| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Savant Capital, LLC | 6% | $1,533,783 | 61,672 | Savant Capital, LLC | 30 Apr 2025 |
As of 30 Sep 2025, 20 institutional investors reported holding 734,326 shares of AIM ETF Products Trust - ALLIANZIM US EQU (NVBU). This represents 72% of the company’s total 1,024,452 outstanding shares.
The largest institutional shareholders of AIM ETF Products Trust - ALLIANZIM US EQU (NVBU) together control 72% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| AE Wealth Management LLC | 14% | 146,283 | -54% | 0.03% | $4,141,491 |
| Allianz Investment Management U.S. LLC | 12% | 127,275 | -16% | 0.13% | $3,603,333 |
| STEPHENS INC /AR/ | 12% | 120,917 | +0.43% | 0.04% | $3,423,330 |
| Cypress Wealth Services, LLC | 9.7% | 99,652 | 0% | 0.46% | $2,821,288 |
| Savant Capital, LLC | 6.2% | 63,144 | +2.4% | 0.01% | $1,787,696 |
| COMMONWEALTH EQUITY SERVICES, LLC | 4.7% | 47,797 | -9.6% | 0% | $1,353,000 |
| SECURED RETIREMENT ADVISORS, LLC | 2.5% | 25,665 | -8.1% | 0.41% | $726,612 |
| OLD MISSION CAPITAL LLC | 2.3% | 23,820 | +130% | 0.02% | $674,377 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.7% | 16,905 | +66% | 0% | $478,604 |
| Creative Planning | 1.1% | 11,121 | 0% | 0% | $314,851 |
| FSR Wealth Management Ltd. | 1% | 10,654 | -13% | 0.36% | $301,630 |
| JPMORGAN CHASE & CO | 0.98% | 10,000 | 0% | $283,114 | |
| FWG Investments, LLC. | 0.95% | 9,703 | +13% | 0.19% | $274,706 |
| Grantvest Financial Group LLC | 0.84% | 8,647 | 0.17% | $244,809 | |
| BARCLAYS PLC | 0.51% | 5,214 | -6.6% | 0% | $147,616 |
| HARBOUR INVESTMENTS, INC. | 0.31% | 3,169 | 0% | 0% | $89,719 |
| Quest 10 Wealth Builders, Inc. | 0.27% | 2,806 | -17% | 0.07% | $79,442 |
| IFP Advisors, Inc | 0.12% | 1,190 | +27% | 0% | $33,692 |
| UBS Group AG | 0.02% | 249 | 0% | $7,049 | |
| OSAIC HOLDINGS, INC. | 0.01% | 115 | -65% | 0% | $3,256 |
| Great Lakes Retirement, Inc. | 0% | 0 | -100% | $0 | |
| Lloyd Advisory Services, LLC. | 0% | 0 | -100% | $0 | |
| Pineridge Advisors LLC | 0% | 0 | -100% | $0 | |
| HOWARD BAILEY SECURITIES, LLC | 0% | 0 | -100% | $0 | |
| LifeWealth Investments, LLC | 0% | 0 | -100% | $0 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 95,679 | $2,769,811 | -$115,014 | $28.95 | 1 |
| 2025 Q3 | 734,326 | $20,789,615 | -$9,047,767 | $28.31 | 20 |
| 2025 Q2 | 1,064,221 | $28,281,660 | +$12,820,642 | $26.58 | 30 |
| 2025 Q1 | 583,576 | $14,398,864 | -$1,841,017 | $24.81 | 16 |
| 2024 Q4 | 665,108 | $17,043,860 | +$16,792,525 | $25.56 | 14 |