DaveManuel.com · Institutional Ownership · Who Owns It
AIM ETF PRODUCTS TRUST (FEBW)
Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.
67
Reporting holders
$142.2M
Reported value
0.0%
Calls
0.0%
Puts
+16
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 | $33.3M | 938,280 | 0.16% | 14q | +12975.3%+$33.1M |
| LPL Financial LLC | $10.4M | 293,322 | 0.00% | 11q | +0.6%+$65.9K |
| Kestra Advisory Services, LLC | $9.7M | 271,861 | 0.03% | 14q | -9.5%-$1.0M |
| OSAIC HOLDINGS, INC. | $9.0M | 254,242 | 0.01% | 14q | -27.4%-$3.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $8.6M | 242,499 | 0.01% | 14q | -6.0%-$548.0K |
| POM Investment Strategies, LLC | $7.2M | 203,177 | 8.18% | new | NEW |
| Allianz SE | $6.8M | 191,866 | 0.07% | 3q | +22.6%+$1.3M |
| Wellment Financial | $5.1M | 142,672 | 5.78% | new | NEW |
| AMERICAN ASSET MANAGEMENT INC. | $5.0M | 140,875 | 4.08% | 6q | -7.5%-$406.9K |
| Outlook Wealth Advisors, LLC | $3.8M | 108,127 | 0.83% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $3.8M | 107,751 | 0.00% | 7q | -1.2%-$45.2K |
| Spire Wealth Management | $3.0M | 85,018 | 0.09% | 7q | HELD |
| Cetera Investment Advisers | $2.6M | 73,583 | 0.00% | 14q | +6.8%+$166.7K |
| Networth Advisors, LLC | $2.1M | 60,456 | 1.25% | new | NEW |
| World Investment Advisors | $2.0M | 56,841 | 0.03% | 2q | -5.6%-$119.7K |
| HARBOUR INVESTMENTS, INC. | $2.0M | 56,491 | 0.03% | 14q | -8.9%-$195.6K |
| Cambridge Investment Research Advisors, Inc. | $2.0M | 55,276 | 0.00% | 14q | +100.0%+$982.0K |
| Integrated Wealth Management | $1.9M | 54,581 | 2.05% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 48,188 | 0.00% | 5q | +437.8%+$1.4M |
| FSA Advisors, Inc. | $1.4M | 40,315 | 0.66% | new | NEW |
| BFC Planning, Inc. | $1.3M | 37,346 | 0.05% | 7q | -3.2%-$43.8K |
| Focus Financial Network, Inc. | $1.3M | 36,456 | 0.04% | 10q | HELD |
| JIM SAULNIER & ASSOCIATES, LLC | $1.2M | 34,981 | 0.50% | 6q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $1.0M | 28,856 | 0.00% | 14q | -23.7%-$318.7K |
| Forty-three Eighteen Advisors, LLC | $938.9K | 26,417 | 0.63% | 3q | HELD |
| Lloyd Advisory Services, LLC. | $883.4K | 24,857 | 0.34% | 3q | +3826.9%+$860.9K |
| Farther Finance Advisors, LLC | $852.7K | 23,993 | 0.01% | 8q | -2.3%-$20.4K |
| TOUNJIAN ADVISORY PARTNERS, LLC | $833.5K | 23,453 | 0.36% | new | NEW |
| Joseph P. Lucia & Associates, LLC | $830.9K | 23,380 | 0.25% | 6q | -5.2%-$45.8K |
| OLD MISSION CAPITAL LLC | $802.5K | 22,579 | 0.01% | 9q | -27.4%-$303.4K |
| First Heartland Consultants, Inc. | $767.6K | 21,597 | 0.05% | 4q | HELD |
| Blackston Financial Advisory Group, LLC | $741.6K | 20,867 | 0.42% | new | NEW |
| Fortis Capital Management LLC | $681.7K | 19,182 | 0.08% | 6q | HELD |
| INDEPENDENT FINANCIAL GROUP, LLC | $656.7K | 18,479 | 0.01% | 14q | HELD |
| SMART Wealth LLC | $597.5K | 16,812 | 0.13% | new | NEW |
| MML INVESTORS SERVICES, LLC | $524.8K | 14,765 | 0.00% | 6q | +17.2%+$76.9K |
| SRH ADVISORS, LLC | $515.3K | 14,500 | 0.13% | 2q | HELD |
