ARLU Institutional Ownership & Shareholders
ALLIANZIM US BF15 UNCAP APR (ARLU) is currently held by 25 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $49.95M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Allianz Se is currently the largest disclosed institutional shareholder of ARLU tracked by InsiderSet, reporting ownership valued at approximately $14.38M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $14.36M, representing an estimated loss of -0.19% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 87% of the total disclosed ARLU value among the investors covered in this analysis. Major shareholders include Allianz Se, Commonwealth Equity Services, Llc, Rfg Advisory, Llc, and several other long-term asset managers with concentrated positions in ALLIANZIM US BF15 UNCAP APR (ARLU).
This page ranks the largest institutional ARLU shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
25
Total Reported Value
$49.95M
Largest Holder
Allianz Se
Largest Position
$14.38M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
31
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Allianz Se | 0.15% | 450,474 | $14,382,914 | $14,355,165 | -$27,749 | -0.19% | |
| Commonwealth Equity Services, Llc | 0.01% | 222,124 | $7,187,270 | $7,078,381 | -$108,889 | -1.52% | |
| Rfg Advisory, Llc | 0.09% | 202,848 | $6,563,553 | $6,464,117 | -$99,436 | -1.51% | |
| Ars Wealth Advisors Group, Llc | 0.32% | 134,445 | $4,350,237 | $4,284,332 | -$65,905 | -1.51% | |
| Stephens Inc | 0.04% | 98,156 | $3,133,964 | $3,127,918 | -$6,046 | -0.19% | |
| Kestra Advisory Services, Llc | 0.01% | 86,432 | $2,796,680 | $2,754,311 | -$42,369 | -1.51% | |
| Usa Financial Formulas | 0.50% | 79,075 | $2,558,630 | $2,519,867 | -$38,763 | -1.51% | |
| Susquehanna International Group, Llp | 0.00% | 33,524 | $1,070,368 | $1,068,303 | -$2,065 | -0.19% | |
| Mml Investors Services, Llc | 0.00% | 23,549 | $751,882 | $750,431 | -$1,451 | -0.19% | |
| Arax Advisory Partners | 0.00% | 20,128 | $642,655 | $641,415 | -$1,240 | -0.19% | |
| Foundations Investment Advisors, Llc | 0.01% | 19,337 | $617,399 | $616,208 | -$1,191 | -0.19% | |
| Envestnet Asset Management Inc | 0.00% | 18,050 | $576,308 | $575,196 | -$1,112 | -0.19% | |
| Independent Financial Group, Llc | 0.01% | 16,280 | $526,772 | $518,792 | -$7,980 | -1.51% | |
| Cetera Investment Advisers | 0.00% | 15,016 | $479,437 | $478,512 | -$925 | -0.19% | |
| First Heartland Consultants, Inc. | 0.03% | 13,259 | $429,021 | $422,522 | -$6,499 | -1.51% | |
| Silver Oak Securities, Incorporated | 0.02% | 12,390 | $395,593 | $394,830 | -$763 | -0.19% | |
| Raymond James Financial Inc | 0.00% | 11,318 | $361,366 | $360,668 | -$698 | -0.19% | |
| Patriot Financial Group Insurance Agency, Llc | 0.03% | 9,566 | $309,527 | $304,838 | -$4,689 | -1.51% | |
| Jpmorgan Chase & Co | 0.00% | 9,668 | $306,320 | $308,088 | +$1,768 | +0.58% | |
| Walser Wealth Management Company, A Ltd Liability Co | 0.11% | 8,140 | $263,386 | $259,396 | -$3,990 | -1.51% | |
| Harbour Investments, Inc. | 0.00% | 7,482 | $238,888 | $238,427 | -$461 | -0.19% | |
| Osaic Holdings, Inc. | 0.00% | 4,250 | $135,694 | $135,434 | -$260 | -0.19% | |
| Creative Financial Designs Inc | 0.00% | 2,950 | $94,189 | $94,007 | -$182 | -0.19% | |
| Farther Finance Advisors, Llc | 0.00% | 519 | $16,793 | $16,539 | -$254 | -1.51% | |
| Country Trust Bank | 0.00% | 125 | $4,045 | $3,983 | -$62 | -1.52% |
Frequently asked questions about ARLU
Who are the largest institutional holders of ARLU?
The largest institutional holders of ARLU reported in the latest SEC Form 13F filings include Allianz Se, Commonwealth Equity Services, Llc, Rfg Advisory, Llc, Ars Wealth Advisors Group, Llc, and Stephens Inc. InsiderSet ranks institutional holders by their latest reported ARLU position.
What is ARLU institutional ownership?
This page tracks ARLU positions reported by institutional investment managers through SEC Form 13F. ALLIANZIM US BF15 UNCAP APR (ARLU) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ARLU?
InsiderSet currently tracks 25 institutional managers reporting ARLU holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ARLU shareholders.
How much ARLU stock do institutions own?
Institutional investment managers disclosed approximately $49.95M in ARLU holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ARLU institutional ownership last updated?
The latest ARLU institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ARLU holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ARLU position after the reporting date.
Are institutions buying or selling ARLU?
Institutional buying and selling can be analyzed by comparing ARLU positions across consecutive 13F reporting periods. InsiderSet's ARLU Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ARLU ownership changes.
How has ARLU institutional ownership changed over time?
InsiderSet tracks ARLU institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.