DOSSIER · 13F Holders · Q2 2026
JUNT

ALLIANZIM U.S. LARGE CAP BUFFER10 JUN ETF

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

CUSIP 00888H745·49 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$91M
visible holders
Holders
49
filers reporting
Concentration
51.72%
AE Wealth Management LLC #1
top holder share
AI Holders Summary · Q2 2026

49 institutions reported JUNT in Q2 2026. AE Wealth Management LLC leads at 51.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
AE Wealth Management LLC
CIK 0001697723
$47M1.2M0.22%Q2 2026
02
Authentikos Wealth Advisory, LLC
CIK 0001967054
$10M254K6.14%Q2 2026
03
LPL Financial LLC
CIK 0001403438
$5M131K0.00%Q2 2026
04
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M115K0.01%Q2 2026
05
FWG Investments, LLC.
CIK 0001944877
$4M96K1.93%Q2 2026
06
FSR Wealth Management Ltd.
CIK 0001940000
$3M82K3.53%Q2 2026
07
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M80K0.00%Q2 2026
08
SMART Wealth LLC
CIK 0002044723
$3M75K0.61%Q2 2026
09
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M74K0.00%Q2 2026
10
Richmond Brothers, Inc.
CIK 0001540462
$2M53K1.03%Q2 2026
11
Quest 10 Wealth Builders, Inc.
CIK 0002035215
$974K26K0.76%Q2 2026
12
Lloyd Advisory Services, LLC.
CIK 0001802474
$972K26K0.38%Q2 2026
13
FSA Advisors, Inc.
CIK 0001905627
$957K25K0.44%Q2 2026
14
Atria Wealth Solutions, Inc.
CIK 0001927543
$945K28K0.02%Q2 2025
15
Nvest Financial, LLC
CIK 0001915315
$938K25K0.30%Q2 2026
16
Cetera Investment Advisers
CIK 0001666741
$746K20K0.00%Q2 2026
17
Golden Reserve Retirement LLC
CIK 0002066488
$703K19K0.11%Q2 2026
18
PANORAMIC INVESTMENT ADVISORS, LLC
CIK 0001967332
$618K16K0.30%Q2 2026
19
CITADEL ADVISORS LLC
CIK 0001423053
$425K11K0.00%Q2 2026
20
Csenge Advisory Group
CIK 0001715593
$397K10K0.02%Q2 2026
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