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

$32.84 +0.02 (+0.06%)
Closing price 10/13/2026 04:10 PM Eastern
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$32.83 -0.01 (-0.02%)
As of 06:58 AM Eastern
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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)
36
Total
Institutional Inflows
(last 12 months)
$79.06M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$21.56M
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JULU Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026Envestnet Asset Management Inc.21,991$706K0.0%-1.6%0.806%
9/9/2026RFG Advisory LLC200,658$6.44M0.1%+3.2%7.350%
9/9/2026IFP Advisors Inc6,130$197K0.0%+46.3%0.225%
8/5/2026USA Financial Formulas65,966$1.88M0.3%-5.6%2.416%
5/13/2026Cetera Investment Advisers15,367$439K0.0%-4.8%0.563%
5/6/2026FSA Advisors Inc.39,538$1.13M0.7%+13.2%1.448%
5/5/2026Sanctuary Advisors LLC263,333$7.52M0.0%-29.9%9.646%
4/30/2026Elevated Capital Advisors LLC20,036$572K0.1%N/A0.734%
4/30/2026Range Financial Group LLC10,795$308K0.1%-21.3%0.395%
4/28/2026Stephens Inc. AR115,318$3.29M0.0%-0.4%4.224%
4/28/2026B.O.S.S. Retirement Advisors LLC17,504$500K0.2%-8.0%0.641%
4/27/2026World Investment Advisors17,991$514K0.0%-64.2%0.659%
4/24/2026SMART Wealth LLC75,360$2.15M0.6%-5.0%2.760%
4/22/2026FWG Investments LLC.59,081$1.69M1.1%+1.6%2.164%
4/21/2026LifeWealth Investments LLC15,703$448K0.1%-26.3%0.575%
4/20/2026RFG Advisory LLC194,431$5.55M0.1%+1.4%7.122%
4/17/2026Outlook Wealth Advisors LLC58,460$1.67M0.4%-49.8%2.141%
3/13/2026World Investment Advisors50,193$1.49M0.0%N/A1.839%
2/18/2026OLD Mission Capital LLC14,851$441K0.0%N/A0.544%
2/17/2026Cetera Investment Advisers16,144$480K0.0%+3.0%0.591%
2/17/2026Osaic Holdings Inc.57,533$1.71M0.0%-5.0%2.107%
2/16/2026Arax Advisory Partners14,774$439K0.0%N/A0.541%
2/13/2026Allianz SE5,000$149K0.0%N/A0.183%
2/12/2026Commonwealth Equity Services LLC171,019$5.08M0.0%-5.5%6.264%
2/12/2026Great Lakes Retirement Inc.9,123$271K0.0%-5.7%0.334%
2/11/2026Outlook Wealth Advisors LLC116,556$3.46M0.8%+92.4%4.269%
2/11/2026Howard Bailey Securities LLC24,323$723K0.3%+76.0%0.891%
2/11/2026Allianz Investment Management LLC287,052$8.53M5.3%N/A10.515%
2/6/2026Lloyd Advisory Services LLC.84,254$2.50M1.0%+54.9%3.086%
2/6/2026Kingdom Financial Group LLC.4,747$141K0.0%N/A0.174%
2/6/2026Blackston Financial Advisory Group LLC12,812$381K0.2%+11.9%0.469%
2/6/2026Authentikos Wealth Advisory LLC254,426$7.56M5.0%-3.9%9.320%
2/6/2026Csenge Advisory Group28,809$856K0.0%+4.0%1.055%
2/5/2026Aegis Wealth Management Inc.24,894$740K0.6%N/A0.912%
2/5/2026Stephens Inc. AR115,768$3.44M0.0%+16.2%4.241%
2/4/2026World Investment Advisors50,193$1.49M0.0%N/A1.839%
2/3/2026RFG Advisory LLC191,680$5.70M0.1%-4.8%7.021%
2/2/2026B.O.S.S. Retirement Advisors LLC19,035$566K0.2%-43.8%0.697%
2/2/2026Grantvest Financial Group LLC21,599$642K0.4%-4.1%0.791%
1/29/2026Golden Reserve Retirement LLC34,335$1.02M0.2%+136.8%1.258%
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1/28/2026FWG Investments LLC.58,176$1.73M1.1%+1.9%2.131%
1/27/2026FSR Wealth Management Ltd.136,577$4.06M4.8%-1.5%5.003%
1/26/2026LifeWealth Investments LLC21,306$633K0.2%-3.4%0.780%
1/26/2026SMART Wealth LLC79,311$2.36M0.7%N/A2.905%
1/26/2026AE Wealth Management LLC1,493,114$44.36M0.3%+0.2%54.693%
1/26/2026Key Capital Management INC2,910$86K0.1%N/A0.107%
1/26/2026Transcendent Capital Group LLC17,548$521K0.2%-61.3%0.643%
1/22/2026Networth Advisors LLC32,939$979K0.7%N/A1.207%
1/22/2026Centennial Advisors LLC10,595$315K0.4%N/A0.388%
1/14/2026USA Financial Formulas69,897$2.08M0.4%-17.1%2.560%
1/1/2026JPMorgan Chase & Co.23,833$697K0.0%+238,230.0%0.873%
11/20/2025Centaurus Financial Inc.4,341$127K0.0%N/A0.159%
11/18/2025Advisory Services Network LLC1,700$50K0.0%N/A0.062%
11/17/2025Susquehanna International Group LLP10,995$322K0.0%-50.5%0.403%
11/13/2025Blackston Financial Advisory Group LLC11,445$335K0.2%N/A0.419%
11/12/2025Great Lakes Retirement Inc.9,679$283K0.0%-33.0%0.355%
11/12/2025FSA Advisors Inc.33,154$970K0.8%N/A1.214%
11/12/2025NBZ Investment Advisors LLC20,457$599K0.3%-12.9%0.749%
11/7/2025JPMorgan Chase & Co.23,833$697K0.0%+238,230.0%0.873%
11/6/2025Allianz Investment Management U.S. LLC5,000$146K0.0%-94.7%0.183%
11/6/2025RFG Advisory LLC201,278$5.89M0.1%+6.0%7.373%
11/5/2025B.O.S.S. Retirement Advisors LLC33,850$990K0.2%-48.7%1.240%
11/5/2025Authentikos Wealth Advisory LLC264,715$7.75M5.1%N/A9.697%
11/5/2025Envestnet Asset Management Inc.47,246$1.38M0.0%N/A1.731%
11/4/2025Transcendent Capital Group LLC45,401$1.33M0.6%-85.0%1.663%
11/4/2025Grantvest Financial Group LLC22,518$659K0.5%-2.8%0.825%
11/4/2025Howard Bailey Securities LLC13,823$404K0.2%-49.6%0.506%
11/4/2025Golden Reserve Retirement LLC14,499$424K0.1%N/A0.531%
11/3/2025AE Wealth Management LLC1,489,694$43.59M0.3%+346.6%54.568%
10/30/2025Lloyd Advisory Services LLC.54,386$1.59M0.7%-19.2%1.992%
10/30/2025Outlook Wealth Advisors LLC60,582$1.77M0.4%N/A2.219%
10/29/2025FWG Investments LLC.57,082$1.67M1.1%N/A2.091%
10/29/2025FSR Wealth Management Ltd.138,674$4.06M4.8%N/A5.080%
10/28/2025Csenge Advisory Group27,703$811K0.0%N/A1.015%
10/27/2025Stephens Inc. AR99,651$2.92M0.0%+3.3%3.650%
10/23/2025Park Avenue Securities LLC18,070$529K0.0%N/A0.662%
10/22/2025Commonwealth Equity Services LLC180,901$5.29M0.0%+2.9%6.626%
10/20/2025Quest 10 Wealth Builders Inc.19,436$569K0.5%+2,059.6%0.712%
10/20/2025LifeWealth Investments LLC22,005$644K0.2%+31.3%0.806%
10/17/2025Range Financial Group LLC13,393$392K0.1%N/A0.491%
10/10/2025USA Financial Formulas84,317$2.47M0.4%-17.6%3.089%
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%
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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%


