ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED OCT ETF

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OCTU·00888H547·US·ETF·Unknown - Unknown

OCTU (ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED OCT ETF) is held by 17 institutional investors as of Q2 2026. Largest holders: COMMONWEALTH EQUITY SERVICES, LLC ($5.2M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($2.5M), AE Wealth Management LLC ($1.5M). Net institutional sentiment: Mixed.

17

Holders

(3 Elite)

$16.7M

Total Value

41% (17)

Consensus

7 buying - 10 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)78

Insider (Form 4)30

Activist (13D/13G)40

Congressional (STOCK Act)37

Holder Quality

68

★★★★★

Elite

10

★★★★

Strong

76

★★★

Solid

34

★★

Below

75

★

Weak

Held by 17 funds

3 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for OCTU.

Top Holders

Top Holders (17)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	171,860(-61.6%)	$5.2M	0.0%	+12.70%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	82,117(+168.2%)	$2.5M	0.0%	+6.60%	42
AE Wealth Management LLC	Decreased	47,990(-67.6%)	$1.5M	0.0%	+18.31%	0
OneDigital Investment Advisors LLC	Decreased	44,028(-31.1%)	$1.3M	0.0%	+22.31%	0
Savant Capital, LLC	Unchanged	43,259	$1.3M	0.0%	+19.09%	0
OSAIC HOLDINGS, INC.	Decreased	42,824(-42.9%)	$1.3M	0.0%	+8.37%	0
Cetera Investment Advisers	Decreased	23,316(-1.8%)	$709,273	0.0%	+17.94%	0
JANE STREET GROUP, LLC	New	17,679	$537,795	0.0%	+1.74%	37
RAYMOND JAMES FINANCIAL INC	New	13,527	$411,491	0.0%	+1.74%	33
Kestra Advisory Services, LLC	Decreased	13,483(-16.7%)	$410,153	0.0%	+8.37%	0
MML INVESTORS SERVICES, LLC	Increased	12,678(+6.3%)	$385,665	0.0%	+7.77%	25
AMERIPRISE FINANCIAL INC	Decreased	11,804(-32.0%)	$359,078	0.0%	+9.36%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	10,636(+8.1%)	$323,547	0.0%	+7.66%	25
Farther Finance Advisors, LLC	New	8,728	$265,506	0.0%	+1.74%	32
JPMORGAN CHASE & CO	Decreased	3,651(-57.3%)	$110,152	0.0%	+11.48%	0
UBS Group AG	Decreased	90(-73.5%)	$2,738	0.0%	+9.24%	0
HRT FINANCIAL LP	New	8,455	$257	0.0%	+1.74%	15
US BANCORP \DE\	Exited	0(-100.0%)	$248	0.0%	+7.49%	0

OCTUALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED OCT ETF

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer