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 |
|---|---|---|---|---|---|
|
Permanent Capital Management, LP
Chicago, IL |
Oct 17, 2025 Q3 2025 |
7,097
shares
|
$397,999
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
7,012
shares
|
$393,232
0.02% of portfolio
|
Q3 2025
Added 26.94%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
6,883
shares
|
$385,998
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
6,845
shares
|
$383,867
0.02% of portfolio
|
Q3 2025
Added 7.56%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
6,613
shares
|
$370,857
0.01% of portfolio
|
Q3 2025
Reduced 12.76%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
6,590
shares
|
$369,567
0.13% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
6,535
shares
|
$366,482
0.03% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
6,405
shares
|
$359,192
0.05% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
6,358
shares
|
$356,556
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
6,355
shares
|
$356,388
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Fortitude Financial, LLC
Spokane, WA |
Oct 10, 2025 Q3 2025 |
6,322
shares
|
$354,537
0.24% of portfolio
|
Q3 2025
Reduced 9.8%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
6,297
shares
|
$353,135
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
6,250
shares
|
$350,500
0.01% of portfolio
|
Q3 2025
Added 481.4%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
6,230
shares
|
$349,378
0.02% of portfolio
|
Q3 2025
Added 13.71%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
6,146
shares
|
$344,667
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dahring | Cusmano LLC
Novi, MI |
Nov 07, 2025 Q3 2025 |
6,128
shares
|
$343,658
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Oct 28, 2025 Q3 2025 |
6,075
shares
|
$340,686
0.25% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
6,007
shares
|
$336,872
0.04% of portfolio
|
Q2 2025
Added 44.57%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
6,000
shares
|
$336,480
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
5,878
shares
|
$329,638
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
5,840
shares
|
$327,507
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 14, 2025 Q3 2025 |
5,828
shares
|
$326,834
0.22% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
5,815
shares
|
$326,105
0.02% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
5,781
shares
|
$324,198
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
5,708
shares
|
$320,104
0.07% of portfolio
|
Q3 2025
New holding
|