JANU Institutional Ownership
AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF
1W: -0.4%
YTD: +0.4%
$30.65
+0.20 (+0.66%)
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — JANU
38
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
56M
Total Invested
4
New Positions
8
Increased
16
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (38 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Allianz SE | 503,347 | 15M | +11,630 | +2.4% | 3Q | SEC ↗ |
| 2 | Discipline Wealth Solutions, LLC | 220,084 | 7M | +4,961 | +2.3% | 6Q | SEC ↗ |
| 3 | RFG Advisory, LLC | 213,359 | 7M | +6,617 | +3.2% | 5Q | SEC ↗ |
| 4 | STEPHENS INC /AR | 200,115 | 6M | -1,329 | -0.7% | 6Q | SEC ↗ |
| 5 | Kestra Advisory Services, LLC | 142,663 | 4M | -7,155 | -4.8% | 6Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 118,730 | 4M | -195,636 | -62.2% | 2Q | SEC ↗ |
| 7 | USA FINANCIAL FORMULAS NEW | 78,383 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 75,132 | 2M | +51,486 | +217.7% | 6Q | SEC ↗ |
| 9 | ARS Wealth Advisors Group, LLC | 53,034 | 2M | — | +0.0% | 6Q | SEC ↗ |
| 10 | CREATIVE FINANCIAL DESIGNS INC /ADV | 40,158 | 1M | +9,191 | +29.7% | 5Q | SEC ↗ |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | 36,601 | 1M | -3,526 | -8.8% | 6Q | SEC ↗ |
| 12 | Cetera Investment Advisers | 26,829 | 822K | +428 | +1.6% | 6Q | SEC ↗ |
| 13 | Arax Advisory Partners | 24,335 | 746K | +6,360 | +35.4% | 3Q | SEC ↗ |
| 14 | Savant Capital, LLC | 22,225 | 681K | -82 | -0.4% | 6Q | SEC ↗ |
| 15 | Transcendent Capital Group LLC | 12,860 | 394K | -1,109 | -7.9% | 6Q | SEC ↗ |
| 16 | MML INVESTORS SERVICES, LLC | 12,602 | 386K | +2,177 | +20.9% | 2Q | SEC ↗ |
| 17 | RAYMOND JAMES FINANCIAL INC NEW | 12,083 | 370K | — | +0.0% | 1Q | SEC ↗ |
| 18 | Farther Finance Advisors, LLC NEW | 9,362 | 287K | — | +0.0% | 1Q | SEC ↗ |
| 19 | Stratos Wealth Advisors, LLC | 9,220 | 283K | — | +0.0% | 2Q | SEC ↗ |
| 20 | Grantvest Financial Group LLC | 8,447 | 259K | — | +0.0% | 2Q | SEC ↗ |
| 21 | NBZ Investment Advisors LLC | 8,415 | 258K | — | +0.0% | 3Q | SEC ↗ |
| 22 | Creative Planning | 8,029 | 246K | — | +0.0% | 5Q | SEC ↗ |
| 23 | Southland Equity Partners LLC | 7,885 | 242K | — | +0.0% | 6Q | SEC ↗ |
| 24 | Visionary Wealth Advisors | 7,864 | 241K | — | +0.0% | 5Q | SEC ↗ |
| 25 | CENTAURUS FINANCIAL, INC. | 6,625 | 203K | — | +0.0% | 6Q | SEC ↗ |
| 26 | HARBOUR INVESTMENTS, INC. | 5,849 | 179K | -673 | -10.3% | 6Q | SEC ↗ |
| 27 | OSAIC HOLDINGS, INC. | 4,642 | 142K | -11,448 | -71.1% | 6Q | SEC ↗ |
| 28 | JPMORGAN CHASE & CO NEW | 2,940 | 90K | — | +0.0% | 1Q | SEC ↗ |
| 29 | IFP Advisors, Inc | 625 | 19K | — | +0.0% | 5Q | SEC ↗ |
| 30 | Steward Partners Investment Advisory, | 267 | 8K | — | +0.0% | 3Q | SEC ↗ |
| 31 | Aegis Wealth Management, Inc. | 0 | 0K | -11,038 | -100.0% | 2Q | SEC ↗ |
| 32 | Authentikos Wealth Advisory, LLC | 0 | 0K | -96,340 | -100.0% | 4Q | SEC ↗ |
| 33 | OLD MISSION CAPITAL LLC | 0 | 0K | -35,254 | -100.0% | 2Q | SEC ↗ |
| 34 | FMR LLC | 0 | 0K | -2,260 | -100.0% | 1Q | SEC ↗ |
| 35 | VanWeelden Wealth Management, LLC | 0 | 0K | -226,897 | -100.0% | 1Q | SEC ↗ |
| 36 | Sound Income Strategies, LLC | 0 | 0K | -1,387 | -100.0% | 1Q | SEC ↗ |
| 37 | GeoWealth Management, LLC | 0 | 0K | -129 | -100.0% | 3Q | SEC ↗ |
| 38 | BARCLAYS PLC | 0 | 0K | -200 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| USA FINANCIAL FORMULAS | 78,383 | 2M |
| RAYMOND JAMES FINANCIAL INC | 12,083 | 370K |
| Farther Finance Advisors, LLC | 9,362 | 287K |
| JPMORGAN CHASE & CO | 2,940 | 90K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| VanWeelden Wealth Management, LLC | 226,897 | 7M |
| Authentikos Wealth Advisory, LLC | 96,340 | 3M |
| OLD MISSION CAPITAL LLC | 35,254 | 1M |
| Aegis Wealth Management, Inc. | 11,038 | 338K |
| FMR LLC | 2,260 | 69K |
| Sound Income Strategies, LLC | 1,387 | 43K |
| BARCLAYS PLC | 200 | 6K |
| GeoWealth Management, LLC | 129 | 4K |
Biggest Increases (8)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +51,486 | +217.7% | 75,132 |
| Allianz SE | +11,630 | +2.4% | 503,347 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | +9,191 | +29.7% | 40,158 |
| RFG Advisory, LLC | +6,617 | +3.2% | 213,359 |
| Arax Advisory Partners | +6,360 | +35.4% | 24,335 |
| Discipline Wealth Solutions, LLC | +4,961 | +2.3% | 220,084 |
| MML INVESTORS SERVICES, LLC | +2,177 | +20.9% | 12,602 |
| Cetera Investment Advisers | +428 | +1.6% | 26,829 |
Biggest Decreases (8)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | -195,636 | -62.2% | 118,730 |
| OSAIC HOLDINGS, INC. | -11,448 | -71.1% | 4,642 |
| Kestra Advisory Services, LLC | -7,155 | -4.8% | 142,663 |
| COMMONWEALTH EQUITY SERVICES, LLC | -3,526 | -8.8% | 36,601 |
| STEPHENS INC /AR | -1,329 | -0.7% | 200,115 |
| Transcendent Capital Group LLC | -1,109 | -7.9% | 12,860 |
| HARBOUR INVESTMENTS, INC. | -673 | -10.3% | 5,849 |
| Savant Capital, LLC | -82 | -0.4% | 22,225 |