13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
SPBU

ALLIANZIM BUFFER15 UNCAPPED ALLOCATION ETF

38 institutions still hold ALLIANZIM BUFFER15 UNCAPPED ALLOCATION ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 00888H455·38 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 4.9%
vs prior quarter
13F value held
$106M
59.0% inst. owned
of float
Holders
38
+30 QoQ
filers reporting
Activity
+43 / −52
+917 added · −821 reduced
this quarter
Concentration
25.80%
Savant Capital, LLC #1
top holder share
AI Holders Summary · Q1 2026

38 institutions reported SPBU in Q1 2026. Savant Capital, LLC leads at 25.8% of the visible book. +30 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Savant Capital, LLC
CIK 0001482880
$27M1.0M0.13%Q1 202602
Transcendent Capital Group LLC
CIK 0002013703
$17M619K7.66%Q1 202603
OSAIC HOLDINGS, INC.
CIK 0001677044
$9M340K0.01%Q1 202604
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$7M268K0.01%Q1 202605
OPTIMA CAPITAL LLC
CIK 0002070972
$7M253K3.19%Q1 202606
Cetera Investment Advisers
CIK 0001666741
$6M207K0.01%Q1 202607
Advisory Services Network, LLC
CIK 0001573876
$6M204K0.07%Q1 202608
Core Wealth Advisors, Inc.
CIK 0001770532
$5M185K1.20%Q1 202609
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$5M177K0.07%Q1 202610
Patriot Financial Group Insurance Agency, LLC
CIK 0001694883
$5M168K0.26%Q1 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M126K0.00%Q1 202612
CGN Advisors LLC
CIK 0001841506
$2M88K0.19%Q1 202613
ALLIANZ SE
CIK 0001127508
$1M53K0.02%Q1 202614
Stonebridge Financial Group, LLC / MO
CIK 0002109198
$1M47K1.08%Q1 202615
Madrona Financial Services, LLC
CIK 0001578370
$861,61532K0.19%Q1 202616
MML INVESTORS SERVICES, LLC
CIK 0000701059
$717,50526K0.00%Q1 202617
Capital Investment Advisory Services, LLC
CIK 0001659203
$708,64826K0.05%Q1 202618
Guardian Capital, LLC
CIK 0002083963
$688,35225K0.66%Q1 202619
STEPHENS INC /AR/
CIK 0000757657
$686,85825K0.01%Q1 202620
SageGuard Financial Group, LLC
CIK 0001861378
$589,88822K0.09%Q1 2026
Page 1 of 2
18 more holders available. Log in →