JUNW Institutional Ownership & Shareholders
ALLIANZIM US LC BUFFER20 JUN (JUNW) is currently held by 81 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $181.91M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lloyd Advisory Services, Llc. is currently the largest disclosed institutional shareholder of JUNW tracked by InsiderSet, reporting ownership valued at approximately $18.25M 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 $18.22M, representing an estimated loss of -0.14% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 50% of the total disclosed JUNW value among the investors covered in this analysis. Major shareholders include Lloyd Advisory Services, Llc., Access Financial Services, Inc., Pom Investment Strategies, Llc, and several other long-term asset managers with concentrated positions in ALLIANZIM US LC BUFFER20 JUN (JUNW).
This page ranks the largest institutional JUNW 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
81
Total Reported Value
$181.91M
Largest Holder
Lloyd Advisory Services, Llc.
Largest Position
$18.25M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
85
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lloyd Advisory Services, Llc. | 6.93% | 523,113 | $18,246,181 | $18,220,026 | -$26,155 | -0.14% | |
| Access Financial Services, Inc. | 5.11% | 453,357 | $15,590,947 | $15,790,424 | +$199,477 | +1.28% | |
| Pom Investment Strategies, Llc | 6.88% | 244,529 | $8,529,172 | $8,516,945 | -$12,227 | -0.14% | |
| Lpl Financial Llc | 0.00% | 241,376 | $8,300,921 | $8,407,126 | +$106,205 | +1.28% | |
| Authentikos Wealth Advisory, Llc | 4.83% | 219,883 | $7,561,776 | $7,658,525 | +$96,749 | +1.28% | |
| Osaic Holdings, Inc. | 0.01% | 203,050 | $6,982,846 | $7,072,232 | +$89,386 | +1.28% | |
| Allianz Se | 0.07% | 195,471 | $6,722,248 | $6,808,255 | +$86,007 | +1.28% | |
| Wellment Financial | 6.87% | 183,176 | $6,389,177 | $6,380,020 | -$9,157 | -0.14% | |
| Ausdal Financial Partners, Inc. | 0.24% | 175,907 | $6,049,442 | $6,126,841 | +$77,399 | +1.28% | |
| Howard Bailey Securities, Llc | 2.26% | 168,086 | $5,862,840 | $5,854,435 | -$8,405 | -0.14% | |
| American Asset Management Inc. | 4.77% | 170,154 | $5,851,596 | $5,926,464 | +$74,868 | +1.28% | |
| Integrated Wealth Management | 4.73% | 137,791 | $4,806,150 | $4,799,261 | -$6,889 | -0.14% | |
| Commonwealth Equity Services, Llc | 0.01% | 130,348 | $4,546,540 | $4,540,021 | -$6,519 | -0.14% | |
| Outlook Wealth Advisors, Llc | 0.91% | 122,397 | $4,269,207 | $4,263,088 | -$6,119 | -0.14% | |
| Aegis Wealth Management, Inc. | 2.50% | 121,644 | $4,242,943 | $4,236,861 | -$6,082 | -0.14% | |
| Centaurus Financial, Inc. | 0.16% | 116,312 | $4,000,000 | $4,051,147 | +$51,147 | +1.28% | |
| B.O.S.S. Retirement Advisors, Llc | 1.13% | 112,555 | $3,925,918 | $3,920,291 | -$5,627 | -0.14% | |
| Cetera Investment Advisers | 0.00% | 102,219 | $3,515,311 | $3,560,288 | +$44,977 | +1.28% | |
| Raymond James Financial Inc | 0.00% | 81,369 | $2,798,280 | $2,834,082 | +$35,802 | +1.28% | |
| Networth Advisors, Llc | 1.54% | 76,912 | $2,645,004 | $2,678,845 | +$33,841 | +1.28% | |
| Golden Reserve Retirement Llc | 0.39% | 75,765 | $2,642,693 | $2,638,895 | -$3,798 | -0.14% | |
| Kestra Advisory Services, Llc | 0.01% | 68,109 | $2,375,642 | $2,372,236 | -$3,406 | -0.14% | |
| Spire Wealth Management | 0.07% | 67,967 | $2,370,689 | $2,367,291 | -$3,398 | -0.14% | |
| Tounjian Advisory Partners, Llc | 0.99% | 67,402 | $2,317,955 | $2,347,612 | +$29,657 | +1.28% | |
| Fsa Advisors, Inc. | 1.04% | 65,665 | $2,258,219 | $2,287,112 | +$28,893 | +1.28% | |
| Csenge Advisory Group | 0.09% | 64,306 | $2,211,490 | $2,239,778 | +$28,288 | +1.28% | |
| Elevated Capital Advisors, Llc | 0.60% | 63,891 | $2,197,211 | $2,225,324 | +$28,113 | +1.28% | |
