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 440 institutions that hold shares in the stock, with a total of 52.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
20,867
shares
|
$1.17 Million
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
20,534
shares
|
$1.15 Million
0.52% of portfolio
|
Q3 2025
Added 21.94%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 16, 2026 Q4 2025 |
19,736
shares
|
$1.11 Million
0.64% of portfolio
|
Q4 2025
Added 3.11%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
19,706
shares
|
$1.11 Million
0.04% of portfolio
|
Q3 2025
Reduced 14.52%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 23, 2026 Q4 2025 |
19,229
shares
|
$1.08 Million
0.27% of portfolio
|
Q4 2025
Added 19.22%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
19,119
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Absolute Capital Management, LLC
|
Nov 03, 2025 Q3 2025 |
19,104
shares
|
$1.07 Million
0.47% of portfolio
|
Q3 2025
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
18,627
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
18,313
shares
|
$1.03 Million
0.26% of portfolio
|
Q3 2025
Added 270.26%
|
|
|
Hilton Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
18,100
shares
|
$1.02 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Nov 13, 2025 Q3 2025 |
17,615
shares
|
$987,849
0.32% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
17,560
shares
|
$984,764
0.13% of portfolio
|
Q3 2025
Reduced 6.72%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 14, 2026 Q4 2025 |
17,547
shares
|
$984,035
0.18% of portfolio
|
Q4 2025
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
17,192
shares
|
$964,127
0.07% of portfolio
|
Q3 2025
Added 5.34%
|
|
|
Wealth Care Investment Partners, LLC
|
Jan 06, 2026 Q4 2025 |
17,090
shares
|
$958,407
0.3% of portfolio
|
Q4 2025
Added 11.62%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
17,065
shares
|
$957,005
0.05% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 13, 2026 Q4 2025 |
16,362
shares
|
$917,580
0.23% of portfolio
|
Q4 2025
Reduced 3.47%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
16,180
shares
|
$907,374
0.02% of portfolio
|
Q3 2025
Added 9.46%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jan 20, 2026 Q4 2025 |
16,000
shares
|
$897,280
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Jan 29, 2026 Q4 2025 |
15,994
shares
|
$896,943
0.59% of portfolio
|
Q4 2025
New holding
|
|
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
Jan 14, 2026 Q4 2025 |
15,851
shares
|
$888,924
0.38% of portfolio
|
Q4 2025
Reduced 4.41%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
15,747
shares
|
$883,091
0.05% of portfolio
|
Q4 2025
Added 6.34%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 20, 2026 Q4 2025 |
15,445
shares
|
$866,155
0.37% of portfolio
|
Q4 2025
Reduced 1.67%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
15,107
shares
|
$847,200
0.01% of portfolio
|
Q3 2025
Added 25.61%
|
|