Funds holding ALLIANZIM US BF15 UNCAP JAN
ISIN US00888H5138 · United States · LEI 254900UCCBFBQF1DVT19
- 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 | 425,035 | 12.4M $ | 8.34 % | 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 | 8.34 % | 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 | 425,035 | +20.7 % |
| 2026Q1 | 1 | 0 | 352,256 | +37.4 % |
| 2025Q4 | 1 | 0 | 256,351 | +64.1 % |
| 2025Q3 | 1 | 0 | 156,231 | +108.1 % |
| 2025Q2 | 1 | 75,058 |
Institutional managers
36 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Sterling Manor Financial, LLC | 518,639 | 14.2M $ | as of Mar 31, 2026 |
| Allianz SE | 491,717 | 13.4M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 314,366 | 8.6M $ | as of Mar 31, 2026 |
| VanWeelden Wealth Management, LLC | 226,897 | 6.2M $ | as of Mar 31, 2026 |
| Discipline Wealth Solutions, LLC | 215,123 | 5.9M $ | as of Mar 31, 2026 |
| RFG Advisory, LLC | 206,742 | 5.7M $ | as of Mar 31, 2026 |
| STEPHENS INC /AR/ | 201,444 | 5.5M $ | as of Mar 31, 2026 |
| Kestra Advisory Services, LLC | 149,818 | 4.1M $ | as of Mar 31, 2026 |
| Authentikos Wealth Advisory, LLC | 96,340 | 2.6M $ | as of Mar 31, 2026 |
| USA FINANCIAL FORMULAS | 69,589 | 1.9M $ | as of Mar 31, 2026 |
| ARS Wealth Advisors Group, LLC | 53,034 | 1.4M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 40,127 | 1.1M $ | as of Mar 31, 2026 |
| OLD MISSION CAPITAL LLC | 35,254 | 963.6K $ | as of Mar 31, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 30,967 | 846.5K $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 26,401 | 721.7K $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23,646 | 646.3K $ | as of Mar 31, 2026 |
| Savant Capital, LLC | 22,307 | 609.7K $ | as of Mar 31, 2026 |
| Arax Advisory Partners | 17,975 | 491.3K $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 16,090 | 439.8K $ | as of Mar 31, 2026 |
| Transcendent Capital Group LLC | 13,969 | 381.8K $ | as of Mar 31, 2026 |
| Aegis Wealth Management, Inc. | 11,038 | 301.7K $ | as of Mar 31, 2026 |
| MML INVESTORS SERVICES, LLC | 10,425 | 285K $ | as of Mar 31, 2026 |
| Stratos Wealth Advisors, LLC | 9,220 | 252K $ | as of Mar 31, 2026 |
| Grantvest Financial Group LLC | 8,447 | 230.9K $ | as of Mar 31, 2026 |
| NBZ Investment Advisors LLC | 8,415 | 230K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding ALLIANZIM US BF15 UNCAP JAN". https://titelia.com/en/stocks/allianzim-us-bf15-uncap-jan-US00888H5138