DaveManuel.com · Institutional Ownership · Who Owns It
AIM ETF PRODUCTS TRUST (JULW)
Institutional ownership reported to the SEC as of Q2 2026, across 25 quarters.
70
Reporting holders
$208.3M
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 | $49.8M | 1,220,617 | 0.06% | 21q | -4.0%-$2.1M |
| RAYMOND JAMES FINANCIAL INC | $16.9M | 414,189 | 0.00% | 7q | +321.6%+$12.9M |
| GTS FINANCIAL, LLC | $13.2M | 355,833 | 9.64% | 2q | +495.5%+$11.0M |
| LPL Financial LLC | $11.7M | 287,703 | 0.00% | 14q | +13.6%+$1.4M |
| OSAIC HOLDINGS, INC. | $10.9M | 266,353 | 0.01% | 20q | +3.2%+$339.9K |
| Cetera Investment Advisers | $9.4M | 230,401 | 0.01% | 16q | +0.9%+$79.7K |
| Advyzon Investment Management, LLC | $8.5M | 208,320 | 0.62% | 4q | +63.2%+$3.3M |
| Cambridge Investment Research Advisors, Inc. | $7.0M | 171,426 | 0.01% | 24q | +111.1%+$3.7M |
| Allianz SE | $6.9M | 168,041 | 0.07% | 3q | +22.3%+$1.3M |
| AMERICAN ASSET MANAGEMENT INC. | $6.1M | 149,192 | 4.97% | 9q | -1.2%-$73.8K |
| Guardian Capital, LLC | $5.6M | 136,855 | 4.57% | 3q | +43.9%+$1.7M |
| World Investment Advisors | $5.3M | 130,451 | 0.09% | 2q | +11.7%+$558.4K |
| Long Island Wealth Management, Inc. | $5.0M | 122,469 | 2.06% | 11q | HELD |
| Kestra Advisory Services, LLC | $4.6M | 112,954 | 0.01% | 20q | -23.1%-$1.4M |
| CENTAURUS FINANCIAL, INC. | $3.7M | 91,028 | 0.14% | 14q | -51.9%-$4.0M |
| Ausdal Financial Partners, Inc. | $3.5M | 84,938 | 0.14% | 2q | +90.5%+$1.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.5M | 84,639 | 0.00% | 8q | +640.6%+$3.0M |
| ENVESTNET ASSET MANAGEMENT INC | $3.1M | 75,564 | 0.00% | 15q | +2.1%+$64.2K |
| BIP Wealth, LLC | $2.5M | 62,126 | 0.07% | 3q | -5.5%-$146.7K |
| Elevated Capital Advisors, LLC | $2.0M | 48,661 | 0.55% | 8q | -49.2%-$1.9M |
| Compass Advisory Group LLC | $1.9M | 45,781 | 0.44% | 21q | HELD |
| RFG Advisory, LLC | $1.7M | 41,515 | 0.03% | 12q | -41.5%-$1.2M |
| WEALTHGARDEN F.S. LLC | $1.5M | 35,791 | 0.83% | 8q | HELD |
| Aegis Wealth Management, Inc. | $1.4M | 34,584 | 0.91% | 3q | -0.6%-$8.7K |
| Diversify Advisory Services, LLC | $1.4M | 34,101 | 0.02% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $1.4M | 34,101 | 0.02% | 2q | -2.8%-$40.7K |
| IFP Advisors, Inc | $1.3M | 31,553 | 0.02% | 18q | HELD |
| Forty-three Eighteen Advisors, LLC | $1.1M | 27,827 | 0.76% | 3q | HELD |
| Focus Financial Network, Inc. | $1.1M | 27,353 | 0.03% | 10q | HELD |
| Cypress Wealth Services, LLC | $1.1M | 26,852 | 0.13% | 4q | HELD |
| HARBOUR INVESTMENTS, INC. | $1.0M | 24,799 | 0.01% | 15q | -5.8%-$62.9K |
| Castle Rock Wealth Management, LLC | $1.0M | 24,619 | 0.20% | 8q | HELD |
| INDEPENDENT FINANCIAL GROUP, LLC | $975.4K | 23,894 | 0.02% | 12q | +2.4%+$22.7K |
| BFC Planning, Inc. | $971.5K | 23,798 | 0.04% | 7q | -9.4%-$101.1K |
| Midwest Financial Network, LLC | $887.1K | 21,732 | 0.61% | 7q | -13.1%-$133.8K |
| Joseph P. Lucia & Associates, LLC | $812.1K | 19,895 | 0.24% | 5q | +12.4%+$89.8K |
| AE Wealth Management LLC | $756.3K | 18,528 | 0.00% | 16q | -97.7%-$32.6M |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $711.1K | 17,421 | 0.03% | 18q | +5.1%+$34.3K |
| Spire Wealth Management | $652.8K | 15,992 | 0.02% | 8q | -14.3%-$108.9K |
| Grantvest Financial Group LLC | $623.8K | 15,282 | 0.36% | 7q | -1.6%-$10.2K |
| PFG Advisors | $597.0K | 14,625 | 0.03% | 9q | +0.8%+$5.0K |
| Advisory Solutions Group, LLC | $521.3K | 12,771 | 0.18% | new | FIRST |
| IFG Advisory, LLC | $503.6K | 12,338 | 0.02% | new | NEW |
| Advus Financial Partners, LLC | $474.0K | 11,612 | 0.14% | new | NEW |
| Stirlingshire Investments, Inc. | $416.7K | 10,208 | 0.31% | 3q | -2.9%-$12.3K |
| Summit Financial, LLC | $399.2K | 9,780 | 0.00% | new | NEW |
| Elevation Wealth Management LLC | $391.3K | 9,585 | 0.29% | 3q | -0.8%-$3.1K |
| Merit Financial Group, LLC | $384.6K | 9,421 | 0.00% | 5q | HELD |
| HB Wealth Management, LLC | $382.0K | 9,357 | 0.00% | 15q | HELD |
| HRT FINANCIAL LP | $363.0K | 8,898 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $337.1K | 8,258 | 0.00% | 15q | HELD |
| Strategic Blueprint, LLC | $309.5K | 7,582 | 0.02% | 17q | -3.7%-$11.9K |
| Greenbush Financial Group, LLC | $278.6K | 6,825 | 0.08% | new | NEW |
| BCGM Wealth Management, LLC | $223.2K | 5,467 | 0.05% | 5q | HELD |
| Innovative Asset Advisors Group, LLC | $212.1K | 5,195 | 0.09% | new | NEW |
| Stonebridge Financial Group, LLC / MO | $200.0K | 4,900 | 0.13% | new | NEW |
| DHJJ Financial Advisors, Ltd. | $168.5K | 4,128 | 0.05% | 16q | -7.4%-$13.5K |
| Lloyd Advisory Services, LLC. | $162.9K | 3,991 | 0.06% | 4q | -75.6%-$505.4K |
| AdvisorNet Financial, Inc | $141.0K | 3,453 | 0.01% | 17q | HELD |
| BARCLAYS PLC | $133.2K | 3,263 | 0.00% | 3q | +2.6%+$3.3K |
| NBT BANK, N.A. | $107.4K | 2,630 | 0.01% | 8q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $47.6K | 1,167 | 0.00% | 8q | HELD |
| COMPASS FINANCIAL MANAGEMENT LLC | $35.6K | 865 | 0.00% | new | FIRST |
| ST GERMAIN D J CO INC | $35.2K | 862 | 0.00% | 2q | HELD |
| TOUNJIAN ADVISORY PARTNERS, LLC | $20.3K | 497 | 0.01% | new | NEW |
| Geneos Wealth Management Inc. | $16.0K | 392 | 0.00% | 4q | HELD |
| TRUST CO OF VERMONT | $6.7K | 164 | 0.00% | 3q | HELD |
| MORGAN STANLEY | $3.0K | 73 | 0.00% | 13q | HELD |
| Networth Advisors, LLC | $1.4K | 35 | 0.00% | 3q | -98.9%-$123.1K |
| WELLS FARGO & COMPANY/MN | $20 | 1 | 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 | 25 | $24.0M | 577,316 | 4 | 4 | 11 | 0.0% |
| Q2 2026 | 70 | $208.3M | 5,135,521 | 10 | 18 | 21 | 0.0% |
| Q1 2026 | 71 | $212.6M | 5,484,168 | 5 | 13 | 34 | 0.0% |
| Q4 2025 | 76 | $220.1M | 5,625,465 | 8 | 12 | 30 | 0.0% |
| Q3 2025 | 70 | $214.9M | 5,598,335 | 19 | 16 | 23 | 0.0% |
| Q2 2025 | 58 | $142.5M | 3,837,967 | 6 | 15 | 16 | 0.0% |
| Q1 2025 | 57 | $126.0M | 3,656,764 | 6 | 7 | 23 | 0.0% |
| Q4 2024 | 62 | $138.4M | 3,946,295 | 5 | 5 | 28 | 0.0% |
| Q3 2024 | 71 | $217.4M | 6,293,996 | 18 | 21 | 12 | 0.0% |
| Q2 2024 | 54 | $174.5M | 5,134,336 | 17 | 12 | 14 | 0.0% |
| Q1 2024 | 47 | $113.9M | 3,493,599 | 6 | 9 | 23 | 0.0% |
| Q4 2023 | 57 | $193.1M | 6,156,187 | 12 | 12 | 18 | 0.0% |
| Q3 2023 | 43 | $178.1M | 6,062,181 | 8 | 22 | 7 | 0.0% |
| Q2 2023 | 35 | $122.8M | 4,120,144 | 6 | 11 | 13 | 0.0% |
| Q1 2023 | 39 | $100.2M | 3,565,747 | 7 | 5 | 19 | 0.0% |
| Q4 2022 | 34 | $101.5M | 3,778,328 | 12 | 8 | 9 | 0.0% |
| Q3 2022 | 23 | $4.3B | 168,818,259 | 10 | 10 | 2 | 0.0% |
| Q2 2022 | 14 | $2.9B | 109,763,813 | 4 | 6 | 3 | 0.0% |
| Q1 2022 | 14 | $66.1M | 2,437,770 | 3 | 4 | 6 | 0.0% |
| Q4 2021 | 12 | $54.2M | 1,992,437 | 3 | 2 | 6 | 0.0% |
| Q3 2021 | 10 | $116.3M | 4,384,928 | 4 | 3 | 2 | 0.0% |
| Q2 2021 | 6 | $33.9M | 1,281,884 | 3 | 1 | 1 | 0.0% |
| Q1 2021 | 5 | $4.3M | 162,209 | 1 | 2 | 0 | 0.0% |
| Q4 2020 | 4 | $3.3M | 125,488 | 1 | 0 | 2 | 0.0% |
| Q3 2020 | 3 | $3.1M | 120,289 | 3 | 0 | 0 | 0.0% |