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 |
|---|---|---|---|---|---|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
69,956
shares
|
$3.88 Million
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
66,914
shares
|
$3.72 Million
1.71% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
66,852
shares
|
$3.71 Million
0.01% of portfolio
|
Q2 2025
Added 34.23%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
66,590
shares
|
$3.7 Million
2.28% of portfolio
|
Q2 2025
Added 7.39%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jul 17, 2025 Q2 2025 |
61,911
shares
|
$3.44 Million
1.12% of portfolio
|
Q2 2025
New holding
|
|
|
Bg Investment Services, Inc.
|
Jul 30, 2025 Q2 2025 |
59,710
shares
|
$3.32 Million
4.11% of portfolio
|
Q2 2025
Added 17.55%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
58,600
shares
|
$3.25 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
56,110
shares
|
$3.12 Million
0.22% of portfolio
|
Q2 2025
Added 36.69%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
55,256
shares
|
$3.07 Million
0.4% of portfolio
|
Q2 2025
Added 35.0%
|
|
|
Powers Advisory Group, LLC
|
Jul 18, 2025 Q2 2025 |
54,788
shares
|
$3.04 Million
1.26% of portfolio
|
Q2 2025
Added 135.43%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
54,094
shares
|
$3 Million
2.52% of portfolio
|
Q2 2025
Added 107.22%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
53,594
shares
|
$2.98 Million
0.01% of portfolio
|
Q2 2025
Added 55.81%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
53,585
shares
|
$2.98 Million
0.24% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
53,344
shares
|
$2.96 Million
0.45% of portfolio
|
Q2 2025
Added 32.0%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
51,689
shares
|
$2.87 Million
0.09% of portfolio
|
Q2 2025
Reduced 21.47%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Aug 21, 2025 Q2 2025 |
51,568
shares
|
$2.86 Million
0.89% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
49,362
shares
|
$2.74 Million
0.73% of portfolio
|
Q2 2025
Added 625.38%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
49,292
shares
|
$2.74 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
48,107
shares
|
$2.67 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
46,561
shares
|
$2.59 Million
0.02% of portfolio
|
Q2 2025
Added 20.48%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Aug 11, 2025 Q2 2025 |
46,387
shares
|
$2.58 Million
0.97% of portfolio
|
Q2 2025
Reduced 58.04%
|
|
|
Fortitude Financial, LLC
Spokane, WA |
Jun 11, 2025 Q1 2025 |
46,319
shares
|
$2.57 Million
2.19% of portfolio
|
Q4 2024
New holding
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
46,070
shares
|
$2.56 Million
0.29% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
44,860
shares
|
$2.49 Million
0.13% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
44,850
shares
|
$2.49 Million
0.02% of portfolio
|
Q2 2025
Reduced 44.81%
|