DaveManuel.com · Institutional Ownership · Who Owns It
AIM ETF PRODUCTS TRUST (APRT)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
34
Reporting holders
$35.4M
Reported value
0.0%
Calls
0.0%
Puts
+3
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 |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | $4.5M | 97,720 | 0.01% | 21q | +5.1%+$217.9K |
| LPL Financial LLC | $4.3M | 92,698 | 0.00% | 8q | -6.7%-$307.8K |
| Cambridge Investment Research Advisors, Inc. | $3.6M | 79,364 | 0.00% | 9q | +111.2%+$1.9M |
| OSAIC HOLDINGS, INC. | $3.4M | 74,573 | 0.00% | 21q | +10.9%+$334.9K |
| Cetera Investment Advisers | $2.5M | 55,126 | 0.00% | 10q | +1.5%+$38.1K |
| Rothschild Wealth LLC | $2.2M | 48,234 | 0.18% | 9q | +22.2%+$402.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.2M | 47,192 | 0.00% | 5q | +546.9%+$1.8M |
| Nvest Financial, LLC | $1.8M | 40,128 | 0.58% | 9q | -3.5%-$67.5K |
| RAYMOND JAMES FINANCIAL INC | $1.8M | 38,907 | 0.00% | 7q | +89.8%+$844.3K |
| CENTAURUS FINANCIAL, INC. | $1.6M | 35,517 | 0.06% | 14q | +62.0%+$623.7K |
| Bleakley Financial Group, LLC | $992.8K | 21,643 | 0.01% | 13q | HELD |
| Bison Wealth, LLC | $876.3K | 19,054 | 0.08% | 3q | HELD |
| Main Street Financial Solutions, LLC | $686.6K | 14,968 | 0.04% | 14q | HELD |
| First Heartland Consultants, Inc. | $579.5K | 12,632 | 0.04% | 13q | -3.4%-$20.6K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $558.6K | 12,178 | 0.07% | 17q | +10.5%+$53.3K |
| ENVESTNET ASSET MANAGEMENT INC | $509.6K | 11,109 | 0.00% | 10q | +4.3%+$20.8K |
| PANORAMIC INVESTMENT ADVISORS, LLC | $345.2K | 7,525 | 0.17% | 8q | HELD |
| Accurate Wealth Management, LLC | $333.3K | 7,237 | 0.03% | 13q | +5.6%+$17.7K |
| Patriot Financial Group Insurance Agency, LLC | $312.4K | 6,810 | 0.03% | 5q | -50.0%-$312.4K |
| HARBOUR INVESTMENTS, INC. | $270.1K | 5,887 | 0.00% | 9q | +51.1%+$91.3K |
| Sanctuary Advisors, LLC | $254.4K | 5,545 | 0.00% | 8q | -9.1%-$25.5K |
| Focus Financial Network, Inc. | $242.5K | 5,286 | 0.01% | 10q | -25.3%-$82.3K |
| INDEPENDENT FINANCIAL GROUP, LLC | $240.2K | 5,236 | 0.00% | new | NEW |
| Allianz SE | $229.4K | 5,000 | 0.00% | 3q | HELD |
| Cassady Wealth & Retirement Planning, LLC | $224.7K | 4,898 | 0.10% | 3q | -4.1%-$9.5K |
| OLD MISSION CAPITAL LLC | $214.0K | 4,666 | 0.00% | new | NEW |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $210.2K | 4,582 | 0.01% | 13q | -18.3%-$47.1K |
| Kestra Advisory Services, LLC | $200.8K | 4,378 | 0.00% | 13q | -24.9%-$66.4K |
| AdvisorNet Financial, Inc | $59.6K | 1,300 | 0.00% | 22q | HELD |
| Spire Wealth Management | $57.7K | 1,257 | 0.00% | 5q | HELD |
| ASSETMARK, INC | $33.0K | 720 | 0.00% | 3q | HELD |
| UBS Group AG | $5.0K | 109 | 0.00% | new | NEW |
| AE Wealth Management LLC | $2.2K | 49 | 0.00% | 10q | -3.9% |
| Lloyd Advisory Services, LLC. | $872 | 19 | 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10 | $3.5M | 73,296 | 2 | 0 | 1 | 0.0% |
| Q2 2026 | 34 | $35.4M | 771,547 | 4 | 12 | 10 | 0.0% |
| Q1 2026 | 31 | $28.2M | 662,182 | 0 | 9 | 12 | 0.0% |
| Q4 2025 | 36 | $28.6M | 687,041 | 6 | 3 | 21 | 0.0% |
| Q3 2025 | 33 | $28.1M | 692,119 | 1 | 7 | 14 | 0.0% |
| Q2 2025 | 40 | $30.4M | 774,550 | 8 | 13 | 9 | 0.0% |
| Q1 2025 | 35 | $24.2M | 652,659 | 1 | 5 | 15 | 0.0% |
| Q4 2024 | 39 | $30.2M | 782,255 | 3 | 8 | 14 | 0.0% |
| Q3 2024 | 39 | $51.4M | 1,351,585 | 6 | 7 | 12 | 0.0% |
| Q2 2024 | 38 | $89.4M | 2,472,295 | 12 | 13 | 7 | 0.0% |
| Q1 2024 | 29 | $51.9M | 1,491,311 | 11 | 3 | 7 | 0.0% |
| Q4 2023 | 23 | $19.1M | 569,057 | 2 | 1 | 11 | 0.0% |
| Q3 2023 | 24 | $25.3M | 820,966 | 2 | 1 | 12 | 0.0% |
| Q2 2023 | 25 | $35.7M | 1,135,330 | 9 | 8 | 2 | 0.0% |
| Q1 2023 | 21 | $15.8M | 537,825 | 7 | 2 | 4 | 0.0% |
| Q4 2022 | 17 | $10.4M | 380,428 | 3 | 1 | 3 | 0.0% |
| Q3 2022 | 16 | $438.8M | 17,073,950 | 1 | 3 | 2 | 0.0% |
| Q2 2022 | 16 | $447.5M | 16,969,226 | 5 | 5 | 2 | 0.0% |
| Q1 2022 | 14 | $239.1M | 8,026,344 | 2 | 3 | 5 | 0.0% |
| Q4 2021 | 15 | $24.9M | 849,519 | 0 | 2 | 5 | 0.0% |
| Q3 2021 | 14 | $26.7M | 951,916 | 2 | 1 | 4 | 0.0% |
| Q2 2021 | 15 | $29.6M | 1,059,910 | 9 | 2 | 1 | 0.0% |
| Q1 2021 | 6 | $14.7M | 550,139 | 2 | 1 | 0 | 0.0% |
| Q4 2020 | 5 | $3.8M | 143,220 | 3 | 0 | 0 | 0.0% |
| Q3 2020 | 3 | $3.3M | 125,077 | 0 | 1 | 0 | 0.0% |
| Q2 2020 | 3 | $3.1M | 122,160 | 2 | 0 | 0 | 0.0% |
| Q1 2020 | 1 | $191.0K | 6,850 | 0 | 0 | 0 | 0.0% |
| Q4 2019 | 1 | $191.0K | 6,850 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $191.0K | 6,850 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $191.0K | 6,850 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $191.0K | 6,850 | 1 | 0 | 0 | 0.0% |