Funds holding ALLIANZIM US BF15 UNCAP DEC
ISIN US00888H5211 · United States · LEI 25490083BQ4DVMV9BX92
- Fund holders
- 1
- Of which ETFs
- 1 0 other funds
- Value held
- 12.4M $
A single tracked fund declares this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| AllianzIM Buffer15 Uncapped Allocation ETF AIM ETF Products Trust | 435,486 | 12.4M $ | 8.30 % | as of Apr 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| AllianzIM Buffer15 Uncapped Allocation ETF AIM ETF Products Trust | 8.30 % | as of Apr 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1 | 0 | 435,486 | +20.8 % |
| 2026Q1 | 1 | 0 | 360,647 | +37.7 % |
| 2025Q4 | 1 | 0 | 261,906 | +64.6 % |
| 2025Q3 | 1 | 0 | 159,082 | +108.7 % |
| 2025Q2 | 1 | 76,217 |
Institutional managers
53 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| AE Wealth Management LLC | 4,738,733 | 126M $ | as of Mar 31, 2026 |
| Allianz SE | 429,839 | 11.4M $ | as of Mar 31, 2026 |
| Wellment Financial | 380,467 | 10.1M $ | as of Mar 31, 2026 |
| POM Investment Strategies, LLC | 267,720 | 7.1M $ | as of Mar 31, 2026 |
| SMART Wealth LLC | 234,110 | 6.2M $ | as of Mar 31, 2026 |
| STEPHENS INC /AR/ | 207,768 | 5.5M $ | as of Mar 31, 2026 |
| FWG Investments, LLC. | 176,586 | 4.7M $ | as of Mar 31, 2026 |
| Outlook Wealth Advisors, LLC | 150,604 | 4M $ | as of Mar 31, 2026 |
| Aegis Wealth Management, Inc. | 126,827 | 3.4M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 125,198 | 3.3M $ | as of Mar 31, 2026 |
| Elevated Capital Advisors, LLC | 110,769 | 2.9M $ | as of Mar 31, 2026 |
| Integrated Wealth Management | 107,245 | 2.9M $ | as of Mar 31, 2026 |
| FSA Advisors, Inc. | 105,828 | 2.8M $ | as of Mar 31, 2026 |
| MML INVESTORS SERVICES, LLC | 101,603 | 2.7M $ | as of Mar 31, 2026 |
| B.O.S.S. Retirement Advisors, LLC | 89,960 | 2.4M $ | as of Mar 31, 2026 |
| HOWARD BAILEY SECURITIES, LLC | 87,716 | 2.3M $ | as of Mar 31, 2026 |
| Networth Advisors, LLC | 86,842 | 2.3M $ | as of Mar 31, 2026 |
| Csenge Advisory Group | 65,062 | 1.7M $ | as of Mar 31, 2026 |
| Great Lakes Retirement, Inc. | 61,217 | 1.6M $ | as of Mar 31, 2026 |
| Quest 10 Wealth Builders, Inc. | 60,771 | 1.6M $ | as of Mar 31, 2026 |
| LifeWealth Investments, LLC | 60,539 | 1.6M $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 59,413 | 1.6M $ | as of Mar 31, 2026 |
| Savant Capital, LLC | 58,632 | 1.6M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 53,960 | 1.4M $ | as of Mar 31, 2026 |
| Centennial Advisors, LLC | 36,115 | 959.9K $ | as of Mar 31, 2026 |
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Titelia. "Funds holding ALLIANZIM US BF15 UNCAP DEC". https://titelia.com/en/stocks/allianzim-us-bf15-uncap-dec-US00888H5211