OCTU Institutional Ownership & Shareholders
ALLIANZIM US BF15 UNCAP OCT (OCTU) is currently held by 35 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $50.87M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Allianz Se is currently the largest disclosed institutional shareholder of OCTU tracked by InsiderSet, reporting ownership valued at approximately $15.58M 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 $15.62M, representing an estimated gain of +0.29% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed OCTU value among the investors covered in this analysis. Major shareholders include Allianz Se, Rfg Advisory, Llc, Stephens Inc, and several other long-term asset managers with concentrated positions in ALLIANZIM US BF15 UNCAP OCT (OCTU).
This page ranks the largest institutional OCTU 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
35
Total Reported Value
$50.87M
Largest Holder
Allianz Se
Largest Position
$15.58M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
49
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Allianz Se | 0.16% | 512,093 | $15,577,869 | $15,622,319 | +$44,450 | +0.29% | |
| Rfg Advisory, Llc | 0.09% | 214,937 | $6,629,517 | $6,557,040 | -$72,477 | -1.09% | |
| Stephens Inc | 0.07% | 206,007 | $6,266,733 | $6,284,614 | +$17,881 | +0.29% | |
| Commonwealth Equity Services, Llc | 0.01% | 155,934 | $4,809,630 | $4,757,047 | -$52,583 | -1.09% | |
| Usa Financial Formulas | 0.50% | 83,114 | $2,563,568 | $2,535,542 | -$28,026 | -1.09% | |
| Susquehanna International Group, Llp | 0.00% | 82,117 | $2,497,999 | $2,505,127 | +$7,128 | +0.29% | |
| Onedigital Investment Advisors Llc | 0.01% | 44,028 | $1,339,332 | $1,343,153 | +$3,821 | +0.29% | |
| Savant Capital, Llc | 0.00% | 43,259 | $1,315,939 | $1,319,694 | +$3,755 | +0.29% | |
| Osaic Holdings, Inc. | 0.00% | 42,824 | $1,302,699 | $1,306,423 | +$3,724 | +0.29% | |
| Sterling Manor Financial, Llc | 0.60% | 33,576 | $1,035,619 | $1,024,296 | -$11,323 | -1.09% | |
| Arax Advisory Partners | 0.01% | 26,214 | $797,430 | $799,705 | +$2,275 | +0.29% | |
| Cypress Wealth Services, Llc | 0.09% | 23,610 | $739,354 | $720,266 | -$19,088 | -2.58% | |
| Cetera Investment Advisers | 0.00% | 23,316 | $709,273 | $711,297 | +$2,024 | +0.29% | |
| Farther Finance Advisors, Llc | 0.00% | 19,846 | $612,130 | $605,438 | -$6,692 | -1.09% | |
| Jane Street Group, Llc | 0.00% | 17,679 | $537,795 | $539,330 | +$1,535 | +0.29% | |
| Old Mission Capital Llc | 0.01% | 16,940 | $515,314 | $516,785 | +$1,471 | +0.29% | |
| Raymond James Financial Inc | 0.00% | 13,527 | $411,491 | $412,665 | +$1,174 | +0.29% | |
| Nbz Investment Advisors Llc | 0.16% | 13,315 | $410,688 | $406,198 | -$4,490 | -1.09% | |
| Kestra Advisory Services, Llc | 0.00% | 12,883 | $397,363 | $393,019 | -$4,344 | -1.09% | |
| Mml Investors Services, Llc | 0.00% | 12,678 | $385,665 | $386,765 | +$1,100 | +0.29% | |
| Ameriprise Financial Inc | 0.00% | 11,804 | $359,078 | $360,102 | +$1,024 | +0.29% | |
| Envestnet Asset Management Inc | 0.00% | 10,636 | $323,547 | $324,470 | +$923 | +0.29% | |
| Ifp Advisors, Inc | 0.00% | 8,664 | $267,232 | $264,311 | -$2,921 | -1.09% | |
| Hrt Financial Lp | 0.00% | 8,455 | $257,000 | $257,935 | +$935 | +0.36% | |
| Patriot Financial Group Insurance Agency, Llc | 0.02% | 7,923 | $244,377 | $241,705 | -$2,672 | -1.09% | |
| Bcgm Wealth Management, Llc | 0.05% | 7,901 | $240,348 | $241,034 | +$686 | +0.29% | |
| Centaurus Financial, Inc. | 0.01% | 6,241 | $190,000 | $190,393 | +$393 | +0.21% | |
| Harbour Investments, Inc. | 0.00% | 5,223 | $158,884 | $159,337 | +$453 | +0.29% | |
| Jpmorgan Chase & Co | 0.00% | 3,651 | $110,152 | $111,380 | +$1,228 | +1.12% | |
| Dhjj Financial Advisors, Ltd. | 0.01% | 1,695 | $52,281 | $51,709 | -$572 | -1.09% | |
| Elevated Capital Advisors, Llc | 0.00% | 217 | $6,601 | $6,620 | +$19 | +0.29% | |
| Ifg Advisory, Llc | 0.00% | 187 | $5,689 | $5,705 | +$16 | +0.28% | |
| Country Trust Bank | 0.00% | 134 | $4,133 | $4,088 | -$45 | -1.09% | |
| Ubs Group Ag | 0.00% | 90 | $2,738 | $2,746 | +$8 | +0.28% | |
| Lloyd Advisory Services, Llc. | 0.00% | 6 | $185 | $183 | -$2 | -1.06% |
Frequently asked questions about OCTU
Who are the largest institutional holders of OCTU?
The largest institutional holders of OCTU reported in the latest SEC Form 13F filings include Allianz Se, Rfg Advisory, Llc, Stephens Inc, Commonwealth Equity Services, Llc, and Usa Financial Formulas. InsiderSet ranks institutional holders by their latest reported OCTU position.
What is OCTU institutional ownership?
This page tracks OCTU positions reported by institutional investment managers through SEC Form 13F. ALLIANZIM US BF15 UNCAP OCT (OCTU) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own OCTU?
InsiderSet currently tracks 35 institutional managers reporting OCTU 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 OCTU shareholders.
How much OCTU stock do institutions own?
Institutional investment managers disclosed approximately $50.87M in OCTU holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was OCTU institutional ownership last updated?
The latest OCTU institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 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 OCTU 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 OCTU position after the reporting date.
Are institutions buying or selling OCTU?
Institutional buying and selling can be analyzed by comparing OCTU positions across consecutive 13F reporting periods. InsiderSet's OCTU Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View OCTU ownership changes.
How has OCTU institutional ownership changed over time?
InsiderSet tracks OCTU institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.