ALLIANZIM US BF15 UNCAP SEP (SEPU) Institutional Ownership and Insiders Activity
ALLIANZIM US BF15 UNCAP SEP (SEPU) is widely held by institutional investors, with 29 firms reporting positions valued at approximately $160.48M based on SEC Form 13F filings for the quarter ended September 30, 2026.
Gradient Investments Llc is the largest disclosed holder, reporting approximately $124.17M in SEPU holdings in its latest filing.
Institutional ownership remains highly concentrated, with Gradient Investments Llc representing the majority of disclosed value.
Institutional Holders
29
Total Reported Value
$160.48M
Largest Holder
Gradient Investments Llc
Largest Position
$124.17M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
7
Funds Exiting Positions
11
Top Institutional Owners
View allInvestorReported Balance
- Gradient Investments Llc$124.17M
- Allianz Se$13.93M
- Stephens Inc$4.00M
- Ars Wealth Advisors Group, Llc$3.69M
- Brown Financial Advisors$3.26M