Skip to content
Disclosery

OCTW AIM ETF PRODUCTS TRUST

Follow

ALLIA US OCT ETF (fund)

81 managers (82 13F filers) reported a position in OCTW shares at 2026-06-30, 6,990,925 shares in all. 9 filers opened a position and 29 filers sold out during the quarter.

Managers
81
13F filers
82
New
9
Added
15
Reduced
34
Sold out
29
Shares held by filers
6,990,925

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
LPL Financial LLC2,212,139$90.5M0.02%-56,41813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,140,163$46.6M0.06%-13,41713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC508,418$20.8M0.01%+40,92813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC249,190$10.2M<0.01%+54,25213F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC230,127$9.41M0.03%-14,02813F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.216,813$8.87M0.35%-1,43913F-HRTimeline
Advyzon Investment Management, LLC207,260$8.48M0.62%+76,16513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.189,674$7.76M0.01%-7,55913F-HRTimelineGroup
Cetera Investment Advisers184,697$7.56M0.01%-12,30513F-HRTimeline
Allianz SEin group Allianz SE167,279$6.84M0.07%+30,78513F-HRTimelineGroup
Guardian Capital, LLC136,626$5.59M4.57%+37,12813F-HRTimeline
Forty-three Eighteen Advisors, LLC117,113$4.79M3.22%-41513F-HRTimeline
World Investment Advisors88,691$3.63M0.06%+8,11613F-HRTimeline
MML INVESTORS SERVICES, LLC87,868$3.59M0.01%+74,66513F-HRTimeline
Ausdal Financial Partners, Inc.85,533$3.5M0.14%+39,28713F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC84,833$3.47M0.43%-7,42713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management75,586$3.09M0.09%-3,48013F-HRTimelineGroup
Elevation Wealth Management LLC68,745$2.81M2.11%-73013F-HRTimeline
Compass Advisory Group LLC66,115$2.7M0.64%-1,47313F-HRTimeline
Elevated Capital Advisors, LLC61,179$2.5M0.69%-59,65013F-HRTimeline
Long Island Wealth Management, Inc.60,525$2.48M1.02%013F-HRTimeline
PFG Advisors51,697$2.11M0.11%-1,21713F-HRTimeline
Advus Financial Partners, LLC51,223$2.1M0.6%new13F-HR/ATimeline
Cambridge Investment Research Advisors,…45,558$1.86M<0.01%-82013F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…39,556$1.62M<0.01%+30,58013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.37,749$1.54M0.02%-8,71513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding35,824$1.47M+17,912Timeline
SECURED RETIREMENT ADVISORS, LLC28,320$1.16M0.59%+87713F-HRTimeline
Summit Financial, LLC25,940$1.06M0.01%new13F-HRTimeline
AE Wealth Management LLC25,537$1.04M<0.01%-2,198,43813F-HRTimeline
BIP Wealth, LLC22,310$913K0.03%-1,03813F-HRTimeline
Midwest Financial Network, LLC21,705$888K0.61%-3,36313F-HRTimeline
Strategic Blueprint, LLC20,977$858K0.04%013F-HRTimeline
IFG Advisory, LLC20,776$850K0.03%new13F-HRTimeline
Castle Rock Wealth Management, LLC19,771$809K0.16%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV17,090$699K0.03%+87313F-HRTimeline
Westshore Wealth, LLC14,508$594K0.18%013F-HRTimeline
Focus Financial Network, Inc.14,462$592K0.02%+4613F-HRTimeline
Certified Advisory Corp14,003$573K0.05%-25013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC13,424$549K0.01%-30013F-HRTimeline
OLD MISSION CAPITAL LLC13,222$541K0.01%+6813F-HRTimeline
GTS FINANCIAL, LLC12,486$462K0.34%013F-HRTimeline
Stirlingshire Investments, Inc.10,198$417K0.31%-38113F-HRTimeline
Taylor Securities Services, Inc.10,150$415K0.17%-40313F-HRTimeline
IFP Advisors, Inc9,948$407K0.01%-5013F-HRTimeline
FreeGulliver LLC9,938$407K0.14%013F-HRTimeline
HB Wealth Management, LLC9,908$405K<0.01%013F-HRTimeline
BCGM Wealth Management, LLC9,715$397K0.08%013F-HRTimeline
DHJJ Financial Advisors, Ltd.9,560$391K0.11%-3313F-HRTimeline
First Heartland Consultants, Inc.9,470$387K0.03%013F-HRTimeline
Csenge Advisory Group8,631$353K0.01%-42,42013F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC8,140$333K0.13%013F-HRTimeline
Merit Financial Group, LLC7,883$322K<0.01%-21313F-HR/ATimeline
PANORAMIC INVESTMENT ADVISORS, LLC7,500$307K0.15%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC6,773$277K0.01%+2713F-HRTimelineGroup
Grantvest Financial Group LLC6,667$273K0.16%-29213F-HRTimeline
Avidian Wealth Enterprises, LLC6,635$271K0.01%013F-HRTimeline
BridgePort Financial Solutions, LLC6,605$270K0.07%013F-HRTimeline
Private Advisor Group, LLC6,600$270K<0.01%013F-HRTimeline
Belpointe Asset Management LLC6,490$266K0.01%013F-HRTimeline
RIA Advisory Group LLC5,500$225K0.05%013F-HRTimeline
Main Street Financial Solutions, LLC5,497$225K0.01%013F-HRTimeline
Gaddis Premier Wealth Advisors LLC5,472$224K0.14%-22513F-HRTimeline
Moors & Cabot, Inc.5,330$218K0.01%-25013F-HRTimeline
RFG Advisory, LLC5,262$215K<0.01%-28813F-HRTimeline
Rothschild Wealth LLC4,993$204K0.02%-77913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,892$200K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV3,367$138K0.01%+3513F-HRTimeline
Global Retirement Partners, LLC3,119$128K<0.01%13F-HRTimeline
AdvisorNet Financial, Inc3,070$126K0.01%013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC2,515$104K0.01%13F-HRTimeline
Farther Finance Advisors, LLC2,144$87.7K<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.1,430$58.5K0.02%-21,94713F-HRTimeline
POM Investment Strategies, LLC1,207$49.4K0.06%-188,61913F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC1,007$41.2K0.02%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…157$6.42K<0.01%new13F-HRTimelineGroup
Archer Investment Corp140$5.73K<0.01%new13F-HR/ATimeline
Networth Advisors, LLC134$5.48K<0.01%-62,27913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO99$4.04K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC67$2.74K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$10<0.01%new13F-HRTimelineGroupAmount filed as zero, left out of ratios.