AIM ETF PRODUCTS TRUST (FEBW)
Institutional ownership reported to the SEC as of Q2 2026, across 14 quarters.
65
Reporting holders
$140.4M
Reported value
0.0%
Held as options
+16
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| AE Wealth Management LLC | $33.3M | 938,280 | 0.16% | 14q | +12975.3%+$33.1M |
| LPL Financial LLC | $10.4M | 293,322 | 0.00% | 11q | +0.6%+$65.9K |
| Kestra Advisory Services, LLC | $9.7M | 271,861 | 0.03% | 14q | -9.5%-$1.0M |
| OSAIC HOLDINGS, INC. | $9.0M | 254,242 | 0.01% | 14q | -27.4%-$3.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $8.6M | 242,499 | 0.01% | 14q | -6.0%-$548.0K |
| POM Investment Strategies, LLC | $7.2M | 203,177 | 8.18% | new | NEW |
| Allianz SE | $6.8M | 191,866 | 0.07% | 3q | +22.6%+$1.3M |
| Wellment Financial | $5.1M | 142,672 | 5.78% | new | NEW |
| AMERICAN ASSET MANAGEMENT INC. | $5.0M | 140,875 | 4.08% | 6q | -7.5%-$406.9K |
| Outlook Wealth Advisors, LLC | $3.8M | 108,127 | 0.83% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $3.8M | 107,751 | 0.00% | 7q | -1.2%-$45.2K |
| Spire Wealth Management | $3.0M | 85,018 | 0.09% | 7q | HELD |
| FSA Advisors, Inc. | $2.9M | 80,630 | 0.66% | new | NEW |
| Cetera Investment Advisers | $2.6M | 73,583 | 0.00% | 14q | +6.8%+$166.7K |
| Networth Advisors, LLC | $2.1M | 60,456 | 1.25% | new | NEW |
| World Investment Advisors | $2.0M | 56,841 | 0.03% | 2q | -5.6%-$119.7K |
| HARBOUR INVESTMENTS, INC. | $2.0M | 56,491 | 0.03% | 14q | -8.9%-$195.6K |
| Integrated Wealth Management | $1.9M | 54,581 | 2.05% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 48,188 | 0.00% | 5q | +437.8%+$1.4M |
| Focus Financial Network, Inc. | $1.3M | 36,456 | 0.04% | 10q | HELD |
| JIM SAULNIER & ASSOCIATES, LLC | $1.2M | 34,981 | 0.50% | 6q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $1.0M | 28,856 | 0.00% | 14q | -23.7%-$318.7K |
| Forty-three Eighteen Advisors, LLC | $938.9K | 26,417 | 0.63% | 3q | HELD |
| Lloyd Advisory Services, LLC. | $883.4K | 24,857 | 0.34% | 3q | +3826.9%+$860.9K |
| Farther Finance Advisors, LLC | $852.7K | 23,993 | 0.01% | 8q | -2.3%-$20.4K |
| TOUNJIAN ADVISORY PARTNERS, LLC | $833.5K | 23,453 | 0.36% | new | NEW |
| Joseph P. Lucia & Associates, LLC | $830.9K | 23,380 | 0.25% | 6q | -5.2%-$45.8K |
| OLD MISSION CAPITAL LLC | $802.5K | 22,579 | 0.01% | 9q | -27.4%-$303.4K |
| First Heartland Consultants, Inc. | $767.6K | 21,597 | 0.05% | 4q | HELD |
| Blackston Financial Advisory Group, LLC | $741.6K | 20,867 | 0.42% | new | NEW |
| Fortis Capital Management LLC | $681.7K | 19,182 | 0.08% | 6q | HELD |
| INDEPENDENT FINANCIAL GROUP, LLC | $656.7K | 18,479 | 0.01% | 6q | HELD |
| SMART Wealth LLC | $597.5K | 16,812 | 0.13% | new | NEW |
| MML INVESTORS SERVICES, LLC | $524.8K | 14,765 | 0.00% | 6q | +17.2%+$76.9K |
| SRH ADVISORS, LLC | $515.3K | 14,500 | 0.13% | 2q | HELD |
| Tyche Wealth Partners LLC | $489.6K | 13,775 | 0.07% | 2q | HELD |
| Csenge Advisory Group | $485.5K | 13,660 | 0.02% | new | NEW |
