AIM ETF PRODUCTS TRUST (NVBW)
Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.
46
Reporting holders
$68.4M
Reported value
0.0%
Held as options
+4
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 |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | $8.4M | 235,388 | 0.01% | 15q | -2.0%-$173.2K |
| AMERICAN ASSET MANAGEMENT INC. | $8.1M | 227,201 | 6.60% | 7q | -1.4%-$113.9K |
| Allianz SE | $6.8M | 191,778 | 0.07% | 3q | +22.7%+$1.3M |
| OSAIC HOLDINGS, INC. | $6.3M | 177,423 | 0.01% | 15q | +9.6%+$551.9K |
| Kestra Advisory Services, LLC | $5.9M | 164,946 | 0.02% | 15q | -6.1%-$384.1K |
| Cetera Investment Advisers | $5.8M | 163,340 | 0.01% | 15q | -20.5%-$1.5M |
| LPL Financial LLC | $4.9M | 136,236 | 0.00% | 11q | -5.4%-$275.7K |
| RAYMOND JAMES FINANCIAL INC | $3.7M | 104,325 | 0.00% | 7q | +1.5%+$54.1K |
| Castle Rock Wealth Management, LLC | $2.7M | 74,803 | 0.52% | 7q | HELD |
| Spire Wealth Management | $2.3M | 65,228 | 0.07% | 7q | -1.3%-$30.3K |
| HARBOUR INVESTMENTS, INC. | $1.4M | 38,305 | 0.02% | 11q | -6.7%-$97.2K |
| OLD MISSION CAPITAL LLC | $1.1M | 31,318 | 0.02% | 6q | -14.6%-$191.1K |
| World Investment Advisors | $926.6K | 26,019 | 0.02% | 2q | +6.8%+$59.1K |
| Tyche Wealth Partners LLC | $865.1K | 24,290 | 0.12% | 3q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $812.8K | 22,823 | 0.00% | 13q | +175.7%+$518.0K |
| JIM SAULNIER & ASSOCIATES, LLC | $653.3K | 18,344 | 0.26% | 7q | HELD |
| Farther Finance Advisors, LLC | $637.0K | 17,886 | 0.00% | 7q | HELD |
| PFG Advisors | $618.3K | 17,361 | 0.03% | 7q | -74.6%-$1.8M |
| Focus Financial Network, Inc. | $581.0K | 16,313 | 0.02% | 7q | -1.1%-$6.6K |
| Joseph P. Lucia & Associates, LLC | $453.0K | 12,719 | 0.14% | 7q | HELD |
| IFP Advisors, Inc | $436.9K | 12,266 | 0.01% | 15q | HELD |
| CITADEL ADVISORS LLC | $418.9K | 11,762 | 0.00% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $415.7K | 11,604 | 0.00% | 3q | HELD |
| Avidian Wealth Enterprises, LLC | $389.0K | 10,923 | 0.01% | 3q | HELD |
| Diversify Advisory Services, LLC | $372.7K | 10,456 | 0.01% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $372.7K | 10,456 | 0.01% | 2q | HELD |
| Elevation Wealth Management LLC | $371.1K | 10,420 | 0.28% | 3q | HELD |
| MML INVESTORS SERVICES, LLC | $364.8K | 10,242 | 0.00% | 3q | +6.6%+$22.5K |
| SAGESPRING WEALTH PARTNERS, LLC | $332.3K | 9,332 | 0.01% | 7q | HELD |
| Grantvest Financial Group LLC | $263.2K | 7,390 | 0.15% | 7q | -17.9%-$57.3K |
| Patriot Financial Group Insurance Agency, LLC | $257.4K | 7,226 | 0.03% | 3q | -50.0%-$257.4K |
| Creative Planning | $234.8K | 6,593 | 0.00% | 4q | HELD |
| Taylor Securities Services, Inc. | $230.6K | 6,475 | 0.09% | 3q | -4.2%-$10.1K |
| First Heartland Consultants, Inc. | $214.5K | 6,022 | 0.01% | 3q | -2.3%-$5.1K |
| Allegheny Financial Group | $205.1K | 5,760 | 0.02% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $184.3K | 5,175 | 0.01% | 7q | HELD |
| JPMORGAN CHASE & CO | $174.7K | 4,922 | 0.00% | 4q | -18.6%-$40.0K |
| POM Investment Strategies, LLC | $106.1K | 2,980 | 0.12% | 2q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $71.3K | 2,003 | 0.01% | 15q | -1.9%-$1.4K |
| ST GERMAIN D J CO INC | $57.0K | 1,600 | 0.00% | 2q | HELD |
| Capital Investment Advisory Services, LLC | $29.2K | 820 | 0.00% | 2q | HELD |
| Lloyd Advisory Services, LLC. | $17.3K | 486 | 0.01% | new | NEW |
| DHJJ Financial Advisors, Ltd. | $11.8K | 330 | 0.00% | 11q | HELD |
| UBS Group AG | $9.5K | 267 | 0.00% | 2q | +48.3%+$3.1K |
| BARCLAYS PLC | $4.6K | 129 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $2.7K | 76,496 | 0.00% | 15q | -1.5% |
| AE Wealth Management LLC | $1.7K | 47 | 0.00% | new | NEW |
| CENTAURUS FINANCIAL, INC. | $815 | 22,879 | 0.03% | 11q | HELD |
| HRT FINANCIAL LP | $267 | 7,518 | 0.00% | new | NEW |
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 | 46 | $68.4M | 1,921,732 | 6 | 7 | 16 | 0.0% |
| Q1 2026 | 42 | $66.0M | 1,981,486 | 8 | 8 | 15 | 0.0% |
| Q4 2025 | 40 | $66.8M | 1,972,597 | 11 | 15 | 6 | 0.0% |
| Q3 2025 | 32 | $39.9M | 1,197,608 | 3 | 7 | 14 | 0.0% |
| Q2 2025 | 34 | $45.5M | 1,413,070 | 1 | 6 | 16 | 0.0% |
| Q1 2025 | 33 | $39.0M | 1,275,941 | 3 | 4 | 13 | 0.0% |
| Q4 2024 | 32 | $40.3M | 1,301,117 | 15 | 6 | 4 | 0.0% |
| Q3 2024 | 19 | $13.4M | 443,429 | 0 | 3 | 11 | 0.0% |
| Q2 2024 | 21 | $14.7M | 494,059 | 3 | 6 | 7 | 0.0% |
| Q1 2024 | 19 | $13.9M | 476,641 | 0 | 6 | 5 | 0.0% |
| Q4 2023 | 22 | $15.4M | 541,126 | 9 | 6 | 5 | 0.0% |
| Q3 2023 | 13 | $13.0M | 474,094 | 1 | 1 | 9 | 0.0% |
| Q2 2023 | 16 | $19.2M | 693,825 | 4 | 4 | 7 | 0.0% |
| Q1 2023 | 15 | $19.1M | 726,190 | 1 | 4 | 7 | 0.0% |
| Q4 2022 | 12 | $13.4M | 533,359 | 12 | 0 | 0 | 0.0% |