Public ownership evidence

Fidelity Enhanced Large Cap Value ETF (FELV) Ownership Disclosures

Read FELV 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

Fidelity Enhanced Large Cap Value 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
7,389
Value (USD)
$227,153
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 FELV fundamentals

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

Read FELV 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.2025-03-312026-08-297,389$227,153None
Corient Private Wealth LP2026-06-302026-08-286,211$249,037None
Kings Path Partners LLC2026-03-312026-08-2212$409None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2036,733$1,472,646None
PIN OAK INVESTMENT ADVISORS INC2026-06-302026-08-191,405$56,000None
Parvin Asset Management, LLC2026-06-302026-08-1833$1,323None
Corient Private Wealth LP2026-06-302026-08-186,212$249,037None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-1523$922None
JPL Wealth Management, LLC2026-06-302026-08-1528$1,108None
Lifeworks Advisors, LLC2026-06-302026-08-157,982$319,998None
Ameritas Advisory Services, LLC2026-06-302026-08-1510,708$429,289None
Qube Research & Technologies Ltd2026-06-302026-08-15794$31,831None
IFG Advisory, LLC2026-06-302026-08-15397$15,914None
OSAIC HOLDINGS, INC.2026-06-302026-08-1519$762None
OSAIC HOLDINGS, INC.2026-06-302026-08-157,020$281,443None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,443$97,940None
OSAIC HOLDINGS, INC.2026-06-302026-08-15569,665$22,851,385None
Regal Investment Advisors LLC2026-06-302026-08-157,134$285,999None
Ancora Advisors LLC2026-06-302026-08-15500$20,045None
Medallion Wealth Advisors, LLC2026-06-302026-08-15333$13,350None
MARSHALL INVESTMENT MANAGEMENT, LLC2026-06-302026-08-15159,753$6,404,513None
Waverly Advisors, LLC2026-06-302026-08-159,446$378,681None
Thrivent Financial for Lutherans2026-06-302026-08-15485,013$19,444,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-156,281$250,914None
MAI Capital Management2026-06-302026-08-1531,609$1,267,188None
Cerity Partners LLC2026-06-302026-08-156,645$266,404None
Cresset Asset Management, LLC2026-06-302026-08-156,966$279,267None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-155,663$227,024None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-15110$4,411None
ROYAL BANK OF CANADA2026-06-302026-08-1572,301$2,899,000None
ROYAL BANK OF CANADA2026-06-302026-08-157,671$308,000None
ROYAL BANK OF CANADA2026-06-302026-08-153,000$120,000None
CITADEL ADVISORS LLC2026-06-302026-08-1525,914$1,038,892None
Larson Financial Group LLC2026-06-302026-08-155,941$238,161None
IHT Wealth Management, LLC2026-06-302026-08-15102,687$4,116,725None
PEAPACK GLADSTONE FINANCIAL CORP2026-06-302026-08-1520,034$803,000None
TWO SIGMA INVESTMENTS, LP2026-06-302026-08-15150,300$6,025,527None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1563,158$2,532,004None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15333,763$13,380,557None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1530,320$1,215,549None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1519,645$787,550None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15109,302$4,381,903None
BANK OF AMERICA CORP /DE/2026-06-302026-08-159,933$398,214None
Quantinno Capital Management LP2026-06-302026-08-1412,090$484,707None
CreativeOne Wealth, LLC2026-06-302026-08-146,476$259,622None
CreativeOne Wealth, LLC2026-06-302026-08-1438$1,525None
Rockefeller Capital Management L.P.2026-06-302026-08-143,122$125,175None
Steward Partners Investment Advisory, LLC2026-06-302026-08-143,966$159,010None
UBS Group AG2026-06-302026-08-149,463$379,372None
Mariner, LLC2026-06-302026-08-1420,430$819,026None

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

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Kings Path Partners LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗PIN OAK INVESTMENT ADVISORS INC ↗Parvin Asset Management, LLC ↗Corient Private Wealth LP ↗MCGUIRE CAPITAL ADVISORS INC ↗JPL Wealth Management, 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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