OCTW — Aim ETF Products Trust Institutional Holders · Q3 2026
Who owns Aim ETF Products Trust (OCTW)? 5 institutions reported holding $1.58M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Castle Rock Wealth Management, LLC ($837,648), First Heartland Consultants, Inc. ($356,455), Avidian Wealth Enterprises, LLC ($278,736).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Castle Rock Wealth Management, LLC | $837,648 | 19,771 | Hold |
| 2 | First Heartland Consultants, Inc. | $356,455 | 8,485 | Trimmed |
| 3 | Avidian Wealth Enterprises, LLC | $278,736 | 6,635 | Hold |
| 4 | Farther Finance Advisors, LLC | $101,124 | 2,407 | Added |
| 5 | CoreCap Advisors, LLC | $3,151 | 75 | New |
Source: SEC Form 13F filings · as of 2026-09-30