DaveManuel.com · Institutional Ownership · Who Owns It
AIM ETF PRODUCTS TRUST (OCTW)
Institutional ownership reported to the SEC as of Q2 2026, across 24 quarters.
83
Reporting holders
$287.9M
Reported value
0.0%
Calls
0.0%
Puts
-18
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $90.5M | 2,212,139 | 0.02% | 15q | -2.5%-$2.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | $46.6M | 1,140,163 | 0.06% | 20q | -1.2%-$548.9K |
| RAYMOND JAMES FINANCIAL INC | $20.8M | 508,418 | 0.01% | 7q | +8.8%+$1.7M |
| ENVESTNET ASSET MANAGEMENT INC | $10.2M | 249,190 | 0.00% | 16q | +27.8%+$2.2M |
| Kestra Advisory Services, LLC | $9.4M | 230,127 | 0.03% | 20q | -5.7%-$573.9K |
| CENTAURUS FINANCIAL, INC. | $8.9M | 216,813 | 0.34% | 14q | -0.7%-$58.9K |
| Advyzon Investment Management, LLC | $8.5M | 207,260 | 0.62% | 4q | +58.1%+$3.1M |
| OSAIC HOLDINGS, INC. | $7.8M | 189,674 | 0.01% | 23q | -3.8%-$309.2K |
| Cetera Investment Advisers | $7.6M | 184,697 | 0.01% | 16q | -6.2%-$503.4K |
| Allianz SE | $6.8M | 167,279 | 0.07% | 3q | +22.6%+$1.3M |
| Guardian Capital, LLC | $5.6M | 136,626 | 4.57% | 3q | +37.3%+$1.5M |
| Forty-three Eighteen Advisors, LLC | $4.8M | 117,113 | 3.22% | 3q | HELD |
| Cambridge Investment Research Advisors, Inc. | $3.7M | 91,116 | 0.00% | 19q | +96.5%+$1.8M |
| World Investment Advisors | $3.6M | 88,691 | 0.06% | 2q | +10.1%+$332.0K |
| MML INVESTORS SERVICES, LLC | $3.6M | 87,868 | 0.01% | 7q | +565.5%+$3.1M |
| Ausdal Financial Partners, Inc. | $3.5M | 85,533 | 0.14% | 2q | +85.0%+$1.6M |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $3.5M | 84,833 | 0.43% | 15q | -8.1%-$303.8K |
| Spire Wealth Management | $3.1M | 75,586 | 0.09% | 11q | -4.4%-$142.4K |
| Elevation Wealth Management LLC | $2.8M | 68,745 | 2.10% | 3q | -1.1%-$29.9K |
| Compass Advisory Group LLC | $2.7M | 66,115 | 0.64% | 18q | -2.2%-$60.3K |
| Elevated Capital Advisors, LLC | $2.5M | 61,179 | 0.69% | 2q | -49.4%-$2.4M |
| Long Island Wealth Management, Inc. | $2.5M | 60,525 | 1.02% | 11q | HELD |
| PFG Advisors | $2.1M | 51,697 | 0.11% | 11q | -2.3%-$49.8K |
| Advus Financial Partners, LLC | $2.1M | 51,223 | 0.60% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 39,556 | 0.00% | 4q | +340.7%+$1.3M |
| HARBOUR INVESTMENTS, INC. | $1.5M | 37,749 | 0.02% | 17q | -18.8%-$356.5K |
| SECURED RETIREMENT ADVISORS, LLC | $1.2M | 28,320 | 0.59% | 7q | +3.2%+$35.9K |
| Summit Financial, LLC | $1.1M | 25,940 | 0.01% | new | NEW |
| AE Wealth Management LLC | $1.0M | 25,537 | 0.00% | 7q | -98.9%-$89.9M |
| BIP Wealth, LLC | $912.7K | 22,310 | 0.03% | 3q | -4.4%-$42.5K |
