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

$39.83 +0.12 (+0.30%)
As of 05/29/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for AllianzIM U.S. Large Cap Buffer10 Jul ETF (NYSEARCA:JULT)

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$69.56M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$2.58M
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JULT Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2025 OLD Mission Capital LLC8,294$317K0.0%-70.6%0.441%
5/13/2025 Nations Financial Group Inc. IA ADV5,662$217K0.0%-30.6%0.301%
5/12/2025 WealthPLAN Partners LLC97,178$3.72M0.5%N/A5.169%
5/12/2025 WealthPlan Investment Management LLC209,504$8.01M0.8%N/A11.144%
5/9/2025 Atria Wealth Solutions Inc.29,863$1.14M0.0%-21.6%1.588%
5/8/2025 Harbour Investments Inc.1,459$56K0.0%-35.7%0.078%
5/6/2025 Cetera Investment Advisers36,161$1.38M0.0%-7.6%1.923%
5/6/2025 AE Wealth Management LLC5,638$216K0.0%-12.5%0.300%
4/29/2025 Envestnet Asset Management Inc.38,830$1.49M0.0%+0.9%2.920%
4/24/2025 Money Concepts Capital Corp12,126$464K0.0%+2.5%0.912%
4/21/2025 Envestnet Portfolio Solutions Inc.5,747$220K0.0%+13.0%0.432%
3/12/2025 Centaurus Financial Inc.32,136$1.27M0.1%-11.2%2.380%
2/25/2025 Armis Advisers LLC18,656$736K0.1%N/A1.261%
2/17/2025 Cetera Investment Advisers39,121$1.54M0.0%-14.3%4.471%
2/17/2025 Citadel Advisors LLC16,017$632K0.0%+7.6%1.831%
2/14/2025 Jane Street Group LLC13,091$517K0.0%N/A1.496%
2/13/2025 Raymond James Financial Inc.6,366$251K0.0%N/A0.728%
2/13/2025 Envestnet Asset Management Inc.38,477$1.52M0.0%+6.0%4.397%
2/12/2025 OLD Mission Capital LLC28,196$1.11M0.0%+74.8%3.222%
2/11/2025 Grantvest Financial Group LLC24,102$951K1.1%N/A2.755%
2/11/2025 LPL Financial LLC9,727$384K0.0%-15.0%1.112%
2/10/2025 Harbour Investments Inc.2,269$90K0.0%-64.6%0.259%
2/10/2025 Envestnet Portfolio Solutions Inc.5,087$201K0.0%N/A0.581%
2/10/2025 Commonwealth Equity Services LLC179,077$7.07M0.0%+1.9%20.466%
2/6/2025 Raymond James Financial Inc.6,366$251K0.0%N/A0.728%
1/31/2025 Atria Wealth Solutions Inc.38,067$1.50M0.0%+10.5%4.351%
1/27/2025 Money Concepts Capital Corp11,826$467K0.0%-21.9%1.352%
1/21/2025 RFG Advisory LLC89,647$3.54M0.1%-2.3%10.245%
1/15/2025 Kaye Capital Management328,026$12.94M5.9%-1.7%37.489%
11/25/2024Sanctuary Advisors LLC7,112$282K0.0%N/A0.813%
11/12/2024 Centaurus Financial Inc.36,189$1.40M0.1%+1,214.1%4.136%
11/12/2024 Jim Saulnier & Associates LLC33,655$1.30M1.3%N/A3.846%
11/5/2024 Harbour Investments Inc.6,406$248K0.0%+552.3%0.732%
10/24/2024 Wealth Enhancement Advisory Services LLC8,548$331K0.0%-9.3%0.977%
10/22/2024 McAdam LLC5,321$206K0.0%N/A0.608%
10/21/2024 Kaye Capital Management333,596$12.91M5.2%+2,344.3%38.125%
10/17/2024 RFG Advisory LLC91,784$3.55M0.1%N/A10.490%
10/9/2024 Nvest Financial LLC7,834$303K0.2%N/A0.895%
9/23/2024 Centaurus Financial Inc.2,754$102K0.0%-52.9%0.315%
8/22/2024 Cetera Investment Advisers43,488$1.61M0.0%+15.0%4.970%
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8/13/2024 AE Wealth Management LLC910,867$33.70M0.3%+3,535.5%104.099%
7/31/2024 Commonwealth Equity Services LLC156,867$5.80M0.0%+18.0%17.928%
7/22/2024 Focus Financial Network Inc.8,763$329K0.0%+21.3%1.001%
7/16/2024 Wealth Enhancement Advisory Services LLC9,428$349K0.0%N/A1.077%
7/10/2024 Csenge Advisory Group5,552$205K0.0%N/A0.635%
5/24/2024Cetera Advisors LLC11,802$423K0.0%-4.1%1.349%
5/10/2024 Osaic Holdings Inc.269,706$9.67M0.0%-46.2%29.967%
4/29/2024 Commonwealth Equity Services LLC132,905$4.77M0.0%-41.7%14.767%
4/23/2024 Nations Financial Group Inc. IA ADV8,220$295K0.0%+4.0%0.822%
4/19/2024 Kaye Capital Management14,720$528K0.2%-11.4%1.472%
2/26/2024 Centaurus Financial Inc.6,323$212K0.0%-9.5%0.297%
2/13/2024 Lloyd Advisory Services LLC.45,443$1.53M0.7%N/A2.133%
2/12/2024Focus Financial Network Inc. ADV7,227$243K0.0%N/A0.339%
2/2/2024 Atria Wealth Solutions Inc.16,939$569K0.0%-14.5%0.795%
1/29/2024 Kaye Capital Management16,613$567K0.3%-10.9%0.780%
1/26/2024 B.O.S.S. Retirement Advisors LLC22,894$769K0.1%+9.0%1.075%
1/18/2024 Great Lakes Retirement Inc.11,460$385K0.1%-18.8%0.538%
1/8/2024 B.O.S.S. Retirement Advisors LLC19,896$614K0.1%-5.3%0.934%
11/8/2023 Atria Wealth Solutions Inc.19,821$612K0.0%-22.1%0.931%
11/8/2023 Avantax Advisory Services Inc.6,638$205K0.0%N/A0.312%
11/7/2023 Kaye Capital Management18,640$575K0.3%N/A0.875%
11/6/2023 Authentikos Wealth Advisory LLC7,052$218K0.2%N/A0.331%
11/6/2023 Corrado Advisors LLC48,181$1.49M1.0%-1.3%2.262%
11/1/2023 Money Concepts Capital Corp15,427$476K0.1%+8.7%0.724%
10/30/2023 Blue Bell Private Wealth Management LLC6,939$214K0.1%N/A0.326%
10/23/2023 Commonwealth Equity Services LLC229,253$7.07M0.0%+66.4%10.763%
10/17/2023 B.O.S.S. Retirement Advisors LLC21,009$648K0.1%N/A0.986%
10/12/2023 AdvisorNet Financial Inc1,000$31K0.0%+100.0%0.047%
10/11/2023 AE Wealth Management LLC1,234,800$38.10M0.2%+49.1%57.972%
8/10/2023 Osaic Holdings Inc.82,941$2.62M0.0%+5.2%3.894%
8/10/2023 Commonwealth Equity Services LLC137,807$4.36M0.0%+197.3%6.470%
8/10/2023 Corrado Advisors LLC48,818$1.55M1.1%N/A2.292%
8/10/2023Cetera Advisors LLC8,762$277K0.0%+16.7%0.411%
8/10/2023Cetera Advisor Networks LLC22,776$721K0.0%-4.1%1.069%
8/8/2023 Allianz Investment Management U.S. LLC1,310$41K0.0%N/A0.062%
8/3/2023 Atria Wealth Solutions Inc.25,440$805K0.0%+143.0%1.194%
8/1/2023 Money Concepts Capital Corp14,186$449K0.0%N/A0.666%
7/26/2023 Creative Financial Designs Inc. ADV1,500$47K0.0%N/A0.077%
7/10/2023 AE Wealth Management LLC828,175$26.20M0.2%N/A42.471%
6/14/2023 Atria Wealth Solutions Inc.10,470$290K0.0%N/A0.537%
(Data available from 1/1/2016 forward)

