AIM ETF PRODUCTS TRUST (OCTW)
Institutional ownership reported to the SEC as of Q2 2026, across 23 quarters.
79
Reporting holders
$273.5M
Reported value
0.0%
Held as options
-17
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $90.5M | 2,212,139 | 0.02% | 15q | -2.5%-$2.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | $46.6M | 1,140,163 | 0.06% | 20q | -1.2%-$548.9K |
| RAYMOND JAMES FINANCIAL INC | $20.8M | 508,418 | 0.01% | 7q | +8.8%+$1.7M |
| ENVESTNET ASSET MANAGEMENT INC | $10.2M | 249,190 | 0.00% | 16q | +27.8%+$2.2M |
| Kestra Advisory Services, LLC | $9.4M | 230,127 | 0.03% | 20q | -5.7%-$573.9K |
| Advyzon Investment Management, LLC | $8.5M | 207,260 | 0.62% | 4q | +58.1%+$3.1M |
| OSAIC HOLDINGS, INC. | $7.8M | 189,674 | 0.01% | 23q | -3.8%-$309.2K |
| Cetera Investment Advisers | $7.6M | 184,697 | 0.01% | 16q | -6.2%-$503.4K |
| Allianz SE | $6.8M | 167,279 | 0.07% | 3q | +22.6%+$1.3M |
| Guardian Capital, LLC | $5.6M | 136,626 | 4.57% | 3q | +37.3%+$1.5M |
| Forty-three Eighteen Advisors, LLC | $4.8M | 117,113 | 3.22% | 3q | HELD |
| World Investment Advisors | $3.6M | 88,691 | 0.06% | 2q | +10.1%+$332.0K |
| MML INVESTORS SERVICES, LLC | $3.6M | 87,868 | 0.01% | 7q | +565.5%+$3.1M |
| Ausdal Financial Partners, Inc. | $3.5M | 85,533 | 0.14% | 2q | +85.0%+$1.6M |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $3.5M | 84,833 | 0.43% | 15q | -8.1%-$303.8K |
| Spire Wealth Management | $3.1M | 75,586 | 0.09% | 11q | -4.4%-$142.4K |
| Elevation Wealth Management LLC | $2.8M | 68,745 | 2.10% | 3q | -1.1%-$29.9K |
| Compass Advisory Group LLC | $2.7M | 66,115 | 0.64% | 18q | -2.2%-$60.3K |
| Elevated Capital Advisors, LLC | $2.5M | 61,179 | 0.69% | 2q | -49.4%-$2.4M |
| Long Island Wealth Management, Inc. | $2.5M | 60,525 | 1.02% | 11q | HELD |
| PFG Advisors | $2.1M | 51,697 | 0.11% | 11q | -2.3%-$49.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 39,556 | 0.00% | 4q | +340.7%+$1.3M |
| HARBOUR INVESTMENTS, INC. | $1.5M | 37,749 | 0.02% | 17q | -18.8%-$356.5K |
| SECURED RETIREMENT ADVISORS, LLC | $1.2M | 28,320 | 0.59% | 7q | +3.2%+$35.9K |
| Summit Financial, LLC | $1.1M | 25,940 | 0.01% | new | NEW |
| AE Wealth Management LLC | $1.0M | 25,537 | 0.00% | 7q | -98.9%-$89.9M |
| BIP Wealth, LLC | $912.7K | 22,310 | 0.03% | 3q | -4.4%-$42.5K |
| Midwest Financial Network, LLC | $888.0K | 21,705 | 0.61% | new | FIRST |
| Strategic Blueprint, LLC | $858.2K | 20,977 | 0.04% | 16q | HELD |
| IFG Advisory, LLC | $849.9K | 20,776 | 0.03% | new | NEW |
