Skip to content

NVBT AIM ETF PRODUCTS TRUST

Follow

US LRGCP B10 NOV (fund)

24 managers (25 13F filers) reported a position in NVBT shares at 2025-03-31, 1,008,669 shares in all. 4 filers opened a position and 1 filer sold out during the quarter.

Managers
24
13F filers
25
New
4
Added
5
Reduced
9
Sold out
1
Shares held by filers
1,008,669

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Kestra Advisory Services, LLCgroup of 2 filers holding663,159$21.1M+28,515Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.85,325$2.72M0.01%-3,71113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC45,331$1.45M<0.01%-8,22813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…33,200$1.06M<0.01%+11,41213F-HRTimelineGroup
Atria Wealth Solutions, Inc.32,619$1.04M0.01%-2,65213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC22,037$703K<0.01%013F-HRTimelineGroup
Cetera Investment Advisers16,609$529K<0.01%+2,48413F-HRTimeline
Grantvest Financial Group LLC14,682$468K0.38%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC14,467$461K<0.01%-6813F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.14,078$449K0.02%013F-HR/ATimelineGroup
JIM SAULNIER & ASSOCIATES, LLC10,739$342K0.27%+1,56013F-HRTimeline
Mid-American Wealth Advisory Group, Inc.8,710$278K0.15%-90213F-HRTimeline
HARBOUR INVESTMENTS, INC.7,710$246K0.01%-3,62213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,398$236K<0.01%new13F-HRTimelineGroup
PFG Investments, LLC7,090$226K0.01%013F-HRTimeline
OLD MISSION CAPITAL LLC6,829$218K<0.01%-1,83813F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC5,054$161K0.03%+85413F-HRTimeline
Allianz Investment Management U.S. LLCin group Allianz SE5,000$155K0.01%013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC4,522$144K<0.01%new13F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG2,355$75.1K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management1,163$37.1K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC315$10K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV277$8.83K<0.01%-3613F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.