SPBU Institutional Ownership & Shareholders
ALLIZIM BUF15 UNCPD ALOC ETF (SPBU) is currently held by 44 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $130.44M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Savant Capital, Llc is currently the largest disclosed institutional shareholder of SPBU tracked by InsiderSet, reporting ownership valued at approximately $42.82M 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 $42.32M, representing an estimated loss of -1.17% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 88% of the total disclosed SPBU value among the investors covered in this analysis. Major shareholders include Savant Capital, Llc, Transcendent Capital Group Llc, Optima Capital Llc, and several other long-term asset managers with concentrated positions in ALLIZIM BUF15 UNCPD ALOC ETF (SPBU).
This page ranks the largest institutional SPBU 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
44
Total Reported Value
$130.44M
Largest Holder
Savant Capital, Llc
Largest Position
$42.82M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
53
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Savant Capital, Llc | 0.12% | 1,401,832 | $42,823,863 | $42,321,308 | -$502,555 | -1.17% | |
| Transcendent Capital Group Llc | 7.92% | 641,866 | $19,608,044 | $19,377,935 | -$230,109 | -1.17% | |
| Optima Capital Llc | 3.39% | 280,323 | $8,563,447 | $8,462,951 | -$100,496 | -1.17% | |
| Osaic Holdings, Inc. | 0.01% | 252,150 | $7,624,816 | $7,612,409 | -$12,408 | -0.16% | |
| Cetera Investment Advisers | 0.01% | 245,920 | $7,436,621 | $7,424,325 | -$12,296 | -0.17% | |
| Commonwealth Equity Services, Llc | 0.01% | 219,516 | $6,705,880 | $6,627,188 | -$78,692 | -1.17% | |
| Advisory Services Network, Llc | 0.07% | 203,241 | $6,146,007 | $6,135,846 | -$10,161 | -0.17% | |
| Core Wealth Advisors, Inc. | 1.20% | 197,846 | $5,982,863 | $5,972,971 | -$9,892 | -0.17% | |
| Harbour Investments, Inc. | 0.08% | 191,804 | $5,800,153 | $5,790,563 | -$9,590 | -0.17% | |
| Envestnet Asset Management Inc | 0.00% | 154,571 | $4,674,227 | $4,666,498 | -$7,729 | -0.17% | |
| Patriot Financial Group Insurance Agency, Llc | 0.30% | 102,604 | $3,134,413 | $3,097,615 | -$36,798 | -1.17% | |
| Cgn Advisors Llc | 0.22% | 94,174 | $2,876,882 | $2,843,113 | -$33,769 | -1.17% | |
| Stonebridge Financial Group, Llc / Mo | 0.94% | 46,589 | $1,408,851 | $1,406,522 | -$2,329 | -0.17% | |
| Mml Investors Services, Llc | 0.00% | 41,991 | $1,269,808 | $1,267,708 | -$2,100 | -0.17% | |
| Capital Investment Advisory Services, Llc | 0.06% | 33,688 | $1,029,118 | $1,017,041 | -$12,077 | -1.17% | |
| Madrona Financial Services, Llc | 0.15% | 31,712 | $968,754 | $957,385 | -$11,369 | -1.17% | |
| Sageguard Financial Group, Llc | 0.14% | 31,863 | $963,537 | $961,944 | -$1,593 | -0.17% | |
| Rfg Advisory, Llc | 0.01% | 28,589 | $873,351 | $863,102 | -$10,249 | -1.17% | |
| Stephens Inc | 0.01% | 28,486 | $861,417 | $859,992 | -$1,425 | -0.17% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 24,516 | $741,364 | $740,138 | -$1,226 | -0.17% | |
| Bank Of New York Mellon Corp | 0.00% | 21,505 | $656,948 | $649,236 | -$7,712 | -1.17% | |
| Strategic Financial Concepts, Llc | 0.19% | 21,003 | $635,131 | $634,081 | -$1,050 | -0.17% | |
| Guardian Capital, Llc | 0.48% | 20,535 | $627,313 | $619,952 | -$7,361 | -1.17% | |
| Discipline Wealth Solutions, Llc | 0.05% | 20,491 | $625,964 | $618,623 | -$7,341 | -1.17% | |
