Public ownership evidence

Investment Managers Series Trust II Astoria Real Assets ETF (PPI) Ownership Disclosures

Read PPI 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

Investment Managers Series Trust II Astoria Real Assets ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Vermillion & White Wealth Management Group, LLC
Report period
2026-06-30
Available
2026-08-20
Reported shares
200,895
Value (USD)
$4,290,668
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 0001862443-26-000004
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 PPI fundamentals

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

Read PPI 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.

Vermillion & White Wealth Management Group, LLC2026-06-302026-08-20200,895$4,290,668None
Strait & Sound Wealth Management LLC2026-06-302026-08-1929,129$620,100None
Equitable Holdings, Inc.2026-06-302026-08-1816,144$343,669None
IFG Advisory, LLC2026-06-302026-08-151,719$36,591None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,332$49,645None
OSAIC HOLDINGS, INC.2026-06-302026-08-1517,354$369,477None
JANE STREET GROUP, LLC2026-06-302026-08-159,882$210,368None
Orion Porfolio Solutions, LLC2026-06-302026-08-1551,662$1,099,787None
HRT FINANCIAL LP2026-06-302026-08-1512,733$271,000None
FLOW TRADERS U.S. LLC2026-06-302026-08-1532,744$697,000None
Cascades Capital Asset Management, LLC2026-06-302026-08-15100,151$2,132,009None
World Investment Advisors2026-06-302026-08-1539,721$826,134None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1528,731$611,626None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-151,069$22,757None
Stillwater Private Wealth, LLC2026-06-302026-08-1414,467$313,000None
Hobbs Group Advisors, LLC2026-06-302026-08-143,610$76,850None
Hobbs Group Advisors, LLC2026-06-302026-08-145,898$125,560None
Hobbs Group Advisors, LLC2026-06-302026-08-14806,540$17,169,628None
UBS Group AG2026-06-302026-08-1418$383None
MORGAN STANLEY2026-06-302026-08-14930$19,798None
MORGAN STANLEY2026-06-302026-08-142$46None
MORGAN STANLEY2026-06-302026-08-141,573$33,486None
Smartleaf Asset Management LLC2026-06-302026-08-13140$2,964None
SARD WEALTH MANAGEMENT GROUP, LLC2026-06-302026-08-1318,006$383,306None
Integrated Wealth Concepts LLC2026-06-302026-08-13928$19,747None
SIMPLEX TRADING, LLC2026-06-302026-08-133$63None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-138,541$181,821None
Millstone Evans Group, LLC2026-06-302026-08-127,435$158,276None
BlackDiamond Wealth Management, LLC2026-06-302026-08-1281,145$1,742,123None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-12533$11,347None
Arax Advisory Partners2026-06-302026-08-113$64None
Covestor Ltd2026-06-302026-08-08208$4,000None
LPL Financial LLC2026-06-302026-08-08201,255$4,284,324None
PNC Financial Services Group, Inc.2026-06-302026-08-082,364$50,325None
SILVERLAKE WEALTH MANAGEMENT LLC2026-06-302026-08-0767,276$1,432,170None
Parallel Advisors, LLC2026-06-302026-08-061,000$21,288None
Janney Montgomery Scott LLC2026-06-302026-08-06217,279$4,625,000None
FIFTH THIRD BANCORP2026-06-302026-08-069,986$212,580None
Ellis Investment Partners, LLC2026-06-302026-08-0631,364$667,678None
REAP Financial Group, LLC2026-06-302026-08-0511,628$247,528None
FSA WEALTH PARTNERS, INC.2026-06-302026-08-0440,927$871,254None
Belpointe Asset Management LLC2026-06-302026-08-0117,026$362,449None
GeoWealth Management, LLC2026-06-302026-07-3116,156$343,929None
Ashton Thomas Private Wealth, LLC2026-06-302026-07-3079,943$1,701,817None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-3011,256$239,610None
Astoria Portfolio Advisors LLC.2026-06-302026-07-291,440,803$30,671,824None
WOODWARD DIVERSIFIED CAPITAL, LLC2026-06-302026-07-2918,889$402,109None
Latitude Advisors, LLC2026-06-302026-07-2978,650$1,674,309None
Bogart Wealth, LLC2026-06-302026-07-25400$8,515None
Onyx Bridge Wealth Group LLC2026-06-302026-07-2469,017$1,469,231None

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

Vermillion & White Wealth Management Group, LLC ↗Strait & Sound Wealth Management LLC ↗Equitable Holdings, Inc. ↗IFG Advisory, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗Orion Porfolio Solutions, LLC ↗HRT FINANCIAL LP ↗FLOW TRADERS U.S. 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.