Vault-13

AIM ETF PRODUCTS TRUST JANW

US LRGCP B20 JAN · ETP · CUSIP 00888H802

88 institutional holders +0 vs Q1 2026
7,127,8657.1m shares reported held*
$275.4mreported value*
5 new 27 added 32 reduced 7 sold out net bought ≈ $5.9m (+151.3k 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 ($6.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $38.64.

Trends to Q2 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: 88Q2 26: 8888Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 202688

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 14 bought or addedQ3 24: 40 cut or sold outQ4 24: 27 bought or addedQ4 24: 33 cut or sold outQ4 24Q1 25: 42 bought or addedQ1 25: 30 cut or sold outQ2 25: 29 bought or addedQ2 25: 44 cut or sold outQ2 25Q3 25: 13 bought or addedQ3 25: 59 cut or sold outQ4 25: 25 bought or addedQ4 25: 37 cut or sold outQ4 25Q1 26: 54 bought or addedQ1 26: 25 cut or sold outQ2 26: 32 bought or addedQ2 26: 39 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241440
Q4 20242733
Q1 20254230
Q2 20252944
Q3 20251359
Q4 20252537
Q1 20265425
Q2 20263239

Biggest buyers

Advyzon Investment Management, LLC Added +82,370+82.4k
Cambridge Investment Research Advisors, Inc. Added +47,406+47.4k
Ausdal Financial Partners, Inc. Added +42,001+42.0k
Guardian Capital, LLC Added +40,461+40.5k
RAYMOND JAMES FINANCIAL INC Added +39,821+39.8k
GTS FINANCIAL, LLC Added +38,695+38.7k
Allianz SE Added +32,517+32.5k
Lloyd Advisory Services, LLC. Added +26,337+26.3k
TOUNJIAN ADVISORY PARTNERS, LLC New +25,393+25.4k
AE Wealth Management LLC Added +24,968+25.0k

