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 $155.70M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Gradient Investments Llc is the largest disclosed holder, reporting approximately $119.86M 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
$155.70M
Largest Holder
Gradient Investments Llc
Largest Position
$119.86M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
7
Funds Exiting Positions
11
Top Institutional Owners
View allInvestorReported Balance
- Gradient Investments Llc$119.86M
- Allianz Se$13.93M
- Stephens Inc$4.00M
- Ars Wealth Advisors Group, Llc$3.64M
- Brown Financial Advisors$3.26M