DaveManuel.com · Institutional Ownership · Who Owns It
AIM ETF PRODUCTS TRUST (OCTU)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
36
Reporting holders
$51.8M
Reported value
0.0%
Calls
0.0%
Puts
-5
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 |
|---|---|---|---|---|---|
| Allianz SE | $15.6M | 512,093 | 0.16% | 3q | +5.4%+$798.3K |
| RFG Advisory, LLC | $6.4M | 209,942 | 0.10% | 6q | +3.4%+$211.0K |
| STEPHENS INC /AR/ | $6.3M | 206,007 | 0.07% | 7q | -1.2%-$77.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.2M | 171,860 | 0.01% | 7q | -61.6%-$8.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.5M | 82,117 | 0.00% | 6q | +168.1%+$1.6M |
| USA FINANCIAL FORMULAS | $2.4M | 77,505 | 0.43% | new | FIRST |
| AE Wealth Management LLC | $1.5M | 47,990 | 0.01% | 6q | -67.6%-$3.0M |
| OneDigital Investment Advisors LLC | $1.3M | 44,028 | 0.01% | 7q | -31.0%-$603.1K |
| Savant Capital, LLC | $1.3M | 43,259 | 0.00% | 7q | HELD |
| OSAIC HOLDINGS, INC. | $1.3M | 42,824 | 0.00% | 4q | -42.9%-$980.1K |
| Arax Advisory Partners | $797.4K | 26,214 | 0.01% | 3q | +69.6%+$327.3K |
| Cypress Wealth Services, LLC | $775.5K | 25,494 | 0.10% | 7q | HELD |
| Cetera Investment Advisers | $709.3K | 23,316 | 0.00% | 7q | -1.8%-$12.7K |
| Regatta Research & Money Management | $664.9K | 21,856 | 0.63% | new | FIRST |
| JANE STREET GROUP, LLC | $537.8K | 17,679 | 0.00% | new | NEW |
| OLD MISSION CAPITAL LLC | $515.3K | 16,940 | 0.01% | 2q | +17.5%+$76.8K |
| NBZ Investment Advisors LLC | $423.5K | 13,922 | 0.17% | 4q | -2.8%-$12.0K |
| RAYMOND JAMES FINANCIAL INC | $411.5K | 13,527 | 0.00% | new | NEW |
| Kestra Advisory Services, LLC | $410.2K | 13,483 | 0.00% | 3q | -16.7%-$82.1K |
| MML INVESTORS SERVICES, LLC | $385.7K | 12,678 | 0.00% | 3q | +6.3%+$22.7K |
| AMERIPRISE FINANCIAL INC | $359.1K | 11,804 | 0.00% | 2q | -32.0%-$169.3K |
| ENVESTNET ASSET MANAGEMENT INC | $323.5K | 10,636 | 0.00% | 3q | +8.1%+$24.3K |
| Farther Finance Advisors, LLC | $265.5K | 8,728 | 0.00% | new | NEW |
| HRT FINANCIAL LP | $257.0K | 8,455 | 0.00% | new | NEW |
| IFP Advisors, Inc | $249.1K | 8,190 | 0.00% | 4q | +26.0%+$51.4K |
| Patriot Financial Group Insurance Agency, LLC | $241.0K | 7,923 | 0.02% | 5q | -50.0%-$241.0K |
| BCGM Wealth Management, LLC | $240.3K | 7,901 | 0.05% | 7q | -14.5%-$40.7K |
| CENTAURUS FINANCIAL, INC. | $190.0K | 6,241 | 0.01% | 6q | HELD |
| HARBOUR INVESTMENTS, INC. | $158.9K | 5,223 | 0.00% | 7q | -18.3%-$35.5K |
| JPMORGAN CHASE & CO | $110.2K | 3,651 | 0.00% | 6q | -57.3%-$148.0K |
| DHJJ Financial Advisors, Ltd. | $51.6K | 1,695 | 0.01% | 3q | HELD |
| Elevated Capital Advisors, LLC | $6.6K | 217 | 0.00% | 2q | -27.9%-$2.6K |
| IFG Advisory, LLC | $5.7K | 187 | 0.00% | new | NEW |
| COUNTRY TRUST BANK | $4.1K | 134 | 0.00% | new | NEW |
| UBS Group AG | $2.7K | 90 | 0.00% | 6q | -73.5%-$7.6K |
| Lloyd Advisory Services, LLC. | $183 | 6 | 0.00% | 3q | -97.3%-$6.5K |
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 | 7 | $5.5M | 178,428 | 0 | 4 | 1 | 0.0% |
| Q2 2026 | 36 | $51.8M | 1,703,815 | 6 | 8 | 16 | 0.0% |
| Q1 2026 | 41 | $56.8M | 2,058,649 | 5 | 15 | 12 | 0.0% |
| Q4 2025 | 39 | $52.0M | 1,825,451 | 12 | 11 | 7 | 0.0% |
| Q3 2025 | 27 | $32.2M | 1,150,708 | 4 | 5 | 10 | 0.0% |
| Q2 2025 | 37 | $49.6M | 1,888,164 | 18 | 9 | 5 | 0.0% |
| Q1 2025 | 21 | $22.5M | 917,362 | 10 | 5 | 2 | 0.0% |
| Q4 2024 | 15 | $16.9M | 668,192 | 13 | 0 | 0 | 0.0% |