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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Centaurus Financial, Inc.Sell-2,996-32.4%6,241$172.00KQ1 2026May 18, 2026
Old Mission Capital LlcBuy+14,415—14,415$397.93KQ1 2026May 15, 2026
Susquehanna International Group, LlpSell-11,914-28.0%30,624$845.39KQ1 2026May 15, 2026
Osaic Holdings, Inc.Buy+11,278+17.7%75,042$2.07MQ1 2026May 15, 2026
Us Bancorp \De\Buy+9—9$248.00Q1 2026May 15, 2026
Lloyd Advisory Services, Llc.Sell-2,869-92.9%220$6.07KQ1 2026May 13, 2026
Arax Advisory PartnersBuy+1,256+8.8%15,454$426.62KQ1 2026May 13, 2026
Cetera Investment AdvisersSell-1,016-4.1%23,734$655.19KQ1 2026May 13, 2026
Ae Wealth Management LlcBuy+661+0.4%148,013$4.09MQ1 2026May 13, 2026
Kingdom Financial Group Llc.Sell-44-16.7%220$6.07KQ1 2026May 13, 2026
Allianz SeBuy+404,706+498.7%485,852$13.41MQ1 2026May 11, 2026
Foundations Investment Advisors, LlcSell-780-7.4%9,831$271.39KQ1 2026May 11, 2026
Onedigital Investment Advisors LlcSell-300-0.5%63,853$1.76MQ1 2026May 08, 2026
Key Capital Management, IncBuy+112+2800.0%116$3.20KQ1 2026May 07, 2026
Quest 10 Wealth Builders, Inc.Buy+85+3.0%2,906$80.22KQ1 2026May 06, 2026
Ubs Group AgBuy+261+334.6%339$9.36KQ1 2026May 05, 2026
Savant Capital, LlcSell-434-1.0%43,259$1.19MQ1 2026May 04, 2026
Kestra Advisory Services, LlcBuy+2,680+19.8%16,183$446.74KQ1 2026Apr 30, 2026
Elevated Capital Advisors, LlcBuy+301—301$8.31KQ1 2026Apr 30, 2026
Stephens IncBuy+65,183+45.5%208,551$5.76MQ1 2026Apr 28, 2026
Wellment FinancialSell-244-2.3%10,493$289.67KQ1 2026Apr 28, 2026
Commonwealth Equity Services, LlcSell-49,447-10.0%447,344$12.35MQ1 2026Apr 27, 2026
Smart Wealth LlcSell-1,298-11.2%10,293$284.14KQ1 2026Apr 23, 2026
Patriot Financial Group Insurance Agency, LlcBuy+7,923+100.0%15,846$437.44KQ1 2026Apr 22, 2026
Fwg Investments, Llc.Buy+74+0.7%10,260$283.23KQ1 2026Apr 21, 2026
Decker Retirement Planning Inc.Buy+23+59.0%62$1.71KQ1 2026Apr 21, 2026
Kestra Private Wealth Services, LlcBuy+10,230—10,230$282.40KQ1 2026Apr 20, 2026
Rfg Advisory, LlcBuy+2,466+1.2%203,007$5.60MQ1 2026Apr 20, 2026
Cypress Wealth Services, LlcSell-1,006-3.8%25,494$703.78KQ1 2026Apr 15, 2026
Usa Financial FormulasSell-4,106-5.6%68,733$1.90MQ1 2026Apr 14, 2026
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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.