Allianzim US Bf15 Uncap JUL (JULU)

CUSIP: 00888H570 | NYSE | 79 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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RFG Advisory, LLC205,144

0.1% of portfolio$6.6M

Commonwealth Equity Services, LLC111,789

0.0% of portfolio$3.6M

USA Financial Formulas79,187

0.5% of portfolio$2.6M

Kestra Advisory Services, LLC22,920

0.0% of portfolio$742.6K

Park Avenue Securities LLC18,070

0.0% of portfolio$585.0K

Grantvest Financial Group LLC16,177

0.3% of portfolio$524.1K

NBZ Investment Advisors LLC13,488

0.2% of portfolio$437.0K

Transcendent Capital Group LLC9,597

0.1% of portfolio$310.9K

Range Financial Group LLC9,595

0.1% of portfolio$310.9K

Southland Equity Partners LLC8,697

0.0% of portfolio$281.8K

IFP Advisors, Inc6,145

0.0% of portfolio$199.1K

Mosley Wealth Management1,686

0.0% of portfolio$55.0K

Elevated Capital Advisors, LLC1,364

0.0% of portfolio$44.2K

Creative Financial Designs Inc1,000

0.0% of portfolio$32.4K

Farther Finance Advisors, LLC943

0.0% of portfolio$30.6K

POM Investment Strategies, LLC223

0.0% of portfolio$7.2K

Tounjian Advisory Partners, LLC70

0.0% of portfolio$2.3K

Lloyd Advisory Services, Llc.64

0.0% of portfolio$2.1K

Compass Financial Management LLC16

0.0% of portfolio$518

Assetmark, Inc13

0.0% of portfolio$421

				Style	Turnover	Location	Filed
RFG Advisory, LLC	205,144	$6.6M	0.1%	ETF	Medium	Birmingham, AL	2026-11-03
Commonwealth Equity Services, LLC	111,789	$3.6M	0.0%	ETF	Low	Waltham, MA	2026-11-02
USA Financial Formulas	79,187	$2.6M	0.5%	ETF	Very High	Ada, MI	2026-10-16
Kestra Advisory Services, LLC	22,920	$742.6K	0.0%	Core	Low	Austin, TX	2026-11-02
Park Avenue Securities LLC	18,070	$585.0K	0.0%	ETF	Medium	New York, NY	2026-10-26
Grantvest Financial Group LLC	16,177	$524.1K	0.3%	ETF	Low	Matawan, NJ	2026-10-21
NBZ Investment Advisors LLC	13,488	$437.0K	0.2%	ETF	Low	Knoxville, TN	2026-10-30
Transcendent Capital Group LLC	9,597	$310.9K	0.1%	ETF	Medium	Edmond, OK	2026-10-28
Range Financial Group LLC	9,595	$310.9K	0.1%	GARP	Medium	Tigard, OR	2026-10-21
Southland Equity Partners LLC	8,697	$281.8K	0.0%	ETF	Low	Wildwood, MO	2026-10-14
IFP Advisors, Inc	6,145	$199.1K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Mosley Wealth Management	1,686	$55.0K	0.0%	ETF	High	Anaheim, CA	2026-10-16
Elevated Capital Advisors, LLC	1,364	$44.2K	0.0%	ETF	Medium	Sandy, UT	2026-11-04
Creative Financial Designs Inc	1,000	$32.4K	0.0%	ETF	Medium	Kokomo, IN	2026-11-04
Farther Finance Advisors, LLC	943	$30.6K	0.0%	Index	Low	San Francisco, CA	2026-10-08
POM Investment Strategies, LLC	223	$7.2K	0.0%	ETF	Very High	Raleigh, NC	2026-10-20
Tounjian Advisory Partners, LLC	70	$2.3K	0.0%	Growth	High	Fort Myers, FL	2026-11-04
Lloyd Advisory Services, Llc.	64	$2.1K	0.0%	ETF	Very High	Suwanee, GA	2026-11-02
Compass Financial Management LLC	16	$518	0.0%	Core	N/A	Tampa, FL	2026-10-30
Assetmark, Inc	13	$421	0.0%	ETF	Low	Concord, CA	2026-10-21