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 |
|---|---|---|---|---|---|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
1,250
shares
|
$69,400
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,181
shares
|
$65,569
0.0% of portfolio
|
Q2 2025
Reduced 67.68%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
1,173
shares
|
$65,124
0.06% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
1,171
shares
|
$65,013
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
1,104
shares
|
$61,294
0.0% of portfolio
|
Q2 2025
Added 37.48%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
1,075
shares
|
$59,684
0.0% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
952
shares
|
$52,855
0.0% of portfolio
|
Q2 2025
Added 95100.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
926
shares
|
$51,411
0.01% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
827
shares
|
$45,915
0.0% of portfolio
|
Q2 2024
Reduced 10.79%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
800
shares
|
$44,416
0.0% of portfolio
|
Q1 2022
Reduced 96.33%
|
|
|
Horrell Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
750
shares
|
$41,640
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
700
shares
|
$38,864
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
700
shares
|
$38,864
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
679
shares
|
$37,698
0.0% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
622
shares
|
$34,533
0.0% of portfolio
|
Q2 2025
Added 331.94%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
611
shares
|
$33,922
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
600
shares
|
$33,312
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
560
shares
|
$31,091
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
560
shares
|
$31,091
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jul 29, 2025 Q2 2025 |
541
shares
|
$30,036
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
525
shares
|
$29,148
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
516
shares
|
$28,648
0.0% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
514
shares
|
$28,537
0.01% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
473
shares
|
$26,260
0.0% of portfolio
|
Q2 2025
Added 80.53%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
452
shares
|
$25,095
0.01% of portfolio
|
Q2 2025
Reduced 70.46%
|