SPBX Institutional Ownership
AllianzIM 6 Month Buffer10 Allocation ETF
1W: +0.0%
1M: +0.7%
3M: +2.4%
YTD: +9.1%
1Y: +11.4%
$29.98
+0.08 (+0.27%)
Weekly Expected Move ±0.6%
$30
$30
$30
$30
$30
Overview
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Holdings
Changes
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Institutional Ownership — SPBX
29
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
34M
Total Invested
8
New Positions
13
Increased
6
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (30 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Allianz SE | 345,540 | 10M | -65,000 | -15.8% | 3Q | SEC ↗ |
| 2 | AE Wealth Management LLC | 184,436 | 6M | +49,613 | +36.8% | 5Q | SEC ↗ |
| 3 | Cambridge Investment Research Advisors | 176,710 | 5M | +7,121 | +4.2% | 5Q | SEC ↗ |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | 90,516 | 3M | -8,475 | -8.6% | 6Q | SEC ↗ |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 89,417 | 3M | +37,769 | +73.1% | 4Q | SEC ↗ |
| 6 | HUNTINGTON NATIONAL BANK | 65,491 | 2M | +8,803 | +15.5% | 5Q | SEC ↗ |
| 7 | OSAIC HOLDINGS, INC. | 41,577 | 1M | +19,162 | +85.5% | 2Q | SEC ↗ |
| 8 | Mosley Wealth Management | 25,713 | 771K | +23,608 | +1121.5% | 2Q | SEC ↗ |
| 9 | LPL Financial LLC | 23,858 | 715K | +4,175 | +21.2% | 4Q | SEC ↗ |
| 10 | OLD MISSION CAPITAL LLC | 15,224 | 456K | -11,214 | -42.4% | 3Q | SEC ↗ |
| 11 | Cetera Investment Advisers NEW | 12,971 | 389K | — | +0.0% | 1Q | SEC ↗ |
| 12 | BridgePort Financial Solutions, LLC | 12,269 | 368K | +2,949 | +31.6% | 3Q | SEC ↗ |
| 13 | MML INVESTORS SERVICES, LLC | 11,210 | 336K | -554 | -4.7% | 5Q | SEC ↗ |
| 14 | STEPHENS INC /AR NEW | 10,221 | 306K | — | +0.0% | 1Q | SEC ↗ |
| 15 | Comprehensive Financial Consultants In NEW | 9,905 | 297K | — | +0.0% | 1Q | SEC ↗ |
| 16 | DIVERSIFY WEALTH MANAGEMENT, LLC NEW | 9,330 | 280K | — | +0.0% | 1Q | SEC ↗ |
| 17 | Diversify Advisory Services, LLC NEW | 9,330 | 280K | — | +0.0% | 1Q | SEC ↗ |
| 18 | RAYMOND JAMES FINANCIAL INC NEW | 8,931 | 268K | — | +0.0% | 1Q | SEC ↗ |
| 19 | CENTAURUS FINANCIAL, INC. | 8,519 | 255K | +486 | +6.1% | 5Q | SEC ↗ |
| 20 | INDEPENDENT FINANCIAL GROUP, LLC | 7,607 | 228K | — | +0.0% | 2Q | SEC ↗ |
| 21 | Strategic Financial Concepts, LLC NEW | 7,301 | 219K | — | +0.0% | 1Q | SEC ↗ |
| 22 | Lloyd Advisory Services, LLC. NEW | 6,970 | 209K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Steward Partners Investment Advisory, | 3,275 | 98K | +1,036 | +46.3% | 2Q | SEC ↗ |
| 24 | IFP Advisors, Inc | 1,841 | 55K | +1 | +0.1% | 4Q | SEC ↗ |
| 25 | Key Capital Management, INC | 776 | 23K | +255 | +48.9% | 3Q | SEC ↗ |
| 26 | UBS Group AG | 201 | 6K | +6 | +3.1% | 2Q | SEC ↗ |
| 27 | HARBOUR INVESTMENTS, INC. | 91 | 3K | — | +0.0% | 6Q | SEC ↗ |
| 28 | Ameritas Advisory Services, LLC | 0 | 0K | -361 | -100.0% | 1Q | SEC ↗ |
| 29 | Patriot Financial Group Insurance Agen | 0 | 0K | -7,840 | -100.0% | 5Q | SEC ↗ |
| 30 | Kestra Advisory Services, LLC | 0 | 0K | -5,122 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| Cetera Investment Advisers | 12,971 | 389K |
| STEPHENS INC /AR | 10,221 | 306K |
| Comprehensive Financial Consultants | 9,905 | 297K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 9,330 | 280K |
| Diversify Advisory Services, LLC | 9,330 | 280K |
| RAYMOND JAMES FINANCIAL INC | 8,931 | 268K |
| Strategic Financial Concepts, LLC | 7,301 | 219K |
| Lloyd Advisory Services, LLC. | 6,970 | 209K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Patriot Financial Group Insurance A | 7,840 | 235K |
| Kestra Advisory Services, LLC | 5,122 | 154K |
| Ameritas Advisory Services, LLC | 361 | 11K |
Biggest Increases (13)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AE Wealth Management LLC | +49,613 | +36.8% | 184,436 |
| ENVESTNET ASSET MANAGEMENT INC | +37,769 | +73.1% | 89,417 |
| Mosley Wealth Management | +23,608 | +1121.5% | 25,713 |
| OSAIC HOLDINGS, INC. | +19,162 | +85.5% | 41,577 |
| HUNTINGTON NATIONAL BANK | +8,803 | +15.5% | 65,491 |
| Cambridge Investment Research Advis | +7,121 | +4.2% | 176,710 |
| LPL Financial LLC | +4,175 | +21.2% | 23,858 |
| BridgePort Financial Solutions, LLC | +2,949 | +31.6% | 12,269 |
| Steward Partners Investment Advisor | +1,036 | +46.3% | 3,275 |
| CENTAURUS FINANCIAL, INC. | +486 | +6.1% | 8,519 |
| Key Capital Management, INC | +255 | +48.9% | 776 |
| UBS Group AG | +6 | +3.1% | 201 |
| IFP Advisors, Inc | +1 | +0.1% | 1,841 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Allianz SE | -65,000 | -15.8% | 345,540 |
| OLD MISSION CAPITAL LLC | -11,214 | -42.4% | 15,224 |
| COMMONWEALTH EQUITY SERVICES, LLC | -8,475 | -8.6% | 90,516 |
| MML INVESTORS SERVICES, LLC | -554 | -4.7% | 11,210 |