Public ownership evidence

Fidelity Enhanced Small Cap Core ETF (FESM) Ownership Disclosures

Read FESM 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 Small Cap Core ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Cornerstone Financial Management LLC
Report period
2026-06-30
Available
2026-08-29
Reported shares
19,485
Value (USD)
$940,913
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 0002110329-26-000015
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 FESM fundamentals

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

Read FESM 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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Cornerstone Financial Management LLC2026-06-302026-08-2919,485$940,913None
Cornerstone Financial Management LLC2026-03-312026-08-2918,141$689,353None
Cornerstone Financial Management LLC2025-12-312026-08-2914,630$552,729None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-206,512$314,473None
Copia Wealth Management2026-06-302026-08-198$386None
Equitable Holdings, Inc.2026-06-302026-08-18260,147$12,562,508None
Odyssey Group, LLC2026-06-302026-08-154,961$239,560None
AMERIFLEX GROUP, INC.2026-06-302026-08-15155$7,503None
Mutual Advisors, LLC2026-06-302026-08-15223,920$10,813,090None
Advyzon Investment Management, LLC2026-06-302026-08-1513,219$638,346None
Milestone Investment Advisors LLC2026-06-302026-08-15169,703$8,194,970None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-155,900$284,911None
MAGNOLIA CAPITAL ADVISORS LLC2026-06-302026-08-1526,042$1,257,568None
IFG Advisory, LLC2026-06-302026-08-1527,864$1,345,556None
Per Stirling Capital Management, LLC.2026-06-302026-08-15142,639$6,888,014None
OSAIC HOLDINGS, INC.2026-06-302026-08-15186,823$9,021,677None
OSAIC HOLDINGS, INC.2026-06-302026-08-1587,887$4,244,071None
OSAIC HOLDINGS, INC.2026-06-302026-08-1520,500$989,931None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,453,925$70,244,283None
Betterment LLC2026-06-302026-08-1517,511$846,000None
Regal Investment Advisors LLC2026-06-302026-08-158,161$394,095None
Gallagher Fiduciary Advisors, LLC2026-06-302026-08-1578,985$3,814,187None
Ancora Advisors LLC2026-06-302026-08-15500$24,145None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-155$242None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15100$4,852None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-153,162$152,701None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1514$678None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15245$11,811None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15184$8,880None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15425$20,525None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-153$146None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15128$6,162None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1551$2,475None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15140$6,745None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15693$33,481None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15850$41,049None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1519$920None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15527$25,433None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15589$28,448None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15232$11,209None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-158$388None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15234$11,279None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-152,674$129,150None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151$49None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15596$28,774None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15129$6,211None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15508$24,509None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151$48None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-152$97None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1534$1,649None

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

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Copia Wealth Management ↗Equitable Holdings, Inc. ↗Odyssey Group, LLC ↗AMERIFLEX GROUP, INC. ↗Mutual Advisors, LLC ↗Advyzon Investment Management, 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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