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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
393,153
shares
|
$21.8 Million
0.22% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
369,090
shares
|
$20.5 Million
5.96% of portfolio
|
Q2 2025
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Jul 29, 2025 Q2 2025 |
359,916
shares
|
$20 Million
4.58% of portfolio
|
Q2 2025
Reduced 7.81%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
341,563
shares
|
$19 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
|
$18.7 Million
0.02% of portfolio
|
Q3 2024
Added 51.67%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 07, 2025 Q2 2025 |
335,907
shares
|
$18.6 Million
8.03% of portfolio
|
Q2 2025
Added 5.71%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
319,085
shares
|
$17.7 Million
4.47% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
300,474
shares
|
$16.7 Million
0.21% of portfolio
|
Q2 2025
Reduced 29.5%
|
|
|
Systelligence, LLC
|
Jul 29, 2025 Q2 2025 |
297,706
shares
|
$16.5 Million
3.19% of portfolio
|
Q2 2025
Added 10.18%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
294,263
shares
|
$16.3 Million
0.46% of portfolio
|
Q2 2025
Added 6.94%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
282,196
shares
|
$15.7 Million
0.03% of portfolio
|
Q3 2023
Added 3.86%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
265,918
shares
|
$14.8 Million
2.55% of portfolio
|
Q2 2025
Added 66.75%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
263,488
shares
|
$14.6 Million
0.02% of portfolio
|
Q2 2025
Added 34.73%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
240,012
shares
|
$13.3 Million
0.63% of portfolio
|
Q2 2025
New holding
|
|
|
Prentice Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
238,266
shares
|
$13.2 Million
3.34% of portfolio
|
Q2 2025
Added 8.11%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
226,140
shares
|
$12.6 Million
0.28% of portfolio
|
Q2 2025
Added 309.79%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
224,373
shares
|
$12.5 Million
1.54% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
222,614
shares
|
$12.4 Million
0.27% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
211,520
shares
|
$11.7 Million
0.03% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
210,364
shares
|
$11.7 Million
0.84% of portfolio
|
Q2 2025
Added 34.72%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
203,806
shares
|
$11.3 Million
0.0% of portfolio
|
Q2 2025
Added 687.17%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
188,529
shares
|
$10.5 Million
3.7% of portfolio
|
Q2 2025
Added 32.89%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
187,583
shares
|
$10.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 23.85%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
180,591
shares
|
$10 Million
0.08% of portfolio
|
Q2 2025
Added 105.36%
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
Aug 08, 2025 Q2 2025 |
174,552
shares
|
$9.69 Million
3.53% of portfolio
|
Q2 2025
Added 6.6%
|