JULW Institutional Ownership & Shareholders
ALLIANZIM US LC BUFFER20 JUL (JULW) is currently held by 66 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $199.96M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Commonwealth Equity Services, Llc is currently the largest disclosed institutional shareholder of JULW tracked by InsiderSet, reporting ownership valued at approximately $47.09M in its September 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 $46.99M, representing an estimated loss of -0.20% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed JULW value among the investors covered in this analysis. Major shareholders include Commonwealth Equity Services, Llc, Raymond James Financial Inc, Gts Financial, Llc, and several other long-term asset managers with concentrated positions in ALLIANZIM US LC BUFFER20 JUL (JULW).
This page ranks the largest institutional JULW 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
66
Total Reported Value
$199.96M
Largest Holder
Commonwealth Equity Services, Llc
Largest Position
$47.09M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
90
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Commonwealth Equity Services, Llc | 0.06% | 1,134,539 | $47,090,272 | $46,994,534 | -$95,738 | -0.20% | |
| Raymond James Financial Inc | 0.00% | 414,189 | $16,907,196 | $17,156,413 | +$249,217 | +1.47% | |
| Gts Financial, Llc | 9.64% | 355,833 | $13,226,313 | $14,739,208 | +$1,512,895 | +11.44% | |
| Lpl Financial Llc | 0.00% | 287,703 | $11,744,036 | $11,917,147 | +$173,111 | +1.47% | |
| Osaic Holdings, Inc. | 0.01% | 266,353 | $10,872,456 | $11,032,794 | +$160,338 | +1.47% | |
| Cetera Investment Advisers | 0.01% | 230,401 | $9,404,948 | $9,543,601 | +$138,653 | +1.47% | |
| Advyzon Investment Management, Llc | 0.62% | 208,320 | $8,503,622 | $8,628,969 | +$125,347 | +1.47% | |
| Allianz Se | 0.07% | 168,041 | $6,859,434 | $6,960,544 | +$101,110 | +1.47% | |
| American Asset Management Inc. | 4.97% | 149,192 | $6,090,017 | $6,179,786 | +$89,769 | +1.47% | |
| Guardian Capital, Llc | 4.57% | 136,855 | $5,586,421 | $5,668,767 | +$82,346 | +1.47% | |
| Kestra Advisory Services, Llc | 0.02% | 133,818 | $5,554,258 | $5,542,969 | -$11,289 | -0.20% | |
| World Investment Advisors | 0.09% | 130,451 | $5,325,010 | $5,403,502 | +$78,492 | +1.47% | |
| Long Island Wealth Management, Inc. | 1.90% | 117,184 | $4,863,851 | $4,853,960 | -$9,891 | -0.20% | |
| Centaurus Financial, Inc. | 0.14% | 91,028 | $3,716,000 | $3,770,535 | +$54,535 | +1.47% | |
| Ausdal Financial Partners, Inc. | 0.14% | 84,938 | $3,467,170 | $3,518,276 | +$51,106 | +1.47% | |
| Susquehanna International Group, Llp | 0.00% | 84,639 | $3,454,964 | $3,505,891 | +$50,927 | +1.47% | |
| Envestnet Asset Management Inc | 0.00% | 75,564 | $3,084,522 | $3,129,989 | +$45,467 | +1.47% | |
| Bip Wealth, Llc | 0.07% | 61,349 | $2,546,370 | $2,541,180 | -$5,190 | -0.20% | |
| Elevated Capital Advisors, Llc | 0.55% | 48,661 | $1,986,342 | $2,015,621 | +$29,279 | +1.47% | |
| Compass Advisory Group Llc | 0.44% | 45,781 | $1,868,780 | $1,896,327 | +$27,547 | +1.47% | |
| Concurrent Investment Advisors, Llc | 0.01% | 44,669 | $1,854,036 | $1,850,266 | -$3,770 | -0.20% | |
| Rfg Advisory, Llc | 0.03% | 41,515 | $1,694,659 | $1,719,622 | +$24,963 | +1.47% | |
| Spire Wealth Management | 0.05% | 39,824 | $1,653,105 | $1,649,578 | -$3,527 | -0.21% | |
| Aegis Wealth Management, Inc. | 0.88% | 35,789 | $1,485,462 | $1,482,441 | -$3,021 | -0.20% | |
| Wealthgarden F.S. Llc | 0.83% | 35,791 | $1,460,971 | $1,482,524 | +$21,553 | +1.48% | |
| Ifp Advisors, Inc | 0.02% | 33,272 | $1,380,991 | $1,378,183 | -$2,808 | -0.20% | |
