13F Insight
DOSSIER · 13F Holders · Q3 2026
JANU

ALLIANZIM US BF15 UNCAP JAN

33 institutions still hold ALLIANZIM US BF15 UNCAP JAN as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 00888H513·33 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$73M
visible holders
Holders
33
filers reporting
Concentration
21.28%
Sterling Manor Financial, LLC #1
top holder share
AI Holders Summary · Q3 2026

33 institutions reported JANU in Q3 2026. Sterling Manor Financial, LLC leads at 21.3% 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
$16M511K9.00%Q3 202602
ALLIANZ SE
CIK 0001127508
$15M503K0.16%Q2 202603
Discipline Wealth Solutions, LLC
CIK 0002010507
$7M228K0.60%Q3 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 0001633716
$3M84K0.50%Q3 202609
USA FINANCIAL FORMULAS
CIK 0001534358
$2M78K0.43%Q2 202610
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M75K0.00%Q2 202611
ARS Wealth Advisors Group, LLC
CIK 0001886707
$2M53K0.12%Q3 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
Farther Finance Advisors, LLC
CIK 0001992825
$648K21K0.00%Q3 202618
Transcendent Capital Group LLC
CIK 0002013703
$387K13K0.15%Q2 202619
MML INVESTORS SERVICES, LLC
CIK 0000701059
$380K13K0.00%Q2 202620
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$364K12K0.00%Q2 2026
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