AIM ETF Products Trust - ALLIANZIM US EQU (NVBU) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2024 to Q4 2025

Type / Class
Equity / ALLIANZIM US EQU
Symbol
NVBU
Shares outstanding
1,024,452
Price per share
$29.25
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
1,072,285
Total reported value
$31,041,585
% of total 13F portfolios
0%
Share change
+253,628
Value change
+$7,345,604
Number of holders
33
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of AIM ETF Products Trust - ALLIANZIM US EQU (NVBU) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Savant Capital, LLC 6% $1,653,426 61,672 Savant Capital, LLC 30 Apr 2025

As of 31 Dec 2025, 33 institutional investors reported holding 1,072,285 shares of AIM ETF Products Trust - ALLIANZIM US EQU (NVBU). This represents 105% of the company’s total 1,024,452 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of AIM ETF Products Trust - ALLIANZIM US EQU (NVBU) together control 104% 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
Allianz Investment Management LLC 21% 211,397 0% 3.8% $6,119,732
AE Wealth Management LLC 14% 145,214 -0.73% 0.02% $4,203,803
STEPHENS INC /AR/ 14% 141,646 +17% 0.05% $4,100,510
Cypress Wealth Services, LLC 9.3% 95,679 -4% 0.38% $2,769,811
Allianz SE 8.8% 89,775 0.03% $2,598,896
COMMONWEALTH EQUITY SERVICES, LLC 7.5% 76,783 +61% 0% $2,222,790
SUSQUEHANNA INTERNATIONAL GROUP, LLP 6.6% 68,121 +303% 0% $1,972,035
Savant Capital, LLC 6.1% 62,935 -0.33% 0.01% $1,821,906
SECURED RETIREMENT ADVISORS, LLC 2.1% 21,555 -16% 0.35% $623,996
Arax Advisory Partners 1.6% 16,409 0.01% $475,025
KESTRA PRIVATE WEALTH SERVICES, LLC 1.6% 16,223 0.01% $469,640
SMART Wealth LLC 1.1% 11,423 0.1% $330,685
Creative Planning 1.1% 11,121 0% 0% $321,942
Cetera Investment Advisers 1.1% 11,095 0% $321,189
MONEY CONCEPTS CAPITAL CORP 1.1% 11,018 0.02% $318,960
FSR Wealth Management Ltd. 1% 10,600 -0.51% 0.36% $306,860
FWG Investments, LLC. 0.97% 9,895 +2% 0.18% $286,451
Grantvest Financial Group LLC 0.92% 9,420 +8.9% 0.17% $272,700
JPMORGAN CHASE & CO 0.91% 9,289 -7.1% 0% $268,907
PFG Investments, LLC 0.9% 9,210 0.01% $266,620
FOUNDATIONS INVESTMENT ADVISORS, LLC 0.85% 8,699 0% $251,827
OLD MISSION CAPITAL LLC 0.83% 8,537 -64% 0.01% $247,137
Kestra Advisory Services, LLC 0.48% 4,870 0% $140,982
HARBOUR INVESTMENTS, INC. 0.31% 3,169 0% 0% $91,739
Lloyd Advisory Services, LLC. 0.3% 3,038 0.03% $87,947

Institutional Holders of AIM ETF Products Trust - ALLIANZIM US EQU (NVBU) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 1,072,285 $31,041,585 +$7,345,604 $28.95 33
2025 Q3 734,326 $20,789,614 -$9,066,531 $28.31 20
2025 Q2 1,064,221 $28,281,660 +$12,820,640 $26.58 30
2025 Q1 583,576 $14,398,864 -$1,841,017 $24.81 16
2024 Q4 665,108 $17,043,692 +$16,792,355 $25.56 14