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Disclosery

OCTT AIM ETF PRODUCTS TRUST

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FUND (fund)

35 managers (35 13F filers) reported a position in OCTT shares at 2025-12-31, 991,973 shares in all. 9 filers opened a position and 4 filers sold out during the quarter.

Managers
35
13F filers
35
New
9
Added
12
Reduced
5
Sold out
4
Shares held by filers
991,973

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
Rothschild Wealth LLC129,252$5.62M0.54%-29,10613F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.125,928$5.48M0.01%+21,97113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC96,784$4.21M0.01%+10,83113F-HRTimeline
Cambridge Investment Research Advisors,…94,479$4.11M0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC83,259$3.62M<0.01%+16,71213F-HRTimelineGroup
Modern Wealth Management, LLC82,086$3.57M0.07%new13F-HRTimeline
Cetera Investment Advisers79,821$3.47M<0.01%+6,52013F-HRTimeline
LPL Financial LLC72,657$3.16M<0.01%+7,59513F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC35,417$1.54M0.23%-1,67313F-HRTimeline
MML INVESTORS SERVICES, LLC21,235$924K<0.01%new13F-HRTimeline
OLD MISSION CAPITAL LLC21,003$914K0.04%new13F-HRTimeline
Sanctuary Advisors, LLC14,881$648K<0.01%+4,60313F-HRTimeline
HARBOUR INVESTMENTS, INC.13,310$579K0.01%+5,13013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC13,250$577K0.31%013F-HRTimeline
Bleakley Financial Group, LLC12,310$536K0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,826$471K<0.01%-1,20413F-HRTimelineGroup
Navis Wealth Advisors, LLC8,621$375K0.16%013F-HRTimeline
Strategic Blueprint, LLC8,465$368K0.02%013F-HRTimeline
Focus Financial Network, Inc.7,715$336K0.01%+34613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC7,134$310K<0.01%+71413F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…6,386$278K0.03%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC6,358$277K<0.01%+1,21713F-HRTimelineGroup
Mayflower Financial Advisors, LLC5,941$259K0.03%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,706$248K0.01%+58513F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,343$232K0.01%-2,01713F-HRTimeline
Moors & Cabot, Inc.5,050$220K0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,017$218K<0.01%new13F-HRTimeline
Allianz SEin group Allianz SE5,000$218K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC4,925$214K<0.01%-2,62113F-HRTimeline
AdvisorNet Financial, Inc1,995$86.8K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV900$39.2K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.633$27.5K<0.01%013F-HRTimeline
IFP Advisors, Inc126$5.48K<0.01%+7613F-HRTimeline
UBS Group AGin group UBS Group AG114$4.96K<0.01%new13F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC46$2K<0.01%new13F-HRTimelineGroup