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 |
|---|---|---|---|---|---|
|
Landing Point Financial Group, LLC
Avon, OH |
Nov 12, 2025 Q3 2025 |
456,715
shares
|
$25.6 Million
15.12% of portfolio
|
Q3 2025
Added 33.71%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
399,413
shares
|
$22.4 Million
0.12% of portfolio
|
Q3 2025
Added 271.0%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
374,352
shares
|
$21 Million
4.64% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
373,662
shares
|
$21 Million
0.21% of portfolio
|
Q3 2025
Reduced 4.96%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
366,859
shares
|
$20.6 Million
6.06% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
342,485
shares
|
$19.2 Million
0.03% of portfolio
|
Q3 2025
Added 29.98%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 17, 2025 Q3 2025 |
338,756
shares
|
$19 Million
8.39% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
337,303
shares
|
$18.9 Million
0.02% of portfolio
|
Q3 2024
Added 51.67%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
323,525
shares
|
$18.1 Million
4.56% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Systelligence, LLC
|
Nov 13, 2025 Q3 2025 |
309,256
shares
|
$17.3 Million
3.88% of portfolio
|
Q3 2025
Added 3.88%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
302,538
shares
|
$17 Million
2.71% of portfolio
|
Q3 2025
Added 13.77%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
300,073
shares
|
$16.8 Million
0.76% of portfolio
|
Q3 2025
Added 25.02%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
299,212
shares
|
$16.8 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
294,263
shares
|
$16.5 Million
0.46% of portfolio
|
Q2 2025
Added 6.94%
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
Oct 24, 2025 Q3 2025 |
285,386
shares
|
$16 Million
4.84% of portfolio
|
Q3 2025
Added 63.5%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
283,873
shares
|
$15.9 Million
0.1% of portfolio
|
Q3 2025
Added 127.69%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
282,196
shares
|
$15.8 Million
0.03% of portfolio
|
Q3 2023
Added 3.86%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
259,786
shares
|
$14.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 50.49%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
247,419
shares
|
$13.9 Million
0.03% of portfolio
|
Q3 2025
Added 361.65%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
243,006
shares
|
$13.6 Million
0.04% of portfolio
|
Q3 2025
Added 43.11%
|
|
|
Prentice Wealth Management LLC
|
Oct 09, 2025 Q3 2025 |
242,623
shares
|
$13.6 Million
3.44% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
228,845
shares
|
$12.8 Million
0.27% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
228,660
shares
|
$12.8 Million
1.52% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
226,140
shares
|
$12.7 Million
0.28% of portfolio
|
Q2 2025
Added 309.79%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
224,373
shares
|
$12.6 Million
1.54% of portfolio
|
Q2 2024
Reduced 0.5%
|