NVBW — Aim ETF Products Trust Institutional Holders · Q3 2026
Who owns Aim ETF Products Trust (NVBW)? 5 institutions reported holding $4.00M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Castle Rock Wealth Management, LLC ($2.7M), Farther Finance Advisors, LLC ($664,084), Avidian Wealth Enterprises, LLC ($398,853).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Castle Rock Wealth Management, LLC | $2.7M | 73,972 | Trimmed |
| 2 | Farther Finance Advisors, LLC | $664,084 | 18,187 | Added |
| 3 | Avidian Wealth Enterprises, LLC | $398,853 | 10,923 | Hold |
| 4 | First Heartland Consultants, Inc. | $207,369 | 5,679 | Trimmed |
| 5 | CoreCap Advisors, LLC | $3,140 | 86 | New |
Source: SEC Form 13F filings · as of 2026-09-30