AIM ETF Products Trust - OCTW
Detailed investor-level table based on 13F positions.
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 | 2,340,821 | 91,292 | 0.02% | 0.02% | 1 | +524,474 | 28.88% | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | Added to | 2,225,638 | 86,799 | 0.5% | 0.0% | 2 | +2,217,654 | 27776.23% | Q4 2025 | Jan 26, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,165,773 | 45,465 | 0.06% | 0.06% | 3 | +32,646 | 2.88% | Q4 2025 | Feb 12, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 507,409 | 19,788 | 7.68% | — | 4 | +507,409 | New | Q4 2025 | Feb 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 438,820 | 17,113 | 0.01% | 0.01% | 5 | +19,832 | 4.73% | Q4 2025 | Feb 18, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | New | 364,400 | 14,211 | 5.17% | — | 6 | +364,400 | New | Q4 2025 | Jan 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 231,346 | 9,022 | 0.01% | 0.01% | 7 | +82,569 | 55.5% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 230,751 | 8,999 | 0.04% | 0.04% | 8 | +22,220 | 10.66% | Q4 2025 | Feb 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 219,973 | 8,579 | 0.39% | 0.37% | 9 | +11,713 | 5.62% | Q4 2025 | Feb 13, 2026 |
| Mid-American Wealth Advisory Group, Inc. | History | New | 216,453 | 8,441 | 3.57% | — | 10 | +216,453 | New | Q4 2025 | Jan 23, 2026 |
| Outlook Wealth Advisors, LLC | History | New | 214,983 | 8,384 | 1.9% | — | 11 | +214,983 | New | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Added to | 196,666 | 7,669 | 0.01% | 0.01% | 12 | +11,208 | 6.04% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 190,862 | 7,443 | 0.0% | 0.0% | 13 | +8,644 | 4.74% | Q4 2025 | Feb 10, 2026 |
| FSR Wealth Management Ltd. | History | New | 144,678 | 5,642 | 6.63% | — | 14 | +144,678 | New | Q4 2025 | Jan 27, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | New | 124,715 | 4,863 | 1.92% | — | 15 | +124,715 | New | Q4 2025 | Feb 11, 2026 |
| Forty-three Eighteen Advisors, LLC | History | New | 117,894 | 4,597 | 3.57% | — | 16 | +117,894 | New | Q4 2025 | Mar 16, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | New | 115,510 | 4,504 | 1.42% | — | 17 | +115,510 | New | Q4 2025 | Feb 02, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 94,267 | 3,676 | 0.54% | 0.58% | 18 | -4,737 | -4.78% | Q4 2025 | Feb 09, 2026 |
| ALLIANZ INVESTMENT MANAGEMENT LLC | History | New | 94,238 | 3,675 | 2.3% | — | 19 | +94,238 | New | Q4 2025 | Feb 11, 2026 |
| Integrated Wealth Management | History | New | 92,939 | 3,624 | 4.07% | — | 20 | +92,939 | New | Q4 2025 | Mar 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 88,056 | 3,434 | 0.01% | 0.01% | 21 | +1,706 | 1.98% | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | Added to | 83,816 | 3,268 | 0.11% | 0.02% | 22 | +65,463 | 356.69% | Q4 2025 | Jan 14, 2026 |
| Elevation Wealth Management LLC | History | New | 75,595 | 2,948 | 2.83% | — | 23 | +75,595 | New | Q4 2025 | Feb 12, 2026 |
| Compass Advisory Group LLC | History | Reduced | 67,748 | 2,642 | 0.71% | 0.73% | 24 | -300 | -0.44% | Q4 2025 | Jan 21, 2026 |
| Great Lakes Retirement, Inc. | History | New | 66,757 | 2,603 | 0.27% | — | 25 | +66,757 | New | Q4 2025 | Feb 12, 2026 |
| Networth Advisors, LLC | History | New | 63,765 | 2,486 | 1.83% | — | 26 | +63,765 | New | Q4 2025 | Jan 22, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 63,481 | 2,475 | 0.29% | 0.04% | 27 | +56,646 | 828.76% | Q4 2025 | Feb 13, 2026 |
| Long Island Wealth Management, Inc. | History | No change | 60,525 | 2,360 | 1.12% | 1.13% | 28 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| LifeWealth Investments, LLC | History | New | 60,254 | 2,349 | 0.74% | — | 29 | +60,254 | New | Q4 2025 | Jan 26, 2026 |
| PFG Advisors | History | Added to | 54,195 | 2,113 | 0.1% | 0.08% | 30 | +3,399 | 6.69% | Q4 2025 | Jan 27, 2026 |