| Diversify Advisory Services, Llc | 0.02% | 33,001 | $1,378,003 | $1,366,958 | -$11,045 | -0.80% | |
| Diversify Wealth Management, Llc | 0.02% | 33,001 | $1,378,003 | $1,366,958 | -$11,045 | -0.80% | |
| Forty-Three Eighteen Advisors, Llc | 0.76% | 27,827 | $1,135,898 | $1,152,642 | +$16,744 | +1.47% | |
| Cypress Wealth Services, Llc | 0.13% | 26,852 | $1,124,025 | $1,112,255 | -$11,770 | -1.05% | |
| Focus Financial Network, Inc. | 0.03% | 26,863 | $1,114,978 | $1,112,711 | -$2,267 | -0.20% | |
| Joseph P. Lucia & Associates, Llc | 0.30% | 25,340 | $1,051,765 | $1,049,626 | -$2,139 | -0.20% | |
| Castle Rock Wealth Management, Llc | 0.19% | 24,250 | $1,015,105 | $1,004,476 | -$10,629 | -1.05% | |
| Harbour Investments, Inc. | 0.01% | 24,799 | $1,012,295 | $1,027,217 | +$14,922 | +1.47% | |
| Midwest Financial Network, Llc | 0.54% | 18,920 | $785,312 | $783,699 | -$1,613 | -0.21% | |
| Independent Financial Group, Llc | 0.01% | 18,540 | $769,523 | $767,958 | -$1,565 | -0.20% | |
| Nations Financial Group Inc | 0.03% | 17,421 | $711,125 | $721,607 | +$10,482 | +1.47% | |
| Grantvest Financial Group Llc | 0.41% | 16,986 | $705,023 | $703,589 | -$1,434 | -0.20% | |
| Farther Finance Advisors, Llc | 0.00% | 15,582 | $646,747 | $645,433 | -$1,314 | -0.20% | |
| Ifg Advisory, Llc | 0.02% | 12,338 | $503,637 | $511,061 | +$7,424 | +1.47% | |
| Stirlingshire Investments, Inc. | 0.31% | 10,208 | $416,691 | $422,833 | +$6,142 | +1.47% | |
| Summit Financial, Llc | 0.00% | 9,780 | $399,220 | $405,104 | +$5,884 | +1.47% | |
| Elevation Wealth Management Llc | 0.27% | 9,585 | $397,836 | $397,027 | -$809 | -0.20% | |
| Hb Wealth Management, Llc | 0.00% | 9,357 | $388,373 | $387,583 | -$790 | -0.20% | |
| Merit Financial Group, Llc | 0.00% | 9,421 | $384,565 | $390,234 | +$5,669 | +1.47% | |
| Hrt Financial Lp | 0.00% | 8,898 | $363,000 | $368,570 | +$5,570 | +1.53% | |
| Lantern Wealth Advisors, Llc | 0.16% | 8,711 | $361,560 | $360,824 | -$736 | -0.20% | |
| Strategic Blueprint, Llc | 0.02% | 7,582 | $314,699 | $314,059 | -$640 | -0.20% | |
| Greenbush Financial Group, Llc | 0.07% | 6,085 | $252,565 | $252,051 | -$514 | -0.20% | |
| Pfg Advisors | 0.01% | 5,920 | $245,716 | $245,216 | -$500 | -0.20% |
Frequently asked questions about JULW
Who are the largest institutional holders of JULW?
The largest institutional holders of JULW reported in the latest SEC Form 13F filings include Commonwealth Equity Services, Llc, Raymond James Financial Inc, Gts Financial, Llc, Lpl Financial Llc, and Osaic Holdings, Inc.. InsiderSet ranks institutional holders by their latest reported JULW position.
What is JULW institutional ownership?
This page tracks JULW positions reported by institutional investment managers through SEC Form 13F. ALLIANZIM US LC BUFFER20 JUL (JULW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JULW?
InsiderSet currently tracks 66 institutional managers reporting JULW 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 JULW shareholders.
How much JULW stock do institutions own?
Institutional investment managers disclosed approximately $199.96M in JULW holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JULW institutional ownership last updated?
The latest JULW 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 JULW 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 JULW position after the reporting date.
Are institutions buying or selling JULW?
Institutional buying and selling can be analyzed by comparing JULW positions across consecutive 13F reporting periods. InsiderSet's JULW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JULW ownership changes.
How has JULW institutional ownership changed over time?
InsiderSet tracks JULW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.