Who Owns AllianzIM U.S. Equity Buffer10 Jul ETF (JULT)?Hedge Fund & Institutional Holders

$44.29-0.19 (-0.42%)Financial ServicesBATS

Institutional Holders

48

as of Q4 2025

Total Institutional Value

$2.6145600056004e+125T

% of Float Held

—

QoQ Change in Holders

+15 / -3

Price History

$35.20$37.77$40.34$42.91$45.47Sep 24Jun 25Mar 26

JULT — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COMMONWEALTH EQUITY SERVICES, LLCNew Position+145K+$6.0M
Safe Harbor Wealth Advisors, LLCNew Position+125K+$5.6M
OLD MISSION CAPITAL LLCNew Position+39K+$1.8M
JIM SAULNIER & ASSOCIATES, LLCNew Position+27K+$1.2M
Sanctuary Advisors, LLCNew Position+29K+$1.2M
ENVESTNET ASSET MANAGEMENT INCNew Position+35K+$1.0M
Grantvest Financial Group LLCNew Position+22K+$971K
MONEY CONCEPTS CAPITAL CORPNew Position+16K+$729K
FOUNDERS FINANCIAL SECURITIES LLCNew Position+12K+$538K
Modern Wealth Management, LLCNew Position+12K+$538K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+8K+$339K
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCNew Position+7K+$319K
A4 Wealth Advisors LLCNew Position+6K+$272K
INTEGRITY ALLIANCE, LLC.New Position+6K+$265K
Elevation Wealth Management LLCNew Position+5K+$238K

JULT — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Gradient Investments LLCDecreased-26K-$26.7B
OSAIC HOLDINGS, INC.Decreased-40K-$6.3B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-20K-$2.2B
Cetera Investment AdvisersDecreased-848-$1.8B
Siligmueller & Norvid Wealth Advisors LLCClosed Position-23K-$998.0M
HARBOUR INVESTMENTS, INC.Decreased-3K-$680.0M
MML INVESTORS SERVICES, LLCDecreased-39-$662.5M
Focus Financial Network, Inc.Decreased-322-$393.1M
Brown Financial AdvisorsDecreased-432-$328.8M
Kestra Advisory Services, LLCDecreased-612-$269.2M
Paladin Wealth, LLCDecreased-286-$245.7M
JPMORGAN CHASE & CODecreased-1K-$152.2M
UBS Group AGClosed Position-257-$11.3M
BARCLAYS PLCClosed Position-46-$2.0M
CENTAURUS FINANCIAL, INC.Decreased-708-$35K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Gradient Investments LLC582,601$26.1M0.42%Share
2COMMONWEALTH EQUITY SERVICES, LLC144,827$6.0M0.01%Share
3Safe Harbor Wealth Advisors, LLC124,524$5.6M5.42%Share
4OSAIC HOLDINGS, INC.101,927$4.0M0.01%Share
5RAYMOND JAMES FINANCIAL INC80,383$3.0M0.00%Share
6LPL Financial LLC57,909$2.0M0.00%Share
7OLD MISSION CAPITAL LLC39,107$1.8M0.04%Share
8JIM SAULNIER & ASSOCIATES, LLC26,872$1.2M0.62%Share
9ENVESTNET ASSET MANAGEMENT INC34,788$1.0M0.00%Share
10CENTAURUS FINANCIAL, INC.22,883$1.0M0.05%Share
11SUSQUEHANNA INTERNATIONAL GROUP, LLP29,178$1.0M0.00%Share
12RAYMOND JAMES FINANCIAL INC36,839$1.0M0.00%Share
13Cetera Investment Advisers41,009$1.0M0.00%Share
14Rothschild Wealth LLC43,198$1.0M0.12%Share
15Grantvest Financial Group LLC21,644$971K0.62%Share
16MONEY CONCEPTS CAPITAL CORP16,247$729K0.04%Share
17Nvest Financial, LLC12,639$567K0.24%Share
18HARBOUR INVESTMENTS, INC.12,508$561K0.01%Share
19FOUNDERS FINANCIAL SECURITIES LLC12,000$538K0.03%Share
20Modern Wealth Management, LLC12,008$538K0.01%Share
21Focus Financial Network, Inc.8,647$388K0.01%Share
22Sanctuary Advisors, LLC7,712$346K0.00%Share
23WEALTH ENHANCEMENT ADVISORY SERVICES, LLC7,521$339K0.00%Share
24BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC7,112$319K0.05%Share
25Brown Financial Advisors7,070$317K0.12%Share
26Sanctuary Advisors, LLC7,112$296K0.00%Share
27Sanctuary Advisors, LLC7,112$272K0.00%Share
28Sanctuary Advisors, LLC7,112$272K0.00%Share
29A4 Wealth Advisors LLC6,074$272K0.24%Share
30INTEGRITY ALLIANCE, LLC.5,910$265K0.01%Share
31Paladin Wealth, LLC5,319$238K0.16%Share
32NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,216$234K0.01%Share
33Elevation Wealth Management LLC2,795$125K0.12%Share
34Elevation Wealth Management LLC2,525$113K0.11%Share
35CREATIVE FINANCIAL DESIGNS INC /ADV1,500$67K0.00%Share
36Kingdom Financial Group LLC.1,220$54K0.02%Share
37AdvisorNet Financial, Inc1,000$44K0.00%Share
38AE Wealth Management LLC611$27K0.00%Share
39AE Wealth Management LLC142$6K0.00%Share
40AE Wealth Management LLC58$2K0.00%Share
41OSAIC HOLDINGS, INC.4,701$00.00%Share
42JPMORGAN CHASE & CO2,306$00.00%Share
43MORGAN STANLEY498$00.00%Share
44Cambridge Investment Research Advisors, Inc.6,096$00.00%Share
45Kestra Advisory Services, LLC5,523$00.00%Share
46ALLIANZ SE1,310$00.00%Share
47JANE STREET GROUP, LLC9,878$00.00%Share
48MML INVESTORS SERVICES, LLC15,061$00.00%Share

JULT Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202540$63.6M+17
Q3 202523$47.1B-14
Q2 202537$48.0B-2
Q1 202539$29.6B+0
Q4 202439$6.5T+9
Q3 202430$10.8T+6
Q2 202424$3.9T-3
Q1 202427$6.3T—

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As of Q4 2025, 48 institutional investors hold JULT (AllianzIM U.S. Equity Buffer10 Jul ETF). The largest holder is Gradient Investments LLC with $26.1M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own JULT?

As of Q4 2025, 48 institutional investors report holding JULT (AllianzIM U.S. Equity Buffer10 Jul ETF) in their 13F filings.

Who is the largest institutional holder of JULT?

The largest institutional holder of JULT is Gradient Investments LLC with $26.1M in shares.

Is institutional ownership of JULT increasing or decreasing?

This quarter, 15 institutions opened new positions in JULT and 3 closed their positions.