Public ownership evidence

Fidelity Yield Enhanced Equity ETF (FYEE) Ownership Disclosures

Read FYEE 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 Yield Enhanced Equity ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Beacon Pointe Advisors, LLC
Report period
2026-06-30
Available
2026-08-19
Reported shares
11,009
Value (USD)
$318,044
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 0002085853-26-001042
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 FYEE fundamentals

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

Read FYEE 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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Beacon Pointe Advisors, LLC2026-06-302026-08-1911,009$318,044None
NFSG Corp2026-06-302026-08-1523,680$684,115None
OSAIC HOLDINGS, INC.2026-06-302026-08-155$144None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,834$53,022None
ROYAL BANK OF CANADA2026-06-302026-08-153,117$90,000None
CITADEL ADVISORS LLC2026-06-302026-08-1517,608$508,695None
Mission Financial Group, LLC2026-06-302026-08-1440,784$1,178,244None
Cetera Investment Advisers2026-06-302026-08-13161,110$4,654,458None
SIMPLEX TRADING, LLC2026-06-302026-08-13819$23,660None
Aptus Capital Advisors, LLC2026-06-302026-08-1377,763$2,246,573None
NewEdge Advisors, LLC2026-06-302026-08-1369,787$2,016,150None
Summit Financial, LLC2026-06-302026-08-137,002$202,288None
JPMORGAN CHASE & CO2026-06-302026-08-131$33None
LPL Financial LLC2026-06-302026-08-08485,922$14,038,293None
SILVER OAK SECURITIES, INCORPORATED2026-06-302026-08-0817,995$519,876None
MML INVESTORS SERVICES, LLC2026-06-302026-08-087,337$211,965None
WEALTH EFFECTS LLC2026-06-302026-08-0753,812$1,554,624None
FINANCIAL MANAGEMENT NETWORK INC2026-06-302026-08-0738,595$1,126,588None
Global Retirement Partners, LLC2026-06-302026-08-075,590$161,482None
Bleakley Financial Group, LLC2026-06-302026-08-06190,220$5,495,452None
TBH Global Asset Management, LLC2026-06-302026-08-06104,136$3,008,478None
Boston Partners2026-06-302026-08-0582,420$2,381,119None
Summit Wealth Partners, LLC2026-06-302026-08-0438,460$1,111,109None
Savvy Advisors, Inc.2026-06-302026-08-0421,512$621,477None
Global Trust Asset Management, LLC2026-06-302026-08-0437,791$1,091,779None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-0416,905$488,396None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-3194,965$2,744,000None
RESOLUTE CAPITAL, LLC2026-06-302026-07-3058,696$1,695,713None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-30701,686$20,271,694None
Kestra Advisory Services, LLC2026-06-302026-07-2934,647$1,000,940None
KESTRA PRIVATE WEALTH SERVICES, LLC2026-06-302026-07-29140,234$4,051,360None
Atria Investments, Inc2026-06-302026-07-2921,069$608,683None
PRIVATE TRUST CO NA2026-06-302026-07-291,382$39,926None
Concurrent Investment Advisors, LLC2026-06-302026-07-28240,180$6,938,795None
Westside Investment Management, Inc.2026-06-302026-07-28200$5,778None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-2894,965$2,744,000None
KRAEMATON INVESTMENT ADVISORS, INC2026-06-302026-07-2536,143$1,044,159None
RMR Wealth Builders2026-06-302026-07-257,792$225,118None
PARSONS CAPITAL MANAGEMENT INC/RI2026-06-302026-07-257,217$208,500None
Sentinel Advisory Group, LLC2026-06-302026-07-24209,505$6,052,586None
PFG Investments, LLC2026-06-302026-07-2416,000$462,240None
AdvisorNet Financial, Inc2026-06-302026-07-244,400$127,116None
FLAGSHIP HARBOR ADVISORS, LLC2026-06-302026-07-239,189$265,481None
Traynor Capital Management, Inc.2026-06-302026-07-2351,848$1,497,892None
J.W. COLE ADVISORS, INC.2026-06-302026-07-2218,537$535,533None
Hixon Zuercher, LLC2026-06-302026-07-2110,054$290,446None
IFP Advisors, Inc2026-06-302026-07-214,521$130,612None
Farther Finance Advisors, LLC2026-06-302026-07-18502$14,503None
San Luis Wealth Advisors LLC2026-06-302026-07-1768,913$1,990,909None
Spire Wealth Management2026-06-302026-07-1623,791$687,319None

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

Beacon Pointe Advisors, LLC ↗NFSG Corp ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗ROYAL BANK OF CANADA ↗CITADEL ADVISORS LLC ↗Mission Financial Group, LLC ↗Cetera Investment Advisers ↗SIMPLEX TRADING, LLC ↗Aptus Capital Advisors, 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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