13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
JANU

ALLIANZIM US BF15 UNCAP JAN

37 institutions still hold ALLIANZIM US BF15 UNCAP JAN as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 00888H513·37 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 4.7%
vs prior quarter
13F value held
$76M
48.0% inst. owned
of float
Holders
37
-26 QoQ
filers reporting
Activity
+47 / −80
+1,057 added · −875 reduced
this quarter
Concentration
18.72%
Sterling Manor Financial, LLC #1
top holder share
AI Holders Summary · Q1 2026

37 institutions reported JANU in Q1 2026. Sterling Manor Financial, LLC leads at 18.7% of the visible book. -26 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Sterling Manor Financial, LLC
CIK 0001842015
$14M519K8.87%Q1 202602
ALLIANZ SE
CIK 0001127508
$13M492K0.15%Q1 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$9M314K0.00%Q1 202604
VanWeelden Wealth Management, LLC
CIK 0001740451
$6M227K4.95%Q1 202605
Discipline Wealth Solutions, LLC
CIK 0002010507
$6M215K0.62%Q1 202606
RFG Advisory, LLC
CIK 0001633387
$6M207K0.10%Q1 202607
STEPHENS INC /AR/
CIK 0000757657
$6M201K0.07%Q1 202608
Kestra Advisory Services, LLC
CIK 0001830819
$4M150K0.02%Q1 202609
Authentikos Wealth Advisory, LLC
CIK 0001967054
$3M96K1.78%Q1 202610
USA FINANCIAL FORMULAS
CIK 0001633716
$2M70K0.36%Q1 202611
ARS Wealth Advisors Group, LLC
CIK 0001886707
$1M53K0.12%Q1 202612
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$1M40K0.00%Q1 202613
OLD MISSION CAPITAL LLC
CIK 0001455915
$963,63935K0.02%Q1 202614
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$846,45831K0.05%Q1 202615
Cetera Investment Advisers
CIK 0001666741
$721,65026K0.00%Q1 202616
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$646,34424K0.00%Q1 202617
Savant Capital, LLC
CIK 0001482880
$609,74522K0.00%Q1 202618
Arax Advisory Partners
CIK 0001586767
$491,33318K0.01%Q1 202619
OSAIC HOLDINGS, INC.
CIK 0001677044
$439,78316K0.00%Q1 202620
Transcendent Capital Group LLC
CIK 0002013703
$381,83114K0.17%Q1 2026
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