DaveManuel.com · Institutional Ownership · Who Owns It
AIM ETF PRODUCTS TRUST (DECW)
Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.
84
Reporting holders
$161.2M
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 |
|---|---|---|---|---|---|
| AE Wealth Management LLC | $32.0M | 897,549 | 0.15% | 15q | +1.2%+$385.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $22.2M | 623,186 | 0.03% | 15q | -0.8%-$175.9K |
| OSAIC HOLDINGS, INC. | $11.4M | 320,645 | 0.01% | 15q | +5.2%+$563.0K |
| LPL Financial LLC | $8.3M | 232,172 | 0.00% | 11q | -0.8%-$68.7K |
| ACCESS FINANCIAL SERVICES, INC. | $7.8M | 220,052 | 2.57% | 7q | -10.1%-$884.1K |
| Allianz SE | $6.9M | 193,251 | 0.07% | 3q | +22.4%+$1.3M |
| POM Investment Strategies, LLC | $6.6M | 185,426 | 7.49% | 2q | +4.0%+$251.7K |
| AMERICAN ASSET MANAGEMENT INC. | $5.7M | 161,052 | 4.68% | 7q | -2.3%-$134.2K |
| RAYMOND JAMES FINANCIAL INC | $5.3M | 148,068 | 0.00% | 7q | HELD |
| Kestra Advisory Services, LLC | $4.9M | 138,677 | 0.02% | 15q | -3.7%-$188.2K |
| Wellment Financial | $4.6M | 129,916 | 5.28% | 7q | +1.4%+$63.8K |
| Coppell Advisory Solutions LLC | $3.7M | 337? | 0.31% | new | |
| Outlook Wealth Advisors, LLC | $3.6M | 100,801 | 0.78% | 7q | HELD |
| Cetera Investment Advisers | $3.5M | 98,337 | 0.00% | 15q | -10.0%-$390.4K |
| Spire Wealth Management | $2.6M | 72,279 | 0.08% | 7q | -2.5%-$65.9K |
| Networth Advisors, LLC | $2.0M | 55,130 | 1.14% | 3q | +3.6%+$67.6K |
| Integrated Wealth Management | $1.8M | 49,676 | 1.87% | 3q | +9.8%+$157.9K |
| Farther Finance Advisors, LLC | $1.7M | 47,768 | 0.01% | 8q | -2.0%-$35.4K |
| Cambridge Investment Research Advisors, Inc. | $1.4M | 39,912 | 0.00% | 15q | +97.6%+$702.2K |
| Aegis Wealth Management, Inc. | $1.4M | 39,855 | 0.92% | 3q | +3.7%+$50.2K |
| FSA Advisors, Inc. | $1.4M | 38,448 | 0.63% | 7q | +8.4%+$106.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 34,324 | 0.00% | 2q | -41.2%-$858.5K |
| HARBOUR INVESTMENTS, INC. | $1.2M | 34,002 | 0.02% | 15q | -21.4%-$330.2K |
| Focus Financial Network, Inc. | $1.2M | 33,844 | 0.04% | 7q | HELD |
| World Investment Advisors | $1.2M | 33,057 | 0.02% | 2q | +30.3%+$273.9K |
| First Heartland Consultants, Inc. | $1.1M | 30,831 | 0.07% | 15q | HELD |
| Lloyd Advisory Services, LLC. | $966.2K | 27,102 | 0.37% | 7q | +599.8%+$828.1K |
| Westshore Wealth, LLC | $899.2K | 25,223 | 0.28% | 3q | HELD |
| Cypress Wealth Services, LLC | $886.5K | 24,866 | 0.11% | 7q | -24.4%-$286.8K |
| BFC Planning, Inc. | $797.4K | 22,368 | 0.03% | 7q | HELD |
