JULT AllianzIM U.S. Large Cap Buffer10 Jul ETF
BATS close Oct 5, 2026JULT Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
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10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Not enough fundamentals data to compute this ratio group yet.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Not enough fundamentals data to compute this ratio group yet.
Financial Health Debt, liquidity, solvency — balance sheet strength
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Not enough fundamentals data to compute this ratio group yet.
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Not enough fundamentals data to compute this ratio group yet.
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Dec 15, 2020 | $1.03 | USD | — |
Institutional owners (13F) 48 filers · $43.5M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 4 (0 vs prior Q) | 7 (+6 vs prior Q) | 5 (-4 vs prior Q) | 18 (-3 vs prior Q) | -629K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | $5,906,380 | 123,629 | 13.57% | Shares |
| Safe Harbor Wealth Advisors, LLC | $5,600,878 | 124,524 | 12.87% | Shares |
| OSAIC HOLDINGS, INC. | $4,316,700 | 90,346 | 9.92% | Shares |
| RAYMOND JAMES FINANCIAL INC | $4,123,842 | 86,318 | 9.48% | Shares |
| LPL Financial LLC | $3,249,225 | 68,011 | 7.47% | Shares |
| Rothschild Wealth LLC | $2,596,763 | 54,354 | 5.97% | Shares |
| Cetera Investment Advisers | $1,787,741 | 37,420 | 4.11% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $1,538,702 | 32,207 | 3.54% | Shares |
| JIM SAULNIER & ASSOCIATES, LLC | $1,283,810 | 26,872 | 2.95% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1,272,296 | 26,631 | 2.92% | Shares |
| Grantvest Financial Group LLC | $1,022,911 | 21,411 | 2.35% | Shares |
| Siligmueller & Norvid Wealth Advisors LLC | $997,997 | 22,747 | 2.29% | Shares |
| Atria Wealth Solutions, Inc. | $995,946 | 23,855 | 2.29% | Shares |
| Bison Wealth, LLC | $894,365 | 18,656 | 2.05% | Shares |
| MML INVESTORS SERVICES, LLC | $719,826 | 15,067 | 1.65% | Shares |
| MONEY CONCEPTS CAPITAL CORP | $644,915 | 13,499 | 1.48% | Shares |
| Nvest Financial, LLC | $586,725 | 12,281 | 1.35% | Shares |
| FOUNDERS FINANCIAL SECURITIES LLC | $573,300 | 12,000 | 1.32% | Shares |
| OLD MISSION CAPITAL LLC | $459,069 | 9,609 | 1.05% | Shares |
| JANE STREET GROUP, LLC | $443,018 | 9,273 | 1.02% | Shares |
| Focus Financial Network, Inc. | $412,155 | 8,627 | 0.95% | Shares |
| INDEPENDENT FINANCIAL GROUP, LLC | $378,665 | 7,926 | 0.87% | Shares |
| HARBOUR INVESTMENTS, INC. | $375,082 | 7,851 | 0.86% | Shares |
| Kestra Advisory Services, LLC | $345,318 | 7,228 | 0.79% | Shares |
| Sanctuary Advisors, LLC | $326,399 | 6,832 | 0.75% | Shares |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $315,793 | 6,610 | 0.73% | Shares |
| Aegis Wealth Management, Inc. | $285,599 | 5,978 | 0.66% | Shares |
| INTEGRITY ALLIANCE, LLC. | $282,350 | 5,910 | 0.65% | Shares |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $276,306 | 5,748 | 0.63% | Shares |
| Elevation Wealth Management LLC | $254,163 | 5,320 | 0.58% | Shares |
| Cassady Wealth & Retirement Planning, LLC | $225,641 | 4,723 | 0.52% | Shares |
| Greenbush Financial Group, LLC | $212,121 | 4,440 | 0.49% | Shares |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $208,729 | 4,369 | 0.48% | Shares |
| JPMORGAN CHASE & CO | $101,341 | 2,121 | 0.23% | Shares |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $78,303 | 1,639 | 0.18% | Shares |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | $67,630 | 1,768 | 0.16% | Shares |
| Allianz SE | $62,585 | 1,310 | 0.14% | Shares |
| Kingdom Financial Group LLC. | $58,286 | 1,220 | 0.13% | Shares |
| Allianz Investment Management U.S. LLC | $57,475 | 1,310 | 0.13% | Shares |
| AdvisorNet Financial, Inc | $47,775 | 1,000 | 0.11% | Shares |
| UBS Group AG | $41,230 | 863 | 0.09% | Shares |
| AE Wealth Management LLC | $36,261 | 759 | 0.08% | Shares |
| Farther Finance Advisors, LLC | $30,385 | 636 | 0.07% | Shares |
| MORGAN STANLEY | $23,792 | 498 | 0.05% | Shares |
| Pineridge Advisors LLC | $2,501 | 57 | 0.01% | Shares |
| CENTAURUS FINANCIAL, INC. | $587 | 12,282 | 0.00% | Shares |
| Cambridge Investment Research Advisors, Inc. | $526 | 11,004 | 0.00% | Shares |
| Capital A Wealth Management, LLC | $302 | 9 | 0.00% | Shares |
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