Who Owns AIM ETF PRODUCTS TRUST (JULU)?Hedge Fund & Institutional Holders

$28.94-0.15 (-0.52%)BATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$7.558000500000034e+205T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$24.02$25.55$27.08$28.62$30.15Sep 24Jun 25Mar 26

JULU — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Authentikos Wealth Advisory, LLCNew Position+254K+$7.6B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+171K+$5.0B
Outlook Wealth Advisors, LLCNew Position+117K+$3.5B
STEPHENS INC /AR/New Position+116K+$3.4B
Lloyd Advisory Services, LLC.New Position+84K+$2.5B
SMART Wealth LLCNew Position+79K+$2.4B
FWG Investments, LLC.New Position+58K+$1.7B
Golden Reserve Retirement LLCNew Position+34K+$1.0B
Csenge Advisory GroupNew Position+29K+$855.0M
HOWARD BAILEY SECURITIES, LLCNew Position+24K+$722.0M
Grantvest Financial Group LLCNew Position+22K+$641.0M
LifeWealth Investments, LLCNew Position+21K+$633.0M
Quest 10 Wealth Builders, Inc.New Position+19K+$578.0M
B.O.S.S. Retirement Advisors, LLCNew Position+19K+$565.0M
Transcendent Capital Group LLCNew Position+18K+$521.0M

JULU — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
RFG Advisory, LLCDecreased-10K-$5.9B
OSAIC HOLDINGS, INC.Decreased-3K-$769.3M
JPMORGAN CHASE & CODecreased-809-$697.0M
Great Lakes Retirement, Inc.Decreased-556-$283.2M
Advisory Services Network, LLCClosed Position-2K-$49.7M
Richard W. Paul & Associates, LLCClosed Position-32-$936K
Kestra Advisory Services, LLCDecreased-209-$564K
USA FINANCIAL FORMULASDecreased-14K-$391K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Authentikos Wealth Advisory, LLC254,426$7.6B5.00%Share
2COMMONWEALTH EQUITY SERVICES, LLC171,019$5.0B6.67%Share
3Outlook Wealth Advisors, LLC116,556$3.5B0.78%Share
4STEPHENS INC /AR/115,768$3.4B42.78%Share
5Lloyd Advisory Services, LLC.84,254$2.5B0.97%Share
6SMART Wealth LLC79,311$2.4B0.72%Share
7FWG Investments, LLC.58,176$1.7B1.10%Share
8FSA Advisors, Inc.34,913$1.0B0.72%Share
9Golden Reserve Retirement LLC34,335$1.0B0.19%Share
10OSAIC HOLDINGS, INC.55,475$1.0B1.46%Share
11Csenge Advisory Group28,809$855.0M0.04%Share
12HOWARD BAILEY SECURITIES, LLC24,323$722.0M0.28%Share
13Grantvest Financial Group LLC21,599$641.0M0.41%Share
14LifeWealth Investments, LLC21,306$633.0M0.20%Share
15NBZ Investment Advisors LLC20,457$607.0M0.26%Share
16Quest 10 Wealth Builders, Inc.19,470$578.0M0.52%Share
17B.O.S.S. Retirement Advisors, LLC19,035$565.0M0.18%Share
18Transcendent Capital Group LLC17,548$521.0M0.24%Share
19OLD MISSION CAPITAL LLC14,851$441.0M0.01%Share
20Range Financial Group LLC13,713$407.0M0.14%Share
21Blackston Financial Advisory Group, LLC12,812$380.0M0.23%Share
22Southland Equity Partners LLC8,697$258.0M0.05%Share
23Kingdom Financial Group LLC.4,747$141.0M0.04%Share
24CREATIVE FINANCIAL DESIGNS INC /ADV1,000$29.0M0.00%Share
25Decker Retirement Planning Inc.606$18.0M0.01%Share
26ALLIANZ INVESTMENT MANAGEMENT LLC287,052$8.5M5.34%Share
27RFG Advisory, LLC191,680$5.7M0.11%Share
28FSR Wealth Management Ltd.136,577$4.1M4.77%Share
29USA FINANCIAL FORMULAS69,897$2.1M0.38%Share
30World Investment Advisors50,193$1.5M0.03%Share
31Geneos Wealth Management Inc.59$1.0M0.00%Share
32ENVESTNET ASSET MANAGEMENT INC54,549$1.0M0.00%Share
33Networth Advisors, LLC32,939$978K0.72%Share
34Aegis Wealth Management, Inc.24,894$739K0.58%Share
35PARK AVENUE SECURITIES LLC18,070$537K0.00%Share
36Centennial Advisors, LLC10,595$314K0.41%Share
37Key Capital Management, INC2,910$86K0.09%Share
38AE Wealth Management LLC1,491,909$44K0.00%Share
39HARBOUR INVESTMENTS, INC.986$29K0.00%Share
40OSAIC HOLDINGS, INC.2,058$00.00%Share
41ALLIANZ SE5,000$00.00%Share
42IFP Advisors, Inc4,191$00.00%Share
43Great Lakes Retirement, Inc.9,123$00.00%Share
44AE Wealth Management LLC560$00.00%Share
45AE Wealth Management LLC131$00.00%Share
46AE Wealth Management LLC394$00.00%Share
47Cetera Investment Advisers16,144$00.00%Share
48CENTAURUS FINANCIAL, INC.4,341$00.00%Share
49Kestra Advisory Services, LLC19,077$00.00%Share
50Arax Advisory Partners14,774$00.00%Share

JULU Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202550$35.9B+31
Q3 202519$12.2B-10
Q2 202529$49.3B-6
Q1 202535$53.1B+18
Q4 202417$2.7T+5
Q3 202412$423.6B—

As of Q4 2025, 50 institutional investors hold JULU (AIM ETF PRODUCTS TRUST). The largest holder is Authentikos Wealth Advisory, LLC with $7.6B in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own JULU?

As of Q4 2025, 50 institutional investors report holding JULU (AIM ETF PRODUCTS TRUST) in their 13F filings.

Who is the largest institutional holder of JULU?

The largest institutional holder of JULU is Authentikos Wealth Advisory, LLC with $7.6B in shares.

Is institutional ownership of JULU increasing or decreasing?

This quarter, 15 institutions opened new positions in JULU and 2 closed their positions.