AIM ETF PRODUCTS TRUST (OCTT)
Institutional ownership reported to the SEC as of Q2 2026, across 23 quarters.
33
Reporting holders
$45.0M
Reported value
0.0%
Calls
0.0%
Puts
+2
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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $8.4M | 180,316 | 0.01% | 3q | +93.8%+$4.1M |
| 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 |
| ENVESTNET ASSET MANAGEMENT INC | $529.6K | 11,364 | 0.00% | 11q | +123.3%+$292.4K |
| 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 |
| 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 |
| 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 | 33 | $45.0M | 966,717 | 1 | 3 | 17 | 0.0% |
| Q1 2026 | 31 | $40.6M | 958,317 | 0 | 10 | 10 | 0.0% |
| Q4 2025 | 35 | $43.2M | 991,973 | 9 | 11 | 6 | 0.0% |
| Q3 2025 | 32 | $37.3M | 879,681 | 3 | 8 | 10 | 0.0% |
| Q2 2025 | 46 | $133.9M | 3,337,120 | 7 | 14 | 13 | 0.0% |
| Q1 2025 | 44 | $113.5M | 3,049,956 | 4 | 10 | 19 | 0.0% |
| Q4 2024 | 46 | $127.1M | 3,331,057 | 20 | 11 | 2 | 0.0% |
| Q3 2024 | 25 | $26.6M | 707,880 | 3 | 6 | 6 | 0.0% |
| Q2 2024 | 24 | $32.3M | 878,781 | 3 | 5 | 4 | 0.0% |
| Q1 2024 | 24 | $26.0M | 724,368 | 5 | 4 | 5 | 0.0% |
| Q4 2023 | 25 | $26.0M | 760,636 | 6 | 9 | 4 | 0.0% |
| Q3 2023 | 20 | $27.1M | 856,364 | 1 | 2 | 9 | 0.0% |
| Q2 2023 | 22 | $36.6M | 1,135,192 | 4 | 3 | 11 | 0.0% |
| Q1 2023 | 22 | $61.1M | 2,031,936 | 4 | 5 | 10 | 0.0% |
| Q4 2022 | 22 | $58.7M | 2,080,327 | 7 | 9 | 2 | 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% |