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Disclosery

OCTT AIM ETF PRODUCTS TRUST

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FUND (fund)

45 managers (45 13F filers) reported a position in OCTT shares at 2025-03-31, 3,031,558 shares in all. 4 filers opened a position and 6 filers sold out during the quarter.

Managers
45
13F filers
45
New
4
Added
10
Reduced
19
Sold out
6
Shares held by filers
3,031,558

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
AE Wealth Management LLC1,712,942$63.8M0.54%-9,05113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC209,717$7.81M0.01%-7,83513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.149,867$5.58M0.01%-44,54913F-HRTimelineGroup
Rothschild Wealth LLC134,697$5.01M1.41%+17,47013F-HRTimeline
Wellment Financial119,420$4.44M5.87%-2,05213F-HRTimeline
SMART Wealth LLC115,598$4.3M1.54%+19,81513F-HRTimeline
FWG Investments, LLC.90,085$3.35M3.93%+17,75013F-HRTimeline
Cetera Investment Advisers63,166$2.35M<0.01%-40113F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC40,919$1.52M0.29%-35613F-HRTimeline
LPL Financial LLC35,570$1.32M<0.01%-60013F-HRTimeline
CENTAURUS FINANCIAL, INC.30,339$1.13M0.07%-49713F-HRTimeline
Quest 10 Wealth Builders, Inc.27,559$1.03M1.1%+82713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,355$1.02M<0.01%+18,27913F-HRTimelineGroup
Csenge Advisory Group25,843$924K0.05%+3,18713F-HRTimeline
FSA Advisors, Inc.23,207$864K0.69%+6,41213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.21,114$786K<0.01%013F-HRTimeline
Atria Wealth Solutions, Inc.19,647$731K0.01%-5,69013F-HRTimeline
LifeWealth Investments, LLC18,719$697K0.34%+5,15513F-HR/ATimeline
PANORAMIC INVESTMENT ADVISORS, LLC13,250$493K0.33%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management12,435$463K0.01%-6,73613F-HRTimelineGroup
Bleakley Financial Group, LLC12,310$458K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.11,567$431K0.01%-5,00813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,111$414K<0.01%-1,65113F-HRTimelineGroup
Sanctuary Advisors, LLC10,278$383K<0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,268$382K<0.01%-6,45113F-HRTimelineGroup
Navis Wealth Advisors, LLC9,321$347K0.34%+3,93713F-HRTimeline
B.O.S.S. Retirement Advisors, LLC7,753$289K0.08%+57313F-HRTimeline
Strategic Blueprint, LLC6,668$248K0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,420$239K<0.01%-71513F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…6,386$238K0.03%new13F-HRTimeline
Focus Financial Network, Inc.5,983$223K0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,965$222K<0.01%-5313F-HRTimelineGroup
Mayflower Financial Advisors, LLC5,941$221K0.03%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,793$216K0.02%-2,33713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,542$206K<0.01%-21,23013F-HR/ATimelineGroup
Avidian Wealth Enterprises, LLC5,485$204K0.01%013F-HRTimeline
Allianz Investment Management U.S. LLCin group Allianz SE5,000$181K0.01%013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC3,610$134K<0.01%new13F-HR/ATimelineGroup
Lord & Richards Wealth Management, LLC1,805$67.2K0.08%-4,44613F-HRTimeline
AdvisorNet Financial, Inc1,195$44.5K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV900$33.5K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.633$23K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC125$4.78K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO50$1.86K<0.01%-2113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.