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AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) Institutional Ownership

$49.06 +0.33 (+0.68%)
As of 09/3/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for AllianzIM U.S. Equity Buffer10 Jul ETF (BATS:JULT)

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$19.26M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$13.13M
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JULT Institutional Buying and Selling by Quarter

AllianzIM U.S. Equity Buffer10 Jul ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/22/2026 Advisory Solutions Group LLC5,684$272K0.1%N/A0.455%
5/14/2026 Modern Wealth Management LLC10,645$471K0.0%-11.4%0.626%
5/13/2026 Cetera Investment Advisers40,100$1.76M0.0%-2.2%2.359%
5/6/2026 Independent Financial Group LLC8,681$382K0.0%N/A0.511%
5/5/2026 Sanctuary Advisors LLC7,062$310K0.0%-8.4%0.415%
4/30/2026 Kestra Advisory Services LLC9,919$436K0.0%+79.6%0.583%
4/30/2026 Money Concepts Capital Corp13,829$608K0.0%-14.9%0.813%
4/28/2026 Nvest Financial LLC12,281$540K0.2%-2.8%0.722%
4/16/2026 Paladin Wealth LLC4,558$200K0.1%-14.3%0.260%
2/18/2026 OLD Mission Capital LLC39,107$1.76M0.0%N/A2.173%
2/17/2026 Cetera Investment Advisers41,009$1.84M0.0%-2.0%2.278%
2/17/2026 Osaic Holdings Inc.106,628$4.79M0.0%-27.2%5.924%
2/17/2026 Rothschild Wealth LLC43,198$1.94M0.2%+48.0%2.400%
2/13/2026 Kestra Advisory Services LLC5,523$248K0.0%-10.0%0.307%
2/13/2026Safe Harbor Wealth Advisors LLC124,524$5.60M5.5%N/A6.918%
2/13/2026Allianz SE1,310$59K0.0%N/A0.073%
2/12/2026 Elevation Wealth Management LLC5,320$239K0.2%N/A0.296%
2/12/2026 Jane Street Group LLC9,878$443K0.0%N/A0.549%
2/12/2026 Commonwealth Equity Services LLC144,827$6.50M0.0%-48.9%8.046%
2/11/2026 LPL Financial LLC57,909$2.60M0.0%+4.1%3.217%
2/10/2026 Nvest Financial LLC12,639$567K0.2%+16.6%0.702%
2/10/2026 Rothschild Wealth LLC43,198$1.94M0.2%+48.0%2.400%
2/9/2026 Integrity Alliance LLC.5,910$265K0.0%N/A0.328%
2/9/2026 Harbour Investments Inc.12,508$561K0.0%-19.4%0.695%
2/6/2026 Kingdom Financial Group LLC.1,220$55K0.0%N/A0.068%
2/4/2026 Money Concepts Capital Corp16,247$729K0.0%-3.8%0.903%
2/2/2026 Grantvest Financial Group LLC21,644$971K0.6%-1.9%1.202%
1/26/2026 Nations Financial Group Inc. IA ADV5,216$234K0.0%-27.3%0.285%
1/15/2026 Paladin Wealth LLC5,319$239K0.2%-5.1%0.291%
1/12/2026 Focus Financial Network Inc.8,647$388K0.0%-3.6%0.473%
1/8/2026 Gradient Investments LLC582,601$26.15M0.4%-4.2%31.836%
1/8/2026 Wealth Enhancement Advisory Services LLC7,521$340K0.0%-10.4%0.411%
11/20/2025 Centaurus Financial Inc.23,591$1.04M0.0%+813.7%1.242%
11/17/2025 Susquehanna International Group LLP49,109$2.16M0.0%-57.5%2.585%
11/14/2025 Raymond James Financial Inc.45,922$2.02M0.0%+46.1%2.417%
11/10/2025Siligmueller & Norvid Wealth Advisors LLC22,747$998K0.4%N/A1.197%
11/5/2025 Envestnet Asset Management Inc.35,184$1.54M0.0%+4.1%1.852%
11/4/2025 Money Concepts Capital Corp16,897$741K0.0%+20.9%0.889%
11/4/2025 Grantvest Financial Group LLC22,068$968K0.7%-7.7%1.161%
11/4/2025 A4 Wealth Advisors LLC6,242$274K0.2%N/A0.329%
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11/3/2025 Jim Saulnier & Associates LLC26,872$1.18M0.7%-9.4%1.414%
11/3/2025 AE Wealth Management LLC1,021$45K0.0%-79.8%0.054%
10/28/2025 Nations Financial Group Inc. IA ADV7,178$315K0.0%+5.6%0.378%
10/22/2025 Blue Bell Private Wealth Management LLC7,184$315K0.0%+3.5%0.378%
10/22/2025 Commonwealth Equity Services LLC283,336$12.43M0.0%+64.7%14.912%
