Who owns AllianzIM U.S. Equity Buffer20 Jan ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of JANW from SEC Form 13F filings across 88 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 88 institutions disclosed 7.2M shares of AllianzIM U.S. Equity Buffer20 Jan ETF worth $279.7M — about 81.6% of shares outstanding; the largest disclosed holder is AMERICAN ASSET MANAGEMENT INC.. Source: SEC Form 13F filings, parsed by EvidInvest.
88
13F holders
$279.7M
value, 2026 filers
81.6%
of shares outstanding (7.2M sh)
9
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of JANW's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | AMERICAN ASSET MANAGEMENT INC. | 1.1M | $41.3M | 33.7% | 12% | -2.8% |
| 2 | AE Wealth Management LLC | 1.0M | $40.2M | 0.2% | 11.7% | +2.5% |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | 576,590 | $22.3M | 0.0% | 6.5% | -2.0% |
| 4 | RAYMOND JAMES FINANCIAL INC | 461,955 | $17.9M | 0.0% | 5.2% | +9.4% |
| 5 | OSAIC HOLDINGS, INC. | 313,343 | $12.1M | 0.0% | 3.5% | +6.3% |
| 6 | LPL Financial LLC | 267,032 | $10.3M | 0.0% | 3% | -3.6% |
| 7 | Cetera Investment Advisers | 260,206 | $10.1M | 0.0% | 2.9% | +0.4% |
| 8 | Advyzon Investment Management, LLC | 219,635 | $8.5M | 0.6% | 2.5% | +60.0% |
| 9 | POM Investment Strategies, LLC | 217,199 | $8.4M | 9.5% | 2.4% | +4.0% |
| 10 | Kestra Advisory Services, LLC | 176,060 | $6.8M | 0.0% | 2% | -23.9% |
| 11 | Allianz SE | 174,013 | $6.7M | 0.1% | 2% | +23.0% |
| 12 | Wellment Financial | 152,142 | $5.9M | 6.7% | 1.7% | +1.8% |
| 13 | Guardian Capital, LLC | 144,365 | $5.6M | 4.6% | 1.6% | +38.9% |
| 14 | BCGM Wealth Management, LLC | 124,426 | $4.8M | 1.0% | 1.4% | 0.0% |
| 15 | Outlook Wealth Advisors, LLC | 118,060 | $4.6M | 1.0% | 1.3% | +0.4% |
| 16 | Compass Advisory Group LLC | 114,139 | $4.4M | 1.0% | 1.3% | -1.3% |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 97,001 | $3.8M | 0.0% | 1.1% | +10.8% |
| 18 | Long Island Wealth Management, Inc. | 94,923 | $3.7M | 1.5% | 1.1% | 0.0% |
| 19 | World Investment Advisors | 91,787 | $3.5M | 0.1% | 1% | +13.3% |
| 20 | Ausdal Financial Partners, Inc. | 88,988 | $3.4M | 0.1% | 1% | +89.4% |
| 21 | CENTAURUS FINANCIAL, INC. | 79,415 | $3.1M | 0.1% | 0.9% | -1.1% |
| 22 | Spire Wealth Management | 69,662 | $2.7M | 0.1% | 0.8% | -0.8% |
| 23 | Networth Advisors, LLC | 64,401 | $2.5M | 1.4% | 0.7% | +3.8% |
| 24 | Farther Finance Advisors, LLC | 64,009 | $2.5M | 0.0% | 0.7% | +1.4% |
| 25 | GTS FINANCIAL, LLC | 61,531 | $2.1M | 1.6% | 0.7% | +169.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.