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AllianzIM U.S. Large Cap Buffer20 Jun ETF (JUNW) Institutional Ownership

$34.38 -0.04 (-0.12%)
As of 02:19 PM Eastern

Institutional Ownership Changes (13F Filings) for AllianzIM U.S. Large Cap Buffer20 Jun ETF (NYSEARCA:JUNW)

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$13.73M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$6.05M
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JUNW Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/7/2026 American Asset Management Inc.172,754$5.76M5.0%-1.3%9.872%
5/6/2026 Independent Financial Group LLC6,850$228K0.0%N/A0.391%
4/30/2026 Elevated Capital Advisors LLC2,370$79K0.0%-97.3%0.135%
4/30/2026 Kestra Advisory Services LLC68,747$2.29M0.0%-12.7%3.928%
4/27/2026 World Investment Advisors18,900$630K0.0%-18.9%1.080%
3/13/2026 World Investment Advisors23,309$778K0.0%N/A1.214%
2/18/2026 OLD Mission Capital LLC32,943$1.10M0.0%+5.3%1.716%
2/17/2026 Cetera Investment Advisers83,453$2.79M0.0%-5.8%4.347%
2/17/2026 Osaic Holdings Inc.115,046$3.84M0.0%-16.0%5.992%
2/13/2026 Kestra Advisory Services LLC78,779$2.63M0.0%+19.8%4.103%
2/13/2026Allianz SE5,000$167K0.0%N/A0.260%
2/12/2026 Commonwealth Equity Services LLC129,259$4.32M0.0%-0.7%6.732%
2/11/2026 LPL Financial LLC120,323$4.02M0.0%-6.8%6.267%
2/11/2026Allianz Investment Management LLC111,911$3.74M2.3%N/A5.829%
2/9/2026 Harbour Investments Inc.23,401$781K0.0%-15.3%1.219%
2/6/2026 Lloyd Advisory Services LLC.6,054$202K0.1%N/A0.315%
2/4/2026 Stonebridge Financial Group LLC MO12,800$427K0.4%N/A0.667%
2/4/2026 World Investment Advisors23,309$778K0.0%N/A1.214%
2/2/2026 Grantvest Financial Group LLC20,735$692K0.4%-3.7%1.080%
1/27/2026 Elevated Capital Advisors LLC86,915$2.90M0.7%-4.0%4.527%
1/14/2026 Spire Wealth Management51,964$1.74M0.1%-6.2%2.706%
1/12/2026 Focus Financial Network Inc.10,783$360K0.0%-26.4%0.562%
1/7/2026 American Asset Management Inc.174,985$5.84M5.0%-1.5%9.114%
11/17/2025 Susquehanna International Group LLP37,635$1.23M0.0%+1.0%1.960%
11/14/2025 Raymond James Financial Inc.51,451$1.69M0.0%+8.1%2.680%
11/10/2025 First Heartland Consultants Inc.9,075$298K0.0%-5.8%0.473%
11/6/2025 Aspire Capital Advisors LLC13,021$427K0.1%-11.0%0.678%
11/5/2025 American Asset Management Inc.177,572$5.82M5.2%-0.9%9.249%
11/4/2025 Grantvest Financial Group LLC21,525$706K0.5%-3.7%1.121%
11/3/2025 AE Wealth Management LLC8,501$279K0.0%-39.2%0.443%
10/23/2025 Spire Wealth Management55,421$1.82M0.1%-1.0%2.842%
10/20/2025 Joseph P. Lucia & Associates LLC10,355$339K0.1%-16.6%0.518%
9/4/2025 Osaic Holdings Inc.141,660$4.51M0.0%+16.7%7.083%
8/29/2025 Centaurus Financial Inc.18,585$592K0.0%-5.4%0.929%
8/14/2025 Jane Street Group LLC9,391$299K0.0%N/A0.470%
8/14/2025 Raymond James Financial Inc.47,595$1.52M0.0%+17.4%2.380%
8/12/2025 American Asset Management Inc.179,274$5.71M5.3%-1.0%8.964%
8/12/2025Global Retirement Partners LLC17,940$572K0.0%N/A0.897%
8/8/2025 Cetera Investment Advisers79,233$2.53M0.0%+24.6%3.962%
8/7/2025 PFG Advisors10,692$341K0.0%+3.3%0.535%
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8/6/2025 AE Wealth Management LLC13,976$445K0.0%+8.3%0.699%
8/4/2025 Jim Saulnier & Associates LLC19,376$617K0.4%+66.5%0.969%
8/4/2025 Creative Financial Designs Inc. ADV1,110$35K0.0%N/A0.056%
8/4/2025 Spire Wealth Management55,959$1.78M0.1%+107.9%2.798%
8/4/2025 Barnes Dennig Private Wealth Management LLC15,809$504K0.6%N/A0.790%
