DaveManuel.com · Institutional Ownership · Who Owns It
AIM ETF PRODUCTS TRUST (JANW)
Institutional ownership reported to the SEC as of Q2 2026, across 23 quarters.
89
Reporting holders
$281.7M
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 |
|---|---|---|---|---|---|
| AMERICAN ASSET MANAGEMENT INC. | $41.3M | 1,067,663 | 33.67% | 11q | -2.8%-$1.2M |
| AE Wealth Management LLC | $40.2M | 1,038,260 | 0.19% | 22q | +2.5%+$965.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $22.3M | 576,590 | 0.03% | 22q | -2.0%-$443.7K |
| RAYMOND JAMES FINANCIAL INC | $17.9M | 461,955 | 0.00% | 7q | +9.4%+$1.5M |
| OSAIC HOLDINGS, INC. | $12.1M | 313,343 | 0.01% | 18q | +6.3%+$718.6K |
| LPL Financial LLC | $10.3M | 267,032 | 0.00% | 11q | -3.6%-$389.9K |
| Cetera Investment Advisers | $10.1M | 260,206 | 0.01% | 15q | HELD |
| Advyzon Investment Management, LLC | $8.5M | 219,635 | 0.62% | 4q | +60.0%+$3.2M |
| POM Investment Strategies, LLC | $8.4M | 217,199 | 9.52% | 2q | +4.0%+$324.1K |
| Kestra Advisory Services, LLC | $6.8M | 176,060 | 0.02% | 19q | -23.9%-$2.1M |
| Allianz SE | $6.7M | 174,013 | 0.07% | 3q | +23.0%+$1.3M |
| Wellment Financial | $5.9M | 152,142 | 6.71% | 7q | +1.8%+$105.9K |
| Guardian Capital, LLC | $5.6M | 144,365 | 4.57% | 3q | +38.9%+$1.6M |
| BCGM Wealth Management, LLC | $4.8M | 124,426 | 1.02% | 15q | HELD |
| Outlook Wealth Advisors, LLC | $4.6M | 118,060 | 0.99% | 7q | HELD |
| Compass Advisory Group LLC | $4.4M | 114,139 | 1.05% | 19q | -1.3%-$56.8K |
| ENVESTNET ASSET MANAGEMENT INC | $3.8M | 97,001 | 0.00% | 22q | +10.8%+$366.6K |
| Cambridge Investment Research Advisors, Inc. | $3.7M | 95,750 | 0.00% | 18q | +98.1%+$1.8M |
| Long Island Wealth Management, Inc. | $3.7M | 94,923 | 1.52% | 11q | HELD |
| World Investment Advisors | $3.5M | 91,787 | 0.06% | 2q | +13.3%+$417.9K |
| Ausdal Financial Partners, Inc. | $3.4M | 88,988 | 0.13% | 2q | +89.4%+$1.6M |
| CENTAURUS FINANCIAL, INC. | $3.1M | 79,415 | 0.12% | 14q | -1.1%-$34.3K |
| Spire Wealth Management | $2.7M | 69,662 | 0.08% | 11q | -0.8%-$22.5K |
| Networth Advisors, LLC | $2.5M | 64,401 | 1.45% | 3q | +3.8%+$91.7K |
| Farther Finance Advisors, LLC | $2.5M | 64,009 | 0.02% | 6q | +1.4%+$33.8K |
| IFP Advisors, Inc | $2.3M | 59,923 | 0.04% | 19q | HELD |
| Integrated Wealth Management | $2.2M | 58,136 | 2.37% | 3q | +10.0%+$204.3K |
| GTS FINANCIAL, LLC | $2.1M | 61,531 | 1.57% | 2q | +169.4%+$1.4M |
| HARBOUR INVESTMENTS, INC. | $2.0M | 51,143 | 0.03% | 18q | -5.5%-$115.0K |
| FSA Advisors, Inc. | $1.7M | 44,851 | 0.80% | 7q | +8.0%+$129.2K |
| Joseph P. Lucia & Associates, LLC | $1.7M | 44,755 | 0.52% | 7q | HELD |
| Aegis Wealth Management, Inc. | $1.7M | 44,680 | 1.12% | 3q | -49.2%-$1.7M |
| Blue Water Asset Management | $1.7M | 44,490 | 0.56% | 3q | HELD |
