Who owns JULT?
AllianzIM U.S. Equity Buffer10 ETF - Jul · AllianzIM
44 institutions reported holding JULT, worth $37.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of JULT
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Commonwealth Equity Services, LLC | Waltham, MA | $5.9M | 123,629 | −4,365 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $4.3M | 90,346 | −3,351 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $4.1M | 86,318 | −19,652 shares |
| LPL Financial LLC | Fort Mill, SC | $3.2M | 68,011 | +10,645 shares |
| Rothschild Wealth LLC | Oak Brook, IL | $2.6M | 54,354 | +8,850 shares |
| Cetera Investment Advisers | Schaumburg, IL | $1.8M | 37,420 | −2,680 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $1.5M | 32,207 | −2,624 shares |
| Jim Saulnier & Associates, LLC | Fort Collins, CO | $1.3M | 26,872 | No change |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $1.3M | 26,631 | +786 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $1.1M | 22,008 | +11,004 shares |
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 JULT?
44 institutional managers reported holding JULT in Form 13F filings for June 30, 2026, worth $37.7M in total. The largest reported position was held by Commonwealth Equity Services, LLC, at $5.9M.
Did institutions buy or sell JULT last quarter?
Reported 13F value fell 38.8% from March 31, 2026, which includes price moves as well as buying and selling. 7 firms reported a new position and 7 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 JULT 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.