Who owns JUNW?
AllianzIM U.S. Equity Buffer20 ETF - Jun · AllianzIM
80 institutions reported holding JUNW, worth $273.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of JUNW
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| AE Wealth Management LLC | Topeka, KS | $93.6M | 2,723,158 | +2,716,361 shares |
| Lloyd Advisory Services, LLC. | Suwanee, GA | $18.4M | 533,703 | New position |
| Access Financial Services, Inc. | Minneapolis, MN | $15.6M | 453,357 | New position |
| LPL Financial LLC | Fort Mill, SC | $8.3M | 241,376 | +120,016 shares |
| POM Investment Strategies, LLC | Raleigh, NC | $8.0M | 232,763 | New position |
| Commonwealth Equity Services, LLC | Waltham, MA | $7.8M | 226,189 | +105,845 shares |
| Authentikos Wealth Advisory, LLC | Morgan Hill, CA | $7.6M | 219,883 | New position |
| Osaic Holdings, Inc. | Scottsdale, AZ | $7.0M | 203,050 | +100,738 shares |
| Allianz SE | Munich, Germany | $6.7M | 195,471 | +36,032 shares |
| Ausdal Financial Partners, Inc. | Davenport, IA | $6.0M | 175,907 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns JUNW?
80 institutional managers reported holding JUNW in Form 13F filings for June 30, 2026, worth $273.3M in total. The largest reported position was held by AE Wealth Management LLC, at $93.6M.
Did institutions buy or sell JUNW last quarter?
Reported 13F value rose 535.6% from March 31, 2026, which includes price moves as well as buying and selling. 45 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is JUNW ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.