| Midwest Financial Network, LLC | $888.0K | 21,705 | 0.61% | 7q | -13.4%-$137.6K |
| Strategic Blueprint, LLC | $858.2K | 20,977 | 0.04% | 16q | HELD |
| IFG Advisory, LLC | $849.9K | 20,776 | 0.03% | new | NEW |
| Castle Rock Wealth Management, LLC | $809.0K | 19,771 | 0.16% | 8q | HELD |
| Diversify Advisory Services, LLC | $734.6K | 17,912 | 0.01% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $734.6K | 17,912 | 0.01% | 2q | HELD |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $699.2K | 17,090 | 0.03% | 18q | +5.4%+$35.7K |
| Westshore Wealth, LLC | $593.5K | 14,508 | 0.18% | 3q | HELD |
| Focus Financial Network, Inc. | $591.6K | 14,462 | 0.02% | 7q | HELD |
| Certified Advisory Corp | $572.9K | 14,003 | 0.05% | 11q | -1.8%-$10.2K |
| INDEPENDENT FINANCIAL GROUP, LLC | $549.2K | 13,424 | 0.01% | 11q | -2.2%-$12.3K |
| OLD MISSION CAPITAL LLC | $540.9K | 13,222 | 0.01% | 3q | +0.5%+$2.8K |
| GTS FINANCIAL, LLC | $462.1K | 12,486 | 0.34% | 2q | HELD |
| Stirlingshire Investments, Inc. | $417.2K | 10,198 | 0.31% | 3q | -3.6%-$15.6K |
| Taylor Securities Services, Inc. | $415.2K | 10,150 | 0.17% | 3q | -3.8%-$16.5K |
| IFP Advisors, Inc | $407.0K | 9,948 | 0.01% | 12q | -0.5%-$2.0K |
| FreeGulliver LLC | $406.6K | 9,938 | 0.14% | 2q | HELD |
| HB Wealth Management, LLC | $405.3K | 9,908 | 0.00% | 15q | HELD |
| BCGM Wealth Management, LLC | $397.4K | 9,715 | 0.08% | 3q | HELD |
| DHJJ Financial Advisors, Ltd. | $391.1K | 9,560 | 0.11% | 20q | HELD |
| First Heartland Consultants, Inc. | $387.4K | 9,470 | 0.03% | 3q | HELD |
| Csenge Advisory Group | $353.1K | 8,631 | 0.01% | 3q | -83.1%-$1.7M |
| JIM SAULNIER & ASSOCIATES, LLC | $333.0K | 8,140 | 0.13% | 7q | HELD |
| Merit Financial Group, LLC | $322.5K | 7,883 | 0.00% | 5q | -2.6%-$8.7K |
| PANORAMIC INVESTMENT ADVISORS, LLC | $306.8K | 7,500 | 0.15% | 12q | HELD |
| CreativeOne Wealth, LLC | $277.1K | 6,773 | 0.01% | 3q | HELD |
| Grantvest Financial Group LLC | $272.7K | 6,667 | 0.16% | 7q | -4.2%-$11.9K |
| Avidian Wealth Enterprises, LLC | $271.4K | 6,635 | 0.01% | 3q | HELD |
| BridgePort Financial Solutions, LLC | $270.2K | 6,605 | 0.07% | 3q | HELD |
| Private Advisor Group, LLC | $270.0K | 6,600 | 0.00% | 13q | HELD |
| Belpointe Asset Management LLC | $265.5K | 6,490 | 0.01% | 10q | HELD |
| RIA Advisory Group LLC | $225.0K | 5,500 | 0.05% | 5q | HELD |
| Main Street Financial Solutions, LLC | $224.9K | 5,497 | 0.01% | 7q | HELD |
| Gaddis Premier Wealth Advisors LLC | $223.9K | 5,472 | 0.14% | 3q | -3.9%-$9.2K |
| Moors & Cabot, Inc. | $218.1K | 5,330 | 0.01% | 3q | -4.5%-$10.2K |
| RFG Advisory, LLC | $215.3K | 5,262 | 0.00% | 2q | -5.2%-$11.8K |
