Vault-13

AIM ETF PRODUCTS TRUST MAYW

ALLIA US MAY ETF · ETP · CUSIP 00888H752

74 institutional holders +36 vs Q1 2026
9,428,1349.4m shares reported held*
$327.7mreported value*
37 new 23 added 4 reduced 4 sold out net bought ≈ $277.3m (+8.0m 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 ($3.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $34.76.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0255075Q2 23: 26Q3 23: 27Q4 23: 27Q1 24: 24Q2 24: 29Q3 24: 29Q4 24: 33Q1 25: 31Q2 25: 36Q3 25: 35Q4 25: 36Q1 26: 38Q2 26: 7474Q2 23Q1 24Q4 24Q3 25Q2 26
Numbers
QuarterHolders
Q2 202326
Q3 202327
Q4 202327
Q1 202424
Q2 202429
Q3 202429
Q4 202433
Q1 202531
Q2 202536
Q3 202535
Q4 202536
Q1 202638
Q2 202674

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 5 bought or addedQ3 24: 13 cut or sold outQ4 24: 8 bought or addedQ4 24: 17 cut or sold outQ4 24Q1 25: 7 bought or addedQ1 25: 16 cut or sold outQ2 25: 24 bought or addedQ2 25: 7 cut or sold outQ2 25Q3 25: 8 bought or addedQ3 25: 14 cut or sold outQ4 25: 11 bought or addedQ4 25: 17 cut or sold outQ4 25Q1 26: 9 bought or addedQ1 26: 16 cut or sold outQ2 26: 60 bought or addedQ2 26: 8 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024513
Q4 2024817
Q1 2025716
Q2 2025247
Q3 2025814
Q4 20251117
Q1 2026916
Q2 2026608

Biggest buyers

AE Wealth Management LLC Added +3,711,200+3.7m
Lloyd Advisory Services, LLC. New +719,712+719.7k
POM Investment Strategies, LLC Added +354,484+354.5k
Wellment Financial New +263,404+263.4k
Mid-American Wealth Advisory Group, Inc. New +215,020+215.0k
B.O.S.S. Retirement Advisors, LLC New +198,617+198.6k
HOWARD BAILEY SECURITIES, LLC New +192,678+192.7k
Outlook Wealth Advisors, LLC New +190,171+190.2k
Integrated Wealth Management New +181,878+181.9k
OSAIC HOLDINGS, INC. Added +174,553+174.6k

Biggest sellers

OLD MISSION CAPITAL LLC Sold out -44,150-44.1k
CENTAURUS FINANCIAL, INC. Sold out -8,000-8.0k
Kestra Advisory Services, LLC Reduced -6,567-6.6k
World Investment Advisors Reduced -4,628-4.6k
AMERICAN ASSET MANAGEMENT INC. Reduced -1,576-1.6k
UBS Group AG Sold out -441-441
NWF Advisory Services Inc. Reduced -350-350
BARCLAYS PLC Sold out -27-27

