OCTTAIM ETF PRODUCTS TRUST
CUSIP 00888H604 · Yahoo Finance ↗ · Google Finance ↗
Aim Etf Products Trust (OCTT) has 31 institutional holders in Filings Flow’s 13F database, together reporting 958.3K shares worth $41M as of Q1 2026. The largest reported holders are Wealthplan Investment Management, LLC, Wellment Financial, and Rothschild Wealth LLC.
Institutional Holders
31
Q1 2026
Reported Value
$41M
Ticker
OCTT
Quarters Tracked
22
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| FWG Investments, LLC.$157M AUM | 3.06% | $4M | 100.2K | Q2 2025OLDER |
| SMART Wealth LLC$341M AUM | 1.39% | $4M | 110.0K | Q2 2025OLDER |
| Siligmueller & Norvid Wealth Advisors LLC$222M AUM | 1.36% | $3M | 71.0K | Q3 2025OLDER |
| FSA Advisors, Inc.$152M AUM | 0.97% | $1M | 29.7K | Q2 2025OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.66% | $9M | 224.7K | Q2 2025OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.43% | $5M | 112.5K | Q1 2026 |
| WealthPLAN Partners, LLC$518M AUM | 0.39% | $2M | 60.2K | Q2 2025OLDER |
| PANORAMIC INVESTMENT ADVISORS, LLC$185M AUM | 0.30% | $560,749 | 13.3K | Q1 2026 |
| Navis Wealth Advisors, LLC$196M AUM | 0.25% | $481,652 | 11.4K | Q1 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.22% | $2M | 36.2K | Q1 2026 |
| LifeWealth Investments, LLC$374M AUM | 0.14% | $2M | 39.2K | Q4 2025OLDER |
| Golden Reserve Retirement LLC$485M AUM | 0.08% | $250,755 | 6.2K | Q2 2025OLDER |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 0.08% | $300,127 | 7.5K | Q2 2025OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.06% | $4M | 89.1K | Q1 2026 |
| Csenge Advisory Group$2.2B AUM | 0.05% | $995,848 | 25.7K | Q2 2025OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.03% | $251,427 | 5.9K | Q1 2026 |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.03% | $540,520 | 12.8K | Q1 2026 |
| Gradient Investments LLC$7.2B AUM | 0.03% | $2M | 38.4K | Q3 2025OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.02% | $233,189 | 5.5K | Q3 2025OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.02% | $358,245 | 8.5K | Q1 2026 |
| Atria Wealth Solutions, Inc.$4.4B AUM | 0.02% | $784,617 | 19.5K | Q2 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $861,903 | 20.4K | Q1 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.01% | $230,182 | 5.4K | Q1 2026 |
| Focus Financial Network, Inc.$3.2B AUM | 0.01% | $326,504 | 7.7K | Q1 2026 |
| Moors & Cabot, Inc.$2.3B AUM | 0.01% | $219,748 | 5.0K | Q4 2025OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.01% | $220,168 | 5.5K | Q2 2025OLDER |
| Spire Wealth Management$3.3B AUM | 0.01% | $241,440 | 5.7K | Q1 2026 |
| Bleakley Financial Group, LLC$6.4B AUM | 0.01% | $520,968 | 12.3K | Q1 2026 |
| Allianz Investment Management U.S. LLC$2.7B AUM | 0.01% | $213,075 | 5.0K | Q3 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $5M | 107.7K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $425,154 | 10.0K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $4M | 96.0K | Q1 2026 |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $803,242 | 20.0K | Q2 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $84,430 | 2.0K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $4M | 83.7K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $635,784 | 15.0K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $861,586 | 20.4K | Q1 2026 |
| ALLIANZ SE$9.0B AUM | 0.00% | $211,604 | 5.0K | Q1 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $38,089 | 900 | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $26,789 | 633 | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $310,432 | 7.1K | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $4M | 83.3K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $179,948 | 4.3K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $3M | 72.3K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $13,447 | 335 | Q2 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $6,602 | 156 | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $514,448 | 12.1K | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $632,271 | 14.9K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $215,370 | 5.1K | Q1 2026 |
| BARCLAYS PLC$416.3B AUM | 0.00% | $115,155 | 2.7K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $818,294 | 19.2K | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $4,961 | 114 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.