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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Allianz Se, Stephens Inc, Commonwealth Equity Services, Llc, Old Mission Capital Llc, and Susquehanna International Group, Llp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Centaurus Financial, Inc. | Sell | -2,996 | -32.4% | 6,241 | $172.00K | Q1 2026 | May 18, 2026 |
| Old Mission Capital Llc | Buy | +14,415 | — | 14,415 | $397.93K | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Sell | -11,914 | -28.0% | 30,624 | $845.39K | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +11,278 | +17.7% | 75,042 | $2.07M | Q1 2026 | May 15, 2026 |
| Us Bancorp \De\ | Buy | +9 | — | 9 | $248.00 | Q1 2026 | May 15, 2026 |
| Lloyd Advisory Services, Llc. | Sell | -2,869 | -92.9% | 220 | $6.07K | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | Buy | +1,256 | +8.8% | 15,454 | $426.62K | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | Sell | -1,016 | -4.1% | 23,734 | $655.19K | Q1 2026 | May 13, 2026 |
| Ae Wealth Management Llc | Buy | +661 | +0.4% | 148,013 | $4.09M | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group Llc. | Sell | -44 | -16.7% | 220 | $6.07K | Q1 2026 | May 13, 2026 |
| Allianz Se | Buy | +404,706 | +498.7% | 485,852 | $13.41M | Q1 2026 | May 11, 2026 |
| Foundations Investment Advisors, Llc | Sell | -780 | -7.4% | 9,831 | $271.39K | Q1 2026 | May 11, 2026 |
| Onedigital Investment Advisors Llc | Sell | -300 | -0.5% | 63,853 | $1.76M | Q1 2026 | May 08, 2026 |
| Key Capital Management, Inc | Buy | +112 | +2800.0% | 116 | $3.20K | Q1 2026 | May 07, 2026 |
| Quest 10 Wealth Builders, Inc. | Buy | +85 | +3.0% | 2,906 | $80.22K | Q1 2026 | May 06, 2026 |
| Ubs Group Ag | Buy | +261 | +334.6% | 339 | $9.36K | Q1 2026 | May 05, 2026 |
| Savant Capital, Llc | Sell | -434 | -1.0% | 43,259 | $1.19M | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, Llc | Buy | +2,680 | +19.8% | 16,183 | $446.74K | Q1 2026 | Apr 30, 2026 |
| Elevated Capital Advisors, Llc | Buy | +301 | — | 301 | $8.31K | Q1 2026 | Apr 30, 2026 |
| Stephens Inc | Buy | +65,183 | +45.5% | 208,551 | $5.76M | Q1 2026 | Apr 28, 2026 |
| Wellment Financial | Sell | -244 | -2.3% | 10,493 | $289.67K | Q1 2026 | Apr 28, 2026 |
| Commonwealth Equity Services, Llc | Sell | -49,447 | -10.0% | 447,344 | $12.35M | Q1 2026 | Apr 27, 2026 |
| Smart Wealth Llc | Sell | -1,298 | -11.2% | 10,293 | $284.14K | Q1 2026 | Apr 23, 2026 |
| Patriot Financial Group Insurance Agency, Llc | Buy | +7,923 | +100.0% | 15,846 | $437.44K | Q1 2026 | Apr 22, 2026 |
| Fwg Investments, Llc. | Buy | +74 | +0.7% | 10,260 | $283.23K | Q1 2026 | Apr 21, 2026 |
| Decker Retirement Planning Inc. | Buy | +23 | +59.0% | 62 | $1.71K | Q1 2026 | Apr 21, 2026 |
| Kestra Private Wealth Services, Llc | Buy | +10,230 | — | 10,230 | $282.40K | Q1 2026 | Apr 20, 2026 |
| Rfg Advisory, Llc | Buy | +2,466 | +1.2% | 203,007 | $5.60M | Q1 2026 | Apr 20, 2026 |
| Cypress Wealth Services, Llc | Sell | -1,006 | -3.8% | 25,494 | $703.78K | Q1 2026 | Apr 15, 2026 |
| Usa Financial Formulas | Sell | -4,106 | -5.6% | 68,733 | $1.90M | Q1 2026 | Apr 14, 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.