| Perennial Investment Advisors, LLC | $1.6M | 40,779 | 0.10% | 2q | HELD |
| Grantvest Financial Group LLC | $1.3M | 34,428 | 0.77% | 7q | -10.2%-$150.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 32,401 | 0.00% | 2q | -4.0%-$51.7K |
| Sigma Planning Corp | $1.2M | 31,789 | 0.03% | 10q | HELD |
| Castle Rock Wealth Management, LLC | $1.2M | 31,422 | 0.24% | 10q | -3.4%-$42.2K |
| Lloyd Advisory Services, LLC. | $1.2M | 29,911 | 0.45% | 7q | +736.9%+$1.0M |
| PFG Advisors | $1.1M | 27,402 | 0.05% | 11q | -11.3%-$135.4K |
| Midwest Financial Network, LLC | $991.5K | 25,636 | 0.68% | 7q | -12.1%-$137.0K |
| TOUNJIAN ADVISORY PARTNERS, LLC | $982.1K | 25,393 | 0.42% | new | NEW |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $956.2K | 24,724 | 0.05% | 18q | +3.8%+$35.4K |
| Blackston Financial Advisory Group, LLC | $861.9K | 22,285 | 0.49% | 7q | -5.1%-$46.7K |
| Concurrent Investment Advisors, LLC | $754.8K | 19,517 | 0.01% | 4q | -3.5%-$27.6K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $743.1K | 19,213 | 0.09% | 14q | -2.7%-$20.3K |
| SMART Wealth LLC | $730.4K | 18,885 | 0.16% | 3q | -21.4%-$198.9K |
| Arkadios Wealth Advisors | $681.5K | 17,622 | 0.01% | 5q | HELD |
| Csenge Advisory Group | $601.7K | 15,558 | 0.02% | 7q | -1.8%-$11.3K |
| Mosley Wealth Management | $597.1K | 15,438 | 0.19% | 2q | +5297.9%+$586.0K |
| PARK AVENUE SECURITIES LLC | $597.0K | 15,440 | 0.00% | 18q | +0.9%+$5.3K |
| Advus Financial Partners, LLC | $590.0K | 15,256 | 0.17% | new | NEW |
| BIP Wealth, LLC | $535.3K | 13,842 | 0.02% | 3q | HELD |
| Focus Financial Network, Inc. | $513.1K | 13,267 | 0.02% | 10q | HELD |
| OLD MISSION CAPITAL LLC | $483.7K | 12,506 | 0.01% | 2q | -71.8%-$1.2M |
| Advisory Solutions Group, LLC | $473.2K | 12,235 | 0.16% | new | FIRST |
| MML INVESTORS SERVICES, LLC | $457.3K | 11,824 | 0.00% | 2q | +4.4%+$19.3K |
| Signal Advisors Wealth, LLC | $435.8K | 11,269 | 0.02% | 6q | -11.3%-$55.5K |
| Triad Wealth Partners, LLC | $433.8K | 11,105 | 0.03% | 2q | -1.2%-$5.2K |
| Koshinski Asset Management, Inc. | $431.8K | 11,165 | 0.02% | 18q | +3.7%+$15.5K |
| Westshore Wealth, LLC | $425.9K | 11,012 | 0.13% | 2q | -57.1%-$567.3K |
| Stirlingshire Investments, Inc. | $419.9K | 10,858 | 0.31% | 3q | -3.1%-$13.2K |
| Moors & Cabot, Inc. | $338.4K | 8,750 | 0.01% | 10q | -4.4%-$15.5K |
| FOUNDERS FINANCIAL SECURITIES LLC | $332.8K | 8,605 | 0.02% | 2q | HELD |
| Rothschild Wealth LLC | $324.3K | 8,386 | 0.03% | 9q | HELD |
| ST GERMAIN D J CO INC | $314.2K | 8,124 | 0.01% | 2q | HELD |
| Modern Wealth Management, LLC | $309.2K | 7,994 | 0.00% | 5q | -25.6%-$106.6K |
| PANORAMIC INVESTMENT ADVISORS, LLC | $308.2K | 7,970 | 0.15% | 2q | HELD |
| AMERIPRISE FINANCIAL INC | $304.1K | 7,864 | 0.00% | 2q | HELD |
