Explore more topics
Public ownership evidence

TrueShares Structured Outcome (September) ETF (SEPZ) Ownership Disclosures

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

As of 2026-11-07T14:03:26.246Z

Jump to a section

Recent Form 4 activity

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

Show the table · 0 rows, 6 columns

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

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.

Show the table · 11 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

FSA Advisors, Inc.2026-06-302026-08-1812,378$562,474None
IFG Advisory, LLC2026-06-302026-08-1511,043$501,812None
OSAIC HOLDINGS, INC.2026-06-302026-08-1513,874$630,611None
OLD MISSION CAPITAL LLC2026-06-302026-08-158,845$401,928None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-157,345$333,766None
FSA Advisors, Inc.2026-06-302026-08-1412,378$562,474None
Montgomery Financial Services LLC2026-06-302026-08-135,256$238,839None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-1384$3,817None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-13700$31,809None
Integrated Wealth Management2026-06-302026-08-1219,639$892,438None
Richmond Brothers, Inc.2026-06-302026-08-1219,763$898,048None

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

FSA Advisors, Inc. ↗IFG Advisory, LLC ↗OSAIC HOLDINGS, INC. ↗OLD MISSION CAPITAL LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗FSA Advisors, Inc. ↗Montgomery Financial Services LLC ↗NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ↗HARBOUR INVESTMENTS, INC. ↗Integrated Wealth Management ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

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.