OCTUAIM ETF PRODUCTS TRUST
CUSIP 00888H547 · Yahoo Finance ↗ · Google Finance ↗
Aim Etf Products Trust (OCTU) has 41 institutional holders in Filings Flow’s 13F database, together reporting 2.06M shares worth $57M as of Q1 2026. The largest reported holders are Allianz SE, Commonwealth Equity Services, LLC, and Authentikos Wealth Advisory, LLC.
Institutional Holders
41
Q1 2026
Reported Value
$57M
Ticker
OCTU
Quarters Tracked
2
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Authentikos Wealth Advisory, LLC$148M AUM | 5.41% | $7M | 271.5K | Q2 2025OLDER |
| ALLIANZ INVESTMENT MANAGEMENT LLC$160M AUM | 3.98% | $6M | 223.5K | Q4 2025OLDER |
| Sterling Manor Financial, LLC$160M AUM | 0.44% | $708,939 | 25.7K | Q1 2026 |
| USA FINANCIAL FORMULAS$531M AUM | 0.36% | $2M | 68.7K | Q1 2026 |
| Stonebridge Financial Group, LLC / MO$119M AUM | 0.32% | $373,860 | 13.1K | Q4 2025OLDER |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 0.22% | $882,654 | 33.6K | Q2 2025OLDER |
| FWG Investments, LLC.$157M AUM | 0.18% | $283,233 | 10.3K | Q1 2026 |
| NBZ Investment Advisors LLC$229M AUM | 0.17% | $395,257 | 14.3K | Q1 2026 |
| HOWARD BAILEY SECURITIES, LLC$243M AUM | 0.15% | $392,016 | 14.9K | Q2 2025OLDER |
| ALLIANZ SE$9.0B AUM | 0.15% | $13M | 485.9K | Q1 2026 |
| Grantvest Financial Group LLC$154M AUM | 0.14% | $222,079 | 7.8K | Q4 2025OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.10% | $6M | 203.0K | Q1 2026 |
| Cypress Wealth Services, LLC$708M AUM | 0.10% | $703,777 | 25.5K | Q1 2026 |
| Allianz Investment Management U.S. LLC$2.7B AUM | 0.09% | $2M | 86.1K | Q3 2025OLDER |
| SMART Wealth LLC$341M AUM | 0.08% | $284,144 | 10.3K | Q1 2026 |
| STEPHENS INC /AR/$8.0B AUM | 0.07% | $6M | 208.6K | Q1 2026 |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.07% | $80,222 | 2.9K | Q1 2026 |
| BCGM Wealth Management, LLC$398M AUM | 0.06% | $255,076 | 9.2K | Q1 2026 |
| Great Lakes Retirement, Inc.$967M AUM | 0.03% | $289,717 | 11.0K | Q2 2025OLDER |
| LifeWealth Investments, LLC$374M AUM | 0.03% | $282,046 | 10.7K | Q4 2025OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.02% | $437,438 | 15.8K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.02% | $4M | 148.0K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $12M | 447.3K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.02% | $2M | 63.9K | Q1 2026 |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.02% | $46,792 | 1.7K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.01% | $426,617 | 15.5K | Q1 2026 |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $397,934 | 14.4K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.01% | $1M | 43.3K | Q1 2026 |
| Networth Advisors, LLC$141M AUM | 0.00% | $5,714 | 207 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $179,464 | 6.5K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $282,405 | 10.2K | Q1 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $271,391 | 9.8K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 75.0K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $176,372 | 6.4K | Q1 2026 |
| Key Capital Management, INC$151M AUM | 0.00% | $3,202 | 116 | Q1 2026 |
| Elevated Capital Advisors, LLC$397M AUM | 0.00% | $8,309 | 301 | Q1 2026 |
| Kingdom Financial Group LLC.$349M AUM | 0.00% | $6,073 | 220 | Q1 2026 |
| Lloyd Advisory Services, LLC.$349M AUM | 0.00% | $6,073 | 220 | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $446,741 | 16.2K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $329,390 | 11.9K | Q1 2026 |
| Decker Retirement Planning Inc.$221M AUM | 0.00% | $1,712 | 62 | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $655,191 | 23.7K | Q1 2026 |
| Richard W. Paul & Associates, LLC$297M AUM | 0.00% | $841 | 32 | Q2 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $479,481 | 17.4K | Q1 2026 |
| Pineridge Advisors LLC$350M AUM | 0.00% | $289 | 11 | Q2 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $845,394 | 30.6K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $271,556 | 9.8K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $262,679 | 9.4K | Q3 2025OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $148,668 | 5.7K | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $232,354 | 8.6K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $9,358 | 339 | Q1 2026 |
| US BANCORP \DE\$82.4B AUM | 0.00% | $248 | 9 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.