ALIANZIM US EQ BFR20 JUL-USD JULW
$40.73
-0.0% 52w: $36.10 – $40.82
Latest 13F among current holders filed 31 days ago (Jun 4, 2026)
Price — last 12 months
research preview data36.1038.4640.82
Jun 20, 2025 Jul 2, 2026
Institutional holders
70
-5 QoQ
13F value
$211.6M
-3.4% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns JULW?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.3M | $49.4M | 0.1% | -2.9% |
| AE Wealth Management LLC | Wealth advisor | 817.2K | $31.7M | 0.2% | -1.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 258.0K | $10.0M | 0.0% | -25.2% |
| LPL Financial LLC | Bank broker | 253.3K | $9.8M | 0.0% | -0.5% |
| Cetera Investment Advisers | Wealth advisor | 228.4K | $8.9M | 0.0% | -0.6% |
| CENTAURUS FINANCIAL, INC. | Wealth advisor | 189.4K | $7.3M | 0.3% | -5.9% |
| AMERICAN ASSET MANAGEMENT INC. | Wealth advisor | 151.0K | $5.9M | 5.1% | -1.2% |
| Kestra Advisory Services, LLC | Wealth advisor | 146.9K | $5.7M | 0.0% | +15.4% |
| Allianz SE | Wealth advisor | 137.4K | $5.3M | 0.1% | +2648.0% |
| Advyzon Investment Management, LLC | Wealth advisor | 127.7K | $5.0M | 0.4% | +101.4% |
| Long Island Wealth Management, Inc. | Wealth advisor | 122.5K | $4.8M | 2.2% | -0.1% |
| World Investment Advisors | Wealth advisor | 116.8K | $4.5M | 0.1% | New |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 98.3K | $3.8M | 0.0% | -4.3% |
| Elevated Capital Advisors, LLC | Wealth advisor | 95.9K | $3.7M | 0.9% | +81.9% |
| Guardian Capital, LLC | Wealth advisor | 95.1K | $3.7M | 3.5% | +76.3% |
| B.O.S.S. Retirement Advisors, LLC | Wealth advisor | 81.2K | $3.2M | 1.0% | -6.5% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 81.2K | $3.2M | 0.0% | +7.7% |
| HOWARD BAILEY SECURITIES, LLC | Wealth advisor | 77.4K | $3.0M | 1.2% | -4.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 74.0K | $2.9M | 0.0% | -15.1% |
| RFG Advisory, LLC | Wealth advisor | 71.0K | $2.8M | 0.1% | -10.9% |
| BIP Wealth, LLC | Wealth advisor | 65.7K | $2.6M | 0.1% | -3.0% |
| GTS FINANCIAL, LLC | Wealth advisor | 59.8K | $2.1M | 1.6% | — |
| Great Lakes Retirement, Inc. | Other | 51.7K | $2.0M | 0.2% | -10.1% |
| Compass Advisory Group LLC | Wealth advisor | 45.8K | $1.8M | 0.5% | Held |
| Ausdal Financial Partners, Inc. | Wealth advisor | 44.6K | $1.7M | 0.1% | New |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Wealth advisor | 35.1K | $1.4M | 0.0% | New |
| WEALTHGARDEN F.S. LLC | Wealth advisor | 35.8K | $1.4M | 0.9% | Held |
| Aegis Wealth Management, Inc. | Wealth advisor | 34.8K | $1.4M | 1.1% | +5.2% |
| Integrated Wealth Management | Wealth advisor | 32.2K | $1.2M | 1.4% | -4.3% |
| IFP Advisors, Inc | Wealth advisor | 31.5K | $1.2M | 0.0% | +9.9% |
| LifeWealth Investments, LLC | Wealth advisor | 31.4K | $1.2M | 0.4% | -21.0% |
| OLD MISSION CAPITAL LLC | Wealth advisor | 30.0K | $1.2M | 0.0% | +34.5% |
| Centennial Advisors, LLC | Wealth advisor | 29.1K | $1.1M | 1.4% | -4.8% |
| Forty-three Eighteen Advisors, LLC | Other | 27.8K | $1.1M | 0.8% | -7.3% |
| Focus Financial Network, Inc. | Wealth advisor | 27.2K | $1.1M | 0.0% | -0.1% |
| Cypress Wealth Services, LLC | Wealth advisor | 26.9K | $1.0M | 0.1% | Held |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 26.3K | $1.0M | 0.0% | -32.3% |
| Midwest Financial Network, LLC | Wealth advisor | 25.0K | $971K | 0.8% | -17.0% |
| Castle Rock Wealth Management, LLC | Other | 24.6K | $960K | 0.2% | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 23.3K | $906K | 0.0% | +14.5% |
| SMART Wealth LLC | Wealth advisor | 19.7K | $765K | 0.2% | 0.0% |
| Spire Wealth Management | Wealth advisor | 18.7K | $724K | 0.0% | -36.6% |
| Joseph P. Lucia & Associates, LLC | Wealth advisor | 17.7K | $687K | 0.2% | -2.2% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | Wealth advisor | 16.6K | $643K | 0.0% | -2.9% |
| Kingdom Financial Group LLC. | Wealth advisor | 16.4K | $635K | 0.2% | -8.0% |
| Lloyd Advisory Services, LLC. | Wealth advisor | 16.4K | $635K | 0.2% | -94.5% |
| Grantvest Financial Group LLC | Wealth advisor | 15.5K | $603K | 0.4% | -2.4% |
| Clear Point Advisors Inc. | Wealth advisor | 15.4K | $598K | 0.5% | -6.2% |
| PFG Advisors | Wealth advisor | 14.5K | $563K | 0.0% | Held |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 11.4K | $444K | 0.0% | -67.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.