ALLIANZIM US BF15 UNCAP OCT (OCTU) Institutional Ownership Changes & 13F Activity
ALLIANZIM US BF15 UNCAP OCT (OCTU). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Commonwealth Equity Services, Llc, Susquehanna International Group, Llp, Osaic Holdings, Inc., Allianz Se, and Onedigital Investment Advisors Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Susquehanna International Group, Llp | Buy | +51,493 | +168.1% | 82,117 | $2.50M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -32,218 | -42.9% | 42,824 | $1.30M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +17,679 | — | 17,679 | $537.79K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +13,527 | — | 13,527 | $411.49K | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +11,804 | — | 11,804 | $359.08K | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +8,455 | — | 8,455 | $257.00K | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +2,525 | +17.5% | 16,940 | $515.31K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +187 | — | 187 | $5.69K | Q2 2026 | Aug 14, 2026 |
| Nbz Investment Advisors Llc | Sell | -396 | -2.8% | 13,922 | $423.51K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -249 | -73.5% | 90 | $2.74K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +3,651 | — | 3,651 | $110.15K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Sell | -1,166 | -18.3% | 5,223 | $158.88K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -418 | -1.8% | 23,316 | $709.27K | Q2 2026 | Aug 12, 2026 |
| Allianz Se | Buy | +26,241 | +5.4% | 512,093 | $15.58M | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | Buy | +10,760 | +69.6% | 26,214 | $797.43K | Q2 2026 | Aug 10, 2026 |
| Onedigital Investment Advisors Llc | Sell | -19,825 | -31.0% | 44,028 | $1.34M | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Buy | +746 | +6.3% | 12,678 | $385.67K | Q2 2026 | Aug 07, 2026 |
| Lloyd Advisory Services, Llc. | Sell | -214 | -97.3% | 6 | $183.00 | Q2 2026 | Aug 07, 2026 |
| Bcgm Wealth Management, Llc | Sell | -1,339 | -14.5% | 7,901 | $240.35K | Q2 2026 | Aug 04, 2026 |
| Envestnet Asset Management Inc | Buy | +799 | +8.1% | 10,636 | $323.55K | Q2 2026 | Aug 03, 2026 |
| Elevated Capital Advisors, Llc | Sell | -84 | -27.9% | 217 | $6.60K | Q2 2026 | Aug 03, 2026 |
| Commonwealth Equity Services, Llc | Sell | -275,484 | -61.6% | 171,860 | $5.23M | Q2 2026 | Jul 29, 2026 |
| Stephens Inc | Sell | -2,544 | -1.2% | 206,007 | $6.27M | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, Llc | Sell | -2,700 | -16.7% | 13,483 | $410.15K | Q2 2026 | Jul 28, 2026 |
| Ifp Advisors, Inc | Buy | +1,689 | +26.0% | 8,190 | $249.14K | Q2 2026 | Jul 20, 2026 |
| Farther Finance Advisors, Llc | Buy | +8,728 | — | 8,728 | $265.51K | Q2 2026 | Jul 17, 2026 |
| Patriot Financial Group Insurance Agency, Llc | Sell | -7,923 | -50.0% | 7,923 | $241.02K | Q2 2026 | Jul 16, 2026 |
| Rfg Advisory, Llc | Buy | +6,935 | +3.4% | 209,942 | $6.39M | Q2 2026 | Jul 15, 2026 |
| Country Trust Bank | Buy | +134 | — | 134 | $4.08K | Q2 2026 | Jul 15, 2026 |
| Us Bancorp \De\ | Sell | -9 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
Frequently asked questions about OCTU activity
Which institutional owners are buying OCTU?
Institutional owners buying OCTU include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in OCTU activity?
"Buy" means an investor increased their reported position in OCTU compared to the prior reporting period. This reflects growing exposure to ALLIANZIM US BF15 UNCAP OCT (OCTU) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in OCTU increasing?
Institutional interest in OCTU can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.