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 |
|---|---|---|---|---|---|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
433
shares
|
$24,040
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
422
shares
|
$23,429
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
409
shares
|
$22,707
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
400
shares
|
$22,208
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
321
shares
|
$17,821
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
282
shares
|
$15,656
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
236
shares
|
$13,102
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
212
shares
|
$11,770
0.0% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
208
shares
|
$11,548
0.01% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
191
shares
|
$10,604
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
190
shares
|
$10,548
0.01% of portfolio
|
Q1 2025
Added 11.76%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
175
shares
|
$9,716
0.0% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
135
shares
|
$7,495
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
135
shares
|
$7,495
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
131
shares
|
$7,273
0.0% of portfolio
|
Q3 2024
Reduced 12.08%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
123
shares
|
$6,828
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
118
shares
|
$6,551
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
110
shares
|
$6,107
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
100
shares
|
$5,552
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
100
shares
|
$5,552
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
100
shares
|
$5,552
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
81
shares
|
$4,497
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
76
shares
|
$4,219
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
58
shares
|
$3,220
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
53
shares
|
$2,942
0.0% of portfolio
|
Q2 2025
Reduced 52.25%
|