Public ownership evidence

Parametric Equity Premium Income ETF (PAPI) Ownership Disclosures

Read PAPI 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

Parametric Equity Premium Income ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
OSAIC HOLDINGS, INC.
Report period
2026-06-30
Available
2026-08-15
Reported shares
99,865
Value (USD)
$2,666,408
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 0001677044-26-000006
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 PAPI fundamentals

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

Read PAPI 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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OSAIC HOLDINGS, INC.2026-06-302026-08-1599,865$2,666,408None
OLD MISSION CAPITAL LLC2026-06-302026-08-1531,888$851,409None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1526,427$705,601None
ROYAL BANK OF CANADA2026-06-302026-08-154,106$110,000None
COLDSTREAM CAPITAL MANAGEMENT INC2026-06-302026-08-158,036$214,562None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1510,087$269,323None
UBS Group AG2026-06-302026-08-142,146$57,298None
Mariner, LLC2026-06-302026-08-1411,588$309,400None
MORGAN STANLEY2026-06-302026-08-148,671,618$231,532,201None
MORGAN STANLEY2026-06-302026-08-1464$1,709None
Cetera Investment Advisers2026-06-302026-08-1319,428$518,721None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-13450$12,015None
STIFEL FINANCIAL CORP2026-06-302026-08-1366,532$1,776,409None
Arkadios Wealth Advisors2026-06-302026-08-1115,943$425,680None
GREAT VALLEY ADVISOR GROUP, INC.2026-06-302026-08-1118,941$505,713None
Eldridge Investment Advisors, Inc.2026-06-302026-08-118,362$223,265None
LPL Financial LLC2026-06-302026-08-08389,581$10,401,823None
Global Retirement Partners, LLC2026-06-302026-08-073,847$102,715None
Janney Montgomery Scott LLC2026-06-302026-08-0615,652$418,000None
FIFTH THIRD BANCORP2026-06-302026-08-0629,300$782,310None
Blue Water Asset Management2026-06-302026-08-04213,607$5,703,297None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-0417,654$471,366None
OPPENHEIMER & CO INC2026-06-302026-08-0427,572$736,172None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-3013,431$358,620None
Private Advisor Group, LLC2026-06-302026-07-28103,212$2,755,777None
NOTTINGHAM ADVISORS, INC.2026-06-302026-07-2818,500$508,739None
AGH Wealth Advisors, LLC2026-06-302026-07-2313,140$350,838None
FLAGSTAR SECURITIES, INC2026-06-302026-07-1621,024$565,617None
LRI Investments, LLC2026-06-302026-07-1525,000$667,500None
DAVENPORT & Co LLC2026-06-302026-07-1412,050$321,735None

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

OSAIC HOLDINGS, INC. ↗OLD MISSION CAPITAL LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗ROYAL BANK OF CANADA ↗COLDSTREAM CAPITAL MANAGEMENT INC ↗RAYMOND JAMES FINANCIAL INC ↗UBS Group AG ↗Mariner, LLC ↗MORGAN STANLEY ↗MORGAN STANLEY ↗

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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