Vault-13

AIM ETF PRODUCTS TRUST JANW

US LRGCP B20 JAN · ETP · CUSIP 00888H802

88 institutional holders +17 vs Q4 2025
6,974,2617.0m shares reported held*
$254.4mreported value*
20 new 34 added 23 reduced 2 sold out net bought ≈ $35.9m (+984.9k 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 ($5.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $36.47.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 25Q4 22: 25Q1 23: 34Q2 23: 34Q3 23: 39Q4 23: 52Q1 24: 55Q2 24: 62Q3 24: 59Q4 24: 76Q1 25: 79Q2 25: 82Q3 25: 67Q4 25: 71Q1 26: 8888Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202225
Q4 202225
Q1 202334
Q2 202334
Q3 202339
Q4 202352
Q1 202455
Q2 202462
Q3 202459
Q4 202476
Q1 202579
Q2 202582
Q3 202567
Q4 202571
Q1 202688

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 24: 22 bought or addedQ2 24: 34 cut or sold outQ3 24: 14 bought or addedQ3 24: 40 cut or sold outQ3 24Q4 24: 27 bought or addedQ4 24: 33 cut or sold outQ1 25: 42 bought or addedQ1 25: 30 cut or sold outQ1 25Q2 25: 29 bought or addedQ2 25: 44 cut or sold outQ3 25: 13 bought or addedQ3 25: 59 cut or sold outQ3 25Q4 25: 25 bought or addedQ4 25: 37 cut or sold outQ1 26: 54 bought or addedQ1 26: 25 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20242234
Q3 20241440
Q4 20242733
Q1 20254230
Q2 20252944
Q3 20251359
Q4 20252537
Q1 20265425

Biggest buyers

POM Investment Strategies, LLC New +208,819+208.8k
Allianz SE Added +138,996+139.0k
World Investment Advisors New +80,982+81.0k
Advyzon Investment Management, LLC Added +70,229+70.2k
Farther Finance Advisors, LLC Added +60,339+60.3k
Ausdal Financial Partners, Inc. New +46,987+47.0k
Guardian Capital, LLC Added +46,897+46.9k
Kestra Advisory Services, LLC Added +45,218+45.2k
LeClair Wealth Partners LLC New +44,490+44.5k
OLD MISSION CAPITAL LLC New +44,302+44.3k

