DOSSIER · 13F Holders · Q2 2026
OCTT

ALLIANZIM U.S. LARGE CAP BUFFER10 OCT ETF

37 institutions still hold ALLIANZIM U.S. LARGE CAP BUFFER10 OCT ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 00888H604·37 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$43M
visible holders
Holders
37
filers reporting
Concentration
11.26%
OSAIC HOLDINGS, INC. #1
top holder share
AI Holders Summary · Q2 2026

37 institutions reported OCTT in Q2 2026. OSAIC HOLDINGS, INC. leads at 11.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M105K0.01%Q2 2026
02
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$4M90K0.01%Q2 2026
03
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$4M93K0.01%Q1 2026
04
Modern Wealth Management, LLC
CIK 0002001900
$4M89K0.07%Q1 2026
05
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M81K0.00%Q2 2026
06
Rothschild Wealth LLC
CIK 0001811345
$3M75K0.28%Q2 2026
07
Cetera Investment Advisers
CIK 0001666741
$3M68K0.00%Q2 2026
08
LPL Financial LLC
CIK 0001403438
$3M65K0.00%Q2 2026
09
Siligmueller & Norvid Wealth Advisors LLC
CIK 0002052591
$3M71K1.36%Q3 2025
10
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$3M55K0.00%Q2 2026
11
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 0001352860
$2M35K0.21%Q2 2026
12
MML INVESTORS SERVICES, LLC
CIK 0000701059
$856K18K0.00%Q2 2026
13
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$803K20K0.00%Q2 2025
14
Atria Wealth Solutions, Inc.
CIK 0001927543
$785K20K0.02%Q2 2025
15
OLD MISSION CAPITAL LLC
CIK 0001455915
$750K16K0.01%Q2 2026
16
Sanctuary Advisors, LLC
CIK 0001777271
$684K15K0.00%Q2 2026
17
PANORAMIC INVESTMENT ADVISORS, LLC
CIK 0001967332
$617K13K0.30%Q2 2026
18
Bleakley Financial Group, LLC
CIK 0001936953
$574K12K0.01%Q2 2026
19
Navis Wealth Advisors, LLC
CIK 0001849055
$530K11K0.20%Q2 2026
20
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$397K9K0.01%Q2 2026
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