JULT institutional holders

AllianzIM U.S. Large Cap Buffer10 Jul ETF · 49 reporting institutions · $42.8M reported value

Funds that can replace JULT · JULT return decomposition

Institutional holdings

Institutions reporting JULT, largest first
InstitutionReported positionAdvisors at firmReport period
Commonwealth Equity Services, LLC$5.9M2,8632026-06-30
Safe Harbor Wealth Advisors, LLC$5.6M22025-12-31
Osaic Holdings, Inc.$4.3M02026-06-30
Raymond James Financial Inc$4.1M02026-06-30
Lpl Financial LLC$3.2M23,4582026-06-30
Rothschild Wealth LLC$2.6M312026-06-30
Cetera Investment Advisers$1.8M10,3702026-06-30
Envestnet Pmc$1.5M602026-06-30
Jim Saulnier & Associates, LLC$1.3M52026-06-30
Susquehanna International Group, LLP$1.3M02026-06-30
Grantvest Financial Group LLC$1M52026-06-30
Siligmueller & Norvid Wealth Advisors LLC$998K02025-09-30
Bison Wealth, LLC$894.4K612026-06-30
MML Investors Services, LLC$719.8K5,1202026-06-30
Money Concepts Capital Corp$644.9K3892026-06-30
Nvest Financial, LLC$586.7K62026-06-30
Founders Financial Securities LLC$573.3K1172026-06-30
Old Mission Capital LLC$459.1K02026-06-30
Jane Street Group, LLC$443K02026-06-30
Focus Financial$412.2K1212026-06-30
Independent Financial Group, LLC$378.7K4812026-06-30
Harbour Investments, Inc.$375.1K2472026-06-30
Kestra Advisory Services, LLC$345.3K1,4792026-06-30
Sanctuary Advisors, LLC$326.4K4012026-06-30
Blue Bell Private Wealth Management, LLC$315.8K112026-06-30
Aegis Wealth Management, Inc.$285.6K252026-06-30
Integrity Alliance, Llc.$282.4K3532026-06-30
Wealth Enhancement Advisory Services, LLC$276.3K1,0262026-06-30
Advisory Solutions Group$271.6K422026-06-30
Elevation Wealth Management LLC$254.2K32026-06-30
Cassady Wealth & Retirement Planning, LLC$225.6K52026-06-30
Greenbush Financial Group, LLC$212.1K42026-06-30
Nations Financial Group Inc, /ia/ /adv$208.7K02026-06-30
Jpmorgan Chase & Co$101.3K02026-06-30
Creative Financial Designs Inc /adv$78.3K02026-06-30
Allianz Se$62.6K02026-06-30
Kingdom Financial Group Llc.$58.3K152026-06-30
Allianz Investment Management U.S. LLC$57.5K02025-09-30
Advisornet Wealth Partners$47.8K582026-06-30
UBS Group AG$41.2K02026-06-30
Ae Wealth Management LLC$36.3K4712026-06-30
Farther Finance Advisors, LLC$30.4K3342026-06-30
Morgan Stanley$23.8K23,1852026-06-30
Integrated Wealth Concepts LLC$21.2K4802026-06-30
Compass Financial Management LLC$11.1K462026-06-30
Fyra Capital Management$2.5K72025-09-30
Centaurus Financial, Inc.$5874312026-06-30
Cambridge Investment Research Advisors, Inc.$4843,9402026-03-31
Capital A Wealth Management, LLC$302122025-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-06-30 to 2026-06-30