Who owns AllianzIM U.S. Equity Buffer20 Jun ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of JUNW from SEC Form 13F filings across 80 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, 80 institutions disclosed 7.9M shares of AllianzIM U.S. Equity Buffer20 Jun ETF worth $272.7M — about 439.1% of shares outstanding; the largest disclosed holder is AE Wealth Management LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
80
13F holders
$272.7M
value, 2026 filers
439.1%
of shares outstanding (7.9M sh)
45
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 JUNW's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | 2.7M | $93.6M | 0.4% | 150.8% | +39964.1% |
| 2 | Lloyd Advisory Services, LLC.NEW | 533,703 | $18.4M | 7.1% | 29.6% | new |
| 3 | ACCESS FINANCIAL SERVICES, INC.NEW | 453,357 | $15.6M | 5.1% | 25.1% | new |
| 4 | LPL Financial LLC | 241,376 | $8.3M | 0.0% | 13.4% | +98.9% |
| 5 | POM Investment Strategies, LLCNEW | 232,763 | $8.0M | 9.1% | 12.9% | new |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | 226,189 | $7.8M | 0.0% | 12.5% | +88.0% |
| 7 | Authentikos Wealth Advisory, LLCNEW | 219,883 | $7.6M | 4.8% | 12.2% | new |
| 8 | OSAIC HOLDINGS, INC. | 203,050 | $7.0M | 0.0% | 11.2% | +98.5% |
| 9 | Allianz SE | 195,471 | $6.7M | 0.1% | 10.8% | +22.6% |
| 10 | Ausdal Financial Partners, Inc.NEW | 175,907 | $6.0M | 0.2% | 9.7% | new |
| 11 | Wellment FinancialNEW | 175,439 | $6.0M | 6.9% | 9.7% | new |
| 12 | HOWARD BAILEY SECURITIES, LLCNEW | 173,393 | $6.0M | 2.2% | 9.6% | new |
| 13 | AMERICAN ASSET MANAGEMENT INC. | 170,154 | $5.9M | 4.8% | 9.4% | -1.5% |
| 14 | Integrated Wealth ManagementNEW | 134,707 | $4.6M | 4.9% | 7.5% | new |
| 15 | Outlook Wealth Advisors, LLCNEW | 123,684 | $4.3M | 0.9% | 6.8% | new |
| 16 | B.O.S.S. Retirement Advisors, LLCNEW | 120,440 | $4.1M | 1.1% | 6.7% | new |
| 17 | CENTAURUS FINANCIAL, INC. | 116,312 | $4.0M | 0.2% | 6.4% | +525.8% |
| 18 | Cetera Investment Advisers | 102,219 | $3.5M | 0.0% | 5.7% | +22.4% |
| 19 | Kestra Advisory Services, LLC | 83,598 | $2.9M | 0.0% | 4.6% | +21.6% |
| 20 | RAYMOND JAMES FINANCIAL INC | 81,369 | $2.8M | 0.0% | 4.5% | +51.9% |
| 21 | Networth Advisors, LLCNEW | 76,912 | $2.6M | 1.5% | 4.3% | new |
| 22 | Golden Reserve Retirement LLCNEW | 70,361 | $2.4M | 0.4% | 3.9% | new |
| 23 | Spire Wealth Management | 69,837 | $2.4M | 0.1% | 3.9% | +83.8% |
| 24 | TOUNJIAN ADVISORY PARTNERS, LLCNEW | 67,402 | $2.3M | 1.0% | 3.7% | new |
| 25 | FSA Advisors, Inc.NEW | 65,665 | $2.3M | 1.0% | 3.6% | 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 · options positioning · supply chain. Research, not investment advice.