Fidelity Momentum Factor ETFFDMOETF
13F holders, Q3 2025 (September 30)81holders +6
19new positions
12sold out
$83.15avg. 13F price*
At the end of Q3 2025, 81 institutions reported holding Fidelity Momentum Factor ETF (FDMO) in their 13F filings, up 6 from Q2 2025. 19 opened new positions and 12 sold out. The largest holders were FMR LLC ($150.3M), Envestnet Asset Management Inc. ($104.7M) and Great Lakes Retirement, Inc. ($18.9M).
- Company
- Fidelity Momentum Factor ETF
- CUSIP
- 316092816
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $5.9M |
| Exits | 12 | $13.5M |
All 13F filers, Q2 2025 → Q3 2025: 283,357 shares bought and 362,035 shares sold, net −78,678 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 81 holders
| FMR LLC | 0.01% | Reduce -4.4% | 1,806,915 | $150.3M |
| Envestnet Asset Management Inc. | 0.03% | Add +5.8% | 1,258,647 | $104.7M |
| Great Lakes Retirement, Inc. | 2.07% | Reduce -0.5% | 227,562 | $18.9M |
| Cetera Investment Advisers | 0.02% | Add +24.4% | 175,834 | $14.6M |
| Portfolio Strategies, Inc. | 1.43% | Reduce -1.4% | 148,077 | $12.3M |
| Raymond James Financial Inc. | 0.00% | Add +1.6% | 132,268 | $11.0M |
| Kestra Advisory Services, LLC | 0.03% | Add +4.9% | 74,633 | $6.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +26.9% | 67,714 | $5.6M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +2.2% | 63,924 | $5.3M |
| Cerity Partners LLC | 0.01% | Reduce -4.0% | 57,614 | $4.8M |
| LPL Financial LLC | 0.00% | Add +74.8% | 57,008 | $4.7M |
| NewEdge Advisors, LLC | 0.02% | Reduce -6.1% | 54,934 | $4.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +2.0% | 50,873 | $4.2M |
| Morgan Stanley | 0.00% | Add +153.4% | 43,971 | $3.7M |
| Osaic Holdings, Inc. | 0.01% | Add +37.5% | 43,558 | $3.6M |
| JPMorgan Chase & Co. | 0.00% | Add +11.8% | 33,331 | $2.8M |
| Bank of America Corp. | 0.00% | Add +49.0% | 27,312 | $2.3M |
| Strategic Blueprint, LLC | 0.09% | Add +33.0% | 23,914 | $2.0M |
| Elevation Capital Advisory, LLC | 0.77% | New | 23,227 | $1.9M |
| Foundations Investment Advisors, LLC | 0.03% | Reduce -0.5% | 22,302 | $1.9M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -15.3% | 21,382 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -10.9% | 19,595 | $1.6M |
| Rehmann Capital Advisory Group | 0.08% | New | 17,438 | $1.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -42.8% | 16,506 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -72.0% | 12,526 | $1.0M |
| Bryant Woods Investment Advisors, LLC | 0.39% | Reduce -6.1% | 11,904 | $990K |
| Nova Wealth Management, Inc. | 0.55% | Reduce -1.6% | 9,411 | $783K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +10.9% | 9,300 | $774K |
| Orgel Wealth Management, LLC | 0.02% | Add +3.1% | 9,108 | $758K |
| Koss-Olinger Consulting, LLC | 0.06% | No change | 9,000 | $683K |
| Hoxton Planning & Management, LLC | 0.21% | No change | 7,878 | $655K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 7,631 | $635K |
| AE Wealth Management LLC | 0.00% | Reduce -60.0% | 7,485 | $623K |
| Stonehearth Capital Management, LLC | 0.22% | No change | 6,980 | $581K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -6.2% | 6,942 | $577K |
| Sax Wealth Advisors, LLC | 0.03% | No change | 6,811 | $566K |
| Keystone Wealth Services, LLC | 0.12% | Add +41.8% | 6,759 | $562K |
| Inscription Capital, LLC | 0.06% | No change | 6,610 | $550K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.8% | 5,481 | $456K |
| High Falls Advisors, Inc | 0.08% | Add +25.0% | 4,874 | $405K |
| Ascent Group, LLC | 0.01% | Reduce -0.9% | 4,783 | $398K |
| Global Retirement Partners, LLC | 0.01% | No change | 4,504 | $375K |
| Darwin Wealth Management, LLC | 0.11% | Add +0.1% | 4,329 | $360K |
| AssuredPartners Investment Advisors, LLC | 0.08% | No change | 4,168 | $347K |
| Westbourne Investments, Inc. | 0.16% | New | 3,912 | $333K |
| Linscomb Wealth, Inc. | 0.01% | No change | 4,000 | $333K |
| Equitable Holdings, Inc. | 0.00% | Add +7.2% | 3,757 | $312K |
| Sigma Planning Corp | 0.01% | New | 3,635 | $302K |
| Kestra Investment Management, LLC | 0.01% | Reduce -12.1% | 3,595 | $299K |
| Old Mission Capital LLC | 0.01% | Reduce -85.5% | 3,010 | $250K |
| Dentgroup LLC | 0.15% | New | 2,871 | $239K |
| Nwam LLC | 0.01% | New | 2,768 | $230K |
| UBS Group AG | 0.00% | New | 2,686 | $223K |
| Farther Finance Advisors, LLC | 0.00% | New | 2,310 | $192K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -82.1% | 1,988 | $165K |
| Royal Bank of Canada | 0.00% | Add +6.3% | 1,574 | $131K |
| Advisory Services Network, LLC | 0.00% | New | 1,484 | $123K |
| Creative Financial Designs Inc. | 0.01% | New | 1,286 | $107K |
| IFP Advisors, Inc | 0.00% | Add +27.5% | 1,019 | $85K |
| Cornerstone Planning Group LLC | 0.01% | New | 625 | $53K |
| Larson Financial Group LLC | 0.00% | New | 605 | $50K |
| Founders Financial Alliance, LLC | 0.01% | No change | 562 | $47K |
| Principal Securities, Inc. | 0.00% | Add +6.4% | 480 | $40K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 460 | $38K |
| Quest 10 Wealth Builders, Inc. | 0.03% | No change | 429 | $36K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +726.8% | 339 | $28K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 301 | $25K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -52.4% | 273 | $23K |
| Spire Wealth Management | 0.00% | Add +430.8% | 207 | $17K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | New | 79 | $7K |
| National Bank of Canada | 0.00% | No change | 79 | $7K |
| MAI Capital Management | 0.00% | No change | 57 | $5K |
| Signaturefd, LLC | 0.00% | No change | 51 | $4K |
| Harbour Investments, Inc. | 0.00% | No change | 37 | $3K |
| First Command Advisory Services, Inc. | 0.00% | New | 34 | $3K |
| Wells Fargo & Company | 0.00% | Reduce -14.3% | 18 | $2K |
| Cwm, LLC | 0.00% | New | 14 | $1K |
| Kings Path Partners LLC | 0.00% | No change | 5 | $448 |
| HighMark Wealth Management LLC | 0.00% | New | 4 | $370 |
| Assetmark, Inc. | 0.00% | Reduce -97.0% | 2 | $160 |
| Wealthspire Advisors, LLC | 0.00% | New | 1 | $70 |
"% of holder's portfolio" is FDMO's weight in each manager's 13F, not the share of Fidelity Momentum Factor ETF the manager owns.