Public ownership evidence

Fidelity Fundamental Small-Mid Cap ETF (FFSM) Ownership Disclosures

Read FFSM 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 Fundamental Small-Mid Cap ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
MERCER GLOBAL ADVISORS INC /ADV
Report period
2026-06-30
Available
2026-08-20
Reported shares
11,600
Value (USD)
$443,235
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 0000853758-26-000016
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 FFSM fundamentals

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

Read FFSM 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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MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2011,600$443,235None
Mutual Advisors, LLC2026-06-302026-08-159,799$374,422None
Advyzon Investment Management, LLC2026-06-302026-08-15115,144$4,399,652None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-155,280$201,749None
XTX Topco Ltd2026-06-302026-08-156,531$249,550None
Per Stirling Capital Management, LLC.2026-06-302026-08-1554,079$2,066,347None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,741$104,717None
OSAIC HOLDINGS, INC.2026-06-302026-08-15629$24,034None
OSAIC HOLDINGS, INC.2026-06-302026-08-1513,522$516,899None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1549$1,872None
Cutler Capital Management, LLC2026-06-302026-08-157,860$300,331None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1535$1,314None
MAI Capital Management2026-06-302026-08-15307,244$11,739,793None
ROYAL BANK OF CANADA2026-06-302026-08-15482$18,000None
ROYAL BANK OF CANADA2026-06-302026-08-1587$3,000None
TWO SIGMA INVESTMENTS, LP2026-06-302026-08-1530,600$1,169,226None
GOLDMAN SACHS GROUP INC2026-06-302026-08-15180,959$6,914,443None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1537$1,414None
CreativeOne Wealth, LLC2026-06-302026-08-1415,540$593,783None
CreativeOne Wealth, LLC2026-06-302026-08-148$304None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14154$5,884None
Creative Planning2026-06-302026-08-1419,014$726,514None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-14356$13,603None
MENORA MIVTACHIM HOLDINGS LTD.2026-06-302026-08-14219,125$8,372,766None
HANTZ FINANCIAL SERVICES, INC.2026-06-302026-08-14543$21,000None
VANGUARD ADVISERS INC2026-06-302026-08-14474$18,112None
MORGAN STANLEY2026-06-302026-08-142,297$87,768None
MORGAN STANLEY2026-06-302026-08-141$49None
MORGAN STANLEY2026-06-302026-08-14723$27,626None
MORGAN STANLEY2026-06-302026-08-14886$33,879None
FMR LLC2026-06-302026-08-148,569,300$327,432,947None
FMR LLC2026-06-302026-08-1418,112,530$692,079,771None
SK Wealth Management, LLC2026-06-302026-08-13194,656$7,344,374None
Cetera Investment Advisers2026-06-302026-08-13135,211$5,166,426None
NewEdge Advisors, LLC2026-06-302026-08-13131$5,006None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-132,997$114,499None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-1323,579$900,954None
JPMORGAN CHASE & CO2026-06-302026-08-13161$6,091None
JPMORGAN CHASE & CO2026-06-302026-08-13125,783$4,749,601None
Godfrey Financial Associates, Inc.2026-06-302026-08-1272$2,751None
Allworth Financial LP2026-06-302026-08-12364$13,921None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-1211,600$443,235None
PlanVest Financial, Inc2026-06-302026-08-1118$688None
Arax Advisory Partners2026-06-302026-08-1120$765None
NATIONAL BANK OF CANADA /FI/2026-06-302026-08-115,550$203,186None
NATIONAL BANK OF CANADA /FI/2026-06-302026-08-1112,378$469,869None
PENSION & WEALTH MANAGEMENT ADVISORS, INC.2026-06-302026-08-0823,760$907,908None
PENSION & WEALTH MANAGEMENT ADVISORS, INC.2026-03-312026-08-0828,218$901,588None
PENSION & WEALTH MANAGEMENT ADVISORS, INC.2025-12-312026-08-0828,194$865,304None
PENSION & WEALTH MANAGEMENT ADVISORS, INC.2025-09-302026-08-0829,600$864,619None

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

MERCER GLOBAL ADVISORS INC /ADV ↗Mutual Advisors, LLC ↗Advyzon Investment Management, LLC ↗INSIGNEO ADVISORY SERVICES, LLC ↗XTX Topco Ltd ↗Per Stirling Capital Management, LLC. ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗FIDUCIARY FINANCIAL ADVISORS ↗

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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