DaveManuel.com · Institutional Ownership · Who Owns It
AIM ETF PRODUCTS TRUST ALLIANZIM US EQ (FEBU)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
21
Reporting holders
$44.2M
Reported value
0.0%
Calls
0.0%
Puts
-1
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 | $15.2M | 511,395 | 0.16% | 3q | +3.0%+$436.2K |
| NBZ Investment Advisors LLC | $7.9M | 267,443 | 3.10% | 6q | -0.7%-$53.9K |
| Stratos Wealth Advisors, LLC | $5.3M | 178,419 | 0.29% | 5q | -0.9%-$49.1K |
| STEPHENS INC /AR/ | $4.2M | 141,530 | 0.05% | 6q | HELD |
| Savant Capital, LLC | $2.3M | 77,632 | 0.01% | 6q | HELD |
| ARS Wealth Advisors Group, LLC | $2.1M | 70,172 | 0.16% | 6q | HELD |
| Kestra Advisory Services, LLC | $2.0M | 67,155 | 0.01% | 6q | -60.4%-$3.0M |
| Creative Planning | $962.9K | 32,431 | 0.00% | 5q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $747.1K | 25,165 | 0.00% | 6q | -3.1%-$23.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $684.1K | 23,040 | 0.00% | 4q | -42.3%-$501.6K |
| Arax Advisory Partners | $589.4K | 19,851 | 0.00% | 3q | +12.0%+$63.0K |
| CreativeOne Wealth, LLC | $453.7K | 15,282 | 0.01% | 5q | -3.8%-$18.1K |
| Foundations Investment Advisors, LLC | $398.1K | 13,408 | 0.00% | 2q | -9.5%-$41.7K |
| HARBOUR INVESTMENTS, INC. | $358.2K | 12,066 | 0.00% | 6q | -16.0%-$68.3K |
| LPL Financial LLC | $320.1K | 10,780 | 0.00% | 5q | +3.9%+$11.9K |
| Farther Finance Advisors, LLC | $295.8K | 9,962 | 0.00% | new | NEW |
| Cetera Investment Advisers | $245.4K | 8,266 | 0.00% | 5q | +10.0%+$22.3K |
| OSAIC HOLDINGS, INC. | $56.4K | 1,900 | 0.00% | 2q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $22.7K | 766 | 0.00% | 5q | HELD |
| IFP Advisors, Inc | $16.1K | 541 | 0.00% | 5q | HELD |
| Key Capital Management, INC | $2.5K | 85 | 0.00% | 2q | 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 | 3 | $2.7M | 91,380 | 0 | 1 | 2 | 0.0% |
| Q2 2026 | 21 | $44.2M | 1,487,289 | 1 | 4 | 8 | 0.0% |
| Q1 2026 | 22 | $43.4M | 1,609,967 | 5 | 9 | 2 | 0.0% |
| Q4 2025 | 22 | $35.6M | 1,284,444 | 3 | 3 | 7 | 0.0% |
| Q3 2025 | 22 | $34.5M | 1,264,075 | 3 | 6 | 8 | 0.0% |
| Q2 2025 | 21 | $42.1M | 1,638,615 | 8 | 6 | 3 | 0.0% |
| Q1 2025 | 19 | $32.1M | 1,336,313 | 19 | 0 | 0 | 0.0% |