Institutional Ownership Fidelity High Dividend ETF (FDVV)
This table provides information about the institutional ownership of Fidelity High Dividend ETF (FDVV). We have compiled data on the 428 institutions that hold shares in the stock, with a total of 49.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
4,504,862
shares
|
$253 Million
0.08% of portfolio
|
Q3 2025
Added 63.33%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
2,959,267
shares
|
$166 Million
0.21% of portfolio
|
Q3 2025
Reduced 11.63%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2,342,857
shares
|
$131 Million
0.01% of portfolio
|
Q3 2025
Added 6.68%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
2,226,992
shares
|
$125 Million
0.01% of portfolio
|
Q3 2025
Added 34.58%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
2,199,223
shares
|
$123 Million
6.01% of portfolio
|
Q3 2025
Added 10.09%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,840,363
shares
|
$103 Million
0.03% of portfolio
|
Q3 2025
Added 11.64%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,657,341
shares
|
$92.9 Million
0.03% of portfolio
|
Q3 2025
Added 62.21%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
1,535,238
shares
|
$86.1 Million
0.11% of portfolio
|
Q3 2025
Added 57.95%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,384,214
shares
|
$77.6 Million
0.02% of portfolio
|
Q3 2025
Added 25.62%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,283,136
shares
|
$72 Million
0.11% of portfolio
|
Q3 2025
Added 13.79%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 07, 2025 Q3 2025 |
1,044,083
shares
|
$58.6 Million
0.0% of portfolio
|
Q3 2025
Added 8.45%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
966,347
shares
|
$54.2 Million
0.04% of portfolio
|
Q3 2025
Added 21.48%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
879,856
shares
|
$49.3 Million
0.13% of portfolio
|
Q3 2025
Added 20.12%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
774,330
shares
|
$43.4 Million
5.89% of portfolio
|
Q3 2025
Added 9.11%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
767,848
shares
|
$43.1 Million
8.38% of portfolio
|
Q3 2025
Reduced 7.1%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
692,656
shares
|
$38.8 Million
0.52% of portfolio
|
Q3 2025
Added 23.36%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
666,515
shares
|
$37.4 Million
0.0% of portfolio
|
Q3 2025
Added 6.14%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
666,060
shares
|
$37.4 Million
0.18% of portfolio
|
Q3 2025
Added 18.93%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
612,456
shares
|
$34.3 Million
0.67% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
551,006
shares
|
$30.9 Million
0.8% of portfolio
|
Q3 2025
Added 10.09%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
547,991
shares
|
$30.7 Million
0.14% of portfolio
|
Q2 2025
Added 4.82%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
520,549
shares
|
$29.2 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 30, 2025 Q3 2025 |
503,615
shares
|
$28.2 Million
4.75% of portfolio
|
Q3 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
457,765
shares
|
$25.7 Million
0.14% of portfolio
|
Q2 2025
Added 5.71%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
457,386
shares
|
$25.7 Million
3.51% of portfolio
|
Q3 2025
Added 1.56%
|