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 437 institutions that hold shares in the stock, with a total of 52.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valued Retirements, Inc.
Houston, TX |
Oct 15, 2025 Q3 2025 |
87,500
shares
|
$4.91 Million
5.14% of portfolio
|
Q2 2025
Added 7.31%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 26, 2026 Q4 2025 |
87,195
shares
|
$4.89 Million
0.65% of portfolio
|
Q4 2025
Added 3.54%
|
|
|
Investmark Advisory Group LLC
|
Jan 28, 2026 Q4 2025 |
86,969
shares
|
$4.88 Million
2.29% of portfolio
|
Q4 2025
Added 0.93%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
86,159
shares
|
$4.83 Million
0.32% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
82,888
shares
|
$4.65 Million
0.3% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
80,614
shares
|
$4.52 Million
2.88% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
80,398
shares
|
$4.51 Million
0.36% of portfolio
|
Q4 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
79,507
shares
|
$4.46 Million
0.01% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
79,259
shares
|
$4.44 Million
0.28% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Pfg Advisors
|
Jan 27, 2026 Q4 2025 |
79,125
shares
|
$4.44 Million
0.23% of portfolio
|
Q4 2025
Added 13.98%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
76,380
shares
|
$4.28 Million
0.0% of portfolio
|
Q3 2025
Added 307.12%
|
|
|
Bg Investment Services, Inc.
|
Oct 31, 2025 Q3 2025 |
75,755
shares
|
$4.25 Million
4.44% of portfolio
|
Q3 2025
Added 26.87%
|
|
|
Valmark Advisers, Inc.
|
Jan 23, 2026 Q4 2025 |
75,443
shares
|
$4.23 Million
0.05% of portfolio
|
Q4 2025
Added 2.64%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Jan 28, 2026 Q4 2025 |
72,742
shares
|
$4.08 Million
2.36% of portfolio
|
Q4 2025
Added 1.47%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
72,138
shares
|
$4.05 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Services Advisory Inc
|
Nov 04, 2025 Q3 2025 |
70,995
shares
|
$3.98 Million
1.55% of portfolio
|
Q3 2025
Reduced 49.69%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
70,710
shares
|
$3.97 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
70,664
shares
|
$3.96 Million
0.04% of portfolio
|
Q4 2025
Added 729.68%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Jan 27, 2026 Q4 2025 |
68,044
shares
|
$3.82 Million
0.6% of portfolio
|
Q4 2025
Added 46.19%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
67,639
shares
|
$3.79 Million
2.21% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Signature Securities Group Corporation
|
Jan 13, 2026 Q4 2025 |
66,178
shares
|
$3.71 Million
1.26% of portfolio
|
Q4 2025
Added 12.94%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
63,665
shares
|
$3.57 Million
0.08% of portfolio
|
Q3 2025
Added 79.65%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 06, 2026 Q4 2025 |
61,781
shares
|
$3.46 Million
0.49% of portfolio
|
Q4 2025
Added 3.25%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
61,605
shares
|
$3.45 Million
2.38% of portfolio
|
Q4 2025
Added 4.51%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
59,798
shares
|
$3.35 Million
0.25% of portfolio
|
Q4 2025
Added 9.65%
|
|