| Castle Rock Wealth Management, LLC | $809.0K | 19,771 | 0.16% | 8q | HELD |
| Diversify Advisory Services, LLC | $734.6K | 17,912 | 0.01% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $734.6K | 17,912 | 0.01% | 2q | HELD |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $699.2K | 17,090 | 0.03% | 18q | +5.4%+$35.7K |
| Merit Financial Group, LLC | $645.0K | 15,766 | 0.00% | 5q | +94.7%+$313.8K |
| Westshore Wealth, LLC | $593.5K | 14,508 | 0.18% | 3q | HELD |
| Focus Financial Network, Inc. | $591.6K | 14,462 | 0.02% | 7q | HELD |
| Certified Advisory Corp | $572.9K | 14,003 | 0.05% | 11q | -1.8%-$10.2K |
| INDEPENDENT FINANCIAL GROUP, LLC | $549.2K | 13,424 | 0.01% | 6q | -2.2%-$12.3K |
| OLD MISSION CAPITAL LLC | $540.9K | 13,222 | 0.01% | 3q | +0.5%+$2.8K |
| GTS FINANCIAL, LLC | $462.1K | 12,486 | 0.34% | 2q | HELD |
| Stirlingshire Investments, Inc. | $417.2K | 10,198 | 0.31% | 3q | -3.6%-$15.6K |
| Taylor Securities Services, Inc. | $415.2K | 10,150 | 0.17% | 3q | -3.8%-$16.5K |
| IFP Advisors, Inc | $407.0K | 9,948 | 0.01% | 12q | -0.5%-$2.0K |
| FreeGulliver LLC | $406.6K | 9,938 | 0.14% | 2q | HELD |
| HB Wealth Management, LLC | $405.3K | 9,908 | 0.00% | 15q | HELD |
| BCGM Wealth Management, LLC | $397.4K | 9,715 | 0.08% | 3q | HELD |
| DHJJ Financial Advisors, Ltd. | $391.1K | 9,560 | 0.11% | 20q | HELD |
| First Heartland Consultants, Inc. | $387.4K | 9,470 | 0.03% | 3q | HELD |
| Csenge Advisory Group | $353.1K | 8,631 | 0.01% | 3q | -83.1%-$1.7M |
| JIM SAULNIER & ASSOCIATES, LLC | $333.0K | 8,140 | 0.13% | 7q | HELD |
| PANORAMIC INVESTMENT ADVISORS, LLC | $306.8K | 7,500 | 0.15% | 12q | HELD |
| CreativeOne Wealth, LLC | $277.1K | 6,773 | 0.01% | 3q | HELD |
| Grantvest Financial Group LLC | $272.7K | 6,667 | 0.16% | 7q | -4.2%-$11.9K |
| Avidian Wealth Enterprises, LLC | $271.4K | 6,635 | 0.01% | 3q | HELD |
| BridgePort Financial Solutions, LLC | $270.2K | 6,605 | 0.07% | 3q | HELD |
| Private Advisor Group, LLC | $270.0K | 6,600 | 0.00% | 13q | HELD |
| Belpointe Asset Management LLC | $265.5K | 6,490 | 0.01% | 10q | HELD |
| RIA Advisory Group LLC | $225.0K | 5,500 | 0.05% | 5q | HELD |
| Main Street Financial Solutions, LLC | $224.9K | 5,497 | 0.01% | 7q | HELD |
| Gaddis Premier Wealth Advisors LLC | $223.9K | 5,472 | 0.14% | 3q | -3.9%-$9.2K |
| Moors & Cabot, Inc. | $218.1K | 5,330 | 0.01% | 3q | -4.5%-$10.2K |
| RFG Advisory, LLC | $215.3K | 5,262 | 0.00% | 2q | -5.2%-$11.8K |
| Rothschild Wealth LLC | $204.3K | 4,993 | 0.02% | 3q | -13.5%-$31.9K |
