Vault-13

AIM ETF PRODUCTS TRUST JULW

US LRGCP B20 JUL · ETP · CUSIP 00888H406

69 institutional holders -2 vs Q1 2026
4,961,2975.0m shares reported held*
$201.2mreported value*
9 new 20 added 22 reduced 13 sold out net sold ≈ $16.2m (-371.4k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($6.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $40.56.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 25Q4 22: 35Q1 23: 40Q2 23: 36Q3 23: 44Q4 23: 58Q1 24: 46Q2 24: 56Q3 24: 73Q4 24: 63Q1 25: 58Q2 25: 59Q3 25: 70Q4 25: 76Q1 26: 71Q2 26: 6969Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202225
Q4 202235
Q1 202340
Q2 202336
Q3 202344
Q4 202358
Q1 202446
Q2 202456
Q3 202473
Q4 202463
Q1 202558
Q2 202559
Q3 202570
Q4 202576
Q1 202671
Q2 202669

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q3 24: 41 bought or addedQ3 24: 17 cut or sold outQ4 24: 14 bought or addedQ4 24: 46 cut or sold outQ4 24Q1 25: 14 bought or addedQ1 25: 32 cut or sold outQ2 25: 22 bought or addedQ2 25: 23 cut or sold outQ2 25Q3 25: 37 bought or addedQ3 25: 27 cut or sold outQ4 25: 20 bought or addedQ4 25: 38 cut or sold outQ4 25Q1 26: 18 bought or addedQ1 26: 45 cut or sold outQ2 26: 29 bought or addedQ2 26: 35 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20244117
Q4 20241446
Q1 20251432
Q2 20252223
Q3 20253727
Q4 20252038
Q1 20261845
Q2 20262935

Biggest buyers

RAYMOND JAMES FINANCIAL INC Added +315,937+315.9k
GTS FINANCIAL, LLC Added +296,079+296.1k
Cambridge Investment Research Advisors, Inc. Added +90,216+90.2k
Advyzon Investment Management, LLC Added +80,656+80.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +73,211+73.2k
Guardian Capital, LLC Added +41,752+41.8k
Ausdal Financial Partners, Inc. Added +40,341+40.3k
LPL Financial LLC Added +34,431+34.4k
Diversify Advisory Services, LLC New +34,101+34.1k
Allianz SE Added +30,643+30.6k

