DaveManuel.com · Institutional Ownership · Who Owns It
AIM ETF PRODUCTS TRUST (FEBT)
Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.
55
Reporting holders
$138.5M
Reported value
0.0%
Calls
0.0%
Puts
+22
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 |
|---|---|---|---|---|---|
| Gradient Investments LLC | $56.7M | 1,378,809 | 0.78% | 5q | +1.2%+$663.0K |
| AE Wealth Management LLC | $39.0M | 947,801 | 0.18% | 11q | +91741.2%+$38.9M |
| OSAIC HOLDINGS, INC. | $6.8M | 164,324 | 0.01% | 14q | -18.3%-$1.5M |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.5M | 109,042 | 0.01% | 10q | -5.5%-$259.3K |
| LPL Financial LLC | $3.8M | 91,753 | 0.00% | 10q | HELD |
| FWG Investments, LLC. | $3.0M | 72,521 | 1.58% | new | NEW |
| Wellment Financial | $2.6M | 62,476 | 2.93% | new | NEW |
| SMART Wealth LLC | $2.3M | 56,854 | 0.50% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $1.8M | 44,434 | 0.00% | 7q | +11.5%+$188.5K |
| Richmond Brothers, Inc. | $1.6M | 39,690 | 0.85% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 39,545 | 0.00% | 2q | +36.7%+$437.1K |
| Cetera Investment Advisers | $1.4M | 33,858 | 0.00% | 10q | +8.3%+$106.5K |
| Snowden Capital Advisors LLC | $1.1M | 26,588 | 0.03% | 3q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $1.1M | 26,161 | 0.00% | 10q | +12.6%+$120.1K |
| Lloyd Advisory Services, LLC. | $808.0K | 19,641 | 0.31% | new | NEW |
| Quest 10 Wealth Builders, Inc. | $800.8K | 19,465 | 0.62% | new | NEW |
| FSA Advisors, Inc. | $787.8K | 19,150 | 0.36% | new | NEW |
| Modern Wealth Management, LLC | $778.4K | 18,921 | 0.01% | 5q | -89.5%-$6.6M |
| JPMORGAN CHASE & CO | $728.3K | 17,815 | 0.00% | 5q | +8464.9%+$719.8K |
| Cambridge Investment Research Advisors, Inc. | $710.0K | 17,250 | 0.00% | 6q | +100.0%+$355.0K |
| Brown Financial Advisors | $653.1K | 15,875 | 0.23% | 5q | -1.1%-$7.2K |
| HARBOUR INVESTMENTS, INC. | $483.8K | 11,760 | 0.01% | 14q | -19.3%-$115.7K |
| GTS SECURITIES LLC | $471.7K | 11,466 | 0.01% | new | NEW |
| Sanctuary Advisors, LLC | $454.4K | 11,045 | 0.00% | 6q | HELD |
| Mattson Financial Services, LLC | $437.2K | 10,575 | 0.09% | 5q | +14.4%+$55.1K |
| Paladin Wealth, LLC | $406.3K | 9,876 | 0.24% | 5q | -6.1%-$26.3K |
| Csenge Advisory Group | $326.5K | 7,936 | 0.01% | new | NEW |
| A4 Wealth Advisors LLC | $316.8K | 7,701 | 0.21% | 4q | -44.3%-$251.7K |
| Strategic Blueprint, LLC | $303.1K | 7,368 | 0.02% | 5q | HELD |
| Focus Financial Network, Inc. | $280.3K | 6,813 | 0.01% | 10q | HELD |
| Nvest Financial, LLC | $273.2K | 6,640 | 0.09% | 2q | +2.1%+$5.6K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $272.3K | 6,620 | 0.03% | 14q | +2.7%+$7.2K |
| INDEPENDENT FINANCIAL GROUP, LLC | $268.5K | 6,526 | 0.01% | 6q | HELD |
| OLD MISSION CAPITAL LLC | $255.3K | 6,206 | 0.00% | new | NEW |
| Accurate Wealth Management, LLC | $222.6K | 5,375 | 0.02% | 2q | -4.1%-$9.6K |
| Kestra Advisory Services, LLC | $213.5K | 5,190 | 0.00% | 7q | -53.8%-$248.5K |
| Allianz SE | $205.7K | 5,000 | 0.00% | 3q | HELD |
| TOUNJIAN ADVISORY PARTNERS, LLC | $155.7K | 3,785 | 0.07% | new | NEW |
| Mosley Wealth Management | $106.6K | 2,590 | 0.03% | new | NEW |
| Innovative Asset Advisors Group, LLC | $95.4K | 2,320 | 0.04% | new | NEW |
| BARCLAYS PLC | $92.1K | 2,238 | 0.00% | new | NEW |
| AdvisorNet Financial, Inc | $65.8K | 1,600 | 0.00% | 13q | HELD |
| Decker Retirement Planning Inc. | $59.7K | 1,451 | 0.02% | new | NEW |
| Networth Advisors, LLC | $56.4K | 1,372 | 0.03% | new | NEW |
| Kingdom Financial Group LLC. | $54.5K | 1,324 | 0.01% | new | NEW |
| Key Capital Management, INC | $37.1K | 903 | 0.02% | new | NEW |
| Elevated Capital Advisors, LLC | $21.2K | 515 | 0.01% | new | NEW |
| BFC Planning, Inc. | $18.5K | 450 | 0.00% | new | NEW |
| ASSETMARK, INC | $16.5K | 400 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7.0K | 169 | 0.00% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $6.9K | 168 | 0.00% | 2q | HELD |
| IFP Advisors, Inc | $6.2K | 150 | 0.00% | 5q | HELD |
| CoreCap Advisors, LLC | $4.2K | 102 | 0.00% | new | NEW |
| Montgomery Financial Services LLC | $2.0K | 48 | 0.00% | new | FIRST |
| IFG Advisory, LLC | $1.9K | 47 | 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 | 12 | $63.1M | 1,497,764 | 0 | 3 | 4 | 0.0% |
| Q2 2026 | 55 | $138.5M | 3,367,702 | 24 | 11 | 9 | 0.0% |
| Q1 2026 | 33 | $84.7M | 2,259,868 | 4 | 16 | 8 | 0.0% |
| Q4 2025 | 33 | $99.7M | 2,613,290 | 2 | 3 | 19 | 0.0% |
| Q3 2025 | 31 | $93.6M | 2,537,679 | 1 | 9 | 13 | 0.0% |
| Q2 2025 | 34 | $100.1M | 2,850,881 | 11 | 9 | 8 | 0.0% |
| Q1 2025 | 25 | $41.2M | 1,261,909 | 6 | 9 | 6 | 0.0% |
| Q4 2024 | 23 | $18.8M | 556,880 | 3 | 7 | 9 | 0.0% |
| Q3 2024 | 19 | $17.0M | 515,946 | 2 | 1 | 9 | 0.0% |
| Q2 2024 | 20 | $40.3M | 1,263,696 | 1 | 4 | 7 | 0.0% |
| Q1 2024 | 26 | $72.5M | 2,345,157 | 16 | 4 | 3 | 0.0% |
| Q4 2023 | 12 | $27.4M | 937,469 | 3 | 1 | 5 | 0.0% |
| Q3 2023 | 12 | $21.4M | 813,565 | 0 | 4 | 7 | 0.0% |
| Q2 2023 | 13 | $28.0M | 1,039,539 | 4 | 1 | 6 | 0.0% |
| Q1 2023 | 12 | $32.4M | 1,282,775 | 12 | 0 | 0 | 0.0% |