DaveManuel.com · Institutional Ownership · Who Owns It
AIM ETF PRODUCTS TRUST (AUGW)
Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.
55
Reporting holders
$106.9M
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 |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | $28.0M | 821,230 | 0.01% | 7q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $12.8M | 376,381 | 0.02% | 12q | -5.0%-$678.6K |
| OSAIC HOLDINGS, INC. | $9.8M | 288,312 | 0.01% | 12q | +2.3%+$222.2K |
| Allianz SE | $6.8M | 200,818 | 0.07% | 3q | +22.5%+$1.3M |
| ACCESS FINANCIAL SERVICES, INC. | $5.5M | 160,448 | 1.79% | 4q | -4.0%-$225.8K |
| LPL Financial LLC | $4.0M | 118,420 | 0.00% | 10q | +8.8%+$327.6K |
| Cetera Investment Advisers | $3.5M | 104,268 | 0.00% | 12q | -5.8%-$217.1K |
| Advisory Alpha, LLC | $3.5M | 103,834 | 0.09% | 12q | -3.2%-$118.6K |
| AMERICAN ASSET MANAGEMENT INC. | $3.4M | 99,779 | 2.77% | 8q | -0.8%-$26.7K |
| Kestra Advisory Services, LLC | $2.3M | 68,564 | 0.01% | 12q | -28.9%-$948.9K |
| PARK AVENUE SECURITIES LLC | $2.2M | 64,084 | 0.01% | 5q | HELD |
| Cambridge Investment Research Advisors, Inc. | $2.0M | 58,298 | 0.00% | 12q | +99.1%+$987.3K |
| GTS FINANCIAL, LLC | $1.7M | 56,858 | 1.27% | 2q | -2.3%-$41.1K |
| World Investment Advisors | $1.7M | 50,923 | 0.03% | 2q | +1.5%+$25.0K |
| ENVESTNET ASSET MANAGEMENT INC | $1.7M | 49,733 | 0.00% | 12q | -11.0%-$209.9K |
| Spire Wealth Management | $1.4M | 42,492 | 0.04% | 7q | -42.3%-$1.1M |
| Castle Rock Wealth Management, LLC | $1.4M | 40,567 | 0.27% | 8q | HELD |
| PFG Advisors | $1.3M | 37,681 | 0.06% | 11q | -2.1%-$27.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 31,547 | 0.00% | 5q | +39.4%+$303.5K |
| OLD MISSION CAPITAL LLC | $1.0M | 30,568 | 0.02% | 6q | +16.3%+$146.2K |
| HARBOUR INVESTMENTS, INC. | $1.0M | 29,853 | 0.01% | 12q | -2.3%-$23.9K |
| Westshore Wealth, LLC | $981.7K | 28,836 | 0.30% | 4q | -14.7%-$168.8K |
| Focus Financial Network, Inc. | $898.9K | 26,404 | 0.03% | 11q | +2.3%+$20.2K |
| Innovative Asset Advisors Group, LLC | $722.1K | 21,211 | 0.32% | new | NEW |
| MML INVESTORS SERVICES, LLC | $717.4K | 21,073 | 0.00% | 4q | HELD |
| Advus Financial Partners, LLC | $676.2K | 19,862 | 0.19% | new | NEW |
| Merit Financial Group, LLC | $640.5K | 18,813 | 0.00% | 5q | -9.1%-$64.2K |
| Crown Wealth Group, LLC | $622.6K | 18,289 | 0.16% | 5q | HELD |
| Joseph P. Lucia & Associates, LLC | $541.2K | 15,898 | 0.16% | 5q | HELD |
| BFC Planning, Inc. | $517.3K | 15,194 | 0.02% | 7q | -36.3%-$294.5K |
