DaveManuel.com · Institutional Ownership · Who Owns It
AIM ETF PRODUCTS TRUST (JUNT)
Institutional ownership reported to the SEC as of Q2 2026, across 14 quarters.
48
Reporting holders
$94.5M
Reported value
0.0%
Calls
0.0%
Puts
+22
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 | $47.1M | 1,246,333 | 0.22% | 9q | +141851.4%+$47.1M |
| Authentikos Wealth Advisory, LLC | $9.6M | 254,440 | 6.14% | new | NEW |
| LPL Financial LLC | $5.0M | 131,293 | 0.00% | 4q | +364.7%+$3.9M |
| OSAIC HOLDINGS, INC. | $4.3M | 114,521 | 0.01% | 13q | +239.3%+$3.1M |
| FWG Investments, LLC. | $3.6M | 96,468 | 1.93% | new | NEW |
| Wellment Financial | $3.1M | 82,030 | 3.53% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.0M | 79,880 | 0.00% | 13q | +60.3%+$1.1M |
| SMART Wealth LLC | $2.8M | 74,836 | 0.61% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $2.8M | 74,343 | 0.00% | 7q | +30.9%+$662.5K |
| Richmond Brothers, Inc. | $2.0M | 52,590 | 1.03% | new | NEW |
| Quest 10 Wealth Builders, Inc. | $974.2K | 25,779 | 0.76% | new | NEW |
| Lloyd Advisory Services, LLC. | $972.4K | 25,732 | 0.38% | 2q | +1125.3%+$893.1K |
| FSA Advisors, Inc. | $957.3K | 25,332 | 0.44% | new | NEW |
| Nvest Financial, LLC | $937.9K | 24,818 | 0.30% | 9q | +34.5%+$240.6K |
| Cetera Investment Advisers | $746.3K | 19,749 | 0.00% | 10q | -61.5%-$1.2M |
| Golden Reserve Retirement LLC | $702.9K | 18,600 | 0.11% | new | NEW |
| PANORAMIC INVESTMENT ADVISORS, LLC | $617.9K | 16,350 | 0.30% | 11q | +48.0%+$200.3K |
| JANE STREET GROUP, LLC | $475.4K | 12,580 | 0.00% | new | NEW |
| CITADEL ADVISORS LLC | $424.9K | 11,244 | 0.00% | new | NEW |
| Csenge Advisory Group | $396.6K | 10,494 | 0.02% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $389.9K | 10,317 | 0.01% | 13q | +114.6%+$208.2K |
| ENVESTNET ASSET MANAGEMENT INC | $298.3K | 7,894 | 0.00% | 5q | -79.8%-$1.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $269.4K | 7,128 | 0.00% | 4q | -72.3%-$704.6K |
| First Heartland Consultants, Inc. | $267.4K | 7,077 | 0.02% | new | NEW |
| Focus Financial Network, Inc. | $256.6K | 6,791 | 0.01% | 9q | +7.7%+$18.4K |
| Foundations Investment Advisors, LLC | $248.5K | 6,576 | 0.00% | new | NEW |
| Accurate Wealth Management, LLC | $230.1K | 6,040 | 0.02% | new | NEW |
| CENTAURUS FINANCIAL, INC. | $226.0K | 5,974 | 0.01% | 5q | +100.9%+$113.5K |
| LifeWealth Investments, LLC | $220.8K | 5,844 | 0.06% | new | NEW |
| JIM SAULNIER & ASSOCIATES, LLC | $203.6K | 5,388 | 0.08% | new | NEW |
| TOUNJIAN ADVISORY PARTNERS, LLC | $189.3K | 5,008 | 0.08% | new | NEW |
| Allianz SE | $188.9K | 5,000 | 0.00% | 3q | HELD |
| Kingdom Financial Group LLC. | $145.4K | 3,848 | 0.04% | 3q | +83.2%+$66.1K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $134.6K | 3,563 | 0.02% | 12q | HELD |
| Mosley Wealth Management | $129.7K | 3,431 | 0.04% | new | NEW |
| Spire Wealth Management | $80.6K | 2,133 | 0.00% | 5q | -1.5%-$1.2K |
| Barnes Dennig Private Wealth Management LLC | $80.6K | 2,133 | 0.06% | 5q | -1.5%-$1.2K |
| Decker Retirement Planning Inc. | $72.7K | 1,924 | 0.02% | new | NEW |
| Networth Advisors, LLC | $68.6K | 1,814 | 0.04% | new | NEW |
| Key Capital Management, INC | $45.2K | 1,195 | 0.02% | new | NEW |
| LANARK FINANCIAL, INC. | $37.8K | 1,000 | 0.00% | 5q | HELD |
| IFP Advisors, Inc | $33.2K | 878 | 0.00% | 5q | +778.0%+$29.4K |
| AdvisorNet Financial, Inc | $26.5K | 700 | 0.00% | 5q | HELD |
| Elevated Capital Advisors, LLC | $25.7K | 681 | 0.01% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $8.4K | 221 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $6.4K | 170 | 0.00% | new | NEW |
| CoreCap Advisors, LLC | $5.1K | 135 | 0.00% | new | NEW |
| Montgomery Financial Services LLC | $2.4K | 63 | 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 | 10 | $4.6M | 120,226 | 1 | 4 | 3 | 0.0% |
| Q2 2026 | 48 | $94.5M | 2,500,338 | 25 | 13 | 5 | 0.0% |
| Q1 2026 | 26 | $14.4M | 401,008 | 1 | 6 | 8 | 0.0% |
| Q4 2025 | 27 | $15.3M | 421,108 | 3 | 4 | 13 | 0.0% |
| Q3 2025 | 25 | $16.2M | 456,768 | 4 | 6 | 7 | 0.0% |
| Q2 2025 | 21 | $13.1M | 384,775 | 7 | 6 | 6 | 0.0% |
| Q1 2025 | 18 | $9.4M | 299,588 | 2 | 1 | 10 | 0.0% |
| Q4 2024 | 16 | $10.8M | 333,550 | 2 | 1 | 8 | 0.0% |
| Q3 2024 | 14 | $12.2M | 384,316 | 1 | 3 | 7 | 0.0% |
| Q2 2024 | 18 | $28.7M | 941,056 | 9 | 4 | 4 | 0.0% |
| Q1 2024 | 11 | $7.5M | 256,088 | 5 | 0 | 4 | 0.0% |
| Q4 2023 | 11 | $35.8M | 1,265,984 | 1 | 1 | 4 | 0.0% |
| Q3 2023 | 11 | $25.8M | 1,006,736 | 5 | 1 | 3 | 0.0% |
| Q2 2023 | 7 | $23.6M | 901,373 | 7 | 0 | 0 | 0.0% |