DaveManuel.com · Institutional Ownership · Who Owns It
AIM ETF PRODUCTS TRUST (SPBW)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
34
Reporting holders
$53.2M
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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $9.4M | 328,518 | 0.01% | 5q | +163.4%+$5.8M |
| Kestra Advisory Services, LLC | $6.8M | 235,838 | 0.02% | 5q | +31.2%+$1.6M |
| Allianz SE | $5.7M | 197,080 | 0.06% | 3q | -28.9%-$2.3M |
| INDEPENDENT FINANCIAL GROUP, LLC | $5.5M | 192,604 | 0.10% | 6q | +17.2%+$811.2K |
| EVOLUTION WEALTH MANAGEMENT INC. | $4.2M | 145,350 | 2.45% | 2q | +16.1%+$577.3K |
| NewEdge Advisors, LLC | $3.7M | 129,064 | 0.01% | 6q | +12.3%+$404.5K |
| AE Wealth Management LLC | $2.7M | 92,383 | 0.01% | 6q | -79.3%-$10.2M |
| HUNTINGTON NATIONAL BANK | $2.3M | 79,673 | 0.01% | 5q | -1.2%-$27.8K |
| Cetera Investment Advisers | $2.1M | 73,137 | 0.00% | 5q | +55.7%+$750.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 44,343 | 0.00% | 5q | +113.3%+$676.1K |
| OSAIC HOLDINGS, INC. | $1.2M | 40,404 | 0.00% | 2q | +35.2%+$302.1K |
| ENVESTNET ASSET MANAGEMENT INC | $1.1M | 39,423 | 0.00% | 6q | +32.6%+$278.1K |
| CENTAURUS FINANCIAL, INC. | $841.0K | 29,295 | 0.03% | 5q | +24.9%+$167.7K |
| World Investment Advisors | $732.1K | 25,504 | 0.01% | new | NEW |
| Compound Planning, Inc. | $600.7K | 20,929 | 0.02% | 3q | HELD |
| Castle Rock Wealth Management, LLC | $573.8K | 19,999 | 0.11% | 5q | -0.5%-$2.9K |
| OLD MISSION CAPITAL LLC | $566.3K | 19,728 | 0.01% | 2q | -44.8%-$459.5K |
| CreativeOne Wealth, LLC | $506.7K | 17,652 | 0.01% | 5q | +4.3%+$20.8K |
| BridgePort Financial Solutions, LLC | $426.0K | 14,842 | 0.11% | 3q | +25.3%+$86.1K |
| Mosley Wealth Management | $377.7K | 13,159 | 0.12% | 2q | +1155.6%+$347.6K |
| Diversify Advisory Services, LLC | $311.9K | 10,850 | 0.01% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $311.9K | 10,850 | 0.01% | 2q | +18.6%+$48.9K |
| GOLDMAN SACHS GROUP INC | $308.6K | 10,750 | 0.00% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $300.6K | 10,471 | 0.00% | 2q | +14.5%+$38.0K |
| Carmel Capital Partners, LLC | $281.0K | 9,790 | 0.09% | new | NEW |
| Strategic Financial Concepts, LLC | $239.8K | 8,353 | 0.07% | 2q | HELD |
| MML INVESTORS SERVICES, LLC | $231.1K | 8,050 | 0.00% | 5q | -9.5%-$24.1K |
| Patriot Financial Group Insurance Agency, LLC | $216.3K | 7,536 | 0.02% | 4q | -50.0%-$216.3K |
| BFC Planning, Inc. | $156.0K | 5,436 | 0.01% | 4q | +149.6%+$93.5K |
| HARBOUR INVESTMENTS, INC. | $142.5K | 4,964 | 0.00% | 6q | HELD |
| Lloyd Advisory Services, LLC. | $99.3K | 3,460 | 0.04% | new | NEW |
| IFP Advisors, Inc | $74.5K | 2,596 | 0.00% | 5q | HELD |
| Steward Partners Investment Advisory, LLC | $21.0K | 732 | 0.00% | new | NEW |
| Key Capital Management, INC | $11.1K | 386 | 0.01% | 3q | +50.2%+$3.7K |
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 | $12.9M | 440,753 | 2 | 3 | 1 | 0.0% |
| Q2 2026 | 34 | $53.2M | 1,853,149 | 6 | 17 | 7 | 0.0% |
| Q1 2026 | 29 | $49.9M | 1,831,301 | 7 | 14 | 6 | 0.0% |
| Q4 2025 | 25 | $39.8M | 1,452,389 | 6 | 11 | 5 | 0.0% |
| Q3 2025 | 20 | $33.4M | 1,241,814 | 4 | 12 | 3 | 0.0% |
| Q2 2025 | 17 | $34.1M | 1,310,493 | 11 | 4 | 2 | 0.0% |
| Q1 2025 | 7 | $22.3M | 916,060 | 7 | 0 | 0 | 0.0% |