ALLIANZIM US LC BUFFER20 JAN (JANW) Institutional Shareholders
ALLIANZIM US LC BUFFER20 JAN (JANW) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $237.64M in JANW holdings during the latest filing period.
American Asset Management Inc. is currently the largest disclosed institutional shareholder of JANW tracked by InsiderSet, reporting ownership valued at approximately $41.29M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $42.11M, representing an estimated gain of +1.99% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed JANW value among the investors covered in this analysis. Major shareholders include American Asset Management Inc., Commonwealth Equity Services, Llc, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in ALLIANZIM US LC BUFFER20 JAN (JANW).
This page ranks the largest institutional JANW shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
84
Total Reported Value
$237.64M
Largest Holder
American Asset Management Inc.
Largest Position
$41.29M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
93
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| American Asset Management Inc. | 33.67% | 1,067,663 | $41,291,760 | $42,113,967 | +$822,207 | +1.99% | |
| Commonwealth Equity Services, Llc | 0.03% | 576,590 | $22,299,570 | $22,743,593 | +$444,023 | +1.99% | |
| Raymond James Financial Inc | 0.00% | 461,955 | $17,866,063 | $18,221,815 | +$355,752 | +1.99% | |
| Osaic Holdings, Inc. | 0.01% | 313,343 | $12,116,918 | $12,359,815 | +$242,897 | +2.00% | |
| Lpl Financial Llc | 0.00% | 267,032 | $10,327,435 | $10,533,077 | +$205,642 | +1.99% | |
| Cetera Investment Advisers | 0.01% | 260,206 | $10,063,441 | $10,263,826 | +$200,385 | +1.99% | |
| Advyzon Investment Management, Llc | 0.62% | 219,635 | $8,494,362 | $8,663,503 | +$169,141 | +1.99% | |
| Pom Investment Strategies, Llc | 9.52% | 217,199 | $8,400,157 | $8,567,415 | +$167,258 | +1.99% | |
| Kestra Advisory Services, Llc | 0.02% | 176,060 | $6,809,121 | $6,944,687 | +$135,566 | +1.99% | |
| Allianz Se | 0.07% | 174,013 | $6,729,935 | $6,863,943 | +$134,008 | +1.99% | |
| Wellment Financial | 6.71% | 152,142 | $5,884,083 | $6,001,241 | +$117,158 | +1.99% | |
| Guardian Capital, Llc | 4.57% | 144,365 | $5,583,302 | $5,694,477 | +$111,175 | +1.99% | |
| Bcgm Wealth Management, Llc | 1.02% | 124,426 | $4,812,163 | $4,907,984 | +$95,821 | +1.99% | |
| Outlook Wealth Advisors, Llc | 0.99% | 118,060 | $4,565,941 | $4,656,877 | +$90,936 | +1.99% | |
| Compass Advisory Group Llc | 1.05% | 114,139 | $4,414,314 | $4,502,213 | +$87,899 | +1.99% | |
| Envestnet Asset Management Inc | 0.00% | 97,001 | $3,751,504 | $3,826,204 | +$74,700 | +1.99% | |
| Long Island Wealth Management, Inc. | 1.52% | 94,923 | $3,671,138 | $3,744,238 | +$73,100 | +1.99% | |
| World Investment Advisors | 0.06% | 91,787 | $3,549,838 | $3,620,538 | +$70,700 | +1.99% | |
| Ausdal Financial Partners, Inc. | 0.13% | 88,988 | $3,441,602 | $3,510,132 | +$68,530 | +1.99% | |
| Centaurus Financial, Inc. | 0.12% | 79,415 | $3,071,000 | $3,132,525 | +$61,525 | +2.00% | |
| Spire Wealth Management | 0.08% | 69,662 | $2,693,823 | $2,747,818 | +$53,995 | +2.00% | |