Biggest sellers

Kestra Advisory Services, LLC Reduced -55,371-55.4k
LeClair Wealth Partners LLC Sold out -44,490-44.5k
Aegis Wealth Management, Inc. Reduced -43,302-43.3k
Clear Point Advisors Inc. Sold out -33,782-33.8k
OLD MISSION CAPITAL LLC Reduced -31,796-31.8k
AMERICAN ASSET MANAGEMENT INC. Reduced -30,916-30.9k
Westshore Wealth, LLC Reduced -14,668-14.7k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -11,472-11.5k
LPL Financial LLC Reduced -10,082-10.1k
CITADEL ADVISORS LLC Sold out -10,060-10.1k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 AMERICAN ASSET MANAGEMENT INC. 33.67% of their portfolio Boca Raton, FL 1,067,6631.1m $41.3m $41.3m 33.67% Reduced -30.9k -30,916
2 AE Wealth Management LLC 0.19% of their portfolio TOPEKA, KS 1,038,2601.0m $40.2m $40.2m 0.19% Added +25.0k +24,968
3 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 576,590576.6k $22.3m $22.3m 0.03% Reduced -11.5k -11,472
4 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 461,955462.0k $17.9m $17.9m 0.00% Added +39.8k +39,821
5 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 313,343313.3k $12.1m $12.1m 0.01% Added +18.6k +18,582
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 267,032267.0k $10.3m $10.3m 0.00% Reduced -10.1k -10,082
7 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 260,206260.2k $10.1m $10.1m 0.01% Added +1.0k +1,012
8 Advyzon Investment Management, LLC 0.62% of their portfolio LISLE, IL 219,635219.6k $8.5m $8.5m 0.62% Added +82.4k +82,370
9 POM Investment Strategies, LLC 9.52% of their portfolio RALEIGH, NC 217,199217.2k $8.4m $8.4m 9.52% Added +8.4k +8,380
10 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 176,060176.1k $6.8m $6.8m 0.02% Reduced -55.4k -55,371
11 Allianz SE 0.07% of their portfolio Munich, 2M 174,013174.0k $6.7m $6.7m 0.07% Added +32.5k +32,517
12 Wellment Financial 6.71% of their portfolio ELMHURST, IL 152,142152.1k $5.9m $5.9m 6.71% Added +2.7k +2,737
13 Guardian Capital, LLC 4.57% of their portfolio WEXFORD, PA 144,365144.4k $5.6m $5.6m 4.57% Added +40.5k +40,461
14 BCGM Wealth Management, LLC 1.02% of their portfolio LAFAYETTE, IN 124,426124.4k $4.8m $4.8m 1.02% Unchanged
15 Outlook Wealth Advisors, LLC 0.99% of their portfolio SHENANDOAH, TX 118,060118.1k $4.6m $4.6m 0.99% Added +509 +509
16 Compass Advisory Group LLC 1.05% of their portfolio MELVILLE, NY 114,139114.1k $4.4m $4.4m 1.05% Reduced -1.5k -1,469
17 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 97,00197.0k $3.8m $3.8m 0.00% Added +9.5k +9,480
18 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 95,75095.8k $3.7m $3.7m 0.00% Added +47.4k +47,406
19 Long Island Wealth Management, Inc. 1.52% of their portfolio MELVILLE, NY 94,92394.9k $3.7m $3.7m 1.52% Unchanged
20 World Investment Advisors 0.06% of their portfolio LINCROFT, NJ 91,78791.8k $3.5m $3.5m 0.06% Added +10.8k +10,805
21 Ausdal Financial Partners, Inc. 0.13% of their portfolio Davenport, IA 88,98889.0k $3.4m $3.4m 0.13% Added +42.0k +42,001
22 CENTAURUS FINANCIAL, INC. 0.12% of their portfolio ANAHEIM, CA 79,41579.4k $3.1m $3.1m 0.12% Reduced -886 -886
23 Spire Wealth Management 0.08% of their portfolio MCLEAN, VA 69,66269.7k $2.7m $2.7m 0.08% Reduced -582 -582
24 Networth Advisors, LLC 1.45% of their portfolio CANONSBURG, PA 64,40164.4k $2.5m $2.5m 1.45% Added +2.4k +2,371
25 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 64,00964.0k $2.5m $2.5m 0.02% Added +873 +873
26 GTS FINANCIAL, LLC 1.57% of their portfolio BLOOMINGTON, MN 61,53161.5k $2.1m $2.1m 1.57% Added +38.7k +38,695