| Stonebridge Financial Group, LLC / MO | $482.3K | 13,571 | 0.32% | 3q | HELD |
| Westshore Wealth, LLC | $396.0K | 11,141 | 0.12% | 2q | -28.3%-$156.6K |
| Mosley Wealth Management | $368.8K | 10,377 | 0.12% | new | NEW |
| Concurrent Investment Advisors, LLC | $315.4K | 8,874 | 0.00% | 4q | -3.5%-$11.5K |
| Castle Rock Wealth Management, LLC | $303.7K | 8,536 | 0.06% | 7q | +10.0%+$27.6K |
| Foundations Investment Advisors, LLC | $292.5K | 8,230 | 0.00% | 2q | -8.9%-$28.6K |
| Secure Asset Management, LLC | $284.4K | 8,001 | 0.04% | 5q | HELD |
| Moors & Cabot, Inc. | $271.9K | 7,650 | 0.01% | 3q | -6.1%-$17.8K |
| ACCESS FINANCIAL SERVICES, INC. | $255.5K | 7,190 | 0.08% | 2q | -65.7%-$490.1K |
| Modern Wealth Management, LLC | $242.9K | 6,833 | 0.00% | 5q | -90.6%-$2.4M |
| Global Retirement Partners, LLC | $229.7K | 6,463 | 0.00% | 5q | HELD |
| KINTRA WEALTH, LLC | $203.0K | 5,612 | 0.01% | new | NEW |
| Avidian Wealth Enterprises, LLC | $202.8K | 5,707 | 0.01% | new | NEW |
| Gallagher Fiduciary Advisors, LLC | $200.3K | 5,635 | 0.01% | 10q | -20.4%-$51.2K |
| Quest 10 Wealth Builders, Inc. | $180.3K | 5,074 | 0.14% | new | NEW |
| Luminist Capital LLC | $174.3K | 4,904 | 0.20% | 7q | HELD |
| LANARK FINANCIAL, INC. | $166.1K | 4,673 | 0.01% | 12q | -14.6%-$28.3K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $117.7K | 3,312 | 0.01% | 14q | -3.1%-$3.7K |
| Innovative Asset Advisors Group, LLC | $93.6K | 2,633 | 0.04% | new | NEW |
| Key Capital Management, INC | $55.3K | 1,555 | 0.03% | new | NEW |
| IFP Advisors, Inc | $39.1K | 1,100 | 0.00% | 6q | +0.9% |
| Kingdom Financial Group LLC. | $29.5K | 830 | 0.01% | 3q | +31.1%+$7.0K |
| UBS Group AG | $25.7K | 724 | 0.00% | new | NEW |
| Decker Retirement Planning Inc. | $22.2K | 625 | 0.01% | new | NEW |
| PFS Partners, LLC | $21.3K | 600 | 0.01% | 5q | HELD |
| EVOLUTION WEALTH MANAGEMENT INC. | $18.7K | 526 | 0.01% | new | NEW |
| Financial Network Wealth Advisors LLC | $12.3K | 345 | 0.01% | 7q | HELD |
| ASSETMARK, INC | $8.9K | 250 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $2.0K | 55,276 | 0.00% | 14q | +100.0% |
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 | 65 | $140.4M | 3,950,040 | 20 | 10 | 20 | 0.0% |
| Q1 2026 | 49 | $82.3M | 2,456,280 | 9 | 20 | 9 | 0.0% |
| Q4 2025 | 46 | $70.5M | 2,074,885 | 5 | 7 | 16 | 0.0% |
| Q3 2025 | 41 | $57.7M | 1,748,148 | 3 | 7 | 13 | 0.0% |
| Q2 2025 | 41 | $59.4M | 1,859,594 | 7 | 9 | 13 | 0.0% |
| Q1 2025 | 38 | $55.9M | 1,841,188 | 12 | 12 | 6 | 0.0% |
| Q4 2024 | 31 | $33.9M | 1,093,906 | 5 | 6 | 13 | 0.0% |
| Q3 2024 | 32 | $34.6M | 1,138,809 | 3 | 3 | 14 | 0.0% |
| Q2 2024 | 37 | $40.2M | 1,356,018 | 9 | 5 | 13 | 0.0% |
| Q1 2024 | 40 | $114.6M | 3,958,691 | 21 | 13 | 4 | 0.0% |
| Q4 2023 | 26 | $34.8M | 1,246,541 | 6 | 4 | 11 | 0.0% |
| Q3 2023 | 22 | $27.3M | 1,043,504 | 3 | 2 | 12 | 0.0% |
| Q2 2023 | 22 | $44.1M | 1,669,897 | 6 | 6 | 4 | 0.0% |
| Q1 2023 | 18 | $29.9M | 1,183,344 | 18 | 0 | 0 | 0.0% |