DOSSIER · 13F Holders · Q1 2026
NO LOAD VARIABLE ANN UITY
1 institutions still hold NO LOAD VARIABLE ANN UITY as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
CUSIP 03072P119·1 13F holders·last filed Mar 31, 2026
AI Holders Summary · Q1 2026
NO LOAD VARIABLE ANN UITY (03072P119) has 1 institutional holders with a combined $0.51M position across diversified investments mandates. Leading positions are held by McIlrath & Eck, LLC ($0.51M, NEW). Position changes were muted, with institutions mostly maintaining existing allocations. Of 1 new entries, McIlrath & Eck, LLC initiated a position were notable. This snapshot reflects filings through recent.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.