ALLIANZIM US LC BUFFER10 JUL (JULT) Top Institutional Shareholders
ALLIANZIM US LC BUFFER10 JUL (JULT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $59.72M in JULT holdings during the latest filing period.
Gradient Investments Llc is currently the largest disclosed institutional shareholder of JULT tracked by InsiderSet, reporting ownership valued at approximately $25.91M in its March 31, 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 $28.03M, representing an estimated gain of +8.17% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 84% of the total disclosed JULT value among the investors covered in this analysis. Major shareholders include Gradient Investments Llc, Commonwealth Equity Services, Llc, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in ALLIANZIM US LC BUFFER10 JUL (JULT).
This page ranks the largest institutional JULT 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
42
Total Reported Value
$59.72M
Largest Holder
Gradient Investments Llc
Largest Position
$25.91M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
45
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Gradient Investments Llc | 0.40% | 589,481 | $25,913,113 | $28,029,822 | +$2,116,709 | +8.17% | |
| Commonwealth Equity Services, Llc | 0.01% | 127,994 | $5,626,510 | $6,086,115 | +$459,605 | +8.17% | |
| Raymond James Financial Inc | 0.00% | 105,970 | $4,658,357 | $5,038,874 | +$380,517 | +8.17% | |
| Osaic Holdings, Inc. | 0.01% | 93,697 | $4,118,906 | $4,455,292 | +$336,386 | +8.17% | |
| Lpl Financial Llc | 0.00% | 57,366 | $2,521,763 | $2,727,753 | +$205,990 | +8.17% | |
| Rothschild Wealth Llc | 0.18% | 45,504 | $2,000,319 | $2,163,715 | +$163,396 | +8.17% | |
| Cetera Investment Advisers | 0.00% | 40,100 | $1,762,764 | $1,906,755 | +$143,991 | +8.17% | |
| Envestnet Asset Management Inc | 0.00% | 34,831 | $1,531,143 | $1,656,214 | +$125,071 | +8.17% | |
| Jim Saulnier & Associates, Llc | 0.57% | 26,872 | $1,181,272 | $1,277,764 | +$96,492 | +8.17% | |
| Susquehanna International Group, Llp | 0.00% | 25,845 | $1,136,126 | $1,228,930 | +$92,804 | +8.17% | |
| Grantvest Financial Group Llc | 0.61% | 21,411 | $941,210 | $1,018,093 | +$76,883 | +8.17% | |
| Bison Wealth, Llc | 0.09% | 18,656 | $879,436 | $887,093 | +$7,657 | +0.87% | |
| Money Concepts Capital Corp | 0.03% | 13,829 | $607,912 | $657,569 | +$49,657 | +8.17% | |
| Mml Investors Services, Llc | 0.00% | 13,758 | $604,791 | $654,193 | +$49,402 | +8.17% | |
| Old Mission Capital Llc | 0.01% | 12,890 | $566,634 | $612,920 | +$46,286 | +8.17% | |
| Founders Financial Securities Llc | 0.03% | 12,000 | $544,560 | $570,600 | +$26,040 | +4.78% | |
| Nvest Financial, Llc | 0.20% | 12,281 | $539,863 | $583,962 | +$44,099 | +8.17% | |
| Modern Wealth Management, Llc | 0.01% | 10,645 | $470,787 | $506,170 | +$35,383 | +7.52% | |
| Kestra Advisory Services, Llc | 0.00% | 9,919 | $436,031 | $471,648 | +$35,617 | +8.17% | |
| Harbour Investments, Inc. | 0.01% | 8,705 | $382,665 | $413,923 | +$31,258 | +8.17% | |
| Focus Financial Network, Inc. | 0.01% | 8,647 | $380,115 | $411,165 | +$31,050 | +8.17% | |
| Sanctuary Advisors, Llc | 0.00% | 7,062 | $310,440 | $335,798 | +$25,358 | +8.17% | |
| Brown Financial Advisors | 0.11% | 6,906 | $303,582 | $328,380 | +$24,798 | +8.17% | |
| Blue Bell Private Wealth Management, Llc | 0.04% | 6,610 | $290,571 | $314,306 | +$23,735 | +8.17% | |
| Integrity Alliance, Llc. | 0.01% | 5,910 | $259,799 | $281,021 | +$21,222 | +8.17% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 5,778 | $255,760 | $274,744 | +$18,984 | +7.42% | |
| A4 Wealth Advisors Llc | 0.21% | 5,688 | $250,040 | $270,464 | +$20,424 | +8.17% | |
| Elevation Wealth Management Llc | 0.21% | 5,320 | $233,863 | $252,966 | +$19,103 | +8.17% | |
| Nations Financial Group Inc | 0.01% | 5,312 | $233,511 | $252,586 | +$19,075 | +8.17% | |
| Cassady Wealth & Retirement Planning, Llc | 0.12% | 4,907 | $228,912 | $233,328 | +$4,416 | +1.93% | |
| Paladin Wealth, Llc | 0.14% | 4,558 | $200,366 | $216,733 | +$16,367 | +8.17% | |
| Creative Financial Designs Inc | 0.00% | 1,639 | $72,049 | $77,934 | +$5,885 | +8.17% | |
| Allianz Se | 0.00% | 1,310 | $57,587 | $62,290 | +$4,703 | +8.17% | |
| Kingdom Financial Group Llc. | 0.02% | 1,220 | $53,630 | $58,011 | +$4,381 | +8.17% | |
| Lloyd Advisory Services, Llc. | 0.02% | 1,220 | $53,630 | $58,011 | +$4,381 | +8.17% | |
| Advisornet Financial, Inc | 0.00% | 1,000 | $43,959 | $47,550 | +$3,591 | +8.17% | |
| Ae Wealth Management Llc | 0.00% | 766 | $33,673 | $36,423 | +$2,750 | +8.17% | |
| Morgan Stanley | 0.00% | 498 | $21,892 | $23,680 | +$1,788 | +8.17% | |
| Barclays Plc | 0.00% | 142 | $6,242 | $6,752 | +$510 | +8.17% | |
| Centaurus Financial, Inc. | 0.05% | 22,812 | $1,003 | $1,084,711 | +$1,083,708 | +108046.62% | |
| Ubs Group Ag | 0.00% | 22 | $967 | $1,046 | +$79 | +8.18% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 11,004 | $484 | $523,240 | +$522,756 | +108007.48% |
Frequently asked questions about JULT
Who owns the most JULT stock?
The largest holders of JULT 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 BUFFER10 JUL (JULT).
Is JULT widely held by superinvestors?
Many widely followed stocks like JULT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JULT 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.