Allianzim Buffer20 Alloc
$29.49+0.2%
-$4.2M
Net Activity
-7.96% total shares
Institutions Holding
33
Popularity Rank
#7252
Avg Weight
0.10%
Total Value
$48.3M
33 institutions currently hold SPBW, with 24 net buyers and 8 net sellers this quarter.
Institutional Moves (Q2 2026)
Significantly Increased
Based on recent trading activity
Net Selling Institutions
8
Net Buying Institutions
24
Top 5 by Value
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Across its top 20 institutional holders, SPBW's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 7/100, avg. turnover score 28/100).
SPBW ranks #7252 out of 37696 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
33 institutions disclose a position in SPBW, but none treat it as a major bet — even Evolution Wealth Management Inc., its most concentrated holder, allocates just 2.5% of its own portfolio to it.
Independent Financial Group, LLC has added to its SPBW position for two straight quarters, increasing it by $1.2M to reach $5.7M today.
SPBW is up 0.2% today, but institutions show net selling of $4.2M this quarter — a divergence between today's price move and the underlying institutional flow.
+$12.5M
Total Buy Value
$13.2M
Total Sell Value
24
Net Buyers
8
Net Sellers
SPBW
Q2 2026
Top 5 Institutional Movers
-$9.5M
+$3.6M
-$1.9M
+$1.9M
SPBW does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
00888H463
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,112
Total reported value
$390.3B
Held by 4112 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,086
Total reported value
$377.7B
Held by 4086 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
6,178
Total reported value
$2.9T
Held by 6178 institutions — one of the most-tracked stocks on AlphaSMO
Access SPBW's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/SPBWCLI
npx alphasmo stocks get SPBW