ALLIANZIM US BF15 UNCAP APR (ARLU) Institutional Ownership Changes & 13F Activity
ALLIANZIM US BF15 UNCAP APR (ARLU). 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 Usa Financial Formulas, Susquehanna International Group, Llp, Mml Investors Services, Llc, Allianz Se, and Envestnet Asset Management Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +18,050 | — | 18,050 | $576.31K | Q2 2026 | Sep 23, 2026 |
| Susquehanna International Group, Llp | Sell | -28,331 | -45.8% | 33,524 | $1.07M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +11,318 | — | 11,318 | $361.37K | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Buy | +7,344 | +61.2% | 19,337 | $617.40K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +140 | +3.4% | 4,250 | $135.69K | Q2 2026 | Aug 14, 2026 |
| Jpmorgan Chase & Co | Buy | +9,668 | — | 9,668 | $306.32K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Sell | -4,001 | -34.8% | 7,482 | $238.89K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +19 | +0.1% | 15,016 | $479.44K | Q2 2026 | Aug 12, 2026 |
| Allianz Se | Buy | +19,470 | +4.5% | 450,474 | $14.38M | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | Buy | +4,150 | +26.0% | 20,128 | $642.65K | Q2 2026 | Aug 10, 2026 |
| Mml Investors Services, Llc | Buy | +23,549 | — | 23,549 | $751.88K | Q2 2026 | Aug 07, 2026 |
| Commonwealth Equity Services, Llc | Sell | -15,477 | -5.1% | 289,739 | $9.25M | Q2 2026 | Jul 29, 2026 |
| Stephens Inc | Buy | +6,054 | +6.6% | 98,156 | $3.13M | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, Llc | Sell | -902 | -1.0% | 85,672 | $2.74M | Q2 2026 | Jul 28, 2026 |
| Creative Financial Designs Inc | Sell | -400 | -11.9% | 2,950 | $94.19K | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, Llc | Buy | +519 | — | 519 | $16.57K | Q2 2026 | Jul 17, 2026 |
| Patriot Financial Group Insurance Agency, Llc | Sell | -9,566 | -50.0% | 9,566 | $305.43K | Q2 2026 | Jul 16, 2026 |
| Ars Wealth Advisors Group, Llc | Sell | -374 | -0.3% | 134,753 | $4.30M | Q2 2026 | Jul 16, 2026 |
| Rfg Advisory, Llc | Buy | +7,686 | +4.0% | 197,978 | $6.32M | Q2 2026 | Jul 15, 2026 |
| Independent Financial Group, Llc | Buy | +3,455 | +25.4% | 17,080 | $545.34K | Q2 2026 | Jul 15, 2026 |
| Country Trust Bank | Buy | +125 | — | 125 | $3.99K | Q2 2026 | Jul 15, 2026 |
| Citadel Advisors Llc | Sell | -16,915 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Barclays Plc | Sell | -51 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Savant Capital, Llc | Sell | -11,950 | -100.0% | 0 | $0.00 | Q2 2026 | May 04, 2026 |
| Usa Financial Formulas | Sell | -64,932 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 14, 2026 |
Frequently asked questions about ARLU activity
Which institutional owners are buying ARLU?
Institutional owners buying ARLU 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 ARLU activity?
"Buy" means an investor increased their reported position in ARLU compared to the prior reporting period. This reflects growing exposure to ALLIANZIM US BF15 UNCAP APR (ARLU) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in ARLU increasing?
Institutional interest in ARLU 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.