ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED JUL ETF

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JULU·00888H570·US·ETF·Unknown - Unknown

JULU (ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED JUL ETF) is held by 14 institutional investors as of Q2 2026. Largest holders: Sanctuary Advisors, LLC ($8.4M), COMMONWEALTH EQUITY SERVICES, LLC ($5.4M), OSAIC HOLDINGS, INC. ($1.7M). Net institutional sentiment: Mixed.

14

Holders

(3 Elite)

$18.9M

Total Value

40% (15)

Consensus

6 buying - 9 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)69

Insider (Form 4)36

Activist (13D/13G)79

Congressional (STOCK Act)75

Holder Quality

21

★★★★★

Elite

89

★★★★

Strong

29

★★★

Solid

67

★★

Below

74

★

Weak

Held by 14 funds

3 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for JULU.

Top Holders

Top Holders (14)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Sanctuary Advisors, LLC	Unchanged	263,333	$8.4M	0.0%	+17.92%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	168,920(-0.6%)	$5.4M	0.0%	+24.35%	0
OSAIC HOLDINGS, INC.	Decreased	52,303(-7.1%)	$1.7M	0.0%	+27.79%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	21,991(-1.6%)	$705,641	0.0%	+11.32%	0
Kestra Advisory Services, LLC	Decreased	19,068(-1.7%)	$611,848	0.0%	+24.62%	0
AE Wealth Management LLC	Decreased	18,956(-98.7%)	$608,261	0.0%	+14.90%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	16,051	$515,040	0.0%	+1.39%	37
Cetera Investment Advisers	Decreased	14,856(-3.3%)	$476,695	0.0%	+24.16%	0
RAYMOND JAMES FINANCIAL INC	New	11,481	$368,399	0.0%	+1.39%	33
Farther Finance Advisors, LLC	New	945	$30,323	0.0%	+1.39%	27
UBS Group AG	New	251	$8,054	0.0%	+1.39%	25
IWIntegrated Wealth Concepts LLC	New	16	$514	0.0%	+1.39%	17
ASSETMARK, INC	Unchanged	13	$417	0.0%	+8.99%	0
HRT FINANCIAL LP	New	8,454	$271	0.0%	+1.39%	15
CITADEL ADVISORS LLC	Exited	0(-100.0%)	$520,781	0.0%	+8.85%	0
US BANCORP \DE\	Exited	0(-100.0%)	$1,513	0.0%	+8.85%	0
BARCLAYS PLC	Exited	0(-100.0%)	$5,653	0.0%	+8.85%	0

JULUALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED JUL ETF

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer