13FBOX
ALLIANZIM U.S. EQUITY BUFFER20 JUL ETF · 13F Institutional Holdings
Options Calculator Rankings
A

ALLIANZIM U.S. EQUITY BUFFER20 JUL ETF

JULU
Institutions
82
Combined AUM (Q2 2026)
$241.6M
Combined Shares (Q2 2026)
6.2M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.8M
36 · 15 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-2.4M
55 · 28 Exit · ≈
⚖️ Net
-599,599
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$241.6M
Institutions
82
New Buys
15
Adds
21
Reduces
27
Exits
28
Unchanged
19
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
COMMONWEALTH EQUITY SERVICES, LLC
0.06%0.07%#33$49.8M1.2M$49.4M1.3M-51,311-4.03%Reduce
FOUNDATIONS INVESTMENT ADVISORS, LLC
0.23%#18$22.2M692,163$00+692,163New Buy
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#59$16.9M414,189$3.8M98,252+315,937+321.56%Add
GTS FINANCIAL, LLC
9.65%1.63%#1$13.2M355,833$2.1M59,754+296,079+495.50%Add
LPL Financial LLC
<0.01%<0.01%#65$11.7M287,703$9.8M253,272+34,431+13.59%Add
OSAIC HOLDINGS, INC.
0.01%0.01%#52$10.9M266,353$10.0M258,027+8,326+3.23%Add
Cetera Investment Advisers
0.01%0.01%#55$9.4M230,401$8.9M228,448+1,953+0.85%Add
Advyzon Investment Management, LLC
0.62%0.44%#8$8.5M208,320$5.0M127,664+80,656+63.18%Add
Sanctuary Advisors, LLC
0.04%0.04%#39$8.4M263,333$7.5M263,33300.00%Unchanged
ALLIANZ SE
0.07%0.06%#30$6.9M168,041$5.3M137,398+30,643+22.30%Add
AMERICAN ASSET MANAGEMENT INC.
4.97%5.09%#2$6.1M149,192$5.9M150,999-1,807-1.20%Reduce
Guardian Capital, LLC
4.57%3.53%#3$5.6M136,855$3.7M95,103+41,752+43.90%Add
World Investment Advisors
0.09%0.07%#27$5.3M130,451$4.5M116,771+13,680+11.72%Add
Long Island Wealth Management, Inc.
2.06%2.21%#4$5.0M122,469$4.8M122,547-78-0.06%Reduce
Kestra Advisory Services, LLC
0.01%0.02%#50$4.6M112,954$5.7M146,890-33,936-23.10%Reduce
CENTAURUS FINANCIAL, INC.
0.14%0.35%#22$3.7M91,028$7.4M189,377-98,349-51.93%Reduce
STEPHENS INC /AR/
0.04%0.04%#38$3.6M112,869$3.3M115,318-2,449-2.12%Reduce
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#56$3.5M85,713$3.2M81,210+4,503+5.54%Add
Ausdal Financial Partners, Inc.
0.14%0.08%#23$3.5M84,938$1.7M44,597+40,341+90.46%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#75$3.5M84,639$443,54011,428+73,211+640.63%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#72$3.1M75,564$2.9M73,992+1,572+2.12%Add
BIP Wealth, LLC
0.07%0.1%#31$2.5M62,126$2.6M65,719-3,593-5.47%Reduce
USA FINANCIAL FORMULAS
0.44%#12$2.4M74,638$00+74,638New Buy
Elevated Capital Advisors, LLC
0.55%0.94%#10$2.0M48,661$3.7M95,852-47,191-49.23%Reduce
Compass Advisory Group LLC
0.44%0.48%#11$1.9M45,781$1.8M45,78100.00%Unchanged
RFG Advisory, LLC
0.03%0.05%#43$1.7M41,515$2.8M70,976-29,461-41.51%Reduce
WEALTHGARDEN F.S. LLC
0.83%0.95%#6$1.5M35,791$1.4M35,801-10-0.03%Reduce
Aegis Wealth Management, Inc.
0.91%1.06%#5$1.4M34,584$1.4M34,797-213-0.61%Reduce
DIVERSIFY WEALTH MANAGEMENT, LLC
0.02%0.03%#48$1.4M34,101$1.4M35,101-1,000-2.85%Reduce
IFP Advisors, Inc
0.02%0.03%#44$1.3M31,553$1.2M31,503+50+0.16%Add
Forty-three Eighteen Advisors, LLC
0.76%0.81%#7$1.1M27,827$1.1M27,82700.00%Unchanged
Focus Financial Network, Inc.
0.03%0.04%#40$1.1M27,353$1.1M27,231+122+0.45%Add
Cypress Wealth Services, LLC
0.13%0.15%#24$1.1M26,852$1.0M26,85200.00%Unchanged
HARBOUR INVESTMENTS, INC.
0.01%0.02%#51$1.0M24,799$1.0M26,339-1,540-5.85%Reduce
Castle Rock Wealth Management, LLC
0.2%0.21%#19$1.0M24,619$960,19324,61900.00%Unchanged
INDEPENDENT FINANCIAL GROUP, LLC
0.02%#47$975,35323,894$00+23,894New Buy
Midwest Financial Network, LLC
0.61%0.77%#9$887,08721,732$970,65925,009-3,277-13.10%Reduce
Joseph P. Lucia & Associates, LLC
0.24%0.25%#17$812,11419,895$686,77317,695+2,200+12.43%Add
AE Wealth Management LLC
<0.01%0.17%#64$756,31418,528$31.7M817,175-798,647-97.73%Reduce
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
0.03%0.03%#41$711,12517,421$643,49816,580+841+5.07%Add
Spire Wealth Management
0.02%0.02%#45$652,79315,992$724,14918,659-2,667-14.29%Reduce
NBZ Investment Advisors LLC
0.25%0.25%#16$651,47720,303$584,04720,457-154-0.75%Reduce
Grantvest Financial Group LLC
0.36%0.39%#13$623,81115,282$602,82315,532-250-1.61%Reduce
Clear Point Advisors Inc.
0.05%0.07%#37$598,32115,416$598,32115,41600.00%Unchanged
PFG Advisors
0.03%0.03%#42$596,99314,625$562,88614,503+122+0.84%Add
PARK AVENUE SECURITIES LLC
<0.01%<0.01%#63$579,82518,070$516,00018,07000.00%Unchanged
Arax Advisory Partners
<0.01%0.01%#62$555,47017,311$421,79814,774+2,537+17.17%Add
Advisory Solutions Group, LLC
0.18%#20$521,31212,771$00+12,771New Buy
Transcendent Capital Group LLC
0.17%0.19%#21$431,16213,437$418,94314,674-1,237-8.43%Reduce
Stirlingshire Investments, Inc.
0.31%0.36%#14$416,69110,208$407,87210,509-301-2.86%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow