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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envision Financial Transparency, LlcBuy+9,2219,221$278.84KQ2 2026Aug 21, 2026
Osaic Holdings, Inc.Sell-87,699-25.8%252,150$7.62MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+335335$10.13KQ2 2026Aug 14, 2026
Steward Partners Investment Advisory, LlcBuy+24,157+6729.0%24,516$741.36KQ2 2026Aug 13, 2026
Cetera Investment AdvisersBuy+38,920+18.8%245,920$7.44MQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+14,943+8.4%191,804$5.80MQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+11,99011,990$362.58KQ2 2026Aug 12, 2026
Smith, Moore & Co.Buy+6,9506,950$210.17KQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+989989$29.64KQ2 2026Aug 12, 2026
Advisory Services Network, LlcSell-964-0.5%203,241$6.15MQ2 2026Aug 12, 2026
Core Wealth Advisors, Inc.Buy+13,080+7.1%197,846$5.98MQ2 2026Aug 11, 2026
Savant Capital, LlcBuy+210,979+21.0%1,216,249$36.78MQ2 2026Aug 10, 2026
Allianz SeSell-48,132-90.6%5,000$151.20KQ2 2026Aug 10, 2026
Arax Advisory PartnersBuy+3,3163,316$100.27KQ2 2026Aug 10, 2026
Mml Investors Services, LlcBuy+15,583+59.0%41,991$1.27MQ2 2026Aug 07, 2026
Guardian Capital, LlcSell-3,700-14.6%21,635$654.24KQ2 2026Aug 07, 2026
Lloyd Advisory Services, Llc.Buy+1,0251,025$31.00KQ2 2026Aug 07, 2026
Bank Of New York Mellon CorpBuy+10,13110,131$306.36KQ2 2026Aug 06, 2026
Transcendent Capital Group LlcBuy+13,394+2.2%632,250$19.12MQ2 2026Aug 05, 2026
Capital Analysts, LlcBuy+5,345+111.7%10,130$306.00KQ2 2026Aug 05, 2026
Envestnet Asset Management IncBuy+29,068+23.2%154,571$4.67MQ2 2026Aug 03, 2026
Cambridge Investment Research Advisors, Inc.Buy+16,841+57.6%46,055$1.39KQ2 2026Jul 30, 2026
Commonwealth Equity Services, LlcSell-4,492-1.7%263,974$7.98MQ2 2026Jul 29, 2026
Stephens IncBuy+3,206+12.7%28,486$861.42KQ2 2026Jul 29, 2026
Key Capital Management, IncBuy+36+47.4%112$3.39KQ2 2026Jul 28, 2026
Sageguard Financial Group, LlcBuy+10,152+46.8%31,863$963.54KQ2 2026Jul 27, 2026
Optima Capital LlcBuy+8,648+3.4%261,390$7.90MQ2 2026Jul 24, 2026
Stonebridge Financial Group, Llc / MoSell-548-1.2%46,589$1.41MQ2 2026Jul 24, 2026
Mosley Wealth ManagementBuy+3,8263,826$115.70KQ2 2026Jul 23, 2026
Capital Investment Advisory Services, LlcBuy+1,933+7.4%28,015$847.17KQ2 2026Jul 23, 2026
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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.