Who Owns JULW?
AllianzIM U.S. Equity Buffer20 Jul ETF — Institutional Ownership & 13F Holdings
$40.14
-0.01 (-0.03%)
Market Cap
$304.9M
Shares Outstanding
7,370,019
Institutional Holders
54
Total Inst. Value
$58.8M
% of Float Held
—
QoQ Holder Change
+22
Institutional data as of Q1 2025
New Positions
14
Closed Positions
10
Increased
8
Decreased
16
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | OSAIC HOLDINGS, INC. | $13.3M | 385,664 |
| 2 | Cetera Investment Advisers | $9.5M | 275,716 |
| 3 | AMERICAN ASSET MANAGEMENT INC.New | $5.4M | 156,880 |
| 4 | CENTAURUS FINANCIAL, INC. | $4.5M | 129,566 |
| 5 | Strategic Blueprint, LLC | $3.1M | 90,311 |
| 6 | Cambridge Investment Research Advisors, Inc. | $2.5M | 71,976 |
| 7 | Elevated Capital Advisors, LLCNew | $2.2M | 64,647 |
| 8 | WEALTHGARDEN F.S. LLC | $1.8M | 51,837 |
| 9 | Long Island Wealth Management, Inc. | $1.6M | 46,934 |
| 10 | Compass Advisory Group LLCNew | $1.6M | 46,441 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | +68K | $13.3M |
| Cetera Investment Advisers | +43K | $9.5M |
| AMERICAN ASSET MANAGEMENT INC.New | +157K | $5.4M |
| Elevated Capital Advisors, LLCNew | +65K | $2.2M |
| Compass Advisory Group LLCNew | +46K | $1.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | -58K | $48K |
| Atria Wealth Solutions, Inc. | -19K | $3K |
| Strategic Blueprint, LLC | -12K | $3.1M |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | -7K | $629K |
| CENTAURUS FINANCIAL, INC. | -6K | $4.5M |
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Frequently Asked Questions
How many institutional investors hold JULW?
As of Q1 2025, 54 institutional investors report holding JULW (AllianzIM U.S. Equity Buffer20 Jul ETF) in their 13F filings.
Which hedge fund owns the most JULW?
The largest institutional holder of JULW is OSAIC HOLDINGS, INC. with $13.3M in shares.
Are institutions buying or selling JULW?
This quarter, 14 institutions opened new positions in JULW and 10 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.