| Tyche Wealth Partners LLC | $489.6K | 13,775 | 0.07% | 2q | HELD |
| Csenge Advisory Group | $485.5K | 13,660 | 0.02% | new | NEW |
| Stonebridge Financial Group, LLC / MO | $482.3K | 13,571 | 0.32% | 3q | HELD |
| Westshore Wealth, LLC | $396.0K | 11,141 | 0.12% | 2q | -28.3%-$156.6K |
| Mosley Wealth Management | $368.8K | 10,377 | 0.12% | new | NEW |
| Concurrent Investment Advisors, LLC | $315.4K | 8,874 | 0.00% | 4q | -3.5%-$11.5K |
| Castle Rock Wealth Management, LLC | $303.7K | 8,536 | 0.06% | 7q | +10.0%+$27.6K |
| Foundations Investment Advisors, LLC | $292.5K | 8,230 | 0.00% | 2q | -8.9%-$28.6K |
| Secure Asset Management, LLC | $284.4K | 8,001 | 0.04% | 5q | HELD |
| Moors & Cabot, Inc. | $271.9K | 7,650 | 0.01% | 3q | -6.1%-$17.8K |
| ACCESS FINANCIAL SERVICES, INC. | $255.5K | 7,190 | 0.08% | 2q | -65.7%-$490.1K |
| Modern Wealth Management, LLC | $242.9K | 6,833 | 0.00% | 5q | -90.6%-$2.4M |
| Global Retirement Partners, LLC | $229.7K | 6,463 | 0.00% | 5q | HELD |
| KINTRA WEALTH, LLC | $203.0K | 5,612 | 0.01% | new | NEW |
| Avidian Wealth Enterprises, LLC | $202.8K | 5,707 | 0.01% | new | NEW |
| Gallagher Fiduciary Advisors, LLC | $200.3K | 5,635 | 0.01% | 10q | -20.4%-$51.2K |
| Quest 10 Wealth Builders, Inc. | $180.3K | 5,074 | 0.14% | new | NEW |
| Luminist Capital LLC | $174.3K | 4,904 | 0.20% | 7q | HELD |
| LANARK FINANCIAL, INC. | $166.1K | 4,673 | 0.01% | 12q | -14.6%-$28.3K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $117.7K | 3,312 | 0.01% | 14q | -3.1%-$3.7K |
| Innovative Asset Advisors Group, LLC | $93.6K | 2,633 | 0.04% | new | NEW |
| Key Capital Management, INC | $55.3K | 1,555 | 0.03% | new | NEW |
| IFP Advisors, Inc | $39.1K | 1,100 | 0.00% | 6q | +0.9% |
| Kingdom Financial Group LLC. | $29.5K | 830 | 0.01% | 3q | +31.1%+$7.0K |
| UBS Group AG | $25.7K | 724 | 0.00% | new | NEW |
| Decker Retirement Planning Inc. | $22.2K | 625 | 0.01% | new | NEW |
| PFS Partners, LLC | $21.3K | 600 | 0.01% | 5q | HELD |
| EVOLUTION WEALTH MANAGEMENT INC. | $18.7K | 526 | 0.01% | new | NEW |
| Financial Network Wealth Advisors LLC | $12.3K | 345 | 0.01% | 7q | HELD |
| ASSETMARK, INC | $8.9K | 250 | 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 | 23 | $27.7M | 763,265 | 1 | 7 | 4 | 0.0% |
| Q2 2026 | 67 | $142.2M | 4,002,347 | 20 | 11 | 21 | 0.0% |
| Q1 2026 | 51 | $84.5M | 2,522,496 | 9 | 22 | 9 | 0.0% |
| Q4 2025 | 48 | $71.9M | 2,117,581 | 5 | 8 | 17 | 0.0% |
| Q3 2025 | 44 | $67.7M | 2,049,234 | 3 | 7 | 15 | 0.0% |
| Q2 2025 | 46 | $70.8M | 2,216,359 | 7 | 12 | 14 | 0.0% |
| Q1 2025 | 45 | $66.1M | 2,174,991 | 13 | 18 | 6 | 0.0% |
| Q4 2024 | 37 | $39.7M | 1,281,549 | 5 | 7 | 16 | 0.0% |
| Q3 2024 | 38 | $43.6M | 1,436,436 | 3 | 3 | 18 | 0.0% |
| Q2 2024 | 43 | $49.5M | 1,668,858 | 10 | 6 | 13 | 0.0% |
| Q1 2024 | 48 | $124.9M | 4,312,911 | 23 | 16 | 6 | 0.0% |
| Q4 2023 | 30 | $38.2M | 1,368,825 | 6 | 4 | 14 | 0.0% |
| Q3 2023 | 26 | $35.3M | 1,349,217 | 3 | 2 | 14 | 0.0% |
| Q2 2023 | 25 | $53.2M | 2,011,890 | 6 | 7 | 5 | 0.0% |
| Q1 2023 | 21 | $37.4M | 1,483,104 | 21 | 0 | 0 | 0.0% |