| Mai Capital Management | 0.00% | 14,923 | $451,272 | $450,525 | -$747 | -0.17% | |
| Clear Creek Financial Management, Llc | 0.03% | 14,520 | $443,564 | $438,359 | -$5,205 | -1.17% | |
| Worth Asset Management, Llc | 0.11% | 12,763 | $389,891 | $385,315 | -$4,576 | -1.17% | |
| Lpl Financial Llc | 0.00% | 12,561 | $383,720 | $379,217 | -$4,503 | -1.17% | |
| Newedge Advisors, Llc | 0.00% | 11,990 | $362,578 | $361,978 | -$600 | -0.17% | |
| Capital Analysts, Llc | 0.01% | 10,130 | $306,000 | $305,825 | -$175 | -0.06% | |
| Envision Financial Transparency, Llc | 0.24% | 9,221 | $278,843 | $278,382 | -$461 | -0.17% | |
| Fortis Group Advisors, Llc | 0.04% | 8,685 | $262,212 | $262,200 | -$12 | -0.00% | |
| Accurate Wealth Management, Llc | 0.02% | 7,487 | $232,396 | $226,033 | -$6,363 | -2.74% | |
| Smith, Moore & Co. | 0.01% | 6,950 | $210,168 | $209,821 | -$348 | -0.17% | |
| Allianz Se | 0.00% | 5,000 | $151,200 | $150,950 | -$250 | -0.17% | |
| Mosley Wealth Management | 0.03% | 3,637 | $112,092 | $109,801 | -$2,291 | -2.04% | |
| Arax Advisory Partners | 0.00% | 3,316 | $100,274 | $100,110 | -$164 | -0.16% | |
| Ifp Advisors, Inc | 0.00% | 1,696 | $51,810 | $51,202 | -$608 | -1.17% | |
| Lloyd Advisory Services, Llc. | 0.01% | 1,077 | $32,901 | $32,515 | -$386 | -1.17% | |
| Jpmorgan Chase & Co | 0.00% | 989 | $29,637 | $29,858 | +$221 | +0.75% | |
| Action Point Financial Planning, Llc | 0.00% | 335 | $10,130 | $10,114 | -$16 | -0.16% | |
| Farther Finance Advisors, Llc | 0.00% | 260 | $7,943 | $7,849 | -$94 | -1.18% | |
| Key Capital Management, Inc | 0.00% | 142 | $4,338 | $4,287 | -$51 | -1.18% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 57,137 | $1,745 | $1,724,966 | +$1,723,221 | +98751.92% | |
| Blue Bell Private Wealth Management, Llc | 0.00% | 42 | $1,283 | $1,268 | -$15 | -1.17% |
Frequently asked questions about SPBU
Who are the largest institutional holders of SPBU?
The largest institutional holders of SPBU reported in the latest SEC Form 13F filings include Savant Capital, Llc, Transcendent Capital Group Llc, Optima Capital Llc, Osaic Holdings, Inc., and Cetera Investment Advisers. InsiderSet ranks institutional holders by their latest reported SPBU position.
What is SPBU institutional ownership?
This page tracks SPBU positions reported by institutional investment managers through SEC Form 13F. ALLIZIM BUF15 UNCPD ALOC ETF (SPBU) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SPBU?
InsiderSet currently tracks 44 institutional managers reporting SPBU 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 SPBU shareholders.
How much SPBU stock do institutions own?
Institutional investment managers disclosed approximately $130.44M in SPBU holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SPBU institutional ownership last updated?
The latest SPBU 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 SPBU 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 SPBU position after the reporting date.
Are institutions buying or selling SPBU?
Institutional buying and selling can be analyzed by comparing SPBU positions across consecutive 13F reporting periods. InsiderSet's SPBU Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SPBU ownership changes.
How has SPBU institutional ownership changed over time?
InsiderSet tracks SPBU institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.