JULW — Allianzim U.S. Equity Buffer20 Jul ETF Institutional Holders · Q3 2026
Who owns Allianzim U.S. Equity Buffer20 Jul ETF (JULW)? 3 institutions reported holding $1.67M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Castle Rock Wealth Management, LLC ($1.0M), Farther Finance Advisors, LLC ($646,747), CoreCap Advisors, LLC ($3,320).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Castle Rock Wealth Management, LLC | $1.0M | 24,250 | Trimmed |
| 2 | Farther Finance Advisors, LLC | $646,747 | 15,582 | Added |
| 3 | CoreCap Advisors, LLC | $3,320 | 80 | New |
Source: SEC Form 13F filings · as of 2026-09-30