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

$41.60 +0.05 (+0.12%)
As of 09:33 AM Eastern
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Institutional Ownership Changes (13F Filings) for AllianzIM U.S. Large Cap Buffer20 Jul ETF (NYSEARCA:JULW)

Number of
Institutional Buyers
(last 12 months)
49
Total
Institutional Inflows
(last 12 months)
$111.22M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$26.69M
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JULW Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/8/2026 Midwest Financial Network LLC21,732$887K0.6%-13.1%0.383%
6/4/2026 Midwest 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%
5/13/2026 Cetera Investment Advisers228,448$8.87M0.0%-0.6%2.910%
5/7/2026 American Asset Management Inc.150,999$5.86M5.1%-1.2%1.924%
5/6/2026 Forty three Eighteen Advisors LLC27,827$1.08M0.8%-7.3%0.354%
5/6/2026 Independent Financial Group LLC23,209$901K0.0%N/A0.296%
5/2/2026 Diversify Wealth Management LLC35,101$1.41M0.0%N/A0.447%
4/30/2026 Elevated Capital Advisors LLC95,852$3.72M0.9%+81.9%1.221%
4/30/2026 Kestra Advisory Services LLC146,890$5.70M0.0%+15.4%1.871%
4/28/2026 B.O.S.S. Retirement Advisors LLC81,235$3.15M1.0%-6.5%1.035%
4/27/2026 BIP Wealth LLC65,719$2.55M0.1%-3.0%0.837%
4/27/2026World Investment Advisors116,771$4.53M0.1%-3.0%1.488%
4/23/2026 Networth Advisors LLC3,049$118K0.1%-8.2%0.039%
4/21/2026 LifeWealth Investments LLC31,350$1.22M0.4%-21.0%0.399%
4/21/2026 Aegis Wealth Management Inc.34,797$1.35M1.1%+5.2%0.443%
4/20/2026 RFG Advisory LLC70,976$2.76M0.1%-10.9%0.904%
4/15/2026 Nations Financial Group Inc. IA ADV16,580$643K0.0%-2.9%0.211%
3/17/2026 Forty 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%
2/17/2026 Cetera 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%
2/13/2026 Kestra 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%
2/12/2026 Elevation Wealth Management LLC10,160$397K0.4%N/A0.132%
2/12/2026HRT Financial LP6,305$246K0.0%N/A0.082%
2/12/2026 Commonwealth Equity Services LLC1,309,856$51.24M0.1%-8.4%16.967%
2/12/2026 Great Lakes Retirement Inc.57,516$2.25M0.2%-4.7%0.745%
2/11/2026 Stirlingshire Investments Inc.9,867$386K0.3%N/A0.128%
2/11/2026 Howard Bailey Securities LLC81,093$3.17M1.2%+15.6%1.050%
2/11/2026 LPL Financial LLC254,632$9.96M0.0%+31.3%3.298%
2/11/2026Allianz Investment Management LLC95,296$3.73M2.3%N/A1.234%
2/10/2026 Clear Point Advisors Inc.16,441$643K0.5%-3.1%0.213%
2/9/2026 Harbour Investments Inc.38,892$1.52M0.0%-22.2%0.504%
2/6/2026 Lloyd Advisory Services LLC.295,093$11.54M4.5%+8.6%3.822%
2/6/2026 Kingdom Financial Group LLC.17,801$696K0.2%+37.7%0.231%
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2/6/2026 IFP Advisors Inc28,666$1.12M0.0%+10.0%0.371%
2/6/2026 Csenge Advisory Group6,605$258K0.0%-5.2%0.086%
2/5/2026 Aegis Wealth Management Inc.33,073$1.29M1.0%N/A0.428%
2/5/2026 Guardian Capital LLC53,938$2.11M1.9%N/A0.699%
2/4/2026World Investment Advisors120,321$4.71M0.1%N/A1.559%
2/3/2026 RFG Advisory LLC79,665$3.12M0.1%+549.6%1.032%
2/2/2026 B.O.S.S. Retirement Advisors LLC86,852$3.40M1.1%-38.1%1.125%
1/30/2026 Simplicity Wealth LLC6,106$239K0.0%N/A0.079%
1/30/2026 Strategic Blueprint LLC9,024$353K0.0%-88.6%0.117%
1/28/2026 Joseph P. Lucia & Associates LLC18,095$708K0.3%-5.2%0.234%
1/27/2026 Elevated Capital Advisors LLC52,685$2.06M0.5%-4.8%0.682%
1/26/2026 LifeWealth Investments LLC39,689$1.55M0.5%-7.8%0.514%
1/26/2026 SMART Wealth LLC19,710$771K0.2%N/A0.255%
1/26/2026 Merit Financial Group LLC8,067$316K0.0%-29.7%0.104%
1/26/2026 AE Wealth Management LLC826,198$32.32M0.2%-1.5%10.702%
1/22/2026 Networth Advisors LLC3,323$130K0.1%N/A0.043%
1/22/2026 Centennial Advisors LLC30,610$1.20M1.6%N/A0.397%
1/21/2026 BIP Wealth LLC67,719$2.65M0.1%N/A0.877%
1/21/2026 Long Island Wealth Management Inc.122,681$4.80M2.3%+0.7%1.589%
1/14/2026 Spire Wealth Management29,439$1.15M0.0%-6.1%0.381%
1/12/2026 Focus Financial Network Inc.27,260$1.07M0.0%-10.6%0.349%
1/7/2026 American Asset Management Inc.152,761$5.98M5.1%-1.1%1.958%
1/1/2026 JPMorgan 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%
11/13/2025 GeoWealth Management LLC1,093$42K0.0%-91.8%0.014%
11/13/2025 PFG Advisors14,503$557K0.0%+28.5%0.182%
11/13/2025 Diversify Advisory Services LLC35,600$1.38M0.0%-5.1%0.448%
11/12/2025 Consolidated Portfolio Review Corp8,364$321K0.0%N/A0.105%
11/12/2025 Great 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%
11/10/2025 First Heartland Consultants Inc.8,301$319K0.0%+41.1%0.104%
11/10/2025Advyzon Investment Management LLC6,831$262K0.0%N/A0.086%
11/7/2025 JPMorgan Chase & Co.13,194$507K0.0%+3,504.9%0.166%
11/6/2025 Compass Advisory Group LLC45,781$1.76M0.5%-1.4%0.576%
11/6/2025 Long Island Wealth Management Inc.121,858$4.68M2.3%+0.3%1.533%
11/5/2025 B.O.S.S. Retirement Advisors LLC140,286$5.39M1.3%N/A1.765%
11/5/2025 American Asset Management Inc.154,503$5.93M5.3%-0.9%1.943%
11/5/2025 Envestnet Asset Management Inc.199,877$7.68M0.0%+216.1%2.514%
11/4/2025 Grantvest Financial Group LLC16,008$615K0.4%-13.2%0.201%
11/4/2025 Howard Bailey Securities LLC70,161$2.70M1.0%N/A0.883%
11/4/2025 Wealthgarden F.S. LLC36,049$1.39M1.0%-28.5%0.453%
11/3/2025 AE Wealth Management LLC838,935$32.22M0.2%+11,862.6%10.553%
10/30/2025 Kingdom Financial Group LLC.12,932$497K0.3%N/A0.163%
10/30/2025 Lloyd Advisory Services LLC.271,609$10.43M4.9%N/A3.416%
10/29/2025 FSR Wealth Management Ltd.6,759$260K0.3%N/A0.085%
10/28/2025 Nations Financial Group Inc. IA ADV17,280$664K0.0%-2.2%0.217%
10/28/2025 Csenge Advisory Group6,964$267K0.0%N/A0.088%
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10/23/2025 Spire Wealth Management31,357$1.20M0.0%+557.8%0.389%
10/23/2025 Strategic Blueprint LLC79,159$3.04M0.1%-4.4%0.981%
10/22/2025 Commonwealth Equity Services LLC1,430,220$54.93M0.1%-1.5%17.723%
10/20/2025 Quest 10 Wealth Builders Inc.3,731$143K0.1%N/A0.046%
10/20/2025 DHJJ Financial Advisors Ltd.6,191$238K0.1%-4.7%0.077%
10/20/2025 Joseph P. Lucia & Associates LLC19,095$733K0.3%+13.7%0.237%
10/20/2025 LifeWealth Investments LLC42,836$1.65M0.5%N/A0.531%
10/16/2025 Castle Rock Wealth Management LLC24,619$945K0.2%-1.2%0.303%
10/15/2025 Cypress Wealth Services LLC26,852$1.03M0.2%N/A0.330%
10/10/2025 Focus Financial Network Inc.30,509$1.17M0.0%+7.2%0.375%


