§ EQUITY
USDJULW
ALIANZIM US EQ BFR20 JUL-USD
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 1.3M | 0.1% | −3% |
| AE Wealth Management LLC | 809K | 0.2% | −1% |
| LPL Financial LLC | 253K | 0.0% | −1% |
| OSAIC HOLDINGS, INC. | 247K | 0.0% | −25% |
| Cetera Investment Advisers | 228K | 0.0% | −1% |
| AMERICAN ASSET MANAGEMENT INC. | 151K | 5.1% | −1% |
◇ AC INTELLIGENCE
Top institutional owners for JULW as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER97.5% · 64 holders
INCOME / DEFENSIVE2.4% · 2 holders
DEALER / BANK0.1% · 3 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for JULW in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention JULW yet.