AIM ETF Products Trust - SPBU
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Savant Capital, LLC | History | Added to | 723,257 | 20,359 | 0.12% | 0.07% | 1 | +332,053 | 84.88% | Q4 2025 | Feb 10, 2026 |
| Transcendent Capital Group LLC | History | Added to | 572,839 | 16,125 | 7.3% | 6.58% | 2 | +41,822 | 7.88% | Q4 2025 | Jan 26, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 263,137 | 7,407 | 0.01% | 0.01% | 3 | +86,672 | 49.12% | Q4 2025 | Feb 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 203,648 | 5,732 | 0.08% | 0.0% | 4 | +195,664 | 2450.7% | Q4 2025 | Feb 17, 2026 |
| ALLIANZ SE | History | New | 153,132 | 4,310 | 0.06% | — | 5 | +153,132 | New | Q4 2025 | Feb 13, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 148,776 | 4,188 | 1.09% | 0.99% | 6 | +12,018 | 8.79% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 136,093 | 3,831 | 0.08% | 0.05% | 7 | +64,355 | 89.71% | Q4 2025 | Feb 09, 2026 |
| Cetera Investment Advisers | History | Added to | 123,101 | 3,465 | 0.0% | 0.0% | 8 | +61,860 | 101.01% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 114,034 | 3,209 | 0.0% | — | 9 | +114,034 | New | Q4 2025 | Feb 17, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 99,966 | 2,814 | 1.22% | 0.91% | 10 | +32,600 | 48.39% | Q4 2025 | Jan 23, 2026 |
| CGN Advisors LLC | History | Reduced | 91,764 | 2,583 | 0.2% | 0.21% | 11 | -418 | -0.45% | Q4 2025 | Jan 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 89,860 | 2,529 | 0.01% | 0.01% | 12 | +11,918 | 15.29% | Q4 2025 | Feb 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 89,277 | 2,513 | 0.3% | 0.32% | 13 | +402 | 0.45% | Q4 2025 | Jan 26, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 45,299 | 1,275 | 0.0% | 0.0% | 14 | +32,934 | 266.35% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 42,304 | 1,190 | 0.0% | 0.0% | 15 | +33,089 | 359.08% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 34,996 | 985 | 0.0% | 0.0% | 16 | +11,346 | 47.97% | Q4 2025 | Feb 05, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 27,440 | 772 | 0.01% | 0.01% | 17 | -195 | -0.71% | Q4 2025 | Feb 05, 2026 |
| Stonebridge Financial Group, LLC / MO | History | New | 18,293 | 514 | 0.44% | — | 18 | +18,293 | New | Q4 2025 | Feb 04, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 17,899 | 503 | 0.04% | — | 19 | +17,899 | New | Q4 2025 | Jan 21, 2026 |
| AE Wealth Management LLC | History | New | 16,425 | 462 | 0.0% | — | 20 | +16,425 | New | Q4 2025 | Jan 26, 2026 |
| Madrona Financial Services, LLC | History | New | 16,105 | 453 | 0.1% | — | 21 | +16,105 | New | Q4 2025 | Jan 22, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 16,066 | 452 | 0.08% | 0.11% | 22 | +487 | 3.13% | Q4 2025 | Jan 26, 2026 |
| MAI Capital Management | History | No change | 14,923 | 420 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Clear Creek Financial Management, LLC | History | New | 13,960 | 392 | 0.03% | — | 24 | +13,960 | New | Q4 2025 | Jan 23, 2026 |
| Guardian Capital, LLC | History | New | 12,730 | 358 | 0.32% | — | 25 | +12,730 | New | Q4 2025 | Feb 05, 2026 |
| LPL Financial LLC | History | Added to | 12,561 | 353 | 0.0% | 0.0% | 26 | +4,161 | 49.54% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | New | 3,053 | 85 | 0.0% | — | 27 | +3,053 | New | Q4 2025 | Feb 13, 2026 |
| Beacon Capital Management, Inc. | History | Added to | 1,535 | 43 | 0.0% | 0.0% | 28 | +907 | 144.43% | Q4 2025 | Feb 12, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 1,298 | 36 | 0.01% | — | 29 | +1,298 | New | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | Added to | 1,080 | 30 | 0.0% | 0.0% | 30 | +980 | 980.0% | Q4 2025 | Feb 06, 2026 |
| JPMORGAN CHASE & CO | History | New | 238 | 6 | 0.0% | — | 31 | +238 | New | Q4 2025 | Feb 11, 2026 |
| Key Capital Management, INC | History | New | 76 | 2 | 0.0% | — | 32 | +76 | New | Q4 2025 | Jan 26, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 42 | 1 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -17,507 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.06% | — | -15,962 | -100.0% | Q3 2025 | Nov 12, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,010 | -100.0% | Q3 2025 | Nov 14, 2025 |