JULT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JULT shares?

During the previous two years, 42 institutional investors and hedge funds held shares of AllianzIM U.S. Large Cap Buffer10 Jul ETF. The most heavily invested institutionals were Kaye Capital Management ($12.94M), Osaic Holdings Inc. ($9.67M), WealthPlan Investment Management LLC ($8.01M), Commonwealth Equity Services LLC ($7.07M), WealthPLAN Partners LLC ($3.72M), RFG Advisory LLC ($3.54M), and Lloyd Advisory Services LLC. ($1.53M).Learn more on JULT's institutional investors.

Which institutional investors have been buying AllianzIM U.S. Large Cap Buffer10 Jul ETF stock?

Of the 39 institutional investors that purchased AllianzIM U.S. Large Cap Buffer10 Jul ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: AE Wealth Management LLC ($2.12M), Kaye Capital Management ($338.59K), Commonwealth Equity Services LLC ($210.13K), WealthPlan Investment Management LLC ($209.50K), WealthPLAN Partners LLC ($97.18K), RFG Advisory LLC ($91.78K), and Corrado Advisors LLC ($48.82K).

How much institutional buying is happening at AllianzIM U.S. Large Cap Buffer10 Jul ETF?

Institutional investors have bought a total of 3,471,597 shares in the last 24 months. This purchase volume represents approximately $120.82M in transactions.

Which AllianzIM U.S. Large Cap Buffer10 Jul ETF major shareholders have been selling company stock?

Of the 19 institutional investors that sold AllianzIM U.S. Large Cap Buffer10 Jul ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Osaic Holdings Inc. ($232.04K), Commonwealth Equity Services LLC ($94.89K), OLD Mission Capital LLC ($19.90K), Atria Wealth Solutions Inc. ($16.71K), Cetera Investment Advisers ($9.49K), Kaye Capital Management ($9.49K), and Centaurus Financial Inc. ($7.81K).

How much institutional selling is happening at AllianzIM U.S. Large Cap Buffer10 Jul ETF?

Institutional investors have sold a total of 412,517 shares in the last 24 months. This volume of shares sold represents approximately $14.93M in transactions.



This page (NYSEARCA:JULT) was last updated on 5/30/2025 by MarketBeat.com Staff
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