ALLIANZIM US BF15 UNCAP JUL (JULU) Institutional Ownership Changes & 13F Activity
ALLIANZIM US BF15 UNCAP JUL (JULU). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Authentikos Wealth Advisory, Llc, Rfg Advisory, Llc, Commonwealth Equity Services, Llc, Outlook Wealth Advisors, Llc, and Stephens Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Management | Buy | +33,805 | — | 33,805 | $1.00M | Q4 2025 | Mar 03, 2026 |
| Osaic Holdings, Inc. | Buy | +57,533 | — | 57,533 | $1.71M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +16,144 | — | 16,144 | $479.64K | Q4 2025 | Feb 17, 2026 |
| Old Mission Capital Llc | Buy | +14,851 | — | 14,851 | $441.22K | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +12,315 | — | 12,315 | $365.88K | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, Llc | Buy | +19,077 | — | 19,077 | $566.78K | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | Buy | +14,774 | — | 14,774 | $438.94K | Q4 2025 | Feb 13, 2026 |
| Allianz Se | Buy | +5,000 | — | 5,000 | $148.55K | Q4 2025 | Feb 13, 2026 |
| Centaurus Financial, Inc. | Buy | +4,341 | — | 4,341 | $129.00K | Q4 2025 | Feb 13, 2026 |
| Commonwealth Equity Services, Llc | Buy | +171,019 | — | 171,019 | $5.08M | Q4 2025 | Feb 12, 2026 |
| Great Lakes Retirement, Inc. | Buy | +9,123 | — | 9,123 | $271.04K | Q4 2025 | Feb 12, 2026 |
| Outlook Wealth Advisors, Llc | Buy | +116,556 | — | 116,556 | $3.46M | Q4 2025 | Feb 11, 2026 |
| Howard Bailey Securities, Llc | Buy | +24,323 | — | 24,323 | $722.64K | Q4 2025 | Feb 11, 2026 |
| Jpmorgan Chase & Co | Buy | +23,024 | — | 23,024 | $684.04K | Q4 2025 | Feb 11, 2026 |
| Envestnet Asset Management Inc | Buy | +54,549 | — | 54,549 | $1.62M | Q4 2025 | Feb 10, 2026 |
| Harbour Investments, Inc. | Buy | +986 | — | 986 | $29.29K | Q4 2025 | Feb 09, 2026 |
| Authentikos Wealth Advisory, Llc | Buy | +254,426 | — | 254,426 | $7.56M | Q4 2025 | Feb 06, 2026 |
| Lloyd Advisory Services, Llc. | Buy | +84,254 | — | 84,254 | $2.50M | Q4 2025 | Feb 06, 2026 |
| Csenge Advisory Group | Buy | +28,809 | — | 28,809 | $855.91K | Q4 2025 | Feb 06, 2026 |
| Blackston Financial Advisory Group, Llc | Buy | +12,812 | — | 12,812 | $380.64K | Q4 2025 | Feb 06, 2026 |
| Kingdom Financial Group Llc. | Buy | +4,747 | — | 4,747 | $141.03K | Q4 2025 | Feb 06, 2026 |
| Ifp Advisors, Inc | Buy | +4,191 | — | 4,191 | $124.52K | Q4 2025 | Feb 06, 2026 |
| Creative Financial Designs Inc | Buy | +1,000 | — | 1,000 | $29.71K | Q4 2025 | Feb 06, 2026 |
| Stephens Inc | Buy | +115,768 | — | 115,768 | $3.44M | Q4 2025 | Feb 05, 2026 |
| Aegis Wealth Management, Inc. | Buy | +24,894 | — | 24,894 | $739.60K | Q4 2025 | Feb 05, 2026 |
| Atria Investments, Inc | Buy | +12,999 | — | 12,999 | $386.20K | Q4 2025 | Feb 05, 2026 |
| World Investment Advisors | Buy | +50,193 | — | 50,193 | $1.49M | Q4 2025 | Feb 04, 2026 |
| Rfg Advisory, Llc | Buy | +191,680 | — | 191,680 | $5.69M | Q4 2025 | Feb 03, 2026 |
| Nbz Investment Advisors Llc | Buy | +20,457 | — | 20,457 | $607.78K | Q4 2025 | Feb 03, 2026 |
| Fsa Advisors, Inc. | Buy | +34,913 | — | 34,913 | $1.04M | Q4 2025 | Feb 02, 2026 |
Frequently asked questions about JULU activity
Which institutional owners are buying JULU?
Institutional owners buying JULU 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 JULU activity?
"Buy" means an investor increased their reported position in JULU compared to the prior reporting period. This reflects growing exposure to ALLIANZIM US BF15 UNCAP JUL (JULU) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in JULU increasing?
Institutional interest in JULU 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.