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

$4.432411164103979e+146T

% 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
AE Wealth Management LLCNew Position+1.5M+$44.4M
Sanctuary Advisors, LLCNew Position+1.5M+$40.9M
ALLIANZ INVESTMENT MANAGEMENT LLCNew Position+287K+$8.5M
Authentikos Wealth Advisory, LLCNew Position+254K+$7.6M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+171K+$5.0M
FSR Wealth Management Ltd.New Position+137K+$4.1M
Outlook Wealth Advisors, LLCNew Position+117K+$3.5M
STEPHENS INC /AR/New Position+116K+$3.4M
Lloyd Advisory Services, LLC.New Position+84K+$2.5M
SMART Wealth LLCNew Position+79K+$2.4M
FWG Investments, LLC.New Position+58K+$1.7M
World Investment AdvisorsNew Position+50K+$1.5M
Golden Reserve Retirement LLCNew Position+34K+$1.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+55K+$1.0M
Networth Advisors, LLCNew Position+33K+$978K

JULU — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
RFG Advisory, LLCDecreased-10K-$5.9B
USA FINANCIAL FORMULASDecreased-14K-$2.5B
OSAIC HOLDINGS, INC.Decreased-3K-$1.8B
JPMORGAN CHASE & CODecreased-809-$697.4M
Kestra Advisory Services, LLCDecreased-209-$564.3M
Great Lakes Retirement, Inc.Decreased-556-$283.2M
Advisory Services Network, LLCClosed Position-2K-$49.7M
Richard W. Paul & Associates, LLCClosed Position-32-$936K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1AE Wealth Management LLC1,491,909$44.3M0.25%Share
2Sanctuary Advisors, LLC375,782$11.2M0.06%Share
3Sanctuary Advisors, LLC377,566$10.4M0.06%Share
4Sanctuary Advisors, LLC379,310$9.7M0.06%Share
5Sanctuary Advisors, LLC379,310$9.7M0.07%Share
6ALLIANZ INVESTMENT MANAGEMENT LLC287,052$8.5M5.34%Share
7Authentikos Wealth Advisory, LLC254,426$7.6M5.00%Share
8RFG Advisory, LLC191,680$5.7M0.11%Share
9COMMONWEALTH EQUITY SERVICES, LLC171,019$5.0M0.01%Share
10FSR Wealth Management Ltd.136,577$4.1M4.77%Share
11Outlook Wealth Advisors, LLC116,556$3.5M0.78%Share
12STEPHENS INC /AR/115,768$3.4M0.04%Share
13Lloyd Advisory Services, LLC.84,254$2.5M0.97%Share
14SMART Wealth LLC79,311$2.4M0.72%Share
15USA FINANCIAL FORMULAS69,897$2.1M0.38%Share
16FWG Investments, LLC.58,176$1.7M1.10%Share
17World Investment Advisors50,193$1.5M0.03%Share
18FSA Advisors, Inc.34,913$1.0M0.72%Share
19Golden Reserve Retirement LLC34,335$1.0M0.19%Share
20OSAIC HOLDINGS, INC.55,475$1.0M0.00%Share
21ENVESTNET ASSET MANAGEMENT INC54,549$1.0M0.00%Share
22Networth Advisors, LLC32,939$978K0.72%Share
23Csenge Advisory Group28,809$855K0.04%Share
24Aegis Wealth Management, Inc.24,894$739K0.58%Share
25HOWARD BAILEY SECURITIES, LLC24,323$722K0.28%Share
26Grantvest Financial Group LLC21,599$641K0.41%Share
27LifeWealth Investments, LLC21,306$633K0.20%Share
28NBZ Investment Advisors LLC20,457$607K0.26%Share
29Quest 10 Wealth Builders, Inc.19,470$578K0.52%Share
30B.O.S.S. Retirement Advisors, LLC19,035$565K0.18%Share
31PARK AVENUE SECURITIES LLC18,070$537K0.00%Share
32Transcendent Capital Group LLC17,548$521K0.24%Share
33OLD MISSION CAPITAL LLC14,851$441K0.01%Share
34Range Financial Group LLC13,713$407K0.14%Share
35Blackston Financial Advisory Group, LLC12,812$380K0.23%Share
36Centennial Advisors, LLC10,595$314K0.41%Share
37Southland Equity Partners LLC8,697$258K0.05%Share
38Kingdom Financial Group LLC.4,747$141K0.04%Share
39Key Capital Management, INC2,910$86K0.09%Share
40CREATIVE FINANCIAL DESIGNS INC /ADV1,000$29K0.00%Share
41HARBOUR INVESTMENTS, INC.986$29K0.00%Share
42Decker Retirement Planning Inc.606$18K0.01%Share
43AE Wealth Management LLC560$16K0.00%Share
44AE Wealth Management LLC394$11K0.00%Share
45AE Wealth Management LLC131$3K0.00%Share
46AE Wealth Management LLC65$1K0.00%Share
47Geneos Wealth Management Inc.59$1K0.00%Share
48AE Wealth Management LLC47$1K0.00%Share
49Great Lakes Retirement, Inc.9,123$00.00%Share
50ASSETMARK, INC13$00.00%Share

JULU Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202551$146.7M+32
Q3 202519$15.2B-10
Q2 202529$47.8B-6
Q1 202535$49.7B+18
Q4 202417$5.0T+5
Q3 202412$18.2T—

As of Q4 2025, 50 institutional investors hold JULU (AIM ETF PRODUCTS TRUST). The largest holder is AE Wealth Management LLC with $44.3M 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 AE Wealth Management LLC with $44.3M in shares.

Is institutional ownership of JULU increasing or decreasing?

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