Public ownership evidence

Defiance Large Cap ex-Mag 7 ETF (XMAG) Ownership Disclosures

Read XMAG 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

Defiance Large Cap ex-Mag 7 ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
9,500
Value (USD)
$247,760
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 0001948780-26-000011
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 XMAG fundamentals

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

Read XMAG 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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Corient Private Wealth LP2026-06-302026-08-289,500$247,760None
Corient Private Wealth LP2026-06-302026-08-189,500$247,760None
Ameritas Advisory Services, LLC2026-06-302026-08-151,000$26,080None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,200$31,296None
OSAIC HOLDINGS, INC.2026-06-302026-08-155,051$131,727None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1520,357$530,911None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15664$17,317None
Pinnacle Financial Partners, Inc.2026-06-302026-08-1562,286$1,624,419None
Cresset Asset Management, LLC2026-06-302026-08-1544,500$1,160,560None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15500$13,040None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-1410,221$266,564None
Corient Private Wealth LP2026-06-302026-08-139,500$247,760None
Cedar Wealth Management, LLC2026-06-302026-08-1317,429$454,548None
NewEdge Advisors, LLC2026-06-302026-08-1310,049$262,078None
Madison Wealth Partners, Inc2026-06-302026-08-138,088$210,945None
Geometric Wealth Advisors2026-06-302026-08-1221,574$562,650None
NATIONAL BANK OF CANADA /FI/2026-06-302026-08-115,200$135,304None
DEUTSCHE BANK AG\2026-06-302026-08-08625$16,300None
Global Retirement Partners, LLC2026-06-302026-08-0775$1,956None
Innovative Asset Advisors Group, LLC2026-06-302026-08-061,900$49,552None
HighTower Advisors, LLC2026-06-302026-08-0614,280$372,411None
PRINCIPAL SECURITIES, INC.2026-06-302026-08-0520,331$530,232None
AE Wealth Management LLC2026-06-302026-08-04100$2,608None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-0484,912$2,214,505None
POM Investment Strategies, LLC2026-06-302026-08-011,084$28,271None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-3116,513$431,000None
STEEL GROVE CAPITAL ADVISORS, LLC2026-06-302026-07-2926,030$678,862None
TD Waterhouse Canada Inc.2026-06-302026-07-2810,989$282,747None
MATHER GROUP, LLC.2026-06-302026-07-2826,924$702,178None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-2816,513$431,000None
Financial Perspectives, Inc2026-06-302026-07-252,447$63,818None
Vawter Financial, Ltd.2026-06-302026-07-258,000$208,640None
Cape Investment Advisory, Inc.2026-06-302026-07-24100$2,608None
Cape Investment Advisory, Inc.2026-06-302026-07-241,248$32,548None
Strategic Blueprint, LLC2026-06-302026-07-2425,992$677,871None
Refined Wealth Management2026-06-302026-07-2214,433$376,413None
Venturi Wealth Management, LLC2026-06-302026-07-2111,300$294,704None
IFP Advisors, Inc2026-06-302026-07-211,806$47,100None
Farther Finance Advisors, LLC2026-06-302026-07-188,815$229,885None
McHugh Group, LLC2026-06-302026-07-1710,000$260,800None
Embree Financial Group2026-06-302026-07-1616,350$426,408None
Brookstone Capital Management2026-06-302026-07-1644,625$1,163,820None
Family Legacy Financial Solutions, LLC2026-06-302026-07-154,749$123,865None
TTP Investments, Inc.2026-06-302026-07-15678,583$17,697,445None

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

Corient Private Wealth LP ↗Corient Private Wealth LP ↗Ameritas Advisory Services, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗FIDUCIARY FINANCIAL ADVISORS ↗Pinnacle Financial Partners, Inc. ↗Cresset Asset Management, LLC ↗WELLS FARGO & COMPANY/MN ↗

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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