Biggest sellers

AE Wealth Management LLC Reduced -798,647-798.6k
CENTAURUS FINANCIAL, INC. Reduced -98,349-98.3k
B.O.S.S. Retirement Advisors, LLC Sold out -81,235-81.2k
HOWARD BAILEY SECURITIES, LLC Sold out -77,440-77.4k
Great Lakes Retirement, Inc. Sold out -51,710-51.7k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -51,311-51.3k
Elevated Capital Advisors, LLC Reduced -47,191-47.2k
Kestra Advisory Services, LLC Reduced -33,936-33.9k
Integrated Wealth Management Sold out -32,181-32.2k
LifeWealth Investments, LLC Sold out -31,350-31.4k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 COMMONWEALTH EQUITY SERVICES, LLC 0.06% of their portfolio WALTHAM, MA 1,220,6171.2m $49.8m $49.8m 0.06% Reduced -51.3k -51,311
2 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 414,189414.2k $16.9m $16.9m 0.00% Added +315.9k +315,937
3 GTS FINANCIAL, LLC 9.64% of their portfolio BLOOMINGTON, MN 355,833355.8k $13.2m $13.2m 9.64% Added +296.1k +296,079
4 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 287,703287.7k $11.7m $11.7m 0.00% Added +34.4k +34,431
5 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 266,353266.4k $10.9m $10.9m 0.01% Added +8.3k +8,326
6 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 230,401230.4k $9.4m $9.4m 0.01% Added +2.0k +1,953
7 Advyzon Investment Management, LLC 0.62% of their portfolio LISLE, IL 208,320208.3k $8.5m $8.5m 0.62% Added +80.7k +80,656
8 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 171,426171.4k $7.0m $7.0m 0.01% Added +90.2k +90,216
9 Allianz SE 0.07% of their portfolio Munich, 2M 168,041168.0k $6.9m $6.9m 0.07% Added +30.6k +30,643
10 AMERICAN ASSET MANAGEMENT INC. 4.97% of their portfolio Boca Raton, FL 149,192149.2k $6.1m $6.1m 4.97% Reduced -1.8k -1,807
11 Guardian Capital, LLC 4.57% of their portfolio WEXFORD, PA 136,855136.9k $5.6m $5.6m 4.57% Added +41.8k +41,752
12 World Investment Advisors 0.09% of their portfolio LINCROFT, NJ 130,451130.5k $5.3m $5.3m 0.09% Added +13.7k +13,680
13 Long Island Wealth Management, Inc. 2.06% of their portfolio MELVILLE, NY 122,469122.5k $5.0m $5.0m 2.06% Reduced -78 -78
14 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 112,954113.0k $4.6m $4.6m 0.01% Reduced -33.9k -33,936
15 CENTAURUS FINANCIAL, INC. 0.14% of their portfolio ANAHEIM, CA 91,02891.0k $3.7m $3.7m 0.14% Reduced -98.3k -98,349
16 Ausdal Financial Partners, Inc. 0.14% of their portfolio Davenport, IA 84,93884.9k $3.5m $3.5m 0.14% Added +40.3k +40,341
17 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 84,63984.6k $3.5m $3.5m 0.00% Added +73.2k +73,211
18 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 75,56475.6k $3.1m $3.1m 0.00% Added +1.6k +1,572
19 BIP Wealth, LLC 0.07% of their portfolio ATLANTA, GA 62,12662.1k $2.5m $2.5m 0.07% Reduced -3.6k -3,593
20 Elevated Capital Advisors, LLC 0.55% of their portfolio SANDY, UT 48,66148.7k $2.0m $2.0m 0.55% Reduced -47.2k -47,191
21 Compass Advisory Group LLC 0.44% of their portfolio MELVILLE, NY 45,78145.8k $1.9m $1.9m 0.44% Unchanged
22 RFG Advisory, LLC 0.03% of their portfolio BIRMINGHAM, AL 41,51541.5k $1.7m $1.7m 0.03% Reduced -29.5k -29,461
23 WEALTHGARDEN F.S. LLC 0.83% of their portfolio EL SEGUNDO, CA 35,79135.8k $1.5m $1.5m 0.83% Reduced -10 -10
24 Aegis Wealth Management, Inc. 0.91% of their portfolio Guthrie Center, IA 34,58434.6k $1.4m $1.4m 0.91% Reduced -213 -213
25 Diversify Advisory Services, LLC 0.02% of their portfolio SANDY, UT 34,10134.1k $1.4m $1.4m 0.02% New
26 DIVERSIFY WEALTH MANAGEMENT, LLC 0.02% of their portfolio SANDY, UT 34,10134.1k $1.4m $1.4m 0.02% Reduced -1.0k -1,000
27 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 31,55331.6k $1.3m $1.3m 0.02% Added +50 +50
28 Forty-three Eighteen Advisors, LLC 0.76% of their portfolio BENTONVILLE, AR 27,82727.8k $1.1m $1.1m 0.76% Unchanged
29 Focus Financial Network, Inc. 0.03% of their portfolio MINNEAPOLIS, MN 27,35327.4k $1.1m $1.1m 0.03% Added +122 +122
30 Cypress Wealth Services, LLC 0.13% of their portfolio PALM DESERT, CA 26,85226.9k $1.1m $1.1m 0.13% Unchanged
31 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 24,79924.8k $1.0m $1.0m 0.01% Reduced -1.5k -1,540
