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 |
|---|---|---|---|---|---|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 21, 2026 Q4 2025 |
30,999
shares
|
$1.74 Million
0.81% of portfolio
|
Q4 2025
Added 0.07%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
30,209
shares
|
$1.69 Million
0.68% of portfolio
|
Q1 2024
Reduced 13.36%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 07, 2026 Q4 2025 |
29,682
shares
|
$1.66 Million
0.35% of portfolio
|
Q4 2025
Added 16.4%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
29,584
shares
|
$1.66 Million
0.5% of portfolio
|
Q3 2025
Reduced 13.68%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
29,565
shares
|
$1.66 Million
0.06% of portfolio
|
Q4 2025
Reduced 1.36%
|
|
|
Ballew Advisors, Inc
|
Jan 14, 2026 Q4 2025 |
29,561
shares
|
$1.66 Million
1.0% of portfolio
|
Q4 2025
Added 0.35%
|
|
|
Ae Wealth Management LLC
|
Jan 26, 2026 Q4 2025 |
29,298
shares
|
$1.64 Million
0.01% of portfolio
|
Q4 2025
Added 7.27%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
28,554
shares
|
$1.6 Million
0.03% of portfolio
|
Q4 2025
Added 8.53%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
27,400
shares
|
$1.54 Million
0.02% of portfolio
|
Q3 2025
Added 7.17%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
27,359
shares
|
$1.53 Million
0.09% of portfolio
|
Q4 2025
Added 6.95%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
26,921
shares
|
$1.51 Million
0.45% of portfolio
|
Q1 2024
Added 15.33%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
26,040
shares
|
$1.46 Million
0.14% of portfolio
|
Q4 2025
Added 1.71%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
25,316
shares
|
$1.42 Million
0.5% of portfolio
|
Q3 2025
Added 11.8%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
24,988
shares
|
$1.4 Million
0.02% of portfolio
|
Q3 2025
Added 4.48%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
24,979
shares
|
$1.4 Million
0.48% of portfolio
|
Q1 2023
Reduced 1.53%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
23,783
shares
|
$1.33 Million
0.02% of portfolio
|
Q3 2025
Reduced 37.91%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
23,650
shares
|
$1.33 Million
0.26% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
23,517
shares
|
$1.32 Million
0.09% of portfolio
|
Q3 2025
Added 126.17%
|
|
|
E Rn Financial, LLC
|
Jan 15, 2026 Q4 2025 |
23,409
shares
|
$1.31 Million
0.26% of portfolio
|
Q4 2025
Added 8.81%
|
|
|
Private Wealth Partners, LLC
|
Jan 27, 2026 Q4 2025 |
23,300
shares
|
$1.31 Million
0.1% of portfolio
|
Q4 2025
Added 2.19%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jan 23, 2026 Q4 2025 |
22,642
shares
|
$1.27 Million
1.1% of portfolio
|
Q4 2025
Added 441.16%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 14, 2025 Q3 2025 |
21,978
shares
|
$1.23 Million
0.34% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 23, 2026 Q4 2025 |
21,969
shares
|
$1.23 Million
0.82% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 28, 2026 Q4 2025 |
21,522
shares
|
$1.21 Million
0.14% of portfolio
|
Q4 2025
Reduced 2.57%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
21,504
shares
|
$1.21 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.01%
|
|