ALLIZIM BUF15 UNCPD ALOC ETF (SPBU) Institutional Ownership Changes & 13F Activity
ALLIZIM BUF15 UNCPD ALOC ETF (SPBU). 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 Savant Capital, Llc, Osaic Holdings, Inc., Allianz Se, Cetera Investment Advisers, and Envestnet Asset Management Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envision Financial Transparency, Llc | Buy | +9,221 | — | 9,221 | $278.84K | Q2 2026 | Aug 21, 2026 |
| Osaic Holdings, Inc. | Sell | -87,699 | -25.8% | 252,150 | $7.62M | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +335 | — | 335 | $10.13K | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +24,157 | +6729.0% | 24,516 | $741.36K | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Buy | +38,920 | +18.8% | 245,920 | $7.44M | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +14,943 | +8.4% | 191,804 | $5.80M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +11,990 | — | 11,990 | $362.58K | Q2 2026 | Aug 12, 2026 |
| Smith, Moore & Co. | Buy | +6,950 | — | 6,950 | $210.17K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +989 | — | 989 | $29.64K | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, Llc | Sell | -964 | -0.5% | 203,241 | $6.15M | Q2 2026 | Aug 12, 2026 |
| Core Wealth Advisors, Inc. | Buy | +13,080 | +7.1% | 197,846 | $5.98M | Q2 2026 | Aug 11, 2026 |
| Savant Capital, Llc | Buy | +210,979 | +21.0% | 1,216,249 | $36.78M | Q2 2026 | Aug 10, 2026 |
| Allianz Se | Sell | -48,132 | -90.6% | 5,000 | $151.20K | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | Buy | +3,316 | — | 3,316 | $100.27K | Q2 2026 | Aug 10, 2026 |
| Mml Investors Services, Llc | Buy | +15,583 | +59.0% | 41,991 | $1.27M | Q2 2026 | Aug 07, 2026 |
| Guardian Capital, Llc | Sell | -3,700 | -14.6% | 21,635 | $654.24K | Q2 2026 | Aug 07, 2026 |
| Lloyd Advisory Services, Llc. | Buy | +1,025 | — | 1,025 | $31.00K | Q2 2026 | Aug 07, 2026 |
| Bank Of New York Mellon Corp | Buy | +10,131 | — | 10,131 | $306.36K | Q2 2026 | Aug 06, 2026 |
| Transcendent Capital Group Llc | Buy | +13,394 | +2.2% | 632,250 | $19.12M | Q2 2026 | Aug 05, 2026 |
| Capital Analysts, Llc | Buy | +5,345 | +111.7% | 10,130 | $306.00K | Q2 2026 | Aug 05, 2026 |
| Envestnet Asset Management Inc | Buy | +29,068 | +23.2% | 154,571 | $4.67M | Q2 2026 | Aug 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +16,841 | +57.6% | 46,055 | $1.39K | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Sell | -4,492 | -1.7% | 263,974 | $7.98M | Q2 2026 | Jul 29, 2026 |
| Stephens Inc | Buy | +3,206 | +12.7% | 28,486 | $861.42K | Q2 2026 | Jul 29, 2026 |
| Key Capital Management, Inc | Buy | +36 | +47.4% | 112 | $3.39K | Q2 2026 | Jul 28, 2026 |
| Sageguard Financial Group, Llc | Buy | +10,152 | +46.8% | 31,863 | $963.54K | Q2 2026 | Jul 27, 2026 |
| Optima Capital Llc | Buy | +8,648 | +3.4% | 261,390 | $7.90M | Q2 2026 | Jul 24, 2026 |
| Stonebridge Financial Group, Llc / Mo | Sell | -548 | -1.2% | 46,589 | $1.41M | Q2 2026 | Jul 24, 2026 |
| Mosley Wealth Management | Buy | +3,826 | — | 3,826 | $115.70K | Q2 2026 | Jul 23, 2026 |
| Capital Investment Advisory Services, Llc | Buy | +1,933 | +7.4% | 28,015 | $847.17K | Q2 2026 | Jul 23, 2026 |
Frequently asked questions about SPBU activity
Which institutional owners are buying SPBU?
Institutional owners buying SPBU 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 SPBU activity?
"Buy" means an investor increased their reported position in SPBU compared to the prior reporting period. This reflects growing exposure to ALLIZIM BUF15 UNCPD ALOC ETF (SPBU) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SPBU increasing?
Institutional interest in SPBU 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.