Separate the three disclosure sources
Recent institutional filing receipts
Fidelity Quality 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
- 15,792
- Value (USD)
- $1,013,186
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
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 0001464811-26-000009Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.
Read FQAL fundamentals
Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.
Read FQAL fundamentalsKeep 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. | 2025-03-31 | 2026-08-29 | 15,792 | $1,013,186 | None |
| Rehmann Capital Advisory Group | 2026-06-30 | 2026-08-21 | 3,244 | $263,990 | None |
| MERCER GLOBAL ADVISORS INC /ADV | 2026-06-30 | 2026-08-20 | 14,952 | $1,216,493 | None |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2026-06-30 | 2026-08-18 | 3,036 | $246,827 | None |
| CENTAURUS FINANCIAL, INC. | 2026-06-30 | 2026-08-18 | 1,823 | $148,000 | None |
| Glen Eagle Advisors, LLC | 2026-06-30 | 2026-08-15 | 6,437 | $523,700 | None |
| JPL Wealth Management, LLC | 2026-06-30 | 2026-08-15 | 24 | $1,953 | None |
| FWL INVESTMENT MANAGEMENT, LLC | 2026-06-30 | 2026-08-15 | 3,452 | $280,857 | None |
| Mutual Advisors, LLC | 2026-06-30 | 2026-08-15 | 5,934 | $482,764 | None |
| Qube Research & Technologies Ltd | 2026-06-30 | 2026-08-15 | 347 | $28,232 | None |
| IFG Advisory, LLC | 2026-06-30 | 2026-08-15 | 407 | $33,136 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 10,001 | $813,667 | None |
| OSAIC HOLDINGS, INC. | 2026-06-30 | 2026-08-15 | 113,728 | $9,257,751 | None |
| JANE STREET GROUP, LLC | 2026-06-30 | 2026-08-15 | 9,571 | $778,704 | None |
| Regal Investment Advisors LLC | 2026-06-30 | 2026-08-15 | 5,360 | $436,094 | None |
| HRT FINANCIAL LP | 2026-06-30 | 2026-08-15 | 31,329 | $2,548,000 | None |
| FLOW TRADERS U.S. LLC | 2026-06-30 | 2026-08-15 | 4,554 | $371,000 | None |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2026-06-30 | 2026-08-15 | 2,473 | $201,205 | None |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2026-06-30 | 2026-08-15 | 54,850 | $4,462,640 | None |
| &PARTNERS | 2026-06-30 | 2026-08-15 | 7,661 | $270,767 | None |
| Cerity Partners LLC | 2026-06-30 | 2026-08-15 | 23,829 | $1,938,723 | None |
| Cerity Partners LLC | 2026-06-30 | 2026-08-15 | 14,312 | $1,164,461 | None |
| Cerity Partners LLC | 2026-06-30 | 2026-08-15 | 183 | $14,889 | None |
| AQR CAPITAL MANAGEMENT LLC | 2026-06-30 | 2026-08-15 | 3,853 | $313,506 | None |
| Park Place Capital Corp | 2026-06-30 | 2026-08-15 | 607 | $49,386 | None |
| ROYAL BANK OF CANADA | 2026-06-30 | 2026-08-15 | 75,019 | $6,104,000 | None |
| LOGAN CAPITAL MANAGEMENT INC | 2026-06-30 | 2026-08-15 | 36 | $2,927 | None |
| CITADEL ADVISORS LLC | 2026-06-30 | 2026-08-15 | 14,967 | $1,217,727 | None |
| Coppell Advisory Solutions LLC | 2026-06-30 | 2026-08-15 | 74 | $770,765 | None |
| World Investment Advisors | 2026-06-30 | 2026-08-15 | 6,622 | $525,429 | None |
| GOLDMAN SACHS GROUP INC | 2026-06-30 | 2026-08-15 | 22,994 | $1,870,810 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 68,295 | $5,556,536 | None |
| RAYMOND JAMES FINANCIAL INC | 2026-06-30 | 2026-08-15 | 4,601 | $374,341 | None |
| WELLS FARGO & COMPANY/MN | 2026-06-30 | 2026-08-15 | 80 | $6,481 | None |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 2026-08-15 | 19,244 | $1,565,711 | None |
| BANK OF AMERICA CORP /DE/ | 2026-06-30 | 2026-08-15 | 30,166 | $2,454,306 | None |
| Silver Grove Financial Group, Inc. | 2026-06-30 | 2026-08-14 | 3,405 | $277,034 | None |
| Burk Holdings LLC | 2026-06-30 | 2026-08-14 | 600 | $48,816 | None |
| Flavin Financial Services, Inc. | 2026-06-30 | 2026-08-14 | 11,450 | $931,581 | None |
| Hobbs Group Advisors, LLC | 2026-06-30 | 2026-08-14 | 11,621 | $945,505 | None |
| TWIN PEAKS WEALTH ADVISORS, LLC | 2026-06-30 | 2026-08-14 | 2,741 | $222,983 | None |
| Quantinno Capital Management LP | 2026-06-30 | 2026-08-14 | 2,699 | $219,617 | None |
| Rockefeller Capital Management L.P. | 2026-06-30 | 2026-08-14 | 29,368 | $2,389,405 | None |
| Rockefeller Capital Management L.P. | 2026-06-30 | 2026-08-14 | 5,840 | $475,169 | None |
| Rockefeller Capital Management L.P. | 2026-06-30 | 2026-08-14 | 2,232 | $181,645 | None |
| Rockefeller Capital Management L.P. | 2026-06-30 | 2026-08-14 | 21,034 | $1,711,374 | None |
| Steward Partners Investment Advisory, LLC | 2026-06-30 | 2026-08-14 | 531 | $43,202 | None |
| UBS Group AG | 2026-06-30 | 2026-08-14 | 3,198 | $260,192 | None |
| UBS Group AG | 2026-06-30 | 2026-08-14 | 644 | $52,396 | None |
| Mariner, LLC | 2026-06-30 | 2026-08-14 | 16,850 | $1,370,908 | None |
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90-day public filing window, up to 50 source positions.
Recent Congressional disclosures
No matching Congressional transactions were returned in this source preview.
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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.
Company insiders
SEC Form 4 purchases, sales and awards report transactions and their public filing availability.
Institutional managers
13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.
Congressional filers
Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.
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.