ALLIANZIM US BF15 UNCAP SEP (SEPU) Institutional Shareholders
ALLIANZIM US BF15 UNCAP SEP (SEPU) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $155.70M in SEPU holdings during the latest filing period.
Gradient Investments Llc is currently the largest disclosed institutional shareholder of SEPU tracked by InsiderSet, reporting ownership valued at approximately $119.86M in its June 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 $121.82M, representing an estimated gain of +1.64% 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
$155.70M
Largest Holder
Gradient Investments Llc
Largest Position
$119.86M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 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 | 1.65% | 3,858,271 | $119,857,248 | $121,822,978 | +$1,965,730 | +1.64% | |
| Allianz Se | 0.15% | 448,284 | $13,925,942 | $14,154,343 | +$228,401 | +1.64% | |
| Stephens Inc | 0.04% | 128,896 | $4,004,154 | $4,069,827 | +$65,673 | +1.64% | |
| Ars Wealth Advisors Group, Llc | 0.28% | 117,098 | $3,637,649 | $3,697,311 | +$59,662 | +1.64% | |
| Brown Financial Advisors | 1.14% | 104,861 | $3,257,509 | $3,310,934 | +$53,425 | +1.64% | |
| Paladin Wealth, Llc | 1.38% | 76,110 | $2,364,359 | $2,403,135 | +$38,776 | +1.64% | |
| Mattson Financial Services, Llc | 0.38% | 57,773 | $1,799,629 | $1,824,154 | +$24,525 | +1.36% | |
| Susquehanna International Group, Llp | 0.00% | 48,919 | $1,519,669 | $1,544,593 | +$24,924 | +1.64% | |
| Arax Advisory Partners | 0.01% | 38,102 | $1,183,639 | $1,203,052 | +$19,413 | +1.64% | |
| Osaic Holdings, Inc. | 0.00% | 33,704 | $1,047,158 | $1,064,187 | +$17,029 | +1.63% | |
| Commonwealth Equity Services, Llc | 0.00% | 23,192 | $720,460 | $732,276 | +$11,816 | +1.64% | |
| Centaurus Financial, Inc. | 0.02% | 13,989 | $435,000 | $441,696 | +$6,696 | +1.54% | |
| Cetera Investment Advisers | 0.00% | 8,767 | $272,347 | $276,814 | +$4,467 | +1.64% | |
| Stratos Wealth Advisors, Llc | 0.01% | 8,475 | $263,276 | $267,594 | +$4,318 | +1.64% | |
| Copley Financial Group, Inc. | 0.16% | 8,435 | $262,033 | $266,331 | +$4,298 | +1.64% | |
| Old Mission Capital Llc | 0.01% | 8,084 | $251,129 | $255,248 | +$4,119 | +1.64% | |
| Kestra Advisory Services, Llc | 0.00% | 8,060 | $250,384 | $254,490 | +$4,106 | +1.64% | |
| Cypress Wealth Services, Llc | 0.03% | 7,726 | $240,008 | $243,945 | +$3,937 | +1.64% | |
| A4 Wealth Advisors Llc | 0.14% | 6,780 | $210,621 | $214,075 | +$3,454 | +1.64% | |
| Jpmorgan Chase & Co | 0.00% | 2,639 | $81,440 | $83,325 | +$1,885 | +2.31% | |
| Nbz Investment Advisors Llc | 0.02% | 1,810 | $56,228 | $57,150 | +$922 | +1.64% | |
| Ifp Advisors, Inc | 0.00% | 842 | $26,157 | $26,586 | +$429 | +1.64% | |
| Farther Finance Advisors, Llc | 0.00% | 496 | $15,408 | $15,661 | +$253 | +1.64% | |
| Barclays Plc | 0.00% | 269 | $8,356 | $8,494 | +$138 | +1.65% | |
| Country Trust Bank | 0.00% | 128 | $3,976 | $4,042 | +$66 | +1.65% | |
| Mosley Wealth Management | 0.00% | 91 | $2,827 | $2,873 | +$46 | +1.64% | |
| Pom Investment Strategies, Llc | 0.00% | 56 | $1,740 | $1,768 | +$28 | +1.62% | |
| Morgan Stanley | 0.00% | 38 | $1,180 | $1,200 | +$20 | +1.68% | |
| Luminist Capital Llc | 0.00% | 0 | $1,087 | — | — | — |
Frequently asked questions about SEPU
Who owns the most SEPU stock?
The largest holders of SEPU are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ALLIANZIM US BF15 UNCAP SEP (SEPU).
Is SEPU widely held by superinvestors?
Many widely followed stocks like SEPU appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SEPU is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.