Biggest sellers

Outlook Wealth Advisors, LLC Reduced -119,014-119.0k
PFG Advisors Reduced -41,967-42.0k
Elevated Capital Advisors, LLC Sold out -29,095-29.1k
AMERICAN ASSET MANAGEMENT INC. Reduced -23,724-23.7k
Lloyd Advisory Services, LLC. Reduced -22,570-22.6k
Midwest Financial Network, LLC Reduced -6,549-6.5k
Signal Advisors Wealth, LLC Reduced -4,851-4.9k
Grantvest Financial Group LLC Reduced -2,730-2.7k
Long Island Wealth Management, Inc. Reduced -2,200-2.2k
AE Wealth Management LLC Reduced -1,455-1.5k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 AMERICAN ASSET MANAGEMENT INC. 34.78% of their portfolio Boca Raton, FL 1,098,5791.1m $40.1m $40.1m 34.78% Reduced -23.7k -23,724
2 AE Wealth Management LLC 0.20% of their portfolio TOPEKA, KS 1,013,2921.0m $37.0m $37.0m 0.20% Reduced -1.5k -1,455
3 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 588,062588.1k $21.5m $21.5m 0.03% Added +22.2k +22,155
4 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 422,134422.1k $15.4m $15.4m 0.00% Added +32.6k +32,625
5 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 294,761294.8k $10.8m $10.8m 0.02% Added +16.1k +16,143
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 277,114277.1k $10.1m $10.1m 0.00% Added +25.8k +25,808
7 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 259,194259.2k $9.5m $9.5m 0.01% Added +27.8k +27,819
8 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 231,431231.4k $8.4m $8.4m 0.03% Added +45.2k +45,218
9 POM Investment Strategies, LLC 9.46% of their portfolio RALEIGH, NC 208,819208.8k $7.6m $7.6m 9.46% New
10 Wellment Financial 6.74% of their portfolio ELMHURST, IL 149,405149.4k $5.5m $5.5m 6.74% Reduced -528 -528
11 Allianz SE 0.06% of their portfolio Munich, 2M 141,496141.5k $5.2m $5.2m 0.06% Added +139.0k +138,996
12 Advyzon Investment Management, LLC 0.45% of their portfolio LISLE, IL 137,265137.3k $5.0m $5.0m 0.45% Added +70.2k +70,229
13 BCGM Wealth Management, LLC 1.14% of their portfolio LAFAYETTE, IN 124,426124.4k $4.5m $4.5m 1.14% Unchanged
14 Outlook Wealth Advisors, LLC 1.04% of their portfolio SHENANDOAH, TX 117,551117.6k $4.3m $4.3m 1.04% Reduced -119.0k -119,014
15 Compass Advisory Group LLC 1.13% of their portfolio MELVILLE, NY 115,608115.6k $4.2m $4.2m 1.13% Reduced -396 -396
16 Guardian Capital, LLC 3.63% of their portfolio WEXFORD, PA 103,904103.9k $3.8m $3.8m 3.63% Added +46.9k +46,897
17 Long Island Wealth Management, Inc. 1.61% of their portfolio MELVILLE, NY 94,92394.9k $3.5m $3.5m 1.61% Reduced -2.2k -2,200
18 Aegis Wealth Management, Inc. 2.52% of their portfolio Guthrie Center, IA 87,98288.0k $3.2m $3.2m 2.52% Added +2.6k +2,626
19 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 87,52187.5k $3.2m $3.2m 0.00% Added +28.2k +28,160
20 World Investment Advisors 0.05% of their portfolio LINCROFT, NJ 80,98281.0k $3.0m $3.0m 0.05% New
21 CENTAURUS FINANCIAL, INC. 0.14% of their portfolio ANAHEIM, CA 80,30180.3k $2.9m $2.9m 0.14% Added +23.2k +23,175
22 Spire Wealth Management 0.09% of their portfolio MCLEAN, VA 70,24470.2k $2.6m $2.6m 0.09% Added +35.4k +35,411
23 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 63,13663.1k $2.3m $2.3m 0.02% Added +60.3k +60,339
24 Networth Advisors, LLC 1.60% of their portfolio CANONSBURG, PA 62,03062.0k $2.3m $2.3m 1.60% Reduced -766 -766
25 IFP Advisors, Inc 0.05% of their portfolio TAMPA, FL 60,11260.1k $2.2m $2.2m 0.05% Added +984 +984
26 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 54,11754.1k $2.0m $2.0m 0.03% Added +18.8k +18,796
