ALLIANZIM US LC BUFFER20 JUN (JUNW) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $172.17M in JUNW holdings during the latest filing period.
Lloyd Advisory Services, Llc. is currently the largest disclosed institutional shareholder of JUNW tracked by InsiderSet, reporting ownership valued at approximately $18.35M 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 $18.69M, representing an estimated gain of +1.85% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 53% of the total disclosed JUNW value among the investors covered in this analysis. Major shareholders include Lloyd Advisory Services, Llc., Access Financial Services, Inc., 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
75
Total Reported Value
$172.17M
Largest Holder
Lloyd Advisory Services, Llc.
Largest Position
$18.35M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
78
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. | 7.11% | 533,703 | $18,354,046 | $18,693,001 | +$338,955 | +1.85% | |
| Access Financial Services, Inc. | 5.11% | 453,357 | $15,590,947 | $15,878,874 | +$287,927 | +1.85% | |
| Lpl Financial Llc | 0.00% | 241,376 | $8,300,921 | $8,454,219 | +$153,298 | +1.85% | |
| Pom Investment Strategies, Llc | 9.07% | 232,763 | $8,004,720 | $8,152,547 | +$147,827 | +1.85% | |
| Commonwealth Equity Services, Llc | 0.01% | 226,189 | $7,778,640 | $7,922,292 | +$143,652 | +1.85% | |
| Authentikos Wealth Advisory, Llc | 4.83% | 219,883 | $7,561,776 | $7,701,424 | +$139,648 | +1.85% | |
| Osaic Holdings, Inc. | 0.01% | 203,050 | $6,982,846 | $7,111,847 | +$129,001 | +1.85% | |
| Allianz Se | 0.07% | 195,471 | $6,722,248 | $6,846,391 | +$124,143 | +1.85% | |
| Ausdal Financial Partners, Inc. | 0.24% | 175,907 | $6,049,442 | $6,161,160 | +$111,718 | +1.85% | |
| Wellment Financial | 6.88% | 175,439 | $6,033,345 | $6,144,769 | +$111,424 | +1.85% | |
| Howard Bailey Securities, Llc | 2.24% | 173,393 | $5,962,985 | $6,073,107 | +$110,122 | +1.85% | |
| American Asset Management Inc. | 4.77% | 170,154 | $5,851,596 | $5,959,661 | +$108,065 | +1.85% | |
| Integrated Wealth Management | 4.89% | 134,707 | $4,632,574 | $4,718,126 | +$85,552 | +1.85% | |
| Outlook Wealth Advisors, Llc | 0.92% | 123,684 | $4,253,493 | $4,332,044 | +$78,551 | +1.85% | |
| B.O.S.S. Retirement Advisors, Llc | 1.12% | 120,440 | $4,141,932 | $4,218,423 | +$76,491 | +1.85% | |
| Cetera Investment Advisers | 0.00% | 102,219 | $3,515,311 | $3,580,231 | +$64,920 | +1.85% | |
| Kestra Advisory Services, Llc | 0.01% | 83,598 | $2,874,935 | $2,928,028 | +$53,093 | +1.85% | |
| Raymond James Financial Inc | 0.00% | 81,369 | $2,798,280 | $2,849,957 | +$51,677 | +1.85% | |
| Networth Advisors, Llc | 1.54% | 76,912 | $2,645,004 | $2,693,850 | +$48,846 | +1.85% | |
| Golden Reserve Retirement Llc | 0.38% | 70,361 | $2,419,715 | $2,464,401 | +$44,686 | +1.85% | |
