Who Owns JULT?
AllianzIM U.S. Equity Buffer10 Jul ETF — Institutional Ownership & 13F Holdings
$46.53
+0.05 (+0.11%)
Market Cap
$79.7M
Shares Outstanding
1,659,809
Institutional Holders
39
Total Inst. Value
$28.6M
% of Float Held
—
QoQ Holder Change
+12
Institutional data as of Q1 2025
New Positions
9
Closed Positions
9
Increased
5
Decreased
16
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | WealthPlan Investment Management, LLCNew | $8.0M | 209,504 |
| 2 | OSAIC HOLDINGS, INC. | $5.6M | 145,396 |
| 3 | WealthPLAN Partners, LLCNew | $3.7M | 97,178 |
| 4 | Cetera Investment Advisers | $1.4M | 36,161 |
| 5 | JIM SAULNIER & ASSOCIATES, LLCNew | $1.3M | 33,655 |
| 6 | CENTAURUS FINANCIAL, INC. | $1.2M | 30,992 |
| 7 | Grantvest Financial Group LLC | $922K | 24,102 |
| 8 | Bison Wealth, LLC | $714K | 18,656 |
| 9 | Rothschild Wealth LLC | $635K | 16,609 |
| 10 | MML INVESTORS SERVICES, LLC | $591K | 15,443 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| WealthPlan Investment Management, LLCNew | +210K | $8.0M |
| WealthPLAN Partners, LLCNew | +97K | $3.7M |
| JIM SAULNIER & ASSOCIATES, LLCNew | +34K | $1.3M |
| MONEY CONCEPTS CAPITAL CORP | +300 | $464K |
| Wealthquest CorpNew | +4K | $407K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | -76K | $5.6M |
| OLD MISSION CAPITAL LLC | -20K | $317K |
| Atria Wealth Solutions, Inc. | -8K | $1K |
| COMMONWEALTH EQUITY SERVICES, LLC | -7K | $7K |
| Cambridge Investment Research Advisors, Inc. | -3K | $251K |
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Frequently Asked Questions
How many institutional investors hold JULT?
As of Q1 2025, 39 institutional investors report holding JULT (AllianzIM U.S. Equity Buffer10 Jul ETF) in their 13F filings.
Which hedge fund owns the most JULT?
The largest institutional holder of JULT is WealthPlan Investment Management, LLC with $8.0M in shares.
Are institutions buying or selling JULT?
This quarter, 9 institutions opened new positions in JULT and 9 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.