13FBOX
ALLIANZIM U.S. EQUITY BUFFER20 JUL ETF · 13F Institutional Holdings
Options Calculator Rankings
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ALLIANZIM U.S. EQUITY BUFFER20 JUL ETF

JULU
Institutions
82
Combined AUM (Q2 2026)
$274.5M
Combined Shares (Q2 2026)
7.2M
Overall Trend
Decrease
All institutions combined
Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.
📥 Inflow (Q1 2026→Q2 2026)
+1.9M
36 institutions added · 15 new buys
Est. buy amount
📤 Outflow (Q1 2026→Q2 2026)
-4.4M
56 institutions reduced · 28 exits
Est. sell amount
⚖️ Net Share Change
-2.6M
Net Sell
💰 Est. Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$274.5M
Institutions
82
New Buys
15
Adds
21
Reduces
28
Exits
28
Unchanged
18
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
COMMONWEALTH EQUITY SERVICES, LLC
0.07%0.08%#33$55.2M1.4M$54.2M1.4M-52,292-3.63%Reduce
FOUNDATIONS INVESTMENT ADVISORS, LLC
0.23%#18$22.2M692,163$00+692,163New Buy
ALLIANZ SE
0.22%0.19%#19$20.9M605,217$16.7M535,220+69,997+13.08%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#60$17.3M425,670$3.8M98,252+327,418+333.24%Add
GTS FINANCIAL, LLC
9.65%1.63%#1$13.2M355,833$2.1M59,754+296,079+495.50%Add
OSAIC HOLDINGS, INC.
0.01%0.02%#51$12.6M318,656$11.6M314,338+4,318+1.37%Add
LPL Financial LLC
<0.01%<0.01%#67$11.7M287,703$9.8M253,272+34,431+13.59%Add
Cetera Investment Advisers
0.01%0.01%#55$9.9M245,257$9.3M243,815+1,442+0.59%Add
Advyzon Investment Management, LLC
0.62%0.44%#10$8.5M208,320$5.0M127,664+80,656+63.18%Add
Sanctuary Advisors, LLC
0.04%0.04%#40$8.4M263,333$7.5M263,33300.00%Unchanged
RFG Advisory, LLC
0.13%0.15%#27$8.1M242,173$8.3M265,407-23,234-8.75%Reduce
AMERICAN ASSET MANAGEMENT INC.
4.97%5.09%#2$6.1M149,192$5.9M150,999-1,807-1.20%Reduce
World Investment Advisors
0.1%0.08%#28$5.8M146,525$5.0M134,762+11,763+8.73%Add
Guardian Capital, LLC
4.57%3.53%#3$5.6M136,855$3.7M95,103+41,752+43.90%Add
Kestra Advisory Services, LLC
0.02%0.02%#48$5.2M132,022$6.3M166,289-34,267-20.61%Reduce
Long Island Wealth Management, Inc.
2.06%2.21%#4$5.0M122,469$4.8M122,547-78-0.06%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#75$4.0M100,690$443,54011,428+89,262+781.08%Add
CENTAURUS FINANCIAL, INC.
0.15%0.36%#23$3.8M95,139$7.5M193,718-98,579-50.89%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#72$3.8M97,555$3.5M96,339+1,216+1.26%Add
STEPHENS INC /AR/
0.04%0.04%#39$3.6M112,869$3.3M115,318-2,449-2.12%Reduce
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#56$3.5M85,713$3.2M81,210+4,503+5.54%Add
Ausdal Financial Partners, Inc.
0.14%0.08%#24$3.5M84,938$1.7M44,597+40,341+90.46%Add
BIP Wealth, LLC
0.07%0.1%#32$2.5M62,126$2.6M65,719-3,593-5.47%Reduce
USA FINANCIAL FORMULAS
0.44%#13$2.4M74,638$00+74,638New Buy
Elevated Capital Advisors, LLC
0.64%1.08%#8$2.3M59,307$4.3M115,888-56,581-48.82%Reduce
Compass Advisory Group LLC
0.44%0.48%#12$1.9M45,781$1.8M45,78100.00%Unchanged
IFP Advisors, Inc
0.03%0.03%#44$1.5M37,683$1.3M35,694+1,989+5.57%Add
WEALTHGARDEN F.S. LLC
0.83%0.95%#6$1.5M35,791$1.4M35,801-10-0.03%Reduce
Aegis Wealth Management, Inc.
0.91%1.62%#5$1.4M34,584$2.1M59,840-25,256-42.21%Reduce
DIVERSIFY WEALTH MANAGEMENT, LLC
0.02%0.03%#49$1.4M34,101$1.4M35,101-1,000-2.85%Reduce
AE Wealth Management LLC
0.01%0.4%#59$1.4M37,484$74.7M2.3M-2.3M-98.39%Reduce
Forty-three Eighteen Advisors, LLC
0.76%0.81%#7$1.1M27,827$1.1M27,82700.00%Unchanged
Focus Financial Network, Inc.
0.03%0.04%#41$1.1M27,353$1.1M27,231+122+0.45%Add
Cypress Wealth Services, LLC
0.13%0.15%#25$1.1M26,852$1.0M26,85200.00%Unchanged
Grantvest Financial Group LLC
0.62%0.67%#9$1.1M29,142$1.0M30,469-1,327-4.36%Reduce
HARBOUR INVESTMENTS, INC.
0.01%0.02%#52$1.0M25,469$1.1M27,325-1,856-6.79%Reduce
Castle Rock Wealth Management, LLC
0.2%0.21%#20$1.0M24,619$960,19324,61900.00%Unchanged
INDEPENDENT FINANCIAL GROUP, LLC
0.02%#47$975,35323,894$00+23,894New Buy
Midwest Financial Network, LLC
0.61%0.77%#11$887,08721,732$970,65925,009-3,277-13.10%Reduce
Joseph P. Lucia & Associates, LLC
0.24%0.25%#17$812,11419,895$686,77317,695+2,200+12.43%Add
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
0.03%0.03%#42$711,12517,421$643,49816,580+841+5.07%Add
Spire Wealth Management
0.02%0.02%#45$652,79315,992$724,14918,659-2,667-14.29%Reduce
NBZ Investment Advisors LLC
0.25%0.25%#16$651,47720,303$584,04720,457-154-0.75%Reduce
HRT FINANCIAL LP
<0.01%#71$634,48517,352$00+17,352New Buy
Clear Point Advisors Inc.
0.05%0.07%#38$598,32115,416$598,32115,41600.00%Unchanged
PFG Advisors
0.03%0.03%#43$596,99314,625$562,88614,503+122+0.84%Add
PARK AVENUE SECURITIES LLC
<0.01%<0.01%#65$579,82518,070$516,00018,07000.00%Unchanged
Arax Advisory Partners
<0.01%0.01%#64$555,47017,311$421,79814,774+2,537+17.17%Add
Advisory Solutions Group, LLC
0.18%#21$521,31212,771$00+12,771New Buy
Transcendent Capital Group LLC
0.17%0.19%#22$431,16213,437$418,94314,674-1,237-8.43%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow