JULU Institutional Ownership & Shareholders
ALLIANZIM US BF15 UNCAP JUL (JULU) is currently held by 36 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $69.78M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Foundations Investment Advisors, Llc is currently the largest disclosed institutional shareholder of JULU tracked by InsiderSet, reporting ownership valued at approximately $22.21M 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 $22.17M, representing an estimated loss of -0.18% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 92% of the total disclosed JULU value among the investors covered in this analysis. Major shareholders include Foundations Investment Advisors, Llc, Allianz Se, Sanctuary Advisors, Llc, and several other long-term asset managers with concentrated positions in ALLIANZIM US BF15 UNCAP JUL (JULU).
This page ranks the largest institutional JULU 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
36
Total Reported Value
$69.78M
Largest Holder
Foundations Investment Advisors, Llc
Largest Position
$22.21M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
65
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Foundations Investment Advisors, Llc | 0.23% | 692,163 | $22,209,919 | $22,169,981 | -$39,938 | -0.18% | |
| Allianz Se | 0.15% | 437,176 | $14,027,973 | $14,002,747 | -$25,226 | -0.18% | |
| Sanctuary Advisors, Llc | 0.04% | 263,333 | $8,449,750 | $8,434,556 | -$15,194 | -0.18% | |
| Rfg Advisory, Llc | 0.09% | 205,144 | $6,646,666 | $6,570,762 | -$75,904 | -1.14% | |
| Commonwealth Equity Services, Llc | 0.00% | 111,789 | $3,621,950 | $3,580,602 | -$41,348 | -1.14% | |
| Stephens Inc | 0.04% | 112,869 | $3,621,707 | $3,615,194 | -$6,513 | -0.18% | |
| Usa Financial Formulas | 0.50% | 79,187 | $2,565,659 | $2,536,360 | -$29,299 | -1.14% | |
| Osaic Holdings, Inc. | 0.00% | 52,303 | $1,678,282 | $1,675,265 | -$3,017 | -0.18% | |
| Kestra Advisory Services, Llc | 0.00% | 22,920 | $742,608 | $734,128 | -$8,480 | -1.14% | |
| Envestnet Asset Management Inc | 0.00% | 21,991 | $705,641 | $704,372 | -$1,269 | -0.18% | |
| Arax Advisory Partners | 0.00% | 17,311 | $555,470 | $554,471 | -$999 | -0.18% | |
| Grantvest Financial Group Llc | 0.30% | 16,177 | $524,135 | $518,149 | -$5,986 | -1.14% | |
| World Investment Advisors | 0.01% | 16,074 | $515,778 | $514,850 | -$928 | -0.18% | |
| Susquehanna International Group, Llp | 0.00% | 16,051 | $515,040 | $514,114 | -$926 | -0.18% | |
| Cetera Investment Advisers | 0.00% | 14,856 | $476,695 | $475,838 | -$857 | -0.18% | |
| Nbz Investment Advisors Llc | 0.17% | 13,488 | $437,011 | $432,021 | -$4,990 | -1.14% | |
| Raymond James Financial Inc | 0.00% | 11,481 | $368,399 | $367,736 | -$663 | -0.18% | |
| Elevated Capital Advisors, Llc | 0.09% | 10,646 | $341,606 | $340,991 | -$615 | -0.18% | |
| Transcendent Capital Group Llc | 0.13% | 9,597 | $310,943 | $307,392 | -$3,551 | -1.14% | |
| Range Financial Group Llc | 0.09% | 9,595 | $310,878 | $307,328 | -$3,550 | -1.14% | |
| Southland Equity Partners Llc | 0.05% | 8,697 | $281,783 | $278,565 | -$3,218 | -1.14% | |
| Hrt Financial Lp | 0.00% | 8,454 | $271,000 | $270,782 | -$218 | -0.08% | |
| Ifp Advisors, Inc | 0.00% | 6,145 | $199,098 | $196,824 | -$2,274 | -1.14% | |
| Centaurus Financial, Inc. | 0.01% | 4,111 | $132,000 | $131,675 | -$325 | -0.25% | |
| Ifg Advisory, Llc | 0.00% | 3,488 | $111,924 | $111,721 | -$203 | -0.18% | |
| Mosley Wealth Management | 0.02% | 1,686 | $55,024 | $54,003 | -$1,021 | -1.86% | |
| Creative Financial Designs Inc | 0.00% | 1,000 | $32,088 | $32,030 | -$58 | -0.18% | |
| Farther Finance Advisors, Llc | 0.00% | 943 | $30,553 | $30,204 | -$349 | -1.14% | |
| Harbour Investments, Inc. | 0.00% | 670 | $21,499 | $21,460 | -$39 | -0.18% | |
| Ubs Group Ag | 0.00% | 251 | $8,054 | $8,040 | -$14 | -0.18% | |
| Pom Investment Strategies, Llc | 0.01% | 223 | $7,225 | $7,143 | -$82 | -1.14% | |
| Tounjian Advisory Partners, Llc | 0.00% | 107 | $3,433 | $3,427 | -$6 | -0.17% | |
| Lloyd Advisory Services, Llc. | 0.00% | 64 | $2,074 | $2,050 | -$24 | -1.16% | |
| Geneos Wealth Management Inc. | 0.00% | 59 | $1,893 | $1,890 | -$3 | -0.17% | |
| Park Avenue Securities Llc | 0.00% | 18,070 | $585 | $578,782 | +$578,197 | +98837.11% | |
| Assetmark, Inc | 0.00% | 13 | $421 | $416 | -$5 | -1.10% |
Frequently asked questions about JULU
Who are the largest institutional holders of JULU?
The largest institutional holders of JULU reported in the latest SEC Form 13F filings include Foundations Investment Advisors, Llc, Allianz Se, Sanctuary Advisors, Llc, Rfg Advisory, Llc, and Commonwealth Equity Services, Llc. InsiderSet ranks institutional holders by their latest reported JULU position.
What is JULU institutional ownership?
This page tracks JULU positions reported by institutional investment managers through SEC Form 13F. ALLIANZIM US BF15 UNCAP JUL (JULU) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JULU?
InsiderSet currently tracks 36 institutional managers reporting JULU 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 JULU shareholders.
How much JULU stock do institutions own?
Institutional investment managers disclosed approximately $69.78M in JULU holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JULU institutional ownership last updated?
The latest JULU 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 JULU 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 JULU position after the reporting date.
Are institutions buying or selling JULU?
Institutional buying and selling can be analyzed by comparing JULU positions across consecutive 13F reporting periods. InsiderSet's JULU Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JULU ownership changes.
How has JULU institutional ownership changed over time?
InsiderSet tracks JULU institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.