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Who owns SPBXWhat SPBX owns — n/a

Who owns AllianzIM 6 Month Buffer10 Allocation ETF?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of SPBX from SEC Form 13F filings across 27 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

As of the 2026-06-30 reporting period, 27 institutions disclosed 1.2M shares of AllianzIM 6 Month Buffer10 Allocation ETF worth $34.4M — about 49.1% of shares outstanding; the largest disclosed holder is Allianz SE. Source: SEC Form 13F filings, parsed by EvidInvest.

27

13F holders

$34.4M

value, 2026 filers

49.1%

of shares outstanding (1.2M sh)

8

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SPBX's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Allianz SE345,540$10.1M0.1%14.4%-15.8%
2AE Wealth Management LLC184,436$5.4M0.0%7.7%+36.8%
3Cambridge Investment Research Advisors, Inc.176,710$5.2M0.0%7.4%+4.2%
4COMMONWEALTH EQUITY SERVICES, LLC90,516$2.6M0.0%3.8%-8.6%
5ENVESTNET ASSET MANAGEMENT INC89,417$2.6M0.0%3.7%+73.1%
6HUNTINGTON NATIONAL BANK65,491$1.9M0.0%2.7%+15.5%
7OSAIC HOLDINGS, INC.41,577$1.2M0.0%1.7%+85.5%
8Mosley Wealth Management25,713$749,9580.2%1.1%+1121.5%
9LPL Financial LLC23,858$695,8540.0%1%+21.2%
10OLD MISSION CAPITAL LLC15,224$444,0300.0%0.6%-42.4%
11Cetera Investment AdvisersNEW12,971$378,3190.0%0.5%new
12BridgePort Financial Solutions, LLC12,269$357,8440.1%0.5%+31.6%
13MML INVESTORS SERVICES, LLC11,210$326,9560.0%0.5%-4.7%
14STEPHENS INC /AR/NEW10,221$298,1110.0%0.4%new
15Comprehensive Financial Consultants Institutional, Inc.NEW9,905$288,8940.1%0.4%new
16Diversify Advisory Services, LLCNEW9,330$272,6630.0%0.4%new
17DIVERSIFY WEALTH MANAGEMENT, LLCNEW9,330$272,6630.0%0.4%new
18RAYMOND JAMES FINANCIAL INCNEW8,931$260,4860.0%0.4%new
19CENTAURUS FINANCIAL, INC.8,519$248,0000.0%0.4%+6.1%
20INDEPENDENT FINANCIAL GROUP, LLC7,607$221,8700.0%0.3%0.0%
21Strategic Financial Concepts, LLCNEW7,301$212,9450.1%0.3%new
22Lloyd Advisory Services, LLC.NEW6,970$203,2910.1%0.3%new
23Steward Partners Investment Advisory, LLC3,275$95,5200.0%0.1%+46.3%
24IFP Advisors, Inc1,841$53,6960.0%0.1%+0.1%
25Key Capital Management, INC776$22,6330.0%0%+48.9%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.