| Great Lakes Retirement, Inc. | 0.18% | 58,587 | $2,043,500 | $2,040,585 | -$2,915 | -0.14% | |
| Centennial Advisors, Llc | 2.41% | 57,734 | $2,013,762 | $2,010,875 | -$2,887 | -0.14% | |
| Concurrent Investment Advisors, Llc | 0.01% | 55,665 | $1,941,595 | $1,938,812 | -$2,783 | -0.14% | |
| Farther Finance Advisors, Llc | 0.01% | 50,141 | $1,748,934 | $1,746,411 | -$2,523 | -0.14% | |
| Aspire Capital Advisors Llc | 0.32% | 47,814 | $1,644,323 | $1,665,362 | +$21,039 | +1.28% | |
| Old Mission Capital Llc | 0.04% | 40,038 | $1,376,906 | $1,394,524 | +$17,618 | +1.28% | |
| Foundations Investment Advisors, Llc | 0.01% | 36,821 | $1,266,274 | $1,282,475 | +$16,201 | +1.28% | |
| Smart Wealth Llc | 0.26% | 35,528 | $1,221,808 | $1,237,440 | +$15,632 | +1.28% | |
| Lifewealth Investments, Llc | 0.31% | 31,638 | $1,103,533 | $1,101,952 | -$1,581 | -0.14% | |
| World Investment Advisors | 0.02% | 31,708 | $1,090,438 | $1,104,390 | +$13,952 | +1.28% | |
| Harbour Investments, Inc. | 0.01% | 31,646 | $1,088,306 | $1,102,230 | +$13,924 | +1.28% | |
| Joseph P. Lucia & Associates, Llc | 0.29% | 28,775 | $1,003,672 | $1,002,233 | -$1,439 | -0.14% | |
| Kingdom Financial Group Llc. | 0.23% | 25,625 | $881,244 | $892,519 | +$11,275 | +1.28% | |
| Gts Securities Llc | 0.02% | 25,435 | $874,710 | $885,901 | +$11,191 | +1.28% | |
| Blackston Financial Advisory Group, Llc | 0.48% | 24,884 | $855,761 | $866,710 | +$10,949 | +1.28% | |
| Mml Investors Services, Llc | 0.00% | 24,416 | $839,666 | $850,409 | +$10,743 | +1.28% | |
| Focus Financial Network, Inc. | 0.02% | 22,910 | $799,101 | $797,955 | -$1,146 | -0.14% | |
| Key Capital Management, Inc | 0.39% | 22,272 | $765,934 | $775,734 | +$9,800 | +1.28% | |
| Envestnet Asset Management Inc | 0.00% | 19,205 | $660,460 | $668,910 | +$8,450 | +1.28% | |
| Stonebridge Financial Group, Llc / Mo | 0.43% | 18,887 | $649,524 | $657,834 | +$8,310 | +1.28% | |
| Grantvest Financial Group Llc | 0.36% | 17,771 | $619,852 | $618,964 | -$888 | -0.14% | |
| Castle Rock Wealth Management, Llc | 0.12% | 17,503 | $617,681 | $609,629 | -$8,052 | -1.30% | |
| Westshore Wealth, Llc | 0.19% | 17,656 | $607,190 | $614,958 | +$7,768 | +1.28% |
Frequently asked questions about JUNW
Who are the largest institutional holders of JUNW?
The largest institutional holders of JUNW reported in the latest SEC Form 13F filings include Lloyd Advisory Services, Llc., Access Financial Services, Inc., Pom Investment Strategies, Llc, Lpl Financial Llc, and Authentikos Wealth Advisory, Llc. InsiderSet ranks institutional holders by their latest reported JUNW position.
What is JUNW institutional ownership?
This page tracks JUNW positions reported by institutional investment managers through SEC Form 13F. ALLIANZIM US LC BUFFER20 JUN (JUNW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JUNW?
InsiderSet currently tracks 81 institutional managers reporting JUNW 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 JUNW shareholders.
How much JUNW stock do institutions own?
Institutional investment managers disclosed approximately $181.91M in JUNW holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JUNW institutional ownership last updated?
The latest JUNW 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 JUNW 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 JUNW position after the reporting date.
Are institutions buying or selling JUNW?
Institutional buying and selling can be analyzed by comparing JUNW positions across consecutive 13F reporting periods. InsiderSet's JUNW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JUNW ownership changes.
How has JUNW institutional ownership changed over time?
InsiderSet tracks JUNW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.