| TOUNJIAN ADVISORY PARTNERS, LLC | $773.3K | 21,690 | 0.33% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $724.2K | 20,314 | 0.00% | 15q | +37.2%+$196.4K |
| AssuredPartners Investment Advisors, LLC | $712.4K | 19,983 | 0.07% | 3q | -0.7%-$4.8K |
| PFG Advisors | $682.2K | 19,137 | 0.03% | 11q | HELD |
| Blackston Financial Advisory Group, LLC | $677.3K | 18,998 | 0.38% | 7q | -5.3%-$38.1K |
| OLD MISSION CAPITAL LLC | $631.3K | 17,708 | 0.01% | 5q | -46.6%-$550.6K |
| SMART Wealth LLC | $593.0K | 16,633 | 0.13% | 3q | -21.0%-$157.3K |
| CENTAURUS FINANCIAL, INC. | $525.0K | 14,723 | 0.02% | 7q | -2.1%-$11.5K |
| AdvisorNet Financial, Inc | $498.6K | 13,985 | 0.02% | 11q | HELD |
| Blue Water Asset Management | $487.1K | 13,664 | 0.16% | 3q | HELD |
| Csenge Advisory Group | $472.8K | 13,263 | 0.02% | 7q | -2.2%-$10.7K |
| Mosley Wealth Management | $470.4K | 13,195 | 0.15% | 2q | +2294.7%+$450.8K |
| Innovative Asset Advisors Group, LLC | $438.7K | 12,306 | 0.19% | new | NEW |
| Elevation Wealth Management LLC | $434.1K | 12,176 | 0.32% | 3q | HELD |
| Merit Financial Group, LLC | $415.3K | 11,649 | 0.00% | 12q | -4.4%-$18.9K |
| CITADEL ADVISORS LLC | $411.5K | 11,544 | 0.00% | new | NEW |
| Creative Planning | $405.7K | 11,380 | 0.00% | 6q | -3.0%-$12.5K |
| Advus Financial Partners, LLC | $404.8K | 11,355 | 0.12% | new | NEW |
| Tyche Wealth Partners LLC | $392.2K | 11,000 | 0.06% | 2q | HELD |
| Long Island Wealth Management, Inc. | $392.2K | 11,000 | 0.16% | 11q | HELD |
| Patriot Financial Group Insurance Agency, LLC | $384.8K | 10,795 | 0.04% | 6q | -50.0%-$384.8K |
| Garden State Investment Advisory Services LLC | $383.2K | 10,750 | 0.07% | 7q | HELD |
| JPMORGAN CHASE & CO | $373.9K | 10,520 | 0.00% | new | NEW |
| MML INVESTORS SERVICES, LLC | $368.4K | 10,335 | 0.00% | 3q | HELD |
| INDEPENDENT FINANCIAL GROUP, LLC | $348.5K | 9,774 | 0.01% | 11q | HELD |
| HRT FINANCIAL LP | $346.0K | 9,729 | 0.00% | new | NEW |
| Grantvest Financial Group LLC | $334.0K | 9,369 | 0.19% | 7q | -2.9%-$10.1K |
| Signal Advisors Wealth, LLC | $325.8K | 9,138 | 0.02% | 6q | -14.5%-$55.1K |
| Joseph P. Lucia & Associates, LLC | $287.7K | 8,069 | 0.09% | 7q | -0.9%-$2.7K |
| Concurrent Investment Advisors, LLC | $277.5K | 7,784 | 0.00% | 3q | +15.9%+$38.0K |
| BANK OF AMERICA CORP /DE/ | $252.1K | 7,071 | 0.00% | 2q | HELD |
| Koshinski Asset Management, Inc. | $251.2K | 7,045 | 0.01% | 9q | HELD |
| TAGStone Capital, Inc. | $244.6K | 6,860 | 0.08% | 3q | HELD |
