Public ownership evidence

Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) Ownership Disclosures

Read IVOL 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

Quadratic Interest Rate Volatility and Inflation Hedge ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Copia Wealth Management
Report period
2026-06-30
Available
2026-08-19
Reported shares
1,033
Value (USD)
$17,861
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 0002058771-26-000005
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 IVOL fundamentals

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

Read IVOL 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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Copia Wealth Management2026-06-302026-08-191,033$17,861None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-15201$3,479None
Collaborative Capital Advisors LLC2026-06-302026-08-1545,983$795,046None
Nemes Rush Group LLC2026-06-302026-08-15201$3,479None
OSAIC HOLDINGS, INC.2026-06-302026-08-15113,193$1,957,451None
Prostatis Group LLC2026-06-302026-08-1514,822$256,273None
JANE STREET GROUP, LLC2026-06-302026-08-1529,173$504,401None
Regal Investment Advisors LLC2026-06-302026-08-15177,461$3,068,301None
HRT FINANCIAL LP2026-06-302026-08-1513,370$231,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1536,095$624,083None
ROYAL BANK OF CANADA2026-06-302026-08-1511,720$203,000None
ROYAL BANK OF CANADA2026-06-302026-08-1534,451$596,000None
ROYAL BANK OF CANADA2026-06-302026-08-1570,346$1,216,000None
CITADEL ADVISORS LLC2026-06-302026-08-1510,000$172,900Put
CITADEL ADVISORS LLC2026-06-302026-08-1526,095$451,183None
Larson Financial Group LLC2026-06-302026-08-15256$4,427None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1519,307$333,818None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1518,143$313,688None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15846,876$14,642,488None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1574,352$1,285,548None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15181,942$3,145,769None
Highland Investment Advisors LLC2026-06-302026-08-14150$2,594None
Rockefeller Capital Management L.P.2026-06-302026-08-142,954$51,075None
Steward Partners Investment Advisory, LLC2026-06-302026-08-149,770$168,931None
MORGAN STANLEY2026-06-302026-08-146$120None
MORGAN STANLEY2026-06-302026-08-14498,214$8,614,127None
Integrated Wealth Concepts LLC2026-06-302026-08-131,700$29,397None
Faithward Advisors, LLC2026-06-302026-08-1330,934$534,851None
NewEdge Advisors, LLC2026-06-302026-08-1323,169$400,590None
Summit Financial, LLC2026-06-302026-08-1338,884$672,302None
BANK OF MONTREAL /CAN/2026-06-302026-08-13750$12,968None
STIFEL FINANCIAL CORP2026-06-302026-08-1388,882$1,536,774None
US BANCORP \DE\2026-06-302026-08-131,400$24,206None
US BANCORP \DE\2026-06-302026-08-1313,895$240,245None
JPMORGAN CHASE & CO2026-06-302026-08-1333$573None
JPMORGAN CHASE & CO2026-06-302026-08-13134$2,345None
JPMORGAN CHASE & CO2026-06-302026-08-130$6None
CacheTech Inc.2026-06-302026-08-1213,291$229,801None
Allworth Financial LP2026-06-302026-08-12116$2,006None
BLAIR WILLIAM & CO/IL2026-06-302026-08-123,175$54,896None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-127$121None
Adams Wealth Management2026-06-302026-08-1113,291$229,801None
Arax Advisory Partners2026-06-302026-08-1110$175None
LPL Financial LLC2026-06-302026-08-0848,276$834,689None
Global Retirement Partners, LLC2026-06-302026-08-072,086$36,064None
Bleakley Financial Group, LLC2026-06-302026-08-06309,160$5,345,384None
FIFTH THIRD BANCORP2026-06-302026-08-0631,576$545,950None
HighTower Advisors, LLC2026-06-302026-08-0657,755$998,584None
BCS Private Wealth Management, Inc.2026-06-302026-08-01174,467$3,016,539None
Chicago Partners Investment Group LLC2026-06-302026-07-3172,263$1,242,199None

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

Copia Wealth Management ↗MCGUIRE CAPITAL ADVISORS INC ↗Collaborative Capital Advisors LLC ↗Nemes Rush Group LLC ↗OSAIC HOLDINGS, INC. ↗Prostatis Group LLC ↗JANE STREET GROUP, LLC ↗Regal Investment Advisors LLC ↗HRT FINANCIAL LP ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗

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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