DaveManuel.com · Institutional Ownership · Who Owns It
AIM ETF PRODUCTS TRUST (MARW)
Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.
50
Reporting holders
$64.8M
Reported value
0.0%
Calls
0.0%
Puts
+9
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 | $8.4M | 231,904 | 0.01% | 14q | -1.4%-$122.7K |
| OSAIC HOLDINGS, INC. | $6.9M | 190,706 | 0.01% | 14q | +7.8%+$497.9K |
| Allianz SE | $6.8M | 189,457 | 0.07% | 3q | +22.5%+$1.3M |
| LPL Financial LLC | $6.7M | 185,697 | 0.00% | 11q | -1.0%-$66.5K |
| Kestra Advisory Services, LLC | $4.3M | 119,401 | 0.01% | 14q | -13.1%-$651.0K |
| Cetera Investment Advisers | $3.4M | 92,964 | 0.00% | 10q | +1.0%+$33.0K |
| Cambridge Investment Research Advisors, Inc. | $3.2M | 88,166 | 0.00% | 10q | +127.4%+$1.8M |
| RAYMOND JAMES FINANCIAL INC | $2.2M | 60,715 | 0.00% | 7q | -0.8%-$17.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M | 51,404 | 0.00% | 5q | +55.2%+$660.2K |
| Forty-three Eighteen Advisors, LLC | $1.8M | 51,209 | 1.24% | 3q | -1.2%-$21.7K |
| Westshore Wealth, LLC | $1.8M | 50,996 | 0.57% | 2q | -27.8%-$710.6K |
| HARBOUR INVESTMENTS, INC. | $1.4M | 38,593 | 0.02% | 14q | -5.7%-$84.4K |
| Castle Rock Wealth Management, LLC | $1.2M | 34,536 | 0.24% | 10q | HELD |
| Spire Wealth Management | $1.2M | 33,401 | 0.04% | 7q | -13.1%-$182.1K |
| World Investment Advisors | $1.2M | 32,134 | 0.02% | 2q | +19.6%+$189.9K |
| Farther Finance Advisors, LLC | $1.1M | 29,908 | 0.01% | 8q | -1.9%-$20.6K |
| PFG Advisors | $1.0M | 28,545 | 0.05% | 10q | -6.5%-$71.8K |
| ENVESTNET ASSET MANAGEMENT INC | $1.0M | 28,498 | 0.00% | 10q | +5.9%+$56.9K |
| MML INVESTORS SERVICES, LLC | $865.0K | 23,956 | 0.00% | 6q | +46.3%+$273.6K |
| JIM SAULNIER & ASSOCIATES, LLC | $707.6K | 19,597 | 0.28% | 8q | -9.2%-$71.9K |
| GTS FINANCIAL, LLC | $647.3K | 19,896 | 0.47% | 2q | -3.5%-$23.8K |
| Concurrent Investment Advisors, LLC | $470.9K | 13,042 | 0.00% | 2q | HELD |
| Global Retirement Partners, LLC | $463.8K | 12,844 | 0.01% | 5q | HELD |
| Arax Advisory Partners | $429.0K | 11,881 | 0.00% | 2q | +577.8%+$365.7K |
| CENTAURUS FINANCIAL, INC. | $418.0K | 11,584 | 0.02% | 10q | -42.5%-$309.6K |
| Cypress Wealth Services, LLC | $399.3K | 11,059 | 0.05% | 5q | HELD |
| Advus Financial Partners, LLC | $393.1K | 10,887 | 0.11% | new | NEW |
| Focus Financial Network, Inc. | $392.0K | 10,856 | 0.01% | 10q | HELD |
| BCGM Wealth Management, LLC | $365.0K | 10,108 | 0.08% | 10q | HELD |
| INDEPENDENT FINANCIAL GROUP, LLC | $363.9K | 10,078 | 0.01% | 10q | -1.0%-$3.6K |
| First Heartland Consultants, Inc. | $356.5K | 9,872 | 0.02% | 2q | HELD |
| Fortis Capital Management LLC | $351.8K | 9,743 | 0.04% | 6q | HELD |
| FreeGulliver LLC | $313.3K | 8,677 | 0.11% | 2q | HELD |
| TAGStone Capital, Inc. | $272.8K | 7,554 | 0.09% | 6q | +6.9%+$17.5K |
| BFC Planning, Inc. | $254.1K | 7,037 | 0.01% | 7q | HELD |
| SAGESPRING WEALTH PARTNERS, LLC | $239.5K | 6,632 | 0.00% | 6q | -1.4%-$3.5K |
| CITADEL ADVISORS LLC | $208.7K | 5,780 | 0.00% | new | NEW |
| GOLDMAN SACHS GROUP INC | $206.5K | 5,719 | 0.00% | new | NEW |
| Joseph P. Lucia & Associates, LLC | $204.9K | 5,674 | 0.06% | new | NEW |
| FOUNDERS FINANCIAL SECURITIES LLC | $200.6K | 5,555 | 0.01% | new | NEW |
| Innovative Asset Advisors Group, LLC | $162.6K | 4,504 | 0.07% | new | NEW |
| ROYAL BANK OF CANADA | $130.0K | 3,600 | 0.00% | 3q | HELD |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $114.0K | 3,158 | 0.01% | 10q | +163.2%+$70.7K |
| AE Wealth Management LLC | $101.3K | 2,805 | 0.00% | 10q | +1.7%+$1.7K |
| Elevated Capital Advisors, LLC | $82.3K | 2,280 | 0.02% | new | NEW |
| Capital Investment Advisory Services, LLC | $76.9K | 2,129 | 0.00% | 3q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $18.1K | 501 | 0.00% | 2q | HELD |
| IFP Advisors, Inc | $8.3K | 231 | 0.00% | 14q | HELD |
| Financial Network Wealth Advisors LLC | $6.2K | 173 | 0.01% | 7q | HELD |
| Lloyd Advisory Services, LLC. | $253 | 7 | 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 | 16 | $7.3M | 196,983 | 2 | 1 | 4 | 0.0% |
| Q2 2026 | 50 | $64.8M | 1,795,653 | 8 | 12 | 15 | 0.0% |
| Q1 2026 | 41 | $56.7M | 1,663,702 | 7 | 19 | 4 | 0.0% |
| Q4 2025 | 40 | $46.9M | 1,364,929 | 6 | 6 | 14 | 0.0% |
| Q3 2025 | 34 | $45.0M | 1,341,589 | 0 | 9 | 13 | 0.0% |
| Q2 2025 | 38 | $56.2M | 1,729,137 | 6 | 10 | 10 | 0.0% |
| Q1 2025 | 39 | $49.6M | 1,601,477 | 10 | 14 | 8 | 0.0% |
| Q4 2024 | 38 | $39.0M | 1,255,425 | 5 | 4 | 16 | 0.0% |
| Q3 2024 | 38 | $52.0M | 1,709,985 | 2 | 5 | 19 | 0.0% |
| Q2 2024 | 45 | $151.4M | 5,082,806 | 12 | 15 | 10 | 0.0% |
| Q1 2024 | 42 | $129.2M | 4,499,003 | 32 | 7 | 3 | 0.0% |
| Q4 2023 | 12 | $16.2M | 580,591 | 1 | 2 | 5 | 0.0% |
| Q3 2023 | 14 | $15.7M | 593,953 | 2 | 1 | 10 | 0.0% |
| Q2 2023 | 11 | $16.4M | 618,179 | 0 | 5 | 4 | 0.0% |
| Q1 2023 | 15 | $17.2M | 677,032 | 15 | 0 | 0 | 0.0% |