Who Owns JANW?
AllianzIM U.S. Equity Buffer20 Jan ETF — Institutional Ownership & 13F Holdings
$37.95
+0.07 (+0.19%)
Market Cap
$336.7M
Shares Outstanding
8,680,522
Institutional Holders
75
Total Inst. Value
$296.8M
% of Float Held
—
QoQ Holder Change
+44
Institutional data as of Q1 2025
New Positions
28
Closed Positions
6
Increased
24
Decreased
15
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | AE Wealth Management LLC | $110.3M | 3,320,283 |
| 2 | AMERICAN ASSET MANAGEMENT INC.New | $38.8M | 1,167,401 |
| 3 | OSAIC HOLDINGS, INC. | $22.4M | 675,869 |
| 4 | Lloyd Advisory Services, LLC.New | $14.0M | 422,235 |
| 5 | RAYMOND JAMES FINANCIAL INC | $12.2M | 366,950 |
| 6 | FSR Wealth Management Ltd.New | $11.4M | 344,774 |
| 7 | Outlook Wealth Advisors, LLCNew | $9.8M | 295,278 |
| 8 | Cetera Investment Advisers | $8.5M | 256,117 |
| 9 | B.O.S.S. Retirement Advisors, LLCNew | $6.6M | 198,575 |
| 10 | Compass Advisory Group LLCNew | $4.3M | 128,366 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| AE Wealth Management LLC | +112K | $110.3M |
| AMERICAN ASSET MANAGEMENT INC.New | +1.2M | $38.8M |
| OSAIC HOLDINGS, INC. | +471K | $22.4M |
| Lloyd Advisory Services, LLC.New | +422K | $14.0M |
| FSR Wealth Management Ltd.New | +345K | $11.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Strategic Blueprint, LLC | -192K | $688K |
| RAYMOND JAMES FINANCIAL INC | -67K | $12.2M |
| HARBOUR INVESTMENTS, INC. | -10K | $1.3M |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | -7K | $848K |
| Long Island Wealth Management, Inc. | -7K | $1.6M |
Related Stocks
Frequently Asked Questions
How many institutional investors hold JANW?
As of Q1 2025, 75 institutional investors report holding JANW (AllianzIM U.S. Equity Buffer20 Jan ETF) in their 13F filings.
Which hedge fund owns the most JANW?
The largest institutional holder of JANW is AE Wealth Management LLC with $110.3M in shares.
Are institutions buying or selling JANW?
This quarter, 28 institutions opened new positions in JANW and 6 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.