DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
OCTW

AIM ETF PRODUCTS TRUST

105 institutions still hold AIM ETF PRODUCTS TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 00888H505·105 13F holders·last filed Mar 31, 2026
Market cap
5.2%
vs prior quarter
13F value held
$343M
61.0% inst. owned
of float
Holders
105
+131 QoQ
filers reporting
Activity
+78 / −119
+914 added · −892 reduced
this quarter
Concentration
25.45%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

105 institutions reported OCTW in Q1 2026. LPL Financial LLC leads at 25.4% of the visible book. +131 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$87M2.3M0.02%Q1 2026
02
AE Wealth Management LLC
CIK 0001697723
$86M2.2M0.46%Q1 2026
03
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$44M1.2M0.06%Q1 2026
04
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$18M467K0.01%Q1 2026
05
ACCESS FINANCIAL SERVICES, INC.
CIK 0001699622
$13M350K4.77%Q1 2026
06
Kestra Advisory Services, LLC
CIK 0001830819
$9M244K0.04%Q1 2026
07
CENTAURUS FINANCIAL, INC.
CIK 0000891943
$9M220K0.39%Q4 2025
08
Mid-American Wealth Advisory Group, Inc.
CIK 0001911264
$8M216K3.57%Q1 2026
09
OSAIC HOLDINGS, INC.
CIK 0001677044
$8M197K0.01%Q1 2026
10
Cetera Investment Advisers
CIK 0001666741
$8M197K0.01%Q1 2026
11
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$7M195K0.00%Q1 2026
12
POM Investment Strategies, LLC
CIK 0001906322
$7M190K9.07%Q1 2026
13
FSR Wealth Management Ltd.
CIK 0001940000
$6M144K6.87%Q1 2026
14
ALLIANZ SE
CIK 0001127508
$5M136K0.06%Q1 2026
15
Advyzon Investment Management, LLC
CIK 0002011872
$5M131K0.45%Q1 2026
16
Elevated Capital Advisors, LLC
CIK 0001802387
$5M121K1.17%Q1 2026
17
HOWARD BAILEY SECURITIES, LLC
CIK 0002043986
$5M120K1.90%Q1 2026
18
Forty-three Eighteen Advisors, LLC
CIK 0002116323
$5M118K3.57%Q4 2025
19
Outlook Wealth Advisors, LLC
CIK 0001767151
$4M107K1.00%Q1 2026
20
B.O.S.S. Retirement Advisors, LLC
CIK 0001964810
$4M107K1.25%Q1 2026
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