Public ownership evidence

Fidelity Value Factor ETF (FVAL) Ownership Disclosures

Read FVAL 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 Value 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
12,806
Value (USD)
$763,090
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 FVAL fundamentals

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

Read FVAL 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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B. Riley Wealth Advisors, Inc.2025-03-312026-08-2912,806$763,090None
Custos Family Office, LLC2026-03-312026-08-20122,612$8,509,285None
Custos Family Office, LLC2026-06-302026-08-20123,100$9,593,744None
Goodwin Investment Advisory2026-06-302026-08-204,985$388,502None
Goodwin Investment Advisory2026-06-302026-08-208,223$640,854None
Goodwin Investment Advisory2026-06-302026-08-206,330$493,368None
Goodwin Investment Advisory2026-06-302026-08-203,572$278,381None
Goodwin Investment Advisory2026-06-302026-08-204,881$380,397None
Goodwin Investment Advisory2026-06-302026-08-202,939$229,049None
Goodwin Investment Advisory2026-06-302026-08-202,638$205,639None
Goodwin Investment Advisory2026-06-302026-08-205,390$420,066None
Goodwin Investment Advisory2026-06-302026-08-2011,941$930,648None
Goodwin Investment Advisory2026-06-302026-08-202,612$203,564None
Goodwin Investment Advisory2026-06-302026-08-203,460$269,653None
Goodwin Investment Advisory2026-06-302026-08-204,290$334,338None
Goodwin Investment Advisory2026-06-302026-08-202,833$220,788None
Goodwin Investment Advisory2026-06-302026-08-202,971$231,543None
Goodwin Investment Advisory2026-06-302026-08-203,599$280,485None
Goodwin Investment Advisory2026-06-302026-08-203,926$305,970None
Goodwin Investment Advisory2026-06-302026-08-203,720$289,915None
Goodwin Investment Advisory2026-06-302026-08-208,531$664,858None
Goodwin Investment Advisory2026-06-302026-08-202,906$226,477None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-203,637$283,483None
Empowered Funds, LLC2026-06-302026-08-1847,384$3,692,844None
Equitable Holdings, Inc.2026-06-302026-08-188,095$630,841None
Glen Eagle Advisors, LLC2026-06-302026-08-152,832$220,710None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15173$13,483None
Mutual Advisors, LLC2026-06-302026-08-156,403$499,023None
Ameritas Advisory Services, LLC2026-06-302026-08-156,663$519,313None
IFG Advisory, LLC2026-06-302026-08-15448$34,934None
OSAIC HOLDINGS, INC.2026-06-302026-08-1510,843$845,008None
OSAIC HOLDINGS, INC.2026-06-302026-08-15243,672$18,995,786None
Orion Porfolio Solutions, LLC2026-06-302026-08-1522,080$1,720,792None
GTS SECURITIES LLC2026-06-302026-08-1518,192$1,417,775None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1513,796$1,075,183None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-156,445$502,287None
Ancora Advisors LLC2026-06-302026-08-15504$39,297None
Lavaca Capital LLC2026-06-302026-08-15933$72,713None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1537$2,884None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1522$1,715None
&PARTNERS2026-06-302026-08-159,517$768,255None
Thrivent Financial for Lutherans2026-06-302026-08-1572,699$5,666,000None
Thrivent Financial for Lutherans2026-06-302026-08-154,265$332,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15136,513$10,592,052None
MAI Capital Management2026-06-302026-08-15294,572$22,957,255None
Cerity Partners LLC2026-06-302026-08-151,895$147,681None
Cerity Partners LLC2026-06-302026-08-154,335$337,846None
Cerity Partners LLC2026-06-302026-08-152,181$169,951None
Cambria Investment Management, L.P.2026-06-302026-08-1547,384$3,692,844None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1515,023$1,170,836None

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

B. Riley Wealth Advisors, Inc. ↗Custos Family Office, LLC ↗Custos Family Office, LLC ↗Goodwin Investment Advisory ↗Goodwin Investment Advisory ↗Goodwin Investment Advisory ↗Goodwin Investment Advisory ↗Goodwin Investment Advisory ↗Goodwin Investment Advisory ↗Goodwin Investment Advisory ↗

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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