| CITADEL ADVISORS LLC | $200.1K | 4,892 | 0.00% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $137.7K | 3,367 | 0.01% | 7q | +1.1%+$1.4K |
| Global Retirement Partners, LLC | $127.6K | 3,119 | 0.00% | 5q | HELD |
| AdvisorNet Financial, Inc | $125.6K | 3,070 | 0.01% | 18q | HELD |
| COMPASS FINANCIAL MANAGEMENT LLC | $104.1K | 2,515 | 0.01% | new | FIRST |
| Farther Finance Advisors, LLC | $87.7K | 2,144 | 0.00% | 15q | HELD |
| Lloyd Advisory Services, LLC. | $58.5K | 1,430 | 0.02% | 3q | -93.9%-$897.8K |
| POM Investment Strategies, LLC | $49.4K | 1,207 | 0.06% | 2q | -99.4%-$7.7M |
| TOUNJIAN ADVISORY PARTNERS, LLC | $41.2K | 1,007 | 0.02% | new | NEW |
| Archer Investment Corp | $11.5K | 280 | 0.00% | new | NEW |
| CENTAURUS FINANCIAL, INC. | $8.9K | 216,813 | 0.34% | 14q | -0.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.4K | 157 | 0.00% | new | NEW |
| Networth Advisors, LLC | $5.5K | 134 | 0.00% | 3q | -99.8%-$2.5M |
| JPMORGAN CHASE & CO | $4.0K | 99 | 0.00% | 5q | HELD |
| Cambridge Investment Research Advisors, Inc. | $3.7K | 91,116 | 0.00% | 19q | +96.5%+$1.8K |
| ASSETMARK, INC | $2.7K | 67 | 0.00% | 3q | HELD |
| WELLS FARGO & COMPANY/MN | $10 | 0 | 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 | 79 | $273.5M | 6,685,354 | 8 | 14 | 28 | 0.0% |
| Q1 2026 | 96 | $402.8M | 10,467,058 | 10 | 21 | 36 | 0.0% |
| Q4 2025 | 93 | $416.3M | 10,673,209 | 33 | 21 | 10 | 0.0% |
| Q3 2025 | 52 | $143.4M | 3,743,382 | 4 | 10 | 22 | 0.0% |
| Q2 2025 | 81 | $237.5M | 6,421,653 | 5 | 24 | 31 | 0.0% |
| Q1 2025 | 82 | $290.1M | 8,262,080 | 7 | 18 | 35 | 0.0% |
| Q4 2024 | 82 | $287.3M | 8,080,471 | 36 | 14 | 11 | 0.0% |
| Q3 2024 | 42 | $59.6M | 1,696,127 | 5 | 9 | 14 | 0.0% |
| Q2 2024 | 39 | $55.0M | 1,593,160 | 6 | 6 | 16 | 0.0% |
| Q1 2024 | 36 | $54.9M | 1,621,253 | 4 | 8 | 10 | 0.0% |
| Q4 2023 | 36 | $56.5M | 1,727,545 | 9 | 14 | 3 | 0.0% |
| Q3 2023 | 27 | $39.2M | 1,260,596 | 4 | 4 | 12 | 0.0% |
| Q2 2023 | 25 | $33.5M | 1,101,926 | 2 | 1 | 15 | 0.0% |
| Q1 2023 | 28 | $68.3M | 2,344,379 | 2 | 6 | 14 | 0.0% |
| Q4 2022 | 28 | $67.4M | 2,421,100 | 10 | 10 | 4 | 0.0% |
| Q3 2022 | 24 | $111.5M | 4,171,464 | 11 | 9 | 2 | 0.0% |
| Q2 2022 | 19 | $30.1M | 1,153,338 | 4 | 7 | 5 | 0.0% |
| Q1 2022 | 15 | $28.9M | 1,051,486 | 4 | 4 | 4 | 0.0% |
| Q4 2021 | 13 | $30.7M | 1,109,561 | 5 | 4 | 3 | 0.0% |
| Q3 2021 | 8 | $29.8M | 1,109,364 | 3 | 3 | 1 | 0.0% |
| Q2 2021 | 6 | $29.9M | 1,117,214 | 0 | 1 | 2 | 0.0% |
| Q1 2021 | 6 | $29.6M | 1,120,476 | 2 | 0 | 1 | 0.0% |
| Q4 2020 | 6 | $30.1M | 1,158,138 | 6 | 0 | 0 | 0.0% |