13F Insight
DOSSIER · 13F Holders · Q2 2026
JANU

ALLIANZIM US BF15 UNCAP JAN

33 institutions still hold ALLIANZIM US BF15 UNCAP JAN as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 00888H513·33 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$70M
visible holders
Holders
33
filers reporting
Concentration
21.55%
ALLIANZ SE #1
top holder share
AI Holders Summary · Q2 2026

33 institutions reported JANU in Q2 2026. ALLIANZ SE leads at 21.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
ALLIANZ SE
CIK 0001127508
$15M503K0.16%Q2 202602
Sterling Manor Financial, LLC
CIK 0001842015
$14M519K8.87%Q1 202603
Discipline Wealth Solutions, LLC
CIK 0002010507
$7M220K0.58%Q2 202604
RFG Advisory, LLC
CIK 0001633387
$6M213K0.10%Q2 202605
STEPHENS INC /AR/
CIK 0000757657
$6M200K0.07%Q2 202606
Kestra Advisory Services, LLC
CIK 0001830819
$4M143K0.01%Q2 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M119K0.00%Q2 202608
USA FINANCIAL FORMULAS
CIK 0001534358
$2M78K0.43%Q2 202609
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M75K0.00%Q2 202610
USA FINANCIAL FORMULAS
CIK 0001633716
$2M70K0.36%Q1 202611
ARS Wealth Advisors Group, LLC
CIK 0001886707
$2M53K0.13%Q2 202612
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$1M40K0.06%Q2 202613
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$1M37K0.00%Q2 202614
Cetera Investment Advisers
CIK 0001666741
$808K27K0.00%Q2 202615
Arax Advisory Partners
CIK 0001586767
$733K24K0.00%Q2 202616
Savant Capital, LLC
CIK 0001482880
$670K22K0.00%Q2 202617
Transcendent Capital Group LLC
CIK 0002013703
$387K13K0.15%Q2 202618
MML INVESTORS SERVICES, LLC
CIK 0000701059
$380K13K0.00%Q2 202619
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$364K12K0.00%Q2 202620
Farther Finance Advisors, LLC
CIK 0001992825
$282K9K0.00%Q2 2026
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