| INDEPENDENT FINANCIAL GROUP, LLC | $259.4K | 6,707 | 0.00% | 2q | HELD |
| LANARK FINANCIAL, INC. | $242.1K | 6,260 | 0.02% | 12q | HELD |
| COMPASS FINANCIAL MANAGEMENT LLC | $241.9K | 6,179 | 0.03% | new | FIRST |
| CreativeOne Wealth, LLC | $227.0K | 5,870 | 0.00% | 5q | HELD |
| FWG Investments, LLC. | $218.2K | 5,642 | 0.12% | new | NEW |
| RIA Advisory Group LLC | $218.1K | 5,640 | 0.05% | 4q | HELD |
| Quest 10 Wealth Builders, Inc. | $209.7K | 5,422 | 0.16% | 7q | -0.8%-$1.7K |
| DHJJ Financial Advisors, Ltd. | $159.1K | 4,115 | 0.05% | 18q | HELD |
| BFC Planning, Inc. | $148.0K | 3,826 | 0.01% | 7q | HELD |
| Kingdom Financial Group LLC. | $138.2K | 3,574 | 0.04% | 3q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $130.0K | 3,362 | 0.01% | 8q | -18.5%-$29.4K |
| ROYAL BANK OF CANADA | $125.0K | 3,226 | 0.00% | 9q | HELD |
| EVOLUTION WEALTH MANAGEMENT INC. | $121.7K | 3,148 | 0.07% | 2q | +19.1%+$19.5K |
| FIFTH THIRD BANCORP | $82.7K | 2,138 | 0.00% | 2q | HELD |
| Innovative Asset Advisors Group, LLC | $76.5K | 1,978 | 0.03% | new | NEW |
| Key Capital Management, INC | $64.5K | 1,669 | 0.03% | 3q | +39.5%+$18.3K |
| Decker Retirement Planning Inc. | $25.8K | 666 | 0.01% | 7q | HELD |
| IFG Advisory, LLC | $9.1K | 236 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7.3K | 189 | 0.00% | new | NEW |
| ASSETMARK, INC | $3.7K | 95 | 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 | 31 | $45.9M | 1,160,730 | 1 | 7 | 12 | 0.0% |
| Q2 2026 | 89 | $281.7M | 7,290,350 | 6 | 25 | 28 | 0.0% |
| Q1 2026 | 88 | $259.2M | 7,105,390 | 20 | 33 | 18 | 0.0% |
| Q4 2025 | 71 | $229.6M | 6,203,140 | 7 | 20 | 26 | 0.0% |
| Q3 2025 | 67 | $205.2M | 5,681,731 | 6 | 6 | 41 | 0.0% |
| Q2 2025 | 81 | $357.8M | 10,248,355 | 9 | 21 | 31 | 0.0% |
| Q1 2025 | 78 | $335.9M | 10,115,735 | 7 | 35 | 20 | 0.0% |
| Q4 2024 | 75 | $311.8M | 9,270,004 | 16 | 10 | 25 | 0.0% |
| Q3 2024 | 57 | $145.8M | 4,419,790 | 4 | 7 | 31 | 0.0% |
| Q2 2024 | 60 | $161.1M | 5,002,094 | 14 | 7 | 26 | 0.0% |
| Q1 2024 | 55 | $271.5M | 8,637,914 | 12 | 26 | 12 | 0.0% |
| Q4 2023 | 50 | $305.9M | 10,029,450 | 11 | 18 | 11 | 0.0% |
| Q3 2023 | 38 | $73.2M | 2,540,630 | 7 | 4 | 22 | 0.0% |
| Q2 2023 | 33 | $70.2M | 2,446,064 | 2 | 9 | 16 | 0.0% |
| Q1 2023 | 33 | $64.7M | 2,354,576 | 10 | 12 | 9 | 0.0% |
| Q4 2022 | 24 | $37.0M | 1,401,002 | 6 | 7 | 8 | 0.0% |
| Q3 2022 | 23 | $1.3B | 51,091,952 | 2 | 4 | 11 | 0.0% |
| Q2 2022 | 24 | $1.3B | 54,435,318 | 5 | 9 | 7 | 0.0% |
| Q1 2022 | 20 | $2.2B | 84,160,784 | 9 | 10 | 0 | 0.0% |
| Q4 2021 | 13 | $104.9M | 3,941,785 | 6 | 4 | 1 | 0.0% |
| Q3 2021 | 8 | $72.6M | 2,763,191 | 0 | 2 | 5 | 0.0% |
| Q2 2021 | 9 | $70.6M | 2,695,106 | 0 | 5 | 2 | 0.0% |
| Q1 2021 | 9 | $62.5M | 2,435,454 | 8 | 0 | 0 | 0.0% |