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

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

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$94.59M
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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2025 Oliver Lagore Vanvalin Investment Group1,768$68K0.0%N/A0.093%
7/8/2025 Paladin Wealth LLC5,441$227K0.2%N/A0.286%
7/8/2025 Gradient Investments LLC605,507$25.28M0.5%N/A31.869%
5/15/2025OLD Mission Capital LLC8,294$317K0.0%-70.6%0.441%
5/13/2025Nations Financial Group Inc. IA ADV5,662$217K0.0%-30.6%0.301%
5/12/2025WealthPLAN Partners LLC97,178$3.72M0.5%N/A5.169%
5/12/2025WealthPlan Investment Management LLC209,504$8.01M0.8%N/A11.144%
5/9/2025Atria Wealth Solutions Inc.29,863$1.14M0.0%-21.6%1.588%
5/8/2025Harbour Investments Inc.1,459$56K0.0%-35.7%0.078%
5/6/2025Cetera Investment Advisers36,161$1.38M0.0%-7.6%1.923%
5/6/2025AE Wealth Management LLC5,638$216K0.0%-12.5%0.300%
4/29/2025Envestnet Asset Management Inc.38,830$1.49M0.0%+0.9%2.920%
4/24/2025Money Concepts Capital Corp12,126$464K0.0%+2.5%0.912%
4/21/2025Envestnet Portfolio Solutions Inc.5,747$220K0.0%+13.0%0.432%
3/12/2025Centaurus Financial Inc.32,136$1.27M0.1%-11.2%2.380%
2/25/2025 Armis Advisers LLC18,656$736K0.1%N/A1.261%
2/17/2025Cetera Investment Advisers39,121$1.54M0.0%-14.3%4.471%
2/17/2025Citadel Advisors LLC16,017$632K0.0%+7.6%1.831%
2/14/2025Jane Street Group LLC13,091$517K0.0%N/A1.496%
2/13/2025Raymond James Financial Inc.6,366$251K0.0%N/A0.728%
2/13/2025Envestnet Asset Management Inc.38,477$1.52M0.0%+6.0%4.397%
2/12/2025OLD Mission Capital LLC28,196$1.11M0.0%+74.8%3.222%
2/11/2025Grantvest Financial Group LLC24,102$951K1.1%N/A2.755%
2/11/2025LPL Financial LLC9,727$384K0.0%-15.0%1.112%
2/10/2025Harbour Investments Inc.2,269$90K0.0%-64.6%0.259%
2/10/2025Envestnet Portfolio Solutions Inc.5,087$201K0.0%N/A0.581%
2/10/2025Commonwealth Equity Services LLC179,077$7.07M0.0%+1.9%20.466%
2/6/2025Raymond James Financial Inc.6,366$251K0.0%N/A0.728%
1/31/2025Atria Wealth Solutions Inc.38,067$1.50M0.0%+10.5%4.351%
1/27/2025Money Concepts Capital Corp11,826$467K0.0%-21.9%1.352%
1/21/2025RFG Advisory LLC89,647$3.54M0.1%-2.3%10.245%
1/15/2025Kaye Capital Management328,026$12.94M5.9%-1.7%37.489%
11/25/2024Sanctuary Advisors LLC7,112$282K0.0%N/A0.813%
11/12/2024Centaurus Financial Inc.36,189$1.40M0.1%+1,214.1%4.136%
11/12/2024Jim Saulnier & Associates LLC33,655$1.30M1.3%N/A3.846%
11/5/2024Harbour 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%
10/21/2024Kaye Capital Management333,596$12.91M5.2%+2,344.3%38.125%
10/17/2024RFG Advisory LLC91,784$3.55M0.1%N/A10.490%
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10/9/2024Nvest Financial LLC7,834$303K0.2%N/A0.895%
9/23/2024Centaurus Financial Inc.2,754$102K0.0%-52.9%0.315%
8/22/2024Cetera Investment Advisers43,488$1.61M0.0%+15.0%4.970%
8/13/2024AE Wealth Management LLC910,867$33.70M0.3%+3,535.5%104.099%
7/31/2024Commonwealth 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%
7/10/2024Csenge Advisory Group5,552$205K0.0%N/A0.635%
5/24/2024Cetera Advisors LLC11,802$423K0.0%-4.1%1.349%
5/10/2024Osaic Holdings Inc.269,706$9.67M0.0%-46.2%29.967%
4/29/2024Commonwealth Equity Services LLC132,905$4.77M0.0%-41.7%14.767%
4/23/2024Nations Financial Group Inc. IA ADV8,220$295K0.0%+4.0%0.822%
4/19/2024Kaye Capital Management14,720$528K0.2%-11.4%1.472%
2/26/2024Centaurus 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%
