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SEPT AIM ETF PRODUCTS TRUST

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CMN (fund)

34 managers (34 13F filers) reported a position in SEPT shares at 2025-12-31, 2,470,061 shares in all. 6 filers opened a position and 6 filers sold out during the quarter.

Managers
34
13F filers
34
New
6
Added
8
Reduced
14
Sold out
6
Shares held by filers
2,470,061

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
AE Wealth Management LLC1,297,625$45.6M0.26%-8,95013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC394,672$13.9M0.02%-33,23813F-HRTimeline
SMART Wealth LLC102,800$3.61M1.1%new13F-HRTimeline
Wellment Financial94,731$3.33M3.91%+1413F-HRTimeline
FWG Investments, LLC.85,940$3.02M1.93%+2,47913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC65,455$2.3M<0.01%+31,94613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.58,794$2.07M<0.01%-3,29113F-HRTimelineGroup
LPL Financial LLC56,461$1.99M<0.01%-17113F-HRTimeline
Cetera Investment Advisers37,519$1.32M<0.01%-50013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…35,190$1.24M<0.01%+19,64313F-HRTimelineGroup
Nvest Financial, LLC29,623$1.04M0.43%+6,50213F-HRTimeline
Lloyd Advisory Services, LLC.26,711$939K0.36%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.24,680$868K0.78%-24113F-HRTimeline
FSA Advisors, Inc.23,968$843K0.59%-1,00713F-HRTimeline
Csenge Advisory Group21,288$749K0.03%+88613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC17,169$604K<0.01%-8213F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC16,460$579K0.01%-3,00013F-HRTimeline
LifeWealth Investments, LLC13,619$479K0.15%-10013F-HRTimeline
HARBOUR INVESTMENTS, INC.12,349$434K0.01%-4,39413F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC10,427$367K0.19%013F-HRTimeline
Sanctuary Advisors, LLC8,350$294K<0.01%013F-HRTimeline
Focus Financial Network, Inc.6,366$224K0.01%-10013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,635$198K<0.01%-2,40013F-HRTimelineGroup
Allianz SEin group Allianz SE5,000$176K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC4,828$170K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,367$118K<0.01%+3,34913F-HRTimelineGroup
Elevated Capital Advisors, LLC3,041$107K0.02%new13F-HRTimeline
Kingdom Financial Group LLC.2,344$82.4K0.03%new13F-HRTimeline
Networth Advisors, LLC1,857$65.3K0.05%13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,603$56.4K0.01%+1,20313F-HRTimeline
AdvisorNet Financial, Inc1,000$35.2K<0.01%013F-HRTimeline
IFP Advisors, Inc793$27.9K<0.01%-513F-HRTimeline
Decker Retirement Planning Inc.357$12.6K0.01%new13F-HRTimeline
Key Capital Management, INC39$1.37K<0.01%13F-HRTimeline