SEPU Institutional Ownership & Shareholders
ALLIANZIM US BF15 UNCAP SEP (SEPU) is currently held by 29 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $160.48M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Gradient Investments Llc is currently the largest disclosed institutional shareholder of SEPU tracked by InsiderSet, reporting ownership valued at approximately $124.17M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $122.90M, representing an estimated loss of -1.03% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 98% of the total disclosed SEPU value among the investors covered in this analysis. Major shareholders include Gradient Investments Llc, Allianz Se, Stephens Inc, and several other long-term asset managers with concentrated positions in ALLIANZIM US BF15 UNCAP SEP (SEPU).
This page ranks the largest institutional SEPU shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
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
40
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Gradient Investments Llc | 1.77% | 3,917,523 | $124,174,906 | $122,898,181 | -$1,276,725 | -1.03% | |
| Allianz Se | 0.15% | 448,284 | $13,925,942 | $14,063,297 | +$137,355 | +0.99% | |
| Stephens Inc | 0.04% | 128,896 | $4,004,154 | $4,043,648 | +$39,494 | +0.99% | |
| Ars Wealth Advisors Group, Llc | 0.27% | 116,276 | $3,685,635 | $3,647,741 | -$37,894 | -1.03% | |
| Brown Financial Advisors | 1.14% | 104,861 | $3,257,509 | $3,289,636 | +$32,127 | +0.99% | |
| Paladin Wealth, Llc | 1.33% | 77,372 | $2,452,487 | $2,427,268 | -$25,219 | -1.03% | |
| Mattson Financial Services, Llc | 0.38% | 57,773 | $1,799,629 | $1,812,420 | +$12,791 | +0.71% | |
| Susquehanna International Group, Llp | 0.00% | 48,919 | $1,519,669 | $1,534,658 | +$14,989 | +0.99% | |
| Arax Advisory Partners | 0.01% | 38,102 | $1,183,639 | $1,195,313 | +$11,674 | +0.99% | |
| Osaic Holdings, Inc. | 0.00% | 33,704 | $1,047,158 | $1,057,342 | +$10,184 | +0.97% | |
| Commonwealth Equity Services, Llc | 0.00% | 23,037 | $730,210 | $722,703 | -$7,507 | -1.03% | |
| Kestra Advisory Services, Llc | 0.00% | 16,829 | $533,434 | $527,949 | -$5,485 | -1.03% | |
| Centaurus Financial, Inc. | 0.02% | 13,989 | $435,000 | $438,855 | +$3,855 | +0.89% | |
| Cetera Investment Advisers | 0.00% | 8,767 | $272,347 | $275,033 | +$2,686 | +0.99% | |
| Stratos Wealth Advisors, Llc | 0.01% | 8,475 | $263,276 | $265,873 | +$2,597 | +0.99% | |
| Copley Financial Group, Inc. | 0.16% | 8,435 | $262,033 | $264,618 | +$2,585 | +0.99% | |
| Old Mission Capital Llc | 0.01% | 8,084 | $251,129 | $253,606 | +$2,477 | +0.99% | |
| Cypress Wealth Services, Llc | 0.03% | 7,726 | $248,278 | $242,375 | -$5,903 | -2.38% | |
| Optima Capital Llc | 0.10% | 7,696 | $243,955 | $241,434 | -$2,521 | -1.03% | |
| Jpmorgan Chase & Co | 0.00% | 2,639 | $81,440 | $82,789 | +$1,349 | +1.66% | |
| Nbz Investment Advisors Llc | 0.02% | 1,471 | $46,627 | $46,147 | -$480 | -1.03% | |
| Ifp Advisors, Inc | 0.00% | 813 | $25,770 | $25,505 | -$265 | -1.03% | |
| Farther Finance Advisors, Llc | 0.00% | 684 | $21,681 | $21,458 | -$223 | -1.03% | |
| Barclays Plc | 0.00% | 269 | $8,356 | $8,439 | +$83 | +0.99% | |
| Country Trust Bank | 0.00% | 128 | $4,057 | $4,016 | -$41 | -1.02% | |
| Mosley Wealth Management | 0.00% | 80 | $2,547 | $2,510 | -$37 | -1.46% | |
| Pom Investment Strategies, Llc | 0.00% | 46 | $1,458 | $1,443 | -$15 | -1.02% | |
| Morgan Stanley | 0.00% | 38 | $1,180 | $1,192 | +$12 | +1.03% | |
| Luminist Capital Llc | 0.00% | 0 | $1,087 | — | — | — |
Frequently asked questions about SEPU
Who are the largest institutional holders of SEPU?
The largest institutional holders of SEPU reported in the latest SEC Form 13F filings include Gradient Investments Llc, Allianz Se, Stephens Inc, Ars Wealth Advisors Group, Llc, and Brown Financial Advisors. InsiderSet ranks institutional holders by their latest reported SEPU position.
What is SEPU institutional ownership?
This page tracks SEPU positions reported by institutional investment managers through SEC Form 13F. ALLIANZIM US BF15 UNCAP SEP (SEPU) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SEPU?
InsiderSet currently tracks 29 institutional managers reporting SEPU holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SEPU shareholders.
How much SEPU stock do institutions own?
Institutional investment managers disclosed approximately $160.48M in SEPU holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SEPU institutional ownership last updated?
The latest SEPU institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SEPU holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SEPU position after the reporting date.
Are institutions buying or selling SEPU?
Institutional buying and selling can be analyzed by comparing SEPU positions across consecutive 13F reporting periods. InsiderSet's SEPU Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SEPU ownership changes.
How has SEPU institutional ownership changed over time?
InsiderSet tracks SEPU institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.