Public ownership evidence

McElhenny Sheffield Managed Risk ETF (MSMR) Ownership Disclosures

Read MSMR 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

McElhenny Sheffield Managed Risk ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Sankala Group LLC
Report period
2026-06-30
Available
2026-08-19
Reported shares
4,077
Value (USD)
$142,474
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 0002113426-26-000004
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 MSMR fundamentals

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

Read MSMR 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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Sankala Group LLC2026-06-302026-08-194,077$142,474None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-156,354$223,407None
Cerity Partners LLC2026-06-302026-08-1545,496$1,599,639None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-141$35None
MORGAN STANLEY2026-06-302026-08-14269$9,458None
MORGAN STANLEY2026-06-302026-08-141$39None
COMPASS FINANCIAL MANAGEMENT LLC2026-06-302026-08-13796$27,987None
Aptus Capital Advisors, LLC2026-06-302026-08-13255,101$8,969,340None
Aptus Capital Advisors, LLC2026-06-302026-08-132,494$87,689None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-136,848$240,776None
STIFEL FINANCIAL CORP2026-06-302026-08-139,962$350,260None
LaSalle St. Investment Advisors, LLC2026-06-302026-08-1215,839$556,890None
Janney Montgomery Scott LLC2026-06-302026-08-0671,935$2,529,000None
Signal Advisors Wealth, LLC2026-06-302026-08-056,798$239,021None
Symphony Financial, Ltd. Co.2026-06-302026-08-0514,133$496,910None
WorthPointe, LLC2026-06-302026-08-0142,347$1,488,921None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-31120,194$4,226,000None
United Advisor Group, LLC2026-06-302026-07-30229,792$8,079,487None
KINGSWOOD WEALTH ADVISORS, LLC2026-06-302026-07-286,725$236,451None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-28120,194$4,226,000None
Brookwood Investment Group LLC2026-06-302026-07-247,842$275,725None
HERITAGE OAK WEALTH ADVISORS LLC2026-06-302026-07-2460,769$2,136,622None
McElhenny Sheffield Capital Management, LLC2026-06-302026-07-233,420,997$120,282,249None
Accurate Wealth Management, LLC2026-06-302026-07-16293,636$10,374,160None

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

Sankala Group LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗Cerity Partners LLC ↗O'SHAUGHNESSY ASSET MANAGEMENT, LLC ↗MORGAN STANLEY ↗MORGAN STANLEY ↗COMPASS FINANCIAL MANAGEMENT LLC ↗Aptus Capital Advisors, LLC ↗Aptus Capital Advisors, LLC ↗NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ↗

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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