22 institutions reported holding $24.3M of AIM ETF PRODUCTS TRUST (OCTU) in SEC 13F filings for 2026-06-30. Largest institutional holders: RFG Advisory, LLC ($6.4M), STEPHENS INC /AR/ ($6.3M), COMMONWEALTH EQUITY SERVICES, LLC ($5.2M), USA FINANCIAL FORMULAS ($2.4M), AE Wealth Management LLC ($1.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | RFG Advisory, LLC | $6.4M | 209,942 | Added |
| 2 | STEPHENS INC /AR/ | $6.3M | 206,007 | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $5.2M | 171,860 | Trimmed |
| 4 | USA FINANCIAL FORMULAS | $2.4M | 77,505 | New |
| 5 | AE Wealth Management LLC | $1.5M | 47,990 | Trimmed |
| 6 | Cypress Wealth Services, LLC | $775,527 | 25,494 | Hold |
| 7 | Kestra Advisory Services, LLC | $410,153 | 13,483 | Trimmed |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $323,547 | 10,636 | Added |
| 9 | Farther Finance Advisors, LLC | $265,506 | 8,728 | New |
| 10 | IFP Advisors, Inc | $249,140 | 8,190 | Added |
| 11 | Patriot Financial Group Insurance Agency, LLC | $241,018 | 7,923 | Trimmed |
| 12 | BCGM Wealth Management, LLC | $240,348 | 7,901 | Trimmed |
| 13 | DHJJ Financial Advisors, Ltd. | $51,562 | 1,695 | Hold |
| 14 | Elevated Capital Advisors, LLC | $6,601 | 217 | Trimmed |
| 15 | COUNTRY TRUST BANK | $4,076 | 134 | New |
| 16 | Networth Advisors, LLC | $0 | 0 | Exited |
| 17 | KESTRA PRIVATE WEALTH SERVICES, LLC | $0 | 0 | Exited |
| 18 | FSR Wealth Management Ltd. | $0 | 0 | Exited |
| 19 | FWG Investments, LLC. | $0 | 0 | Exited |
| 20 | Decker Retirement Planning Inc. | $0 | 0 | Exited |
| 21 | Quest 10 Wealth Builders, Inc. | $0 | 0 | Exited |
| 22 | Key Capital Management, INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30