JANW Institutional Ownership & Shareholders
ALLIANZIM US LC BUFFER20 JAN (JANW) is currently held by 82 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $235.41M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $42.27M, representing an estimated gain of +2.37% 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
82
Total Reported Value
$235.41M
Largest Holder
American Asset Management Inc.
Largest Position
$41.29M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
94
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 | $42,268,778 | +$977,018 | +2.37% | |
| Commonwealth Equity Services, Llc | 0.03% | 490,084 | $19,387,513 | $19,402,426 | +$14,913 | +0.08% | |
| Raymond James Financial Inc | 0.00% | 461,955 | $17,866,063 | $18,288,798 | +$422,735 | +2.37% | |
| Osaic Holdings, Inc. | 0.01% | 313,343 | $12,116,918 | $12,405,249 | +$288,331 | +2.38% | |
| Lpl Financial Llc | 0.00% | 267,032 | $10,327,435 | $10,571,797 | +$244,362 | +2.37% | |
| Cetera Investment Advisers | 0.01% | 260,206 | $10,063,441 | $10,301,556 | +$238,115 | +2.37% | |
| Pom Investment Strategies, Llc | 7.24% | 226,614 | $8,964,767 | $8,971,648 | +$6,881 | +0.08% | |
| Advyzon Investment Management, Llc | 0.62% | 219,635 | $8,494,362 | $8,695,350 | +$200,988 | +2.37% | |
| Kestra Advisory Services, Llc | 0.02% | 202,797 | $8,022,569 | $8,028,733 | +$6,164 | +0.08% | |
| Allianz Se | 0.07% | 174,013 | $6,729,935 | $6,889,175 | +$159,240 | +2.37% | |
| Wellment Financial | 6.81% | 160,007 | $6,329,819 | $6,334,677 | +$4,858 | +0.08% | |
| Guardian Capital, Llc | 4.57% | 144,365 | $5,583,302 | $5,715,410 | +$132,108 | +2.37% | |
| Bcgm Wealth Management, Llc | 1.02% | 124,426 | $4,812,163 | $4,926,025 | +$113,862 | +2.37% | |
| Outlook Wealth Advisors, Llc | 0.96% | 114,676 | $4,536,537 | $4,540,023 | +$3,486 | +0.08% | |
| Compass Advisory Group Llc | 1.05% | 114,139 | $4,414,314 | $4,518,763 | +$104,449 | +2.37% | |
| Envestnet Asset Management Inc | 0.00% | 97,001 | $3,751,504 | $3,840,270 | +$88,766 | +2.37% | |
| Long Island Wealth Management, Inc. | 1.44% | 93,363 | $3,693,403 | $3,696,241 | +$2,838 | +0.08% | |
| World Investment Advisors | 0.06% | 91,787 | $3,549,838 | $3,633,847 | +$84,009 | +2.37% | |
| Ausdal Financial Partners, Inc. | 0.13% | 88,988 | $3,441,602 | $3,523,035 | +$81,433 | +2.37% | |
| Concurrent Investment Advisors, Llc | 0.02% | 81,268 | $3,214,928 | $3,217,400 | +$2,472 | +0.08% | |
| Centaurus Financial, Inc. | 0.12% | 79,415 | $3,071,000 | $3,144,040 | +$73,040 | +2.38% | |
| Farther Finance Advisors, Llc | 0.02% | 66,305 | $2,622,985 | $2,625,015 | +$2,030 | +0.08% | |
| Networth Advisors, Llc | 1.45% | 64,401 | $2,490,702 | $2,549,636 | +$58,934 | +2.37% | |
| Integrated Wealth Management | 2.42% | 62,134 | $2,457,996 | $2,459,885 | +$1,889 | +0.08% | |
| Spire Wealth Management | 0.07% | 59,954 | $2,371,796 | $2,373,579 | +$1,783 | +0.08% | |
| Ifp Advisors, Inc | 0.04% | 59,920 | $2,370,411 | $2,372,233 | +$1,822 | +0.08% | |
| Gts Financial, Llc | 1.57% | 61,531 | $2,149,524 | $2,436,012 | +$286,488 | +13.33% | |
| Harbour Investments, Inc. | 0.03% | 51,143 | $1,977,950 | $2,024,751 | +$46,801 | +2.37% | |
| Joseph P. Lucia & Associates, Llc | 0.51% | 44,225 | $1,749,523 | $1,750,868 | +$1,345 | +0.08% | |
| Fsa Advisors, Inc. | 0.80% | 44,851 | $1,734,608 | $1,775,651 | +$41,043 | +2.37% | |
