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
$169M
visible holders
Holders
34
filers reporting
Concentration
71.06%
Gradient Investments LLC #1
top holder share
AI Holders Summary · Q2 2026

34 institutions reported SEPU in Q2 2026. Gradient Investments LLC leads at 71.1% 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
$12M441K0.14%Q1 202603
Safe Harbor Wealth Advisors, LLC
CIK 0002105610
$11M375K10.48%Q4 202504
AE Wealth Management LLC
CIK 0001697723
$7M235K0.04%Q1 202605
ARS Wealth Advisors Group, LLC
CIK 0001886707
$4M117K0.28%Q2 202606
STEPHENS INC /AR/
CIK 0000757657
$4M130K0.05%Q1 202607
Brown Financial Advisors
CIK 0002035548
$3M100K1.06%Q1 202608
Paladin Wealth, LLC
CIK 0002040377
$2M76K1.38%Q2 202609
Mattson Financial Services, LLC
CIK 0002034595
$1M52K0.35%Q1 202610
OSAIC HOLDINGS, INC.
CIK 0001677044
$960K34K0.00%Q1 202611
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$652K23K0.00%Q1 202612
POM Investment Strategies, LLC
CIK 0001906322
$583K21K0.72%Q1 202613
A4 Wealth Advisors LLC
CIK 0002033987
$545K19K0.44%Q1 202614
Arax Advisory Partners
CIK 0001586767
$494K18K0.01%Q1 202615
CENTAURUS FINANCIAL, INC.
CIK 0000891943
$405K14K0.02%Q4 202516
SMART Wealth LLC
CIK 0002044723
$342K12K0.10%Q1 202617
Cetera Investment Advisers
CIK 0001666741
$336K12K0.00%Q1 202618
Outlook Wealth Advisors, LLC
CIK 0001767151
$330K12K0.08%Q1 202619
FWG Investments, LLC.
CIK 0001944877
$277K10K0.18%Q1 202620
Copley Financial Group, Inc.
CIK 0002045258
$255K9K0.15%Q1 2026
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