AIM ETF PRODUCTS TRUST (OCTU)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
34
Reporting holders
$51.4M
Reported value
0.0%
Held as options
-6
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 |
|---|---|---|---|---|---|
| Allianz SE | $15.6M | 512,093 | 0.16% | 3q | +5.4%+$798.3K |
| RFG Advisory, LLC | $6.4M | 209,942 | 0.10% | 6q | +3.4%+$211.0K |
| STEPHENS INC /AR/ | $6.3M | 206,007 | 0.07% | 7q | -1.2%-$77.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.2M | 171,860 | 0.01% | 7q | -61.6%-$8.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.5M | 82,117 | 0.00% | 6q | +168.1%+$1.6M |
| USA FINANCIAL FORMULAS | $2.4M | 77,505 | 0.43% | new | FIRST |
| AE Wealth Management LLC | $1.5M | 47,990 | 0.01% | 6q | -67.6%-$3.0M |
| OneDigital Investment Advisors LLC | $1.3M | 44,028 | 0.01% | 7q | -31.0%-$603.1K |
| Savant Capital, LLC | $1.3M | 43,259 | 0.00% | 7q | HELD |
| OSAIC HOLDINGS, INC. | $1.3M | 42,824 | 0.00% | 4q | -42.9%-$980.1K |
| Arax Advisory Partners | $797.4K | 26,214 | 0.01% | 3q | +69.6%+$327.3K |
| Cypress Wealth Services, LLC | $775.5K | 25,494 | 0.10% | 7q | HELD |
| Cetera Investment Advisers | $709.3K | 23,316 | 0.00% | 7q | -1.8%-$12.7K |
| Regatta Research & Money Management | $664.9K | 21,856 | 0.63% | new | FIRST |
| JANE STREET GROUP, LLC | $537.8K | 17,679 | 0.00% | new | NEW |
| OLD MISSION CAPITAL LLC | $515.3K | 16,940 | 0.01% | 2q | +17.5%+$76.8K |
| NBZ Investment Advisors LLC | $423.5K | 13,922 | 0.17% | 4q | -2.8%-$12.0K |
| RAYMOND JAMES FINANCIAL INC | $411.5K | 13,527 | 0.00% | new | NEW |
| Kestra Advisory Services, LLC | $410.2K | 13,483 | 0.00% | 3q | -16.7%-$82.1K |
| MML INVESTORS SERVICES, LLC | $385.7K | 12,678 | 0.00% | 3q | +6.3%+$22.7K |
| AMERIPRISE FINANCIAL INC | $359.1K | 11,804 | 0.00% | 2q | -66.0%-$697.7K |
| ENVESTNET ASSET MANAGEMENT INC | $323.5K | 10,636 | 0.00% | 3q | +8.1%+$24.3K |
| Farther Finance Advisors, LLC | $265.5K | 8,728 | 0.00% | new | NEW |
| IFP Advisors, Inc | $249.1K | 8,190 | 0.00% | 4q | +26.0%+$51.4K |
| Patriot Financial Group Insurance Agency, LLC | $241.0K | 7,923 | 0.02% | 5q | -50.0%-$241.0K |
| BCGM Wealth Management, LLC | $240.3K | 7,901 | 0.05% | 7q | -14.5%-$40.7K |
| HARBOUR INVESTMENTS, INC. | $158.9K | 5,223 | 0.00% | 7q | -18.3%-$35.5K |
| JPMORGAN CHASE & CO | $110.2K | 3,651 | 0.00% | 6q | -57.3%-$148.0K |
| DHJJ Financial Advisors, Ltd. | $51.6K | 1,695 | 0.01% | 3q | HELD |
| Elevated Capital Advisors, LLC | $6.6K | 217 | 0.00% | 2q | -27.9%-$2.6K |
| IFG Advisory, LLC | $5.7K | 187 | 0.00% | new | NEW |
| COUNTRY TRUST BANK | $4.1K | 134 | 0.00% | new | NEW |
| UBS Group AG | $2.7K | 90 | 0.00% | 6q | -73.5%-$7.6K |
| HRT FINANCIAL LP | $257 | 8,455 | 0.00% | new | NEW |
| CENTAURUS FINANCIAL, INC. | $190 | 6,241 | 0.01% | 6q | HELD |
| Lloyd Advisory Services, LLC. | $183 | 6 | 0.00% | 3q | -97.3%-$6.5K |
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 | 34 | $51.4M | 1,689,119 | 5 | 8 | 16 | 0.0% |
| Q1 2026 | 40 | $57.1M | 2,069,777 | 5 | 15 | 11 | 0.0% |
| Q4 2025 | 38 | $51.7M | 1,816,214 | 12 | 11 | 6 | 0.0% |
| Q3 2025 | 25 | $27.0M | 965,441 | 4 | 5 | 9 | 0.0% |
| Q2 2025 | 35 | $44.4M | 1,690,208 | 18 | 9 | 3 | 0.0% |
| Q1 2025 | 19 | $16.9M | 688,898 | 9 | 4 | 2 | 0.0% |
| Q4 2024 | 13 | $13.1M | 516,222 | 11 | 0 | 0 | 0.0% |