| Blue Water Asset Management | 0.56% | 44,490 | $1,720,646 | $1,761,359 | +$40,713 | +2.37% | |
| Perennial Investment Advisors, Llc | 0.11% | 40,779 | $1,577,123 | $1,614,441 | +$37,318 | +2.37% | |
| Lloyd Advisory Services, Llc. | 0.48% | 32,142 | $1,271,525 | $1,272,502 | +$977 | +0.08% | |
| Sigma Planning Corp | 0.03% | 32,057 | $1,254,016 | $1,269,137 | +$15,121 | +1.21% | |
| Susquehanna International Group, Llp | 0.00% | 32,401 | $1,253,105 | $1,282,756 | +$29,651 | +2.37% | |
| Castle Rock Wealth Management, Llc | 0.23% | 31,242 | $1,243,105 | $1,236,871 | -$6,234 | -0.50% | |
| Grantvest Financial Group Llc | 0.69% | 30,465 | $1,205,183 | $1,206,109 | +$926 | +0.08% | |
| Tounjian Advisory Partners, Llc | 0.42% | 25,393 | $982,072 | $1,005,309 | +$23,237 | +2.37% | |
| Nations Financial Group Inc | 0.05% | 24,724 | $956,198 | $978,823 | +$22,625 | +2.37% | |
| Midwest Financial Network, Llc | 0.61% | 22,655 | $896,209 | $896,911 | +$702 | +0.08% | |
| Blackston Financial Advisory Group, Llc | 0.49% | 22,285 | $861,870 | $882,263 | +$20,393 | +2.37% | |
| Mosley Wealth Management | 0.23% | 19,935 | $792,919 | $789,227 | -$3,692 | -0.47% | |
| Blue Bell Private Wealth Management, Llc | 0.09% | 18,781 | $742,969 | $743,540 | +$571 | +0.08% | |
| Smart Wealth Llc | 0.16% | 18,885 | $730,375 | $747,657 | +$17,282 | +2.37% | |
| Arkadios Wealth Advisors | 0.01% | 17,622 | $681,529 | $697,655 | +$16,126 | +2.37% | |
| Csenge Advisory Group | 0.02% | 15,558 | $601,704 | $615,941 | +$14,237 | +2.37% | |
| Bip Wealth, Llc | 0.01% | 13,485 | $533,461 | $533,871 | +$410 | +0.08% | |
| Focus Financial Network, Inc. | 0.02% | 13,112 | $518,705 | $519,104 | +$399 | +0.08% | |
| Pfg Advisors | 0.03% | 12,752 | $504,464 | $504,852 | +$388 | +0.08% | |
| Old Mission Capital Llc | 0.01% | 12,506 | $483,668 | $495,113 | +$11,445 | +2.37% |
Frequently asked questions about JANW
Who are the largest institutional holders of JANW?
The largest institutional holders of JANW reported in the latest SEC Form 13F filings include American Asset Management Inc., Commonwealth Equity Services, Llc, Raymond James Financial Inc, Osaic Holdings, Inc., and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported JANW position.
What is JANW institutional ownership?
This page tracks JANW positions reported by institutional investment managers through SEC Form 13F. ALLIANZIM US LC BUFFER20 JAN (JANW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JANW?
InsiderSet currently tracks 82 institutional managers reporting JANW holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JANW shareholders.
How much JANW stock do institutions own?
Institutional investment managers disclosed approximately $235.41M in JANW holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JANW institutional ownership last updated?
The latest JANW institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JANW holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JANW position after the reporting date.
Are institutions buying or selling JANW?
Institutional buying and selling can be analyzed by comparing JANW positions across consecutive 13F reporting periods. InsiderSet's JANW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JANW ownership changes.
How has JANW institutional ownership changed over time?
InsiderSet tracks JANW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.