DOSSIER · 13F Holders · Q2 2026
JULT

ALLIANZIM U.S. LARGE CAP BUFFER10 JUL ETF

49 institutions still hold ALLIANZIM U.S. LARGE CAP BUFFER10 JUL ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 00888H307·49 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$40M
visible holders
Holders
49
filers reporting
Concentration
14.91%
COMMONWEALTH EQUITY SERVICES, LLC #1
top holder share
AI Holders Summary · Q2 2026

49 institutions reported JULT in Q2 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
$6M124K0.01%Q2 2026
02
Safe Harbor Wealth Advisors, LLC
CIK 0002105610
$6M125K5.42%Q4 2025
03
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M90K0.01%Q2 2026
04
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M86K0.00%Q2 2026
05
LPL Financial LLC
CIK 0001403438
$3M68K0.00%Q2 2026
06
Rothschild Wealth LLC
CIK 0001811345
$3M54K0.21%Q2 2026
07
Cetera Investment Advisers
CIK 0001666741
$2M37K0.00%Q2 2026
08
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M32K0.00%Q2 2026
09
JIM SAULNIER & ASSOCIATES, LLC
CIK 0002044420
$1M27K0.52%Q2 2026
10
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M27K0.00%Q2 2026
11
CENTAURUS FINANCIAL, INC.
CIK 0000891943
$1M23K0.05%Q4 2025
12
Grantvest Financial Group LLC
CIK 0002055216
$1M21K0.59%Q2 2026
13
Siligmueller & Norvid Wealth Advisors LLC
CIK 0002052591
$998K23K0.45%Q3 2025
14
Atria Wealth Solutions, Inc.
CIK 0001927543
$996K24K0.02%Q2 2025
15
Bison Wealth, LLC
CIK 0001845251
$894K19K0.08%Q2 2026
16
MML INVESTORS SERVICES, LLC
CIK 0000701059
$720K15K0.00%Q2 2026
17
MONEY CONCEPTS CAPITAL CORP
CIK 0000716851
$645K13K0.03%Q2 2026
18
Nvest Financial, LLC
CIK 0001915315
$587K12K0.19%Q2 2026
19
FOUNDERS FINANCIAL SECURITIES LLC
CIK 0001342396
$573K12K0.03%Q2 2026
20
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$484K11K0.00%Q1 2026
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