| Castle Rock Wealth Management, LLC | $239.8K | 6,729 | 0.05% | 5q | HELD |
| COMPASS FINANCIAL MANAGEMENT LLC | $225.3K | 6,253 | 0.03% | new | FIRST |
| Advisory Alpha, LLC | $213.7K | 5,993 | 0.01% | 2q | HELD |
| Allegheny Financial Group | $210.2K | 5,894 | 0.02% | new | NEW |
| Quest 10 Wealth Builders, Inc. | $164.8K | 4,623 | 0.13% | 7q | -1.1%-$1.9K |
| Kingdom Financial Group LLC. | $138.1K | 3,873 | 0.04% | 7q | HELD |
| Ankerstar Wealth, LLC | $128.7K | 3,611 | 0.11% | 3q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $110.7K | 3,106 | 0.01% | 15q | +1.5%+$1.7K |
| IFP Advisors, Inc | $59.2K | 1,661 | 0.00% | 15q | HELD |
| Key Capital Management, INC | $50.7K | 1,421 | 0.03% | 3q | +38.5%+$14.1K |
| ROYAL BANK OF CANADA | $41.0K | 1,138 | 0.00% | 3q | HELD |
| DHJJ Financial Advisors, Ltd. | $39.4K | 1,105 | 0.01% | 12q | HELD |
| ST GERMAIN D J CO INC | $38.4K | 1,077 | 0.00% | 2q | HELD |
| LANARK FINANCIAL, INC. | $28.5K | 800 | 0.00% | 6q | HELD |
| EverSource Wealth Advisors, LLC | $25.6K | 719 | 0.00% | 10q | -13.2%-$3.9K |
| Decker Retirement Planning Inc. | $20.3K | 569 | 0.01% | 7q | HELD |
| Geneos Wealth Management Inc. | $19.1K | 536 | 0.00% | 4q | HELD |
| EVOLUTION WEALTH MANAGEMENT INC. | $17.0K | 477 | 0.01% | new | NEW |
| IFG Advisory, LLC | $11.6K | 324 | 0.00% | new | NEW |
| Elevated Capital Advisors, LLC | $9.7K | 272 | 0.00% | 3q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $8.2K | 229 | 0.00% | new | NEW |
| ASSETMARK, INC | $4.6K | 130 | 0.00% | 3q | 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 28 | $31.0M | 847,780 | 1 | 8 | 8 | 0.0% |
| Q2 2026 | 84 | $161.2M | 4,521,299 | 10 | 17 | 25 | 0.0% |
| Q1 2026 | 82 | $157.5M | 4,714,606 | 12 | 20 | 29 | 0.0% |
| Q4 2025 | 75 | $153.5M | 4,522,856 | 15 | 20 | 25 | 0.0% |
| Q3 2025 | 70 | $249.9M | 7,579,042 | 7 | 16 | 27 | 0.0% |
| Q2 2025 | 75 | $282.2M | 8,936,898 | 7 | 25 | 28 | 0.0% |
| Q1 2025 | 77 | $269.7M | 9,006,771 | 8 | 28 | 22 | 0.0% |
| Q4 2024 | 75 | $240.1M | 7,891,954 | 31 | 13 | 9 | 0.0% |
| Q3 2024 | 37 | $39.4M | 1,307,255 | 3 | 5 | 15 | 0.0% |
| Q2 2024 | 39 | $46.5M | 1,565,716 | 3 | 7 | 12 | 0.0% |
| Q1 2024 | 41 | $48.5M | 1,670,352 | 4 | 9 | 13 | 0.0% |
| Q4 2023 | 47 | $74.0M | 2,609,552 | 18 | 13 | 11 | 0.0% |
| Q3 2023 | 27 | $42.2M | 1,607,430 | 2 | 4 | 19 | 0.0% |
| Q2 2023 | 30 | $87.1M | 3,243,338 | 5 | 6 | 15 | 0.0% |
| Q1 2023 | 29 | $105.5M | 4,133,620 | 6 | 11 | 8 | 0.0% |
| Q4 2022 | 26 | $80.9M | 3,309,737 | 24 | 0 | 0 | 0.0% |