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 $196.48M 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 $49.37M 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 $51.70M, representing an estimated gain of +4.74% 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, Ae Wealth Management Llc, Osaic Holdings, Inc., 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
69
Total Reported Value
$196.48M
Largest Holder
Commonwealth Equity Services, Llc
Largest Position
$49.37M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
81
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 | 0.07% | 1,271,928 | $49,365,670 | $51,704,509 | +$2,338,839 | +4.74% | |
| Ae Wealth Management Llc | 0.17% | 817,175 | $31,715,940 | $33,218,572 | +$1,502,632 | +4.74% | |
| Osaic Holdings, Inc. | 0.01% | 258,027 | $10,014,014 | $10,488,927 | +$474,913 | +4.74% | |
| Lpl Financial Llc | 0.00% | 253,272 | $9,829,916 | $10,295,633 | +$465,717 | +4.74% | |
| Cetera Investment Advisers | 0.01% | 228,448 | $8,866,455 | $9,286,525 | +$420,070 | +4.74% | |
| American Asset Management Inc. | 4.97% | 149,192 | $6,090,017 | $6,064,729 | -$25,288 | -0.42% | |
| Kestra Advisory Services, Llc | 0.02% | 146,890 | $5,701,051 | $5,971,152 | +$270,101 | +4.74% | |
| Allianz Se | 0.06% | 137,398 | $5,332,650 | $5,585,297 | +$252,647 | +4.74% | |
| Advyzon Investment Management, Llc | 0.44% | 127,664 | $4,954,857 | $5,189,605 | +$234,748 | +4.74% | |
| Long Island Wealth Management, Inc. | 2.21% | 122,547 | $4,756,257 | $4,981,597 | +$225,340 | +4.74% | |
| World Investment Advisors | 0.07% | 116,771 | $4,532,080 | $4,746,800 | +$214,720 | +4.74% | |
| Raymond James Financial Inc | 0.00% | 98,252 | $3,813,327 | $3,993,993 | +$180,666 | +4.74% | |
| Elevated Capital Advisors, Llc | 0.94% | 95,852 | $3,720,179 | $3,896,432 | +$176,253 | +4.74% | |
| Guardian Capital, Llc | 3.53% | 95,103 | $3,691,109 | $3,865,985 | +$174,876 | +4.74% | |
| Howard Bailey Securities, Llc | 1.24% | 77,440 | $3,005,567 | $3,147,975 | +$142,408 | +4.74% | |
| Envestnet Asset Management Inc | 0.00% | 73,992 | $2,871,755 | $3,007,812 | +$136,057 | +4.74% | |
| Bip Wealth, Llc | 0.10% | 65,719 | $2,550,678 | $2,671,510 | +$120,832 | +4.74% | |
| Gts Financial, Llc | 1.63% | 59,754 | $2,059,481 | $2,429,030 | +$369,549 | +17.94% | |
| Great Lakes Retirement, Inc. | 0.21% | 51,710 | $2,006,953 | $2,102,037 | +$95,084 | +4.74% | |
| Compass Advisory Group Llc | 0.48% | 45,781 | $1,776,838 | $1,861,021 | +$84,183 | +4.74% | |
| Ausdal Financial Partners, Inc. | 0.08% | 44,597 | $1,730,885 | $1,812,890 | +$82,005 | +4.74% | |
| Rfg Advisory, Llc | 0.03% | 41,515 | $1,694,659 | $1,687,606 | -$7,053 | -0.42% | |
| Aegis Wealth Management, Inc. | 0.91% | 34,584 | $1,411,719 | $1,405,857 | -$5,862 | -0.42% | |
| Diversify Wealth Management, Llc | 0.03% | 35,101 | $1,407,554 | $1,426,873 | +$19,319 | +1.37% | |
| Wealthgarden F.S. Llc | 0.95% | 35,801 | $1,389,481 | $1,455,329 | +$65,848 | +4.74% | |
| Ifp Advisors, Inc | 0.02% | 31,553 | $1,287,993 | $1,282,645 | -$5,348 | -0.42% | |
| Integrated Wealth Management | 1.43% | 32,181 | $1,248,999 | $1,308,174 | +$59,175 | +4.74% | |
| Old Mission Capital Llc | 0.03% | 29,976 | $1,163,419 | $1,218,539 | +$55,120 | +4.74% | |
| Centennial Advisors, Llc | 1.44% | 29,127 | $1,130,468 | $1,184,027 | +$53,559 | +4.74% | |
| Focus Financial Network, Inc. | 0.03% | 27,353 | $1,116,549 | $1,111,913 | -$4,636 | -0.42% | |
| Cypress Wealth Services, Llc | 0.13% | 26,852 | $1,096,099 | $1,091,547 | -$4,552 | -0.42% | |
| Forty-Three Eighteen Advisors, Llc | 0.81% | 27,827 | $1,080,013 | $1,131,181 | +$51,168 | +4.74% | |
| Harbour Investments, Inc. | 0.02% | 26,339 | $1,022,261 | $1,070,694 | +$48,433 | +4.74% | |
| Castle Rock Wealth Management, Llc | 0.20% | 24,619 | $1,003,217 | $1,000,775 | -$2,442 | -0.24% | |
| Independent Financial Group, Llc | 0.02% | 23,894 | $975,353 | $971,303 | -$4,050 | -0.42% | |
| Midwest Financial Network, Llc | 0.61% | 21,732 | $887,087 | $883,417 | -$3,670 | -0.41% | |
| Smart Wealth Llc | 0.22% | 19,717 | $765,250 | $801,506 | +$36,256 | +4.74% | |
| Nations Financial Group Inc | 0.03% | 17,421 | $711,125 | $708,172 | -$2,953 | -0.42% | |
| Joseph P. Lucia & Associates, Llc | 0.25% | 17,695 | $686,773 | $719,311 | +$32,538 | +4.74% | |
| Spire Wealth Management | 0.02% | 15,992 | $652,793 | $650,083 | -$2,710 | -0.42% | |
| Kingdom Financial Group Llc. | 0.18% | 16,371 | $635,386 | $665,489 | +$30,103 | +4.74% | |
| Lloyd Advisory Services, Llc. | 0.18% | 16,371 | $635,386 | $665,489 | +$30,103 | +4.74% | |
| Grantvest Financial Group Llc | 0.39% | 15,532 | $602,823 | $631,384 | +$28,561 | +4.74% | |
| Clear Point Advisors Inc. | 0.46% | 15,416 | $598,321 | $626,668 | +$28,347 | +4.74% | |
| Pfg Advisors | 0.03% | 14,625 | $596,993 | $594,514 | -$2,479 | -0.42% | |
| Susquehanna International Group, Llp | 0.00% | 11,428 | $443,540 | $464,554 | +$21,014 | +4.74% | |
| Stirlingshire Investments, Inc. | 0.36% | 10,509 | $407,872 | $427,196 | +$19,324 | +4.74% | |
| Merit Financial Group, Llc | 0.00% | 9,421 | $384,565 | $382,968 | -$1,597 | -0.42% | |
| Elevation Wealth Management Llc | 0.34% | 9,660 | $374,921 | $392,684 | +$17,763 | +4.74% | |
| Hb Wealth Management, Llc | 0.00% | 9,357 | $363,161 | $380,367 | +$17,206 | +4.74% |
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.