27 Integrated Wealth Management 2.21% of their portfolio UNIONTOWN, OH 52,85452.9k $1.9m $1.9m 2.21% Added +8.0k +8,005
28 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 48,34448.3k $1.8m $1.8m 0.00% Added +10.1k +10,112
29 Ausdal Financial Partners, Inc. 0.08% of their portfolio Davenport, IA 46,98747.0k $1.7m $1.7m 0.08% New
30 Joseph P. Lucia & Associates, LLC 0.58% of their portfolio Yorktown Heights, NY 44,75544.8k $1.6m $1.6m 0.58% Added +2.9k +2,900
31 Blue Water Asset Management 0.56% of their portfolio GRAND RAPIDS, MI 44,49044.5k $1.6m $1.6m 0.56% Added +885 +885
32 LeClair Wealth Partners LLC 0.56% of their portfolio DUBLIN, OH 44,49044.5k $1.6m $1.6m 0.56% New
33 OLD MISSION CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 44,30244.3k $1.6m $1.6m 0.04% New
34 FSA Advisors, Inc. 1.00% of their portfolio TROY, MI 41,51041.5k $1.5m $1.5m 1.00% Added +5.3k +5,266
35 Perennial Investment Advisors, LLC 0.12% of their portfolio Los Angeles, CA 40,77940.8k $1.5m $1.5m 0.12% New
36 Grantvest Financial Group LLC 0.90% of their portfolio MATAWAN, NJ 38,32038.3k $1.4m $1.4m 0.90% Reduced -2.7k -2,730
37 Clear Point Advisors Inc. 0.96% of their portfolio MELVILLE, NY 33,78233.8k $1.2m $1.2m 0.96% Added +820 +820
38 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 33,73833.7k $1.2m $1.2m 0.00% New
39 Castle Rock Wealth Management, LLC 0.26% of their portfolio WALNUT CREEK, CA 32,51432.5k $1.2m $1.2m 0.26% Reduced -294 -294
40 Sigma Planning Corp 0.03% of their portfolio ANN ARBOR, MI 31,93731.9k $1.2m $1.2m 0.03% Reduced -920 -920
41 PFG Advisors 0.05% of their portfolio Phoenix, AZ 30,90230.9k $1.1m $1.1m 0.05% Reduced -42.0k -41,967
42 Midwest Financial Network, LLC 0.85% of their portfolio TINLEY PARK, IL 29,17929.2k $1.1m $1.1m 0.85% Reduced -6.5k -6,549
43 Westshore Wealth, LLC 0.33% of their portfolio NEWPORT BEACH, CA 25,68025.7k $936.8k $936.8k 0.33% New
44 SMART Wealth LLC 0.26% of their portfolio Omaha, NE 24,02724.0k $876.5k $876.5k 0.26% Added +6.2k +6,218
45 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.04% of their portfolio CEDAR RAPIDS, IA 23,80923.8k $868.6k $868.6k 0.04% Reduced -519 -519
46 Blackston Financial Advisory Group, LLC 0.54% of their portfolio THE VILLAGES, FL 23,49223.5k $857.0k $857.0k 0.54% Added +524 +524
47 GTS FINANCIAL, LLC 0.60% of their portfolio BLOOMINGTON, MN 22,83622.8k $758.4k $758.4k 0.60% First filing
48 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 20,23120.2k $738.0k $738.0k 0.01% Reduced -315 -315
49 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.10% of their portfolio BLUE BELL, PA 19,73919.7k $720.1k $720.1k 0.10% Added +1.3k +1,297
50 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 17,62217.6k $642.9k $642.9k 0.01% Unchanged
51 Csenge Advisory Group 0.03% of their portfolio CLEARWATER, FL 15,85015.8k $578.2k $578.2k 0.03% Added +4.6k +4,637
52 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 15,30415.3k $558.0k $558.0k 0.00% Added +3.4k +3,410
53 Advus Financial Partners, LLC 0.14% of their portfolio WINTER PARK, FL 15,25615.3k $556.5k $556.5k 0.14% Added +864 +864
54 BIP Wealth, LLC 0.02% of their portfolio ATLANTA, GA 13,89413.9k $506.9k $506.9k 0.02% Reduced -334 -334
55 Focus Financial Network, Inc. 0.02% of their portfolio MINNEAPOLIS, MN 13,31513.3k $485.7k $485.7k 0.02% Reduced -1.1k -1,060
56 Signal Advisors Wealth, LLC 0.03% of their portfolio DETROIT, MI 12,70512.7k $463.5k $463.5k 0.03% Reduced -4.9k -4,851