2/2/2024Atria Wealth Solutions Inc.16,939$569K0.0%-14.5%0.795%
1/29/2024Kaye Capital Management16,613$567K0.3%-10.9%0.780%
1/26/2024B.O.S.S. Retirement Advisors LLC22,894$769K0.1%+9.0%1.075%
1/18/2024Great Lakes Retirement Inc.11,460$385K0.1%-18.8%0.538%
1/8/2024B.O.S.S. Retirement Advisors LLC19,896$614K0.1%-5.3%0.934%
11/8/2023Atria Wealth Solutions Inc.19,821$612K0.0%-22.1%0.931%
11/8/2023Avantax Advisory Services Inc.6,638$205K0.0%N/A0.312%
11/7/2023Kaye Capital Management18,640$575K0.3%N/A0.875%
11/6/2023Authentikos Wealth Advisory LLC7,052$218K0.2%N/A0.331%
11/6/2023Corrado Advisors LLC48,181$1.49M1.0%-1.3%2.262%
11/1/2023Money Concepts Capital Corp15,427$476K0.1%+8.7%0.724%
10/30/2023Blue Bell Private Wealth Management LLC6,939$214K0.1%N/A0.326%
10/23/2023Commonwealth Equity Services LLC229,253$7.07M0.0%+66.4%10.763%
10/17/2023B.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%
10/11/2023AE Wealth Management LLC1,234,800$38.10M0.2%+49.1%57.972%
8/10/2023Osaic Holdings Inc.82,941$2.62M0.0%+5.2%3.894%
8/10/2023Commonwealth Equity Services LLC137,807$4.36M0.0%+197.3%6.470%
8/10/2023Corrado 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%
8/8/2023Allianz Investment Management U.S. LLC1,310$41K0.0%N/A0.062%
8/3/2023Atria Wealth Solutions Inc.25,440$805K0.0%+143.0%1.194%
8/1/2023Money Concepts Capital Corp14,186$449K0.0%N/A0.666%
7/26/2023Creative Financial Designs Inc. ADV1,500$47K0.0%N/A0.077%
7/10/2023AE Wealth Management LLC828,175$26.20M0.2%N/A42.471%
6/14/2023Atria 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, 45 institutional investors and hedge funds held shares of AllianzIM U.S. Large Cap Buffer10 Jul ETF. The most heavily invested institutionals were Gradient Investments LLC ($25.28M), 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), and RFG Advisory LLC ($3.54M).Learn more on AllianzIM U.S. Large Cap Buffer10 Jul ETF's institutional investors.

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

Of the 42 institutional investors that purchased AllianzIM U.S. Large Cap Buffer10 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 ($1.29M), Gradient Investments LLC ($605.51K), Kaye Capital Management ($338.59K), Commonwealth Equity Services LLC ($210.13K), WealthPlan Investment Management LLC ($209.50K), WealthPLAN Partners LLC ($97.18K), and RFG Advisory LLC ($91.78K).

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

Institutional investors have bought a total of 2,438,151 shares in the last 24 months. This purchase volume represents approximately $94.59M in transactions.

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

Of the 12 institutional investors that sold AllianzIM U.S. Large Cap Buffer10 Jul ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: OLD Mission Capital LLC ($19.90K), Cetera Investment Advisers ($9.49K), Atria Wealth Solutions Inc. ($8.20K), Centaurus Financial Inc. ($7.14K), Kaye Capital Management ($5.57K), Harbour Investments Inc. ($4.95K), and Money Concepts Capital Corp ($3.32K).

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

Institutional investors have sold a total of 66,608 shares in the last 24 months. This volume of shares sold represents approximately $2.58M in transactions.


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This page (NYSEARCA:JULT) was last updated on 7/18/2025 by MarketBeat.com Staff
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