Funds holding ALLIANZIM US BF15 UNCAP JUL
ISIN US00888H5708 · United States · LEI 254900P000TFO5X3GB07
- 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 | 402,709 | 12.4M $ | 8.35 % | 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 | 8.35 % | 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 | 402,709 | +20.7 % |
| 2026Q1 | 1 | 0 | 333,527 | +37.4 % |
| 2025Q4 | 1 | 0 | 242,718 | +63.9 % |
| 2025Q3 | 1 | 0 | 148,094 | +108.1 % |
| 2025Q2 | 1 | 71,173 |
Institutional managers
54 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| AE Wealth Management LLC | 1,505,367 | 43M $ | as of Mar 31, 2026 |
| Allianz SE | 397,822 | 11.4M $ | as of Mar 31, 2026 |
| Sanctuary Advisors, LLC | 263,333 | 7.5M $ | as of Mar 31, 2026 |
| Authentikos Wealth Advisory, LLC | 246,061 | 7M $ | as of Mar 31, 2026 |
| RFG Advisory, LLC | 194,431 | 5.6M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 169,901 | 4.9M $ | as of Mar 31, 2026 |
| Wellment Financial | 135,571 | 3.9M $ | as of Mar 31, 2026 |
| STEPHENS INC /AR/ | 115,318 | 3.3M $ | as of Mar 31, 2026 |
| POM Investment Strategies, LLC | 103,778 | 3M $ | as of Mar 31, 2026 |
| SMART Wealth LLC | 75,360 | 2.2M $ | as of Mar 31, 2026 |
| USA FINANCIAL FORMULAS | 65,966 | 1.9M $ | as of Mar 31, 2026 |
| FWG Investments, LLC. | 59,081 | 1.7M $ | as of Mar 31, 2026 |
| Outlook Wealth Advisors, LLC | 58,460 | 1.7M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 56,311 | 1.6M $ | as of Mar 31, 2026 |
| Golden Reserve Retirement LLC | 42,098 | 1.2M $ | as of Mar 31, 2026 |
| FSA Advisors, Inc. | 39,538 | 1.1M $ | as of Mar 31, 2026 |
| Integrated Wealth Management | 37,810 | 1.1M $ | as of Mar 31, 2026 |
| Networth Advisors, LLC | 32,953 | 940.8K $ | as of Mar 31, 2026 |
| Csenge Advisory Group | 30,004 | 856.6K $ | as of Mar 31, 2026 |
| Aegis Wealth Management, Inc. | 25,043 | 715K $ | as of Mar 31, 2026 |
| HOWARD BAILEY SECURITIES, LLC | 23,929 | 683.2K $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 22,347 | 638K $ | as of Mar 31, 2026 |
| NBZ Investment Advisors LLC | 20,457 | 584K $ | as of Mar 31, 2026 |
| Elevated Capital Advisors, LLC | 20,036 | 572K $ | as of Mar 31, 2026 |
| Quest 10 Wealth Builders, Inc. | 19,826 | 566K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding ALLIANZIM US BF15 UNCAP JUL". https://titelia.com/en/stocks/allianzim-us-bf15-uncap-jul-US00888H5708