Vault-13

AIM ETF PRODUCTS TRUST ARLU

ALLIANZIM US EQU · ETP · CUSIP 00888H612

25 institutional holders +2 vs Q1 2026
1,557,5581.6m shares reported held*
$49.7mreported value*
5 new 8 added 8 reduced 3 sold out net bought ≈ $346.0k (+10.8k 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 ≈ $31.93.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0102030Q2 24: 14Q3 24: 20Q4 24: 19Q1 25: 21Q2 25: 25Q3 25: 22Q4 25: 25Q1 26: 23Q2 26: 2525Q2 24Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q2 202414
Q3 202420
Q4 202419
Q1 202521
Q2 202525
Q3 202522
Q4 202525
Q1 202623
Q2 202625

Buyers vs sellers

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

Bought or addedCut or sold out
20020Q3 24: 12 bought or addedQ3 24: 4 cut or sold outQ4 24: 5 bought or addedQ4 24: 12 cut or sold outQ4 24Q1 25: 12 bought or addedQ1 25: 8 cut or sold outQ2 25: 16 bought or addedQ2 25: 6 cut or sold outQ2 25Q3 25: 6 bought or addedQ3 25: 14 cut or sold outQ4 25: 8 bought or addedQ4 25: 13 cut or sold outQ4 25Q1 26: 9 bought or addedQ1 26: 11 cut or sold outQ2 26: 13 bought or addedQ2 26: 11 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024124
Q4 2024512
Q1 2025128
Q2 2025166
Q3 2025614
Q4 2025813
Q1 2026911
Q2 20261311

Biggest buyers

MML INVESTORS SERVICES, LLC New +23,549+23.5k
Allianz SE Added +19,470+19.5k
ENVESTNET ASSET MANAGEMENT INC New +18,050+18.1k
RAYMOND JAMES FINANCIAL INC New +11,318+11.3k
RFG Advisory, LLC Added +7,686+7.7k
Foundations Investment Advisors, LLC Added +7,344+7.3k
STEPHENS INC /AR/ Added +6,054+6.1k
Arax Advisory Partners Added +4,150+4.2k
INDEPENDENT FINANCIAL GROUP, LLC Added +3,455+3.5k
Farther Finance Advisors, LLC New +519+519

Biggest sellers

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -28,331-28.3k
CITADEL ADVISORS LLC Sold out -16,915-16.9k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -15,477-15.5k
Savant Capital, LLC Sold out -11,950-11.9k
Patriot Financial Group Insurance Agency, LLC Reduced -9,566-9.6k
HARBOUR INVESTMENTS, INC. Reduced -4,001-4.0k
JPMORGAN CHASE & CO Reduced -3,074-3.1k
Kestra Advisory Services, LLC Reduced -902-902
CREATIVE FINANCIAL DESIGNS INC /ADV Reduced -400-400
ARS Wealth Advisors Group, LLC Reduced -374-374

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Allianz SE 0.15% of their portfolio Munich, 2M 450,474450.5k $14.4m $14.4m 0.15% Added +19.5k +19,470
2 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 289,739289.7k $9.3m $9.3m 0.01% Reduced -15.5k -15,477
3 RFG Advisory, LLC 0.10% of their portfolio BIRMINGHAM, AL 197,978198.0k $6.3m $6.3m 0.10% Added +7.7k +7,686
4 ARS Wealth Advisors Group, LLC 0.34% of their portfolio St. Petersburg, FL 134,753134.8k $4.3m $4.3m 0.34% Reduced -374 -374
5 STEPHENS INC /AR/ 0.04% of their portfolio LITTLE ROCK, AR 98,15698.2k $3.1m $3.1m 0.04% Added +6.1k +6,054
6 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 85,67285.7k $2.7m $2.7m 0.01% Reduced -902 -902
7 USA FINANCIAL FORMULAS 0.43% of their portfolio ADA, MI 73,82773.8k $2.4m $2.4m 0.43% First filing
8 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 33,52433.5k $1.1m $1.1m 0.00% Reduced -28.3k -28,331
9 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 23,54923.5k $751.9k $751.9k 0.00% New
10 Arax Advisory Partners 0.00% of their portfolio NEW YORK, NY 20,12820.1k $642.7k $642.7k 0.00% Added +4.2k +4,150
11 Foundations Investment Advisors, LLC 0.01% of their portfolio PHOENIX, AZ 19,33719.3k $617.4k $617.4k 0.01% Added +7.3k +7,344
12 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 18,05018.1k $576.3k $576.3k 0.00% New
13 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 17,08017.1k $545.3k $545.3k 0.01% Added +3.5k +3,455
14 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 15,01615.0k $479.4k $479.4k 0.00% Added +19 +19
15 First Heartland Consultants, Inc. 0.03% of their portfolio LAKE ST. LOUIS, MO 13,86713.9k $442.8k $442.8k 0.03% Unchanged
16 SILVER OAK SECURITIES, INCORPORATED 0.02% of their portfolio JACKSON, TN 12,39012.4k $395.6k $395.6k 0.02% Unchanged
17 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 11,31811.3k $361.4k $361.4k 0.00% New
18 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 9,6689.7k $306.3k $306.3k 0.00% Reduced -3.1k -3,074
19 Patriot Financial Group Insurance Agency, LLC 0.03% of their portfolio Westborough, MA 9,5669.6k $305.4k $305.4k 0.03% Reduced -9.6k -9,566
20 Walser Wealth Management Company, A Ltd Liability Co 0.11% of their portfolio TAMPA, FL 8,1408.1k $259.9k $259.9k 0.11% Unchanged
21 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 7,4827.5k $238.9k $238.9k 0.00% Reduced -4.0k -4,001
22 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 4,2504.2k $135.7k $135.7k 0.00% Added +140 +140
23 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 2,9503.0k $94.2k $94.2k 0.00% Reduced -400 -400
24 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 519519 $16.6k $16.6k 0.00% New
25 COUNTRY TRUST BANK 0.00% of their portfolio Bloomington, IL 125125 $4.0k $4.0k 0.00% New