ALLIANZIM US BF15 UNCAP SEP (SEPU) Institutional Ownership Changes & 13F Activity
ALLIANZIM US BF15 UNCAP SEP (SEPU). 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 Gradient Investments Llc, Ae Wealth Management Llc, Susquehanna International Group, Llp, Pom Investment Strategies, Llc, and Arax Advisory Partners.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Brown Financial Advisors | Buy | +4,571 | +4.6% | 104,861 | $3.26M | Q2 2026 | Aug 26, 2026 |
| Susquehanna International Group, Llp | Buy | +48,919 | — | 48,919 | $1.52M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +8,084 | — | 8,084 | $251.13K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -571 | -1.7% | 33,704 | $1.05M | Q2 2026 | Aug 14, 2026 |
| Barclays Plc | Buy | +269 | — | 269 | $8.36K | Q2 2026 | Aug 14, 2026 |
| Nbz Investment Advisors Llc | Sell | -273 | -13.1% | 1,810 | $56.23K | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Sell | -3,246 | -27.0% | 8,767 | $272.35K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +2,639 | — | 2,639 | $81.44K | Q2 2026 | Aug 12, 2026 |
| Copley Financial Group, Inc. | Sell | -687 | -7.5% | 8,435 | $262.03K | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Advisors, Llc | Sell | -95 | -1.1% | 8,475 | $263.28K | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | Buy | +20,460 | +116.0% | 38,102 | $1.18M | Q2 2026 | Aug 10, 2026 |
| Allianz Se | Buy | +6,990 | +1.6% | 448,284 | $13.93M | Q2 2026 | Aug 10, 2026 |
| Mattson Financial Services, Llc | Buy | +6,113 | +11.8% | 57,773 | $1.80M | Q2 2026 | Aug 04, 2026 |
| Pom Investment Strategies, Llc | Sell | -20,764 | -99.7% | 56 | $1.74K | Q2 2026 | Jul 31, 2026 |
| Stephens Inc | Sell | -937 | -0.7% | 128,896 | $4.00M | Q2 2026 | Jul 29, 2026 |
| Commonwealth Equity Services, Llc | Sell | -109 | -0.5% | 23,192 | $720.46K | Q2 2026 | Jul 29, 2026 |
| A4 Wealth Advisors Llc | Sell | -12,668 | -65.1% | 6,780 | $210.62K | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, Llc | Sell | -600 | -6.9% | 8,060 | $250.38K | Q2 2026 | Jul 28, 2026 |
| Mosley Wealth Management | Buy | +91 | — | 91 | $2.83K | Q2 2026 | Jul 23, 2026 |
| Ifp Advisors, Inc | Sell | -50 | -5.6% | 842 | $26.16K | Q2 2026 | Jul 20, 2026 |
| Farther Finance Advisors, Llc | Buy | +496 | — | 496 | $15.41K | Q2 2026 | Jul 17, 2026 |
| Ars Wealth Advisors Group, Llc | Sell | -5,296 | -4.3% | 117,098 | $3.64M | Q2 2026 | Jul 16, 2026 |
| Country Trust Bank | Buy | +128 | — | 128 | $3.98K | Q2 2026 | Jul 15, 2026 |
| Paladin Wealth, Llc | Buy | +7,464 | +10.9% | 76,110 | $2.36M | Q2 2026 | Jul 09, 2026 |
| Gradient Investments Llc | Buy | +489,340 | +14.5% | 3,858,271 | $119.86M | Q2 2026 | Jul 08, 2026 |
| Ae Wealth Management Llc | Sell | -234,594 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Kingdom Financial Group Llc. | Sell | -234 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Lloyd Advisory Services, Llc. | Sell | -234 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Key Capital Management, Inc | Sell | -230 | -100.0% | 0 | $0.00 | Q2 2026 | May 07, 2026 |
| Quest 10 Wealth Builders, Inc. | Sell | -3,322 | -100.0% | 0 | $0.00 | Q2 2026 | May 06, 2026 |
Frequently asked questions about SEPU activity
Which institutional owners are buying SEPU?
Institutional owners buying SEPU 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 SEPU activity?
"Buy" means an investor increased their reported position in SEPU compared to the prior reporting period. This reflects growing exposure to ALLIANZIM US BF15 UNCAP SEP (SEPU) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SEPU increasing?
Institutional interest in SEPU 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.