Vault-13

AIM ETF PRODUCTS TRUST OCTU

ALLIANZIM US EQT · ETP · CUSIP 00888H547

36 institutional holders -5 vs Q1 2026
1,703,8151.7m shares reported held*
$51.8mreported value*
6 new 8 added 16 reduced 11 sold out net sold ≈ $10.9m (-359.8k 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. Holder counts are more reliable. Implied quarter-end price ≈ $30.42.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q4 24: 16Q1 25: 22Q2 25: 38Q3 25: 27Q4 25: 39Q1 26: 41Q2 26: 3636Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q4 202416
Q1 202522
Q2 202538
Q3 202527
Q4 202539
Q1 202641
Q2 202636

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q1 25: 15 bought or addedQ1 25: 6 cut or sold outQ1 25Q2 25: 27 bought or addedQ2 25: 8 cut or sold outQ2 25Q3 25: 10 bought or addedQ3 25: 25 cut or sold outQ3 25Q4 25: 23 bought or addedQ4 25: 11 cut or sold outQ4 25Q1 26: 21 bought or addedQ1 26: 15 cut or sold outQ1 26Q2 26: 14 bought or addedQ2 26: 27 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q1 2025156
Q2 2025278
Q3 20251025
Q4 20252311
Q1 20262115
Q2 20261427

Biggest buyers

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +51,493+51.5k
Allianz SE Added +26,241+26.2k
JANE STREET GROUP, LLC New +17,679+17.7k
RAYMOND JAMES FINANCIAL INC New +13,527+13.5k
Arax Advisory Partners Added +10,760+10.8k
Farther Finance Advisors, LLC New +8,728+8.7k
HRT FINANCIAL LP New +8,455+8.5k
RFG Advisory, LLC Added +6,935+6.9k
OLD MISSION CAPITAL LLC Added +2,525+2.5k
IFP Advisors, Inc Added +1,689+1.7k

Biggest sellers

COMMONWEALTH EQUITY SERVICES, LLC Reduced -275,484-275.5k
AE Wealth Management LLC Reduced -100,023-100.0k
OSAIC HOLDINGS, INC. Reduced -32,218-32.2k
OneDigital Investment Advisors LLC Reduced -19,825-19.8k
Wellment Financial Sold out -10,493-10.5k
SMART Wealth LLC Sold out -10,293-10.3k
FWG Investments, LLC. Sold out -10,260-10.3k
KESTRA PRIVATE WEALTH SERVICES, LLC Sold out -10,230-10.2k
Foundations Investment Advisors, LLC Sold out -9,831-9.8k
Patriot Financial Group Insurance Agency, LLC Reduced -7,923-7.9k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Allianz SE 0.16% of their portfolio Munich, 2M 512,093512.1k $15.6m $15.6m 0.16% Added +26.2k +26,241
2 RFG Advisory, LLC 0.10% of their portfolio BIRMINGHAM, AL 209,942209.9k $6.4m $6.4m 0.10% Added +6.9k +6,935
3 STEPHENS INC /AR/ 0.07% of their portfolio LITTLE ROCK, AR 206,007206.0k $6.3m $6.3m 0.07% Reduced -2.5k -2,544
4 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 171,860171.9k $5.2m $5.2m 0.01% Reduced -275.5k -275,484
5 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 82,11782.1k $2.5m $2.5m 0.00% Added +51.5k +51,493
6 USA FINANCIAL FORMULAS 0.43% of their portfolio ADA, MI 77,50577.5k $2.4m $2.4m 0.43% First filing
7 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 47,99048.0k $1.5m $1.5m 0.01% Reduced -100.0k -100,023
8 OneDigital Investment Advisors LLC 0.01% of their portfolio OVERLAND PARK, KS 44,02844.0k $1.3m $1.3m 0.01% Reduced -19.8k -19,825
9 Savant Capital, LLC 0.00% of their portfolio ROCKFORD, IL 43,25943.3k $1.3m $1.3m 0.00% Unchanged
10 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 42,82442.8k $1.3m $1.3m 0.00% Reduced -32.2k -32,218
11 Arax Advisory Partners 0.01% of their portfolio NEW YORK, NY 26,21426.2k $797.4k $797.4k 0.01% Added +10.8k +10,760
12 Cypress Wealth Services, LLC 0.10% of their portfolio PALM DESERT, CA 25,49425.5k $775.5k $775.5k 0.10% Unchanged
13 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 23,31623.3k $709.3k $709.3k 0.00% Reduced -418 -418
14 Regatta Research & Money Management 0.63% of their portfolio METAIRIE, LA 21,85621.9k $664.9k $664.9k 0.63% First filing
15 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 17,67917.7k $537.8k $537.8k 0.00% New
16 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 16,94016.9k $515.3k $515.3k 0.01% Added +2.5k +2,525
17 NBZ Investment Advisors LLC 0.17% of their portfolio KNOXVILLE, TN 13,92213.9k $423.5k $423.5k 0.17% Reduced -396 -396
18 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 13,52713.5k $411.5k $411.5k 0.00% New
19 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 13,48313.5k $410.2k $410.2k 0.00% Reduced -2.7k -2,700
20 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 12,67812.7k $385.7k $385.7k 0.00% Added +746 +746
21 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 11,80411.8k $359.1k $359.1k 0.00% Reduced -5.6k -5,565
22 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 10,63610.6k $323.5k $323.5k 0.00% Added +799 +799
23 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 8,7288.7k $265.5k $265.5k 0.00% New
24 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 8,4558.5k $257.0k $257.0k 0.00% New
25 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 8,1908.2k $249.1k $249.1k 0.00% Added +1.7k +1,689
26 Patriot Financial Group Insurance Agency, LLC 0.02% of their portfolio Westborough, MA 7,9237.9k $241.0k $241.0k 0.02% Reduced -7.9k -7,923
27 BCGM Wealth Management, LLC 0.05% of their portfolio LAFAYETTE, IN 7,9017.9k $240.3k $240.3k 0.05% Reduced -1.3k -1,339
28 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 6,2416.2k $190.0k $190.0k 0.01% Unchanged
29 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 5,2235.2k $158.9k $158.9k 0.00% Reduced -1.2k -1,166
30 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 3,6513.7k $110.2k $110.2k 0.00% Reduced -4.9k -4,904
31 DHJJ Financial Advisors, Ltd. 0.01% of their portfolio NAPERVILLE, IL 1,6951.7k $51.6k $51.6k 0.01% Unchanged
32 Elevated Capital Advisors, LLC 0.00% of their portfolio SANDY, UT 217217 $6.6k $6.6k 0.00% Reduced -84 -84
33 IFG Advisory, LLC 0.00% of their portfolio ATLANTA, GA 187187 $5.7k $5.7k 0.00% New
34 COUNTRY TRUST BANK 0.00% of their portfolio Bloomington, IL 134134 $4.1k $4.1k 0.00% New
35 UBS Group AG 0.00% of their portfolio ZURICH, V8 9090 $2.7k $2.7k 0.00% Reduced -249 -249
36 Lloyd Advisory Services, LLC. 0.00% of their portfolio SUWANEE, GA 66 $183 $183 0.00% Reduced -214 -214