ALLIANZIM US LC BUFFER20 JUL (JULW) Institutional Ownership Changes & 13F Activity
ALLIANZIM US LC BUFFER20 JUL (JULW). 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 Commonwealth Equity Services, Llc, Osaic Holdings, Inc., Lpl Financial Llc, Cetera Investment Advisers, and Centaurus Financial, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Independent Financial Group, Llc | Buy | +957 | +4.9% | 20,379 | $797.23K | Q4 2025 | May 15, 2026 |
| Forty-Three Eighteen Advisors, Llc | Buy | +30,006 | — | 30,006 | $1.17M | Q4 2025 | Mar 17, 2026 |
| Integrated Wealth Management | Buy | +33,614 | — | 33,614 | $1.31M | Q4 2025 | Mar 03, 2026 |
| Raymond James Financial Inc | Buy | +102,625 | — | 102,625 | $4.01M | Q4 2025 | Feb 18, 2026 |
| Osaic Holdings, Inc. | Buy | +344,879 | — | 344,879 | $13.49M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +229,887 | — | 229,887 | $8.99M | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +35,484 | — | 35,484 | $1.39M | Q4 2025 | Feb 17, 2026 |
| Old Mission Capital Llc | Buy | +22,287 | — | 22,287 | $871.87K | Q4 2025 | Feb 17, 2026 |
| Geowealth Management, Llc | Buy | +1,093 | — | 1,093 | $42.76K | Q4 2025 | Feb 17, 2026 |
| Centaurus Financial, Inc. | Buy | +201,159 | — | 201,159 | $7.87M | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, Llc | Buy | +127,334 | — | 127,334 | $4.98M | Q4 2025 | Feb 13, 2026 |
| Advyzon Investment Management, Llc | Buy | +63,403 | — | 63,403 | $2.48M | Q4 2025 | Feb 13, 2026 |
| Gts Securities Llc | Buy | +16,393 | — | 16,393 | $641.29K | Q4 2025 | Feb 13, 2026 |
| Allianz Se | Buy | +5,000 | — | 5,000 | $195.60K | Q4 2025 | Feb 13, 2026 |
| Barclays Plc | Buy | +632 | — | 632 | $24.72K | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +73 | — | 73 | $2.86K | Q4 2025 | Feb 13, 2026 |
| Commonwealth Equity Services, Llc | Buy | +1,309,856 | — | 1,309,856 | $51.24M | Q4 2025 | Feb 12, 2026 |
| Great Lakes Retirement, Inc. | Buy | +57,516 | — | 57,516 | $2.25M | Q4 2025 | Feb 12, 2026 |
| Elevation Wealth Management Llc | Buy | +10,160 | — | 10,160 | $397.46K | Q4 2025 | Feb 12, 2026 |
| Mason Investment Advisory Services, Inc. | Buy | +7,685 | — | 7,685 | $300.64K | Q4 2025 | Feb 12, 2026 |
| Hrt Financial Lp | Buy | +6,305 | — | 6,305 | $246.00K | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +648 | — | 648 | $25.35K | Q4 2025 | Feb 12, 2026 |
| Lpl Financial Llc | Buy | +254,632 | — | 254,632 | $9.96M | Q4 2025 | Feb 11, 2026 |
| Howard Bailey Securities, Llc | Buy | +81,093 | — | 81,093 | $3.17M | Q4 2025 | Feb 11, 2026 |
| Wealthgarden F.S. Llc | Buy | +35,801 | — | 35,801 | $1.41M | Q4 2025 | Feb 11, 2026 |
| Stirlingshire Investments, Inc. | Buy | +9,867 | — | 9,867 | $386.00K | Q4 2025 | Feb 11, 2026 |
| Jpmorgan Chase & Co | Buy | +2,960 | — | 2,960 | $115.80K | Q4 2025 | Feb 11, 2026 |
| Envestnet Asset Management Inc | Buy | +87,106 | — | 87,106 | $3.41M | Q4 2025 | Feb 10, 2026 |
| Clear Point Advisors Inc. | Buy | +16,441 | — | 16,441 | $643.17K | Q4 2025 | Feb 10, 2026 |
| Harbour Investments, Inc. | Buy | +38,892 | — | 38,892 | $1.52M | Q4 2025 | Feb 09, 2026 |
Frequently asked questions about JULW activity
Which institutional owners are buying JULW?
Institutional owners buying JULW 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 JULW activity?
"Buy" means an investor increased their reported position in JULW compared to the prior reporting period. This reflects growing exposure to ALLIANZIM US LC BUFFER20 JUL (JULW) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in JULW increasing?
Institutional interest in JULW 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.