Alianzim US Eq BFR20 Mar-UsdMARWETF

13F holders, Q2 2025 (June 30)
38holders −1
6new positions
8sold out
$32.53avg. 13F price*

At the end of Q2 2025, 38 institutions reported holding Alianzim US Eq BFR20 Mar-Usd (MARW) in their 13F filings, down 1 from Q1 2025. 6 opened new positions and 8 sold out. The largest holders were MML Investors Services, LLC ($12.8M), Commonwealth Equity Services, LLC ($9.3M) and Osaic Holdings, Inc. ($5.8M).

Company
Alianzim US Eq BFR20 Mar-Usd
Filed as
AIM ETF PRODUCTS TRUST (Q2 2025)
CUSIP
00888H778
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 41Q1 2024Q2 2024: 46Q2 2024Q3 2024: 39Q3 2024Q4 2024: 38Q4 2024Q1 2025: 39Q1 2025Q2 2025: 38Q2 2025Q3 2025: 34Q3 2025Q4 2025: 40Q4 2025Q1 2026: 41Q1 2026Q2 2026: 49Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions6$2.3M
Exits8$1.5M

All 13F filers, Q1 2025 → Q2 2025: 311,273 shares bought and 199,288 shares sold, net +111,985 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 38 holders

MML Investors Services, LLC 0.04% Add +38.9% 393,494 $12.8M
Commonwealth Equity Services, LLC 0.01% Add +41.3% 284,867 $9.3M
Osaic Holdings, Inc. 0.01% Reduce -29.4% 179,600 $5.8M
Kestra Advisory Services, LLC 0.01% Add +18.7% 91,353 $3.0M
Cetera Investment Advisers 0.00% Add +9.5% 77,673 $2.5M
Fortis Capital Management LLC 0.39% No change 77,654 $2.5M
Spire Wealth Management 0.08% Reduce -28.7% 72,409 $2.4M
LPL Financial LLC 0.00% Add +45.5% 71,265 $2.3M
Raymond James Financial Inc. 0.00% Add +2.7% 50,250 $1.6M
Atria Wealth Solutions, Inc. 0.03% Reduce -44.6% 38,212 $1.2M
Cambridge Investment Research Advisors, Inc. 0.00% Add +7.3% 34,086 $1.1M
Old Mission Capital LLC 0.03% New 33,276 $1.1M
Farther Finance Advisors, LLC 0.02% Add +1.2% 30,006 $976K
Centaurus Financial, Inc. 0.06% No change 29,456 $958K
Castle Rock Wealth Management, LLC 0.22% Reduce -1.1% 29,048 $953K
Harbour Investments, Inc. 0.02% Reduce -16.4% 28,423 $925K
PFG Advisors 0.04% Reduce -1.5% 24,368 $793K
Envestnet Asset Management Inc. 0.00% Reduce -11.8% 23,518 $765K
Jim Saulnier & Associates, LLC 0.43% No change 19,190 $624K
Global Retirement Partners, LLC 0.01% — 15,194 $494K
Susquehanna International Group, LLP 0.00% New 14,741 $480K
Elevated Capital Advisors, LLC 0.13% No change 15,200 $471K
Advus Financial Partners, LLC 0.11% Reduce -3.6% 12,902 $420K
Sagespring Wealth Partners, LLC 0.01% No change 12,767 $415K
Focus Financial Network, Inc. 0.02% No change 12,567 $409K
Cypress Wealth Services, LLC 0.06% New 11,059 $360K
BCGM Wealth Management, LLC 0.09% No change 10,108 $329K
Independent Financial Group, LLC 0.01% Reduce -25.1% 7,860 $256K
TAGStone Capital, Inc. 0.10% Add +7.3% 7,069 $233K
Joseph P. Lucia & Associates, LLC 0.09% Reduce -22.1% 7,039 $229K
GeoWealth Management, LLC 0.01% New 6,295 $205K
Allianz Investment Management U.S. LLC 0.01% No change 5,000 $163K
Barclays PLC 0.00% New 4,547 $148K
AE Wealth Management LLC 0.00% Reduce -6.8% 3,885 $126K
Creative Financial Designs Inc. 0.00% No change 1,200 $39K
IFP Advisors, Inc 0.00% Add +28.4% 226 $7K
Financial Network Wealth Advisors LLC 0.01% No change 173 $6K
UBS Group AG 0.00% New 12 $390

"% of holder's portfolio" is MARW's weight in each manager's 13F, not the share of Alianzim US Eq BFR20 Mar-Usd the manager owns.