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AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) Institutional Ownership

$41.68 -0.19 (-0.45%)
As of 10/14/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for AllianzIM U.S. Equity Buffer20 Jul ETF (BATS:JULW)

Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$106.60M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$24.16M
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JULW Institutional Buying and Selling by Quarter

AllianzIM U.S. Equity Buffer20 Jul ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/8/2026Farther Finance Advisors LLC15,582$647K0.0%+88.7%0.257%
8/22/2026Advisory Solutions Group LLC12,771$521K0.2%N/A0.210%
8/22/2026Compass Financial Management LLC865$36K0.0%N/A0.014%
7/8/2026Midwest Financial Network LLC21,732$887K0.6%-13.1%0.383%
6/4/2026Midwest Financial Network LLC25,009$971K0.8%-17.0%0.319%
5/19/2026GTS Financial LLC59,754$2.32M1.7%N/A0.761%
5/19/2026Centaurus Financial Inc.189,377$7.35M0.3%-5.9%2.412%
5/13/2026Cetera Investment Advisers228,448$8.87M0.0%-0.6%2.910%
5/7/2026American Asset Management Inc.150,999$5.86M5.1%-1.2%1.924%
5/6/2026Forty three Eighteen Advisors LLC27,827$1.08M0.8%-7.3%0.354%
5/6/2026Independent Financial Group LLC23,209$901K0.0%N/A0.296%
5/2/2026Diversify Wealth Management LLC35,101$1.41M0.0%N/A0.447%
4/30/2026Elevated Capital Advisors LLC95,852$3.72M0.9%+81.9%1.221%
4/30/2026Kestra Advisory Services LLC146,890$5.70M0.0%+15.4%1.871%
4/28/2026B.O.S.S. Retirement Advisors LLC81,235$3.15M1.0%-6.5%1.035%
4/27/2026BIP Wealth LLC65,719$2.55M0.1%-3.0%0.837%
4/27/2026World Investment Advisors116,771$4.53M0.1%-3.0%1.488%
4/23/2026Networth Advisors LLC3,049$118K0.1%-8.2%0.039%
4/21/2026LifeWealth Investments LLC31,350$1.22M0.4%-21.0%0.399%
4/21/2026Aegis Wealth Management Inc.34,797$1.35M1.1%+5.2%0.443%
4/20/2026RFG Advisory LLC70,976$2.76M0.1%-10.9%0.904%
4/15/2026Nations Financial Group Inc. IA ADV16,580$643K0.0%-2.9%0.211%
3/17/2026Forty three Eighteen Advisors LLC30,006$1.17M0.9%N/A0.389%
3/13/2026World Investment Advisors120,321$4.71M0.1%N/A1.559%
2/18/2026OLD Mission Capital LLC22,287$872K0.0%N/A0.289%
2/17/2026Cetera Investment Advisers229,887$8.99M0.0%-34.2%2.978%
2/17/2026Osaic Holdings Inc.344,879$13.49M0.0%-6.6%4.467%
2/16/2026Barclays PLC632$25K0.0%N/A0.008%
2/13/2026Kestra Advisory Services LLC127,334$4.98M0.0%+6.0%1.649%
2/13/2026Advyzon Investment Management LLC63,403$2.48M0.3%+828.2%0.821%
2/13/2026Allianz SE5,000$196K0.0%N/A0.065%
2/12/2026Elevation Wealth Management LLC10,160$397K0.4%N/A0.132%
2/12/2026HRT Financial LP6,305$246K0.0%N/A0.082%
2/12/2026Commonwealth Equity Services LLC1,309,856$51.24M0.1%-8.4%16.967%
2/12/2026Great Lakes Retirement Inc.57,516$2.25M0.2%-4.7%0.745%
2/11/2026Stirlingshire Investments Inc.9,867$386K0.3%N/A0.128%
2/11/2026Howard Bailey Securities LLC81,093$3.17M1.2%+15.6%1.050%
2/11/2026LPL Financial LLC254,632$9.96M0.0%+31.3%3.298%
2/11/2026Allianz Investment Management LLC95,296$3.73M2.3%N/A1.234%
2/10/2026Clear Point Advisors Inc.16,441$643K0.5%-3.1%0.213%
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2/9/2026Harbour Investments Inc.38,892$1.52M0.0%-22.2%0.504%
2/6/2026Lloyd Advisory Services LLC.295,093$11.54M4.5%+8.6%3.822%
2/6/2026Kingdom Financial Group LLC.17,801$696K0.2%+37.7%0.231%
2/6/2026IFP Advisors Inc28,666$1.12M0.0%+10.0%0.371%
2/6/2026Csenge Advisory Group6,605$258K0.0%-5.2%0.086%
2/5/2026Aegis Wealth Management Inc.33,073$1.29M1.0%N/A0.428%
