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Disclosery

OCTW AIM ETF PRODUCTS TRUST

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ALLIA US OCT ETF (fund)

100 managers (100 13F filers) reported a position in OCTW shares at 2026-03-31, 10,756,934 shares in all. 11 filers opened a position and 6 filers sold out during the quarter.

Managers
100
13F filers
100
New
11
Added
22
Reduced
44
Sold out
6
Shares held by filers
10,756,934

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
LPL Financial LLC2,268,557$87.3M0.02%-72,26413F-HRTimeline
AE Wealth Management LLC2,223,975$85.6M0.46%-1,66313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,153,580$44.4M0.06%-12,19313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC467,490$18M0.01%+28,67013F-HRTimelineGroup
ACCESS FINANCIAL SERVICES, INC.349,811$13.5M4.77%-14,58913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC244,155$9.39M0.04%+13,40413F-HRTimelineGroup
Mid-American Wealth Advisory Group, Inc.216,453$8.44M3.57%013F-HRTimeline
CENTAURUS FINANCIAL, INC.218,252$8.4M0.4%-1,72113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.197,233$7.59M0.01%-34,11313F-HRTimelineGroup
Cetera Investment Advisers197,002$7.58M0.01%+33613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC194,938$7.5M<0.01%+4,07613F-HRTimelineGroup
POM Investment Strategies, LLC189,826$7.3M9.07%new13F-HRTimeline
Wellment Financial144,301$5.55M6.87%-37713F-HRTimeline
Allianz SEin group Allianz SE136,494$5.25M0.06%+131,49413F-HRTimelineGroup
Advyzon Investment Management, LLC131,095$5.04M0.45%+67,61413F-HRTimeline
Elevated Capital Advisors, LLC120,829$4.65M1.17%new13F-HRTimeline
HOWARD BAILEY SECURITIES, LLC120,245$4.63M1.9%-4,47013F-HRTimeline
Forty-three Eighteen Advisors, LLC117,528$4.52M3.4%-36613F-HRTimeline
Outlook Wealth Advisors, LLC107,029$4.12M1%-107,95413F-HRTimeline
B.O.S.S. Retirement Advisors, LLC106,592$4.1M1.25%-8,91813F-HRTimeline
Guardian Capital, LLC99,498$3.83M3.66%+45,49713F-HRTimeline
Integrated Wealth Management98,059$3.77M4.33%+5,12013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC92,260$3.55M0.51%-2,00713F-HRTimeline
World Investment Advisors80,575$3.1M0.05%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management79,066$3.04M0.1%-4,75013F-HRTimelineGroup
Elevation Wealth Management LLC69,475$2.67M2.46%-6,12013F-HRTimeline
Compass Advisory Group LLC67,588$2.6M0.7%-16013F-HRTimeline
Networth Advisors, LLC62,413$2.4M1.7%-1,35213F-HRTimeline
Long Island Wealth Management, Inc.60,525$2.33M1.08%013F-HRTimeline
Great Lakes Retirement, Inc.60,208$2.32M0.24%-6,54913F-HRTimeline
PFG Advisors52,914$2.04M0.1%-1,28113F-HRTimeline
Csenge Advisory Group51,051$1.96M0.09%-1,81113F-HRTimeline
LifeWealth Investments, LLC49,021$1.89M0.56%-11,23313F-HRTimeline
SMART Wealth LLC47,946$1.84M0.54%+5,70413F-HRTimeline
HARBOUR INVESTMENTS, INC.46,464$1.79M0.03%-1,92013F-HRTimeline
Cambridge Investment Research Advisors,…46,378$1.78M<0.01%-2,59913F-HRTimeline
FSA Advisors, Inc.46,294$1.78M1.17%+6,31813F-HRTimeline
Ausdal Financial Partners, Inc.46,246$1.78M0.08%new13F-HRTimeline
Centennial Advisors, LLC44,270$1.7M2.17%-3,37013F-HRTimeline
Modern Wealth Management, LLC32,758$1.27M0.02%-2,04313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC29,466$1.13M<0.01%+18,18613F-HRTimelineGroup
SECURED RETIREMENT ADVISORS, LLC27,443$1.06M0.6%+37113F-HRTimeline
Midwest Financial Network, LLC25,068$964K0.77%-5,11213F-HRTimeline
Lloyd Advisory Services, LLC.23,377$899K0.26%-484,03213F-HRTimeline
