Vault-13

AIM ETF PRODUCTS TRUST FEBW

US LRGCP B20 FEB · ETP · CUSIP 00888H786

66 institutional holders +16 vs Q1 2026
3,964,9424.0m shares reported held*
$140.9mreported value*
20 new 11 added 23 reduced 5 sold out net bought ≈ $52.4m (+1.5m 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 ($2.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $35.54.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0255075Q1 23: 21Q2 23: 26Q3 23: 27Q4 23: 31Q1 24: 48Q2 24: 45Q3 24: 40Q4 24: 38Q1 25: 46Q2 25: 47Q3 25: 44Q4 25: 47Q1 26: 50Q2 26: 6666Q1 23Q4 23Q3 24Q2 25Q2 26
Numbers
QuarterHolders
Q1 202321
Q2 202326
Q3 202327
Q4 202331
Q1 202448
Q2 202445
Q3 202440
Q4 202438
Q1 202546
Q2 202547
Q3 202544
Q4 202547
Q1 202650
Q2 202666

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 24: 7 bought or addedQ3 24: 27 cut or sold outQ4 24: 12 bought or addedQ4 24: 26 cut or sold outQ4 24Q1 25: 31 bought or addedQ1 25: 10 cut or sold outQ2 25: 19 bought or addedQ2 25: 22 cut or sold outQ2 25Q3 25: 11 bought or addedQ3 25: 19 cut or sold outQ4 25: 11 bought or addedQ4 25: 22 cut or sold outQ4 25Q1 26: 30 bought or addedQ1 26: 12 cut or sold outQ2 26: 31 bought or addedQ2 26: 28 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024727
Q4 20241226
Q1 20253110
Q2 20251922
Q3 20251119
Q4 20251122
Q1 20263012
Q2 20263128

Biggest buyers

AE Wealth Management LLC Added +931,104+931.1k
POM Investment Strategies, LLC New +203,177+203.2k
Wellment Financial New +142,672+142.7k
Outlook Wealth Advisors, LLC New +108,127+108.1k
Networth Advisors, LLC New +60,456+60.5k
Integrated Wealth Management New +54,581+54.6k
FSA Advisors, Inc. New +40,315+40.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +39,228+39.2k
Allianz SE Added +35,385+35.4k
Cambridge Investment Research Advisors, Inc. Added +27,638+27.6k