10/15/2025 Founders Financial Securities LLC12,000$526K0.0%N/A0.625%
10/6/2025 Gradient Investments LLC608,128$26.68M0.4%+0.4%31.673%
9/4/2025 Osaic Holdings Inc.131,047$5.47M0.0%-9.9%6.720%
8/29/2025 Centaurus Financial Inc.2,582$108K0.0%-91.7%0.132%
8/15/2025 Brown Financial Advisors6,679$279K0.1%N/A0.343%
8/14/2025 Jane Street Group LLC66,965$2.80M0.0%N/A3.434%
8/14/2025 Raymond James Financial Inc.31,424$1.31M0.0%+394.7%1.611%
8/14/2025 Sentinus LLC21,040$878K0.2%+26.7%1.079%
8/12/2025 JPMorgan Chase & Co.3,691$154K0.0%-31.3%0.189%
8/8/2025 Cetera Investment Advisers35,681$1.49M0.0%-1.3%1.854%
8/6/2025 AE Wealth Management LLC5,062$211K0.0%-10.2%0.263%
8/4/2025 Jim Saulnier & Associates LLC29,647$1.24M0.8%-11.9%1.540%
8/1/2025 Envestnet Asset Management Inc.33,785$1.41M0.0%-13.0%1.755%
7/29/2025 Mattson Financial Services LLC5,577$233K0.1%N/A0.290%
7/28/2025 WealthPLAN Partners LLC5,585$233K0.0%-94.3%0.290%
7/28/2025 WealthPlan Investment Management LLC31,739$1.33M0.1%-84.9%1.649%
7/28/2025 Harbour Investments Inc.8,243$344K0.0%+465.0%0.428%
7/25/2025Atria Wealth Solutions Inc.23,855$996K0.0%-20.1%1.239%
7/10/2025Oliver Lagore Vanvalin Investment Group1,768$68K0.0%N/A0.093%
7/8/2025 Paladin Wealth LLC5,441$227K0.2%N/A0.286%
7/8/2025 Gradient Investments LLC605,507$25.28M0.5%N/A31.869%
5/15/2025OLD Mission Capital LLC8,294$317K0.0%-70.6%0.441%
5/13/2025Nations Financial Group Inc. IA ADV5,662$217K0.0%-30.6%0.301%
5/12/2025WealthPLAN Partners LLC97,178$3.72M0.5%N/A5.169%
5/12/2025WealthPlan Investment Management LLC209,504$8.01M0.8%N/A11.144%
5/9/2025Atria Wealth Solutions Inc.29,863$1.14M0.0%-21.6%1.588%
5/8/2025Harbour Investments Inc.1,459$56K0.0%-35.7%0.078%
5/6/2025Cetera Investment Advisers36,161$1.38M0.0%-7.6%1.923%
5/6/2025AE Wealth Management LLC5,638$216K0.0%-12.5%0.300%
4/29/2025Envestnet Asset Management Inc.38,830$1.49M0.0%+0.9%2.920%
4/24/2025Money Concepts Capital Corp12,126$464K0.0%+2.5%0.912%
4/21/2025Envestnet Portfolio Solutions Inc.5,747$220K0.0%+13.0%0.432%
3/12/2025Centaurus Financial Inc.32,136$1.27M0.1%-11.2%2.380%
2/25/2025Armis Advisers LLC18,656$736K0.1%N/A1.261%
2/17/2025Cetera Investment Advisers39,121$1.54M0.0%-14.3%4.471%
2/17/2025Citadel Advisors LLC16,017$632K0.0%+7.6%1.831%
2/14/2025Jane Street Group LLC13,091$517K0.0%N/A1.496%
2/13/2025Raymond James Financial Inc.6,366$251K0.0%N/A0.728%
2/13/2025Envestnet Asset Management Inc.38,477$1.52M0.0%+6.0%4.397%
2/12/2025OLD Mission Capital LLC28,196$1.11M0.0%+74.8%3.222%
2/11/2025Grantvest Financial Group LLC24,102$951K1.1%N/A2.755%
2/11/2025LPL Financial LLC9,727$384K0.0%-15.0%1.112%
2/10/2025Harbour Investments Inc.2,269$90K0.0%-64.6%0.259%
2/10/2025Envestnet Portfolio Solutions Inc.5,087$201K0.0%N/A0.581%
2/10/2025Commonwealth Equity Services LLC179,077$7.07M0.0%+1.9%20.466%
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2/6/2025Raymond James Financial Inc.6,366$251K0.0%N/A0.728%
1/31/2025Atria Wealth Solutions Inc.38,067$1.50M0.0%+10.5%4.351%
1/27/2025Money Concepts Capital Corp11,826$467K0.0%-21.9%1.352%
1/21/2025RFG Advisory LLC89,647$3.54M0.1%-2.3%10.245%
1/15/2025Kaye Capital Management328,026$12.94M5.9%-1.7%37.489%
11/25/2024Sanctuary Advisors LLC7,112$282K0.0%N/A0.813%
11/12/2024Centaurus Financial Inc.36,189$1.40M0.1%+1,214.1%4.136%
11/12/2024Jim Saulnier & Associates LLC33,655$1.30M1.3%N/A3.846%
11/5/2024Harbour Investments Inc.6,406$248K0.0%+552.3%0.732%
10/24/2024Wealth Enhancement Advisory Services LLC8,548$331K0.0%-9.3%0.977%


