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

$32.95 +0.04 (+0.12%)
As of 10:18 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)
35
Total
Institutional Inflows
(last 12 months)
$78.79M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$22.57M
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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
8/5/2026USA Financial Formulas65,966$1.88M0.3%-5.6%2.416%
5/13/2026 Cetera 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%
4/30/2026 Elevated Capital Advisors LLC20,036$572K0.1%N/A0.734%
4/30/2026 Range Financial Group LLC10,795$308K0.1%-21.3%0.395%
4/28/2026 Stephens Inc. AR115,318$3.29M0.0%-0.4%4.224%
4/28/2026 B.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%
4/24/2026 SMART Wealth LLC75,360$2.15M0.6%-5.0%2.760%
4/22/2026 FWG Investments LLC.59,081$1.69M1.1%+1.6%2.164%
4/21/2026 LifeWealth Investments LLC15,703$448K0.1%-26.3%0.575%
4/20/2026 RFG Advisory LLC194,431$5.55M0.1%+1.4%7.122%
4/17/2026 Outlook 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%
2/17/2026 Cetera Investment Advisers16,144$480K0.0%+3.0%0.591%
2/17/2026Osaic Holdings Inc.57,533$1.71M0.0%-5.0%2.107%
2/16/2026 Arax Advisory Partners14,774$439K0.0%N/A0.541%
2/13/2026Allianz SE5,000$149K0.0%N/A0.183%
2/12/2026 Commonwealth Equity Services LLC171,019$5.08M0.0%-5.5%6.264%
2/12/2026 Great Lakes Retirement Inc.9,123$271K0.0%-5.7%0.334%
2/11/2026 Outlook Wealth Advisors LLC116,556$3.46M0.8%+92.4%4.269%
2/11/2026 Howard Bailey Securities LLC24,323$723K0.3%+76.0%0.891%
2/11/2026Allianz Investment Management LLC287,052$8.53M5.3%N/A10.515%
2/6/2026 Lloyd Advisory Services LLC.84,254$2.50M1.0%+54.9%3.086%
2/6/2026 Kingdom 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%
2/6/2026 Csenge Advisory Group28,809$856K0.0%+4.0%1.055%
2/5/2026 Aegis Wealth Management Inc.24,894$740K0.6%N/A0.912%
2/5/2026 Stephens Inc. AR115,768$3.44M0.0%+16.2%4.241%
2/4/2026World Investment Advisors50,193$1.49M0.0%N/A1.839%
2/3/2026 RFG Advisory LLC191,680$5.70M0.1%-4.8%7.021%
2/2/2026 B.O.S.S. Retirement Advisors LLC19,035$566K0.2%-43.8%0.697%
2/2/2026 Grantvest Financial Group LLC21,599$642K0.4%-4.1%0.791%
1/29/2026 Golden Reserve Retirement LLC34,335$1.02M0.2%+136.8%1.258%
1/28/2026 FWG Investments LLC.58,176$1.73M1.1%+1.9%2.131%
1/27/2026 FSR Wealth Management Ltd.136,577$4.06M4.8%-1.5%5.003%
1/26/2026 LifeWealth Investments LLC21,306$633K0.2%-3.4%0.780%
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1/26/2026 SMART Wealth LLC79,311$2.36M0.7%N/A2.905%
1/26/2026 AE Wealth Management LLC1,493,114$44.36M0.3%+0.2%54.693%
1/26/2026 Key Capital Management INC2,910$86K0.1%N/A0.107%
1/26/2026 Transcendent Capital Group LLC17,548$521K0.2%-61.3%0.643%
1/22/2026 Networth Advisors LLC32,939$979K0.7%N/A1.207%
1/22/2026 Centennial Advisors LLC10,595$315K0.4%N/A0.388%
1/14/2026USA Financial Formulas69,897$2.08M0.4%-17.1%2.560%
1/1/2026 JPMorgan Chase & Co.23,833$697K0.0%+238,230.0%0.873%
11/20/2025Centaurus Financial Inc.4,341$127K0.0%N/A0.159%
11/18/2025 Advisory 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%
11/12/2025 Great 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%
11/7/2025 JPMorgan 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%
11/6/2025 RFG Advisory LLC201,278$5.89M0.1%+6.0%7.373%
11/5/2025 B.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%
11/5/2025 Envestnet Asset Management Inc.47,246$1.38M0.0%N/A1.731%
11/4/2025 Transcendent Capital Group LLC45,401$1.33M0.6%-85.0%1.663%
11/4/2025 Grantvest Financial Group LLC22,518$659K0.5%-2.8%0.825%
11/4/2025 Howard Bailey Securities LLC13,823$404K0.2%-49.6%0.506%
11/4/2025 Golden Reserve Retirement LLC14,499$424K0.1%N/A0.531%
11/3/2025 AE Wealth Management LLC1,489,694$43.59M0.3%+346.6%54.568%
10/30/2025 Lloyd Advisory Services LLC.54,386$1.59M0.7%-19.2%1.992%
10/30/2025 Outlook Wealth Advisors LLC60,582$1.77M0.4%N/A2.219%
10/29/2025 FWG Investments LLC.57,082$1.67M1.1%N/A2.091%
10/29/2025 FSR Wealth Management Ltd.138,674$4.06M4.8%N/A5.080%
10/28/2025 Csenge Advisory Group27,703$811K0.0%N/A1.015%
10/27/2025 Stephens Inc. AR99,651$2.92M0.0%+3.3%3.650%
10/23/2025 Park Avenue Securities LLC18,070$529K0.0%N/A0.662%
10/22/2025 Commonwealth Equity Services LLC180,901$5.29M0.0%+2.9%6.626%
10/20/2025 Quest 10 Wealth Builders Inc.19,436$569K0.5%+2,059.6%0.712%
10/20/2025 LifeWealth Investments LLC22,005$644K0.2%+31.3%0.806%
10/17/2025 Range 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%
8/8/2025 Cetera Investment Advisers113,127$3.12M0.0%+4.4%4.144%
8/6/2025 AE Wealth Management LLC333,567$9.19M0.1%-2.3%12.219%
8/4/2025 Great Lakes Retirement Inc.14,443$398K0.0%-6.4%0.529%
8/4/2025 Atria Investments Inc195,666$5.39M0.1%-47.9%7.167%
7/30/2025 LifeWealth Investments LLC16,764$462K0.1%+15.4%0.614%
7/29/2025 Stephens Inc. AR96,436$2.66M0.0%+3.1%3.532%
7/28/2025 RFG Advisory LLC189,901$5.23M0.1%+53.7%6.956%
7/25/2025 Transcendent 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%
7/18/2025 B.O.S.S. Retirement Advisors LLC66,043$1.82M0.5%+1.6%2.419%
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7/16/2025 Lloyd Advisory Services LLC.67,342$1.85M0.9%-2.1%2.467%
7/9/2025 Tounjian 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%


JULU Institutional Ownership - Frequently Asked Questions

During the previous two years, 51 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 ($5.55M), 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 48 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 ($204.03K).

Institutional investors have bought a total of 2,685,422 shares in the last 24 months. This purchase volume represents approximately $78.79M in transactions.

Of the 23 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), USA Financial Formulas ($36.39K), and World Investment Advisors ($32.20K).

Institutional investors have sold a total of 776,862 shares in the last 24 months. This volume of shares sold represents approximately $22.57M in transactions.


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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 8/5/2026. New 13F filings are added each quarter as they're published.
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