Public ownership evidence

Fidelity MSCI Consumer Discretionary Index ETF (FDIS) Ownership Disclosures

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

As of 2026-10-10T12:08:28.848Z

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Step 1 of 3

Recent institutional filing receipts

Fidelity MSCI Consumer Discretionary Index ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
7,208
Value (USD)
$609,138
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 0001464811-26-000009
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 FDIS fundamentals

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

Read FDIS 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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B. Riley Wealth Advisors, Inc.2025-03-312026-08-297,208$609,138None
Corient Private Wealth LP2026-06-302026-08-282,039$209,690None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-209,601$987,326None
Jacobs Equity LLC2026-06-302026-08-1819,322$1,987,074None
Maxele Advisors, LLC2026-06-302026-08-1823,632$2,430,355None
Corient Private Wealth LP2026-06-302026-08-182,807$288,671None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-185,850$602,000None
Sanchez Gaunt Capital Management, LLC2026-06-302026-08-154,612$474,298None
Glen Eagle Advisors, LLC2026-06-302026-08-151,394$143,359None
Lifeworks Advisors, LLC2026-06-302026-08-1525,209$2,592,529None
KCM INVESTMENT ADVISORS LLC2026-06-302026-08-1550,674$5,211,314None
Ameritas Advisory Services, LLC2026-06-302026-08-1512,153$1,249,777None
NFSG Corp2026-06-302026-08-1542$4,319None
SYON CAPITAL LLC2026-06-302026-08-159,193$945,458None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-15597,552$61,452,248None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-15597,552$61,452,248None
Qube Research & Technologies Ltd2026-06-302026-08-15639$65,715None
IFG Advisory, LLC2026-06-302026-08-15465$47,846None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,803$288,261None
OSAIC HOLDINGS, INC.2026-06-302026-08-158,306$854,209None
OSAIC HOLDINGS, INC.2026-06-302026-08-15248$25,504None
OSAIC HOLDINGS, INC.2026-06-302026-08-1577,243$7,967,308None
JANE STREET GROUP, LLC2026-06-302026-08-1510,004$1,028,811None
Regal Investment Advisors LLC2026-06-302026-08-156,500$668,476None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1515,002$1,542,806None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1561$6,273None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1550$5,142None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1525$2,571None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1550$5,142None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15454$46,689None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15187$19,231None
Waverly Advisors, LLC2026-06-302026-08-15140$14,398None
Thrivent Financial for Lutherans2026-06-302026-08-1521,552$2,216,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1517,844$1,800,450None
AMERIPRISE FINANCIAL INC2026-06-302026-08-157,589$780,433None
MAI Capital Management2026-06-302026-08-153,359$345,474None
MAI Capital Management2026-06-302026-08-152,688$276,434None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-15500$51,420None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-151,971$202,748None
ROYAL BANK OF CANADA2026-06-302026-08-1521,734$2,235,000None
ROYAL BANK OF CANADA2026-06-302026-08-1594$10,000None
TRUSTCO BANK CORP N Y2026-06-302026-08-152,800$287,952None
CITADEL ADVISORS LLC2026-06-302026-08-152,000$205,680Call
Larson Financial Group LLC2026-06-302026-08-151$78None
Jupiter Topco LLC2026-06-302026-08-151,948$200,378None
Coppell Advisory Solutions LLC2026-06-302026-08-1592$371,146None
Point72 Asset Management, L.P.2026-06-302026-08-152,008$206,503None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1516,850$1,732,854None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-159,583$985,515None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1572,131$7,417,979None

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

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗MERCER GLOBAL ADVISORS INC /ADV ↗Jacobs Equity LLC ↗Maxele Advisors, LLC ↗Corient Private Wealth LP ↗CENTAURUS FINANCIAL, INC. ↗Sanchez Gaunt Capital Management, LLC ↗Glen Eagle Advisors, LLC ↗Lifeworks Advisors, LLC ↗

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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