Alianzim US Eq BFR20 Oct-UsdOCTWETF
13F holders, Q1 2026 (March 31)101holders +4
11new positions
6sold out
$38.48avg. 13F price*
At the end of Q1 2026, 101 institutions reported holding Alianzim US Eq BFR20 Oct-Usd (OCTW) in their 13F filings, up 4 from Q4 2025. 11 opened new positions and 6 sold out. The largest holders were LPL Financial LLC ($87.3M), AE Wealth Management LLC ($85.6M) and Commonwealth Equity Services, LLC ($44.4M).
- Company
- Alianzim US Eq BFR20 Oct-Usd
- Filed as
- AIM ETF PRODUCTS TRUST (Q1 2026)
- CUSIP
- 00888H505
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $18.4M |
| Exits | 6 | $1.2M |
All 13F filers, Q4 2025 → Q1 2026: 822,148 shares bought and 952,036 shares sold, net −129,888 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 101 holders
| LPL Financial LLC | 0.02% | Reduce -3.1% | 2,268,557 | $87.3M |
| AE Wealth Management LLC | 0.46% | Reduce -0.1% | 2,223,975 | $85.6M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -1.1% | 1,153,580 | $44.4M |
| Raymond James Financial Inc. | 0.01% | Add +6.5% | 467,490 | $18.0M |
| Access Financial Services, Inc. | 4.77% | Reduce -4.0% | 349,811 | $13.5M |
| Kestra Advisory Services, LLC | 0.04% | Add +5.8% | 244,155 | $9.4M |
| Mid-American Wealth Advisory Group, Inc. | 3.57% | No change | 216,453 | $8.4M |
| Centaurus Financial, Inc. | 0.40% | Reduce -0.8% | 218,252 | $8.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -14.8% | 197,233 | $7.6M |
| Cetera Investment Advisers | 0.01% | Add +0.2% | 197,002 | $7.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.1% | 194,938 | $7.5M |
| POM Investment Strategies, LLC | 9.07% | New | 189,826 | $7.3M |
| Wellment Financial | 6.87% | Reduce -0.3% | 144,301 | $5.6M |
| Allianz SE | 0.06% | Add +2629.9% | 136,494 | $5.3M |
| Advyzon Investment Management, LLC | 0.45% | Add +106.5% | 131,095 | $5.0M |
| Elevated Capital Advisors, LLC | 1.17% | New | 120,829 | $4.6M |
| Howard Bailey Securities, LLC | 1.90% | Reduce -3.6% | 120,245 | $4.6M |
| Forty-three Eighteen Advisors, LLC | 3.40% | Reduce -0.3% | 117,528 | $4.5M |
| Outlook Wealth Advisors, LLC | 1.00% | Reduce -50.2% | 107,029 | $4.1M |
| B.O.S.S. Retirement Advisors, LLC | 1.25% | Reduce -7.7% | 106,592 | $4.1M |
| Guardian Capital, LLC | 3.66% | Add +84.3% | 99,498 | $3.8M |
| Integrated Wealth Management | 4.33% | Add +5.5% | 98,059 | $3.8M |
| Blue Bell Private Wealth Management, LLC | 0.51% | Reduce -2.1% | 92,260 | $3.5M |
| World Investment Advisors | 0.05% | New | 80,575 | $3.1M |
| Spire Wealth Management | 0.10% | Reduce -5.7% | 79,066 | $3.0M |
| Elevation Wealth Management LLC | 2.46% | Reduce -8.1% | 69,475 | $2.7M |
| Compass Advisory Group LLC | 0.70% | Reduce -0.2% | 67,588 | $2.6M |
| Networth Advisors, LLC | 1.70% | Reduce -2.1% | 62,413 | $2.4M |
| Long Island Wealth Management, Inc. | 1.08% | No change | 60,525 | $2.3M |
| Great Lakes Retirement, Inc. | 0.24% | Reduce -9.8% | 60,208 | $2.3M |
| PFG Advisors | 0.10% | Reduce -2.4% | 52,914 | $2.0M |
| Advus Financial Partners, LLC | 0.51% | Add +1.3% | 52,440 | $2.0M |
| Csenge Advisory Group | 0.09% | Reduce -3.4% | 51,051 | $2.0M |
| LifeWealth Investments, LLC | 0.56% | Reduce -18.6% | 49,021 | $1.9M |
| SMART Wealth LLC | 0.54% | Add +13.5% | 47,946 | $1.8M |
| Harbour Investments, Inc. | 0.03% | Reduce -4.0% | 46,464 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.3% | 46,378 | $1.8M |
| FSA Advisors, Inc. | 1.17% | Add +15.8% | 46,294 | $1.8M |
| Ausdal Financial Partners, Inc. | 0.08% | New | 46,246 | $1.8M |
| Centennial Advisors, LLC | 2.17% | Reduce -7.1% | 44,270 | $1.7M |
| Modern Wealth Management, LLC | 0.02% | Reduce -5.9% | 32,758 | $1.3M |
| Jane Street Group, LLC | 0.00% | Add +161.2% | 29,466 | $1.1M |
| Secured Retirement Advisors, LLC | 0.60% | Add +1.4% | 27,443 | $1.1M |
| Midwest Financial Network, LLC | 0.77% | Reduce -16.9% | 25,068 | $964K |
