AIM ETF PRODUCTS TRUST (SEPW)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
49
Reporting holders
$77.2M
Reported value
0.0%
Held as options
-13
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 | $16.6M | 497,144 | 0.02% | 12q | -9.3%-$1.7M |
| Authentikos Wealth Advisory, LLC | $7.4M | 221,098 | 4.71% | 4q | -4.7%-$365.5K |
| Allianz SE | $6.8M | 203,946 | 0.07% | 3q | +22.6%+$1.3M |
| OSAIC HOLDINGS, INC. | $5.5M | 165,998 | 0.01% | 12q | -9.7%-$594.4K |
| RAYMOND JAMES FINANCIAL INC | $4.5M | 134,460 | 0.00% | 7q | -1.5%-$66.9K |
| AMERICAN ASSET MANAGEMENT INC. | $4.5M | 133,512 | 3.64% | 8q | -0.5%-$22.7K |
| Westshore Wealth, LLC | $4.3M | 128,649 | 1.33% | 8q | -19.0%-$1.0M |
| LPL Financial LLC | $3.4M | 103,074 | 0.00% | 5q | +1.4%+$48.4K |
| Spire Wealth Management | $2.5M | 74,772 | 0.08% | 7q | -22.8%-$736.7K |
| Elevated Capital Advisors, LLC | $2.3M | 69,936 | 0.64% | 8q | -48.8%-$2.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.2M | 65,590 | 0.00% | new | NEW |
| Kestra Advisory Services, LLC | $1.9M | 57,449 | 0.01% | 12q | -24.5%-$623.7K |
| Cetera Investment Advisers | $1.6M | 47,657 | 0.00% | 12q | -15.0%-$280.5K |
| ENVESTNET ASSET MANAGEMENT INC | $1.1M | 34,193 | 0.00% | 12q | -4.2%-$49.5K |
| AE Wealth Management LLC | $1.1M | 31,540 | 0.00% | 8q | -98.6%-$72.1M |
| World Investment Advisors | $985.2K | 29,504 | 0.02% | 2q | +7.0%+$64.7K |
| Focus Financial Network, Inc. | $940.8K | 28,173 | 0.03% | 8q | -1.3%-$12.1K |
| BCGM Wealth Management, LLC | $835.6K | 25,022 | 0.18% | 12q | HELD |
| IFG Advisory, LLC | $682.1K | 20,426 | 0.02% | new | NEW |
| Summit Financial, LLC | $649.5K | 19,450 | 0.01% | new | NEW |
| Joseph P. Lucia & Associates, LLC | $648.2K | 19,412 | 0.19% | 8q | -1.0%-$6.7K |
| Avidian Wealth Enterprises, LLC | $610.9K | 18,293 | 0.02% | 4q | HELD |
| OLD MISSION CAPITAL LLC | $586.9K | 17,575 | 0.01% | 3q | -36.1%-$330.9K |
| HARBOUR INVESTMENTS, INC. | $580.5K | 17,385 | 0.01% | 12q | -6.6%-$40.7K |
| Merit Financial Group, LLC | $566.3K | 16,958 | 0.00% | 5q | +80.6%+$252.7K |
| MML INVESTORS SERVICES, LLC | $436.0K | 13,056 | 0.00% | 8q | HELD |
| Advisory Solutions Group, LLC | $399.3K | 11,958 | 0.14% | new | FIRST |
| First Heartland Consultants, Inc. | $365.4K | 10,944 | 0.02% | 10q | HELD |
| CreativeOne Wealth, LLC | $358.9K | 10,749 | 0.01% | 8q | HELD |
| Concurrent Investment Advisors, LLC | $326.1K | 9,765 | 0.00% | 4q | HELD |
| Castle Rock Wealth Management, LLC | $289.7K | 8,666 | 0.06% | 4q | HELD |
| GOLDMAN SACHS GROUP INC | $287.1K | 8,598 | 0.00% | new | NEW |
| INDEPENDENT FINANCIAL GROUP, LLC | $264.5K | 7,921 | 0.00% | 4q | HELD |
| PFG Advisors | $253.9K | 7,604 | 0.01% | 12q | -0.7%-$1.7K |
| TAGStone Capital, Inc. | $245.5K | 7,351 | 0.08% | 4q | HELD |
| CITADEL ADVISORS LLC | $243.0K | 7,277 | 0.00% | 2q | -10.3%-$28.0K |
| Grantvest Financial Group LLC | $231.0K | 6,917 | 0.13% | 7q | -18.6%-$52.8K |
| KINTRA WEALTH, LLC | $200.2K | 5,920 | 0.01% | new | NEW |
| Lloyd Advisory Services, LLC. | $143.8K | 4,307 | 0.06% | 4q | -82.2%-$665.2K |
| Mosley Wealth Management | $127.0K | 3,802 | 0.04% | 2q | +655.9%+$110.2K |
| LANARK FINANCIAL, INC. | $69.5K | 2,081 | 0.00% | 8q | HELD |
| Arax Advisory Partners | $29.8K | 892 | 0.00% | 4q | HELD |
| IFP Advisors, Inc | $29.6K | 885 | 0.00% | 4q | -5.3%-$1.7K |
| TOUNJIAN ADVISORY PARTNERS, LLC | $23.5K | 703 | 0.01% | new | NEW |
| ST GERMAIN D J CO INC | $19.8K | 594 | 0.00% | 2q | HELD |
| POM Investment Strategies, LLC | $19.1K | 572 | 0.02% | 2q | -99.7%-$7.0M |
| Geneos Wealth Management Inc. | $16.1K | 482 | 0.00% | 7q | HELD |
| Global Retirement Partners, LLC | $13.4K | 400 | 0.00% | 5q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $11.6K | 348 | 0.00% | 8q | -86.4%-$74.1K |
| Cambridge Investment Research Advisors, Inc. | $2.8K | 83,590 | 0.00% | 12q | +98.6%+$1.4K |
| CENTAURUS FINANCIAL, INC. | $644 | 19,278 | 0.02% | 10q | -2.5% |
| HRT FINANCIAL LP | $419 | 12,552 | 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 | 49 | $77.2M | 2,313,008 | 6 | 5 | 23 | 0.0% |
| Q1 2026 | 62 | $184.2M | 5,829,689 | 7 | 14 | 22 | 0.0% |
| Q4 2025 | 61 | $197.3M | 6,181,908 | 5 | 13 | 28 | 0.0% |
| Q3 2025 | 58 | $184.2M | 5,868,469 | 29 | 15 | 9 | 0.0% |
| Q2 2025 | 36 | $34.1M | 1,130,609 | 6 | 8 | 13 | 0.0% |
| Q1 2025 | 32 | $39.1M | 1,371,315 | 2 | 5 | 15 | 0.0% |
| Q4 2024 | 37 | $35.8M | 1,238,462 | 7 | 4 | 12 | 0.0% |
| Q3 2024 | 46 | $167.0M | 5,855,363 | 28 | 10 | 3 | 0.0% |
| Q2 2024 | 21 | $19.8M | 712,385 | 3 | 3 | 9 | 0.0% |
| Q1 2024 | 21 | $20.7M | 763,118 | 3 | 5 | 4 | 0.0% |
| Q4 2023 | 26 | $26.4M | 1,009,980 | 10 | 10 | 1 | 0.0% |
| Q3 2023 | 15 | $10.7M | 437,260 | 15 | 0 | 0 | 0.0% |