DaveManuel.com · Institutional Ownership · Who Owns It
AIM ETF PRODUCTS TRUST (ARLU)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
25
Reporting holders
$49.7M
Reported value
0.0%
Calls
0.0%
Puts
+2
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 |
|---|---|---|---|---|---|
| Allianz SE | $14.4M | 450,474 | 0.15% | 3q | +4.5%+$621.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $9.3M | 289,739 | 0.01% | 9q | -5.1%-$494.2K |
| RFG Advisory, LLC | $6.3M | 197,978 | 0.10% | 7q | +4.0%+$245.4K |
| ARS Wealth Advisors Group, LLC | $4.3M | 134,753 | 0.34% | 6q | HELD |
| STEPHENS INC /AR/ | $3.1M | 98,156 | 0.04% | 9q | +6.6%+$193.3K |
| Kestra Advisory Services, LLC | $2.7M | 85,672 | 0.01% | 9q | -1.0%-$28.8K |
| USA FINANCIAL FORMULAS | $2.4M | 73,827 | 0.43% | new | FIRST |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 33,524 | 0.00% | 4q | -45.8%-$904.6K |
| MML INVESTORS SERVICES, LLC | $751.9K | 23,549 | 0.00% | new | NEW |
| Arax Advisory Partners | $642.7K | 20,128 | 0.00% | 3q | +26.0%+$132.5K |
| Foundations Investment Advisors, LLC | $617.4K | 19,337 | 0.01% | 8q | +61.2%+$234.5K |
| ENVESTNET ASSET MANAGEMENT INC | $576.3K | 18,050 | 0.00% | new | NEW |
| INDEPENDENT FINANCIAL GROUP, LLC | $545.3K | 17,080 | 0.01% | 9q | +25.4%+$110.3K |
| Cetera Investment Advisers | $479.4K | 15,016 | 0.00% | 9q | HELD |
| First Heartland Consultants, Inc. | $442.8K | 13,867 | 0.03% | 9q | HELD |
| SILVER OAK SECURITIES, INCORPORATED | $395.6K | 12,390 | 0.02% | 9q | HELD |
| RAYMOND JAMES FINANCIAL INC | $361.4K | 11,318 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $306.3K | 9,668 | 0.00% | 6q | -24.1%-$97.4K |
| Patriot Financial Group Insurance Agency, LLC | $305.4K | 9,566 | 0.03% | 9q | -50.0%-$305.4K |
| Walser Wealth Management Company, A Ltd Liability Co | $259.9K | 8,140 | 0.11% | 3q | HELD |
| HARBOUR INVESTMENTS, INC. | $238.9K | 7,482 | 0.00% | 8q | -34.8%-$127.7K |
| OSAIC HOLDINGS, INC. | $135.7K | 4,250 | 0.00% | 9q | +3.4%+$4.5K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $94.2K | 2,950 | 0.00% | 8q | -11.9%-$12.8K |
| Farther Finance Advisors, LLC | $16.6K | 519 | 0.00% | new | NEW |
| COUNTRY TRUST BANK | $4.0K | 125 | 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 | 7 | $8.5M | 261,284 | 0 | 1 | 2 | 0.0% |
| Q2 2026 | 25 | $49.7M | 1,557,558 | 5 | 7 | 7 | 0.0% |
| Q1 2026 | 23 | $44.1M | 1,537,825 | 2 | 7 | 6 | 0.0% |
| Q4 2025 | 25 | $42.6M | 1,404,917 | 4 | 5 | 10 | 0.0% |
| Q3 2025 | 22 | $34.9M | 1,171,927 | 1 | 5 | 10 | 0.0% |
| Q2 2025 | 24 | $35.2M | 1,263,845 | 4 | 10 | 6 | 0.0% |
| Q1 2025 | 20 | $28.4M | 1,106,305 | 5 | 7 | 5 | 0.0% |
| Q4 2024 | 18 | $22.8M | 837,649 | 2 | 3 | 9 | 0.0% |
| Q3 2024 | 19 | $21.0M | 780,127 | 7 | 5 | 3 | 0.0% |
| Q2 2024 | 13 | $25.0M | 884,062 | 13 | 0 | 0 | 0.0% |
