DaveManuel.com · Institutional Ownership · Who Owns It
AIM ETF PRODUCTS TRUST (JULU)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
38
Reporting holders
$72.5M
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 |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | $22.2M | 692,163 | 0.23% | new | NEW |
| Allianz SE | $14.0M | 437,176 | 0.15% | 3q | +9.9%+$1.3M |
| Sanctuary Advisors, LLC | $8.4M | 263,333 | 0.04% | 8q | HELD |
| RFG Advisory, LLC | $6.4M | 200,658 | 0.10% | 7q | +3.2%+$199.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.4M | 168,920 | 0.01% | 8q | -0.6%-$31.5K |
| STEPHENS INC /AR/ | $3.6M | 112,869 | 0.04% | 8q | -2.1%-$78.6K |
| USA FINANCIAL FORMULAS | $2.4M | 74,638 | 0.44% | new | FIRST |
| OSAIC HOLDINGS, INC. | $1.7M | 52,303 | 0.00% | 8q | -7.1%-$128.6K |
| ENVESTNET ASSET MANAGEMENT INC | $705.6K | 21,991 | 0.00% | 4q | -1.6%-$11.4K |
| NBZ Investment Advisors LLC | $651.5K | 20,303 | 0.25% | 7q | -0.8%-$4.9K |
| Kestra Advisory Services, LLC | $611.8K | 19,068 | 0.00% | 8q | -1.7%-$10.6K |
| AE Wealth Management LLC | $608.3K | 18,956 | 0.00% | 6q | -98.7%-$47.7M |
| PARK AVENUE SECURITIES LLC | $580.0K | 18,070 | 0.00% | 4q | HELD |
| Arax Advisory Partners | $555.5K | 17,311 | 0.00% | 3q | +17.2%+$81.4K |
| World Investment Advisors | $515.8K | 16,074 | 0.01% | 2q | -10.7%-$61.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $515.0K | 16,051 | 0.00% | new | NEW |
| Cetera Investment Advisers | $476.7K | 14,856 | 0.00% | 8q | -3.3%-$16.4K |
| Grantvest Financial Group LLC | $444.7K | 13,860 | 0.26% | 7q | -7.2%-$34.6K |
| Transcendent Capital Group LLC | $431.2K | 13,437 | 0.17% | 6q | -8.4%-$39.7K |
| RAYMOND JAMES FINANCIAL INC | $368.4K | 11,481 | 0.00% | new | NEW |
| Elevated Capital Advisors, LLC | $341.6K | 10,646 | 0.09% | 2q | -46.9%-$301.3K |
| Range Financial Group LLC | $307.9K | 9,595 | 0.08% | 4q | -11.1%-$38.5K |
| Southland Equity Partners LLC | $279.1K | 8,697 | 0.05% | 8q | HELD |
| HRT FINANCIAL LP | $271.0K | 8,454 | 0.00% | new | NEW |
| IFP Advisors, Inc | $196.7K | 6,130 | 0.00% | 4q | +46.3%+$62.2K |
| CENTAURUS FINANCIAL, INC. | $132.0K | 4,111 | 0.01% | 4q | -5.3%-$7.4K |
| IFG Advisory, LLC | $111.9K | 3,488 | 0.00% | new | NEW |
| Mosley Wealth Management | $59.7K | 1,862 | 0.02% | 2q | +750.2%+$52.7K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $32.1K | 1,000 | 0.00% | 7q | HELD |
| Farther Finance Advisors, LLC | $30.3K | 945 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $21.5K | 670 | 0.00% | 8q | -32.0%-$10.1K |
| POM Investment Strategies, LLC | $9.0K | 281 | 0.01% | 2q | -99.7%-$3.3M |
| UBS Group AG | $8.1K | 251 | 0.00% | new | NEW |
| TOUNJIAN ADVISORY PARTNERS, LLC | $3.4K | 107 | 0.00% | new | NEW |
| Lloyd Advisory Services, LLC. | $2.1K | 64 | 0.00% | 6q | -98.5%-$134.3K |
| Geneos Wealth Management Inc. | $1.9K | 59 | 0.00% | 4q | HELD |
| COMPASS FINANCIAL MANAGEMENT LLC | $524 | 16 | 0.00% | new | FIRST |
| ASSETMARK, INC | $417 | 13 | 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 | 11 | $4.9M | 150,333 | 0 | 2 | 3 | 0.0% |
| Q2 2026 | 38 | $72.5M | 2,259,907 | 8 | 5 | 17 | 0.0% |
| Q1 2026 | 54 | $114.4M | 4,005,398 | 8 | 14 | 20 | 0.0% |
| Q4 2025 | 51 | $121.5M | 4,089,174 | 7 | 13 | 16 | 0.0% |
| Q3 2025 | 43 | $114.7M | 3,969,258 | 15 | 9 | 16 | 0.0% |
| Q2 2025 | 35 | $66.4M | 2,414,300 | 3 | 13 | 11 | 0.0% |
| Q1 2025 | 36 | $64.4M | 2,528,509 | 18 | 7 | 7 | 0.0% |
| Q4 2024 | 18 | $41.7M | 1,566,078 | 5 | 2 | 3 | 0.0% |
| Q3 2024 | 13 | $37.2M | 1,414,043 | 13 | 0 | 0 | 0.0% |