| Spire Wealth Management | 0.07% | 69,837 | $2,401,695 | $2,446,048 | +$44,353 | +1.85% | |
| Tounjian Advisory Partners, Llc | 0.99% | 67,402 | $2,317,955 | $2,360,762 | +$42,807 | +1.85% | |
| Fsa Advisors, Inc. | 1.04% | 65,665 | $2,258,219 | $2,299,923 | +$41,704 | +1.85% | |
| Great Lakes Retirement, Inc. | 0.20% | 64,326 | $2,212,158 | $2,253,025 | +$40,867 | +1.85% | |
| Csenge Advisory Group | 0.09% | 64,306 | $2,211,490 | $2,252,324 | +$40,834 | +1.85% | |
| Elevated Capital Advisors, Llc | 0.60% | 63,891 | $2,197,211 | $2,237,789 | +$40,578 | +1.85% | |
| Centennial Advisors, Llc | 2.54% | 61,935 | $2,129,945 | $2,169,280 | +$39,335 | +1.85% | |
| Aspire Capital Advisors Llc | 0.32% | 47,814 | $1,644,323 | $1,674,690 | +$30,367 | +1.85% | |
| Farther Finance Advisors, Llc | 0.01% | 45,134 | $1,551,946 | $1,580,823 | +$28,877 | +1.86% | |
| Lifewealth Investments, Llc | 0.39% | 42,683 | $1,467,868 | $1,494,976 | +$27,108 | +1.85% | |
| Old Mission Capital Llc | 0.04% | 40,038 | $1,376,906 | $1,402,335 | +$25,429 | +1.85% | |
| Foundations Investment Advisors, Llc | 0.01% | 36,821 | $1,266,274 | $1,289,659 | +$23,385 | +1.85% | |
| Smart Wealth Llc | 0.26% | 35,528 | $1,221,808 | $1,244,372 | +$22,564 | +1.85% | |
| World Investment Advisors | 0.02% | 31,708 | $1,090,438 | $1,110,576 | +$20,138 | +1.85% | |
| Harbour Investments, Inc. | 0.01% | 31,646 | $1,088,306 | $1,108,404 | +$20,098 | +1.85% | |
| Joseph P. Lucia & Associates, Llc | 0.30% | 28,795 | $990,260 | $1,008,548 | +$18,288 | +1.85% | |
| Kingdom Financial Group Llc. | 0.23% | 25,625 | $881,244 | $897,518 | +$16,274 | +1.85% | |
| Gts Securities Llc | 0.02% | 25,435 | $874,710 | $890,863 | +$16,153 | +1.85% | |
| Blackston Financial Advisory Group, Llc | 0.48% | 24,884 | $855,761 | $871,565 | +$15,804 | +1.85% | |
| Mml Investors Services, Llc | 0.00% | 24,416 | $839,666 | $855,173 | +$15,507 | +1.85% | |
| Focus Financial Network, Inc. | 0.02% | 23,435 | $805,930 | $820,813 | +$14,883 | +1.85% | |
| Key Capital Management, Inc | 0.39% | 22,272 | $765,934 | $780,079 | +$14,145 | +1.85% | |
| Envestnet Asset Management Inc | 0.00% | 19,205 | $660,460 | $672,657 | +$12,197 | +1.85% | |
| Stonebridge Financial Group, Llc / Mo | 0.43% | 18,887 | $649,524 | $661,519 | +$11,995 | +1.85% | |
| Grantvest Financial Group Llc | 0.37% | 18,759 | $645,122 | $657,036 | +$11,914 | +1.85% | |
| Westshore Wealth, Llc | 0.19% | 17,656 | $607,190 | $618,403 | +$11,213 | +1.85% | |
| Castle Rock Wealth Management, Llc | 0.12% | 17,591 | $603,982 | $616,127 | +$12,145 | +2.01% | |
| Jim Saulnier & Associates, Llc | 0.23% | 16,605 | $571,046 | $581,592 | +$10,546 | +1.85% | |
| Barnes Dennig Private Wealth Management Llc | 0.43% | 15,809 | $543,672 | $553,712 | +$10,040 | +1.85% | |
| First Heartland Consultants, Inc. | 0.03% | 15,657 | $538,444 | $548,388 | +$9,944 | +1.85% |
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.