AllianzIM U.S. Large Cap Buffer10 Jul is an exchange-traded fund on ARCA. As of Q3 2025, 36 institutional investors hold shares in this ETF, with total holdings valued at $67.1M. Gradient Investments LLC is the largest holder with a position valued at $26.7M.
Overview of institutional ownership in JULT as of Q3 2025
Institutions with the largest positions in JULT as of Q3 2025
| Institution | Position Value |
|---|---|
Gradient Investments LLC RIA/Wealth | $26.7M 0.47% of portfolio |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $12.4M 0.02% of portfolio |
A Advisor Group Holdings, Inc. Institution | $6.3M 0.01% of portfolio |
L LPL Financial LLC Institution | $2.4M 0.00% of portfolio |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $2.2M 0.00% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $2.0M 0.00% of portfolio |
Cetera Investment Advisers RIA/Wealth | $1.8M 0.00% of portfolio |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $1.5M 0.00% of portfolio |
Sentinus, LLC RIA/Wealth | $1.3M 0.28% of portfolio |
JIM SAULNIER & ASSOCIATES, LLC RIA/Wealth | $1.2M 0.77% of portfolio |
Institutional buying and selling activity for JULT in Q3 2025
| Institution | Net Bought |
|---|---|
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | +$4.9M +111.3K shares |
L LPL Financial LLC Institution | +$1.4M +32.6K shares |
+$998.0K +22.7K shares | |
CENTAURUS FINANCIAL, INC. RIA/Wealth | +$921.7K +21.0K shares |
A Advisor Group Holdings, Inc. Institution | +$662.3K +15.4K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$636.1K +14.5K shares |
FOUNDERS FINANCIAL SECURITIES LLC RIA/Wealth | +$526.5K +12.0K shares |
Sentinus, LLC RIA/Wealth | +$357.0K +8.1K shares |
HARBOUR INVESTMENTS, INC. RIA/Wealth | +$318.9K +7.3K shares |
A4 Wealth Advisors LLC RIA/Wealth | +$273.9K +6.2K shares |
| Institution | Net Sold |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$2.9M −66.4K shares |
J JANE STREET GROUP, LLC Institution | −$2.8M −67.0K shares |
W WealthPlan Investment Management, LLC RIA/Wealth | −$1.3M −31.7K shares |
Armis Advisers, LLC RIA/Wealth | −$778.9K −18.7K shares |
Feltz Wealth PLAN Inc. RIA/Wealth | −$233.2K −5.6K shares |
Mattson Financial Services, LLC RIA/Wealth | −$232.8K −5.6K shares |
McAdam, LLC RIA/Wealth | −$222.2K −5.3K shares |
AE Wealth Management LLC RIA/Wealth | −$177.3K −4.0K shares |
JIM SAULNIER & ASSOCIATES, LLC RIA/Wealth | −$121.7K −2.8K shares |
Grantvest Financial Group LLC RIA/Wealth | −$81.2K −1.9K shares |
Institutions that initiated new positions or completely exited JULT in Q3 2025
| Institution | Position Value |
|---|---|
$998.0K 22.7K shares | |
FOUNDERS FINANCIAL SECURITIES LLC RIA/Wealth | $526.5K 12.0K shares |
A4 Wealth Advisors LLC RIA/Wealth | $273.9K 6.2K shares |
| Institution | Previous Position |
|---|---|
J JANE STREET GROUP, LLC Institution | $2.8M 67.0K shares |
W WealthPlan Investment Management, LLC RIA/Wealth | $1.3M 31.7K shares |
Armis Advisers, LLC RIA/Wealth | $778.9K 18.7K shares |
Feltz Wealth PLAN Inc. RIA/Wealth | $233.2K 5.6K shares |
Mattson Financial Services, LLC RIA/Wealth | $232.8K 5.6K shares |
McAdam, LLC RIA/Wealth | $222.2K 5.3K shares |
Institutions with the largest Call and Put options positions in JULT as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with JULT as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
JIM SAULNIER & ASSOCIATES, LLC RIA/Wealth | 0.77% $1.2M |
Grantvest Financial Group LLC RIA/Wealth | 0.71% $968.2K |
Gradient Investments LLC RIA/Wealth | 0.47% $26.7M |
0.45% $998.0K | |
Sentinus, LLC RIA/Wealth | 0.28% $1.3M |
Nvest Financial, LLC RIA/Wealth | 0.27% $475.5K |
A4 Wealth Advisors LLC RIA/Wealth | 0.24% $273.9K |
P Paladin Wealth, LLC Institution | 0.19% $245.9K |
B Brown Financial Advisors RIA/Wealth | 0.13% $329.1K |
CENTAURUS FINANCIAL, INC. RIA/Wealth | 0.06% $1.0M |
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