ALLIANZIM US LC BUFFER20 JUL (JULW) Institutional Shareholders
ALLIANZIM US LC BUFFER20 JUL (JULW) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $199.16M in JULW holdings during the latest filing period.
Commonwealth Equity Services, Llc is currently the largest disclosed institutional shareholder of JULW tracked by InsiderSet, reporting ownership valued at approximately $49.83M 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 $50.55M, representing an estimated gain of +1.46% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% 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
65
Total Reported Value
$199.16M
Largest Holder
Commonwealth Equity Services, Llc
Largest Position
$49.83M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
86
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% | 1,220,617 | $49,825,570 | $50,551,487 | +$725,917 | +1.46% | |
| Raymond James Financial Inc | 0.00% | 414,189 | $16,907,196 | $17,153,513 | +$246,317 | +1.46% | |
| Gts Financial, Llc | 9.64% | 355,833 | $13,226,313 | $14,736,717 | +$1,510,404 | +11.42% | |
| Lpl Financial Llc | 0.00% | 287,703 | $11,744,036 | $11,915,133 | +$171,097 | +1.46% | |
| Osaic Holdings, Inc. | 0.01% | 266,353 | $10,872,456 | $11,030,930 | +$158,474 | +1.46% | |
| Cetera Investment Advisers | 0.01% | 230,401 | $9,404,948 | $9,541,988 | +$137,040 | +1.46% | |
| Advyzon Investment Management, Llc | 0.62% | 208,320 | $8,503,622 | $8,627,510 | +$123,888 | +1.46% | |
| Allianz Se | 0.07% | 168,041 | $6,859,434 | $6,959,368 | +$99,934 | +1.46% | |
| American Asset Management Inc. | 4.97% | 149,192 | $6,090,017 | $6,178,742 | +$88,725 | +1.46% | |
| Guardian Capital, Llc | 4.57% | 136,855 | $5,586,421 | $5,667,809 | +$81,388 | +1.46% | |
| World Investment Advisors | 0.09% | 130,451 | $5,325,010 | $5,402,589 | +$77,579 | +1.46% | |
| Long Island Wealth Management, Inc. | 2.06% | 122,469 | $4,999,185 | $5,072,017 | +$72,832 | +1.46% | |
| Kestra Advisory Services, Llc | 0.01% | 112,954 | $4,610,782 | $4,677,956 | +$67,174 | +1.46% | |
| Centaurus Financial, Inc. | 0.14% | 91,028 | $3,716,000 | $3,769,897 | +$53,897 | +1.45% | |
| Ausdal Financial Partners, Inc. | 0.14% | 84,938 | $3,467,170 | $3,517,682 | +$50,512 | +1.46% | |
| Susquehanna International Group, Llp | 0.00% | 84,639 | $3,454,964 | $3,505,299 | +$50,335 | +1.46% | |
| Envestnet Asset Management Inc | 0.00% | 75,564 | $3,084,522 | $3,129,460 | +$44,938 | +1.46% | |
| Bip Wealth, Llc | 0.07% | 62,126 | $2,535,996 | $2,572,930 | +$36,934 | +1.46% | |
| Elevated Capital Advisors, Llc | 0.55% | 48,661 | $1,986,342 | $2,015,281 | +$28,939 | +1.46% | |
| Compass Advisory Group Llc | 0.44% | 45,781 | $1,868,780 | $1,896,006 | +$27,226 | +1.46% | |
| Rfg Advisory, Llc | 0.03% | 41,515 | $1,694,659 | $1,719,331 | +$24,672 | +1.46% | |
| Wealthgarden F.S. Llc | 0.83% | 35,791 | $1,460,971 | $1,482,274 | +$21,303 | +1.46% | |
