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Disclosery

OCTU AIM ETF PRODUCTS TRUST

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ALLIANZIM US EQT (fund)

36 managers (36 13F filers) reported a position in OCTU shares at 2026-06-30, 1,703,815 shares in all. 6 filers opened a position and 11 filers sold out during the quarter.

Managers
36
13F filers
36
New
6
Added
8
Reduced
16
Sold out
11
Shares held by filers
1,703,815

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Allianz SEin group Allianz SE512,093$15.6M0.16%+26,24113F-HRTimelineGroup
RFG Advisory, LLC209,942$6.39M0.1%+6,93513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…206,007$6.27M0.07%-2,54413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC171,860$5.23M0.01%-275,48413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…82,117$2.5M<0.01%+51,49313F-HRTimelineGroup
USA FINANCIAL FORMULAS77,505$2.36M0.43%13F-HRTimeline
AE Wealth Management LLC47,990$1.46M0.01%-100,02313F-HRTimeline
OneDigital Investment Advisors LLC44,028$1.34M0.01%-19,82513F-HRTimeline
Savant Capital, LLC43,259$1.32M<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.42,824$1.3M<0.01%-32,21813F-HRTimelineGroup
Arax Advisory Partners26,214$797K0.01%+10,76013F-HRTimeline
Cypress Wealth Services, LLC25,494$776K0.1%013F-HRTimeline
Cetera Investment Advisers23,316$709K<0.01%-41813F-HRTimeline
Regatta Research & Money Management21,856$665K0.63%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,679$538K<0.01%new13F-HRTimelineGroup
OLD MISSION CAPITAL LLC16,940$515K0.01%+2,52513F-HRTimeline
NBZ Investment Advisors LLC13,922$424K0.17%-39613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,527$411K<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding13,483$410K-12,930Timeline
MML INVESTORS SERVICES, LLC12,678$386K<0.01%+74613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC11,804$359K<0.01%-5,56513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,636$324K<0.01%+79913F-HRTimelineGroup
Farther Finance Advisors, LLC8,728$266K<0.01%new13F-HRTimeline
HRT FINANCIAL LP8,455$257K<0.01%new13F-HRTimeline
IFP Advisors, Inc8,190$249K<0.01%+1,68913F-HRTimeline
Patriot Financial Group Insurance Agenc…7,923$241K0.02%-7,92313F-HRTimeline
BCGM Wealth Management, LLC7,901$240K0.05%-1,33913F-HRTimeline
CENTAURUS FINANCIAL, INC.6,241$190K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.5,223$159K<0.01%-1,16613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,651$110K<0.01%-4,90413F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.1,695$51.6K0.01%013F-HRTimeline
Elevated Capital Advisors, LLC217$6.6K<0.01%-8413F-HRTimeline
IFG Advisory, LLC187$5.69K<0.01%new13F-HRTimeline
COUNTRY TRUST BANK134$4.08K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG90$2.74K<0.01%-24913F-HRTimelineGroup
Lloyd Advisory Services, LLC.6$183<0.01%-21413F-HRTimeline