13F Insight
DOSSIER · 13F Holders · Q2 2026
SEPU

ALLIANZIM US BF15 UNCAP SEP

34 institutions still hold ALLIANZIM US BF15 UNCAP SEP as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 00888H554·34 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$167M
visible holders
Holders
34
filers reporting
Concentration
71.58%
Gradient Investments LLC #1
top holder share
AI Holders Summary · Q2 2026

34 institutions reported SEPU in Q2 2026. Gradient Investments LLC leads at 71.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Gradient Investments LLC
CIK 0001542265
$120M3.9M1.65%Q2 202602
ALLIANZ SE
CIK 0001127508
$14M448K0.15%Q2 202603
Safe Harbor Wealth Advisors, LLC
CIK 0002105610
$11M375K10.48%Q4 202504
STEPHENS INC /AR/
CIK 0000757657
$4M129K0.04%Q2 202605
ARS Wealth Advisors Group, LLC
CIK 0001886707
$4M117K0.28%Q2 202606
Brown Financial Advisors
CIK 0002035548
$3M105K1.14%Q2 202607
Paladin Wealth, LLC
CIK 0002040377
$2M76K1.38%Q2 202608
Mattson Financial Services, LLC
CIK 0002034595
$2M58K0.38%Q2 202609
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M49K0.00%Q2 202610
Regatta Research & Money Management
CIK 0002137529
$1M44K1.28%Q2 202611
Arax Advisory Partners
CIK 0001586767
$1M38K0.01%Q2 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M34K0.00%Q2 202613
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$720K23K0.00%Q2 202614
CENTAURUS FINANCIAL, INC.
CIK 0000891943
$405K14K0.02%Q4 202515
Cetera Investment Advisers
CIK 0001666741
$272K9K0.00%Q2 202616
Stratos Wealth Advisors, LLC
CIK 0001707202
$263K8K0.01%Q2 202617
Copley Financial Group, Inc.
CIK 0002045258
$262K8K0.16%Q2 202618
OLD MISSION CAPITAL LLC
CIK 0001455915
$251K8K0.00%Q2 202619
Kestra Advisory Services, LLC
CIK 0001830819
$250K8K0.00%Q2 202620
Cypress Wealth Services, LLC
CIK 0001721527
$240K8K0.03%Q2 2026
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