27 IFP Advisors, Inc 0.04% of their portfolio TAMPA, FL 59,92359.9k $2.3m $2.3m 0.04% Reduced -189 -189
28 Integrated Wealth Management 2.37% of their portfolio UNIONTOWN, OH 58,13658.1k $2.2m $2.2m 2.37% Added +5.3k +5,282
29 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 51,14351.1k $2.0m $2.0m 0.03% Reduced -3.0k -2,974
30 FSA Advisors, Inc. 0.80% of their portfolio TROY, MI 44,85144.9k $1.7m $1.7m 0.80% Added +3.3k +3,341
31 Joseph P. Lucia & Associates, LLC 0.52% of their portfolio Yorktown Heights, NY 44,75544.8k $1.7m $1.7m 0.52% Unchanged
32 Aegis Wealth Management, Inc. 1.12% of their portfolio Guthrie Center, IA 44,68044.7k $1.7m $1.7m 1.12% Reduced -43.3k -43,302
33 Blue Water Asset Management 0.56% of their portfolio GRAND RAPIDS, MI 44,49044.5k $1.7m $1.7m 0.56% Unchanged
34 Perennial Investment Advisors, LLC 0.11% of their portfolio Los Angeles, CA 40,77940.8k $1.6m $1.6m 0.11% Unchanged
35 Grantvest Financial Group LLC 0.77% of their portfolio MATAWAN, NJ 34,42834.4k $1.3m $1.3m 0.77% Reduced -3.9k -3,892
36 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 32,40132.4k $1.3m $1.3m 0.00% Reduced -1.3k -1,337
37 Sigma Planning Corp 0.03% of their portfolio ANN ARBOR, MI 31,78931.8k $1.2m $1.2m 0.03% Reduced -148 -148
38 Castle Rock Wealth Management, LLC 0.24% of their portfolio WALNUT CREEK, CA 31,42231.4k $1.2m $1.2m 0.24% Reduced -1.1k -1,092
39 Lloyd Advisory Services, LLC. 0.45% of their portfolio SUWANEE, GA 29,91129.9k $1.2m $1.2m 0.45% Added +26.3k +26,337
40 PFG Advisors 0.05% of their portfolio Phoenix, AZ 27,40227.4k $1.1m $1.1m 0.05% Reduced -3.5k -3,500
41 Midwest Financial Network, LLC 0.68% of their portfolio TINLEY PARK, IL 25,63625.6k $991.5k $991.5k 0.68% Reduced -3.5k -3,543
42 TOUNJIAN ADVISORY PARTNERS, LLC 0.42% of their portfolio FORT MYERS, FL 25,39325.4k $982.1k $982.1k 0.42% New
43 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.05% of their portfolio CEDAR RAPIDS, IA 24,72424.7k $956.2k $956.2k 0.05% Added +915 +915
44 Blackston Financial Advisory Group, LLC 0.49% of their portfolio THE VILLAGES, FL 22,28522.3k $861.9k $861.9k 0.49% Reduced -1.2k -1,207
45 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 19,51719.5k $754.8k $754.8k 0.01% Reduced -714 -714
46 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.09% of their portfolio BLUE BELL, PA 19,21319.2k $743.1k $743.1k 0.09% Reduced -526 -526
47 SMART Wealth LLC 0.16% of their portfolio Omaha, NE 18,88518.9k $730.4k $730.4k 0.16% Reduced -5.1k -5,142
48 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 17,62217.6k $681.5k $681.5k 0.01% Unchanged
49 Csenge Advisory Group 0.02% of their portfolio CLEARWATER, FL 15,55815.6k $601.7k $601.7k 0.02% Reduced -292 -292
50 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 15,44015.4k $597.0k $597.0k 0.00% Added +136 +136
51 Mosley Wealth Management 0.19% of their portfolio ANAHEIM, CA 15,43815.4k $597.1k $597.1k 0.19% Added +15.2k +15,152
52 Advus Financial Partners, LLC 0.13% of their portfolio WINTER PARK, FL 15,25615.3k $590.0k $590.0k 0.13% Unchanged
53 BIP Wealth, LLC 0.02% of their portfolio ATLANTA, GA 13,84213.8k $535.3k $535.3k 0.02% Reduced -52 -52
54 Focus Financial Network, Inc. 0.02% of their portfolio MINNEAPOLIS, MN 13,26713.3k $513.1k $513.1k 0.02% Reduced -48 -48
55 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 12,50612.5k $483.7k $483.7k 0.01% Reduced -31.8k -31,796
56 Advisory Solutions Group, LLC 0.16% of their portfolio PLYMOUTH, MN 12,23512.2k $473.2k $473.2k 0.16% First filing
