Alianzim US Eq BFR20 Oct-UsdOCTWETF
13F holders, Q3 2025 (September 30)58holders −29
5new positions
32sold out
$38.32avg. 13F price*
At the end of Q3 2025, 58 institutions reported holding Alianzim US Eq BFR20 Oct-Usd (OCTW) in their 13F filings, down 29 from Q2 2025. 5 opened new positions and 32 sold out. The largest holders were LPL Financial LLC ($69.6M), Commonwealth Equity Services, LLC ($43.4M) and Raymond James Financial Inc. ($16.1M).
- Company
- Alianzim US Eq BFR20 Oct-Usd
- Filed as
- AIM ETF PRODUCTS TRUST (Q3 2025)
- CUSIP
- 00888H505
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.1M |
| Exits | 32 | $54.4M |
All 13F filers, Q2 2025 → Q3 2025: 1,898,392 shares bought and 4,811,769 shares sold, net −2,913,377 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 58 holders
| LPL Financial LLC | 0.02% | Add +3678.8% | 1,816,347 | $69.6M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -9.7% | 1,133,127 | $43.4M |
| Raymond James Financial Inc. | 0.01% | Add +20.6% | 418,988 | $16.1M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -19.5% | 208,531 | $8.0M |
| Centaurus Financial, Inc. | 0.37% | Reduce -49.5% | 208,260 | $8.0M |
| Cetera Investment Advisers | 0.01% | Reduce -42.9% | 185,458 | $7.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -32.7% | 182,218 | $7.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -14.3% | 148,777 | $5.7M |
| Blue Bell Private Wealth Management, LLC | 0.58% | Reduce -13.3% | 99,004 | $3.8M |
| MML Investors Services, LLC | 0.01% | Add +9.0% | 86,350 | $3.3M |
| Compass Advisory Group LLC | 0.73% | Reduce -1.9% | 68,048 | $2.6M |
| Long Island Wealth Management, Inc. | 1.13% | No change | 60,525 | $2.3M |
| Advus Financial Partners, LLC | 0.49% | Reduce -3.5% | 53,148 | $2.0M |
| PFG Advisors | 0.08% | Reduce -3.2% | 50,796 | $1.9M |
| Strategic Blueprint, LLC | 0.07% | Reduce -2.0% | 42,842 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.2% | 42,813 | $1.6M |
| Midwest Financial Network, LLC | 1.31% | Add +5.6% | 42,078 | $1.6M |
| Gradient Investments LLC | 0.02% | Reduce -96.3% | 38,106 | $1.5M |
| Secured Retirement Advisors, LLC | 0.66% | Reduce -7.6% | 30,859 | $1.2M |
| Spire Wealth Management | 0.02% | No change | 18,353 | $703K |
| Castle Rock Wealth Management, LLC | 0.15% | Add +52.0% | 18,213 | $699K |
| Diversify Advisory Services, LLC | 0.02% | Add +17.1% | 17,911 | $692K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Reduce -2.1% | 16,886 | $647K |
| Harbour Investments, Inc. | 0.01% | Reduce -40.7% | 15,513 | $595K |
| Signal Advisors Wealth, LLC | 0.05% | Reduce -37.3% | 14,308 | $548K |
| Certified Advisory Corp | 0.05% | Reduce -5.5% | 14,253 | $546K |
| Focus Financial Network, Inc. | 0.02% | No change | 13,535 | $519K |
| Foundations Investment Advisors, LLC | 0.01% | Add +73.4% | 12,642 | $485K |
| Independent Financial Group, LLC | 0.01% | Add +15.8% | 12,408 | $476K |
| Susquehanna International Group, LLP | 0.00% | New | 12,272 | $470K |
| DHJJ Financial Advisors, Ltd. | 0.15% | Reduce -3.0% | 11,235 | $431K |
| HB Wealth Management, LLC | 0.00% | No change | 9,908 | $380K |
| IFP Advisors, Inc | 0.01% | Add +39.8% | 9,430 | $361K |
| HRT Financial LP | 0.00% | New | 9,024 | $345K |
| Merit Financial Group, LLC | 0.00% | Reduce -7.3% | 8,611 | $330K |
| Jim Saulnier & Associates, LLC | 0.17% | No change | 8,140 | $312K |
| Grantvest Financial Group LLC | 0.21% | No change | 8,092 | $310K |
| AE Wealth Management LLC | 0.00% | Reduce -99.5% | 7,984 | $306K |
| Private Advisor Group, LLC | 0.00% | Add +14.2% | 7,535 | $289K |
| Panoramic Investment Advisors, LLC | 0.16% | No change | 7,500 | $287K |
| Clear Point Advisors Inc. | 0.22% | No change | 7,306 | $280K |
| Advyzon Investment Management, LLC | 0.04% | New | 6,835 | $262K |
| Belpointe Asset Management LLC | 0.01% | No change | 6,490 | $249K |
| Main Street Financial Solutions, LLC | 0.02% | No change | 6,369 | $244K |
| Brookstone Capital Management | 0.00% | Reduce -1.4% | 5,983 | $229K |
| RIA Advisory Group LLC | 0.05% | No change | 5,500 | $211K |
| Diligent Investors, LLC | 0.05% | Reduce -31.6% | 5,410 | $207K |
| Allianz Investment Management U.S. LLC | 0.01% | No change | 5,000 | $192K |
| Global Retirement Partners, LLC | 0.00% | Reduce -4.1% | 3,119 | $120K |
| AdvisorNet Financial, Inc | 0.01% | No change | 3,070 | $118K |
| Farther Finance Advisors, LLC | 0.00% | No change | 2,144 | $82K |
| Arax Advisory Partners | 0.00% | New | 947 | $36K |
| MAI Capital Management | 0.00% | No change | 939 | $36K |
| CoreCap Advisors, LLC | 0.00% | No change | 929 | $36K |
| Creative Financial Designs Inc. | 0.00% | Reduce -1.8% | 876 | $34K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.9% | 649 | $25K |
| JPMorgan Chase & Co. | 0.00% | No change | 99 | $4K |
| Morgan Stanley | 0.00% | New | 40 | $2K |
"% of holder's portfolio" is OCTW's weight in each manager's 13F, not the share of Alianzim US Eq BFR20 Oct-Usd the manager owns.