Who owns AllianzIM U.S. Equity Buffer10 Jul ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of JULT from SEC Form 13F filings across 43 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, 43 institutions disclosed 778,389 shares of AllianzIM U.S. Equity Buffer10 Jul ETF worth $37.2M — about 46% of shares outstanding; the largest disclosed holder is COMMONWEALTH EQUITY SERVICES, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
43
13F holders
$37.2M
value, 2026 filers
46%
of shares outstanding (778,389 sh)
6
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 JULT's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | 123,629 | $5.9M | 0.0% | 7.3% | -3.4% |
| 2 | OSAIC HOLDINGS, INC. | 90,346 | $4.3M | 0.0% | 5.3% | -3.6% |
| 3 | RAYMOND JAMES FINANCIAL INC | 86,318 | $4.1M | 0.0% | 5.1% | -18.5% |
| 4 | LPL Financial LLC | 68,011 | $3.2M | 0.0% | 4% | +18.6% |
| 5 | Rothschild Wealth LLC | 54,354 | $2.6M | 0.2% | 3.2% | +19.4% |
| 6 | Cetera Investment Advisers | 37,420 | $1.8M | 0.0% | 2.2% | -6.7% |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 32,207 | $1.5M | 0.0% | 1.9% | -7.5% |
| 8 | JIM SAULNIER & ASSOCIATES, LLC | 26,872 | $1.3M | 0.5% | 1.6% | 0.0% |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26,631 | $1.3M | 0.0% | 1.6% | +3.0% |
| 10 | Grantvest Financial Group LLC | 21,411 | $1.0M | 0.6% | 1.3% | 0.0% |
| 11 | Bison Wealth, LLC | 18,656 | $894,365 | 0.1% | 1.1% | 0.0% |
| 12 | MML INVESTORS SERVICES, LLC | 15,067 | $719,826 | 0.0% | 0.9% | +9.5% |
| 13 | MONEY CONCEPTS CAPITAL CORP | 13,499 | $644,915 | 0.0% | 0.8% | -2.4% |
| 14 | CENTAURUS FINANCIAL, INC. | 12,282 | $587,000 | 0.0% | 0.7% | -46.2% |
| 15 | Nvest Financial, LLC | 12,281 | $586,725 | 0.2% | 0.7% | 0.0% |
| 16 | FOUNDERS FINANCIAL SECURITIES LLC | 12,000 | $573,300 | 0.0% | 0.7% | 0.0% |
| 17 | Cambridge Investment Research Advisors, Inc. | 11,004 | $526,000 | 0.0% | 0.6% | 0.0% |
| 18 | OLD MISSION CAPITAL LLC | 9,609 | $459,069 | 0.0% | 0.6% | -25.5% |
| 19 | JANE STREET GROUP, LLCNEW | 9,273 | $443,018 | 0.0% | 0.5% | new |
| 20 | Focus Financial Network, Inc. | 8,627 | $412,155 | 0.0% | 0.5% | -0.2% |
| 21 | INDEPENDENT FINANCIAL GROUP, LLC | 7,926 | $378,665 | 0.0% | 0.5% | -8.7% |
| 22 | HARBOUR INVESTMENTS, INC. | 7,851 | $375,082 | 0.0% | 0.5% | -9.8% |
| 23 | Kestra Advisory Services, LLC | 7,228 | $345,318 | 0.0% | 0.4% | -27.1% |
| 24 | Sanctuary Advisors, LLC | 6,832 | $326,399 | 0.0% | 0.4% | -3.3% |
| 25 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 6,610 | $315,793 | 0.0% | 0.4% | 0.0% |
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. Research, not investment advice.