57 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 11,82411.8k $457.3k $457.3k 0.00% Added +500 +500
58 Signal Advisors Wealth, LLC 0.02% of their portfolio DETROIT, MI 11,26911.3k $435.8k $435.8k 0.02% Reduced -1.4k -1,436
59 Koshinski Asset Management, Inc. 0.02% of their portfolio DECATUR, IL 11,16511.2k $431.8k $431.8k 0.02% Added +400 +400
60 Triad Wealth Partners, LLC 0.03% of their portfolio LAWRENCE, KS 11,10511.1k $433.8k $433.8k 0.03% Reduced -133 -133
61 Westshore Wealth, LLC 0.13% of their portfolio NEWPORT BEACH, CA 11,01211.0k $425.9k $425.9k 0.13% Reduced -14.7k -14,668
62 Stirlingshire Investments, Inc. 0.31% of their portfolio NEW YORK, NY 10,85810.9k $419.9k $419.9k 0.31% Reduced -342 -342
63 Moors & Cabot, Inc. 0.01% of their portfolio BOSTON, MA 8,7508.8k $338.4k $338.4k 0.01% Reduced -400 -400
64 FOUNDERS FINANCIAL SECURITIES LLC 0.02% of their portfolio TOWSON, MD 8,6058.6k $332.8k $332.8k 0.02% Unchanged
65 Rothschild Wealth LLC 0.03% of their portfolio OAK BROOK, IL 8,3868.4k $324.3k $324.3k 0.03% Unchanged
66 ST GERMAIN D J CO INC 0.01% of their portfolio SPRINGFIELD, MA 8,1248.1k $314.2k $314.2k 0.01% Unchanged
67 Modern Wealth Management, LLC 0.00% of their portfolio KANSAS CITY, MO 7,9948.0k $309.2k $309.2k 0.00% Reduced -2.8k -2,756
68 PANORAMIC INVESTMENT ADVISORS, LLC 0.15% of their portfolio DENVER, CO 7,9708.0k $308.2k $308.2k 0.15% Unchanged
69 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 7,8647.9k $304.1k $304.1k 0.00% Unchanged
70 INDEPENDENT FINANCIAL GROUP, LLC 0.00% of their portfolio SAN DIEGO, CA 6,7076.7k $259.4k $259.4k 0.00% Unchanged
71 LANARK FINANCIAL, INC. 0.02% of their portfolio BIRMINGHAM, AL 6,2606.3k $242.1k $242.1k 0.02% Unchanged
72 COMPASS FINANCIAL MANAGEMENT LLC 0.03% of their portfolio TAMPA, FL 6,1796.2k $241.9k $241.9k 0.03% First filing
73 CreativeOne Wealth, LLC 0.00% of their portfolio OVERLAND PARK, KS 5,8705.9k $227.0k $227.0k 0.00% Unchanged
74 FWG Investments, LLC. 0.12% of their portfolio LEXINGTON, KY 5,6425.6k $218.2k $218.2k 0.12% New
75 RIA Advisory Group LLC 0.05% of their portfolio Des Moines, IA 5,6405.6k $218.1k $218.1k 0.05% Unchanged
76 Quest 10 Wealth Builders, Inc. 0.16% of their portfolio Fuquay-Varina, VA 5,4225.4k $209.7k $209.7k 0.16% Reduced -45 -45
77 DHJJ Financial Advisors, Ltd. 0.05% of their portfolio NAPERVILLE, IL 4,1154.1k $159.1k $159.1k 0.05% Unchanged
78 Kingdom Financial Group LLC. 0.04% of their portfolio PEORIA, AZ 3,5743.6k $138.2k $138.2k 0.04% Unchanged
79 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 3,3623.4k $130.0k $130.0k 0.01% Reduced -761 -761
80 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 3,2263.2k $125.0k $125.0k 0.00% Unchanged
81 EVOLUTION WEALTH MANAGEMENT INC. 0.07% of their portfolio FORT MYERS, FL 3,1483.1k $121.7k $121.7k 0.07% Added +504 +504
82 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 2,1382.1k $82.7k $82.7k 0.00% Unchanged
83 Innovative Asset Advisors Group, LLC 0.03% of their portfolio SHELTON, CT 1,9782.0k $76.5k $76.5k 0.03% New
84 Key Capital Management, INC 0.03% of their portfolio HENDERSONVILLE, TN 37075, TN 1,6691.7k $64.5k $64.5k 0.03% Added +473 +473
85 Decker Retirement Planning Inc. 0.01% of their portfolio LEVI, UT 666666 $25.8k $25.8k 0.01% Unchanged
86 IFG Advisory, LLC 0.00% of their portfolio ATLANTA, GA 236236 $9.1k $9.1k 0.00% New
87 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 189189 $7.3k $7.3k 0.00% New
88 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 9595 $3.7k $3.7k 0.00% Unchanged