§ EQUITY
USDSPBU
ALLIZIM BUF15 UNCPD ALOC ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
32 increased/new, 7 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Savant Capital, LLC | 1.0M | 0.1% | +39% |
| Transcendent Capital Group LLC | 619K | 7.7% | +8% |
| OSAIC HOLDINGS, INC. | 340K | 0.0% | +198% |
| COMMONWEALTH EQUITY SERVICES, LLC | 268K | 0.0% | +2% |
| OPTIMA CAPITAL LLC | 253K | 3.2% | +153% |
| Cetera Investment Advisers | 207K | 0.0% | +68% |
◇ AC INTELLIGENCE
Top institutional owners for SPBU as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER95.9% · 35 holders
INCOME / DEFENSIVE4.1% · 1 holder
DEALER / BANK0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SPBU in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention SPBU yet.