AIM ETF PRODUCTS TRUST (SPBX)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
25
Reporting holders
$29.0M
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 |
|---|---|---|---|---|---|
| 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 |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.6M | 90,516 | 0.00% | 6q | -8.6%-$247.2K |
| ENVESTNET ASSET MANAGEMENT INC | $2.6M | 89,417 | 0.00% | 4q | +73.1%+$1.1M |
| 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 |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $10.3K | 353,420 | 0.01% | 5q | +108.4%+$5.4K |
| UBS Group AG | $5.9K | 201 | 0.00% | 2q | +3.1% |
| HARBOUR INVESTMENTS, INC. | $2.7K | 91 | 0.00% | 6q | HELD |
| CENTAURUS FINANCIAL, INC. | $248 | 8,519 | 0.01% | 5q | +6.1% |
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 | 25 | $29.0M | 994,001 | 8 | 10 | 4 | 0.0% |
| Q1 2026 | 19 | $23.3M | 865,109 | 6 | 7 | 4 | 0.0% |
| Q4 2025 | 15 | $23.7M | 862,342 | 5 | 5 | 2 | 0.0% |
| Q3 2025 | 13 | $17.7M | 658,764 | 6 | 3 | 3 | 0.0% |
| Q2 2025 | 8 | $17.8M | 687,364 | 2 | 0 | 4 | 0.0% |
| Q1 2025 | 6 | $17.8M | 737,150 | 6 | 0 | 0 | 0.0% |