Public ownership evidence

Fidelity Low Duration Bond Factor ETF (FLDR) Ownership Disclosures

Read FLDR 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 Low Duration Bond Factor 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
8,449
Value (USD)
$423,469
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 FLDR fundamentals

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

Read FLDR 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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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.2025-03-312026-08-298,449$423,469None
SELDON CAPITAL LP2026-06-302026-08-156,552$328,321None
PERSPECTIVE WEALTH ADVISORS LLC2026-06-302026-08-1568,508$3,432,946None
Schwallier Wealth Management LLC2026-06-302026-08-1538,577$1,933,113None
Ameritas Advisory Services, LLC2026-06-302026-08-159,667$484,409None
OSAIC HOLDINGS, INC.2026-06-302026-08-15726$36,366None
OSAIC HOLDINGS, INC.2026-06-302026-08-1554,800$2,754,499None
OSAIC HOLDINGS, INC.2026-06-302026-08-15191,438$9,595,602None
JANE STREET GROUP, LLC2026-06-302026-08-15295,935$14,829,303None
HRT FINANCIAL LP2026-06-302026-08-1526,639$1,334,000None
Medallion Wealth Advisors, LLC2026-06-302026-08-152,000$100,220None
&PARTNERS2026-06-302026-08-1515,930$798,254None
ROYAL BANK OF CANADA2026-06-302026-08-15104,025$5,213,000None
World Investment Advisors2026-06-302026-08-1534,255$1,714,463None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15888,574$44,526,438None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-151,600$80,176None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15364,111$18,245,623None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15881,295$44,161,675None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15227,505$11,400,276None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1582,096$4,113,814None
Flavin Financial Services, Inc.2026-06-302026-08-1432,755$1,641,353None
Rockefeller Capital Management L.P.2026-06-302026-08-145,557$278,461None
Rockefeller Capital Management L.P.2026-06-302026-08-14150$7,517None
Steward Partners Investment Advisory, LLC2026-06-302026-08-141,975$98,967None
UBS Group AG2026-06-302026-08-14153,932$7,713,533None
Arete Wealth Advisors, LLC2026-06-302026-08-14119,876$6,006,997None
Fortis Capital Management LLC2026-06-302026-08-1469,149$3,465,069None
Snowden Capital Advisors LLC2026-06-302026-08-1455,800$2,796,138None
MORGAN STANLEY2026-06-302026-08-14371$18,610None
MORGAN STANLEY2026-06-302026-08-14241,409$12,097,026None
FMR LLC2026-06-302026-08-148,873,080$444,630,031None
COMPASS FINANCIAL MANAGEMENT LLC2026-06-302026-08-139$451None
Integrated Wealth Concepts LLC2026-06-302026-08-138$406None
Cetera Investment Advisers2026-06-302026-08-1384,869$4,252,787None
Aptus Capital Advisors, LLC2026-06-302026-08-131,858$93,104None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-13206,400$10,342,722None
SHUFRO ROSE & CO LLC2026-06-302026-08-1313,300$666,463None
JPMORGAN CHASE & CO2026-06-302026-08-1359,385$2,976,376None
JPMORGAN CHASE & CO2026-06-302026-08-1318,960$950,319None
Burnham & Co LLC2026-06-302026-08-1243,014$2,155,412None
LaSalle St. Investment Advisors, LLC2026-06-302026-08-1210,257$513,987None
Private Wealth Asset Management, LLC2026-06-302026-08-1220$1,015None
RASP WEALTH SOLUTIONS, LLC2026-06-302026-08-124,524$226,691None
Stratos Wealth Partners, LTD.2026-06-302026-08-12225,336$11,291,618None
Arete Wealth Advisors, LLC2025-12-312026-08-12106,151$5,331,994None
Arete Wealth Advisors, LLC2026-06-302026-08-12119,876$6,006,997None
WealthTrust Axiom LLC2026-06-302026-08-12185,258$9,283,268None
Allworth Financial LP2026-06-302026-08-120$20None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-12751$37,644None
Tanglewood Legacy Advisors, LLC2026-06-302026-08-11104$5,211None

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

B. Riley Wealth Advisors, Inc. ↗SELDON CAPITAL LP ↗PERSPECTIVE WEALTH ADVISORS LLC ↗Schwallier Wealth Management LLC ↗Ameritas Advisory Services, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗HRT FINANCIAL LP ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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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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