57 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 11,32411.3k $413.1k $413.1k 0.00% New
58 Triad Wealth Partners, LLC 0.03% of their portfolio LAWRENCE, KS 11,23811.2k $410.0k $410.0k 0.03% New
59 Stirlingshire Investments, Inc. 0.36% of their portfolio NEW YORK, NY 11,20011.2k $408.6k $408.6k 0.36% Added +744 +744
60 Koshinski Asset Management, Inc. 0.02% of their portfolio DECATUR, IL 10,76510.8k $392.7k $392.7k 0.02% Added +285 +285
61 Modern Wealth Management, LLC 0.01% of their portfolio KANSAS CITY, MO 10,75010.8k $393.8k $393.8k 0.01% Unchanged
62 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 10,06010.1k $367.0k $367.0k 0.00% New
63 Moors & Cabot, Inc. 0.01% of their portfolio BOSTON, MA 9,1509.2k $333.8k $333.8k 0.01% Added +1.2k +1,250
64 FOUNDERS FINANCIAL SECURITIES LLC 0.02% of their portfolio TOWSON, MD 8,6058.6k $320.5k $320.5k 0.02% New
65 LifeWealth Investments, LLC 0.09% of their portfolio WINTER GARDEN, FL 8,5638.6k $312.4k $312.4k 0.09% Reduced -16 -16
66 Rothschild Wealth LLC 0.03% of their portfolio OAK BROOK, IL 8,3868.4k $305.9k $305.9k 0.03% Unchanged
67 ST GERMAIN D J CO INC 0.01% of their portfolio SPRINGFIELD, MA 8,1248.1k $296.4k $296.4k 0.01% New
68 PANORAMIC INVESTMENT ADVISORS, LLC 0.16% of their portfolio DENVER, CO 7,9708.0k $290.7k $290.7k 0.16% New
69 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 7,8647.9k $286.9k $286.9k 0.00% New
70 Wealthquest Corp 0.01% of their portfolio CINCINNATI, OH 7,5407.5k $279.1k $279.1k 0.01% Unchanged
71 INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio SAN DIEGO, CA 6,7076.7k $244.7k $244.7k 0.01% New
72 LANARK FINANCIAL, INC. 0.02% of their portfolio BIRMINGHAM, AL 6,2606.3k $228.4k $228.4k 0.02% Added +537 +537
73 CreativeOne Wealth, LLC 0.00% of their portfolio OVERLAND PARK, KS 5,8705.9k $214.1k $214.1k 0.00% Unchanged
74 RIA Advisory Group LLC 0.05% of their portfolio Des Moines, IA 5,6405.6k $205.7k $205.7k 0.05% Unchanged
75 Quest 10 Wealth Builders, Inc. 0.17% of their portfolio Fuquay-Varina, VA 5,4675.5k $199.4k $199.4k 0.17% Reduced -151 -151
76 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 4,1234.1k $150.4k $150.4k 0.01% Added +56 +56
77 DHJJ Financial Advisors, Ltd. 0.05% of their portfolio NAPERVILLE, IL 4,1154.1k $150.1k $150.1k 0.05% Reduced -1.4k -1,450
78 Lloyd Advisory Services, LLC. 0.04% of their portfolio SUWANEE, GA 3,5743.6k $130.4k $130.4k 0.04% Reduced -22.6k -22,570
79 Kingdom Financial Group LLC. 0.04% of their portfolio PEORIA, AZ 3,5743.6k $130.4k $130.4k 0.04% Reduced -3 -3
80 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 3,2263.2k $118.0k $118.0k 0.00% Unchanged
81 EVOLUTION WEALTH MANAGEMENT INC. 0.07% of their portfolio FORT MYERS, FL 2,6442.6k $96.5k $96.5k 0.07% New
82 GeoWealth Management, LLC 0.00% of their portfolio CHICAGO, IL 2,3222.3k $84.7k $84.7k 0.00% Unchanged
83 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 2,1382.1k $78.0k $78.0k 0.00% New
84 Key Capital Management, INC 0.03% of their portfolio HENDERSONVILLE, TN 37075, TN 1,1961.2k $43.6k $43.6k 0.03% Added +283 +283
85 Decker Retirement Planning Inc. 0.01% of their portfolio LEVI, UT 666666 $24.3k $24.3k 0.01% Reduced -94 -94
86 UBS Group AG 0.00% of their portfolio ZURICH, V8 346346 $12.6k $12.6k 0.00% New
87 Mosley Wealth Management 0.00% of their portfolio ANAHEIM, CA 286286 $10.3k $10.3k 0.00% New
88 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 9595 $3.5k $3.5k 0.00% Unchanged