| Aegis Wealth Management, Inc. | 0.91% | 34,584 | $1,411,719 | $1,432,286 | +$20,567 | +1.46% | |
| Diversify Advisory Services, Llc | 0.02% | 34,101 | $1,387,065 | $1,412,283 | +$25,218 | +1.82% | |
| Diversify Wealth Management, Llc | 0.02% | 34,101 | $1,387,065 | $1,412,283 | +$25,218 | +1.82% | |
| Ifp Advisors, Inc | 0.02% | 31,553 | $1,287,993 | $1,306,758 | +$18,765 | +1.46% | |
| Forty-Three Eighteen Advisors, Llc | 0.76% | 27,827 | $1,135,898 | $1,152,447 | +$16,549 | +1.46% | |
| Focus Financial Network, Inc. | 0.03% | 27,353 | $1,116,549 | $1,132,816 | +$16,267 | +1.46% | |
| Cypress Wealth Services, Llc | 0.13% | 26,852 | $1,096,099 | $1,112,068 | +$15,969 | +1.46% | |
| Harbour Investments, Inc. | 0.01% | 24,799 | $1,012,295 | $1,027,043 | +$14,748 | +1.46% | |
| Castle Rock Wealth Management, Llc | 0.20% | 24,619 | $1,003,217 | $1,019,588 | +$16,371 | +1.63% | |
| Independent Financial Group, Llc | 0.02% | 23,894 | $975,353 | $989,563 | +$14,210 | +1.46% | |
| Midwest Financial Network, Llc | 0.61% | 21,732 | $887,087 | $900,024 | +$12,937 | +1.46% | |
| Joseph P. Lucia & Associates, Llc | 0.24% | 19,895 | $812,114 | $823,945 | +$11,831 | +1.46% | |
| Nations Financial Group Inc | 0.03% | 17,421 | $711,125 | $721,485 | +$10,360 | +1.46% | |
| Spire Wealth Management | 0.02% | 15,992 | $652,793 | $662,304 | +$9,511 | +1.46% | |
| Grantvest Financial Group Llc | 0.36% | 15,282 | $623,811 | $632,899 | +$9,088 | +1.46% | |
| Clear Point Advisors Inc. | 0.46% | 15,416 | $598,321 | $638,449 | +$40,128 | +6.71% | |
| Pfg Advisors | 0.03% | 14,625 | $596,993 | $605,690 | +$8,697 | +1.46% | |
| Ifg Advisory, Llc | 0.02% | 12,338 | $503,637 | $510,975 | +$7,338 | +1.46% | |
| Stirlingshire Investments, Inc. | 0.31% | 10,208 | $416,691 | $422,761 | +$6,070 | +1.46% | |
| Summit Financial, Llc | 0.00% | 9,780 | $399,220 | $405,036 | +$5,816 | +1.46% | |
| Elevation Wealth Management Llc | 0.29% | 9,585 | $391,260 | $396,960 | +$5,700 | +1.46% | |
| Merit Financial Group, Llc | 0.00% | 9,421 | $384,565 | $390,168 | +$5,603 | +1.46% | |
| Hb Wealth Management, Llc | 0.00% | 9,357 | $381,953 | $387,517 | +$5,564 | +1.46% | |
| Hrt Financial Lp | 0.00% | 8,898 | $363,000 | $368,508 | +$5,508 | +1.52% | |
| Farther Finance Advisors, Llc | 0.00% | 8,258 | $337,093 | $342,003 | +$4,910 | +1.46% | |
| Strategic Blueprint, Llc | 0.02% | 7,582 | $309,497 | $314,006 | +$4,509 | +1.46% | |
| Greenbush Financial Group, Llc | 0.08% | 6,825 | $278,597 | $282,655 | +$4,058 | +1.46% | |
| Bcgm Wealth Management, Llc | 0.05% | 5,467 | $223,163 | $226,414 | +$3,251 | +1.46% |
Frequently asked questions about JULW
Who owns the most JULW stock?
The largest holders of JULW 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 BUFFER20 JUL (JULW).
Is JULW widely held by superinvestors?
Many widely followed stocks like JULW appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JULW 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.