JULU Institutional Ownership - Frequently Asked Questions

During the previous two years, 52 institutional investors and hedge funds held shares of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF. The most heavily invested institutionals were AE Wealth Management LLC ($44.36M), Allianz Investment Management LLC ($8.53M), Authentikos Wealth Advisory LLC ($7.56M), Sanctuary Advisors LLC ($7.52M), RFG Advisory LLC ($6.44M), Atria Investments Inc ($5.39M), and Commonwealth Equity Services LLC ($5.08M).Learn more on AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF's institutional investors.

Of the 49 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: AE Wealth Management LLC ($1.50M), Sanctuary Advisors LLC ($388.38K), Atria Investments Inc ($380.48K), Transcendent Capital Group LLC ($315.50K), Allianz Investment Management LLC ($287.05K), Authentikos Wealth Advisory LLC ($264.72K), and RFG Advisory LLC ($210.26K).

Institutional investors have bought a total of 2,693,588 shares in the last 24 months. This purchase volume represents approximately $79.06M in transactions.

Of the 24 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: Transcendent Capital Group LLC ($284.89K), Sanctuary Advisors LLC ($112.45K), Allianz Investment Management U.S. LLC ($89.54K), Outlook Wealth Advisors LLC ($58.10K), B.O.S.S. Retirement Advisors LLC ($48.54K), World Investment Advisors ($32.20K), and USA Financial Formulas ($18.35K).

Institutional investors have sold a total of 741,475 shares in the last 24 months. This volume of shares sold represents approximately $21.56M in transactions.


Related Companies

Institutional ownership data for BATS:JULU is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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