ALLIZIM BUF15 UNCPD ALOC ETF (SPBU) Institutional Shareholders
ALLIZIM BUF15 UNCPD ALOC ETF (SPBU) 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 $128.95M in SPBU holdings during the latest filing period.
Savant Capital, Llc is currently the largest disclosed institutional shareholder of SPBU tracked by InsiderSet, reporting ownership valued at approximately $36.78M 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 $37.09M, representing an estimated gain of +0.84% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed SPBU value among the investors covered in this analysis. Major shareholders include Savant Capital, Llc, Transcendent Capital Group Llc, Commonwealth Equity Services, 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
43
Total Reported Value
$128.95M
Largest Holder
Savant Capital, Llc
Largest Position
$36.78M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
50
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Savant Capital, Llc | 0.11% | 1,216,249 | $36,779,368 | $37,087,567 | +$308,199 | +0.84% | |
| Transcendent Capital Group Llc | 7.44% | 632,250 | $19,119,240 | $19,279,452 | +$160,212 | +0.84% | |
| Commonwealth Equity Services, Llc | 0.01% | 263,974 | $7,982,570 | $8,049,465 | +$66,895 | +0.84% | |
| Optima Capital Llc | 3.12% | 261,390 | $7,904,433 | $7,970,670 | +$66,237 | +0.84% | |
| Osaic Holdings, Inc. | 0.01% | 252,150 | $7,624,816 | $7,688,911 | +$64,095 | +0.84% | |
| Cetera Investment Advisers | 0.01% | 245,920 | $7,436,621 | $7,498,937 | +$62,316 | +0.84% | |
| Advisory Services Network, Llc | 0.07% | 203,241 | $6,146,007 | $6,197,509 | +$51,502 | +0.84% | |
| Core Wealth Advisors, Inc. | 1.20% | 197,846 | $5,982,863 | $6,032,997 | +$50,134 | +0.84% | |
| Harbour Investments, Inc. | 0.08% | 191,804 | $5,800,153 | $5,848,756 | +$48,603 | +0.84% | |
| Envestnet Asset Management Inc | 0.00% | 154,571 | $4,674,227 | $4,713,395 | +$39,168 | +0.84% | |
| Patriot Financial Group Insurance Agency, Llc | 0.36% | 114,564 | $3,464,415 | $3,493,446 | +$29,031 | +0.84% | |
| Cgn Advisors Llc | 0.20% | 89,480 | $2,705,875 | $2,728,549 | +$22,674 | +0.84% | |
| Stonebridge Financial Group, Llc / Mo | 0.94% | 46,589 | $1,408,851 | $1,420,657 | +$11,806 | +0.84% | |
| Mml Investors Services, Llc | 0.00% | 41,991 | $1,269,808 | $1,280,448 | +$10,640 | +0.84% | |
| Sageguard Financial Group, Llc | 0.14% | 31,863 | $963,537 | $971,611 | +$8,074 | +0.84% | |
| Madrona Financial Services, Llc | 0.18% | 31,712 | $958,971 | $967,007 | +$8,036 | +0.84% | |
| Stephens Inc | 0.01% | 28,486 | $861,417 | $868,635 | +$7,218 | +0.84% | |
| Capital Investment Advisory Services, Llc | 0.05% | 28,015 | $847,174 | $854,273 | +$7,099 | +0.84% | |
| Rfg Advisory, Llc | 0.01% | 26,888 | $813,093 | $819,907 | +$6,814 | +0.84% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 24,516 | $741,364 | $747,576 | +$6,212 | +0.84% | |
| Guardian Capital, Llc | 0.54% | 21,635 | $654,242 | $659,725 | +$5,483 | +0.84% | |
| Strategic Financial Concepts, Llc | 0.19% | 21,003 | $635,131 | $640,453 | +$5,322 | +0.84% | |
| Discipline Wealth Solutions, Llc | 0.05% | 17,185 | $519,669 | $524,029 | +$4,360 | +0.84% | |
| Mai Capital Management | 0.00% | 14,923 | $451,272 | $455,053 | +$3,781 | +0.84% | |
| Clear Creek Financial Management, Llc | 0.03% | 14,520 | $439,085 | $442,764 | +$3,679 | +0.84% | |
| Lpl Financial Llc | 0.00% | 12,561 | $379,845 | $383,028 | +$3,183 | +0.84% | |
| Newedge Advisors, Llc | 0.00% | 11,990 | $362,578 | $365,616 | +$3,038 | +0.84% | |
| Bank Of New York Mellon Corp | 0.00% | 10,131 | $306,364 | $308,929 | +$2,565 | +0.84% | |
| Capital Analysts, Llc | 0.01% | 10,130 | $306,000 | $308,898 | +$2,898 | +0.95% | |
| Envision Financial Transparency, Llc | 0.24% | 9,221 | $278,843 | $281,180 | +$2,337 | +0.84% | |
| Independent Financial Group, Llc | 0.00% | 7,100 | $214,704 | $216,503 | +$1,799 | +0.84% | |
| Accurate Wealth Management, Llc | 0.02% | 6,979 | $212,197 | $212,813 | +$616 | +0.29% | |
| Smith, Moore & Co. | 0.01% | 6,950 | $210,168 | $211,929 | +$1,761 | +0.84% | |
| Allianz Se | 0.00% | 5,000 | $151,200 | $152,467 | +$1,267 | +0.84% | |
| Mosley Wealth Management | 0.04% | 3,826 | $115,698 | $116,668 | +$970 | +0.84% | |
| Arax Advisory Partners | 0.00% | 3,316 | $100,274 | $101,116 | +$842 | +0.84% | |
| Ifp Advisors, Inc | 0.00% | 1,731 | $52,345 | $52,784 | +$439 | +0.84% | |
| Lloyd Advisory Services, Llc. | 0.01% | 1,025 | $30,996 | $31,256 | +$260 | +0.84% | |
| Jpmorgan Chase & Co | 0.00% | 989 | $29,637 | $30,158 | +$521 | +1.76% | |
| Action Point Financial Planning, Llc | 0.00% | 335 | $10,130 | $10,215 | +$85 | +0.84% | |
| Key Capital Management, Inc | 0.00% | 112 | $3,387 | $3,415 | +$28 | +0.83% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 46,055 | $1,393 | $1,404,374 | +$1,402,981 | +100716.48% | |
| Blue Bell Private Wealth Management, Llc | 0.00% | 42 | $1,270 | $1,281 | +$11 | +0.84% |
Frequently asked questions about SPBU
Who owns the most SPBU stock?
The largest holders of SPBU 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 ALLIZIM BUF15 UNCPD ALOC ETF (SPBU).
Is SPBU widely held by superinvestors?
Many widely followed stocks like SPBU appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SPBU 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.