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 369 institutions that hold shares in the stock, with a total of 38.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
341,563
shares
|
$18.3 Million
12.85% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
337,303
shares
|
$18.1 Million
0.02% of portfolio
|
Q3 2024
Added 51.67%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
317,772
shares
|
$17.1 Million
7.88% of portfolio
|
Q1 2025
Added 7.3%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
309,922
shares
|
$16.6 Million
4.4% of portfolio
|
Q1 2025
Added 5.98%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
300,474
shares
|
$16.1 Million
0.21% of portfolio
|
Q2 2025
Reduced 29.5%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
294,263
shares
|
$15.8 Million
0.16% of portfolio
|
Q1 2025
Added 7.73%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
282,196
shares
|
$15.1 Million
0.03% of portfolio
|
Q3 2023
Added 3.86%
|
|
|
Systelligence, LLC
|
Apr 22, 2025 Q1 2025 |
270,208
shares
|
$14.5 Million
3.59% of portfolio
|
Q1 2025
Added 17.89%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
246,318
shares
|
$13.2 Million
0.01% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
226,140
shares
|
$12.1 Million
0.28% of portfolio
|
Q2 2025
Added 309.79%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
224,373
shares
|
$12 Million
1.54% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
|
Prentice Wealth Management LLC
|
Apr 16, 2025 Q1 2025 |
220,388
shares
|
$11.8 Million
3.23% of portfolio
|
Q1 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
217,011
shares
|
$11.6 Million
0.29% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
210,561
shares
|
$11.3 Million
0.03% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
210,364
shares
|
$11.3 Million
0.84% of portfolio
|
Q2 2025
Added 34.72%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
203,588
shares
|
$10.9 Million
1.11% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
195,573
shares
|
$10.5 Million
0.02% of portfolio
|
Q1 2025
Added 302.84%
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
May 08, 2025 Q1 2025 |
163,739
shares
|
$8.79 Million
3.09% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
161,837
shares
|
$8.68 Million
0.26% of portfolio
|
Q2 2025
Added 6.61%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
160,732
shares
|
$8.62 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
160,289
shares
|
$8.6 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
159,474
shares
|
$8.56 Million
1.92% of portfolio
|
Q1 2025
Added 74420.56%
|
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
150,578
shares
|
$8.08 Million
5.88% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
142,826
shares
|
$7.66 Million
2.7% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
141,996
shares
|
$7.62 Million
0.02% of portfolio
|
Q1 2025
New holding
|