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Disclosery

OCTW AIM ETF PRODUCTS TRUST

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ALLIA US OCT ETF (fund)

89 managers (90 13F filers) reported a position in OCTW shares at 2024-12-31, 9,695,203 shares in all. 37 filers opened a position and 6 filers sold out during the quarter.

Managers
89
13F filers
90
New
37
Added
18
Reduced
12
Sold out
6
Shares held by filers
9,695,203

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Gradient Investments LLCin group Gradient Investments LLC2,748,263$97.7M1.98%new13F-HRTimelineGroup
AE Wealth Management LLC1,662,689$59.1M0.5%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,256,517$44.7M0.07%+72,76413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding336,353$12M+230,489Timeline
Cetera Investment Advisers335,540$11.9M0.02%+263,89613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC314,962$11.2M<0.01%13F-HR/ATimelineGroup
Lloyd Advisory Services, LLC.308,429$11M5.2%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC266,543$9.48M0.05%+55,72213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.204,699$7.28M0.02%+83,73713F-HR/ATimelineGroup
CENTAURUS FINANCIAL, INC.192,127$6.83M0.42%+103,82713F-HRTimeline
B.O.S.S. Retirement Advisors, LLC156,940$5.58M1.56%new13F-HRTimeline
Wellment Financial131,156$4.66M5.86%13F-HRTimeline
Atria Wealth Solutions, Inc.130,701$4.65M0.05%+63,15213F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC116,357$4.14M0.79%-91613F-HRTimeline
Outlook Wealth Advisors, LLC115,823$4.12M1.18%new13F-HRTimeline
Brown Financial Advisors96,414$3.43M1.38%new13F-HRTimeline
HOWARD BAILEY SECURITIES, LLC77,269$2.75M1.02%new13F-HRTimeline
MML INVESTORS SERVICES, LLC74,240$2.64M0.01%new13F-HRTimeline
Compass Advisory Group LLC71,227$2.53M0.91%-50013F-HRTimeline
PFG Advisors62,868$2.24M0.14%+1,47513F-HRTimeline
Great Lakes Retirement, Inc.59,942$2.13M0.28%new13F-HRTimeline
Paladin Wealth, LLC59,661$2.12M1.83%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…55,124$1.96M<0.01%new13F-HRTimelineGroup
Strategic Blueprint, LLC47,749$1.7M0.1%-26,37313F-HRTimeline
Authentikos Wealth Advisory, LLC46,914$1.67M1.65%new13F-HRTimeline
LPL Financial LLC46,616$1.66M<0.01%+2,78113F-HRTimeline
HARBOUR INVESTMENTS, INC.43,913$1.56M0.04%+13,18013F-HRTimeline
Midwest Financial Network, LLC41,276$1.47M1.53%13F-HRTimeline
GeoWealth Management, LLC36,080$1.28M0.04%new13F-HRTimeline
Cambridge Investment Research Advisors,…32,190$1.15M<0.01%+2,59113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.31,112$1.11M0.01%+23,55513F-HRTimeline
SMART Wealth LLC30,407$1.08M0.38%new13F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC29,095$1.03M0.59%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV24,647$876K0.06%-1,50713F-HRTimeline
Long Island Wealth Management, Inc.23,686$842K0.53%-11,97013F-HRTimeline
LifeWealth Investments, LLC23,607$839K0.56%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management22,311$793K0.02%+16,77913F-HRTimelineGroup
WealthPLAN Partners, LLC19,857$706K0.1%new13F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC19,310$687K0.65%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,120$680K<0.01%new13F-HRTimelineGroup
Lord & Richards Wealth Management, LLC18,847$670K1.41%13F-HRTimeline
FSA Advisors, Inc.16,500$587K0.72%new13F-HRTimeline
Certified Advisory Corp16,469$586K0.06%+2,83513F-HRTimeline
WealthPlan Investment Management, LLC15,833$563K0.06%new13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …15,300$542K0.03%-1,40013F-HRTimelineGroup
Csenge Advisory Group14,666$521K0.03%-5,91213F-HRTimeline
DHJJ Financial Advisors, Ltd.12,900$459K0.18%-3,69513F-HRTimeline
Foundations Investment Advisors, LLC12,221$435K0.01%new13F-HRTimeline
Castle Rock Wealth Management, LLC11,978$434K0.1%013F-HRTimeline
Focus Financial Network, Inc.10,912$388K0.02%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,531$374K0.01%+3,35613F-HRTimeline
HB Wealth Management, LLC9,908$352K<0.01%013F-HRTimeline
Riggs Capital Management LLC9,436$336K0.33%13F-HRTimeline
Copley Financial Group, Inc.9,264$329K0.25%new13F-HRTimeline
Kingdom Financial Group LLC.9,203$327K0.22%new13F-HRTimeline
Diligent Investors, LLC8,910$317K0.07%-1,50013F-HRTimeline
Grantvest Financial Group LLC8,634$307K0.34%13F-HRTimeline
Belpointe Asset Management LLC8,452$295K0.02%+1,96213F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC8,140$289K0.25%new13F-HRTimeline
Wealth Group, Ltd.7,851$279K0.18%-2,60113F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC7,500$267K0.17%013F-HRTimeline
Clear Point Advisors Inc.7,306$260K0.22%013F-HRTimeline
GTS SECURITIES LLC6,918$246K0.01%new13F-HRTimeline
Private Advisor Group, LLC6,600$235K<0.01%013F-HRTimeline
Main Street Financial Solutions, LLC6,369$226K0.02%new13F-HRTimeline
OLD MISSION CAPITAL LLC6,152$219K0.01%new13F-HRTimeline
RIA Advisory Group LLC5,687$202K0.07%new13F-HRTimeline
Rothschild Wealth LLC5,675$202K0.06%-3,26313F-HRTimeline
IFP Advisors, Inc5,091$181K0.01%+15013F-HRTimeline
Allianz Investment Management U.S. LLCin group Allianz SE5,000$178K0.01%013F-HRTimelineGroup
Capital A Wealth Management, LLC3,169$113K0.19%13F-HRTimeline
Transce3nd, LLC3,167$113K0.04%13F-HRTimeline
Global Retirement Partners, LLC3,119$111K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc3,070$109K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.2,796$99.4K0.1%13F-HRTimeline
Farther Finance Advisors, LLC2,144$76.2K<0.01%+2,12413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,500$53.3K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC970$34.5K<0.01%013F-HRTimeline
Park Square Financial Group, LLC946$33.6K0.02%13F-HRTimeline
MAI Capital Management939$33.4K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV874$31.1K<0.01%new13F-HRTimeline
Pineridge Advisors LLC774$27.5K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…655$23.3K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC400$14.3K<0.01%new13F-HRTimeline
Decker Retirement Planning Inc.385$13.7K0.01%13F-HRTimeline
UBS Group AGin group UBS Group AG154$5.48K<0.01%new13F-HRTimelineGroup
Richard W. Paul & Associates, LLC153$5.44K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC1$36<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.