686K0.2%N/A0.000%
1/19/2024PFG Advisors17,901$466K0.0%+2.3%0.000%
11/16/2023 Harbour Investments Inc.17,861$437K0.0%N/A0.000%
11/13/2023Kestra Advisory Services LLC15,401$377K0.0%N/A0.000%
11/8/2023BCGM Wealth Management LLC35,914$878K0.4%N/A0.000%
11/8/2023 Atria Wealth Solutions Inc.11,747$287K0.0%N/A0.000%
11/8/2023Avantax Advisory Services Inc.10,318$252K0.0%N/A0.000%
10/23/2023Commonwealth Equity Services LLC181,244$4.43M0.0%N/A0.000%
10/18/2023 Strategic Blueprint LLC10,882$266K0.0%N/A0.000%
10/13/2023PFG Advisors17,498$428K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

SEPW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SEPW shares?

During the previous two years, 45 institutional investors and hedge funds held shares of AllianzIM U.S. Large Cap Buffer20 Sep ETF. The most heavily invested institutionals were Lloyd Advisory Services LLC. ($15.46M), Outlook Wealth Advisors LLC ($7.66M), Commonwealth Equity Services LLC ($6.90M), Authentikos Wealth Advisory LLC ($6.65M), B.O.S.S. Retirement Advisors LLC ($6.52M), American Asset Management Inc. ($4.10M), and Raymond James Financial Inc. ($3.68M).Learn more on AllianzIM U.S. Large Cap Buffer20 Sep ETF's institutional investors.

Which institutional investors have been buying AllianzIM U.S. Large Cap Buffer20 Sep ETF's stock?

Of the 40 institutional investors that purchased AllianzIM U.S. Large Cap Buffer20 Sep ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Lloyd Advisory Services LLC. ($541.96K), Outlook Wealth Advisors LLC ($294.96K), Raymond James Financial Inc. ($260.43K), Authentikos Wealth Advisory LLC ($232.86K), B.O.S.S. Retirement Advisors LLC ($228.63K), Commonwealth Equity Services LLC ($181.24K), and American Asset Management Inc. ($147.24K).

How much institutional buying is happening at AllianzIM U.S. Large Cap Buffer20 Sep ETF?

Institutional investors have bought a total of 2,205,339 shares in the last 24 months. This purchase volume represents approximately $63.13M in transactions.

Which of AllianzIM U.S. Large Cap Buffer20 Sep ETF's major shareholders have been selling company stock?

Of the 19 institutional investors that sold AllianzIM U.S. Large Cap Buffer20 Sep ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Harbour Investments Inc. ($33.99K), Kestra Advisory Services LLC ($33.83K), Jane Street Group LLC ($12.89K), GeoWealth Management LLC ($9.46K), AE Wealth Management LLC ($9.16K), BCGM Wealth Management LLC ($7.25K), and Spire Wealth Management ($6.05K).

How much institutional selling is happening at AllianzIM U.S. Large Cap Buffer20 Sep ETF?

Institutional investors have sold a total of 147,350 shares in the last 24 months. This volume of shares sold represents approximately $4.22M in transactions.


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This page (NYSEARCA:SEPW) was last updated on 8/2/2025 by MarketBeat.com Staff
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