Public ownership evidence

Main Thematic Innovation ETF (TMAT) Ownership Disclosures

Read TMAT 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

Main Thematic Innovation ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Synergy Investment Management, LLC
Report period
2026-06-30
Available
2026-08-15
Reported shares
4,465
Value (USD)
$140,336
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 0002053786-26-000003
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 TMAT fundamentals

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

Read TMAT 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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Synergy Investment Management, LLC2026-06-302026-08-154,465$140,336None
Mutual Advisors, LLC2026-06-302026-08-1532,033$1,006,813None
Ameritas Advisory Services, LLC2026-06-302026-08-15345$10,843None
OSAIC HOLDINGS, INC.2026-06-302026-08-1525,891$813,749None
OSAIC HOLDINGS, INC.2026-06-302026-08-15687,439$21,606,455None
Main Management LLC2026-06-302026-08-152,230,630$70,109,000None
Orion Porfolio Solutions, LLC2026-06-302026-08-152,377,422$74,723,091None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1535$1,049None
Ausdal Financial Partners, Inc.2026-06-302026-08-1514,319$450,051None
ROYAL BANK OF CANADA2026-06-302026-08-15344$11,000None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151$27None
Silver Grove Financial Group, Inc.2026-06-302026-08-1417,280$543,120None
Visionary Wealth Advisors2026-06-302026-08-1414,892$468,054None
CreativeOne Wealth, LLC2026-06-302026-08-1463,260$1,988,290None
CreativeOne Wealth, LLC2026-06-302026-08-144,354$136,848None
RMG Wealth Management LLC2026-06-302026-08-143,739$1,084,501None
RMG Wealth Management LLC2026-06-302026-08-1427,916$1,596,237None
PACIFIC FINANCIAL GROUP INC2026-06-302026-08-147,386$232,144None
MORGAN STANLEY2026-06-302026-08-141$52None
MORGAN STANLEY2026-06-302026-08-14382$12,006None
POTOMAC FUND MANAGEMENT INC /ADV2026-06-302026-08-14102,836$3,232,154None
Integrated Wealth Concepts LLC2026-06-302026-08-1331$974None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-13352$11,063None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-1312,929$406,374None
JPMORGAN CHASE & CO2026-06-302026-08-13381$11,693None
Copley Financial Group, Inc.2026-06-302026-08-121,182$37,151None
Copley Financial Group, Inc.2026-06-302026-08-1234,408$1,081,454None
FLORIDA FINANCIAL ADVISORS, LLC2026-06-302026-08-1111,742$369,053None
Triad Wealth Partners, LLC2026-06-302026-08-1111,506$326,027None
Cassaday & Co Wealth Management LLC2026-06-302026-08-119,504$298,714None
Arax Advisory Partners2026-06-302026-08-1149,554$1,557,497None
LPL Financial LLC2026-06-302026-08-08751,429$23,617,623None
Geneos Wealth Management Inc.2026-06-302026-08-071,647$51,765None
Global Retirement Partners, LLC2026-06-302026-08-07105$3,300None
Continuum Advisory, LLC2026-06-302026-08-0778$2,452None
GWN SECURITIES INC.2026-06-302026-08-0612,626$396,833None
Virtue Capital Management, LLC2026-06-302026-08-069,057$284,664None
Signal Advisors Wealth, LLC2026-06-302026-08-057,809$245,439None
AE Wealth Management LLC2026-06-302026-08-04278$8,738None
AE Wealth Management LLC2026-06-302026-08-04125$3,929None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-04153,264$4,817,125None
CDKV HOLDINGS LLC2026-06-302026-08-0110,410$327,190None
Buck Wealth Strategies, LLC2026-06-302026-07-31664$20,874None
GeoWealth Management, LLC2026-06-302026-07-3167,187$2,111,703None
ASSETMARK, INC2026-06-302026-07-31589$18,512None
AMG Asset Management Group, Inc.2026-06-302026-07-307,264$228,310None
Ashton Thomas Private Wealth, LLC2026-06-302026-07-3013,828$434,625None
Fortis Group Advisors, LLC2026-06-302026-07-2558$1,823None
EverSource Wealth Advisors, LLC2026-06-302026-07-25484$15,212None
IFP Advisors, Inc2026-06-302026-07-2138$1,194None

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

Synergy Investment Management, LLC ↗Mutual Advisors, LLC ↗Ameritas Advisory Services, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗Main Management LLC ↗Orion Porfolio Solutions, LLC ↗JONES FINANCIAL COMPANIES LLLP ↗Ausdal Financial Partners, Inc. ↗ROYAL BANK OF CANADA ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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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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