Public ownership evidence

Fidelity MSCI Health Care Index ETF (FHLC) Ownership Disclosures

Read FHLC 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 Health Care Index ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
3,842
Value (USD)
$296,784
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 0001948780-26-000011
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 FHLC fundamentals

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

Read FHLC 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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Corient Private Wealth LP2026-06-302026-08-283,842$296,784None
Rehmann Capital Advisory Group2026-06-302026-08-215,219$403,234None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-203,547$274,006None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-2022,439$1,733,420None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20218,427$16,873,521None
Sankala Group LLC2026-06-302026-08-1992$7,598None
Beacon Pointe Advisors, LLC2026-06-302026-08-193,323$256,692None
Jacobs Equity LLC2026-06-302026-08-1825,775$1,991,119None
Maxele Advisors, LLC2026-06-302026-08-1821,567$1,666,021None
Comprehensive Money Management Services LLC2026-06-302026-08-1810,017$773,813None
Corient Private Wealth LP2026-06-302026-08-184,082$315,314None
Empowered Funds, LLC2026-06-302026-08-182,794$215,837None
Transamerica Financial Advisors, LLC2026-06-302026-08-1825,754$1,989,517None
Equitable Holdings, Inc.2026-06-302026-08-1851,615$3,987,289None
AtlasMark Financial, Inc2026-06-302026-08-184,400$339,900None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-182,840$219,000None
AMERIFLEX GROUP, INC.2026-06-302026-08-15553$42,725None
Glen Eagle Advisors, LLC2026-06-302026-08-153,147$243,134None
Modern Wealth Management, LLC2026-06-302026-08-15113,358$8,756,940None
Lifeworks Advisors, LLC2026-06-302026-08-1595,707$7,393,367None
Artemis Wealth Advisors, LLC2026-06-302026-08-153,960$305,877None
KCM INVESTMENT ADVISORS LLC2026-06-302026-08-153,001$231,827None
KINTRA WEALTH, LLC2026-06-302026-08-153,066$250,588None
Ameritas Advisory Services, LLC2026-06-302026-08-1526,744$2,066,009None
NFSG Corp2026-06-302026-08-15287$22,171None
Western Wealth Management, LLC2026-06-302026-08-154,813$371,827None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-153,005,747$232,193,956None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-153,005,747$232,193,956None
Foundations Investment Advisors, LLC2026-06-302026-08-153,422$264,350None
Q3 Asset Management2026-06-302026-08-1595,065$7,313,000None
Qube Research & Technologies Ltd2026-06-302026-08-152,903$224,257None
IFG Advisory, LLC2026-06-302026-08-15665$51,338None
Per Stirling Capital Management, LLC.2026-06-302026-08-154,031$311,404None
OSAIC HOLDINGS, INC.2026-06-302026-08-1537,408$2,889,801None
OSAIC HOLDINGS, INC.2026-06-302026-08-1518,740$1,447,665None
OSAIC HOLDINGS, INC.2026-06-302026-08-1559,844$4,622,980None
OSAIC HOLDINGS, INC.2026-06-302026-08-15131,432$10,170,473None
Heritage Wealth Advisors2026-06-302026-08-15233$18,017None
Orion Porfolio Solutions, LLC2026-06-302026-08-1517,088$1,320,060None
Regal Investment Advisors LLC2026-06-302026-08-154,150$320,588None
HRT FINANCIAL LP2026-06-302026-08-157,728$596,000None
FLOW TRADERS U.S. LLC2026-06-302026-08-1516,577$1,281,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1514,600$1,127,850Call
Ancora Advisors LLC2026-06-302026-08-15780$60,233None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15286$22,093None
Waverly Advisors, LLC2026-06-302026-08-153,668$283,354None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1546,932$3,654,598None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1521,848$1,687,727None
MAI Capital Management2026-06-302026-08-1539,098$3,020,315None
Cerity Partners LLC2026-06-302026-08-15177$13,652None

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

Corient Private Wealth LP ↗Rehmann Capital Advisory Group ↗STOCK YARDS BANK & TRUST CO ↗STOCK YARDS BANK & TRUST CO ↗MERCER GLOBAL ADVISORS INC /ADV ↗Sankala Group LLC ↗Beacon Pointe Advisors, LLC ↗Jacobs Equity LLC ↗Maxele Advisors, LLC ↗Comprehensive Money Management Services 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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