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Public ownership evidence

Intermediate Municipal Income ETF (TAXE) Ownership Disclosures

Read TAXE insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T02:54:47.600Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

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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Thompson David Blair2026-06-302026-08-159,156$469,474None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,243$63,763None
JANE STREET GROUP, LLC2026-06-302026-08-158,608$441,375None
OLD MISSION CAPITAL LLC2026-06-302026-08-1513,394$686,777None
&PARTNERS2026-06-302026-08-1537,874$1,942,014None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1560,008$3,076,010None
CITADEL ADVISORS LLC2026-06-302026-08-155,028$257,811None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1526,146$1,340,636None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1529,249$1,499,742None
PRICE T ROWE ASSOCIATES INC /MD/2026-06-302026-08-15286,867$14,710,000None
Integrated Wealth Concepts LLC2026-06-302026-08-1316,524$847,268None
Cetera Investment Advisers2026-06-302026-08-1354,200$2,779,102None
NewEdge Advisors, LLC2026-06-302026-08-133,290$168,684None
Landmark Wealth Management, LLC2026-06-302026-08-114,909$251,698None
LPL Financial LLC2026-06-302026-08-08188,792$9,680,286None
Bank of New York Mellon Corp2026-06-302026-08-071$53None
Bank of New York Mellon Corp2026-06-302026-08-0788,930$4,559,886None
Bank of New York Mellon Corp2026-06-302026-08-077,000$358,925None
Bank of New York Mellon Corp2026-06-302026-08-072,181$111,831None
Bank of New York Mellon Corp2026-06-302026-08-0711,639$596,790None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-0452,916$2,713,258None
Fourth Dimension Wealth, LLC2026-06-302026-08-013,500$179,463None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-315,221$268,000None
JB Capital LLC2026-06-302026-07-308,396$430,527None
CREATIVE FINANCIAL DESIGNS INC /ADV2026-06-302026-07-291,200$61,530None
TRUIST FINANCIAL CORP2026-06-302026-07-298,208$420,865None
Private Advisor Group, LLC2026-06-302026-07-2810,800$553,771None
Well Done, LLC2026-06-302026-07-2556,905$2,917,804None
Bensler, LLC2026-06-302026-07-2448,588$2,491,329None
KFG WEALTH MANAGEMENT, LLC2026-06-302026-07-2312,142$622,581None
CARY STREET PARTNERS FINANCIAL LLC2026-06-302026-07-186,129$314,264None

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

Thompson David Blair ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗OLD MISSION CAPITAL LLC ↗&PARTNERS ↗JONES FINANCIAL COMPANIES LLLP ↗CITADEL ADVISORS LLC ↗RAYMOND JAMES FINANCIAL INC ↗RAYMOND JAMES FINANCIAL INC ↗PRICE T ROWE ASSOCIATES INC /MD/ ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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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.