Across its top 20 institutional holders, SPBX's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 7/100, avg. turnover score 28/100).

Quarterly Activity

Recent Activity

+$9.3M

Total Buy Value

$21.8M

Total Sell Value

New buy6

Trim5

Add8

Sold out2

Net Buyers

Net Sellers

Smart Money Convergence

SPBX 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 2026-03-31 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.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

00888H471

FAQ

Who are the top institutional investors holding ALLIANZIM 6M BUFFER10 ALLOC (SPBX)?

Major stakeholders currently include Allianz SE ($11.1M), Cambridge Investment Research Advisors, Inc. ($4.6M), AE Wealth Management LLC ($3.6M). Based on the latest 13F filings, there are a total of 21 tracked investment funds and institutions maintaining positions in SPBX.

What is the overall institutional sentiment toward SPBX recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $1.2M, driven by 14 managers accumulating shares while 7 reduced their exposure.

Which institutions have been selling or reducing their SPBX positions?

In the latest period, 5 funds trimmed their holdings, and 2 managers completely exited their positions. The aggregate reported sell value was $21.8M.

Are there any notable investors adding SPBX to their portfolios?

Yes, buying activity remains notable. 6 institutions opened new positions in {ticker}, and 8 existing holders added to their shares. The total reported buy value for the quarter amounted to $9.3M.