JULT Institutional Ownership - Frequently Asked Questions

During the previous two years, 50 institutional investors and hedge funds held shares of AllianzIM U.S. Equity Buffer10 Jul ETF. The most heavily invested institutionals were Gradient Investments LLC ($26.15M), Kaye Capital Management ($12.94M), Commonwealth Equity Services LLC ($6.50M), Safe Harbor Wealth Advisors LLC ($5.60M), Osaic Holdings Inc. ($4.79M), RFG Advisory LLC ($3.54M), and LPL Financial LLC ($2.60M).Learn more on AllianzIM U.S. Equity Buffer10 Jul ETF's institutional investors.

Of the 42 institutional investors that purchased AllianzIM U.S. Equity Buffer10 Jul ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gradient Investments LLC ($608.13K), Kaye Capital Management ($319.95K), WealthPlan Investment Management LLC ($209.50K), Safe Harbor Wealth Advisors LLC ($124.52K), Commonwealth Equity Services LLC ($114.58K), WealthPLAN Partners LLC ($97.18K), and RFG Advisory LLC ($91.78K).

Institutional investors have bought a total of 433,500 shares in the last 24 months. This purchase volume represents approximately $19.26M in transactions.

Of the 18 institutional investors that sold AllianzIM U.S. Equity Buffer10 Jul ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Commonwealth Equity Services LLC ($138.51K), Susquehanna International Group LLP ($66.41K), Osaic Holdings Inc. ($39.81K), Gradient Investments LLC ($25.53K), AE Wealth Management LLC ($4.04K), Money Concepts Capital Corp ($3.07K), and Harbour Investments Inc. ($3.00K).

Institutional investors have sold a total of 294,351 shares in the last 24 months. This volume of shares sold represents approximately $13.13M in transactions.


Related Companies

Institutional ownership data for BATS:JULT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/22/2026. New 13F filings are added each quarter as they're published.
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