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 AE Wealth Management LLC 0.60% of their portfolio TOPEKA, KS 3,711,2213.7m $129.0m $129.0m 0.60% Added +3.7m +3,711,200
2 Lloyd Advisory Services, LLC. 9.70% of their portfolio SUWANEE, GA 719,712719.7k $25.0m $25.0m 9.70% New
3 POM Investment Strategies, LLC 14.08% of their portfolio RALEIGH, NC 357,484357.5k $12.4m $12.4m 14.08% Added +354.5k +354,484
4 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 282,595282.6k $9.8m $9.8m 0.01% Added +50.9k +50,881
5 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 282,561282.6k $9.8m $9.8m 0.01% Added +174.6k +174,553
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 281,451281.5k $9.8m $9.8m 0.00% Added +150.2k +150,181
7 Wellment Financial 10.44% of their portfolio ELMHURST, IL 263,404263.4k $9.2m $9.2m 10.44% New
8 Mid-American Wealth Advisory Group, Inc. 2.70% of their portfolio KANSAS CITY, MO 215,020215.0k $7.5m $7.5m 2.70% New
9 B.O.S.S. Retirement Advisors, LLC 1.86% of their portfolio Lehi, UT 198,617198.6k $6.9m $6.9m 1.86% New
10 Allianz SE 0.07% of their portfolio Munich, 2M 193,052193.1k $6.7m $6.7m 0.07% Added +35.8k +35,811
11 HOWARD BAILEY SECURITIES, LLC 2.51% of their portfolio FORT WAYNE, IN 192,678192.7k $6.7m $6.7m 2.51% New
12 Outlook Wealth Advisors, LLC 1.43% of their portfolio SHENANDOAH, TX 190,171190.2k $6.6m $6.6m 1.43% New
13 Integrated Wealth Management 6.68% of their portfolio UNIONTOWN, OH 181,878181.9k $6.3m $6.3m 6.68% New
14 AMERICAN ASSET MANAGEMENT INC. 4.15% of their portfolio Boca Raton, FL 146,366146.4k $5.1m $5.1m 4.15% Reduced -1.6k -1,576
15 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 121,384121.4k $4.2m $4.2m 0.00% Added +94.1k +94,060
16 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 115,531115.5k $4.0m $4.0m 0.01% Reduced -6.6k -6,567
17 Aegis Wealth Management, Inc. 2.57% of their portfolio Guthrie Center, IA 114,627114.6k $4.0m $4.0m 2.57% New
18 Networth Advisors, LLC 2.31% of their portfolio CANONSBURG, PA 114,369114.4k $4.0m $4.0m 2.31% New
19 Great Lakes Retirement, Inc. 0.35% of their portfolio SANDUSKY, OH 112,552112.6k $3.9m $3.9m 0.35% New
20 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 107,088107.1k $3.7m $3.7m 0.00% Added +92.0k +91,954
21 TOUNJIAN ADVISORY PARTNERS, LLC 1.58% of their portfolio FORT MYERS, FL 105,999106.0k $3.7m $3.7m 1.58% New
22 Modern Wealth Management, LLC 0.04% of their portfolio KANSAS CITY, MO 104,160104.2k $3.6m $3.6m 0.04% New
23 Elevated Capital Advisors, LLC 0.99% of their portfolio SANDY, UT 103,773103.8k $3.6m $3.6m 0.99% New
24 FSA Advisors, Inc. 1.29% of their portfolio TROY, MI 81,19581.2k $2.8m $2.8m 1.29% New
25 OPPENHEIMER & CO INC 0.03% of their portfolio NEW YORK, NY 80,31980.3k $2.8m $2.8m 0.03% New
26 Centennial Advisors, LLC 3.16% of their portfolio AUSTIN, TX 76,09176.1k $2.6m $2.6m 3.16% New
27 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 72,51872.5k $2.5m $2.5m 0.00% Added +36.0k +35,977
28 LifeWealth Investments, LLC 0.64% of their portfolio WINTER GARDEN, FL 68,76668.8k $2.4m $2.4m 0.64% New
29 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 59,93759.9k $2.1m $2.1m 0.00% Added +14.3k +14,265
30 Spire Wealth Management 0.06% of their portfolio MCLEAN, VA 56,96057.0k $2.0m $2.0m 0.06% Added +35.0k +34,983
31 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 53,92353.9k $1.9m $1.9m 0.00% Added +13.8k +13,811
32 SMART Wealth LLC 0.40% of their portfolio Omaha, NE 53,41953.4k $1.9m $1.9m 0.40% New
33 GTS FINANCIAL, LLC 1.23% of their portfolio BLOOMINGTON, MN 52,34152.3k $1.7m $1.7m 1.23% Added +4.5k +4,512
34 World Investment Advisors 0.03% of their portfolio LINCROFT, NJ 49,82349.8k $1.7m $1.7m 0.03% Reduced -4.6k -4,628
35 Kingdom Financial Group LLC. 0.34% of their portfolio PEORIA, AZ 38,78438.8k $1.3m $1.3m 0.34% New
36 BCGM Wealth Management, LLC 0.28% of their portfolio LAFAYETTE, IN 38,01838.0k $1.3m $1.3m 0.28% Unchanged
37 Blackston Financial Advisory Group, LLC 0.72% of their portfolio THE VILLAGES, FL 36,72536.7k $1.3m $1.3m 0.72% New