JULW Institutional Ownership - Frequently Asked Questions

During the previous two years, 83 institutional investors and hedge funds held shares of AllianzIM U.S. Large Cap 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), Mid American Wealth Advisory Group Inc. ($9.71M), and Cetera Investment Advisers ($8.87M).Learn more on AllianzIM U.S. Large Cap Buffer20 Jul ETF's institutional investors.

Of the 69 institutional investors that purchased AllianzIM U.S. Large Cap 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), Mid American Wealth Advisory Group Inc. ($281.08K), World Investment Advisors ($240.64K), B.O.S.S. Retirement Advisors LLC ($147.77K), Envestnet Asset Management Inc. ($136.64K), and Commonwealth Equity Services LLC ($127.36K).

Institutional investors have bought a total of 2,881,812 shares in the last 24 months. This purchase volume represents approximately $111.22M in transactions.

Of the 34 institutional investors that sold AllianzIM U.S. Large Cap 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), Osaic Holdings Inc. ($88.60K), Strategic Blueprint LLC ($73.82K), B.O.S.S. Retirement Advisors LLC ($59.05K), Centaurus Financial Inc. ($56.11K), and Susquehanna International Group LLP ($29.40K).

Institutional investors have sold a total of 688,357 shares in the last 24 months. This volume of shares sold represents approximately $26.69M in transactions.


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Institutional ownership data for NYSEARCA:JULW is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/8/2026. New 13F filings are added each quarter as they're published.
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