AIM ETF PRODUCTS TRUST (NVBT)
Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.
26
Reporting holders
$22.2M
Reported value
0.0%
Calls
0.0%
Puts
-1
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 |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | $4.5M | 112,774 | 0.00% | 7q | HELD |
| LPL Financial LLC | $2.7M | 68,750 | 0.00% | 5q | -17.2%-$566.1K |
| OSAIC HOLDINGS, INC. | $2.5M | 63,949 | 0.00% | 15q | -7.5%-$205.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.4M | 60,072 | 0.00% | 11q | -1.8%-$43.1K |
| CITADEL ADVISORS LLC | $1.6M | 40,010 | 0.00% | 3q | +103.0%+$803.8K |
| Cetera Investment Advisers | $1.3M | 34,078 | 0.00% | 7q | -11.6%-$176.7K |
| ENVESTNET ASSET MANAGEMENT INC | $884.1K | 22,326 | 0.00% | 3q | +204.5%+$593.7K |
| Grantvest Financial Group LLC | $768.9K | 19,418 | 0.45% | 7q | -1.5%-$12.0K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $767.4K | 19,379 | 0.01% | 15q | HELD |
| OLD MISSION CAPITAL LLC | $589.2K | 14,879 | 0.01% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $521.6K | 13,171 | 0.00% | 8q | -45.6%-$437.6K |
| Kestra Advisory Services, LLC | $504.4K | 12,739 | 0.00% | 7q | -31.2%-$228.4K |
| Lido Advisors, LLC | $449.2K | 11,345 | 0.00% | 3q | -57.8%-$616.5K |
| Innovative Asset Advisors Group, LLC | $434.0K | 10,959 | 0.19% | new | NEW |
| Sanctuary Advisors, LLC | $410.6K | 10,370 | 0.00% | 3q | HELD |
| HARBOUR INVESTMENTS, INC. | $388.5K | 9,812 | 0.01% | 11q | -16.6%-$77.4K |
| CENTAURUS FINANCIAL, INC. | $378.0K | 9,541 | 0.01% | 2q | HELD |
| Nvest Financial, LLC | $313.3K | 7,912 | 0.10% | 3q | HELD |
| Accurate Wealth Management, LLC | $311.0K | 7,795 | 0.03% | 3q | -16.1%-$59.7K |
| Allianz SE | $198.0K | 5,000 | 0.00% | 3q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $190.3K | 4,806 | 0.02% | 11q | HELD |
| Spire Wealth Management | $46.1K | 1,163 | 0.00% | 7q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $8.8K | 223 | 0.00% | 8q | -16.8%-$1.8K |
| IFP Advisors, Inc | $4.0K | 100 | 0.00% | 2q | HELD |
| BARCLAYS PLC | $2.9K | 72 | 0.00% | new | NEW |
| AE Wealth Management LLC | $1.9K | 47 | 0.00% | 2q | 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 | 26 | $22.2M | 560,690 | 3 | 2 | 11 | 0.0% |
| Q1 2026 | 27 | $20.9M | 582,581 | 5 | 5 | 10 | 0.0% |
| Q4 2025 | 22 | $20.5M | 556,892 | 8 | 9 | 2 | 0.0% |
| Q3 2025 | 19 | $14.1M | 390,800 | 1 | 5 | 9 | 0.0% |
| Q2 2025 | 23 | $34.6M | 1,008,744 | 2 | 7 | 7 | 0.0% |
| Q1 2025 | 24 | $32.2M | 1,008,669 | 4 | 5 | 8 | 0.0% |
| Q4 2024 | 21 | $32.0M | 979,470 | 8 | 6 | 4 | 0.0% |
| Q3 2024 | 13 | $5.9M | 186,828 | 3 | 2 | 2 | 0.0% |
| Q2 2024 | 11 | $6.2M | 198,825 | 2 | 2 | 4 | 0.0% |
| Q1 2024 | 10 | $5.5M | 182,069 | 0 | 1 | 4 | 0.0% |
| Q4 2023 | 12 | $7.6M | 261,674 | 6 | 2 | 2 | 0.0% |
| Q3 2023 | 6 | $7.7M | 279,202 | 0 | 0 | 3 | 0.0% |
| Q2 2023 | 8 | $13.3M | 467,895 | 2 | 0 | 5 | 0.0% |
| Q1 2023 | 7 | $14.3M | 539,344 | 0 | 2 | 3 | 0.0% |
| Q4 2022 | 8 | $14.8M | 591,322 | 8 | 0 | 0 | 0.0% |