8/1/2025 Envestnet Asset Management Inc.14,251$454K0.0%+33.9%0.713%
7/29/2025 Joseph P. Lucia & Associates LLC12,411$395K0.2%N/A0.621%
7/28/2025 Harbour Investments Inc.31,368$999K0.0%+6.5%1.568%
7/25/2025Atria Wealth Solutions Inc.59,840$1.91M0.0%+51.6%2.992%
7/23/2025 Castle Rock Wealth Management LLC11,816$379K0.1%-5.7%0.591%
7/15/2025 Aspire Capital Advisors LLC14,625$466K0.1%N/A0.713%
7/11/2025 Farther Finance Advisors LLC35,450$1.13M0.0%+826.6%1.729%
7/11/2025 Silver Oak Securities Incorporated17,596$561K0.0%-34.6%0.858%
7/10/2025 Focus Financial Network Inc.14,652$467K0.0%+25.5%0.715%
5/22/2025Mattson Financial Services LLC14,601$434K0.1%N/A0.896%
5/14/2025Kestra Advisory Services LLC50,161$1.49M0.0%-26.0%2.986%
5/8/2025Harbour Investments Inc.29,465$876K0.0%-36.4%1.754%
5/8/2025Grantvest Financial Group LLC23,533$700K0.6%-5.4%1.401%
5/7/2025American Asset Management Inc.180,995$5.38M5.4%-2.9%10.774%
5/6/2025Cetera Investment Advisers63,568$1.89M0.0%-7.6%3.784%
5/6/2025AE Wealth Management LLC12,905$384K0.0%-16.6%0.768%
5/6/2025PFG Advisors10,346$308K0.0%-11.4%0.616%
4/29/2025Silver Oak Securities Incorporated26,901$747K0.1%N/A1.601%
4/24/2025Elevated Capital Advisors LLC107,104$3.18M0.9%+6.8%3.455%
4/23/2025Spire Wealth Management26,920$800K0.0%-21.9%0.868%
4/21/2025Silver Oak Securities Incorporated26,901$747K0.1%N/A0.868%
4/9/2025Paladin Wealth LLC14,157$421K0.4%-40.7%0.457%
4/9/2025Gradient Investments LLC1,456,177$43.30M0.9%+2.1%46.973%
4/9/2025NBC Securities Inc.5,103$151K0.0%+101,960.0%0.165%
3/5/2025Castle Rock Wealth Management LLC12,524$383K0.1%-9.0%0.404%
2/18/2025First Heartland Consultants Inc.9,568$287K0.0%-4.0%1.196%
2/17/2025Cetera Investment Advisers68,826$2.07M0.0%+14.4%8.603%
2/17/2025Citadel Advisors LLC18,438$554K0.0%N/A2.305%
2/14/2025Mercer Global Advisors Inc. ADV7,902$237K0.0%N/A0.988%
2/14/2025Jane Street Group LLC12,932$388K0.0%-43.1%1.617%
2/13/2025Raymond James Financial Inc.41,309$1.24M0.0%N/A5.164%
2/13/2025Envestnet Asset Management Inc.6,811$205K0.0%-35.6%0.851%
2/12/2025OLD Mission Capital LLC22,953$689K0.0%-51.4%2.869%
2/11/2025Grantvest Financial Group LLC24,866$747K0.8%N/A3.108%
2/11/2025LPL Financial LLC11,990$360K0.0%+48.9%1.499%
2/10/2025Harbour Investments Inc.46,293$1.39M0.0%-23.0%5.787%
2/10/2025Commonwealth Equity Services LLC138,054$4.15M0.0%-0.7%17.257%
2/7/2025PFG Advisors11,677$351K0.0%-48.5%1.460%
2/6/2025Raymond James Financial Inc.41,309$1.24M0.0%N/A5.164%
2/4/2025Brown Financial Advisors16,087$483K0.2%N/A2.011%
2/4/2025Wealthgarden F.S. LLC7,465$224K0.2%N/A0.933%
1/31/2025Global Retirement Partners LLC17,940$539K0.0%N/A2.243%
1/31/2025Atria Wealth Solutions Inc.39,644$1.19M0.0%-28.9%4.956%
1/29/2025Paladin Wealth LLC23,862$717K0.6%N/A2.983%
1/24/2025Spire Wealth Management34,470$1.04M0.0%N/A4.309%
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1/22/2025Jim Saulnier & Associates LLC11,639$350K0.3%-18.7%1.455%
1/21/2025Gradient Investments LLC1,425,826$42.82M0.9%N/A178.228%
1/13/2025Elevated Capital Advisors LLC100,328$3.01M0.8%+60.3%12.541%
11/15/2024Jane Street Group LLC22,730$673K0.0%+58.4%2.841%
11/12/2024Centaurus Financial Inc.19,651$581K0.0%-32.6%2.456%
11/12/2024Jim Saulnier & Associates LLC14,313$424K0.4%N/A1.789%
11/8/2024Moors & Cabot Inc.6,880$204K0.0%N/A0.860%
11/5/2024Harbour Investments Inc.60,090$1.78M0.1%-18.2%7.511%
10/29/2024Farther Finance Advisors LLC3,826$113K0.0%N/A0.478%
10/25/2024Strategic Blueprint LLC7,008$207K0.0%-11.8%0.876%