Biggest sellers

OSAIC HOLDINGS, INC. Reduced -95,949-95.9k
Modern Wealth Management, LLC Reduced -66,211-66.2k
Kestra Advisory Services, LLC Reduced -28,377-28.4k
Clear Point Advisors Inc. Sold out -22,009-22.0k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -15,418-15.4k
ACCESS FINANCIAL SERVICES, INC. Reduced -13,790-13.8k
AMERICAN ASSET MANAGEMENT INC. Reduced -11,449-11.4k
ENVESTNET ASSET MANAGEMENT INC Reduced -8,967-9.0k
OLD MISSION CAPITAL LLC Reduced -8,536-8.5k
Sanctuary Advisors, LLC Sold out -8,128-8.1k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 AE Wealth Management LLC 0.16% of their portfolio TOPEKA, KS 938,280938.3k $33.3m $33.3m 0.16% Added +931.1k +931,104
2 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 293,322293.3k $10.4m $10.4m 0.00% Added +1.9k +1,855
3 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 271,861271.9k $9.7m $9.7m 0.03% Reduced -28.4k -28,377
4 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 254,242254.2k $9.0m $9.0m 0.01% Reduced -95.9k -95,949
5 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 242,499242.5k $8.6m $8.6m 0.01% Reduced -15.4k -15,418
6 POM Investment Strategies, LLC 8.18% of their portfolio RALEIGH, NC 203,177203.2k $7.2m $7.2m 8.18% New
7 Allianz SE 0.07% of their portfolio Munich, 2M 191,866191.9k $6.8m $6.8m 0.07% Added +35.4k +35,385
8 Wellment Financial 5.78% of their portfolio ELMHURST, IL 142,672142.7k $5.1m $5.1m 5.78% New
9 AMERICAN ASSET MANAGEMENT INC. 4.08% of their portfolio Boca Raton, FL 140,875140.9k $5.0m $5.0m 4.08% Reduced -11.4k -11,449
10 Outlook Wealth Advisors, LLC 0.83% of their portfolio SHENANDOAH, TX 108,127108.1k $3.8m $3.8m 0.83% New
11 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 107,751107.8k $3.8m $3.8m 0.00% Reduced -1.3k -1,273
12 Spire Wealth Management 0.09% of their portfolio MCLEAN, VA 85,01885.0k $3.0m $3.0m 0.09% Reduced -228 -228
13 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 73,58373.6k $2.6m $2.6m 0.00% Added +4.7k +4,690
14 Networth Advisors, LLC 1.25% of their portfolio CANONSBURG, PA 60,45660.5k $2.1m $2.1m 1.25% New
15 World Investment Advisors 0.03% of their portfolio LINCROFT, NJ 56,84156.8k $2.0m $2.0m 0.03% Reduced -3.4k -3,369
16 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 56,49156.5k $2.0m $2.0m 0.03% Reduced -5.5k -5,504
17 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 55,27655.3k $2.0m $2.0m 0.00% Added +27.6k +27,638
18 Integrated Wealth Management 2.05% of their portfolio UNIONTOWN, OH 54,58154.6k $1.9m $1.9m 2.05% New
19 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 48,18848.2k $1.7m $1.7m 0.00% Added +39.2k +39,228
20 FSA Advisors, Inc. 0.66% of their portfolio TROY, MI 40,31540.3k $1.4m $1.4m 0.66% New
21 Focus Financial Network, Inc. 0.04% of their portfolio MINNEAPOLIS, MN 36,45636.5k $1.3m $1.3m 0.04% Reduced -119 -119
22 JIM SAULNIER & ASSOCIATES, LLC 0.50% of their portfolio FORT COLLINS, CO 34,98135.0k $1.2m $1.2m 0.50% Reduced -2 -2
23 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 28,85628.9k $1.0m $1.0m 0.00% Reduced -9.0k -8,967
24 Forty-three Eighteen Advisors, LLC 0.63% of their portfolio BENTONVILLE, AR 26,41726.4k $938.9k $938.9k 0.63% Unchanged
25 Lloyd Advisory Services, LLC. 0.34% of their portfolio SUWANEE, GA 24,85724.9k $883.4k $883.4k 0.34% Added +24.2k +24,224
26 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 23,99324.0k $852.7k $852.7k 0.01% Reduced -573 -573
27 TOUNJIAN ADVISORY PARTNERS, LLC 0.36% of their portfolio FORT MYERS, FL 23,45323.5k $833.5k $833.5k 0.36% New
28 Joseph P. Lucia & Associates, LLC 0.25% of their portfolio Yorktown Heights, NY 23,38023.4k $830.9k $830.9k 0.25% Reduced -1.3k -1,290
29 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 22,57922.6k $802.5k $802.5k 0.02% Reduced -8.5k -8,536
30 First Heartland Consultants, Inc. 0.05% of their portfolio LAKE ST. LOUIS, MO 21,59721.6k $767.6k $767.6k 0.05% Unchanged
