Who owns AllianzIM U.S. Equity Buffer20 Jul ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of JULW from SEC Form 13F filings across 69 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, 69 institutions disclosed 5.0M shares of AllianzIM U.S. Equity Buffer20 Jul ETF worth $203.9M — about 64.7% of shares outstanding; the largest disclosed holder is COMMONWEALTH EQUITY SERVICES, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
69
13F holders
$203.9M
value, 2026 filers
64.7%
of shares outstanding (5.0M sh)
14
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 JULW's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | 1.2M | $49.8M | 0.1% | 15.7% | -4.0% |
| 2 | RAYMOND JAMES FINANCIAL INC | 414,189 | $16.9M | 0.0% | 5.3% | +321.6% |
| 3 | GTS FINANCIAL, LLC | 355,833 | $13.2M | 9.6% | 4.6% | +495.5% |
| 4 | LPL Financial LLC | 287,703 | $11.7M | 0.0% | 3.7% | +13.6% |
| 5 | OSAIC HOLDINGS, INC. | 266,353 | $10.9M | 0.0% | 3.4% | +3.2% |
| 6 | Cetera Investment Advisers | 230,401 | $9.4M | 0.0% | 3% | +0.9% |
| 7 | Advyzon Investment Management, LLC | 208,320 | $8.5M | 0.6% | 2.7% | +63.2% |
| 8 | Allianz SE | 168,041 | $6.9M | 0.1% | 2.2% | +22.3% |
| 9 | AMERICAN ASSET MANAGEMENT INC. | 149,192 | $6.1M | 5.0% | 1.9% | -1.2% |
| 10 | Guardian Capital, LLC | 136,855 | $5.6M | 4.6% | 1.8% | +43.9% |
| 11 | World Investment Advisors | 130,451 | $5.3M | 0.1% | 1.7% | +11.7% |
| 12 | Long Island Wealth Management, Inc. | 122,469 | $5.0M | 2.1% | 1.6% | -0.1% |
| 13 | Kestra Advisory Services, LLC | 112,954 | $4.6M | 0.0% | 1.5% | -23.1% |
| 14 | CENTAURUS FINANCIAL, INC. | 91,028 | $3.7M | 0.1% | 1.2% | -51.9% |
| 15 | Cambridge Investment Research Advisors, Inc. | 85,713 | $3.5M | 0.0% | 1.1% | +5.5% |
| 16 | Ausdal Financial Partners, Inc. | 84,938 | $3.5M | 0.1% | 1.1% | +90.5% |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 84,639 | $3.5M | 0.0% | 1.1% | +640.6% |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 75,564 | $3.1M | 0.0% | 1% | +2.1% |
| 19 | BIP Wealth, LLC | 62,126 | $2.5M | 0.1% | 0.8% | -5.5% |
| 20 | Elevated Capital Advisors, LLC | 48,661 | $2.0M | 0.5% | 0.6% | -49.2% |
| 21 | Compass Advisory Group LLC | 45,781 | $1.9M | 0.4% | 0.6% | 0.0% |
| 22 | RFG Advisory, LLC | 41,515 | $1.7M | 0.0% | 0.5% | -41.5% |
| 23 | WEALTHGARDEN F.S. LLC | 35,791 | $1.5M | 0.8% | 0.5% | 0.0% |
| 24 | Aegis Wealth Management, Inc. | 34,584 | $1.4M | 0.9% | 0.4% | -0.6% |
| 25 | Diversify Advisory Services, LLCNEW | 34,101 | $1.4M | 0.0% | 0.4% | new |
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.