| AE Wealth Management LLC | $458.3K | 13,463 | 0.00% | 8q | HELD |
| CENTAURUS FINANCIAL, INC. | $362.0K | 10,629 | 0.01% | 8q | HELD |
| Concurrent Investment Advisors, LLC | $317.9K | 9,337 | 0.00% | 2q | HELD |
| Forty-three Eighteen Advisors, LLC | $306.4K | 9,000 | 0.21% | 3q | HELD |
| INDEPENDENT FINANCIAL GROUP, LLC | $298.0K | 8,754 | 0.01% | 4q | HELD |
| Diligent Investors, LLC | $287.9K | 8,455 | 0.06% | 4q | +2.4%+$6.8K |
| RED CRANE WEALTH MANAGEMENT, LLC | $253.7K | 7,451 | 0.19% | 7q | HELD |
| Allegheny Financial Group | $236.6K | 6,950 | 0.03% | 11q | HELD |
| Farther Finance Advisors, LLC | $236.5K | 6,947 | 0.00% | 8q | -8.8%-$22.7K |
| Grantvest Financial Group LLC | $230.4K | 6,768 | 0.13% | 7q | HELD |
| Ausdal Financial Partners, Inc. | $229.5K | 6,742 | 0.01% | 5q | HELD |
| GTS SECURITIES LLC | $229.4K | 6,739 | 0.00% | 4q | HELD |
| Cypress Wealth Services, LLC | $216.9K | 6,372 | 0.03% | 4q | HELD |
| Global Retirement Partners, LLC | $184.6K | 5,421 | 0.00% | 5q | HELD |
| Lloyd Advisory Services, LLC. | $153.1K | 4,496 | 0.06% | new | NEW |
| Elevated Capital Advisors, LLC | $90.3K | 2,652 | 0.02% | 8q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $54.5K | 1,602 | 0.00% | 11q | -3.3%-$1.8K |
| UBS Group AG | $52.8K | 1,552 | 0.00% | 6q | +64.6%+$20.7K |
| COMPASS FINANCIAL MANAGEMENT LLC | $31.2K | 906 | 0.00% | new | FIRST |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $25.9K | 760 | 0.00% | 12q | HELD |
| ST GERMAIN D J CO INC | $18.8K | 553 | 0.00% | 2q | HELD |
| Ankerstar Wealth, LLC | $17.3K | 508 | 0.01% | 3q | HELD |
| IFP Advisors, Inc | $10.2K | 300 | 0.00% | 4q | HELD |
| TOUNJIAN ADVISORY PARTNERS, LLC | $783 | 23 | 0.00% | new | NEW |
| IFG Advisory, LLC | $443 | 13 | 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 | 16 | $11.0M | 315,543 | 2 | 7 | 2 | 0.0% |
| Q2 2026 | 55 | $106.9M | 3,146,631 | 5 | 10 | 16 | 0.0% |
| Q1 2026 | 53 | $103.5M | 3,224,136 | 4 | 12 | 20 | 0.0% |
| Q4 2025 | 51 | $107.2M | 3,296,381 | 3 | 9 | 20 | 0.0% |
| Q3 2025 | 51 | $117.7M | 3,686,531 | 12 | 18 | 11 | 0.0% |
| Q2 2025 | 46 | $79.8M | 2,608,642 | 9 | 8 | 15 | 0.0% |
| Q1 2025 | 40 | $73.2M | 2,541,870 | 6 | 2 | 22 | 0.0% |
| Q4 2024 | 43 | $91.5M | 3,127,446 | 5 | 5 | 16 | 0.0% |
| Q3 2024 | 54 | $221.4M | 7,677,188 | 24 | 15 | 10 | 0.0% |
| Q2 2024 | 33 | $47.7M | 1,708,276 | 4 | 4 | 14 | 0.0% |
| Q1 2024 | 36 | $104.9M | 3,868,406 | 8 | 4 | 13 | 0.0% |
| Q4 2023 | 37 | $183.4M | 7,047,747 | 9 | 16 | 7 | 0.0% |
| Q3 2023 | 31 | $132.4M | 5,456,769 | 30 | 0 | 0 | 0.0% |