Kingdom Financial Group LLC.23,377$899K0.26%-1,22613F-HRTimeline
BIP Wealth, LLC23,348$898K0.04%-41513F-HRTimeline
Blackston Financial Advisory Group, LLC21,537$829K0.52%+49013F-HRTimeline
Authentikos Wealth Advisory, LLC21,249$817K0.55%+42113F-HRTimeline
Strategic Blueprint, LLC20,977$807K0.05%013F-HRTimeline
Castle Rock Wealth Management, LLC19,771$764K0.17%013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding17,912$717K+1Timeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV16,217$624K0.03%-48713F-HRTimeline
Patriot Financial Group Insurance Agenc…14,650$564K0.03%+7,32513F-HRTimeline
Westshore Wealth, LLC14,508$558K0.2%013F-HRTimeline
Focus Financial Network, Inc.14,416$555K0.02%-1,16313F-HRTimeline
Certified Advisory Corp14,253$548K0.05%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC13,724$528K0.01%-1,77413F-HR/ATimeline
MML INVESTORS SERVICES, LLC13,203$508K<0.01%-74,85313F-HRTimeline
OLD MISSION CAPITAL LLC13,154$506K0.01%+4,55013F-HRTimeline
GTS FINANCIAL, LLC12,486$439K0.35%13F-HRTimeline
Quest 10 Wealth Builders, Inc.10,612$408K0.36%-54913F-HRTimeline
Foundations Investment Advisors, LLC10,590$407K0.01%+1,83913F-HRTimeline
Stirlingshire Investments, Inc.10,579$407K0.36%+69713F-HRTimeline
Taylor Securities Services, Inc.10,553$406K0.19%+67413F-HRTimeline
IFP Advisors, Inc9,998$385K0.01%+22513F-HRTimeline
FreeGulliver LLC9,938$382K0.16%new13F-HRTimeline
HB Wealth Management, LLC9,908$381K<0.01%013F-HRTimeline
BCGM Wealth Management, LLC9,715$374K0.09%013F-HRTimeline
DHJJ Financial Advisors, Ltd.9,593$369K0.12%-31413F-HRTimeline
First Heartland Consultants, Inc.9,470$364K0.03%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,976$345K<0.01%-21,95213F-HRTimelineGroup
JIM SAULNIER & ASSOCIATES, LLC8,140$313K0.15%013F-HRTimeline
Merit Financial Group, LLC8,096$311K<0.01%-51513F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC7,500$289K0.16%013F-HR/ATimeline
Key Capital Management, INC7,310$281K0.19%+1,03213F-HRTimeline
Grantvest Financial Group LLC6,959$268K0.17%-1,42513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC6,746$260K0.01%-1313F-HRTimelineGroup
Clear Point Advisors Inc.6,746$260K0.2%013F-HRTimeline
Avidian Wealth Enterprises, LLC6,635$255K0.01%013F-HRTimeline
BridgePort Financial Solutions, LLC6,605$254K0.07%013F-HRTimeline
Private Advisor Group, LLC6,600$254K<0.01%-93513F-HRTimeline
Belpointe Asset Management LLC6,490$250K0.01%013F-HRTimeline
Rothschild Wealth LLC5,772$222K0.02%013F-HRTimeline
Gaddis Premier Wealth Advisors LLC5,697$219K0.16%-1,34013F-HRTimeline
Moors & Cabot, Inc.5,580$215K0.01%-55013F-HRTimeline
FWG Investments, LLC.5,576$215K0.14%new13F-HRTimeline
RFG Advisory, LLC5,550$214K<0.01%new13F-HRTimeline
RIA Advisory Group LLC5,500$212K0.05%013F-HRTimeline
Main Street Financial Solutions, LLC5,497$211K0.02%-87213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,332$128K0.01%+72213F-HRTimeline
AdvisorNet Financial, Inc3,070$118K0.01%013F-HRTimeline
Farther Finance Advisors, LLC2,144$82.8K<0.01%-18,86213F-HRTimeline
MAI Capital Management939$36.1K<0.01%013F-HRTimeline
CoreCap Advisors, LLC929$35.7K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.608$23.4K0.01%-8213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.178$7K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO99$3.76K<0.01%013F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG85$3.27K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC67$2.58K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY22$846<0.01%new13F-HRTimelineGroup