Who Owns AllianzIM U.S. Equity Buffer20 Jul ETF (JULW)?Hedge Fund & Institutional Holders

$38.92-0.11 (-0.28%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$5.100032081120001e+180T

% of Float Held

—

QoQ Change in Holders

+15 / -6

Price History

$32.48$34.24$35.99$37.74$39.49Sep 24Jun 25Mar 26

JULW — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COMMONWEALTH EQUITY SERVICES, LLCNew Position+1.3M+$51.0M
AE Wealth Management LLCNew Position+826K+$32.3M
Lloyd Advisory Services, LLC.New Position+295K+$11.5M
AMERICAN ASSET MANAGEMENT INC.New Position+153K+$6.0M
Long Island Wealth Management, Inc.New Position+123K+$4.8M
World Investment AdvisorsNew Position+120K+$4.7M
ALLIANZ INVESTMENT MANAGEMENT LLCNew Position+95K+$3.7M
B.O.S.S. Retirement Advisors, LLCNew Position+87K+$3.4M
HOWARD BAILEY SECURITIES, LLCNew Position+81K+$3.2M
ENVESTNET ASSET MANAGEMENT INCNew Position+87K+$3.0M
BIP Wealth, LLCNew Position+68K+$2.6M
Guardian Capital, LLCNew Position+54K+$2.1M
Compass Advisory Group LLCNew Position+46K+$1.8M
LifeWealth Investments, LLCNew Position+40K+$1.6M
WEALTHGARDEN F.S. LLCNew Position+36K+$1.4M

JULW — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
OSAIC HOLDINGS, INC.Decreased-24K-$14.0B
Cetera Investment AdvisersDecreased-120K-$13.4B
Great Lakes Retirement, Inc.Decreased-3K-$2.3B
Elevated Capital Advisors, LLCDecreased-3K-$2.1B
HARBOUR INVESTMENTS, INC.Decreased-11K-$1.9B
Focus Financial Network, Inc.Decreased-3K-$1.2B
Gradient Investments LLCClosed Position-22K-$843.7M
CITADEL ADVISORS LLCClosed Position-13K-$518.4M
JPMORGAN CHASE & CODecreased-10K-$506.7M
GOLDMAN SACHS GROUP INCClosed Position-9K-$359.0M
Consolidated Portfolio Review CorpClosed Position-8K-$321.2M
First Heartland Consultants, Inc.Closed Position-8K-$318.8M
UBS Group AGDecreased-799-$31.2M
Richard W. Paul & Associates, LLCClosed Position-150-$5.8M
Cambridge Investment Research Advisors, Inc.Decreased-943-$933K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1COMMONWEALTH EQUITY SERVICES, LLC1,309,856$51.0M0.07%Share
2AE Wealth Management LLC820,072$32.1M0.18%Share
3OSAIC HOLDINGS, INC.308,363$12.0M0.02%Share
4Lloyd Advisory Services, LLC.295,093$11.5M4.48%Share
5LPL Financial LLC254,632$9.0M0.00%Share
6Cetera Investment Advisers229,887$8.0M0.01%Share
7CENTAURUS FINANCIAL, INC.201,159$7.0M0.32%Share
8AMERICAN ASSET MANAGEMENT INC.152,761$6.0M5.07%Share
9Long Island Wealth Management, Inc.122,681$4.8M2.27%Share
10World Investment Advisors120,321$4.7M0.09%Share
11Kestra Advisory Services, LLC127,334$4.0M0.02%Share
12ALLIANZ INVESTMENT MANAGEMENT LLC95,296$3.7M2.33%Share
13B.O.S.S. Retirement Advisors, LLC86,852$3.4M1.07%Share
14HOWARD BAILEY SECURITIES, LLC81,093$3.2M1.25%Share
15RFG Advisory, LLC79,665$3.1M0.06%Share
16ENVESTNET ASSET MANAGEMENT INC87,106$3.0M0.00%Share
17RAYMOND JAMES FINANCIAL INC94,662$3.0M0.00%Share
18BIP Wealth, LLC67,719$2.6M0.09%Share
19Advyzon Investment Management, LLC63,403$2.5M0.29%Share
20Guardian Capital, LLC53,938$2.1M1.89%Share
21Elevated Capital Advisors, LLC52,685$2.1M0.48%Share
22Great Lakes Retirement, Inc.57,516$2.0M0.21%Share
23Cambridge Investment Research Advisors, Inc.75,436$2.0M0.01%Share
24Compass Advisory Group LLC45,781$1.8M0.48%Share
25LifeWealth Investments, LLC39,689$1.6M0.49%Share
26HARBOUR INVESTMENTS, INC.38,892$1.5M0.03%Share
27WEALTHGARDEN F.S. LLC35,801$1.4M0.93%Share
28Diversify Advisory Services, LLC35,600$1.4M0.04%Share
29Aegis Wealth Management, Inc.33,012$1.3M1.01%Share
30Centennial Advisors, LLC30,610$1.2M1.56%Share
31Spire Wealth Management29,439$1.2M0.04%Share
32Focus Financial Network, Inc.27,260$1.1M0.04%Share
33Cypress Wealth Services, LLC26,852$1.1M0.15%Share
34OSAIC HOLDINGS, INC.36,516$1.0M0.00%Share
35SUSQUEHANNA INTERNATIONAL GROUP, LLP35,484$1.0M0.00%Share
36IFP Advisors, Inc28,666$1.0M0.02%Share
37Castle Rock Wealth Management, LLC24,619$966K0.21%Share
38OLD MISSION CAPITAL LLC22,287$871K0.02%Share
39SMART Wealth LLC19,710$771K0.24%Share
40Joseph P. Lucia & Associates, LLC18,095$707K0.25%Share
41Kingdom Financial Group LLC.17,801$696K0.22%Share
42NATIONS FINANCIAL GROUP INC, /IA/ /ADV17,083$668K0.04%Share
43Clear Point Advisors Inc.16,441$643K0.50%Share
44Grantvest Financial Group LLC15,908$622K0.40%Share
45PFG Advisors14,503$567K0.03%Share
46Stirlingshire Investments, Inc.9,867$385K0.34%Share
47HB Wealth Management, LLC9,357$366K0.00%Share
48Strategic Blueprint, LLC9,024$353K0.02%Share
49PARK AVENUE SECURITIES LLC8,654$339K0.00%Share
50Farther Finance Advisors, LLC8,258$323K0.00%Share

JULW Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202572$210.3M+38
Q3 202534$58.1B-17
Q2 202551$60.6B-3
Q1 202554$66.6B+4
Q4 202450$11.7T+9
Q3 202441$26.2T+6
Q2 202435$23.1T+3
Q1 202432$20.9T—

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As of Q4 2025, 50 institutional investors hold JULW (AllianzIM U.S. Equity Buffer20 Jul ETF). The largest holder is COMMONWEALTH EQUITY SERVICES, LLC with $51.0M in shares. This quarter, 15 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own JULW?

As of Q4 2025, 50 institutional investors report holding JULW (AllianzIM U.S. Equity Buffer20 Jul ETF) in their 13F filings.

Who is the largest institutional holder of JULW?

The largest institutional holder of JULW is COMMONWEALTH EQUITY SERVICES, LLC with $51.0M in shares.

Is institutional ownership of JULW increasing or decreasing?

This quarter, 15 institutions opened new positions in JULW and 6 closed their positions.