ALLIANZIM US BF15 UNCAP SEP SEPU
$30.94
-0.3% 52w: $25.93 – $31.55
Latest 13F among current holders filed 1 month ago (May 18, 2026)
Price — last 12 months
research preview data25.9328.7431.55
Jun 20, 2025 Jul 2, 2026
Institutional holders
33
+8 QoQ
13F value
$133.4M
-2.0% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns SEPU?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Gradient Investments LLC | Wealth advisor | 3.4M | $94.3M | 1.5% | +4.2% |
| Allianz SE | Wealth advisor | 441.3K | $12.4M | 0.1% | +288.9% |
| AE Wealth Management LLC | Wealth advisor | 234.6K | $6.6M | 0.0% | New |
| STEPHENS INC /AR/ | Diversified mechanical | 129.8K | $3.6M | 0.0% | +8.8% |
| ARS Wealth Advisors Group, LLC | Other | 122.4K | $3.4M | 0.3% | -0.6% |
| Brown Financial Advisors | Other | 100.3K | $2.8M | 1.1% | -0.8% |
| Paladin Wealth, LLC | Wealth advisor | 68.6K | $1.9M | 1.3% | +5.7% |
| Mattson Financial Services, LLC | Other | 51.7K | $1.4M | 0.3% | -1.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 34.3K | $960K | 0.0% | -0.2% |
| Wellment Financial | Wealth advisor | 25.1K | $702K | 0.9% | New |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 23.3K | $652K | 0.0% | -2.3% |
| POM Investment Strategies, LLC | Wealth advisor | 20.8K | $583K | 0.7% | New |
| A4 Wealth Advisors LLC | Wealth advisor | 19.4K | $545K | 0.5% | -26.2% |
| Arax Advisory Partners | Wealth advisor | 17.6K | $494K | 0.0% | -0.1% |
| CENTAURUS FINANCIAL, INC. | Wealth advisor | 14.0K | $392K | 0.0% | Held |
| SMART Wealth LLC | Wealth advisor | 12.2K | $342K | 0.1% | New |
| Cetera Investment Advisers | Wealth advisor | 12.0K | $336K | 0.0% | +6.7% |
| Outlook Wealth Advisors, LLC | Wealth advisor | 11.8K | $330K | 0.1% | New |
| FWG Investments, LLC. | Wealth advisor | 9.9K | $277K | 0.2% | New |
| Copley Financial Group, Inc. | Wealth advisor | 9.1K | $255K | 0.2% | -2.4% |
| Kestra Advisory Services, LLC | Wealth advisor | 8.7K | $242K | 0.0% | +7.4% |
| Stratos Wealth Advisors, LLC | Wealth advisor | 8.6K | $240K | 0.0% | -94.3% |
| Cypress Wealth Services, LLC | Wealth advisor | 7.7K | $216K | 0.0% | Held |
| Networth Advisors, LLC | Wealth advisor | 6.4K | $179K | 0.1% | New |
| Quest 10 Wealth Builders, Inc. | Wealth advisor | 3.3K | $93K | 0.1% | New |
| NBZ Investment Advisors LLC | Wealth advisor | 2.1K | $58K | 0.0% | Held |
| IFP Advisors, Inc | Wealth advisor | 892 | $25K | 0.0% | +2.3% |
| JPMORGAN CHASE & CO | Bank broker | 332 | $9K | 0.0% | New |
| Kingdom Financial Group LLC. | Wealth advisor | 234 | $7K | 0.0% | New |
| Lloyd Advisory Services, LLC. | Wealth advisor | 234 | $7K | 0.0% | New |
| Key Capital Management, INC | Wealth advisor | 230 | $6K | 0.0% | New |
| Decker Retirement Planning Inc. | Wealth advisor | 128 | $4K | 0.0% | New |
| MORGAN STANLEY | Bank broker | 38 | $1K | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.