DaveManuel.com · Institutional Ownership · Who Owns It
AIM ETF PRODUCTS TRUST (JULT)
Institutional ownership reported to the SEC as of Q2 2026, across 25 quarters.
43
Reporting holders
$37.7M
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 |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | $5.9M | 123,629 | 0.01% | 21q | -3.4%-$208.5K |
| OSAIC HOLDINGS, INC. | $4.3M | 90,346 | 0.01% | 21q | -3.6%-$160.1K |
| RAYMOND JAMES FINANCIAL INC | $4.1M | 86,318 | 0.00% | 7q | -18.5%-$938.9K |
| LPL Financial LLC | $3.2M | 68,011 | 0.00% | 8q | +18.6%+$508.6K |
| Rothschild Wealth LLC | $2.6M | 54,354 | 0.21% | 8q | +19.4%+$422.8K |
| Cetera Investment Advisers | $1.8M | 37,420 | 0.00% | 10q | -6.7%-$128.0K |
| ENVESTNET ASSET MANAGEMENT INC | $1.5M | 32,207 | 0.00% | 12q | -7.5%-$125.4K |
| JIM SAULNIER & ASSOCIATES, LLC | $1.3M | 26,872 | 0.52% | 8q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 26,631 | 0.00% | 5q | +3.0%+$37.6K |
| Cambridge Investment Research Advisors, Inc. | $1.1M | 22,008 | 0.00% | 4q | +100.0%+$526.0K |
| Grantvest Financial Group LLC | $1.0M | 21,411 | 0.59% | 7q | HELD |
| Bison Wealth, LLC | $894.4K | 18,656 | 0.08% | 3q | HELD |
| MML INVESTORS SERVICES, LLC | $719.8K | 15,067 | 0.00% | 12q | +9.5%+$62.5K |
| MONEY CONCEPTS CAPITAL CORP | $644.9K | 13,499 | 0.03% | 13q | -2.4%-$15.8K |
| CENTAURUS FINANCIAL, INC. | $587.0K | 12,282 | 0.02% | 14q | -46.2%-$503.3K |
| Nvest Financial, LLC | $586.7K | 12,281 | 0.19% | 8q | HELD |
| FOUNDERS FINANCIAL SECURITIES LLC | $573.3K | 12,000 | 0.03% | 4q | HELD |
| OLD MISSION CAPITAL LLC | $459.1K | 9,609 | 0.01% | 3q | -25.5%-$156.7K |
| JANE STREET GROUP, LLC | $443.0K | 9,273 | 0.00% | new | NEW |
| Focus Financial Network, Inc. | $412.2K | 8,627 | 0.01% | 10q | HELD |
| INDEPENDENT FINANCIAL GROUP, LLC | $378.7K | 7,926 | 0.01% | 13q | -8.7%-$36.1K |
| HARBOUR INVESTMENTS, INC. | $375.1K | 7,851 | 0.01% | 12q | -9.8%-$40.8K |
| Kestra Advisory Services, LLC | $345.3K | 7,228 | 0.00% | 5q | -27.1%-$128.6K |
| Sanctuary Advisors, LLC | $326.4K | 6,832 | 0.00% | 8q | -3.3%-$11.0K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $315.8K | 6,610 | 0.04% | 12q | HELD |
| Aegis Wealth Management, Inc. | $285.6K | 5,978 | 0.18% | new | NEW |
| INTEGRITY ALLIANCE, LLC. | $282.4K | 5,910 | 0.01% | 3q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $276.3K | 5,748 | 0.00% | 9q | -0.5%-$1.4K |
| Advisory Solutions Group, LLC | $271.6K | 5,684 | 0.09% | new | FIRST |