| Guardian Capital, LLC | History | New | 54,001 | 2,106 | 1.89% | — | 31 | +54,001 | New | Q4 2025 | Feb 05, 2026 |
| Csenge Advisory Group | History | New | 52,862 | 2,061 | 0.09% | — | 32 | +52,862 | New | Q4 2025 | Feb 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 48,977 | 1,910 | 0.01% | 0.0% | 33 | +6,164 | 14.4% | Q4 2025 | Feb 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 48,384 | 1,886 | 0.04% | 0.01% | 34 | +32,871 | 211.89% | Q4 2025 | Feb 09, 2026 |
| Centennial Advisors, LLC | History | New | 47,640 | 1,857 | 2.41% | — | 35 | +47,640 | New | Q4 2025 | Jan 22, 2026 |
| SMART Wealth LLC | History | New | 42,242 | 1,647 | 0.5% | — | 36 | +42,242 | New | Q4 2025 | Jan 26, 2026 |
| FSA Advisors, Inc. | History | New | 39,976 | 1,559 | 1.08% | — | 37 | +39,976 | New | Q4 2025 | Feb 02, 2026 |
| Modern Wealth Management, LLC | History | New | 34,801 | 1,357 | 0.02% | — | 38 | +34,801 | New | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 30,928 | 1,206 | 0.0% | 0.0% | 39 | +18,656 | 152.02% | Q4 2025 | Feb 17, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Reduced | 27,072 | 1,055 | 0.59% | 0.66% | 40 | -3,787 | -12.27% | Q4 2025 | Jan 30, 2026 |
| Kingdom Financial Group LLC. | History | New | 24,603 | 959 | 0.3% | — | 41 | +24,603 | New | Q4 2025 | Feb 06, 2026 |
| BIP Wealth, LLC | History | New | 23,763 | 926 | 0.03% | — | 42 | +23,763 | New | Q4 2025 | Jan 21, 2026 |
| Blackston Financial Advisory Group, LLC | History | New | 21,047 | 820 | 0.5% | — | 43 | +21,047 | New | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 21,006 | 819 | 0.01% | 0.0% | 44 | +18,862 | 879.76% | Q4 2025 | Jan 23, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 20,977 | 818 | 0.05% | 0.07% | 45 | -21,865 | -51.04% | Q4 2025 | Jan 30, 2026 |
| Authentikos Wealth Advisory, LLC | History | New | 20,828 | 812 | 0.54% | — | 46 | +20,828 | New | Q4 2025 | Feb 06, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 19,771 | 773 | 0.17% | 0.15% | 47 | +1,558 | 8.55% | Q4 2025 | Feb 05, 2026 |
| Diversify Advisory Services, LLC | History | No change | 17,911 | 703 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 16,704 | 651 | 0.03% | 0.04% | 49 | -182 | -1.08% | Q4 2025 | Jan 26, 2026 |
| Focus Financial Network, Inc. | History | Added to | 15,579 | 607 | 0.02% | 0.02% | 50 | +2,044 | 15.1% | Q4 2025 | Jan 12, 2026 |
| Westshore Wealth, LLC | History | New | 14,508 | 565 | 0.19% | — | 51 | +14,508 | New | Q4 2025 | Feb 25, 2026 |
| Certified Advisory Corp | History | No change | 14,253 | 555 | 0.05% | 0.05% | 52 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| JANE STREET GROUP, LLC | History | New | 11,280 | 439 | 0.0% | — | 53 | +11,280 | New | Q4 2025 | Feb 12, 2026 |
| Quest 10 Wealth Builders, Inc. | History | New | 11,161 | 435 | 0.39% | — | 54 | +11,161 | New | Q4 2025 | Jan 29, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 9,907 | 386 | 0.13% | 0.15% | 55 | -1,328 | -11.82% | Q4 2025 | Jan 23, 2026 |
| HB Wealth Management, LLC | History | No change | 9,908 | 386 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Stirlingshire Investments, Inc. | History | New | 9,882 | 385 | 0.34% | — | 57 | +9,882 | New | Q4 2025 | Feb 11, 2026 |
| Taylor Securities Services, Inc. | History | New | 9,879 | 385 | 0.18% | — | 58 | +9,879 | New | Q4 2025 | Mar 05, 2026 |
| IFP Advisors, Inc | History | Added to | 9,773 | 381 | 0.01% | 0.01% | 59 | +343 | 3.64% | Q4 2025 | Feb 06, 2026 |
| BCGM Wealth Management, LLC | History | New | 9,715 | 378 | 0.1% | — | 60 | +9,715 | New | Q4 2025 | Jan 07, 2026 |
