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Disclosery

OCTW AIM ETF PRODUCTS TRUST

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ALLIA US OCT ETF (fund)

88 managers (89 13F filers) reported a position in OCTW shares at 2025-03-31, 10,057,559 shares in all. 7 filers opened a position and 7 filers sold out during the quarter.

Managers
88
13F filers
89
New
7
Added
20
Reduced
41
Sold out
7
Shares held by filers
10,057,559

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
Gradient Investments LLCin group Gradient Investments LLC2,521,655$88.6M1.79%-226,60813F-HRTimelineGroup
AE Wealth Management LLC1,683,618$59.1M0.5%+20,92913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,226,253$43.1M0.06%-30,26413F-HRTimeline
CENTAURUS FINANCIAL, INC.438,748$15.4M0.93%+246,62113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC339,046$11.9M<0.01%+24,08413F-HRTimelineGroup
Cetera Investment Advisers331,779$11.7M0.02%-3,76113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding320,169$11.2M-16,184Timeline
Lloyd Advisory Services, LLC.299,217$10.5M5.28%-9,21213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC285,034$10M0.02%+265,91413F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC239,918$8.43M0.04%-26,62513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.234,182$8.22M0.02%+29,48313F-HRTimelineGroup
B.O.S.S. Retirement Advisors, LLC157,726$5.54M1.61%+78613F-HRTimeline
Wellment Financial134,945$4.74M6.25%+3,78913F-HRTimeline
Mid-American Wealth Advisory Group, Inc.132,550$4.66M2.5%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC115,007$4.04M0.77%-1,35013F-HRTimeline
Outlook Wealth Advisors, LLC113,451$3.98M1.11%-2,37213F-HRTimeline
Atria Wealth Solutions, Inc.88,213$3.1M0.04%-42,48813F-HRTimeline
HOWARD BAILEY SECURITIES, LLC85,509$3M1%+8,24013F-HR/ATimeline
Brown Financial Advisors77,685$2.73M1.13%-18,72913F-HRTimeline
MML INVESTORS SERVICES, LLC74,240$2.61M0.01%013F-HRTimeline
Compass Advisory Group LLC69,833$2.45M0.85%-1,39413F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC68,316$2.4M0.45%13F-HRTimeline
PFG Advisors61,652$2.17M0.12%-1,21613F-HRTimeline
Great Lakes Retirement, Inc.56,841$2M0.26%-3,10113F-HRTimeline
Cambridge Investment Research Advisors,…52,313$1.84M0.01%+20,12313F-HRTimeline
GeoWealth Management, LLC48,786$1.71M0.07%+12,70613F-HRTimeline
Mattson Financial Services, LLC47,480$1.67M0.5%new13F-HRTimeline
LifeWealth Investments, LLC42,802$1.5M0.72%+19,19513F-HR/ATimeline
Strategic Blueprint, LLC42,689$1.5M0.08%-5,06013F-HRTimeline
LPL Financial LLC41,021$1.44M<0.01%-5,59513F-HRTimeline
Midwest Financial Network, LLC40,587$1.43M1.42%-68913F-HRTimeline
Paladin Wealth, LLC40,331$1.42M1.27%-19,33013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.32,357$1.14M0.01%+1,24513F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC31,914$1.12M0.72%+2,81913F-HRTimeline
HARBOUR INVESTMENTS, INC.29,328$1.03M0.03%-14,58513F-HRTimeline
SMART Wealth LLC28,525$1M0.36%-1,88213F-HRTimeline
Long Island Wealth Management, Inc.23,686$832K0.51%013F-HRTimeline
FSA Advisors, Inc.20,773$730K0.58%+4,27313F-HRTimeline
WealthPLAN Partners, LLC19,680$691K0.1%-17713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management18,353$645K0.02%-3,95813F-HRTimelineGroup
RED CRANE WEALTH MANAGEMENT, LLC17,825$626K0.6%-1,48513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV17,802$625K0.05%-6,84513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,385$611K<0.01%-37,73913F-HRTimelineGroup
Certified Advisory Corp15,403$541K0.06%-1,06613F-HRTimeline
Lord & Richards Wealth Management, LLC15,353$539K0.61%-3,49413F-HRTimeline
Csenge Advisory Group15,735$538K0.03%+1,06913F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …15,300$536K0.03%013F-HRTimelineGroup
WealthPlan Investment Management, LLC12,238$430K0.04%-3,59513F-HRTimeline
DHJJ Financial Advisors, Ltd.11,990$421K0.17%-91013F-HRTimeline
Castle Rock Wealth Management, LLC11,978$421K0.11%013F-HRTimeline
Focus Financial Network, Inc.11,879$417K0.02%+96713F-HRTimeline
Blackston Financial Advisory Group, LLC11,547$406K0.28%new13F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,344$398K<0.01%new13F-HRTimelineGroup
HB Wealth Management, LLC9,908$348K<0.01%013F-HRTimeline
Diligent Investors, LLC8,910$313K0.08%013F-HRTimeline
Foundations Investment Advisors, LLC8,900$313K0.01%-3,32113F-HRTimeline
Kingdom Financial Group LLC.8,763$308K0.23%-44013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,716$306K0.01%-1,81513F-HRTimeline
Grantvest Financial Group LLC8,491$298K0.24%-14313F-HRTimeline
Copley Financial Group, Inc.8,172$287K0.22%-1,09213F-HR/ATimeline
JIM SAULNIER & ASSOCIATES, LLC8,140$286K0.22%013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC7,500$263K0.18%013F-HRTimeline
Clear Point Advisors Inc.7,306$257K0.23%013F-HRTimeline
Wealth Group, Ltd.6,911$243K0.16%-94013F-HRTimeline
Signal Advisors Wealth, LLC6,889$242K0.02%new13F-HRTimeline
Private Advisor Group, LLC6,600$232K<0.01%013F-HRTimeline
Belpointe Asset Management LLC6,490$228K0.01%-1,96213F-HRTimeline
Main Street Financial Solutions, LLC6,369$224K0.02%013F-HRTimeline
Quest 10 Wealth Builders, Inc.6,050$212K0.23%+3,25413F-HRTimeline
IFP Advisors, Inc5,091$179K0.01%013F-HRTimeline
Allianz Investment Management U.S. LLCin group Allianz SE5,000$173K0.01%013F-HRTimelineGroup
Transce3nd, LLC3,143$110K0.05%-2413F-HRTimeline
AdvisorNet Financial, Inc3,070$108K0.01%013F-HRTimeline
Park Square Financial Group, LLC2,875$101K0.08%+1,92913F-HRTimeline
UBS Group AGin group UBS Group AG2,673$93.9K<0.01%+2,51913F-HRTimelineGroup
Farther Finance Advisors, LLC2,144$75.5K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,500$52.7K<0.01%013F-HRTimelineGroup
Capital A Wealth Management, LLC1,019$35.8K0.04%-2,15013F-HRTimeline
CoreCap Advisors, LLC966$33.9K<0.01%-413F-HRTimeline
MAI Capital Management939$33K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV843$29.6K<0.01%-3113F-HRTimeline
Pineridge Advisors LLC780$27.4K0.01%+613F-HRTimeline
Steward Partners Investment Advisory, L…655$23K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.381$13.4K0.01%-413F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC200$7.02K<0.01%new13F-HR/ATimelineGroup
Richard W. Paul & Associates, LLC153$5.37K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC21$725<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.