AIM ETF Products Trust - OCTT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Rothschild Wealth LLC | History | Reduced | 129,252 | 5,624 | 0.54% | 1.47% | 1 | -29,106 | -18.38% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 125,928 | 5,479 | 0.01% | 0.01% | 2 | +21,971 | 21.13% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 96,784 | 4,211 | 0.01% | 0.0% | 3 | +10,831 | 12.6% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 94,479 | 4,111 | 0.01% | — | 4 | +94,479 | New | Q4 2025 | Feb 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 83,259 | 3,622 | 0.0% | 0.0% | 5 | +16,712 | 25.11% | Q4 2025 | Feb 18, 2026 |
| Modern Wealth Management, LLC | History | New | 82,086 | 3,571 | 0.07% | — | 6 | +82,086 | New | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 79,821 | 3,473 | 0.0% | 0.0% | 7 | +6,520 | 8.89% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 72,657 | 3,161 | 0.0% | 0.0% | 8 | +7,595 | 11.67% | Q4 2025 | Feb 11, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 35,417 | 1,541 | 0.23% | 0.24% | 9 | -1,673 | -4.51% | Q4 2025 | Feb 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 21,235 | 924 | 0.0% | — | 10 | +21,235 | New | Q4 2025 | Feb 13, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 21,003 | 913 | 0.02% | — | 11 | +21,003 | New | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 14,881 | 647 | 0.0% | 0.0% | 12 | +4,603 | 44.78% | Q4 2025 | Jan 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 13,310 | 579 | 0.01% | 0.01% | 13 | +5,130 | 62.71% | Q4 2025 | Feb 09, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | No change | 13,250 | 576 | 0.31% | 0.32% | 14 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Bleakley Financial Group, LLC | History | No change | 12,310 | 535 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 10,826 | 471 | 0.0% | 0.0% | 16 | -1,204 | -10.01% | Q4 2025 | Feb 17, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 8,621 | 375 | 0.16% | 0.27% | 17 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Strategic Blueprint, LLC | History | No change | 8,465 | 368 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Focus Financial Network, Inc. | History | Added to | 7,715 | 335 | 0.01% | 0.01% | 19 | +346 | 4.7% | Q4 2025 | Jan 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 7,134 | 310 | 0.0% | 0.0% | 20 | +714 | 11.12% | Q4 2025 | Feb 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 6,386 | 277 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 6,358 | 276 | 0.0% | 0.0% | 22 | +1,217 | 23.67% | Q4 2025 | Feb 10, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 5,941 | 258 | 0.03% | 0.03% | 23 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Spire Wealth Management | History | Added to | 5,706 | 248 | 0.01% | 0.01% | 24 | +585 | 11.42% | Q4 2025 | Jan 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 5,343 | 232 | 0.01% | 0.02% | 25 | -2,017 | -27.4% | Q4 2025 | Jan 26, 2026 |
| Moors & Cabot, Inc. | History | New | 5,050 | 219 | 0.01% | — | 26 | +5,050 | New | Q4 2025 | Feb 10, 2026 |
| ALLIANZ SE | History | New | 5,000 | 217 | 0.0% | — | 27 | +5,000 | New | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Reduced | 4,925 | 214 | 0.0% | 0.0% | 28 | -2,621 | -34.73% | Q4 2025 | Jan 26, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,995 | 86 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 900 | 39 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NBC SECURITIES, INC. | History | No change | 633 | 27 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| IFP Advisors, Inc | History | Added to | 126 | 5 | 0.0% | 0.0% | 32 | +76 | 152.0% | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | New | 114 | 4 | 0.0% | — | 33 | +114 | New | Q4 2025 | Jan 29, 2026 |
| BARCLAYS PLC | History | New | 46 | 2 | 0.0% | — | 34 | +46 | New | Q4 2025 | Feb 13, 2026 |
| Gradient Investments LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -38,429 | -100.0% | Q3 2025 | Oct 06, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,072 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -9,601 | -100.0% | Q3 2025 | Nov 26, 2025 |
| Signal Advisors Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,472 | -100.0% | Q3 2025 | Oct 10, 2025 |