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AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$54.74M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$8.35M
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JULU Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025Osaic Holdings Inc.61,183$1.69M0.0%-22.4%2.241%
8/12/2025Allianz Investment Management U.S. LLC94,541$2.60M0.1%-35.7%3.463%
8/8/2025Cetera Investment Advisers113,127$3.12M0.0%+4.4%4.144%
8/6/2025AE Wealth Management LLC333,567$9.19M0.1%-2.3%12.219%
8/4/2025Great Lakes Retirement Inc.14,443$398K0.0%-6.4%0.529%
8/4/2025Atria Investments Inc195,666$5.39M0.1%-47.9%7.167%
7/30/2025LifeWealth Investments LLC16,764$462K0.1%+15.4%0.614%
7/29/2025Stephens Inc. AR96,436$2.66M0.0%+3.1%3.532%
7/28/2025RFG Advisory LLC189,901$5.23M0.1%+53.7%6.956%
7/25/2025Transcendent Capital Group LLC302,441$8.33M4.3%-4.1%11.078%
7/18/2025USA Financial Formulas102,360$2.82M0.5%+217,687.2%3.749%
7/18/2025B.O.S.S. Retirement Advisors LLC66,043$1.82M0.5%+1.6%2.419%
7/16/2025Lloyd Advisory Services LLC.67,342$1.85M0.9%-2.1%2.467%
7/9/2025Tounjian Advisory Partners LLC26,488$676K0.1%-1.6%0.970%
5/15/2025OLD Mission Capital LLC22,593$576K0.0%+126.1%0.837%
5/9/2025NBZ Investment Advisors LLC23,482$599K0.3%-48.6%0.903%
5/8/2025Grantvest Financial Group LLC25,327$646K0.5%-4.6%0.974%
5/6/2025Cetera Investment Advisers108,311$2.76M0.0%+3.8%4.166%
5/6/2025Atria Investments Inc375,410$9.58M0.1%-1.3%14.439%
5/6/2025AE Wealth Management LLC341,409$8.71M0.1%N/A13.131%
5/5/2025Transce3nd LLC1,078$28K0.0%N/A0.041%
5/2/2025Transcendent Capital Group LLC315,496$8.05M4.5%N/A12.134%
5/1/2025Stephens Inc. AR93,574$2.39M0.0%+8.0%3.599%
4/21/2025LifeWealth Investments LLC14,533$371K0.2%N/A0.559%
4/17/2025Great Lakes Retirement Inc.15,438$394K0.1%N/A0.594%
4/17/2025Howard Bailey Securities LLC27,576$703K0.3%N/A1.061%
4/14/2025Tounjian Advisory Partners LLC26,920$687K0.1%N/A1.294%
4/14/2025Lloyd Advisory Services LLC.68,763$1.75M0.9%N/A3.306%
4/9/2025RFG Advisory LLC123,569$3.15M0.1%+24.0%5.941%
2/17/2025Cetera Investment Advisers104,361$2.76M0.0%+1.9%0.000%
2/17/2025Citadel Advisors LLC9,628$255K0.0%N/A0.000%
2/12/2025OLD Mission Capital LLC9,992$265K0.0%N/A0.000%
2/12/2025NBZ Investment Advisors LLC45,672$1.21M0.7%N/A0.000%
2/11/2025Grantvest Financial Group LLC26,540$703K0.8%N/A0.000%
2/10/2025Creative Financial Designs Inc. ADV1,000$26K0.0%N/A0.000%
2/10/2025Commonwealth Equity Services LLC173,474$4.59M0.0%-0.5%0.000%
1/28/2025Stephens Inc. AR86,614$2.29M0.0%-3.9%0.000%
1/21/2025RFG Advisory LLC99,670$2.64M0.1%N/A0.000%
11/25/2024Sanctuary Advisors LLC388,375$10.44M0.1%N/A0.000%
11/8/2024Prospera Financial Services Inc14,920$390K0.0%N/A0.000%
11/1/2024Atria Investments Inc380,475$9.94M0.1%N/A0.000%
10/28/2024Stephens Inc. AR90,175$2.36M0.0%N/A0.000%
(Data available from 1/1/2016 forward)

JULU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JULU shares?

During the previous two years, 24 institutional investors and hedge funds held shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF. The most heavily invested institutionals were Sanctuary Advisors LLC ($10.44M), AE Wealth Management LLC ($9.19M), Transcendent Capital Group LLC ($8.33M), Atria Investments Inc ($5.39M), RFG Advisory LLC ($5.23M), Commonwealth Equity Services LLC ($4.59M), and Cetera Investment Advisers ($3.12M).Learn more on AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF's institutional investors.

Which institutional investors have been buying AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF's stock?

Of the 21 institutional investors that purchased AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sanctuary Advisors LLC ($388.38K), Atria Investments Inc ($380.48K), AE Wealth Management LLC ($341.41K), Transcendent Capital Group LLC ($315.50K), RFG Advisory LLC ($189.90K), USA Financial Formulas ($102.31K), and Stephens Inc. AR ($100.00K).

How much institutional buying is happening at AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF?

Institutional investors have bought a total of 2,106,683 shares in the last 24 months. This purchase volume represents approximately $54.74M in transactions.

Which of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF's major shareholders have been selling company stock?

Of the 12 institutional investors that sold AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Atria Investments Inc ($184.81K), Allianz Investment Management U.S. LLC ($52.50K), NBZ Investment Advisors LLC ($22.19K), Osaic Holdings Inc. ($17.70K), Transcendent Capital Group LLC ($13.06K), AE Wealth Management LLC ($7.84K), and Stephens Inc. AR ($3.56K).

How much institutional selling is happening at AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF?

Institutional investors have sold a total of 306,676 shares in the last 24 months. This volume of shares sold represents approximately $8.35M in transactions.



This page (BATS:JULU) was last updated on 10/2/2025 by MarketBeat.com Staff
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