ALLIANZIM US LC BUFFER20 JUN (JUNW) Top Institutional Shareholders
ALLIANZIM US LC BUFFER20 JUN (JUNW) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $40.99M in JUNW holdings during the latest filing period.
American Asset Management Inc. is currently the largest disclosed institutional shareholder of JUNW tracked by InsiderSet, reporting ownership valued at approximately $5.76M 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 $5.90M, representing an estimated gain of +2.38% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed JUNW value among the investors covered in this analysis. Major shareholders include American Asset Management Inc., Allianz Se, Lpl Financial 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
36
Total Reported Value
$40.99M
Largest Holder
American Asset Management Inc.
Largest Position
$5.76M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
38
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| American Asset Management Inc. | 5.00% | 172,754 | $5,761,346 | $5,898,685 | +$137,339 | +2.38% | |
| Allianz Se | 0.06% | 159,439 | $5,317,291 | $5,444,045 | +$126,754 | +2.38% | |
| Lpl Financial Llc | 0.00% | 121,360 | $4,047,356 | $4,143,837 | +$96,481 | +2.38% | |
| Commonwealth Equity Services, Llc | 0.01% | 120,344 | $4,013,470 | $4,109,146 | +$95,676 | +2.38% | |
| Osaic Holdings, Inc. | 0.00% | 102,312 | $3,412,099 | $3,493,443 | +$81,344 | +2.38% | |
| Cetera Investment Advisers | 0.00% | 83,484 | $2,784,191 | $2,850,561 | +$66,370 | +2.38% | |
| Kestra Advisory Services, Llc | 0.01% | 68,747 | $2,292,712 | $2,347,366 | +$54,654 | +2.38% | |
| Susquehanna International Group, Llp | 0.00% | 62,868 | $2,096,648 | $2,146,628 | +$49,980 | +2.38% | |
| Raymond James Financial Inc | 0.00% | 53,559 | $1,786,193 | $1,828,772 | +$42,579 | +2.38% | |
| Spire Wealth Management | 0.04% | 38,001 | $1,267,333 | $1,297,544 | +$30,211 | +2.38% | |
| Farther Finance Advisors, Llc | 0.01% | 35,450 | $1,186,106 | $1,210,440 | +$24,334 | +2.05% | |
| Jim Saulnier & Associates, Llc | 0.31% | 19,376 | $646,190 | $661,594 | +$15,404 | +2.38% | |
| Harbour Investments, Inc. | 0.01% | 19,181 | $639,686 | $654,935 | +$15,249 | +2.38% | |
| World Investment Advisors | 0.01% | 18,900 | $630,315 | $645,341 | +$15,026 | +2.38% | |
| Grantvest Financial Group Llc | 0.40% | 18,759 | $625,613 | $640,526 | +$14,913 | +2.38% | |
| Barnes Dennig Private Wealth Management Llc | 0.52% | 15,809 | $527,230 | $539,798 | +$12,568 | +2.38% | |
| Stonebridge Financial Group, Llc / Mo | 0.36% | 12,800 | $426,880 | $437,056 | +$10,176 | +2.38% | |
| Castle Rock Wealth Management, Llc | 0.09% | 11,816 | $395,431 | $403,457 | +$8,026 | +2.03% | |
| Aspire Capital Advisors Llc | 0.09% | 11,725 | $391,029 | $400,350 | +$9,321 | +2.38% | |
| Focus Financial Network, Inc. | 0.01% | 10,783 | $359,613 | $368,186 | +$8,573 | +2.38% | |
| Envestnet Asset Management Inc | 0.00% | 10,664 | $355,644 | $364,122 | +$8,478 | +2.38% | |
| Joseph P. Lucia & Associates, Llc | 0.12% | 10,355 | $345,339 | $353,571 | +$8,232 | +2.38% | |
| Old Mission Capital Llc | 0.01% | 9,389 | $313,123 | $320,587 | +$7,464 | +2.38% | |
| Pfg Advisors | 0.02% | 9,301 | $310,188 | $317,583 | +$7,395 | +2.38% | |
| Tagstone Capital, Inc. | 0.08% | 7,205 | $240,287 | $246,015 | +$5,728 | +2.38% | |
| Wealthgarden F.S. Llc | 0.16% | 7,028 | $234,372 | $239,971 | +$5,599 | +2.39% | |
| Ae Wealth Management Llc | 0.00% | 6,797 | $226,680 | $232,084 | +$5,404 | +2.38% | |
| Nbc Securities, Inc. | 0.01% | 5,103 | $170,185 | $174,242 | +$4,057 | +2.38% | |
| Elevated Capital Advisors, Llc | 0.02% | 2,370 | $79,040 | $80,924 | +$1,884 | +2.38% | |
| Creative Financial Designs Inc | 0.00% | 1,289 | $42,988 | $44,013 | +$1,025 | +2.38% | |
| St Germain D J Co Inc | 0.00% | 1,090 | $36,352 | $37,218 | +$866 | +2.38% | |
| Blue Bell Private Wealth Management, Llc | 0.00% | 444 | $14,807 | $15,160 | +$353 | +2.39% | |
| Barclays Plc | 0.00% | 416 | $13,874 | $14,204 | +$330 | +2.38% | |
| Ubs Group Ag | 0.00% | 78 | $2,601 | $2,663 | +$62 | +2.40% | |
| Centaurus Financial, Inc. | 0.03% | 18,585 | $620 | $634,585 | +$633,965 | +102252.39% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 16,408 | $547 | $560,251 | +$559,704 | +102322.52% |
Frequently asked questions about JUNW
Who owns the most JUNW stock?
The largest holders of JUNW 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 JUN (JUNW).
Is JUNW widely held by superinvestors?
Many widely followed stocks like JUNW appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JUNW 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.