Fidelity Momentum Factor ETFFDMOETF
13F holders, Q2 2025 (June 30)75holders +6
14new positions
10sold out
1famous investor
$75.85avg. 13F price*
At the end of Q2 2025, 75 institutions reported holding Fidelity Momentum Factor ETF (FDMO) in their 13F filings, up 6 from Q1 2025. 14 opened new positions and 10 sold out. The largest holders were FMR LLC ($143.4M), Envestnet Asset Management Inc. ($90.3M) and Great Lakes Retirement, Inc. ($17.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fidelity Momentum Factor ETF
- CUSIP
- 316092816
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $5.2M |
| Exits | 10 | $2.2M |
All 13F filers, Q1 2025 → Q2 2025: 286,157 shares bought and 990,508 shares sold, net −704,351 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 75 holders
| FMR LLC | 0.01% | Reduce -30.6% | 1,890,759 | $143.4M |
| Envestnet Asset Management Inc. | 0.03% | Add +2.1% | 1,189,877 | $90.3M |
| Great Lakes Retirement, Inc. | 2.06% | Add +0.8% | 228,747 | $17.4M |
| Portfolio Strategies, Inc. | 1.48% | Add +3.2% | 150,134 | $11.4M |
| Cetera Investment Advisers | 0.02% | Add +6.5% | 141,318 | $10.7M |
| Raymond James Financial Inc. | 0.00% | Add +9.5% | 130,159 | $9.9M |
| Kestra Advisory Services, LLC | 0.03% | Add +7.4% | 71,151 | $5.4M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +1.1% | 62,569 | $4.7M |
| Cerity Partners LLC | 0.01% | Reduce -3.4% | 59,997 | $4.6M |
| NewEdge Advisors, LLC | 0.02% | Add +373.9% | 58,485 | $4.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +57.4% | 53,356 | $4.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.7% | 49,872 | $3.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +27.9% | 44,696 | $3.4M |
| Absolute Capital Management, LLC | 1.68% | Add +139.7% | 44,100 | $3.3M |
| Jane Street Group, LLC | 0.00% | Reduce -6.6% | 33,444 | $2.5M |
| LPL Financial LLC | 0.00% | Add +20.8% | 32,611 | $2.5M |
| Osaic Holdings, Inc. | 0.00% | Add +6.0% | 31,677 | $2.4M |
| JPMorgan Chase & Co. | 0.00% | Add +77.7% | 29,822 | $2.3M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +9.3% | 28,876 | $2.2M |
| Two Sigma Investments, LP | 0.00% | New | 28,300 | $2.1M |
| Prudential PLC | 0.01% | Add +84.0% | 27,355 | $2.1M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -2.3% | 25,257 | $1.9M |
| Citadel Advisors | 0.00% | Reduce -40.8% | 24,972 | $1.9M |
| Foundations Investment Advisors, LLC | 0.03% | Add +14.2% | 22,410 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.1% | 21,985 | $1.7M |
| Old Mission Capital LLC | 0.04% | Reduce -34.5% | 20,695 | $1.6M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -8.1% | 19,952 | $1.5M |
| AE Wealth Management LLC | 0.01% | Reduce -78.7% | 18,706 | $1.4M |
| Bank of America Corp. | 0.00% | Add +14.1% | 18,330 | $1.4M |
| Strategic Blueprint, LLC | 0.07% | New | 17,975 | $1.4M |
| Morgan Stanley | 0.00% | Reduce -15.8% | 17,349 | $1.3M |
| Bryant Woods Investment Advisors, LLC | 0.42% | Add +0.1% | 12,680 | $962K |
| Sunbelt Securities, Inc. | 0.07% | Add +424.1% | 11,089 | $772K |
| Susquehanna International Group, LLP | 0.00% | Reduce -28.0% | 9,945 | $754K |
| Nova Wealth Management, Inc. | 0.53% | Reduce -3.1% | 9,568 | $726K |
| Koss-Olinger Consulting, LLC | 0.06% | Reduce -25.0% | 9,000 | $683K |
| Orgel Wealth Management, LLC | 0.02% | New | 8,831 | $670K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +13.8% | 8,384 | $636K |
| Hoxton Planning & Management, LLC | 0.21% | No change | 7,878 | $598K |
| Integrated Wealth Concepts LLC | 0.01% | Add +6.9% | 7,397 | $561K |
| Stonehearth Capital Management, LLC | 0.22% | Add +93.8% | 6,980 | $530K |
| Sax Wealth Advisors, LLC | 0.03% | Reduce -11.3% | 6,811 | $517K |
| Inscription Capital, LLC | 0.07% | No change | 6,610 | $501K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +166.0% | 5,179 | $393K |
| Ascent Group, LLC | 0.01% | Add +2.1% | 4,826 | $366K |
| Keystone Wealth Services, LLC | 0.09% | Add +46.6% | 4,768 | $362K |
| Global Retirement Partners, LLC | 0.01% | — | 4,504 | $342K |
| Darwin Wealth Management, LLC | 0.11% | Reduce -1.6% | 4,326 | $328K |
| AssuredPartners Investment Advisors, LLC | 0.08% | Reduce -20.3% | 4,168 | $316K |
| Kestra Investment Management, LLC | 0.01% | Add +19.8% | 4,090 | $310K |
| Linscomb Wealth, Inc. | 0.01% | No change | 4,000 | $303K |
| High Falls Advisors, Inc | 0.07% | New | 3,898 | $296K |
| Equitable Holdings, Inc. | 0.00% | New | 3,506 | $266K |
| Flow Traders U.S. LLC | 0.01% | New | 3,493 | $265K |
| Foronjy Financial LLC | 0.09% | — | 2,652 | $201K |
| Capital Investment Counsel, Inc | 0.02% | No change | 2,360 | $179K |
| Royal Bank of Canada | 0.00% | No change | 1,480 | $112K |
| Twin Peaks Wealth Advisors, LLC | 0.02% | New | 961 | $76K |
| IFP Advisors, Inc | 0.00% | Add +9.6% | 799 | $61K |
| Ameritas Advisory Services, LLC | 0.00% | New | 573 | $43K |
| Founders Financial Alliance, LLC | 0.01% | No change | 562 | $43K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 460 | $35K |
| Principal Securities, Inc. | 0.00% | New | 451 | $34K |
| Quest 10 Wealth Builders, Inc. | 0.03% | No change | 429 | $33K |
| Briaud Financial Planning Inc | 0.00% | New | 139 | $10K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 80 | $6K |
| National Bank of Canada | 0.00% | No change | 79 | $6K |
| Assetmark, Inc. | 0.00% | Reduce -98.1% | 67 | $5K |
| MAI Capital Management | 0.00% | New | 57 | $4K |
| Signaturefd, LLC | 0.00% | No change | 51 | $4K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 41 | $3K |
| Spire Wealth Management | 0.00% | No change | 39 | $3K |
| Harbour Investments, Inc. | 0.00% | New | 37 | $3K |
| Wells Fargo & Company | 0.00% | Reduce -98.6% | 21 | $2K |
| Kings Path Partners LLC | 0.00% | New | 5 | $409 |
"% of holder's portfolio" is FDMO's weight in each manager's 13F, not the share of Fidelity Momentum Factor ETF the manager owns.