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AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF (JANU) Institutional Ownership

$29.99 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF (BATS:JANU)

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$27.37M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$12.81M
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JANU Institutional Buying and Selling by Quarter

AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/13/2026Cetera Investment Advisers26,401$722K0.0%+14.0%0.967%
4/30/2026Kestra Advisory Services LLC149,818$4.10M0.0%+72.5%5.488%
4/28/2026Stephens Inc. AR201,444$5.51M0.1%+50.7%7.379%
4/27/2026Sound Income Strategies LLC1,387$38K0.0%N/A0.051%
4/20/2026RFG Advisory LLC206,742$5.65M0.1%+1.6%7.573%
4/17/2026Discipline Wealth Solutions LLC215,123$5.88M0.6%+5.7%7.880%
2/18/2026OLD Mission Capital LLC19,072$537K0.0%N/A0.674%
2/16/2026Arax Advisory Partners15,109$425K0.0%N/A0.534%
2/13/2026Allianz SE92,041$2.59M0.0%N/A3.252%
2/12/2026Commonwealth Equity Services LLC35,669$1.00M0.0%-1.0%1.260%
2/11/2026Allianz Investment Management LLC216,484$6.09M3.8%N/A7.650%
2/10/2026Savant Capital LLC29,997$844K0.0%-18.9%1.060%
2/6/2026Authentikos Wealth Advisory LLC96,823$2.73M1.8%-4.3%3.421%
2/6/2026Creative Financial Designs Inc. ADV38,603$1.09M0.1%-17.5%1.364%
2/5/2026Aegis Wealth Management Inc.10,786$304K0.2%N/A0.381%
2/5/2026Stephens Inc. AR133,694$3.76M0.0%+16.9%4.724%
2/3/2026NBZ Investment Advisors LLC8,405$237K0.1%N/A0.297%
2/3/2026RFG Advisory LLC203,568$5.73M0.1%-4.8%7.193%
1/26/2026Transcendent Capital Group LLC15,455$435K0.2%-31.7%0.546%
1/26/2026Discipline Wealth Solutions LLC203,505$5.73M1.1%+0.5%7.191%
1/14/2026USA Financial Formulas73,761$2.08M0.4%-16.9%2.783%
1/7/2026Sterling Manor Financial LLC649,344$18.27M11.4%-1.6%24.504%
11/17/2025Susquehanna International Group LLP35,925$993K0.0%+176.9%1.306%
11/17/2025Citadel Advisors LLC17,564$485K0.0%N/A0.639%
11/12/2025Consolidated Portfolio Review Corp7,402$205K0.0%N/A0.269%
11/12/2025Creative Financial Designs Inc. ADV46,778$1.29M0.1%+26.9%1.701%
11/6/2025Allianz Investment Management U.S. LLC92,041$2.54M0.1%-43.2%3.347%
11/6/2025RFG Advisory LLC213,847$5.91M0.1%+5.4%7.776%
11/5/2025Authentikos Wealth Advisory LLC101,188$2.80M1.8%-0.4%3.680%
11/5/2025Savant Capital LLC36,997$1.02M0.0%-3.0%1.345%
11/4/2025Transcendent Capital Group LLC22,643$626K0.3%-89.6%0.823%
10/27/2025Stephens Inc. AR114,408$3.16M0.0%+4.7%4.160%
10/21/2025Discipline Wealth Solutions LLC202,441$5.59M1.5%+3.6%7.361%
10/15/2025Southland Equity Partners LLC7,885$218K0.0%-10.4%0.287%
10/10/2025USA Financial Formulas88,748$2.45M0.4%-17.3%3.227%
10/8/2025Sterling Manor Financial LLC660,112$18.24M11.5%-12.1%24.004%
10/6/2025ARS Wealth Advisors Group LLC57,034$1.58M0.2%-5.0%2.074%
8/15/2025Visionary Wealth Advisors7,864$205K0.0%N/A0.276%
8/12/2025Allianz Investment Management U.S. LLC162,041$4.22M0.2%-11.0%5.686%
8/8/2025Creative Planning8,029$209K0.0%N/A0.282%
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8/6/2025Savant Capital LLC38,150$993K0.0%+31.6%1.339%
8/4/2025Creative Financial Designs Inc. ADV36,874$960K0.1%N/A1.294%
7/29/2025Stephens Inc. AR109,243$2.84M0.0%+3.1%3.833%
7/28/2025RFG Advisory LLC202,934$5.28M0.1%N/A7.120%
7/25/2025Transcendent Capital Group LLC218,286$5.68M2.9%-0.3%7.579%
7/18/2025USA Financial Formulas107,367$2.80M0.5%+219,016.3%3.615%
7/9/2025Sterling Manor Financial LLC751,304$19.56M13.0%+2.7%25.296%
5/15/2025OLD Mission Capital LLC33,065$804K0.0%N/A1.257%
5/8/2025Harbour Investments Inc.2,576$63K0.0%N/A0.098%
5/6/2025Cetera Investment Advisers25,472$619K0.0%N/A0.969%
5/2/2025Transcendent Capital Group LLC218,937$5.33M3.0%N/A8.325%
5/1/2025Stephens Inc. AR105,907$2.58M0.0%N/A4.027%
4/29/2025Discipline Wealth Solutions LLC195,285$4.75M2.3%N/A7.425%
4/28/2025Sterling Manor Financial LLC731,649$17.79M12.7%N/A27.819%
4/16/2025Southland Equity Partners LLC8,799$214K0.0%N/A0.341%


JANU Institutional Ownership - Frequently Asked Questions

During the previous two years, 28 institutional investors and hedge funds held shares of AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF. The most heavily invested institutionals were Sterling Manor Financial LLC ($18.27M), Allianz Investment Management LLC ($6.09M), Discipline Wealth Solutions LLC ($5.88M), RFG Advisory LLC ($5.65M), Stephens Inc. AR ($5.51M), Kestra Advisory Services LLC ($4.10M), and Authentikos Wealth Advisory LLC ($2.73M).Learn more on AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF's institutional investors.

Of the 24 institutional investors that purchased AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sterling Manor Financial LLC ($751.30K), Transcendent Capital Group LLC ($218.94K), RFG Advisory LLC ($217.02K), Allianz Investment Management LLC ($216.48K), Discipline Wealth Solutions LLC ($214.99K), Stephens Inc. AR ($201.44K), and USA Financial Formulas ($107.32K).

Institutional investors have bought a total of 1,008,481 shares in the last 24 months. This purchase volume represents approximately $27.37M in transactions.

Of the 11 institutional investors that sold AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Transcendent Capital Group LLC ($203.48K), Sterling Manor Financial LLC ($101.96K), Allianz Investment Management U.S. LLC ($90K), USA Financial Formulas ($33.61K), RFG Advisory LLC ($10.28K), Creative Financial Designs Inc. ADV ($8.18K), and Savant Capital LLC ($8.15K).

Institutional investors have sold a total of 464,732 shares in the last 24 months. This volume of shares sold represents approximately $12.81M in transactions.



This page (BATS:JANU) was last updated on 7/5/2026 by MarketBeat.com Staff.
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