AIM ETF PRODUCTS TRUST (SPBW)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
31
Reporting holders
$42.8M
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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | $6.8M | 235,838 | 0.02% | 5q | +31.2%+$1.6M |
| Allianz SE | $5.7M | 197,080 | 0.06% | 3q | -28.9%-$2.3M |
| INDEPENDENT FINANCIAL GROUP, LLC | $5.5M | 192,604 | 0.10% | 6q | +17.2%+$811.2K |
| EVOLUTION WEALTH MANAGEMENT INC. | $4.2M | 145,350 | 2.45% | 2q | +16.1%+$577.3K |
| NewEdge Advisors, LLC | $3.7M | 129,064 | 0.01% | 6q | +12.3%+$404.5K |
| AE Wealth Management LLC | $2.7M | 92,383 | 0.01% | 6q | -79.3%-$10.2M |
| HUNTINGTON NATIONAL BANK | $2.3M | 79,673 | 0.01% | 5q | -1.2%-$27.8K |
| Cetera Investment Advisers | $2.1M | 73,137 | 0.00% | 5q | +55.7%+$750.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 44,343 | 0.00% | 5q | +113.3%+$676.1K |
| OSAIC HOLDINGS, INC. | $1.2M | 40,404 | 0.00% | 2q | +35.2%+$302.1K |
| ENVESTNET ASSET MANAGEMENT INC | $1.1M | 39,423 | 0.00% | 6q | +32.6%+$278.1K |
| World Investment Advisors | $732.1K | 25,504 | 0.01% | new | NEW |
| Compound Planning, Inc. | $600.7K | 20,929 | 0.02% | 3q | HELD |
| Castle Rock Wealth Management, LLC | $573.8K | 19,999 | 0.11% | 5q | -0.5%-$2.9K |
| OLD MISSION CAPITAL LLC | $566.3K | 19,728 | 0.01% | 2q | -44.8%-$459.5K |
| CreativeOne Wealth, LLC | $506.7K | 17,652 | 0.01% | 5q | +4.3%+$20.8K |
| BridgePort Financial Solutions, LLC | $426.0K | 14,842 | 0.11% | 3q | +25.3%+$86.1K |
| Mosley Wealth Management | $377.7K | 13,159 | 0.12% | 2q | +1155.6%+$347.6K |
| Diversify Advisory Services, LLC | $311.9K | 10,850 | 0.01% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $311.9K | 10,850 | 0.01% | 2q | +18.6%+$48.9K |
| GOLDMAN SACHS GROUP INC | $308.6K | 10,750 | 0.00% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $300.6K | 10,471 | 0.00% | 2q | +14.5%+$38.0K |
| Carmel Capital Partners, LLC | $281.0K | 9,790 | 0.09% | new | NEW |
| Strategic Financial Concepts, LLC | $239.8K | 8,353 | 0.07% | 2q | HELD |
| MML INVESTORS SERVICES, LLC | $231.1K | 8,050 | 0.00% | 5q | -9.5%-$24.1K |
| Patriot Financial Group Insurance Agency, LLC | $216.3K | 7,536 | 0.02% | 4q | -50.0%-$216.3K |
| HARBOUR INVESTMENTS, INC. | $142.5K | 4,964 | 0.00% | 6q | HELD |
| Lloyd Advisory Services, LLC. | $99.3K | 3,460 | 0.04% | new | NEW |
| IFP Advisors, Inc | $74.5K | 2,596 | 0.00% | 5q | HELD |
| Steward Partners Investment Advisory, LLC | $21.0K | 732 | 0.00% | new | NEW |
| Key Capital Management, INC | $11.1K | 386 | 0.01% | 3q | +50.2%+$3.7K |
| Cambridge Investment Research Advisors, Inc. | $9.4K | 328,518 | 0.01% | 5q | +163.4%+$5.8K |
| CENTAURUS FINANCIAL, INC. | $841 | 29,295 | 0.03% | 5q | +24.9% |
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 | 31 | $42.8M | 1,489,900 | 6 | 14 | 7 | 0.0% |
| Q1 2026 | 25 | $42.6M | 1,565,971 | 7 | 11 | 5 | 0.0% |
| Q4 2025 | 22 | $37.7M | 1,373,948 | 6 | 9 | 4 | 0.0% |
| Q3 2025 | 16 | $31.0M | 1,154,086 | 3 | 10 | 2 | 0.0% |
| Q2 2025 | 13 | $31.6M | 1,214,117 | 7 | 4 | 2 | 0.0% |
| Q1 2025 | 7 | $22.3M | 916,060 | 6 | 0 | 0 | 0.0% |