SPBW

Allianzim Buffer20 Alloc
UnclassifiedUSCUSIP 00888H463◍ Confluence graph
Tracked 13F Holders
11
+3 QoQ
13F Value (tracked)
$17.3M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)3 adding · 1 trimming
Insider net (180d)$0
Price history not yet available for SPBW.
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Top institutional holders

11 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Kestra Advisory Services, LLC
$4.9M
180K
+14%
Added · +23K sh
Q1 2026
2INDEPENDENT FINANCIAL GROUP, LLC
$4.5M
164K
+22%
Added · +29K sh
Q1 2026
3NewEdge Advisors, LLC
$3.1M
115K
+4.2%
Added · +5K sh
Q1 2026
4HUNTINGTON NATIONAL BANK
$2.2M
81K
+4.7%
Added · +4K sh
Q1 2026
5CENTAURUS FINANCIAL, INC.
$638K
23K
+24%
Added · +5K sh
Q1 2026
6Compound Planning, Inc.
$570K
21K
−4.9%
Reduced · −1K sh
Q1 2026
7CreativeOne Wealth, LLC
$461K
17K
Held
Q1 2026
8Patriot Financial Group Insurance Agency, LLC
$410K
15K
+100%
Added · +8K sh
Q1 2026
9DIVERSIFY WEALTH MANAGEMENT, LLC
$258K
9K
New
+9K sh
Q1 2026
10MML INVESTORS SERVICES, LLC
$242K
9K
−5.0%
Reduced · −470 sh
Q1 2026
11IFP Advisors, Inc
$71K
3K
+49%
Added · +850 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
0
funds
Added
3
funds
Reduced
1
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

21 funds+15 since Q1 2025
01121Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $41.9M

Share classes

Class13F holdersValue held
OCTWmc50 funds$305.6M
JANWmc43 funds$149.6M
DECWmc39 funds$105.5M
JULWmc37 funds$156.1M
SIXOmc33 funds$226.5M
SIXJmc33 funds$91.6M
AUGWmc33 funds$84.7M
APRWmc32 funds$112.2M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own SPBW also own

CompanyCo-held byCombined value
APPLE INCAAPL11 funds$3.6B
NVIDIA CORPNVDA11 funds$3.4B
ISHARES CORE S&P 500 ETFIVV11 funds$3.1B
MICROSOFT CORPMSFT11 funds$2.3B
AMAZON.COM INCAMZN11 funds$2.0B
SS SPDR S&P 500 ETF TRUST-USSPY11 funds$1.8B
ALPHABET INC-CL AGOOGL11 funds$1.7B
JPMORGAN CHASE & COJPM11 funds$1.5B
VANGUARD FTSE DEVELOPED ETFVEA11 funds$1.4B
VANGUARD S&P 500 ETFVOO11 funds$1.4B
BROADCOM INCAVGO11 funds$1.4B
INVESCO QQQ TRUST SERIES 1QQQ11 funds$1.3B

Ranked by how many of SPBW's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SPBW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.