Public ownership evidence

Main BuyWrite ETF (BUYW) Ownership Disclosures

Read BUYW 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

Main BuyWrite ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Synergy Investment Management, LLC
Report period
2026-06-30
Available
2026-08-15
Reported shares
8,060
Value (USD)
$116,467
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 0002053786-26-000003
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 BUYW fundamentals

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

Read BUYW 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.

Scroll sideways to compare all columns. Select a heading to sort.

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.

Scroll sideways to compare all columns. Select a heading to sort.

Synergy Investment Management, LLC2026-06-302026-08-158,060$116,467None
Mutual Advisors, LLC2026-06-302026-08-1569,475$1,003,919None
Ameritas Advisory Services, LLC2026-06-302026-08-15558$8,063None
OSAIC HOLDINGS, INC.2026-06-302026-08-1585$1,228None
OSAIC HOLDINGS, INC.2026-06-302026-08-15203,528$2,940,982None
OSAIC HOLDINGS, INC.2026-06-302026-08-157,208,203$104,158,659None
JANE STREET GROUP, LLC2026-06-302026-08-1510,258$148,228None
Main Management LLC2026-06-302026-08-1510,166,319$146,903,000None
Orion Porfolio Solutions, LLC2026-06-302026-08-1523,594,578$340,941,645None
OLD MISSION CAPITAL LLC2026-06-302026-08-1510,976$158,603None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1554$778None
Ausdal Financial Partners, Inc.2026-06-302026-08-155,592$80,811None
Ausdal Financial Partners, Inc.2026-06-302026-08-1567,574$976,444None
CITADEL ADVISORS LLC2026-06-302026-08-1528,059$405,453None
COLDSTREAM CAPITAL MANAGEMENT INC2026-06-302026-08-1569,226$1,000,316None
World Investment Advisors2026-06-302026-08-15259,061$3,743,436None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1573,927$1,068,245None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-154,076$58,898None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1510,772$155,655None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151$13None
Mission Financial Group, LLC2026-06-302026-08-1421,385$309,019None
Silver Grove Financial Group, Inc.2026-06-302026-08-1484,689$1,223,754None
CreativeOne Wealth, LLC2026-06-302026-08-14104,893$1,515,704None
CreativeOne Wealth, LLC2026-06-302026-08-147,731$111,713None
Steward Partners Investment Advisory, LLC2026-06-302026-08-142,488$35,952None
PACIFIC FINANCIAL GROUP INC2026-06-302026-08-1410,742$155,222None
MORGAN STANLEY2026-06-302026-08-1441$592None
POTOMAC FUND MANAGEMENT INC /ADV2026-06-302026-08-14792,716$11,454,744None
Integrated Wealth Concepts LLC2026-06-302026-08-1355$795None
Cetera Investment Advisers2026-06-302026-08-13240,604$3,476,717None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-13325$4,696None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-1319,700$284,669None
Copley Financial Group, Inc.2026-06-302026-08-1230,662$443,066None
Copley Financial Group, Inc.2026-06-302026-08-12214,972$3,106,343None
Triad Wealth Partners, LLC2026-06-302026-08-1115,766$229,081None
LPL Financial LLC2026-06-302026-08-0822,846,738$330,135,359None
SILVER OAK SECURITIES, INCORPORATED2026-06-302026-08-08126,949$1,834,413None
Global Retirement Partners, LLC2026-06-302026-08-07217,126$3,137,475None
GWN SECURITIES INC.2026-06-302026-08-06287,577$4,155,481None
Virtue Capital Management, LLC2026-06-302026-08-06614,069$8,873,297None
Signal Advisors Wealth, LLC2026-06-302026-08-0520,336$293,853None
MONEY CONCEPTS CAPITAL CORP2026-06-302026-08-0531,612$456,793None
AE Wealth Management LLC2026-06-302026-08-04366$5,289None
AE Wealth Management LLC2026-06-302026-08-049,649$139,435None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-042,534,773$36,627,465None
INTEGRITY ALLIANCE, LLC.2026-06-302026-08-01168,750$2,438,446None
Integrity Advisory Solutions, LLC2026-06-302026-08-0124,565$354,971None
Tortuga Wealth Management, Inc2026-06-302026-08-0179,634$1,150,718None
Buck Wealth Strategies, LLC2026-06-302026-07-3126$376None
GeoWealth Management, LLC2026-06-302026-07-31115,075$1,662,828None

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

Synergy Investment Management, LLC ↗Mutual Advisors, LLC ↗Ameritas Advisory Services, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗Main Management LLC ↗Orion Porfolio Solutions, LLC ↗OLD MISSION CAPITAL LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Scroll sideways to compare all columns. Select a heading to sort.

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.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.