Across its top 20 institutional holders, FLJJ's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 13/100, avg. turnover score 36/100).

Quarterly Activity

Recent Activity

+$11.7M

Total Buy Value

$3.6M

Total Sell Value

New buy13

Trim4

Add5

Sold out3

Net Buyers

Net Sellers

Smart Money Convergence

FLJJ does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-03-31 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

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

CUSIP

00888H638

FAQ

Who are the top institutional investors holding ALLIANZIM US 6M FLR5 JAN-JUL (FLJJ)?

Major stakeholders currently include AE Wealth Management LLC ($5.8M), Csenge Advisory Group ($1.1M), Howard Bailey Securities, LLC ($844.6K). Based on the latest 13F filings, there are a total of 24 tracked investment funds and institutions maintaining positions in FLJJ.

What is the overall institutional sentiment toward FLJJ recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $8.9M, driven by 18 managers accumulating shares while 7 reduced their exposure.

Which institutions have been selling or reducing their FLJJ positions?

In the latest period, 4 funds trimmed their holdings, and 3 managers completely exited their positions. The aggregate reported sell value was $3.6M.

Are there any notable investors adding FLJJ to their portfolios?

Yes, buying activity remains notable. 13 institutions opened new positions in {ticker}, and 5 existing holders added to their shares. The total reported buy value for the quarter amounted to $11.7M.