AIM ETF PRODUCTS TRUST (DECT)
Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.
48
Reporting holders
$103.1M
Reported value
0.0%
Calls
0.0%
Puts
+7
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| AE Wealth Management LLC | $58.0M | 1,476,569 | 0.27% | 15q | -1.2%-$675.5K |
| FWG Investments, LLC. | $4.4M | 111,567 | 2.32% | 7q | +12.8%+$498.2K |
| Wellment Financial | $3.9M | 99,732 | 4.46% | 7q | -5.1%-$208.7K |
| OSAIC HOLDINGS, INC. | $3.6M | 92,833 | 0.00% | 15q | HELD |
| SMART Wealth LLC | $3.4M | 86,727 | 0.73% | 3q | -16.5%-$671.5K |
| RAYMOND JAMES FINANCIAL INC | $3.1M | 79,911 | 0.00% | 7q | -1.0%-$30.9K |
| LPL Financial LLC | $2.9M | 73,073 | 0.00% | 8q | -4.1%-$121.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.5M | 63,824 | 0.00% | 15q | -2.5%-$64.7K |
| FSA Advisors, Inc. | $2.4M | 60,882 | 0.55% | 7q | +101.0%+$1.2M |
| Richmond Brothers, Inc. | $2.4M | 60,114 | 1.23% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.8M | 44,778 | 0.00% | 4q | +327.1%+$1.3M |
| Strategic Blueprint, LLC | $1.8M | 44,727 | 0.09% | 11q | HELD |
| Cetera Investment Advisers | $1.6M | 41,528 | 0.00% | 9q | -4.4%-$74.4K |
| WealthPlan Investment Management, LLC | $1.4M | 35,940 | 0.07% | 6q | -2.7%-$38.8K |
| CITADEL ADVISORS LLC | $1.4M | 34,568 | 0.00% | 3q | +228.3%+$943.9K |
| Lloyd Advisory Services, LLC. | $1.2M | 29,998 | 0.46% | 3q | +1247.0%+$1.1M |
| Quest 10 Wealth Builders, Inc. | $1.2M | 29,579 | 0.90% | 7q | +3.4%+$38.7K |
| Nvest Financial, LLC | $1.0M | 26,039 | 0.32% | 7q | -7.1%-$77.6K |
| OLD MISSION CAPITAL LLC | $998.7K | 25,436 | 0.02% | 5q | -47.7%-$909.7K |
| Csenge Advisory Group | $621.5K | 15,829 | 0.03% | 7q | -28.1%-$243.0K |
| WealthPLAN Partners, LLC | $561.5K | 14,301 | 0.11% | 6q | -20.1%-$141.6K |
| Sanctuary Advisors, LLC | $482.5K | 12,290 | 0.00% | 3q | HELD |
| Kestra Advisory Services, LLC | $297.3K | 7,573 | 0.00% | 15q | -53.5%-$341.5K |
| LifeWealth Investments, LLC | $286.2K | 7,289 | 0.08% | 7q | -13.0%-$42.6K |
| HARBOUR INVESTMENTS, INC. | $282.0K | 7,182 | 0.00% | 11q | -27.3%-$105.7K |
| TOUNJIAN ADVISORY PARTNERS, LLC | $226.9K | 5,780 | 0.10% | new | NEW |
| Grantvest Financial Group LLC | $211.8K | 5,395 | 0.12% | new | NEW |
| DAVENPORT & Co LLC | $210.1K | 5,350 | 0.00% | new | NEW |
| Allianz SE | $196.3K | 5,000 | 0.00% | 3q | HELD |
| Mosley Wealth Management | $153.0K | 3,897 | 0.05% | new | NEW |
| Elevated Capital Advisors, LLC | $117.0K | 2,980 | 0.03% | 2q | -1.9%-$2.3K |
| Decker Retirement Planning Inc. | $86.5K | 2,204 | 0.03% | 3q | +242.8%+$61.3K |
| Networth Advisors, LLC | $82.7K | 2,106 | 0.05% | 3q | -0.9% |
| Kingdom Financial Group LLC. | $79.9K | 2,035 | 0.02% | 3q | -8.6%-$7.5K |
| IFG Advisory, LLC | $76.3K | 1,944 | 0.00% | new | NEW |
| AdvisorNet Financial, Inc | $57.3K | 1,460 | 0.00% | 13q | HELD |
| Key Capital Management, INC | $54.2K | 1,381 | 0.03% | 3q | +16.9%+$7.9K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $40.8K | 1,040 | 0.01% | 10q | HELD |
| COMPASS FINANCIAL MANAGEMENT LLC | $29.5K | 734 | 0.00% | new | FIRST |
| LANARK FINANCIAL, INC. | $19.6K | 500 | 0.00% | 6q | HELD |
| BARCLAYS PLC | $17.4K | 444 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $11.6K | 298 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $10.0K | 255 | 0.00% | new | NEW |
| ASSETMARK, INC | $6.3K | 160 | 0.00% | 2q | HELD |
| CoreCap Advisors, LLC | $6.2K | 157 | 0.00% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $3.8K | 97 | 0.00% | 8q | -18.5% |
| Montgomery Financial Services LLC | $2.9K | 73 | 0.00% | new | FIRST |
| IFP Advisors, Inc | $2.7K | 70 | 0.00% | 5q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 48 | $103.1M | 2,625,649 | 10 | 8 | 19 | 0.0% |
| Q1 2026 | 41 | $90.7M | 2,551,528 | 6 | 11 | 16 | 0.0% |
| Q4 2025 | 40 | $96.7M | 2,637,140 | 10 | 8 | 14 | 0.0% |
| Q3 2025 | 36 | $100.8M | 2,844,671 | 4 | 10 | 12 | 0.0% |
| Q2 2025 | 40 | $88.8M | 2,660,319 | 6 | 10 | 10 | 0.0% |
| Q1 2025 | 39 | $93.3M | 3,010,990 | 9 | 15 | 6 | 0.0% |
| Q4 2024 | 33 | $79.4M | 2,491,403 | 13 | 8 | 4 | 0.0% |
| Q3 2024 | 20 | $10.6M | 335,046 | 5 | 0 | 8 | 0.0% |
| Q2 2024 | 20 | $12.4M | 400,753 | 4 | 4 | 6 | 0.0% |
| Q1 2024 | 22 | $37.7M | 1,249,788 | 5 | 3 | 9 | 0.0% |
| Q4 2023 | 21 | $44.6M | 1,548,051 | 10 | 4 | 4 | 0.0% |
| Q3 2023 | 16 | $21.2M | 809,018 | 2 | 3 | 7 | 0.0% |
| Q2 2023 | 15 | $21.2M | 780,099 | 2 | 1 | 9 | 0.0% |
| Q1 2023 | 17 | $24.5M | 965,807 | 7 | 5 | 0 | 0.0% |
| Q4 2022 | 10 | $19.0M | 791,657 | 8 | 0 | 0 | 0.0% |