13F Insight
DOSSIER · 13F Holders · Q1 2026
JULT

ALLIANZIM U.S. LARGE CAP BUFFER10 JUL ETF

50 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 00888H307·50 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$38M
visible holders
Holders
50
filers reporting
Concentration
14.86%
COMMONWEALTH EQUITY SERVICES, LLC #1
top holder share
AI Holders Summary · Q1 2026

50 institutions reported JULT in Q1 2026. COMMONWEALTH EQUITY SERVICES, LLC leads at 14.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$6M128K0.01%Q1 202602
Safe Harbor Wealth Advisors, LLC
CIK 0002105610
$6M125K5.42%Q4 202503
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$5M106K0.00%Q1 202604
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M94K0.01%Q1 202605
LPL Financial LLC
CIK 0001403438
$3M57K0.00%Q1 202606
Rothschild Wealth LLC
CIK 0001811345
$2M46K0.18%Q1 202607
Cetera Investment Advisers
CIK 0001666741
$2M40K0.00%Q1 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M35K0.00%Q1 202609
JIM SAULNIER & ASSOCIATES, LLC
CIK 0002044420
$1M27K0.57%Q1 202610
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M26K0.00%Q1 202611
CENTAURUS FINANCIAL, INC.
CIK 0000891943
$1M23K0.05%Q4 202512
Siligmueller & Norvid Wealth Advisors LLC
CIK 0002052591
$998K23K0.45%Q3 202513
Atria Wealth Solutions, Inc.
CIK 0001927543
$996K24K0.02%Q2 202514
Grantvest Financial Group LLC
CIK 0002055216
$941K21K0.61%Q1 202615
Bison Wealth, LLC
CIK 0001845251
$894K19K0.08%Q2 202616
MONEY CONCEPTS CAPITAL CORP
CIK 0000716851
$608K14K0.03%Q1 202617
MML INVESTORS SERVICES, LLC
CIK 0000701059
$605K14K0.00%Q1 202618
OLD MISSION CAPITAL LLC
CIK 0001455915
$567K13K0.01%Q1 202619
FOUNDERS FINANCIAL SECURITIES LLC
CIK 0001342396
$545K12K0.03%Q1 202620
Nvest Financial, LLC
CIK 0001915315
$540K12K0.20%Q1 2026
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