AllianzIM U.S. Large Cap Buffer20 Jan is a publicly traded company on ARCA. As of Q3 2025, 58 institutional investors hold shares in this company, with total holdings valued at $178.8M. American Asset Management Inc. is the largest holder with a position valued at $40.9M.
Overview of institutional ownership in JANW as of Q3 2025
Institutions with the largest positions in JANW as of Q3 2025
| Institution | Position Value |
|---|---|
American Asset Management Inc. RIA/Wealth | $40.9M 36.71% of portfolio |
AE Wealth Management LLC RIA/Wealth | $35.8M 0.24% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $13.9M 0.00% of portfolio |
A Advisor Group Holdings, Inc. Institution | $10.8M 0.02% of portfolio |
Cetera Investment Advisers RIA/Wealth | $9.6M 0.01% of portfolio |
Kestra Advisory Services, LLC RIA/Wealth | $6.8M 0.03% of portfolio |
L LPL Financial LLC Institution | $6.1M 0.00% of portfolio |
F FSR Wealth Management Ltd. Institution | $5.6M 7.96% of portfolio |
B BCGM Wealth Management, LLC Institution | $4.5M 1.18% of portfolio |
Outlook Wealth Advisors, LLC RIA/Wealth | $4.4M 1.13% of portfolio |
Institutional buying and selling activity for JANW in Q3 2025
| Institution | Net Bought |
|---|---|
L LPL Financial LLC Institution | +$4.2M +115.8K shares |
O OLD MISSION CAPITAL LLC Institution | +$849.6K +23.5K shares |
Concurrent Investment Advisors, LLC RIA/Wealth | +$735.6K +20.4K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$429.4K +11.9K shares |
JPMORGAN CHASE & CO Institution | +$334.2K +9.2K shares |
Advyzon Investment Management, LLC RIA/Wealth | +$261.4K +7.2K shares |
Lloyd Advisory Services, LLC. RIA/Wealth | +$242.4K +-399.0K shares |
NBC SECURITIES, INC. RIA/Wealth | +$209.6K +- shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$174.0K +4.8K shares |
GeoWealth Management, LLC RIA/Wealth | +$83.9K +-103.2K shares |
| Institution | Net Sold |
|---|---|
AE Wealth Management LLC RIA/Wealth | −$86.7M −2.4M shares |
B B.O.S.S. Retirement Advisors, LLC RIA/Wealth | −$7.0M −199.9K shares |
F FSR Wealth Management Ltd. Institution | −$6.9M −190.4K shares |
Outlook Wealth Advisors, LLC RIA/Wealth | −$6.1M −169.4K shares |
McElhenny Sheffield Capital Management, LLC Long Only Manager | −$4.1M −20.3K shares |
HOWARD BAILEY SECURITIES, LLC RIA/Wealth | −$3.3M −95.1K shares |
TOUNJIAN ADVISORY PARTNERS, LLC Family Office | −$2.8M −85.0K shares |
G Great Lakes Retirement, Inc. Institution | −$2.6M −74.4K shares |
L LifeWealth Investments, LLC Institution | −$2.2M −61.7K shares |
SMART Wealth LLC RIA/Wealth | −$2.0M −56.3K shares |
Institutions that initiated new positions or completely exited JANW in Q3 2025
| Institution | Position Value |
|---|---|
Concurrent Investment Advisors, LLC RIA/Wealth | $735.6K 20.4K shares |
Advyzon Investment Management, LLC RIA/Wealth | $261.4K 7.2K shares |
NBC SECURITIES, INC. RIA/Wealth | $209.6K 5.8K shares |
BARCLAYS PLC Institution | - - shares |
| Institution | Previous Position |
|---|---|
B B.O.S.S. Retirement Advisors, LLC RIA/Wealth | $7.0M 199.9K shares |
McElhenny Sheffield Capital Management, LLC Long Only Manager | $4.1M 20.3K shares |
HOWARD BAILEY SECURITIES, LLC RIA/Wealth | $3.3M 95.1K shares |
TOUNJIAN ADVISORY PARTNERS, LLC Family Office | $2.8M 85.0K shares |
G Great Lakes Retirement, Inc. Institution | $2.6M 74.4K shares |
SMART Wealth LLC RIA/Wealth | $2.0M 56.3K shares |
Ballast, Inc. RIA/Wealth | $1.8M 50.1K shares |
Kingsview Wealth Management, LLC RIA/Wealth | $779.7K 22.3K shares |
Park Square Financial Group, LLC RIA/Wealth | $699.3K 20.0K shares |
Envestnet Portfolio Solutions, Inc. Long Only Manager | $608.2K 17.4K shares |
Institutions with the largest Call and Put options positions in JANW as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with JANW as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
American Asset Management Inc. RIA/Wealth | 36.71% $40.9M |
F FSR Wealth Management Ltd. Institution | 7.96% $5.6M |
Long Island Wealth Management, Inc. RIA/Wealth | 1.72% $3.5M |
Compass Advisory Group LLC RIA/Wealth | 1.23% $4.4M |
B BCGM Wealth Management, LLC Institution | 1.18% $4.5M |
Outlook Wealth Advisors, LLC RIA/Wealth | 1.13% $4.4M |
Grantvest Financial Group LLC RIA/Wealth | 1.12% $1.5M |
Clear Point Advisors Inc. RIA/Wealth | 1.06% $1.3M |
F FSA Advisors, Inc. Institution | 0.97% $1.1M |
J Joseph P. Lucia & Associates, LLC RIA/Wealth | 0.63% $1.7M |
Discover hedge funds investing in JANW

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
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