2/5/2026Guardian Capital LLC53,938$2.11M1.9%N/A0.699%
2/4/2026World Investment Advisors120,321$4.71M0.1%N/A1.559%
2/3/2026RFG Advisory LLC79,665$3.12M0.1%+549.6%1.032%
2/2/2026B.O.S.S. Retirement Advisors LLC86,852$3.40M1.1%-38.1%1.125%
1/30/2026Simplicity Wealth LLC6,106$239K0.0%N/A0.079%
1/30/2026Strategic Blueprint LLC9,024$353K0.0%-88.6%0.117%
1/28/2026Joseph P. Lucia & Associates LLC18,095$708K0.3%-5.2%0.234%
1/27/2026Elevated Capital Advisors LLC52,685$2.06M0.5%-4.8%0.682%
1/26/2026LifeWealth Investments LLC39,689$1.55M0.5%-7.8%0.514%
1/26/2026SMART Wealth LLC19,710$771K0.2%N/A0.255%
1/26/2026Merit Financial Group LLC8,067$316K0.0%-29.7%0.104%
1/26/2026AE Wealth Management LLC826,198$32.32M0.2%-1.5%10.702%
1/22/2026Networth Advisors LLC3,323$130K0.1%N/A0.043%
1/22/2026Centennial Advisors LLC30,610$1.20M1.6%N/A0.397%
1/21/2026BIP Wealth LLC67,719$2.65M0.1%N/A0.877%
1/21/2026Long Island Wealth Management Inc.122,681$4.80M2.3%+0.7%1.589%
1/14/2026Spire Wealth Management29,439$1.15M0.0%-6.1%0.381%
1/12/2026Focus Financial Network Inc.27,260$1.07M0.0%-10.6%0.349%
1/7/2026American Asset Management Inc.152,761$5.98M5.1%-1.1%1.958%
1/1/2026JPMorgan Chase & Co.13,194$507K0.0%+3,504.9%0.166%
11/20/2025Centaurus Financial Inc.202,661$7.78M0.4%-17.9%2.549%
11/17/2025Susquehanna International Group LLP20,529$788K0.0%-58.9%0.258%
11/17/2025Citadel Advisors LLC13,497$518K0.0%N/A0.170%
11/14/2025Raymond James Financial Inc.40,717$1.56M0.0%+6.9%0.512%
11/13/2025GeoWealth Management LLC1,093$42K0.0%-91.8%0.014%
11/13/2025PFG Advisors14,503$557K0.0%+28.5%0.182%
11/13/2025Diversify Advisory Services LLC35,600$1.38M0.0%-5.1%0.448%
11/12/2025Consolidated Portfolio Review Corp8,364$321K0.0%N/A0.105%
11/12/2025Great Lakes Retirement Inc.60,322$2.32M0.3%N/A0.759%
11/12/2025Mason Investment Advisory Services Inc.7,685$295K0.0%N/A0.097%
11/10/2025First Heartland Consultants Inc.8,301$319K0.0%+41.1%0.104%
11/10/2025Advyzon Investment Management LLC6,831$262K0.0%N/A0.086%
11/7/2025JPMorgan Chase & Co.13,194$507K0.0%+3,504.9%0.166%
11/6/2025Compass Advisory Group LLC45,781$1.76M0.5%-1.4%0.576%
11/6/2025Long Island Wealth Management Inc.121,858$4.68M2.3%+0.3%1.533%
11/5/2025B.O.S.S. Retirement Advisors LLC140,286$5.39M1.3%N/A1.765%
11/5/2025American Asset Management Inc.154,503$5.93M5.3%-0.9%1.943%
11/5/2025Envestnet Asset Management Inc.199,877$7.68M0.0%+216.1%2.514%
11/4/2025Grantvest Financial Group LLC16,008$615K0.4%-13.2%0.201%
11/4/2025Howard Bailey Securities LLC70,161$2.70M1.0%N/A0.883%
11/4/2025Wealthgarden F.S. LLC36,049$1.39M1.0%-28.5%0.453%
11/3/2025AE Wealth Management LLC838,935$32.22M0.2%+11,862.6%10.553%
10/30/2025Kingdom Financial Group LLC.12,932$497K0.3%N/A0.163%
10/30/2025Lloyd Advisory Services LLC.271,609$10.43M4.9%N/A3.416%
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10/29/2025FSR Wealth Management Ltd.6,759$260K0.3%N/A0.085%
10/28/2025Nations Financial Group Inc. IA ADV17,280$664K0.0%-2.2%0.217%
10/28/2025Csenge Advisory Group6,964$267K0.0%N/A0.088%
10/23/2025Spire Wealth Management31,357$1.20M0.0%+557.8%0.389%
10/23/2025Strategic Blueprint LLC79,159$3.04M0.1%-4.4%0.981%
10/22/2025Commonwealth Equity Services LLC1,430,220$54.93M0.1%-1.5%17.723%
10/20/2025Quest 10 Wealth Builders Inc.3,731$143K0.1%N/A0.046%
10/20/2025DHJJ Financial Advisors Ltd.6,191$238K0.1%-4.7%0.077%
10/20/2025Joseph P. Lucia & Associates LLC19,095$733K0.3%+13.7%0.237%
10/20/2025LifeWealth Investments LLC42,836$1.65M0.5%N/A0.531%


JULW Institutional Ownership - Frequently Asked Questions

During the previous two years, 84 institutional investors and hedge funds held shares of AllianzIM U.S. Equity Buffer20 Jul ETF. The most heavily invested institutionals were Commonwealth Equity Services LLC ($51.24M), AE Wealth Management LLC ($32.32M), Osaic Holdings Inc. ($13.49M), Lloyd Advisory Services LLC. ($11.54M), LPL Financial LLC ($9.96M), Cetera Investment Advisers ($8.87M), and Envestnet Asset Management Inc. ($7.68M).Learn more on AllianzIM U.S. Equity Buffer20 Jul ETF's institutional investors.

Of the 68 institutional investors that purchased AllianzIM U.S. Equity Buffer20 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 ($832.67K), Lloyd Advisory Services LLC. ($295.09K), World Investment Advisors ($240.64K), B.O.S.S. Retirement Advisors LLC ($147.77K), Envestnet Asset Management Inc. ($136.64K), Commonwealth Equity Services LLC ($127.36K), and Centaurus Financial Inc. ($117.43K).

Institutional investors have bought a total of 2,756,443 shares in the last 24 months. This purchase volume represents approximately $106.60M in transactions.

Of the 33 institutional investors that sold AllianzIM U.S. Equity Buffer20 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 ($141.89K), Cetera Investment Advisers ($121.17K), Strategic Blueprint LLC ($73.82K), B.O.S.S. Retirement Advisors LLC ($59.05K), Centaurus Financial Inc. ($56.11K), Susquehanna International Group LLP ($29.40K), and Osaic Holdings Inc. ($24.20K).

Institutional investors have sold a total of 620,285 shares in the last 24 months. This volume of shares sold represents approximately $24.16M in transactions.


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Institutional ownership data for BATS:JULW is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/8/2026. New 13F filings are added each quarter as they're published.
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