32 Castle Rock Wealth Management, LLC 0.20% of their portfolio WALNUT CREEK, CA 24,61924.6k $1.0m $1.0m 0.20% Unchanged
33 INDEPENDENT FINANCIAL GROUP, LLC 0.02% of their portfolio SAN DIEGO, CA 23,89423.9k $975.4k $975.4k 0.02% Added +557 +557
34 Midwest Financial Network, LLC 0.61% of their portfolio TINLEY PARK, IL 21,73221.7k $887.1k $887.1k 0.61% Reduced -3.3k -3,277
35 Joseph P. Lucia & Associates, LLC 0.24% of their portfolio Yorktown Heights, NY 19,89519.9k $812.1k $812.1k 0.24% Added +2.2k +2,200
36 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 18,52818.5k $756.3k $756.3k 0.00% Reduced -798.6k -798,647
37 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.03% of their portfolio CEDAR RAPIDS, IA 17,42117.4k $711.1k $711.1k 0.03% Added +841 +841
38 Spire Wealth Management 0.02% of their portfolio MCLEAN, VA 15,99216.0k $652.8k $652.8k 0.02% Reduced -2.7k -2,667
39 Grantvest Financial Group LLC 0.36% of their portfolio MATAWAN, NJ 15,28215.3k $623.8k $623.8k 0.36% Reduced -250 -250
40 PFG Advisors 0.03% of their portfolio Phoenix, AZ 14,62514.6k $597.0k $597.0k 0.03% Added +122 +122
41 Advisory Solutions Group, LLC 0.18% of their portfolio PLYMOUTH, MN 12,77112.8k $521.3k $521.3k 0.18% First filing
42 IFG Advisory, LLC 0.02% of their portfolio ATLANTA, GA 12,33812.3k $503.6k $503.6k 0.02% New
43 Advus Financial Partners, LLC 0.11% of their portfolio WINTER PARK, FL 11,61211.6k $474.0k $474.0k 0.11% Unchanged
44 Stirlingshire Investments, Inc. 0.31% of their portfolio NEW YORK, NY 10,20810.2k $416.7k $416.7k 0.31% Reduced -301 -301
45 Summit Financial, LLC 0.00% of their portfolio PARSIPPANY, NJ 9,7809.8k $399.2k $399.2k 0.00% New
46 Elevation Wealth Management LLC 0.29% of their portfolio EDEN PRAIRIE, MN 9,5859.6k $391.3k $391.3k 0.29% Reduced -75 -75
47 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 9,4219.4k $384.6k $384.6k 0.00% Unchanged
48 HB Wealth Management, LLC 0.00% of their portfolio Atlanta, GA 9,3579.4k $382.0k $382.0k 0.00% Unchanged
49 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 8,8988.9k $363.0k $363.0k 0.00% New
50 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 8,2588.3k $337.1k $337.1k 0.00% Unchanged
51 Strategic Blueprint, LLC 0.02% of their portfolio ATLANTA, GA 7,5827.6k $309.5k $309.5k 0.02% Reduced -292 -292
52 Greenbush Financial Group, LLC 0.08% of their portfolio ALBANY, NY 6,8256.8k $278.6k $278.6k 0.08% New
53 BCGM Wealth Management, LLC 0.05% of their portfolio LAFAYETTE, IN 5,4675.5k $223.2k $223.2k 0.05% Unchanged
54 Innovative Asset Advisors Group, LLC 0.09% of their portfolio SHELTON, CT 5,1955.2k $212.1k $212.1k 0.09% New
55 Stonebridge Financial Group, LLC / MO 0.13% of their portfolio ST. LOUIS, MO 4,9004.9k $200.0k $200.0k 0.13% New
56 DHJJ Financial Advisors, Ltd. 0.05% of their portfolio NAPERVILLE, IL 4,1284.1k $168.5k $168.5k 0.05% Reduced -330 -330
57 Lloyd Advisory Services, LLC. 0.06% of their portfolio SUWANEE, GA 3,9914.0k $162.9k $162.9k 0.06% Reduced -12.4k -12,380
58 AdvisorNet Financial, Inc 0.01% of their portfolio MINNETONKA, MN 3,4533.5k $141.0k $141.0k 0.01% Unchanged
59 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 3,2633.3k $133.2k $133.2k 0.00% Added +82 +82
60 NBT BANK, N.A. 0.01% of their portfolio NORWICH, NY 2,6302.6k $107.4k $107.4k 0.01% Unchanged
61 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 1,1671.2k $47.6k $47.6k 0.00% Unchanged
62 COMPASS FINANCIAL MANAGEMENT LLC 0.00% of their portfolio TAMPA, FL 865865 $35.6k $35.6k 0.00% First filing
63 ST GERMAIN D J CO INC 0.00% of their portfolio SPRINGFIELD, MA 862862 $35.2k $35.2k 0.00% Unchanged
64 TOUNJIAN ADVISORY PARTNERS, LLC 0.01% of their portfolio FORT MYERS, FL 497497 $20.3k $20.3k 0.01% New
65 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 392392 $16.0k $16.0k 0.00% Unchanged
66 TRUST CO OF VERMONT 0.00% of their portfolio BRATTLEBORO, VT 164164 $6.7k $6.7k 0.00% First filing
67 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 7373 $3.0k $3.0k 0.00% Unchanged
68 Networth Advisors, LLC 0.00% of their portfolio CANONSBURG, PA 3535 $1.4k $1.4k 0.00% Reduced -3.0k -3,014
69 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 11 $20 $20 0.00% New