13F Insight
DOSSIER · 13F Holders · Q1 2026
JANU

ALLIANZIM US BF15 UNCAP JAN

36 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 00888H513·36 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$77M
visible holders
Holders
36
filers reporting
Concentration
18.31%
Sterling Manor Financial, LLC #1
top holder share
AI Holders Summary · Q1 2026

36 institutions reported JANU in Q1 2026. Sterling Manor Financial, LLC leads at 18.3% of the visible book.

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
Discipline Wealth Solutions, LLC
CIK 0002010507
$7M220K0.58%Q2 202605
RFG Advisory, LLC
CIK 0001633387
$6M213K0.10%Q2 202606
VanWeelden Wealth Management, LLC
CIK 0001740451
$6M227K4.95%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
$2M53K0.13%Q2 202612
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$1M40K0.00%Q1 202613
OLD MISSION CAPITAL LLC
CIK 0001455915
$964K35K0.02%Q1 202614
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$846K31K0.05%Q1 202615
Cetera Investment Advisers
CIK 0001666741
$722K26K0.00%Q1 202616
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$646K24K0.00%Q1 202617
Savant Capital, LLC
CIK 0001482880
$610K22K0.00%Q1 202618
Arax Advisory Partners
CIK 0001586767
$491K18K0.01%Q1 202619
OSAIC HOLDINGS, INC.
CIK 0001677044
$440K16K0.00%Q1 202620
Transcendent Capital Group LLC
CIK 0002013703
$382K14K0.17%Q1 2026
Page 1 of 2
16 more holders available. Log in →