| First Heartland Consultants, Inc. | History | New | 9,470 | 369 | 0.03% | — | 61 | +9,470 | New | Q4 2025 | Jan 09, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 8,751 | 341 | 0.0% | 0.01% | 62 | -3,891 | -30.78% | Q4 2025 | Feb 10, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 8,604 | 335 | 0.01% | — | 63 | +8,604 | New | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | No change | 8,611 | 335 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Grantvest Financial Group LLC | History | Added to | 8,384 | 326 | 0.21% | 0.21% | 65 | +292 | 3.61% | Q4 2025 | Feb 02, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 8,140 | 317 | 0.16% | 0.17% | 66 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Private Advisor Group, LLC | History | No change | 7,535 | 293 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | No change | 7,500 | 292 | 0.16% | 0.16% | 68 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 7,325 | 285 | 0.03% | — | 69 | +7,325 | New | Q4 2025 | Jan 26, 2026 |
| Gaddis Premier Wealth Advisors LLC | History | New | 7,037 | 274 | 0.21% | — | 70 | +7,037 | New | Q4 2025 | Feb 11, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 6,820 | 265 | 0.02% | 0.05% | 71 | -7,488 | -52.33% | Q4 2025 | Jan 13, 2026 |
| CreativeOne Wealth, LLC | History | New | 6,759 | 263 | 0.01% | — | 72 | +6,759 | New | Q4 2025 | Feb 13, 2026 |
| Clear Point Advisors Inc. | History | Reduced | 6,746 | 263 | 0.2% | 0.22% | 73 | -560 | -7.66% | Q4 2025 | Feb 10, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 6,635 | 258 | 0.01% | — | 74 | +6,635 | New | Q4 2025 | Feb 02, 2026 |
| BridgePort Financial Solutions, LLC | History | New | 6,605 | 257 | 0.07% | — | 75 | +6,605 | New | Q4 2025 | Jan 16, 2026 |
| Belpointe Asset Management LLC | History | No change | 6,490 | 253 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 6,369 | 248 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Key Capital Management, INC | History | New | 6,278 | 244 | 0.24% | — | 78 | +6,278 | New | Q4 2025 | Jan 26, 2026 |
| Moors & Cabot, Inc. | History | New | 6,130 | 239 | 0.01% | — | 79 | +6,130 | New | Q4 2025 | Feb 10, 2026 |
| Rothschild Wealth LLC | History | New | 5,772 | 225 | 0.02% | — | 80 | +5,772 | New | Q4 2025 | Feb 17, 2026 |
| RIA Advisory Group LLC | History | No change | 5,500 | 214 | 0.05% | 0.05% | 81 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Diligent Investors, LLC | History | No change | 5,410 | 210 | 0.05% | 0.05% | 82 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ALLIANZ SE | History | New | 5,000 | 195 | 0.0% | — | 83 | +5,000 | New | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,119 | 121 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AdvisorNet Financial, Inc | History | No change | 3,070 | 119 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 2,610 | 101 | 0.01% | 0.0% | 86 | +1,734 | 197.95% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | No change | 939 | 36 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | No change | 947 | 36 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 929 | 36 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Decker Retirement Planning Inc. | History | New | 690 | 26 | 0.01% | — | 90 | +690 | New | Q4 2025 | Jan 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 649 | 25 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 99 | 3 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | New | 67 | 2 | 0.0% | — | 93 | +67 | New | Q4 2025 | Jan 23, 2026 |
| Gradient Investments LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -38,106 | -100.0% | Q3 2025 | Oct 06, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,024 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Brookstone Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -5,983 | -100.0% | Q3 2025 | Oct 15, 2025 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BARCLAYS PLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 13, 2026 |