38 Csenge Advisory Group 0.05% of their portfolio CLEARWATER, FL 33,62933.6k $1.2m $1.2m 0.05% New
39 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 25,67725.7k $892.8k $892.8k 0.01% Added +18.2k +18,212
40 Castle Rock Wealth Management, LLC 0.16% of their portfolio WALNUT CREEK, CA 24,16624.2k $840.0k $840.0k 0.16% Added +9.2k +9,239
41 JIM SAULNIER & ASSOCIATES, LLC 0.33% of their portfolio FORT COLLINS, CO 23,82023.8k $828.2k $828.2k 0.33% Added +7.9k +7,931
42 Montgomery Financial Services LLC 0.71% of their portfolio OCEAN CITY, MD 23,36823.4k $812.5k $812.5k 0.71% First filing
43 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 23,12023.1k $803.9k $803.9k 0.00% Added +9.5k +9,500
44 Mosley Wealth Management 0.23% of their portfolio ANAHEIM, CA 20,41520.4k $709.8k $709.8k 0.23% New
45 Cypress Wealth Services, LLC 0.08% of their portfolio PALM DESERT, CA 18,31418.3k $636.8k $636.8k 0.08% Unchanged
46 PFG Advisors 0.02% of their portfolio Phoenix, AZ 12,81112.8k $445.4k $445.4k 0.02% Added +5.9k +5,904
47 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 12,26212.3k $426.4k $426.4k 0.00% Added +2.1k +2,138
48 McAdam, LLC 0.02% of their portfolio Philadelphia, PA 12,07712.1k $419.9k $419.9k 0.02% New
49 Quest 10 Wealth Builders, Inc. 0.31% of their portfolio Fuquay-Varina, VA 11,65411.7k $405.2k $405.2k 0.31% New
50 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 11,45811.5k $398.4k $398.4k 0.01% Added +2.9k +2,912
51 IFG Advisory, LLC 0.01% of their portfolio ATLANTA, GA 10,96811.0k $381.4k $381.4k 0.01% New
52 Moors & Cabot, Inc. 0.01% of their portfolio BOSTON, MA 10,75010.8k $373.8k $373.8k 0.01% Added +400 +400
53 NWF Advisory Services Inc. 0.04% of their portfolio Los Angeles, CA 10,75010.8k $373.8k $373.8k 0.04% Reduced -350 -350
54 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 10,42610.4k $362.0k $362.0k 0.00% New
55 Joseph P. Lucia & Associates, LLC 0.10% of their portfolio Yorktown Heights, NY 9,7299.7k $338.3k $338.3k 0.10% Added +3.8k +3,775
56 FWG Investments, LLC. 0.18% of their portfolio LEXINGTON, KY 9,6139.6k $334.2k $334.2k 0.18% New
57 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 8,0108.0k $278.0k $278.0k 0.00% New
58 Carmel Capital Partners, LLC 0.09% of their portfolio SAN DIEGO, CA 8,0008.0k $278.2k $278.2k 0.09% New
59 Westshore Wealth, LLC 0.08% of their portfolio NEWPORT BEACH, CA 7,6367.6k $265.5k $265.5k 0.08% New
60 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 7,1287.1k $247.8k $247.8k 0.00% Unchanged
61 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 7,0447.0k $244.9k $244.9k 0.00% First filing
62 Foundations Investment Advisors, LLC 0.00% of their portfolio PHOENIX, AZ 6,9216.9k $240.6k $240.6k 0.00% New
63 Patriot Financial Group Insurance Agency, LLC 0.02% of their portfolio Westborough, MA 6,6786.7k $232.2k $232.2k 0.02% New
64 Aspire Capital Advisors LLC 0.04% of their portfolio SEATTLE, WA 6,0666.1k $210.9k $210.9k 0.04% New
65 BridgePort Financial Solutions, LLC 0.05% of their portfolio FAIRFIELD, IA 5,9936.0k $208.4k $208.4k 0.05% Unchanged
66 Decker Retirement Planning Inc. 0.04% of their portfolio LEVI, UT 3,5333.5k $122.8k $122.8k 0.04% New
67 Key Capital Management, INC 0.05% of their portfolio HENDERSONVILLE, TN 37075, TN 2,7482.7k $95.5k $95.5k 0.05% New
68 Financial Network Wealth Advisors LLC 0.10% of their portfolio MURRAY, UT 2,7202.7k $94.6k $94.6k 0.10% Unchanged
69 Innovative Asset Advisors Group, LLC 0.03% of their portfolio SHELTON, CT 1,9952.0k $69.4k $69.4k 0.03% New
70 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 1,3821.4k $48.1k $48.1k 0.00% Added +939 +939
71 ST GERMAIN D J CO INC 0.00% of their portfolio SPRINGFIELD, MA 1,0181.0k $35.4k $35.4k 0.00% Unchanged
72 EVOLUTION WEALTH MANAGEMENT INC. 0.02% of their portfolio FORT MYERS, FL 924924 $32.1k $32.1k 0.02% New
73 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.00% of their portfolio BLUE BELL, PA 858858 $29.8k $29.8k 0.00% Unchanged
74 COMPASS FINANCIAL MANAGEMENT LLC 0.00% of their portfolio TAMPA, FL 6565 $2.3k $2.3k 0.00% First filing