| Lloyd Advisory Services, LLC. | 0.26% | Reduce -95.4% | 23,377 | $899K |
| Kingdom Financial Group LLC. | 0.26% | Reduce -5.0% | 23,377 | $899K |
| BIP Wealth, LLC | 0.04% | Reduce -1.8% | 23,348 | $898K |
| Blackston Financial Advisory Group, LLC | 0.52% | Add +2.3% | 21,537 | $829K |
| Authentikos Wealth Advisory, LLC | 0.55% | Add +2.0% | 21,249 | $817K |
| Strategic Blueprint, LLC | 0.05% | No change | 20,977 | $807K |
| Castle Rock Wealth Management, LLC | 0.17% | No change | 19,771 | $764K |
| Diversify Wealth Management, LLC | 0.01% | New | 17,912 | $717K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Reduce -2.9% | 16,217 | $624K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Add +100.0% | 14,650 | $564K |
| Westshore Wealth, LLC | 0.20% | No change | 14,508 | $558K |
| Focus Financial Network, Inc. | 0.02% | Reduce -7.5% | 14,416 | $555K |
| Certified Advisory Corp | 0.05% | No change | 14,253 | $548K |
| Independent Financial Group, LLC | 0.01% | Reduce -11.4% | 13,724 | $528K |
| MML Investors Services, LLC | 0.00% | Reduce -85.0% | 13,203 | $508K |
| Old Mission Capital LLC | 0.01% | Add +52.9% | 13,154 | $506K |
| GTS Financial, LLC | 0.35% | — | 12,486 | $439K |
| Quest 10 Wealth Builders, Inc. | 0.36% | Reduce -4.9% | 10,612 | $408K |
| Foundations Investment Advisors, LLC | 0.01% | Add +21.0% | 10,590 | $407K |
| Stirlingshire Investments, Inc. | 0.36% | Add +7.0% | 10,579 | $407K |
| Taylor Securities Services, Inc. | 0.19% | Add +6.8% | 10,553 | $406K |
| IFP Advisors, Inc | 0.01% | Add +2.3% | 9,998 | $385K |
| FreeGulliver LLC | 0.16% | New | 9,938 | $382K |
| HB Wealth Management, LLC | 0.00% | No change | 9,908 | $381K |
| BCGM Wealth Management, LLC | 0.09% | No change | 9,715 | $374K |
| DHJJ Financial Advisors, Ltd. | 0.12% | Reduce -3.2% | 9,593 | $369K |
| First Heartland Consultants, Inc. | 0.03% | No change | 9,470 | $364K |
| Susquehanna International Group, LLP | 0.00% | Reduce -71.0% | 8,976 | $345K |
| Jim Saulnier & Associates, LLC | 0.15% | No change | 8,140 | $313K |
| Merit Financial Group, LLC | 0.00% | Reduce -6.0% | 8,096 | $311K |
| Panoramic Investment Advisors, LLC | 0.16% | No change | 7,500 | $289K |
| Key Capital Management, INC | 0.19% | Add +16.4% | 7,310 | $281K |
| Grantvest Financial Group LLC | 0.17% | Reduce -17.0% | 6,959 | $268K |
| Clear Point Advisors Inc. | 0.20% | No change | 6,746 | $260K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -0.2% | 6,746 | $260K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 6,635 | $255K |
| BridgePort Financial Solutions, LLC | 0.07% | No change | 6,605 | $254K |
| Private Advisor Group, LLC | 0.00% | Reduce -12.4% | 6,600 | $254K |
| Belpointe Asset Management LLC | 0.01% | No change | 6,490 | $250K |
| Rothschild Wealth LLC | 0.02% | No change | 5,772 | $222K |
| Gaddis Premier Wealth Advisors LLC | 0.16% | Reduce -19.0% | 5,697 | $219K |
| Moors & Cabot, Inc. | 0.01% | Reduce -9.0% | 5,580 | $215K |
| FWG Investments, LLC. | 0.14% | New | 5,576 | $215K |
| RFG Advisory, LLC | 0.00% | New | 5,550 | $214K |
| RIA Advisory Group LLC | 0.05% | No change | 5,500 | $212K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -13.7% | 5,497 | $211K |
| Creative Financial Designs Inc. | 0.01% | Add +27.7% | 3,332 | $128K |
| AdvisorNet Financial, Inc | 0.01% | No change | 3,070 | $118K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -89.8% | 2,144 | $83K |
| MAI Capital Management | 0.00% | No change | 939 | $36K |
| CoreCap Advisors, LLC | 0.00% | No change | 929 | $36K |
| Decker Retirement Planning Inc. | 0.01% | Reduce -11.9% | 608 | $23K |
| Hantz Financial Services, Inc. | 0.00% | New | 178 | $7K |
| JPMorgan Chase & Co. | 0.00% | No change | 99 | $4K |
| UBS Group AG | 0.00% | New | 85 | $3K |
| Assetmark, Inc. | 0.00% | No change | 67 | $3K |
"% 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.