ETF Holders

Who owns JANU?

Buffer or defined outcome

AllianzIM U.S. Equity Buffer15 Uncapped ETF - Jan · AllianzIM

30 institutions reported holding JANU, worth $56.4M, in Form 13F filings for June 30, 2026.

13F holders
30
Institutional value
$56.4M
Change from prior quarter
-9.1%
−$5.7M, with price moves
New and sold-out firms
4 / 8
8 added, 8 trimmed

Top 10 institutional holders of JANU

FirmLocationValueSharesChange
Allianz SEMunich, Germany$15.2M503,347+11,630 shares
Discipline Wealth Solutions, LLCGreenville, SC$6.6M220,084+4,961 shares
RFG Advisory, LLCBirmingham, AL$6.4M213,359+6,617 shares
Stephens Inc.Little Rock, AR$6.0M200,115−1,329 shares
Kestra Advisory Services, LLCAustin, TX$4.3M142,663−7,155 shares
Envestnet Asset Management Inc.Berwyn, PA$3.6M118,730−195,636 shares
USA Financial FormulasAda, MI$2.4M78,383New position
Susquehanna International Group, LLPBala Cynwyd, PA$2.3M75,132+51,486 shares
ARS Wealth Advisors Group, LLCSt. Petersburg, FL$1.6M53,034No change
Creative Financial Designs Inc.Kokomo, IN$1.2M40,158+9,191 shares
20 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns JANU?

30 institutional managers reported holding JANU in Form 13F filings for June 30, 2026, worth $56.4M in total. The largest reported position was held by Allianz SE, at $15.2M.

Did institutions buy or sell JANU last quarter?

Reported 13F value fell 9.1% from March 31, 2026, which includes price moves as well as buying and selling. 4 firms reported a new position and 8 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is JANU ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.