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 |
|---|---|---|---|---|---|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
5,524
shares
|
$306,692
0.02% of portfolio
|
Q2 2025
Added 20.11%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
5,479
shares
|
$304,194
0.02% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
5,434
shares
|
$301,695
0.09% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
5,420
shares
|
$300,918
0.01% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
5,399
shares
|
$299,752
0.05% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
5,336
shares
|
$296,254
0.0% of portfolio
|
Q2 2025
Reduced 38.21%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
5,319
shares
|
$295,310
0.08% of portfolio
|
Q2 2025
Added 23.53%
|
|
|
Mwa Asset Management
Lexington, MA |
Aug 12, 2025 Q2 2025 |
5,298
shares
|
$294,144
0.17% of portfolio
|
Q2 2025
Reduced 4.51%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
5,176
shares
|
$287,371
0.0% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
5,172
shares
|
$287,149
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
5,167
shares
|
$286,871
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
5,137
shares
|
$285,206
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
5,072
shares
|
$281,597
0.07% of portfolio
|
Q1 2025
Added 15.06%
|
|
|
Southern Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
5,000
shares
|
$277,600
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Aug 20, 2025 Q2 2025 |
4,946
shares
|
$274,601
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
4,908
shares
|
$272,492
0.03% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
4,879
shares
|
$270,882
0.07% of portfolio
|
Q2 2025
Added 20.38%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
4,853
shares
|
$269,438
0.04% of portfolio
|
Q2 2025
Reduced 7.65%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
4,843
shares
|
$268,883
0.03% of portfolio
|
Q1 2025
Added 18.32%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
4,835
shares
|
$268,439
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
4,828
shares
|
$268,050
0.05% of portfolio
|
Q2 2025
Added 5.23%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
4,694
shares
|
$260,610
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 15, 2025 Q2 2025 |
4,661
shares
|
$258,778
0.09% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
4,599
shares
|
$255,336
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
4,512
shares
|
$250,506
0.0% of portfolio
|
Q2 2025
Added 3.68%
|