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Disclosery

OCTW AIM ETF PRODUCTS TRUST

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ALLIA US OCT ETF (fund)

95 managers (96 13F filers) reported a position in OCTW shares at 2025-12-31, 10,972,339 shares in all. 33 filers opened a position and 4 filers sold out during the quarter.

Managers
95
13F filers
96
New
33
Added
23
Reduced
10
Sold out
4
Shares held by filers
10,972,339

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
LPL Financial LLC2,340,821$91.3M0.02%+524,47413F-HRTimeline
AE Wealth Management LLC2,225,638$86.8M0.5%+2,217,65413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,165,773$45.5M0.06%+32,64613F-HRTimeline
Lloyd Advisory Services, LLC.507,409$19.8M7.68%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC438,820$17.1M0.01%+19,83213F-HRTimelineGroup
ACCESS FINANCIAL SERVICES, INC.364,400$14.2M5.17%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.231,346$9.02M0.01%+82,56913F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC230,751$9M0.04%+22,22013F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.219,973$8.58M0.39%+11,71313F-HRTimeline
Mid-American Wealth Advisory Group, Inc.216,453$8.44M3.57%new13F-HRTimeline
Outlook Wealth Advisors, LLC214,983$8.38M1.9%new13F-HRTimeline
Cetera Investment Advisers196,666$7.67M0.01%+11,20813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC190,862$7.44M<0.01%+8,64413F-HRTimelineGroup
Wellment Financial144,678$5.64M6.63%new13F-HRTimeline
HOWARD BAILEY SECURITIES, LLC124,715$4.86M1.92%new13F-HRTimeline
Forty-three Eighteen Advisors, LLC117,894$4.6M3.57%13F-HRTimeline
B.O.S.S. Retirement Advisors, LLC115,510$4.5M1.42%new13F-HRTimeline
Allianz SEgroup of 2 filers holding99,238$3.87MnewTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC94,267$3.68M0.54%-4,73713F-HRTimeline
Integrated Wealth Management92,939$3.62M4.07%13F-HRTimeline
MML INVESTORS SERVICES, LLC88,056$3.43M0.01%+1,70613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management83,816$3.27M0.11%+65,46313F-HRTimelineGroup
Elevation Wealth Management LLC75,595$2.95M2.83%13F-HRTimeline
Compass Advisory Group LLC67,748$2.64M0.71%-30013F-HRTimeline
Great Lakes Retirement, Inc.66,757$2.6M0.27%new13F-HRTimeline
Networth Advisors, LLC63,765$2.49M1.84%13F-HRTimeline
Advyzon Investment Management, LLC63,481$2.48M0.29%+56,64613F-HRTimeline
Long Island Wealth Management, Inc.60,525$2.36M1.12%013F-HRTimeline
LifeWealth Investments, LLC60,254$2.35M0.74%new13F-HRTimeline
PFG Advisors54,195$2.11M0.1%+3,39913F-HRTimeline
Guardian Capital, LLC54,001$2.11M1.89%13F-HRTimeline
Csenge Advisory Group52,862$2.06M0.09%new13F-HRTimeline
Cambridge Investment Research Advisors,…48,977$1.91M0.01%+6,16413F-HRTimeline
HARBOUR INVESTMENTS, INC.48,384$1.89M0.04%+32,87113F-HRTimeline
Centennial Advisors, LLC47,640$1.86M2.41%13F-HRTimeline
SMART Wealth LLC42,242$1.65M0.5%new13F-HRTimeline
FSA Advisors, Inc.39,976$1.56M1.09%new13F-HRTimeline
Modern Wealth Management, LLC34,801$1.36M0.02%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…30,928$1.21M<0.01%+18,65613F-HRTimelineGroup
Midwest Financial Network, LLC30,180$1.18M0.91%-11,89813F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC27,072$1.06M0.59%-3,78713F-HRTimeline
Kingdom Financial Group LLC.24,603$960K0.3%new13F-HRTimeline
BIP Wealth, LLC23,763$927K0.03%new13F-HRTimeline
Blackston Financial Advisory Group, LLC21,047$821K0.5%new13F-HRTimeline
Farther Finance Advisors, LLC21,006$819K0.01%+18,86213F-HRTimeline
Strategic Blueprint, LLC20,977$818K0.05%-21,86513F-HRTimeline
Authentikos Wealth Advisory, LLC20,828$812K0.54%new13F-HRTimeline
Castle Rock Wealth Management, LLC19,771$773K0.17%+1,55813F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …17,911$704K0.02%013F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV16,704$651K0.03%-18213F-HRTimeline
Focus Financial Network, Inc.15,579$608K0.02%+2,04413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC15,498$604K0.01%+3,09013F-HRTimeline
Westshore Wealth, LLC14,508$566K0.19%new13F-HRTimeline
Certified Advisory Corp14,253$556K0.05%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,280$440K<0.01%new13F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.11,161$435K0.39%new13F-HRTimeline
HB Wealth Management, LLC9,908$386K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.9,907$386K0.13%-1,32813F-HRTimeline
Stirlingshire Investments, Inc.9,882$385K0.34%13F-HRTimeline
Taylor Securities Services, Inc.9,879$385K0.18%13F-HRTimeline
IFP Advisors, Inc9,773$381K0.01%+34313F-HRTimeline
BCGM Wealth Management, LLC9,715$379K0.1%new13F-HRTimeline
First Heartland Consultants, Inc.9,470$369K0.03%new13F-HRTimeline
Foundations Investment Advisors, LLC8,751$341K<0.01%-3,89113F-HRTimeline
Merit Financial Group, LLC8,611$336K<0.01%013F-HRTimeline
OLD MISSION CAPITAL LLC8,604$336K0.01%new13F-HRTimeline
Grantvest Financial Group LLC8,384$327K0.21%+29213F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC8,140$317K0.16%013F-HRTimeline
Private Advisor Group, LLC7,535$294K<0.01%013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC7,500$292K0.16%013F-HRTimeline
Patriot Financial Group Insurance Agenc…7,325$286K0.03%new13F-HRTimeline
Gaddis Premier Wealth Advisors LLC7,037$274K0.21%13F-HRTimeline
Signal Advisors Wealth, LLC6,820$266K0.02%-7,48813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC6,759$264K0.01%new13F-HRTimelineGroup
Clear Point Advisors Inc.6,746$263K0.2%-56013F-HRTimeline
Avidian Wealth Enterprises, LLC6,635$259K0.01%new13F-HRTimeline
BridgePort Financial Solutions, LLC6,605$258K0.07%new13F-HRTimeline
Belpointe Asset Management LLC6,490$253K0.01%013F-HRTimeline
Main Street Financial Solutions, LLC6,369$248K0.02%013F-HRTimeline
Key Capital Management, INC6,278$245K0.24%13F-HRTimeline
Moors & Cabot, Inc.6,130$239K0.01%new13F-HRTimeline
Rothschild Wealth LLC5,772$225K0.02%new13F-HR/ATimeline
RIA Advisory Group LLC5,500$214K0.05%013F-HRTimeline
Diligent Investors, LLC5,410$211K0.05%013F-HRTimeline
Global Retirement Partners, LLC3,119$122K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc3,070$120K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,610$102K0.01%+1,73413F-HRTimeline
Arax Advisory Partners947$36.9K<0.01%013F-HRTimeline
MAI Capital Management939$36.6K<0.01%013F-HRTimeline
CoreCap Advisors, LLC929$36.2K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.690$26.9K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…649$25.3K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO99$3.86K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC67$2.61K<0.01%new13F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC5$195<0.01%new13F-HRTimelineGroup