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 390 institutions that hold shares in the stock, with a total of 43.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
7,189
shares
|
$399,133
0.22% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Apr 11, 2025 Q1 2025 |
7,097
shares
|
$394,025
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
6,883
shares
|
$382,144
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
6,625
shares
|
$367,820
0.03% of portfolio
|
Q2 2025
Added 42.11%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
6,607
shares
|
$366,820
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
6,590
shares
|
$365,876
0.13% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
6,499
shares
|
$360,824
0.07% of portfolio
|
Q2 2025
Added 46.9%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
6,481
shares
|
$359,825
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
6,406
shares
|
$355,661
0.01% of portfolio
|
Q2 2025
Reduced 86.3%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
6,372
shares
|
$353,773
0.05% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
6,364
shares
|
$353,329
0.02% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
6,297
shares
|
$349,609
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
6,146
shares
|
$341,225
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Aug 08, 2025 Q2 2025 |
6,129
shares
|
$340,282
0.26% of portfolio
|
Q2 2025
Reduced 39.36%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
6,007
shares
|
$333,508
0.03% of portfolio
|
Q2 2025
Added 44.57%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
6,000
shares
|
$333,120
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
5,895
shares
|
$327,290
0.03% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
5,840
shares
|
$324,236
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
5,810
shares
|
$322,571
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Aug 07, 2025 Q2 2025 |
5,700
shares
|
$316,464
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
5,688
shares
|
$315,797
0.08% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
5,665
shares
|
$314,520
0.02% of portfolio
|
Q2 2025
Reduced 7.16%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
5,643
shares
|
$313,299
0.01% of portfolio
|
Q2 2025
Added 22.97%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
5,630
shares
|
$312,577
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Jul 23, 2025 Q2 2025 |
5,577
shares
|
$309,635
0.26% of portfolio
|
Q2 2025
Added 0.18%
|