AIM ETF PRODUCTS TRUST (SPBU)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
43
Reporting holders
$131.4M
Reported value
0.0%
Held as options
+8
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 |
|---|---|---|---|---|---|
| Savant Capital, LLC | $36.8M | 1,216,249 | 0.11% | 5q | +21.0%+$6.4M |
| Transcendent Capital Group LLC | $19.1M | 632,250 | 7.44% | 6q | +2.2%+$405.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $8.0M | 263,974 | 0.01% | 6q | -1.7%-$135.8K |
| OPTIMA CAPITAL LLC | $7.9M | 261,390 | 3.12% | 5q | +3.4%+$261.5K |
| OSAIC HOLDINGS, INC. | $7.6M | 252,150 | 0.01% | 3q | -25.8%-$2.7M |
| Cetera Investment Advisers | $7.4M | 245,920 | 0.01% | 5q | +18.8%+$1.2M |
| Advisory Services Network, LLC | $6.1M | 203,241 | 0.07% | 5q | HELD |
| Core Wealth Advisors, Inc. | $6.0M | 197,846 | 1.20% | 4q | +7.1%+$395.5K |
| HARBOUR INVESTMENTS, INC. | $5.8M | 191,804 | 0.08% | 6q | +8.4%+$451.9K |
| ENVESTNET ASSET MANAGEMENT INC | $4.7M | 154,571 | 0.00% | 4q | +23.2%+$879.0K |
| Patriot Financial Group Insurance Agency, LLC | $3.5M | 114,564 | 0.36% | 5q | -31.6%-$1.6M |
| CGN Advisors LLC | $2.7M | 89,480 | 0.20% | 5q | +1.4%+$38.3K |
| VIMA LLC | $2.0M | 65,164 | 1.92% | new | NEW |
| Stonebridge Financial Group, LLC / MO | $1.4M | 46,589 | 0.94% | 3q | -1.2%-$16.6K |
| MML INVESTORS SERVICES, LLC | $1.3M | 41,991 | 0.00% | 4q | +59.0%+$471.2K |
| SageGuard Financial Group, LLC | $963.5K | 31,863 | 0.14% | 2q | +46.8%+$307.0K |
| Madrona Financial Services, LLC | $959.0K | 31,712 | 0.18% | 3q | HELD |
| STEPHENS INC /AR/ | $861.4K | 28,486 | 0.01% | 6q | +12.7%+$96.9K |
| Capital Investment Advisory Services, LLC | $847.2K | 28,015 | 0.05% | 3q | +7.4%+$58.5K |
| AE Wealth Management LLC | $818.2K | 27,057 | 0.00% | 3q | +36.2%+$217.4K |
| RFG Advisory, LLC | $813.1K | 26,888 | 0.01% | new | NEW |
| Steward Partners Investment Advisory, LLC | $741.4K | 24,516 | 0.00% | 2q | +6729.0%+$730.5K |
| Guardian Capital, LLC | $654.2K | 21,635 | 0.54% | 3q | -14.6%-$111.9K |
| Strategic Financial Concepts, LLC | $635.1K | 21,003 | 0.19% | 2q | HELD |
| Discipline Wealth Solutions, LLC | $519.7K | 17,185 | 0.05% | 4q | +7.2%+$34.8K |
| MAI Capital Management | $451.3K | 14,923 | 0.00% | 4q | HELD |
| Clear Creek Financial Management, LLC | $439.1K | 14,520 | 0.03% | 3q | HELD |
| LPL Financial LLC | $379.8K | 12,561 | 0.00% | 4q | HELD |
| NewEdge Advisors, LLC | $362.6K | 11,990 | 0.00% | new | NEW |
| Bank of New York Mellon Corp | $306.4K | 10,131 | 0.00% | new | NEW |
| Envision Financial Transparency, LLC | $278.8K | 9,221 | 0.24% | new | NEW |
| INDEPENDENT FINANCIAL GROUP, LLC | $214.7K | 7,100 | 0.00% | new | NEW |
| Accurate Wealth Management, LLC | $212.2K | 6,979 | 0.02% | new | NEW |
| SMITH, MOORE & CO. | $210.2K | 6,950 | 0.01% | new | NEW |
| Allianz SE | $151.2K | 5,000 | 0.00% | 3q | -90.6%-$1.5M |
| Mosley Wealth Management | $115.7K | 3,826 | 0.04% | new | NEW |
| Arax Advisory Partners | $100.3K | 3,316 | 0.00% | new | NEW |
| IFP Advisors, Inc | $52.3K | 1,731 | 0.00% | 4q | HELD |
| Lloyd Advisory Services, LLC. | $31.0K | 1,025 | 0.01% | new | NEW |
| JPMORGAN CHASE & CO | $29.6K | 989 | 0.00% | 3q | +691.2%+$25.9K |
| FIDUCIARY FINANCIAL ADVISORS | $10.1K | 335 | 0.00% | new | NEW |
| Key Capital Management, INC | $3.4K | 112 | 0.00% | 3q | +47.4%+$1.1K |
| Cambridge Investment Research Advisors, Inc. | $2.8K | 92,110 | 0.00% | 5q | +215.3%+$1.9K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $1.3K | 42 | 0.00% | 5q | HELD |
| Capital Analysts, LLC | $306 | 10,130 | 0.01% | 2q | +111.7% |
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 | 43 | $131.4M | 4,346,294 | 12 | 17 | 6 | 0.0% |
| Q1 2026 | 35 | $109.5M | 4,028,815 | 6 | 17 | 6 | 0.0% |
| Q4 2025 | 32 | $86.4M | 3,070,211 | 9 | 15 | 1 | 0.0% |
| Q3 2025 | 23 | $52.5M | 1,891,305 | 10 | 8 | 3 | 0.0% |
| Q2 2025 | 13 | $23.0M | 884,740 | 8 | 3 | 2 | 0.0% |
| Q1 2025 | 6 | $16.4M | 689,795 | 6 | 0 | 0 | 0.0% |