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

$33.40-0.17 (-0.51%)Financial ServicesBATS

Institutional Holders

41

as of Q4 2025

Total Institutional Value

$5.84200040000003e+156T

% of Float Held

—

QoQ Change in Holders

+14 / -1

Price History

$28.02$29.45$30.87$32.30$33.72Sep 24Jun 25Mar 26

JUNW — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
AMERICAN ASSET MANAGEMENT INC.New Position+175K+$5.8B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+129K+$4.0B
Spire Wealth ManagementNew Position+52K+$1.7B
Grantvest Financial Group LLCNew Position+21K+$692.0M
JIM SAULNIER & ASSOCIATES, LLCNew Position+19K+$646.0M
Aspire Capital Advisors LLCNew Position+13K+$434.0M
Joseph P. Lucia & Associates, LLCNew Position+10K+$345.0M
WEALTHGARDEN F.S. LLCNew Position+7K+$235.0M
Lloyd Advisory Services, LLC.New Position+6K+$202.0M
OLD MISSION CAPITAL LLCIncreased+2K+$73.8M
ALLIANZ INVESTMENT MANAGEMENT LLCNew Position+112K+$3.7M
World Investment AdvisorsNew Position+23K+$778K
Barnes Dennig Private Wealth Management LLCNew Position+16K+$527K
Stonebridge Financial Group, LLC / MONew Position+13K+$427K
Castle Rock Wealth Management, LLCNew Position+12K+$397K

JUNW — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-9K-$4.2B
Cetera Investment AdvisersDecreased-5K-$2.9B
OSAIC HOLDINGS, INC.Decreased-22K-$1.5B
HARBOUR INVESTMENTS, INC.Decreased-4K-$904.6M
First Heartland Consultants, Inc.Closed Position-9K-$297.5M
BARCLAYS PLCDecreased-88-$148.0M
Elevated Capital Advisors, LLCDecreased-4K-$65.9M
UBS Group AGDecreased-619-$20.0M
CREATIVE FINANCIAL DESIGNS INC /ADVDecreased-58-$2.2M
Focus Financial Network, Inc.Decreased-4K-$120K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1AMERICAN ASSET MANAGEMENT INC.174,985$5.8B4.95%Share
2COMMONWEALTH EQUITY SERVICES, LLC129,259$4.0B5.33%Share
3OSAIC HOLDINGS, INC.100,820$3.0B4.38%Share
4Elevated Capital Advisors, LLC86,915$2.9B0.68%Share
5Spire Wealth Management36,155$1.2B0.04%Share
6Farther Finance Advisors, LLC35,450$1.2B12.67%Share
7OLD MISSION CAPITAL LLC32,943$1.1B0.03%Share
8RAYMOND JAMES FINANCIAL INC53,797$1.0B0.31%Share
9Grantvest Financial Group LLC20,735$692.0M0.44%Share
10JIM SAULNIER & ASSOCIATES, LLC19,376$646.0M0.33%Share
11Spire Wealth Management15,809$527.0M0.02%Share
12Aspire Capital Advisors LLC13,021$434.0M0.10%Share
13PFG Advisors10,692$356.0M0.02%Share
14Joseph P. Lucia & Associates, LLC10,355$345.0M0.12%Share
15WEALTHGARDEN F.S. LLC7,028$235.0M0.15%Share
16Lloyd Advisory Services, LLC.6,054$202.0M0.08%Share
17CREATIVE FINANCIAL DESIGNS INC /ADV1,047$34.0M0.00%Share
18UBS Group AG815$27.0M0.00%Share
19LPL Financial LLC120,323$4.0M0.00%Share
20ALLIANZ INVESTMENT MANAGEMENT LLC111,911$3.7M2.34%Share
21Kestra Advisory Services, LLC78,779$2.0M0.01%Share
22Cetera Investment Advisers83,453$2.0M0.00%Share
23HARBOUR INVESTMENTS, INC.23,401$781K0.02%Share
24World Investment Advisors23,309$778K0.01%Share
25Barnes Dennig Private Wealth Management LLC15,809$527K0.53%Share
26Stonebridge Financial Group, LLC / MO12,800$427K0.37%Share
27Castle Rock Wealth Management, LLC11,816$397K0.09%Share
28Focus Financial Network, Inc.10,783$360K0.01%Share
29TAGStone Capital, Inc.7,205$240K0.09%Share
30NBC SECURITIES, INC.5,103$170K0.01%Share
31BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC444$14K0.00%Share
32AE Wealth Management LLC6,770$00.00%Share
33CENTAURUS FINANCIAL, INC.18,585$00.00%Share
34SUSQUEHANNA INTERNATIONAL GROUP, LLP27,806$00.00%Share
35SUSQUEHANNA INTERNATIONAL GROUP, LLP18,900$00.00%Share
36OSAIC HOLDINGS, INC.14,226$00.00%Share
37Cambridge Investment Research Advisors, Inc.15,429$00.00%Share
38BARCLAYS PLC4,426$00.00%Share
39ALLIANZ SE5,000$00.00%Share
40Global Retirement Partners, LLC17,940$00.00%Share
41ENVESTNET ASSET MANAGEMENT INC14,497$00.00%Share

JUNW Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202538$23.7B+19
Q3 202519$21.5B-21
Q2 202540$30.0B-1
Q1 202541$71.0B+6
Q4 202435$2.4T+8
Q3 202427$6.6T-2
Q2 202429$3.1T+16
Q1 202413$1385.8T—

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As of Q4 2025, 41 institutional investors hold JUNW (AllianzIM U.S. Equity Buffer20 Jun ETF). The largest holder is AMERICAN ASSET MANAGEMENT INC. with $5.8B in shares. This quarter, 14 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own JUNW?

As of Q4 2025, 41 institutional investors report holding JUNW (AllianzIM U.S. Equity Buffer20 Jun ETF) in their 13F filings.

Who is the largest institutional holder of JUNW?

The largest institutional holder of JUNW is AMERICAN ASSET MANAGEMENT INC. with $5.8B in shares.

Is institutional ownership of JUNW increasing or decreasing?

This quarter, 14 institutions opened new positions in JUNW and 1 closed their positions.