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NVBT AIM ETF PRODUCTS TRUST

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US LRGCP B10 NOV (fund)

21 managers (22 13F filers) reported a position in NVBT shares at 2025-12-31, 556,892 shares in all. 8 filers opened a position and 4 filers sold out during the quarter.

Managers
21
13F filers
22
New
8
Added
9
Reduced
2
Sold out
4
Shares held by filers
556,892

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
LPL Financial LLC91,629$3.38M<0.01%+71,23313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.73,761$2.72M<0.01%+22,98713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC68,426$2.52M<0.01%+40,92013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC63,784$2.35M<0.01%+18,72013F-HRTimeline
Cetera Investment Advisers39,208$1.44M<0.01%+19,81413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…32,513$1.2M<0.01%+3,23913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding30,892$1.14M-38,618Timeline
Lido Advisors, LLCin group Lido Advisors, LLC26,915$992K<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,315$785K<0.01%new13F-HRTimelineGroup
Grantvest Financial Group LLC19,720$727K0.47%+5,32313F-HRTimeline
HARBOUR INVESTMENTS, INC.19,313$712K0.01%+15,20213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…14,752$544K0.01%new13F-HRTimelineGroup
JIM SAULNIER & ASSOCIATES, LLC10,739$396K0.21%013F-HRTimeline
Accurate Wealth Management, LLC9,002$335K0.04%new13F-HRTimeline
Nvest Financial, LLC9,037$333K0.14%new13F-HRTimeline
Sanctuary Advisors, LLC8,895$328K<0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,754$212K<0.01%new13F-HRTimelineGroup
Allianz SEin group Allianz SE5,000$184K<0.01%new13F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC4,806$177K0.03%+8613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,163$42.9K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV268$9.88K<0.01%-913F-HRTimeline