DOSSIER · 13F Holders · Q2 2026
NVBU

ALLIANZIM US BF15 UNCAP NOV

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

CUSIP 00888H539·25 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$33M
visible holders
Holders
25
filers reporting
Concentration
47.74%
ALLIANZ SE #1
top holder share
AI Holders Summary · Q2 2026

25 institutions reported NVBU in Q2 2026. ALLIANZ SE leads at 47.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
ALLIANZ SE
CIK 0001127508
$16M507K0.17%Q2 2026
02
STEPHENS INC /AR/
CIK 0000757657
$5M155K0.05%Q2 2026
03
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$3M91K0.00%Q2 2026
04
Cypress Wealth Services, LLC
CIK 0001721527
$3M87K0.33%Q2 2026
05
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M50K0.00%Q2 2026
06
Savant Capital, LLC
CIK 0001482880
$2M49K0.00%Q2 2026
07
SECURED RETIREMENT ADVISORS, LLC
CIK 0002012356
$688K22K0.35%Q2 2026
08
Arax Advisory Partners
CIK 0001586767
$589K19K0.00%Q2 2026
09
MONEY CONCEPTS CAPITAL CORP
CIK 0000716851
$348K11K0.02%Q2 2026
10
Creative Planning
CIK 0001540235
$343K11K0.00%Q2 2026
11
Cetera Investment Advisers
CIK 0001666741
$305K10K0.00%Q2 2026
12
Farther Finance Advisors, LLC
CIK 0001992825
$265K9K0.00%Q2 2026
13
Grantvest Financial Group LLC
CIK 0002055216
$263K9K0.15%Q2 2026
14
PFG Investments, LLC
CIK 0001973224
$258K8K0.01%Q2 2026
15
JPMORGAN CHASE & CO
CIK 0000019617
$255K8K0.00%Q2 2026
16
Kestra Advisory Services, LLC
CIK 0001830819
$235K8K0.00%Q2 2026
17
BARCLAYS PLC
CIK 0000312069
$108K4K0.00%Q2 2026
18
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$76K2K0.00%Q2 2026
19
IFP Advisors, Inc
CIK 0001641866
$55K2K0.00%Q2 2026
20
AE Wealth Management LLC
CIK 0001697723
$44K1K0.00%Q2 2026
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