AIM ETF Products Trust - NVBT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 91,629 | 3,376 | 0.0% | 0.0% | 1 | +71,233 | 349.25% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 73,761 | 2,718 | 0.0% | 0.0% | 2 | +22,987 | 45.27% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 68,426 | 2,521 | 0.0% | 0.0% | 3 | +40,920 | 148.77% | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 63,784 | 2,350 | 0.0% | 0.0% | 4 | +18,720 | 41.54% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Added to | 39,208 | 1,444 | 0.0% | 0.0% | 5 | +19,814 | 102.17% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 32,513 | 1,198 | 0.0% | 0.0% | 6 | +3,239 | 11.06% | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | New | 26,915 | 991 | 0.0% | — | 7 | +26,915 | New | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | New | 21,315 | 785 | 0.0% | — | 8 | +21,315 | New | Q4 2025 | Feb 17, 2026 |
| Grantvest Financial Group LLC | History | Added to | 19,720 | 726 | 0.47% | 0.36% | 9 | +5,323 | 36.97% | Q4 2025 | Feb 02, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 19,680 | 725 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 19,313 | 711 | 0.01% | 0.0% | 11 | +15,202 | 369.79% | Q4 2025 | Feb 09, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 14,752 | 543 | 0.01% | — | 12 | +14,752 | New | Q4 2025 | Jan 29, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 11,212 | 413 | 0.0% | 0.01% | 13 | -38,618 | -77.5% | Q4 2025 | Feb 13, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 10,739 | 395 | 0.2% | 0.22% | 14 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Accurate Wealth Management, LLC | History | New | 9,002 | 335 | 0.04% | — | 15 | +9,002 | New | Q4 2025 | Jan 14, 2026 |
| Nvest Financial, LLC | History | New | 9,037 | 333 | 0.14% | — | 16 | +9,037 | New | Q4 2025 | Feb 10, 2026 |
| Sanctuary Advisors, LLC | History | New | 8,895 | 327 | 0.0% | — | 17 | +8,895 | New | Q4 2025 | Jan 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 5,754 | 212 | 0.0% | — | 18 | +5,754 | New | Q4 2025 | Feb 10, 2026 |
| ALLIANZ SE | History | New | 5,000 | 184 | 0.0% | — | 19 | +5,000 | New | Q4 2025 | Feb 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 4,806 | 177 | 0.03% | 0.03% | 20 | +86 | 1.82% | Q4 2025 | Feb 09, 2026 |
| Spire Wealth Management | History | No change | 1,163 | 42 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 268 | 9 | 0.0% | 0.0% | 22 | -9 | -3.25% | Q4 2025 | Feb 06, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -47,928 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -32,895 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,829 | -100.0% | Q3 2025 | Mar 31, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -2,823 | -100.0% | Q3 2025 | Nov 13, 2025 |