JUNW Institutional Ownership - Frequently Asked Questions

During the previous two years, 52 institutional investors and hedge funds held shares of AllianzIM U.S. Large Cap Buffer20 Jun ETF. The most heavily invested institutionals were Gradient Investments LLC ($43.30M), Outlook Wealth Advisors LLC ($7.40M), American Asset Management Inc. ($5.76M), Commonwealth Equity Services LLC ($4.32M), LPL Financial LLC ($4.02M), Osaic Holdings Inc. ($3.84M), and Allianz Investment Management LLC ($3.74M).Learn more on AllianzIM U.S. Large Cap Buffer20 Jun ETF's institutional investors.

Of the 50 institutional investors that purchased AllianzIM U.S. Large Cap Buffer20 Jun 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 ($2.67M), Gradient Investments LLC ($1.46M), Lloyd Advisory Services LLC. ($533.07K), Outlook Wealth Advisors LLC ($258.91K), American Asset Management Inc. ($187.44K), Allianz Investment Management LLC ($111.91K), and WealthPLAN Partners LLC ($110.40K).

Institutional investors have bought a total of 421,052 shares in the last 24 months. This purchase volume represents approximately $13.73M in transactions.

Of the 19 institutional investors that sold AllianzIM U.S. Large Cap Buffer20 Jun ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Elevated Capital Advisors LLC ($88.13K), Osaic Holdings Inc. ($21.88K), Kestra Advisory Services LLC ($10.03K), Silver Oak Securities Incorporated ($9.31K), LPL Financial LLC ($8.77K), American Asset Management Inc. ($8.24K), and AE Wealth Management LLC ($5.48K).

Institutional investors have sold a total of 182,050 shares in the last 24 months. This volume of shares sold represents approximately $6.05M in transactions.



This page (NYSEARCA:JUNW) was last updated on 5/27/2026 by MarketBeat.com Staff.
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