31 Blackston Financial Advisory Group, LLC 0.42% of their portfolio THE VILLAGES, FL 20,86720.9k $741.6k $741.6k 0.42% New
32 Fortis Capital Management LLC 0.08% of their portfolio BELLEVUE, WA 19,18219.2k $681.7k $681.7k 0.08% Unchanged
33 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 18,47918.5k $656.7k $656.7k 0.01% Unchanged
34 SMART Wealth LLC 0.13% of their portfolio Omaha, NE 16,81216.8k $597.5k $597.5k 0.13% New
35 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 14,76514.8k $524.8k $524.8k 0.00% Added +2.2k +2,165
36 SRH ADVISORS, LLC 0.13% of their portfolio SALINA, KS 14,50014.5k $515.3k $515.3k 0.13% Unchanged
37 Tyche Wealth Partners LLC 0.07% of their portfolio PLANO, TX 13,77513.8k $489.6k $489.6k 0.07% Unchanged
38 Csenge Advisory Group 0.02% of their portfolio CLEARWATER, FL 13,66013.7k $485.5k $485.5k 0.02% New
39 Stonebridge Financial Group, LLC / MO 0.32% of their portfolio ST. LOUIS, MO 13,57113.6k $482.3k $482.3k 0.32% Unchanged
40 Westshore Wealth, LLC 0.12% of their portfolio NEWPORT BEACH, CA 11,14111.1k $396.0k $396.0k 0.12% Reduced -4.4k -4,406
41 Mosley Wealth Management 0.12% of their portfolio ANAHEIM, CA 10,37710.4k $368.8k $368.8k 0.12% New
42 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 8,8748.9k $315.4k $315.4k 0.00% Reduced -323 -323
43 Castle Rock Wealth Management, LLC 0.06% of their portfolio WALNUT CREEK, CA 8,5368.5k $303.7k $303.7k 0.06% Added +775 +775
44 Foundations Investment Advisors, LLC 0.00% of their portfolio PHOENIX, AZ 8,2308.2k $292.5k $292.5k 0.00% Reduced -806 -806
45 Secure Asset Management, LLC 0.04% of their portfolio Troy, MI 8,0018.0k $284.4k $284.4k 0.04% Unchanged
46 Moors & Cabot, Inc. 0.01% of their portfolio BOSTON, MA 7,6507.7k $271.9k $271.9k 0.01% Reduced -500 -500
47 ACCESS FINANCIAL SERVICES, INC. 0.08% of their portfolio MINNEAPOLIS, MN 7,1907.2k $255.5k $255.5k 0.08% Reduced -13.8k -13,790
48 Modern Wealth Management, LLC 0.00% of their portfolio KANSAS CITY, MO 6,8336.8k $242.9k $242.9k 0.00% Reduced -66.2k -66,211
49 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 6,4636.5k $229.7k $229.7k 0.00% First filing
50 Avidian Wealth Enterprises, LLC 0.01% of their portfolio Houston, TX 5,7075.7k $202.8k $202.8k 0.01% New
51 Gallagher Fiduciary Advisors, LLC 0.01% of their portfolio ROLLING MEADOWS, IL 5,6355.6k $200.3k $200.3k 0.01% Reduced -1.4k -1,440
52 KINTRA WEALTH, LLC 0.01% of their portfolio WILLIAMSPORT, PA 5,6125.6k $203.0k $203.0k 0.01% New
53 Quest 10 Wealth Builders, Inc. 0.14% of their portfolio Fuquay-Varina, VA 5,0745.1k $180.3k $180.3k 0.14% New
54 Luminist Capital LLC 0.20% of their portfolio GRAND RAPIDS, MI 4,9044.9k $174.3k $174.3k 0.20% Unchanged
55 LANARK FINANCIAL, INC. 0.01% of their portfolio BIRMINGHAM, AL 4,6734.7k $166.1k $166.1k 0.01% Reduced -796 -796
56 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.01% of their portfolio BLUE BELL, PA 3,3123.3k $117.7k $117.7k 0.01% Reduced -105 -105
57 Innovative Asset Advisors Group, LLC 0.04% of their portfolio SHELTON, CT 2,6332.6k $93.6k $93.6k 0.04% New
58 Key Capital Management, INC 0.03% of their portfolio HENDERSONVILLE, TN 37075, TN 1,5551.6k $55.3k $55.3k 0.03% New
59 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1,1001.1k $39.1k $39.1k 0.00% Added +10 +10
60 Kingdom Financial Group LLC. 0.01% of their portfolio PEORIA, AZ 830830 $29.5k $29.5k 0.01% Added +197 +197
61 UBS Group AG 0.00% of their portfolio ZURICH, V8 724724 $25.7k $25.7k 0.00% New
62 Decker Retirement Planning Inc. 0.01% of their portfolio LEVI, UT 625625 $22.2k $22.2k 0.01% New
63 PFS Partners, LLC 0.01% of their portfolio MINE HILL, NJ 600600 $21.3k $21.3k 0.01% Unchanged
64 EVOLUTION WEALTH MANAGEMENT INC. 0.01% of their portfolio FORT MYERS, FL 526526 $18.7k $18.7k 0.01% New
65 Financial Network Wealth Advisors LLC 0.01% of their portfolio MURRAY, UT 345345 $12.3k $12.3k 0.01% Unchanged
66 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 250250 $8.9k $8.9k 0.00% New