Public ownership evidence

Defiance AI & Power Infrastructure ETF (AIPO) Ownership Disclosures

Read AIPO insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Defiance AI & Power Infrastructure ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
21,045
Value (USD)
$703,183
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read AIPO fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read AIPO fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-2821,045$703,183None
Glenview Trust Co2026-06-302026-08-1919,304$644,946None
Strive Financial Group ,LLC2026-06-302026-08-1833$1,103None
WNY Asset Management, LLC2026-06-302026-08-1867,501$2,255,208None
Corient Private Wealth LP2026-06-302026-08-1817,831$595,756None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-1833,669$1,125,000None
EFG International AG2026-06-302026-08-1513,860$463,063None
Ameritas Advisory Services, LLC2026-06-302026-08-15243$8,119None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,211$73,875None
OSAIC HOLDINGS, INC.2026-06-302026-08-1553,237$1,778,585None
HRT FINANCIAL LP2026-06-302026-08-1519,005$634,000None
GTS SECURITIES LLC2026-06-302026-08-1533,478$1,118,500None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1529,846$997,155None
Family Manage LLC2026-06-302026-08-1519,296$644,679None
Waverly Advisors, LLC2026-06-302026-08-15176,607$5,900,446None
Ausdal Financial Partners, Inc.2026-06-302026-08-156,000$200,460None
Ausdal Financial Partners, Inc.2026-06-302026-08-15300$10,023None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1516,112$538,295None
ROYAL BANK OF CANADA2026-06-302026-08-15381,987$12,762,000None
ROYAL BANK OF CANADA2026-06-302026-08-151,588$53,000None
ROYAL BANK OF CANADA2026-06-302026-08-1585,045$2,841,000None
ROYAL BANK OF CANADA2026-06-302026-08-151,609$54,000None
D. E. Shaw & Co., Inc.2026-06-302026-08-15151,910$5,075,313None
CITADEL ADVISORS LLC2026-06-302026-08-1520,000$668,200Put
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15327,719$10,949,092None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15122,844$4,104,218None
Markowski Investments2026-06-302026-08-142,150$71,832None
Ankerstar Wealth, LLC2026-06-302026-08-14766$25,592None
Sanctuary Advisors, LLC2026-06-302026-08-1438,149$1,274,558None
Rockefeller Capital Management L.P.2026-06-302026-08-14147,388$4,924,233None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1444,037$1,471,276None
UBS Group AG2026-06-302026-08-1478,571$2,625,057None
UBS Group AG2026-06-302026-08-147,668$256,188None
Mariner, LLC2026-06-302026-08-1438,593$1,289,401None
Creative Planning2026-06-302026-08-1412,681$423,672None
NEUBERGER BERMAN GROUP LLC2026-06-302026-08-149,892$330,492None
HOLLENCREST CAPITAL MANAGEMENT2026-06-302026-08-1453$1,771None
LEIGH BALDWIN & CO., LLC2026-06-302026-08-147,600$253,916None
MORGAN STANLEY2026-06-302026-08-1422,761$760,445None
FRANKLIN RESOURCES INC2026-06-302026-08-1442,460$1,418,589None
FRANKLIN RESOURCES INC2026-06-302026-08-14212,446$7,097,821None
COMPASS FINANCIAL MANAGEMENT LLC2026-06-302026-08-13500$15,135None
Corient Private Wealth LP2026-06-302026-08-1317,830$595,756None
Truvestments Capital LLC2026-06-302026-08-13200$6,682None
Integrated Wealth Concepts LLC2026-06-302026-08-13149,693$5,001,262None
Cetera Investment Advisers2026-06-302026-08-13375,407$12,542,353None
Focus Partners Wealth2026-06-302026-08-13650,256$21,725,073None
SIMPLEX TRADING, LLC2026-06-302026-08-132,730$91,209None
NewEdge Advisors, LLC2026-06-302026-08-138,595$287,159None
Summit Financial, LLC2026-06-302026-08-1350,375$1,683,014None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Glenview Trust Co ↗Strive Financial Group ,LLC ↗WNY Asset Management, LLC ↗Corient Private Wealth LP ↗CENTAURUS FINANCIAL, INC. ↗EFG International AG ↗Ameritas Advisory Services, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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