ALLIANZIM US LC BUFFER10 JUN (JUNT) Institutional Shareholders
ALLIANZIM US LC BUFFER10 JUN (JUNT) 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 $23.34M in JUNT holdings during the latest filing period.
Fwg Investments, Llc. is currently the largest disclosed institutional shareholder of JUNT tracked by InsiderSet, reporting ownership valued at approximately $3.65M 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 $3.66M, representing an estimated gain of +0.27% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed JUNT value among the investors covered in this analysis. Major shareholders include Fwg Investments, Llc., Wellment Financial, Commonwealth Equity Services, Llc, and several other long-term asset managers with concentrated positions in ALLIANZIM US LC BUFFER10 JUN (JUNT).
This page ranks the largest institutional JUNT 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
38
Total Reported Value
$23.34M
Largest Holder
Fwg Investments, Llc.
Largest Position
$3.65M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
43
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fwg Investments, Llc. | 1.93% | 96,468 | $3,645,526 | $3,655,192 | +$9,666 | +0.27% | |
| Wellment Financial | 3.53% | 82,030 | $3,099,914 | $3,108,133 | +$8,219 | +0.27% | |
| Commonwealth Equity Services, Llc | 0.00% | 79,880 | $3,018,670 | $3,026,669 | +$7,999 | +0.26% | |
| Raymond James Financial Inc | 0.00% | 56,811 | $2,041,946 | $2,152,580 | +$110,634 | +5.42% | |
| Cetera Investment Advisers | 0.00% | 51,305 | $1,844,045 | $1,943,957 | +$99,912 | +5.42% | |
| Old Mission Capital Llc | 0.03% | 35,521 | $1,276,724 | $1,345,898 | +$69,174 | +5.42% | |
| Osaic Holdings, Inc. | 0.00% | 33,753 | $1,213,075 | $1,278,908 | +$65,833 | +5.43% | |
| Lpl Financial Llc | 0.00% | 28,253 | $1,015,492 | $1,070,512 | +$55,020 | +5.42% | |
| Quest 10 Wealth Builders, Inc. | 0.76% | 25,779 | $974,188 | $976,771 | +$2,583 | +0.27% | |
| Nvest Financial, Llc | 0.30% | 24,818 | $937,872 | $940,359 | +$2,487 | +0.27% | |
| Susquehanna International Group, Llp | 0.00% | 25,774 | $926,390 | $976,582 | +$50,192 | +5.42% | |
| Avise Financial Cooperative, Inc. | 0.42% | 14,268 | $512,832 | $540,617 | +$27,785 | +5.42% | |
| Envestnet Asset Management Inc | 0.00% | 7,894 | $298,314 | $299,105 | +$791 | +0.27% | |
| First Heartland Consultants, Inc. | 0.02% | 7,077 | $267,440 | $268,149 | +$709 | +0.27% | |
| Focus Financial Network, Inc. | 0.01% | 6,791 | $256,632 | $257,312 | +$680 | +0.27% | |
| Accurate Wealth Management, Llc | 0.02% | 6,040 | $230,094 | $228,857 | -$1,237 | -0.54% | |
| Lifewealth Investments, Llc | 0.06% | 5,844 | $220,845 | $221,430 | +$585 | +0.27% | |
| Jim Saulnier & Associates, Llc | 0.08% | 5,388 | $203,613 | $204,152 | +$539 | +0.26% | |
| Allianz Se | 0.00% | 5,000 | $179,714 | $189,451 | +$9,737 | +5.42% | |
| Harbour Investments, Inc. | 0.00% | 4,807 | $172,777 | $182,138 | +$9,361 | +5.42% | |
| Mosley Wealth Management | 0.04% | 3,431 | $129,657 | $130,001 | +$344 | +0.27% | |
| Blue Bell Private Wealth Management, Llc | 0.02% | 3,563 | $128,064 | $135,003 | +$6,939 | +5.42% | |
| Barclays Plc | 0.00% | 2,881 | $103,551 | $109,162 | +$5,611 | +5.42% | |
| Barnes Dennig Private Wealth Management Llc | 0.06% | 2,133 | $80,606 | $80,820 | +$214 | +0.27% | |
| Spire Wealth Management | 0.00% | 2,133 | $80,606 | $80,820 | +$214 | +0.27% | |
| Kingdom Financial Group Llc. | 0.02% | 2,100 | $75,480 | $79,569 | +$4,089 | +5.42% | |
| Lloyd Advisory Services, Llc. | 0.02% | 2,100 | $75,480 | $79,569 | +$4,089 | +5.42% | |
| Decker Retirement Planning Inc. | 0.02% | 1,924 | $72,708 | $72,901 | +$193 | +0.27% | |
| Networth Advisors, Llc | 0.04% | 1,814 | $68,551 | $68,733 | +$182 | +0.27% | |
| Key Capital Management, Inc | 0.02% | 1,195 | $45,159 | $45,279 | +$120 | +0.27% | |
| Nbc Securities, Inc. | 0.00% | 1,000 | $37,790 | $37,890 | +$100 | +0.27% | |
| Ifp Advisors, Inc | 0.00% | 878 | $33,180 | $33,268 | +$88 | +0.26% | |
| Advisornet Financial, Inc | 0.00% | 700 | $26,453 | $26,523 | +$70 | +0.27% | |
| Elevated Capital Advisors, Llc | 0.01% | 681 | $25,735 | $25,803 | +$68 | +0.27% | |
| Farther Finance Advisors, Llc | 0.00% | 170 | $6,424 | $6,441 | +$17 | +0.27% | |
| Corecap Advisors, Llc | 0.00% | 135 | $5,102 | $5,115 | +$13 | +0.26% | |
| Ubs Group Ag | 0.00% | 137 | $4,924 | $5,191 | +$267 | +5.42% | |
| Centaurus Financial, Inc. | 0.01% | 2,973 | $107 | $112,648 | +$112,541 | +105178.10% |
Frequently asked questions about JUNT
Who owns the most JUNT stock?
The largest holders of JUNT 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 BUFFER10 JUN (JUNT).
Is JUNT widely held by superinvestors?
Many widely followed stocks like JUNT appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JUNT 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.