DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
JULT

ALLIANZIM U.S. LARGE CAP BUFFER10 JUL ETF

49 institutions still hold ALLIANZIM U.S. LARGE CAP BUFFER10 JUL ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 00888H307·49 13F holders·last filed Mar 31, 2026
Market cap
9.4%
vs prior quarter
13F value held
$63M
70.0% inst. owned
of float
Holders
49
+23 QoQ
filers reporting
Activity
+83 / −61
+955 added · −797 reduced
this quarter
Concentration
40.99%
Gradient Investments LLC #1
top holder share
AI Holders Summary · Q1 2026

49 institutions reported JULT in Q1 2026. Gradient Investments LLC leads at 41.0% of the visible book. +23 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Gradient Investments LLC
CIK 0001542265
$26M589K0.40%Q1 2026
02
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$6M128K0.01%Q1 2026
03
Safe Harbor Wealth Advisors, LLC
CIK 0002105610
$6M125K5.42%Q4 2025
04
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$5M106K0.00%Q1 2026
05
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M94K0.01%Q1 2026
06
LPL Financial LLC
CIK 0001403438
$3M57K0.00%Q1 2026
07
Rothschild Wealth LLC
CIK 0001811345
$2M46K0.18%Q1 2026
08
Cetera Investment Advisers
CIK 0001666741
$2M40K0.00%Q1 2026
09
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M35K0.00%Q1 2026
10
JIM SAULNIER & ASSOCIATES, LLC
CIK 0002044420
$1M27K0.57%Q1 2026
11
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M26K0.00%Q1 2026
12
CENTAURUS FINANCIAL, INC.
CIK 0000891943
$1M23K0.05%Q4 2025
13
Siligmueller & Norvid Wealth Advisors LLC
CIK 0002052591
$997,99723K0.45%Q3 2025
14
Atria Wealth Solutions, Inc.
CIK 0001927543
$995,94624K0.02%Q2 2025
15
Grantvest Financial Group LLC
CIK 0002055216
$941,21021K0.61%Q1 2026
16
Bison Wealth, LLC
CIK 0001845251
$879,43619K0.08%Q1 2026
17
MONEY CONCEPTS CAPITAL CORP
CIK 0000716851
$607,91214K0.03%Q1 2026
18
MML INVESTORS SERVICES, LLC
CIK 0000701059
$604,79114K0.00%Q1 2026
19
OLD MISSION CAPITAL LLC
CIK 0001455915
$566,63413K0.01%Q1 2026
20
FOUNDERS FINANCIAL SECURITIES LLC
CIK 0001342396
$544,56012K0.03%Q1 2026
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