All US Equ BUF10 Oct ETF-UsdOCTT ETF 13F holders, Q4 2024 (December 31) 46 holders +21
20 new positions
2 sold out
1 famous investor
$38.16 avg. 13F price*
At the end of Q4 2024 , 46 institutions reported holding All US Equ BUF10 Oct ETF-Usd (OCTT) in their 13F filings, up 21 from Q3 2024. 20 opened new positions and 2 sold out. The largest holders were AE Wealth Management LLC ($65.8M), Commonwealth Equity Services, LLC ($8.3M) and Osaic Holdings, Inc. ($7.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
Company All US Equ BUF10 Oct ETF-Usd
Filed as AIM ETF PRODUCTS TRUST (Q4 2024)
CUSIP 00888H604
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024 Institutions Total Value New Positions 20 $88.5M Exits 2 $122K
All 13F filers, Q3 2024 → Q4 2024: 2,657,848 shares bought and 202,662 shares sold, net +2,455,186 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 46 holders Portfolio Manager % of Holder's Portfolio Change vs Q3 2024 Shares Value ▼ AE Wealth Management LLC 0.56% New 1,721,993 $65.8M Commonwealth Equity Services, LLC 0.01% Add +73.4% 217,552 $8.3M Osaic Holdings, Inc. 0.02% Add +83.0% 194,416 $7.4M WealthPlan Investment Management, LLC 0.66% New 175,022 $6.7M Wellment Financial 5.83% — 121,472 $4.6M Rothschild Wealth LLC 1.31% Add +305.2% 117,227 $4.5M WealthPLAN Partners, LLC 0.55% New 100,628 $3.8M SMART Wealth LLC 1.30% New 95,783 $3.7M FWG Investments, LLC. 2.15% New 72,335 $2.8M Cetera Investment Advisers 0.01% Add +40.3% 63,567 $2.4M Blue Bell Private Wealth Management, LLC 0.30% Reduce -0.4% 41,275 $1.6M LPL Financial LLC 0.00% Add +39.0% 36,170 $1.4M Centaurus Financial, Inc. 0.07% Add +103.0% 30,836 $1.2M Jane Street Group, LLC 0.00% New 26,772 $1.0M Quest 10 Wealth Builders, Inc. 1.02% — 26,732 $1.0M Atria Wealth Solutions, Inc. 0.01% New 25,337 $968K Csenge Advisory Group 0.05% Add +51.0% 22,656 $866K Avantax Advisory Services, Inc. 0.01% New 21,114 $807K Spire Wealth Management 0.02% Add +17.8% 19,171 $733K FSA Advisors, Inc. 0.79% New 16,795 $642K Envestnet Asset Management Inc. 0.00% Add +51.4% 16,719 $639K Harbour Investments, Inc. 0.02% Add +22.2% 16,575 $633K LifeWealth Investments, LLC 0.34% — 13,564 $518K Panoramic Investment Advisors, LLC 0.33% No change 13,250 $506K Citadel Advisors 0.00% Add +59.7% 12,762 $488K Bleakley Financial Group, LLC 0.01% No change 12,310 $470K GTS Securities LLC 0.02% New 9,700 $371K Susquehanna International Group, LLP 0.00% New 9,076 $347K Nations Financial Group Inc, /Ia/ 0.02% No change 8,130 $311K B.O.S.S. Retirement Advisors, LLC 0.08% New 7,180 $274K Kestra Advisory Services, LLC 0.00% New 7,135 $273K Strategic Blueprint, LLC 0.02% New 6,668 $255K Lord & Richards Wealth Management, LLC 0.50% — 6,251 $239K Raymond James Financial Inc. 0.00% — 6,018 $230K Focus Financial Network, Inc. 0.01% New 5,983 $229K Mayflower Financial Advisors, LLC 0.03% No change 5,941 $227K Avidian Wealth Enterprises, LLC 0.01% New 5,485 $210K Navis Wealth Advisors, LLC 0.22% New 5,384 $206K Allianz Investment Management U.S. LLC 0.01% Reduce -97.5% 5,000 $191K GeoWealth Management, LLC 0.00% New 3,240 $124K AdvisorNet Financial, Inc 0.00% No change 1,195 $46K Creative Financial Designs Inc. 0.00% No change 900 $34K First Heartland Consultants, Inc. 0.00% New 5,235 $20K New Millennium Group LLC 0.01% New 307 $12K Principal Securities, Inc. 0.00% No change 125 $5K JPMorgan Chase & Co. 0.00% No change 71 $3K
"% of holder's portfolio" is OCTT's weight in each manager's 13F, not the share of All US Equ BUF10 Oct ETF-Usd the manager owns.