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JUNT Institutional Ownership

AllianzIM U.S. Equity Buffer10 Jun ETF
1W: -0.1% 1M: +0.6% 3M: +2.2% YTD: +6.6% 1Y: +8.9% 3Y: +47.4%
$38.76
+0.19 (+0.50%)
 
Weekly Expected Move ±1.1%
$38 $38 $39 $39 $40
ETF CBOE · AUM $118.2M

Institutional Ownership — JUNT

52
Institutional Holders
+24 vs prior quarter
0.0%
Ownership
+0.00pp
94M
Total Invested
26
New Positions
13
Increased
9
Reduced
4
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (54 total)

# Holder Shares Value Change Change % Holding Period Filing
1 AE Wealth Management LLC 1,246,333 $48M +1,245,455 +141851.4% 9Q SEC ↗
2 Authentikos Wealth Advisory, LLC NEW 254,440 $10M — +0.0% 1Q SEC ↗
3 LPL Financial LLC 131,293 $5M +103,040 +364.7% 4Q SEC ↗
4 OSAIC HOLDINGS, INC. 114,521 $4M +80,768 +239.3% 13Q SEC ↗
5 FWG Investments, LLC. NEW 96,468 $4M — +0.0% 1Q SEC ↗
6 Wellment Financial NEW 82,030 $3M — +0.0% 1Q SEC ↗
7 COMMONWEALTH EQUITY SERVICES, LLC 79,880 $3M +30,055 +60.3% 13Q SEC ↗
8 SMART Wealth LLC NEW 74,836 $3M — +0.0% 1Q SEC ↗
9 RAYMOND JAMES FINANCIAL INC 74,343 $3M +17,532 +30.9% 7Q SEC ↗
10 Richmond Brothers, Inc. NEW 52,590 $2M — +0.0% 1Q SEC ↗
11 Quest 10 Wealth Builders, Inc. NEW 25,779 $999K — +0.0% 1Q SEC ↗
12 Lloyd Advisory Services, LLC. 25,732 $997K +23,632 +1125.3% 2Q SEC ↗
13 FSA Advisors, Inc. NEW 25,332 $982K — +0.0% 1Q SEC ↗
14 Nvest Financial, LLC 24,818 $962K +6,366 +34.5% 9Q SEC ↗
15 Cetera Investment Advisers 19,749 $765K -31,556 -61.5% 10Q SEC ↗
16 Golden Reserve Retirement LLC NEW 18,600 $721K — +0.0% 1Q SEC ↗
17 PANORAMIC INVESTMENT ADVISORS, LLC 16,350 $634K +5,300 +48.0% 8Q SEC ↗
18 JANE STREET GROUP, LLC NEW 12,580 $488K — +0.0% 1Q SEC ↗
19 CITADEL ADVISORS LLC NEW 11,244 $436K — +0.0% 1Q SEC ↗
20 Csenge Advisory Group NEW 10,494 $407K — +0.0% 1Q SEC ↗
21 HARBOUR INVESTMENTS, INC. 10,317 $400K +5,510 +114.6% 13Q SEC ↗
22 ENVESTNET ASSET MANAGEMENT INC 7,894 $306K -31,228 -79.8% 5Q SEC ↗
23 SUSQUEHANNA INTERNATIONAL GROUP, LLP 7,128 $276K -18,646 -72.3% 4Q SEC ↗
24 First Heartland Consultants, Inc. NEW 7,077 $274K — +0.0% 1Q SEC ↗
25 Focus Financial Network, Inc. 6,791 $263K +488 +7.7% 9Q SEC ↗
26 Foundations Investment Advisors, LLC NEW 6,576 $255K — +0.0% 1Q SEC ↗
27 Accurate Wealth Management, LLC NEW 6,040 $234K — +0.0% 1Q SEC ↗
28 CENTAURUS FINANCIAL, INC. 5,974 $232K +3,001 +100.9% 5Q SEC ↗