| Networth Advisors, Llc | 1.45% | 64,401 | $2,490,702 | $2,540,297 | +$49,595 | +1.99% | |
| Farther Finance Advisors, Llc | 0.02% | 64,009 | $2,475,528 | $2,524,835 | +$49,307 | +1.99% | |
| Ifp Advisors, Inc | 0.04% | 59,923 | $2,317,516 | $2,363,663 | +$46,147 | +1.99% | |
| Integrated Wealth Management | 2.37% | 58,136 | $2,248,404 | $2,293,175 | +$44,771 | +1.99% | |
| Gts Financial, Llc | 1.57% | 61,531 | $2,149,524 | $2,427,090 | +$277,566 | +12.91% | |
| Harbour Investments, Inc. | 0.03% | 51,143 | $1,977,950 | $2,017,336 | +$39,386 | +1.99% | |
| Fsa Advisors, Inc. | 0.80% | 44,851 | $1,734,608 | $1,769,148 | +$34,540 | +1.99% | |
| Joseph P. Lucia & Associates, Llc | 0.52% | 44,755 | $1,730,895 | $1,765,361 | +$34,466 | +1.99% | |
| Aegis Wealth Management, Inc. | 1.12% | 44,680 | $1,727,995 | $1,762,403 | +$34,408 | +1.99% | |
| Blue Water Asset Management | 0.56% | 44,490 | $1,720,646 | $1,754,908 | +$34,262 | +1.99% | |
| Perennial Investment Advisors, Llc | 0.11% | 40,779 | $1,577,123 | $1,608,528 | +$31,405 | +1.99% | |
| Grantvest Financial Group Llc | 0.77% | 34,428 | $1,331,499 | $1,358,012 | +$26,513 | +1.99% | |
| Susquehanna International Group, Llp | 0.00% | 32,401 | $1,253,105 | $1,278,057 | +$24,952 | +1.99% | |
| Clear Point Advisors Inc. | 0.96% | 33,782 | $1,232,367 | $1,332,531 | +$100,164 | +8.13% | |
| Sigma Planning Corp | 0.03% | 31,789 | $1,229,440 | $1,253,917 | +$24,477 | +1.99% | |
| Castle Rock Wealth Management, Llc | 0.24% | 31,422 | $1,215,142 | $1,239,441 | +$24,299 | +2.00% | |
| Lloyd Advisory Services, Llc. | 0.45% | 29,911 | $1,156,805 | $1,179,839 | +$23,034 | +1.99% | |
| Pfg Advisors | 0.05% | 27,402 | $1,059,770 | $1,080,872 | +$21,102 | +1.99% | |
| Midwest Financial Network, Llc | 0.68% | 25,636 | $991,465 | $1,011,212 | +$19,747 | +1.99% | |
| Tounjian Advisory Partners, Llc | 0.42% | 25,393 | $982,072 | $1,001,627 | +$19,555 | +1.99% | |
| Nations Financial Group Inc | 0.05% | 24,724 | $956,198 | $975,238 | +$19,040 | +1.99% | |
| Blackston Financial Advisory Group, Llc | 0.49% | 22,285 | $861,870 | $879,032 | +$17,162 | +1.99% | |
| Concurrent Investment Advisors, Llc | 0.01% | 19,517 | $754,818 | $769,848 | +$15,030 | +1.99% | |
| Blue Bell Private Wealth Management, Llc | 0.09% | 19,213 | $743,061 | $757,857 | +$14,796 | +1.99% | |
| Smart Wealth Llc | 0.16% | 18,885 | $730,375 | $744,919 | +$14,544 | +1.99% | |
| Arkadios Wealth Advisors | 0.01% | 17,622 | $681,529 | $695,100 | +$13,571 | +1.99% | |
| Csenge Advisory Group | 0.02% | 15,558 | $601,704 | $613,685 | +$11,981 | +1.99% | |
| Mosley Wealth Management | 0.19% | 15,438 | $597,063 | $608,952 | +$11,889 | +1.99% | |
| Park Avenue Securities Llc | 0.00% | 15,440 | $597,000 | $609,031 | +$12,031 | +2.02% |
Frequently asked questions about JANW
Who owns the most JANW stock?
The largest holders of JANW are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ALLIANZIM US LC BUFFER20 JAN (JANW).
Is JANW widely held by superinvestors?
Many widely followed stocks like JANW appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JANW is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.