ALLIANZIM US LC BUFFER10 JUL (JULT) Institutional Ownership Changes & 13F Activity
ALLIANZIM US LC BUFFER10 JUL (JULT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, Lpl Financial Llc, Modern Wealth Management, Llc, Centaurus Financial, Inc., and Jane Street Group, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Centaurus Financial, Inc. | Sell | -10,530 | -46.2% | 12,282 | $587.00K | Q2 2026 | Aug 17, 2026 |
| Raymond James Financial Inc | Sell | -19,652 | -18.5% | 86,318 | $4.12M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +9,273 | — | 9,273 | $443.02K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -3,351 | -3.6% | 90,346 | $4.32M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Sell | -3,281 | -25.5% | 9,609 | $459.07K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +786 | +3.0% | 26,631 | $1.27M | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Buy | +841 | +3822.7% | 863 | $41.23K | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Sell | -230 | -3.3% | 6,832 | $326.40K | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Sell | -2,680 | -6.7% | 37,420 | $1.79M | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +2,121 | — | 2,121 | $101.34K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Sell | -854 | -9.8% | 7,851 | $375.08K | Q2 2026 | Aug 12, 2026 |
| Rothschild Wealth Llc | Buy | +8,850 | +19.4% | 54,354 | $2.60M | Q2 2026 | Aug 11, 2026 |
| Lpl Financial Llc | Buy | +10,645 | +18.6% | 68,011 | $3.25M | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Buy | +1,309 | +9.5% | 15,067 | $719.83K | Q2 2026 | Aug 07, 2026 |
| Envestnet Asset Management Inc | Sell | -2,624 | -7.5% | 32,207 | $1.54M | Q2 2026 | Aug 03, 2026 |
| Commonwealth Equity Services, Llc | Sell | -4,365 | -3.4% | 123,629 | $5.91M | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, Llc | Sell | -2,691 | -27.1% | 7,228 | $345.32K | Q2 2026 | Jul 28, 2026 |
| Cassady Wealth & Retirement Planning, Llc | Sell | -184 | -3.7% | 4,723 | $225.64K | Q2 2026 | Jul 27, 2026 |
| Nations Financial Group Inc | Sell | -943 | -17.8% | 4,369 | $208.73K | Q2 2026 | Jul 23, 2026 |
| Greenbush Financial Group, Llc | Buy | +4,440 | — | 4,440 | $212.12K | Q2 2026 | Jul 21, 2026 |
| Farther Finance Advisors, Llc | Buy | +636 | — | 636 | $30.39K | Q2 2026 | Jul 17, 2026 |
| Aegis Wealth Management, Inc. | Buy | +5,978 | — | 5,978 | $285.60K | Q2 2026 | Jul 16, 2026 |
| Independent Financial Group, Llc | Sell | -755 | -8.7% | 7,926 | $378.67K | Q2 2026 | Jul 15, 2026 |
| Wealth Enhancement Advisory Services, Llc | Sell | -30 | -0.5% | 5,748 | $276.31K | Q2 2026 | Jul 15, 2026 |
| Focus Financial Network, Inc. | Sell | -20 | -0.2% | 8,627 | $412.15K | Q2 2026 | Jul 09, 2026 |
| Brown Financial Advisors | Sell | -6,906 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Barclays Plc | Sell | -142 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Modern Wealth Management, Llc | Sell | -10,645 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Lloyd Advisory Services, Llc. | Sell | -1,220 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Ae Wealth Management Llc | Sell | -766 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
Frequently asked questions about JULT activity
Which institutional owners are buying JULT?
Institutional owners buying JULT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in JULT activity?
"Buy" means an investor increased their reported position in JULT compared to the prior reporting period. This reflects growing exposure to ALLIANZIM US LC BUFFER10 JUL (JULT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in JULT increasing?
Institutional interest in JULT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.