AIM ETF PRODUCTS TRUST (OCTT)
Institutional ownership reported to the SEC as of Q2 2026, across 23 quarters.
32
Reporting holders
$36.4M
Reported value
0.0%
Held as options
+2
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 |
|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | $4.9M | 105,009 | 0.01% | 23q | -2.5%-$126.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.2M | 89,887 | 0.01% | 20q | -6.3%-$282.8K |
| RAYMOND JAMES FINANCIAL INC | $3.8M | 80,730 | 0.00% | 7q | -3.1%-$121.3K |
| Rothschild Wealth LLC | $3.5M | 74,720 | 0.28% | 9q | -33.6%-$1.8M |
| Cetera Investment Advisers | $3.2M | 67,679 | 0.00% | 16q | -19.1%-$745.7K |
| LPL Financial LLC | $3.0M | 65,241 | 0.00% | 10q | -9.7%-$328.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.5M | 54,596 | 0.00% | 7q | +265.4%+$1.8M |
| Modern Wealth Management, LLC | $2.3M | 49,964 | 0.03% | 3q | -44.0%-$1.8M |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $1.7M | 35,410 | 0.21% | 22q | -2.1%-$35.6K |
| MML INVESTORS SERVICES, LLC | $855.7K | 18,362 | 0.00% | 3q | -9.8%-$93.1K |
| OLD MISSION CAPITAL LLC | $750.3K | 16,101 | 0.01% | 3q | -20.9%-$198.8K |
| Sanctuary Advisors, LLC | $683.8K | 14,673 | 0.00% | 6q | -2.3%-$16.3K |
| PANORAMIC INVESTMENT ADVISORS, LLC | $617.5K | 13,250 | 0.30% | 12q | HELD |
| Bleakley Financial Group, LLC | $573.7K | 12,310 | 0.01% | 13q | HELD |
| Navis Wealth Advisors, LLC | $530.4K | 11,381 | 0.20% | 7q | HELD |
| HARBOUR INVESTMENTS, INC. | $397.3K | 8,525 | 0.01% | 19q | -15.1%-$70.9K |
| Strategic Blueprint, LLC | $394.5K | 8,465 | 0.02% | 7q | HELD |
| Focus Financial Network, Inc. | $359.5K | 7,715 | 0.01% | 7q | HELD |
| Kestra Advisory Services, LLC | $298.6K | 6,407 | 0.00% | new | NEW |
| Patriot Financial Group Insurance Agency, LLC | $297.6K | 6,386 | 0.03% | 6q | -50.0%-$297.6K |
| Mayflower Financial Advisors, LLC | $276.9K | 5,941 | 0.02% | 11q | HELD |
| Spire Wealth Management | $265.9K | 5,705 | 0.01% | 11q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $264.8K | 5,682 | 0.00% | 11q | +11.7%+$27.6K |
| Allianz SE | $233.0K | 5,000 | 0.00% | 3q | HELD |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $209.8K | 4,502 | 0.01% | 14q | -17.2%-$43.7K |
| AE Wealth Management LLC | $121.0K | 2,596 | 0.00% | 7q | -38.9%-$77.2K |
| AdvisorNet Financial, Inc | $93.0K | 1,995 | 0.00% | 18q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $41.9K | 900 | 0.00% | 16q | HELD |
| COMPASS FINANCIAL MANAGEMENT LLC | $38.3K | 805 | 0.00% | new | FIRST |
| LANARK FINANCIAL, INC. | $29.5K | 633 | 0.00% | 6q | HELD |
| Cambridge Investment Research Advisors, Inc. | $8.4K | 180,316 | 0.01% | 3q | +93.8%+$4.1K |
| IFP Advisors, Inc | $4.9K | 106 | 0.00% | 4q | -32.1%-$2.3K |
| BARCLAYS PLC | $2.0K | 43 | 0.00% | 3q | -98.4%-$124.8K |
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 | 32 | $36.4M | 780,719 | 1 | 2 | 17 | 0.0% |
| Q1 2026 | 30 | $36.6M | 865,281 | 0 | 10 | 9 | 0.0% |
| Q4 2025 | 34 | $39.1M | 897,494 | 8 | 11 | 6 | 0.0% |
| Q3 2025 | 31 | $33.7M | 793,728 | 3 | 8 | 9 | 0.0% |
| Q2 2025 | 44 | $124.2M | 3,096,011 | 7 | 13 | 13 | 0.0% |
| Q1 2025 | 41 | $104.5M | 2,809,267 | 3 | 10 | 17 | 0.0% |
| Q4 2024 | 44 | $117.6M | 3,082,669 | 20 | 9 | 2 | 0.0% |
| Q3 2024 | 22 | $21.3M | 566,607 | 3 | 4 | 6 | 0.0% |
| Q2 2024 | 20 | $26.6M | 722,617 | 3 | 4 | 3 | 0.0% |
| Q1 2024 | 20 | $20.4M | 569,149 | 5 | 4 | 3 | 0.0% |
| Q4 2023 | 21 | $20.6M | 603,277 | 5 | 7 | 3 | 0.0% |
| Q3 2023 | 17 | $21.9M | 693,612 | 1 | 2 | 6 | 0.0% |
| Q2 2023 | 20 | $31.7M | 984,902 | 4 | 2 | 10 | 0.0% |
| Q1 2023 | 20 | $56.4M | 1,875,082 | 3 | 5 | 9 | 0.0% |
| Q4 2022 | 19 | $41.5M | 1,468,258 | 6 | 8 | 1 | 0.0% |
| Q3 2022 | 16 | $41.8M | 1,555,767 | 6 | 6 | 2 | 0.0% |
| Q2 2022 | 13 | $28.4M | 1,052,128 | 2 | 3 | 5 | 0.0% |
| Q1 2022 | 11 | $32.2M | 1,076,734 | 2 | 3 | 3 | 0.0% |
| Q4 2021 | 9 | $32.2M | 1,057,884 | 2 | 3 | 2 | 0.0% |
| Q3 2021 | 8 | $30.0M | 1,042,947 | 4 | 1 | 2 | 0.0% |
| Q2 2021 | 5 | $25.1M | 879,777 | 1 | 0 | 1 | 0.0% |
| Q1 2021 | 6 | $26.3M | 948,076 | 2 | 1 | 0 | 0.0% |
| Q4 2020 | 5 | $26.0M | 970,845 | 4 | 0 | 0 | 0.0% |