Alnzim US Eqt BFR2 No Et-UsdNVBWETF
13F holders, Q1 2025 (March 31)37holders +1
3new positions
1sold out
1famous investor
$30.60avg. 13F price*
At the end of Q1 2025, 37 institutions reported holding Alnzim US Eqt BFR2 No Et-Usd (NVBW) in their 13F filings, up 1 from Q4 2024. 3 opened new positions and 1 sold out. The largest holders were Mid-American Wealth Advisory Group, Inc. ($8.6M), American Asset Management Inc. ($7.9M) and Commonwealth Equity Services, LLC ($6.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Alnzim US Eqt BFR2 No Et-Usd
- Filed as
- AIM ETF PRODUCTS TRUST (Q1 2025)
- CUSIP
- 00888H844
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.3M |
| Exits | 1 | $26K |
All 13F filers, Q4 2024 → Q1 2025: 61,226 shares bought and 87,558 shares sold, net −26,332 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 37 holders
| Mid-American Wealth Advisory Group, Inc. | 4.62% | Reduce -0.6% | 281,593 | $8.6M |
| American Asset Management Inc. | 7.89% | Reduce -3.9% | 259,350 | $7.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.0% | 214,298 | $6.6M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -11.4% | 122,208 | $3.7M |
| Osaic Holdings, Inc. | 0.01% | Add +14.6% | 121,303 | $3.7M |
| Cetera Investment Advisers | 0.00% | Reduce -0.9% | 71,759 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.5% | 66,602 | $2.0M |
| Raymond James Financial Inc. | 0.00% | No change | 48,300 | $1.5M |
| Castle Rock Wealth Management, LLC | 0.34% | No change | 41,480 | $1.3M |
| Old Mission Capital LLC | 0.02% | New | 38,854 | $1.2M |
| Spire Wealth Management | 0.03% | Reduce -10.5% | 33,370 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -40.8% | 27,721 | $848K |
| Harbour Investments, Inc. | 0.02% | Reduce -39.3% | 24,957 | $764K |
| Citadel Advisors | 0.00% | Add +0.9% | 19,772 | $605K |
| Joseph P. Lucia & Associates, LLC | 0.25% | No change | 18,009 | $551K |
| LPL Financial LLC | 0.00% | Reduce -0.1% | 17,575 | $538K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -10.0% | 16,319 | $499K |
| Focus Financial Network, Inc. | 0.02% | Reduce -1.2% | 13,924 | $426K |
| Sagespring Wealth Partners, LLC | 0.01% | No change | 13,262 | $406K |
| IFP Advisors, Inc | 0.01% | No change | 12,219 | $374K |
| Strategic Blueprint, LLC | 0.02% | Reduce -32.5% | 11,228 | $344K |
| Envestnet Asset Management Inc. | 0.00% | Add +1.6% | 11,175 | $342K |
| Grantvest Financial Group LLC | 0.24% | No change | 9,476 | $290K |
| Centaurus Financial, Inc. | 0.02% | No change | 9,335 | $286K |
| Mason Investment Advisory Services, Inc. | 0.02% | No change | 9,152 | $280K |
| HBW Advisory Services LLC | 0.04% | Reduce -26.0% | 9,102 | $279K |
| PFG Advisors | 0.02% | No change | 9,099 | $278K |
| Farther Finance Advisors, LLC | 0.01% | No change | 8,698 | $267K |
| Advus Financial Partners, LLC | 0.06% | No change | 6,791 | $208K |
| Jim Saulnier & Associates, LLC | 0.16% | No change | 6,608 | $202K |
| Creative Financial Designs Inc. | 0.01% | Reduce -2.5% | 5,296 | $162K |
| Allianz Investment Management U.S. LLC | 0.01% | No change | 5,000 | $150K |
| Barclays PLC | 0.00% | New | 4,762 | $146K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Reduce -1.2% | 2,198 | $67K |
| UBS Group AG | 0.00% | Add +4710.8% | 1,780 | $54K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 330 | $10K |
| AE Wealth Management LLC | 0.00% | New | 62 | $2K |
"% of holder's portfolio" is NVBW's weight in each manager's 13F, not the share of Alnzim US Eqt BFR2 No Et-Usd the manager owns.