IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Allianzim US Bf15 Uncap SEP (SEPU)

CUSIP: 00888H554 | NYSE | 52 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Gradient Investments LLC3,917,523
1.8% of portfolio›$124.2M
ARS Wealth Advisors Group, LLC116,276
0.3% of portfolio›$3.7M
Paladin Wealth, LLC77,372
1.3% of portfolio›$2.5M
Commonwealth Equity Services, LLC23,037
0.0% of portfolio›$730.2K
Kestra Advisory Services, LLC16,829
0.0% of portfolio›$533.4K
Cypress Wealth Services, LLC7,726
0.0% of portfolio›$248.3K
Optima Capital LLC7,696
0.1% of portfolio›$244.0K
NBZ Investment Advisors LLC1,471
0.0% of portfolio›$46.6K
IFP Advisors, Inc813
0.0% of portfolio›$25.8K
Farther Finance Advisors, LLC684
0.0% of portfolio›$21.7K
Country Trust Bank128
0.0% of portfolio›$4.1K
Mosley Wealth Management80
0.0% of portfolio›$2.5K
POM Investment Strategies, LLC46
0.0% of portfolio›$1.5K
StyleTurnoverLocationFiled
Gradient Investments LLC
3,917,523$124.2M1.8%CoreMediumArden Hills, MN2026-10-08
ARS Wealth Advisors Group, LLC
116,276$3.7M0.3%CoreLowSt. Petersburg, FL2026-10-16
Paladin Wealth, LLC
77,372$2.5M1.3%CoreLowArden Hills, MN2026-10-23
Commonwealth Equity Services, LLC
23,037$730.2K0.0%ETFLowWaltham, MA2026-11-02
Kestra Advisory Services, LLC
16,829$533.4K0.0%CoreLowAustin, TX2026-11-02
Cypress Wealth Services, LLC
7,726$248.3K0.0%ETFLowPalm Desert, CA2026-10-21
Optima Capital LLC
7,696$244.0K0.1%ETFHighPortland, OR2026-10-29
NBZ Investment Advisors LLC
1,471$46.6K0.0%ETFLowKnoxville, TN2026-10-30
IFP Advisors, Inc
813$25.8K0.0%GrowthLowTampa, FL2026-10-16
Farther Finance Advisors, LLC
684$21.7K0.0%IndexLowSan Francisco, CA2026-10-08
Country Trust Bank
128$4.1K0.0%GrowthLowBloomington, IL2026-10-30
Mosley Wealth Management
80$2.5K0.0%ETFHighAnaheim, CA2026-10-16
POM Investment Strategies, LLC
46$1.5K0.0%ETFVery HighRaleigh, NC2026-10-20