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Allianzim US Bf15 Uncap OCT (OCTU)

CUSIP: 00888H547 | NYSE | 67 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

RFG Advisory, LLC214,937
0.1% of portfolio›$6.6M
Commonwealth Equity Services, LLC155,934
0.0% of portfolio›$4.8M
USA Financial Formulas83,114
0.5% of portfolio›$2.6M
Sterling Manor Financial, LLC33,576
0.6% of portfolio›$1.0M
Cypress Wealth Services, LLC23,610
0.1% of portfolio›$739.4K
Farther Finance Advisors, LLC19,846
0.0% of portfolio›$612.1K
NBZ Investment Advisors LLC13,315
0.2% of portfolio›$410.7K
Kestra Advisory Services, LLC12,883
0.0% of portfolio›$397.4K
IFP Advisors, Inc8,664
0.0% of portfolio›$267.2K
Patriot Financial Group Insurance Agency, LLC7,923
0.0% of portfolio›$244.4K
Dhjj Financial Advisors, Ltd.1,695
0.0% of portfolio›$52.3K
Elevated Capital Advisors, LLC217
0.0% of portfolio›$6.7K
Country Trust Bank134
0.0% of portfolio›$4.1K
Lloyd Advisory Services, Llc.6
0.0% of portfolio›$185
StyleTurnoverLocationFiled
RFG Advisory, LLC
214,937$6.6M0.1%ETFMediumBirmingham, AL2026-11-03
Commonwealth Equity Services, LLC
155,934$4.8M0.0%ETFLowWaltham, MA2026-11-02
USA Financial Formulas
83,114$2.6M0.5%ETFVery HighAda, MI2026-10-16
Sterling Manor Financial, LLC
33,576$1.0M0.6%ETFLowSaratoga Springs, NY2026-10-21
Cypress Wealth Services, LLC
23,610$739.4K0.1%ETFLowPalm Desert, CA2026-10-21
Farther Finance Advisors, LLC
19,846$612.1K0.0%IndexLowSan Francisco, CA2026-10-08
NBZ Investment Advisors LLC
13,315$410.7K0.2%ETFLowKnoxville, TN2026-10-30
Kestra Advisory Services, LLC
12,883$397.4K0.0%CoreLowAustin, TX2026-11-02
IFP Advisors, Inc
8,664$267.2K0.0%GrowthLowTampa, FL2026-10-16
Patriot Financial Group Insurance Agency, LLC
7,923$244.4K0.0%GrowthLowWalpole, MA2026-10-14
Dhjj Financial Advisors, Ltd.
1,695$52.3K0.0%ETFVery LowNaperville, IL2026-10-23
Elevated Capital Advisors, LLC
217$6.7K0.0%ETFMediumSandy, UT2026-11-04
Country Trust Bank
134$4.1K0.0%GrowthLowBloomington, IL2026-10-30
Lloyd Advisory Services, Llc.
6$1850.0%ETFVery HighSuwanee, GA2026-11-02