JULU

Allianzim US Bf15 Uncap Jul

-$7.1M

Net Activity

Institutions Holding

54

Popularity Rank

#5803

Avg Weight

0.42%

Total Value

$114.4M

Ownership Trend

54 institutions currently hold JULU, with 23 net buyers and 25 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

25

Net Buying Institutions

23

Key Holders

Key Holders

Top 5 by Value

AW
AE Wealth Management LLC
$43.0M
AS
Allianz SE
$11.4M
SA
Sanctuary Advisors, LLC
$7.5M
AW
Authentikos Wealth Advisory, LLC
$7.0M
RA
RFG Advisory, LLC
$5.6M

Top 5 by Conviction

WF
Wellment Financial
4.79%
AW
Authentikos Wealth Advisory, LLC
4.74%
PI
POM Investment Strategies, LLC
3.68%
IW
Integrated Wealth Management
1.24%
FI
FWG Investments, LLC.
1.07%
View all 54 holding institutions

Quarterly Activity

Recent Activity

+$73.8M

Total Buy Value

$51.6M

Total Sell Value

New buy8
Trim21
Add15
Sold out4

23

Net Buyers

25

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ALLIANZIM US BF15 UNCAP JUL (JULU)?
Major stakeholders currently include AE Wealth Management LLC ($43.0M), Allianz SE ($11.4M), Sanctuary Advisors, LLC ($7.5M). Based on the latest 13F filings, there are a total of 54 tracked investment funds and institutions maintaining positions in JULU.
What is the overall institutional sentiment toward JULU recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $7.1M, driven by 23 managers accumulating shares while 25 reduced their exposure.
Which institutions have been selling or reducing their JULU positions?
In the latest period, 21 funds trimmed their holdings, and 4 managers completely exited their positions. The aggregate reported sell value was $51.6M.
Are there any notable investors adding JULU to their portfolios?
Yes, buying activity remains notable. 8 institutions opened new positions in {ticker}, and 15 existing holders added to their shares. The total reported buy value for the quarter amounted to $73.8M.

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