Public ownership evidence

State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) Ownership Disclosures

Read STOT 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

State Street DoubleLine Short Duration Total Return Tactical ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Proficio Capital Partners LLC
Report period
2026-06-30
Available
2026-08-18
Reported shares
17,496
Value (USD)
$823,358
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 0001214659-26-010442
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 STOT fundamentals

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

Read STOT 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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Proficio Capital Partners LLC2026-06-302026-08-1817,496$823,358None
Glen Eagle Advisors, LLC2026-06-302026-08-154,854$228,445None
Western Wealth Management, LLC2026-06-302026-08-1526,124$1,229,390None
Foundations Investment Advisors, LLC2026-06-302026-08-15805,552$37,909,074None
Foundations Investment Advisors, LLC2026-06-302026-08-1511,115$523,092None
Foundations Investment Advisors, LLC2026-06-302026-08-156,029$283,724None
Foundations Investment Advisors, LLC2026-06-302026-08-155,879$276,676None
OSAIC HOLDINGS, INC.2026-06-302026-08-153,635$171,062None
OSAIC HOLDINGS, INC.2026-06-302026-08-1525$1,194None
OSAIC HOLDINGS, INC.2026-06-302026-08-154,380$206,146None
Medallion Wealth Advisors, LLC2026-06-302026-08-15390$18,351None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15599$28,174None
ROYAL BANK OF CANADA2026-06-302026-08-15151,557$7,132,000None
ROYAL BANK OF CANADA2026-06-302026-08-15150$7,000None
ALONGSIDE, LLC2026-06-302026-08-155,169$243,252None
Larson Financial Group LLC2026-06-302026-08-152,412$113,500None
GOLDMAN SACHS GROUP INC2026-06-302026-08-15127,555$6,002,713None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15640,742$30,153,176None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15149,988$7,058,421None
WELLS FARGO & COMPANY/MN2026-06-302026-08-150$3None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15310$14,589None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15450,095$21,181,471None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15505,269$23,777,476None
BANK OF AMERICA CORP /DE/2026-06-302026-08-157,400$348,237None
Sanctuary Advisors, LLC2026-06-302026-08-1473,045$3,437,476None
Rockefeller Capital Management L.P.2026-06-302026-08-1416,613$781,804None
UBS Group AG2026-06-302026-08-1415$706None
UBS Group AG2026-06-302026-08-14283,454$13,339,345None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-1420,359$958,076None
MORGAN STANLEY2026-06-302026-08-14639,696$30,103,966None
Integrated Wealth Concepts LLC2026-06-302026-08-1362,371$2,935,182None
Strategic Wealth Partners, Ltd.2026-06-302026-08-13604$28,424None
Cetera Investment Advisers2026-06-302026-08-1321,846$1,028,087None
STIFEL FINANCIAL CORP2026-06-302026-08-134,800$225,887None
Financial Strategies Group, Inc.2026-06-302026-08-124,800$224,952None
Stratos Wealth Partners, LTD.2026-06-302026-08-12200,362$9,428,998None
Essex Financial Services, Inc.2026-06-302026-08-1117,599$828,215None
Savant Capital, LLC2026-06-302026-08-1110,017$468,830None
Smith Partners Wealth Management, LLC2026-06-302026-08-115,291$248,993None
LPL Financial LLC2026-06-302026-08-08962,313$45,286,225None
OakTrust Wealth Advisors, LLC2026-06-302026-08-0727,474$1,292,921None
Geneos Wealth Management Inc.2026-06-302026-08-07400$18,824None
Clearwater Capital Advisors, LLC2026-06-302026-08-0725,267$1,189,060None
Arrowroot Family Office, LLC2026-06-302026-08-0763,655$2,995,589None
ROTHSCHILD INVESTMENT LLC2026-06-302026-08-0745$2,118None
Pacific Center for Financial Services2026-06-302026-08-061,726$81,240None
Janney Montgomery Scott LLC2026-06-302026-08-0638,390$1,807,000None
FIFTH THIRD BANCORP2026-06-302026-08-065,481$257,935None
HighTower Advisors, LLC2026-06-302026-08-0632,138$1,512,395None
Journey Advisory Group, LLC2026-06-302026-08-0556,367$2,652,620None

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

Proficio Capital Partners LLC ↗Glen Eagle Advisors, LLC ↗Western Wealth Management, LLC ↗Foundations Investment Advisors, LLC ↗Foundations Investment Advisors, LLC ↗Foundations Investment Advisors, LLC ↗Foundations Investment Advisors, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗

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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