DaveManuel.com · Institutional Ownership · Who Owns It
AIM ETF PRODUCTS TRUST (MAYW)
Institutional ownership reported to the SEC as of Q2 2026, across 14 quarters.
75
Reporting holders
$328.5M
Reported value
0.0%
Calls
0.0%
Puts
+36
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 | $129.0M | 3,711,221 | 0.60% | 13q | +17672381.0%+$129.0M |
| Lloyd Advisory Services, LLC. | $25.0M | 719,712 | 9.70% | new | NEW |
| POM Investment Strategies, LLC | $12.4M | 357,484 | 14.08% | 2q | +11816.1%+$12.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | $9.8M | 282,595 | 0.01% | 13q | +22.0%+$1.8M |
| OSAIC HOLDINGS, INC. | $9.8M | 282,561 | 0.01% | 13q | +161.6%+$6.1M |
| LPL Financial LLC | $9.8M | 281,451 | 0.00% | 7q | +114.4%+$5.2M |
| Wellment Financial | $9.2M | 263,404 | 10.44% | new | NEW |
| Mid-American Wealth Advisory Group, Inc. | $7.5M | 215,020 | 2.70% | new | NEW |
| B.O.S.S. Retirement Advisors, LLC | $6.9M | 198,617 | 1.86% | new | NEW |
| Allianz SE | $6.7M | 193,052 | 0.07% | 3q | +22.8%+$1.2M |
| HOWARD BAILEY SECURITIES, LLC | $6.7M | 192,678 | 2.51% | new | NEW |
| Outlook Wealth Advisors, LLC | $6.6M | 190,171 | 1.43% | new | NEW |
| Integrated Wealth Management | $6.3M | 181,878 | 6.68% | new | NEW |
| AMERICAN ASSET MANAGEMENT INC. | $5.1M | 146,366 | 4.15% | 9q | -1.1%-$54.8K |
| ENVESTNET ASSET MANAGEMENT INC | $4.2M | 121,384 | 0.00% | 9q | +344.2%+$3.3M |
| Kestra Advisory Services, LLC | $4.0M | 115,531 | 0.01% | 13q | -5.4%-$228.3K |
| Aegis Wealth Management, Inc. | $4.0M | 114,627 | 2.57% | new | NEW |
| Networth Advisors, LLC | $4.0M | 114,369 | 2.31% | new | NEW |
| Great Lakes Retirement, Inc. | $3.9M | 112,552 | 0.35% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $3.7M | 107,088 | 0.00% | 13q | +607.6%+$3.2M |
| TOUNJIAN ADVISORY PARTNERS, LLC | $3.7M | 105,999 | 1.58% | new | NEW |
| Modern Wealth Management, LLC | $3.6M | 104,160 | 0.04% | new | NEW |
| Elevated Capital Advisors, LLC | $3.6M | 103,773 | 0.99% | new | NEW |
| FSA Advisors, Inc. | $2.8M | 81,195 | 1.29% | new | NEW |
| OPPENHEIMER & CO INC | $2.8M | 80,319 | 0.03% | new | NEW |
| Centennial Advisors, LLC | $2.6M | 76,091 | 3.16% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.5M | 72,518 | 0.00% | 13q | +98.5%+$1.3M |
| LifeWealth Investments, LLC | $2.4M | 68,766 | 0.64% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $2.1M | 59,937 | 0.00% | 7q | +31.2%+$496.0K |
| Spire Wealth Management | $2.0M | 56,960 | 0.06% | 7q | +159.2%+$1.2M |
| Cetera Investment Advisers | $1.9M | 53,923 | 0.00% | 13q | +34.4%+$480.2K |
| SMART Wealth LLC | $1.9M | 53,419 | 0.40% | new | NEW |
| World Investment Advisors | $1.7M | 49,823 | 0.03% | 2q | -8.5%-$160.9K |
| GTS FINANCIAL, LLC | $1.7M | 52,341 | 1.23% | 2q | +9.4%+$145.1K |
| Kingdom Financial Group LLC. | $1.3M | 38,784 | 0.34% | new | NEW |
| BCGM Wealth Management, LLC | $1.3M | 38,018 | 0.28% | 11q | HELD |
| Blackston Financial Advisory Group, LLC | $1.3M | 36,725 | 0.72% | new | NEW |
| Csenge Advisory Group | $1.2M | 33,629 | 0.05% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $892.8K | 25,677 | 0.01% | 13q | +244.0%+$633.2K |
| Castle Rock Wealth Management, LLC | $840.0K | 24,166 | 0.16% | 10q | +61.9%+$321.1K |
| JIM SAULNIER & ASSOCIATES, LLC | $828.2K | 23,820 | 0.33% | 8q | +49.9%+$275.8K |