| Rothschild Wealth LLC | $204.3K | 4,993 | 0.02% | 3q | -13.5%-$31.9K |
| CITADEL ADVISORS LLC | $200.1K | 4,892 | 0.00% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $137.7K | 3,367 | 0.01% | 7q | +1.1%+$1.4K |
| Global Retirement Partners, LLC | $127.6K | 3,119 | 0.00% | 5q | HELD |
| AdvisorNet Financial, Inc | $125.6K | 3,070 | 0.01% | 18q | HELD |
| BFC Planning, Inc. | $104.7K | 2,559 | 0.00% | 7q | +68.5%+$42.5K |
| COMPASS FINANCIAL MANAGEMENT LLC | $104.1K | 2,515 | 0.01% | new | FIRST |
| Farther Finance Advisors, LLC | $87.7K | 2,144 | 0.00% | 15q | HELD |
| Lloyd Advisory Services, LLC. | $58.5K | 1,430 | 0.02% | 3q | -93.9%-$897.8K |
| POM Investment Strategies, LLC | $49.4K | 1,207 | 0.06% | 2q | -99.4%-$7.7M |
| TOUNJIAN ADVISORY PARTNERS, LLC | $41.2K | 1,007 | 0.02% | new | NEW |
| Archer Investment Corp | $11.5K | 280 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.4K | 157 | 0.00% | new | NEW |
| Networth Advisors, LLC | $5.5K | 134 | 0.00% | 3q | -99.8%-$2.5M |
| JPMORGAN CHASE & CO | $4.0K | 99 | 0.00% | 5q | HELD |
| ASSETMARK, INC | $2.7K | 67 | 0.00% | 3q | HELD |
| WELLS FARGO & COMPANY/MN | $10 | none filed | 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 | $19.7M | 468,257 | 2 | 2 | 12 | 0.0% |
| Q2 2026 | 83 | $287.9M | 7,039,182 | 9 | 15 | 31 | 0.0% |
| Q1 2026 | 101 | $414.0M | 10,758,453 | 11 | 21 | 39 | 0.0% |
| Q4 2025 | 97 | $428.0M | 10,973,858 | 33 | 23 | 11 | 0.0% |
| Q3 2025 | 58 | $198.5M | 5,180,203 | 5 | 13 | 24 | 0.0% |
| Q2 2025 | 87 | $305.3M | 8,251,671 | 5 | 26 | 34 | 0.0% |
| Q1 2025 | 89 | $354.8M | 10,102,508 | 7 | 20 | 39 | 0.0% |
| Q4 2024 | 90 | $344.8M | 9,696,579 | 37 | 18 | 12 | 0.0% |
| Q3 2024 | 47 | $105.9M | 3,015,406 | 5 | 11 | 16 | 0.0% |
| Q2 2024 | 44 | $97.4M | 2,821,639 | 6 | 6 | 19 | 0.0% |
| Q1 2024 | 44 | $102.2M | 3,019,447 | 4 | 10 | 13 | 0.0% |
| Q4 2023 | 42 | $101.6M | 3,104,544 | 11 | 18 | 3 | 0.0% |
| Q3 2023 | 31 | $78.3M | 2,520,860 | 4 | 4 | 16 | 0.0% |
| Q2 2023 | 28 | $78.9M | 2,593,492 | 2 | 2 | 17 | 0.0% |
| Q1 2023 | 31 | $126.8M | 4,353,370 | 3 | 6 | 16 | 0.0% |
| Q4 2022 | 33 | $130.1M | 4,677,553 | 11 | 12 | 6 | 0.0% |
| Q3 2022 | 23 | $1.3B | 47,378,672 | 11 | 8 | 2 | 0.0% |
| Q2 2022 | 19 | $156.5M | 5,987,499 | 4 | 7 | 5 | 0.0% |
| Q1 2022 | 15 | $107.2M | 3,898,636 | 4 | 4 | 4 | 0.0% |
| Q4 2021 | 13 | $109.5M | 3,956,711 | 5 | 4 | 3 | 0.0% |
| Q3 2021 | 8 | $29.8M | 1,109,364 | 3 | 3 | 1 | 0.0% |
| Q2 2021 | 6 | $29.9M | 1,117,214 | 0 | 1 | 2 | 0.0% |
| Q1 2021 | 6 | $29.6M | 1,120,476 | 2 | 0 | 1 | 0.0% |
| Q4 2020 | 6 | $30.1M | 1,158,138 | 6 | 0 | 0 | 0.0% |