| Elevation Wealth Management LLC | $254.2K | 5,320 | 0.19% | 3q | HELD |
| Cassady Wealth & Retirement Planning, LLC | $225.6K | 4,723 | 0.10% | 3q | -3.7%-$8.8K |
| Greenbush Financial Group, LLC | $212.1K | 4,440 | 0.06% | new | NEW |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $208.7K | 4,369 | 0.01% | 14q | -17.8%-$45.1K |
| JPMORGAN CHASE & CO | $101.3K | 2,121 | 0.00% | 7q | -11.5%-$13.2K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $78.3K | 1,639 | 0.00% | 16q | HELD |
| Allianz SE | $62.6K | 1,310 | 0.00% | 3q | HELD |
| Kingdom Financial Group LLC. | $58.3K | 1,220 | 0.01% | 3q | HELD |
| AdvisorNet Financial, Inc | $47.8K | 1,000 | 0.00% | 13q | HELD |
| UBS Group AG | $41.2K | 863 | 0.00% | 2q | +3822.7%+$40.2K |
| AE Wealth Management LLC | $36.3K | 759 | 0.00% | 16q | -0.9% |
| Farther Finance Advisors, LLC | $30.4K | 636 | 0.00% | new | NEW |
| MORGAN STANLEY | $23.8K | 498 | 0.00% | 6q | HELD |
| COMPASS FINANCIAL MANAGEMENT LLC | $11.1K | 227 | 0.00% | new | FIRST |
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 | 13 | $5.8M | 118,408 | 1 | 2 | 3 | 0.0% |
| Q2 2026 | 43 | $37.7M | 789,393 | 4 | 6 | 17 | 0.0% |
| Q1 2026 | 44 | $61.7M | 1,401,163 | 3 | 8 | 21 | 0.0% |
| Q4 2025 | 43 | $71.8M | 1,598,985 | 7 | 5 | 22 | 0.0% |
| Q3 2025 | 38 | $68.4M | 1,561,585 | 3 | 17 | 10 | 0.0% |
| Q2 2025 | 43 | $63.3M | 1,517,111 | 8 | 7 | 13 | 0.0% |
| Q1 2025 | 39 | $38.6M | 1,009,796 | 4 | 6 | 14 | 0.0% |
| Q4 2024 | 44 | $49.7M | 1,258,841 | 5 | 6 | 13 | 0.0% |
| Q3 2024 | 39 | $49.2M | 1,270,769 | 10 | 12 | 5 | 0.0% |
| Q2 2024 | 31 | $57.3M | 1,548,864 | 5 | 9 | 6 | 0.0% |
| Q1 2024 | 38 | $28.0M | 782,186 | 10 | 3 | 18 | 0.0% |
| Q4 2023 | 38 | $98.3M | 2,893,961 | 9 | 8 | 10 | 0.0% |
| Q3 2023 | 31 | $86.3M | 2,797,519 | 13 | 10 | 5 | 0.0% |
| Q2 2023 | 18 | $39.8M | 1,257,805 | 5 | 5 | 5 | 0.0% |
| Q1 2023 | 19 | $48.7M | 1,666,863 | 4 | 1 | 6 | 0.0% |
| Q4 2022 | 20 | $43.2M | 1,561,281 | 6 | 5 | 3 | 0.0% |
| Q3 2022 | 17 | $413.9M | 15,840,918 | 5 | 8 | 2 | 0.0% |
| Q2 2022 | 12 | $130.8M | 4,833,505 | 4 | 3 | 2 | 0.0% |
| Q1 2022 | 12 | $67.4M | 2,319,164 | 0 | 2 | 8 | 0.0% |
| Q4 2021 | 15 | $65.4M | 2,231,157 | 4 | 3 | 4 | 0.0% |
| Q3 2021 | 11 | $59.2M | 2,126,081 | 1 | 4 | 4 | 0.0% |
| Q2 2021 | 11 | $37.0M | 1,329,198 | 7 | 1 | 2 | 0.0% |
| Q1 2021 | 4 | $25.4M | 923,671 | 2 | 0 | 0 | 0.0% |
| Q4 2020 | 3 | $3.6M | 134,392 | 1 | 0 | 1 | 0.0% |
| Q3 2020 | 2 | $3.1M | 117,228 | 2 | 0 | 0 | 0.0% |