29 LifeWealth Investments, LLC NEW 5,844 $226K — +0.0% 1Q SEC ↗
30 JIM SAULNIER & ASSOCIATES, LLC NEW 5,388 $209K — +0.0% 1Q SEC ↗
31 TOUNJIAN ADVISORY PARTNERS, LLC NEW 5,008 $194K — +0.0% 1Q SEC ↗
32 Allianz SE 5,000 $194K — +0.0% 3Q SEC ↗
33 Kingdom Financial Group LLC. 3,848 $149K +1,748 +83.2% 3Q SEC ↗
34 BLUE BELL PRIVATE WEALTH MANAGEMENT, L 3,563 $138K — +0.0% 12Q SEC ↗
35 Mosley Wealth Management NEW 3,431 $133K — +0.0% 1Q SEC ↗
36 Barnes Dennig Private Wealth Managemen 2,133 $83K -33 -1.5% 5Q SEC ↗
37 Spire Wealth Management 2,133 $83K -33 -1.5% 5Q SEC ↗
38 Decker Retirement Planning Inc. NEW 1,924 $75K — +0.0% 1Q SEC ↗
39 Networth Advisors, LLC NEW 1,814 $70K — +0.0% 1Q SEC ↗
40 Key Capital Management, INC NEW 1,195 $46K — +0.0% 1Q SEC ↗
41 LANARK FINANCIAL, INC. 1,000 $39K — +0.0% 5Q SEC ↗
42 IFP Advisors, Inc 878 $34K +778 +778.0% 5Q SEC ↗
43 AdvisorNet Financial, Inc 700 $27K — +0.0% 5Q SEC ↗
44 Elevated Capital Advisors, LLC NEW 681 $26K — +0.0% 1Q SEC ↗
45 NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW 221 $9K — +0.0% 1Q SEC ↗
46 Farther Finance Advisors, LLC NEW 170 $7K — +0.0% 1Q SEC ↗
47 CoreCap Advisors, LLC NEW 135 $5K — +0.0% 1Q SEC ↗
48 Montgomery Financial Services LLC NEW 63 $2K — +0.0% 1Q SEC ↗
49 Kestra Advisory Services, LLC 0 $0K -2,574 -100.0% 1Q SEC ↗
50 Avise Financial Cooperative, Inc. 0 $0K -14,268 -100.0% 2Q SEC ↗
Biggest Increases (13)
HolderAddedChange %Total Shares
AE Wealth Management LLC +1,245,455 +141851.4% 1,246,333
LPL Financial LLC +103,040 +364.7% 131,293
OSAIC HOLDINGS, INC. +80,768 +239.3% 114,521
COMMONWEALTH EQUITY SERVICES, LLC +30,055 +60.3% 79,880
Lloyd Advisory Services, LLC. +23,632 +1125.3% 25,732
RAYMOND JAMES FINANCIAL INC +17,532 +30.9% 74,343
Nvest Financial, LLC +6,366 +34.5% 24,818
HARBOUR INVESTMENTS, INC. +5,510 +114.6% 10,317
PANORAMIC INVESTMENT ADVISORS, LLC +5,300 +48.0% 16,350
CENTAURUS FINANCIAL, INC. +3,001 +100.9% 5,974
Kingdom Financial Group LLC. +1,748 +83.2% 3,848
IFP Advisors, Inc +778 +778.0% 878
Focus Financial Network, Inc. +488 +7.7% 6,791
Biggest Decreases (5)
HolderReducedChange %Total Shares
Cetera Investment Advisers -31,556 -61.5% 19,749
ENVESTNET ASSET MANAGEMENT INC -31,228 -79.8% 7,894
SUSQUEHANNA INTERNATIONAL GROUP, LL -18,646 -72.3% 7,128
Barnes Dennig Private Wealth Manage -33 -1.5% 2,133
Spire Wealth Management -33 -1.5% 2,133

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms