AIM ETF PRODUCTS TRUST (SPBX)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
27
Reporting holders
$42.2M
Reported value
0.0%
Calls
0.0%
Puts
+6
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $10.3M | 353,420 | 0.01% | 5q | +108.4%+$5.4M |
| Allianz SE | $10.1M | 345,540 | 0.11% | 3q | -15.8%-$1.9M |
| AE Wealth Management LLC | $5.4M | 184,436 | 0.03% | 5q | +36.8%+$1.4M |
| ENVESTNET ASSET MANAGEMENT INC | $5.2M | 178,834 | 0.00% | 4q | +246.3%+$3.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.6M | 90,516 | 0.00% | 6q | -8.6%-$247.2K |
| HUNTINGTON NATIONAL BANK | $1.9M | 65,491 | 0.01% | 5q | +15.5%+$256.8K |
| OSAIC HOLDINGS, INC. | $1.2M | 41,577 | 0.00% | 2q | +85.5%+$558.9K |
| Mosley Wealth Management | $750.0K | 25,713 | 0.24% | 2q | +1121.5%+$688.6K |
| LPL Financial LLC | $695.9K | 23,858 | 0.00% | 4q | +21.2%+$121.8K |
| OLD MISSION CAPITAL LLC | $444.0K | 15,224 | 0.01% | 3q | -42.4%-$327.1K |
| Cetera Investment Advisers | $378.3K | 12,971 | 0.00% | new | NEW |
| BridgePort Financial Solutions, LLC | $357.8K | 12,269 | 0.09% | 3q | +31.6%+$86.0K |
| MML INVESTORS SERVICES, LLC | $327.0K | 11,210 | 0.00% | 5q | -4.7%-$16.2K |
| STEPHENS INC /AR/ | $298.1K | 10,221 | 0.00% | new | NEW |
| Comprehensive Financial Consultants Institutional, Inc. | $288.9K | 9,905 | 0.08% | new | NEW |
| Diversify Advisory Services, LLC | $272.7K | 9,330 | 0.00% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $272.7K | 9,330 | 0.00% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $260.5K | 8,931 | 0.00% | new | NEW |
| CENTAURUS FINANCIAL, INC. | $248.0K | 8,519 | 0.01% | 5q | +6.1%+$14.1K |
| INDEPENDENT FINANCIAL GROUP, LLC | $221.9K | 7,607 | 0.00% | 2q | HELD |
| Strategic Financial Concepts, LLC | $212.9K | 7,301 | 0.06% | new | NEW |
| Lloyd Advisory Services, LLC. | $203.3K | 6,970 | 0.08% | new | NEW |
| Steward Partners Investment Advisory, LLC | $95.5K | 3,275 | 0.00% | 2q | +46.3%+$30.2K |
| IFP Advisors, Inc | $53.7K | 1,841 | 0.00% | 4q | HELD |
| Key Capital Management, INC | $22.6K | 776 | 0.01% | 3q | +48.9%+$7.4K |
| UBS Group AG | $5.9K | 201 | 0.00% | 2q | +3.1% |
| HARBOUR INVESTMENTS, INC. | $2.7K | 91 | 0.00% | 6q | HELD |
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 | 27 | $42.2M | 1,445,357 | 8 | 12 | 4 | 0.0% |
| Q1 2026 | 21 | $28.1M | 1,042,731 | 6 | 8 | 5 | 0.0% |
| Q4 2025 | 17 | $29.3M | 1,066,882 | 5 | 7 | 2 | 0.0% |
| Q3 2025 | 16 | $25.0M | 931,674 | 6 | 6 | 3 | 0.0% |
| Q2 2025 | 12 | $23.1M | 894,266 | 5 | 1 | 4 | 0.0% |
| Q1 2025 | 7 | $20.1M | 832,141 | 7 | 0 | 0 | 0.0% |