Allizim Buf15 Uncpd Aloc ETF (SPBU)

CUSIP: 00888H455 | NYSE | 58 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Transcendent Capital Group LLC641,866

7.9% of portfolio$19.6M

Optima Capital LLC280,323

3.4% of portfolio$8.6M

Commonwealth Equity Services, LLC219,516

0.0% of portfolio$6.7M

Patriot Financial Group Insurance Agency, LLC102,604

0.3% of portfolio$3.1M

CGN Advisors LLC94,174

0.2% of portfolio$2.9M

Cambridge Investment Research Advisors, Inc.57,137

0.0% of portfolio$1.7M

1.8% of portfolio$1.7M

Capital Investment Advisory Services, LLC33,688

0.1% of portfolio$1.0M

Madrona Financial Services, LLC31,712

0.1% of portfolio$968.8K

RFG Advisory, LLC28,589

0.0% of portfolio$873.4K

Bank of New York Mellon Corp21,505

0.0% of portfolio$656.9K

Discipline Wealth Solutions, LLC20,491

0.1% of portfolio$626.0K

Clear Creek Financial Management, LLC14,520

0.0% of portfolio$443.6K

Worth Asset Management, LLC12,763

0.1% of portfolio$389.9K

Accurate Wealth Management, LLC7,487

0.0% of portfolio$232.4K

Mosley Wealth Management3,637

0.0% of portfolio$112.1K

IFP Advisors, Inc1,696

0.0% of portfolio$51.8K

Lloyd Advisory Services, Llc.1,077

0.0% of portfolio$32.9K

Farther Finance Advisors, LLC260

0.0% of portfolio$7.9K

Key Capital Management, Inc142

0.0% of portfolio$4.3K

Blue Bell Private Wealth Management, LLC42

0.0% of portfolio$1.3K

				Style	Turnover	Location	Filed
Transcendent Capital Group LLC	641,866	$19.6M	7.9%	ETF	Medium	Edmond, OK	2026-10-28
Optima Capital LLC	280,323	$8.6M	3.4%	ETF	High	Portland, OR	2026-10-29
Commonwealth Equity Services, LLC	219,516	$6.7M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Patriot Financial Group Insurance Agency, LLC	102,604	$3.1M	0.3%	Growth	Low	Walpole, MA	2026-10-14
CGN Advisors LLC	94,174	$2.9M	0.2%	ETF	Low	Manhattan, KS	2026-10-21
Cambridge Investment Research Advisors, Inc.	57,137	$1.7M	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Vima LLC	56,676	$1.7M	1.8%	Core	Low	Troy, MI	2026-10-23
Capital Investment Advisory Services, LLC	33,688	$1.0M	0.1%	Core	Medium	Raleigh, NC	2026-10-30
Madrona Financial Services, LLC	31,712	$968.8K	0.1%	ETF	Low	Everett, WA	2026-10-23
RFG Advisory, LLC	28,589	$873.4K	0.0%	ETF	Medium	Birmingham, AL	2026-11-03
Bank of New York Mellon Corp	21,505	$656.9K	0.0%	Core	Low	New York, NY	2026-11-05
Discipline Wealth Solutions, LLC	20,491	$626.0K	0.1%	ETF	Low	Greenville, SC	2026-10-14
Clear Creek Financial Management, LLC	14,520	$443.6K	0.0%	ETF	Medium	Silverdale, WA	2026-10-28
Worth Asset Management, LLC	12,763	$389.9K	0.1%	ETF	High	Dallas, TX	2026-10-07
Accurate Wealth Management, LLC	7,487	$232.4K	0.0%	Core	Medium	Wesley Chapel, FL	2026-10-20
Mosley Wealth Management	3,637	$112.1K	0.0%	ETF	High	Anaheim, CA	2026-10-16
IFP Advisors, Inc	1,696	$51.8K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Lloyd Advisory Services, Llc.	1,077	$32.9K	0.0%	ETF	Very High	Suwanee, GA	2026-11-02
Farther Finance Advisors, LLC	260	$7.9K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Key Capital Management, Inc	142	$4.3K	0.0%	ETF	Medium	Hendersonville, Tn 37075, TN	2026-11-03
Blue Bell Private Wealth Management, LLC	42	$1.3K	0.0%	Yield	Very Low	Blue Bell, PA	2026-10-29