| Montgomery Financial Services LLC | $812.5K | 23,368 | 0.71% | new | FIRST |
| MML INVESTORS SERVICES, LLC | $803.9K | 23,120 | 0.00% | 5q | +69.8%+$330.3K |
| BFC Planning, Inc. | $787.7K | 22,655 | 0.03% | 7q | +154.5%+$478.2K |
| Mosley Wealth Management | $709.8K | 20,415 | 0.23% | new | NEW |
| Cypress Wealth Services, LLC | $636.8K | 18,314 | 0.08% | 5q | HELD |
| PFG Advisors | $445.4K | 12,811 | 0.02% | 3q | +85.5%+$205.3K |
| Farther Finance Advisors, LLC | $426.4K | 12,262 | 0.00% | 8q | +21.1%+$74.3K |
| McAdam, LLC | $419.9K | 12,077 | 0.02% | new | NEW |
| Quest 10 Wealth Builders, Inc. | $405.2K | 11,654 | 0.31% | new | NEW |
| INDEPENDENT FINANCIAL GROUP, LLC | $398.4K | 11,458 | 0.01% | 13q | +34.1%+$101.3K |
| IFG Advisory, LLC | $381.4K | 10,968 | 0.01% | new | NEW |
| Moors & Cabot, Inc. | $373.8K | 10,750 | 0.01% | 5q | +3.9%+$13.9K |
| NWF Advisory Services Inc. | $373.8K | 10,750 | 0.04% | 6q | -3.2%-$12.2K |
| JPMORGAN CHASE & CO | $362.0K | 10,426 | 0.00% | new | NEW |
| Joseph P. Lucia & Associates, LLC | $338.3K | 9,729 | 0.10% | 2q | +63.4%+$131.3K |
| FWG Investments, LLC. | $334.2K | 9,613 | 0.18% | new | NEW |
| Carmel Capital Partners, LLC | $278.2K | 8,000 | 0.09% | new | NEW |
| HRT FINANCIAL LP | $278.0K | 8,010 | 0.00% | new | NEW |
| Westshore Wealth, LLC | $265.5K | 7,636 | 0.08% | new | NEW |
| Creative Planning | $247.8K | 7,128 | 0.00% | 6q | HELD |
| Global Retirement Partners, LLC | $244.9K | 7,044 | 0.00% | 5q | HELD |
| Foundations Investment Advisors, LLC | $240.6K | 6,921 | 0.00% | new | NEW |
| Patriot Financial Group Insurance Agency, LLC | $232.2K | 6,678 | 0.02% | new | NEW |
| Aspire Capital Advisors LLC | $210.9K | 6,066 | 0.04% | new | NEW |
| BridgePort Financial Solutions, LLC | $208.4K | 5,993 | 0.05% | 3q | HELD |
| Decker Retirement Planning Inc. | $122.8K | 3,533 | 0.04% | new | NEW |
| Key Capital Management, INC | $95.5K | 2,748 | 0.05% | new | NEW |
| Financial Network Wealth Advisors LLC | $94.6K | 2,720 | 0.10% | 7q | HELD |
| Innovative Asset Advisors Group, LLC | $69.4K | 1,995 | 0.03% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $48.1K | 1,382 | 0.00% | 5q | +212.0%+$32.6K |
| ST GERMAIN D J CO INC | $35.4K | 1,018 | 0.00% | 2q | HELD |
| EVOLUTION WEALTH MANAGEMENT INC. | $32.1K | 924 | 0.02% | new | NEW |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $29.8K | 858 | 0.00% | 12q | HELD |
| COMPASS FINANCIAL MANAGEMENT LLC | $2.3K | 65 | 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 | 29 | $76.3M | 2,145,365 | 4 | 6 | 13 | 0.0% |
| Q2 2026 | 75 | $328.5M | 9,450,893 | 37 | 24 | 4 | 0.0% |
| Q1 2026 | 39 | $48.2M | 1,431,228 | 4 | 5 | 15 | 0.0% |
| Q4 2025 | 37 | $44.5M | 1,325,550 | 5 | 6 | 12 | 0.0% |
| Q3 2025 | 36 | $41.8M | 1,268,356 | 2 | 6 | 14 | 0.0% |
| Q2 2025 | 36 | $40.5M | 1,259,009 | 7 | 17 | 4 | 0.0% |
| Q1 2025 | 31 | $28.4M | 927,157 | 3 | 4 | 13 | 0.0% |
| Q4 2024 | 33 | $31.9M | 1,047,791 | 6 | 2 | 14 | 0.0% |
| Q3 2024 | 28 | $34.2M | 1,140,435 | 1 | 4 | 11 | 0.0% |
| Q2 2024 | 28 | $34.6M | 1,185,777 | 7 | 9 | 8 | 0.0% |
| Q1 2024 | 24 | $27.9M | 1,001,718 | 2 | 3 | 15 | 0.0% |
| Q4 2023 | 25 | $60.6M | 2,232,035 | 5 | 4 | 10 | 0.0% |
| Q3 2023 | 26 | $65.5M | 2,549,793 | 4 | 6 | 10 | 0.0% |
| Q2 2023 | 25 | $76.7M | 2,964,294 | 24 | 0 | 0 | 0.0% |
