Fidelity Momentum Factor ETFFDMOETF
13F holders, Q4 2025 (December 31)90holders +9
20new positions
14sold out
$83.97avg. 13F price*
At the end of Q4 2025, 90 institutions reported holding Fidelity Momentum Factor ETF (FDMO) in their 13F filings, up 9 from Q3 2025. 20 opened new positions and 14 sold out. The largest holders were FMR LLC ($177.1M), Envestnet Asset Management Inc. ($110.6M) and Great Lakes Retirement, Inc. ($19.2M).
- Company
- Fidelity Momentum Factor ETF
- CUSIP
- 316092816
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $5.9M |
| Exits | 14 | $2.9M |
All 13F filers, Q3 2025 → Q4 2025: 671,106 shares bought and 122,070 shares sold, net +549,036 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 90 holders
| FMR LLC | 0.01% | Add +16.7% | 2,108,970 | $177.1M |
| Envestnet Asset Management Inc. | 0.03% | Add +4.7% | 1,317,601 | $110.6M |
| Great Lakes Retirement, Inc. | 2.00% | Add +0.7% | 229,207 | $19.2M |
| Cetera Investment Advisers | 0.02% | Add +10.9% | 195,063 | $16.4M |
| Portfolio Strategies, Inc. | 1.50% | Add +4.0% | 153,992 | $12.9M |
| Raymond James Financial Inc. | 0.00% | Add +7.3% | 141,954 | $11.9M |
| LPL Financial LLC | 0.00% | Add +87.3% | 106,798 | $9.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +90.2% | 96,737 | $8.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +23.1% | 83,352 | $7.0M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +9.6% | 70,085 | $5.9M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -21.6% | 58,538 | $4.9M |
| Cerity Partners LLC | 0.01% | Reduce -1.3% | 56,849 | $4.8M |
| Elevation Capital Advisory, LLC | 1.80% | Add +125.4% | 52,354 | $4.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -11.3% | 38,658 | $3.2M |
| Strategic Blueprint, LLC | 0.16% | Add +37.2% | 32,812 | $2.8M |
| Bank of America Corp. | 0.00% | Add +1.5% | 27,723 | $2.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -50.3% | 27,321 | $2.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -18.7% | 27,113 | $2.3M |
| Rockefeller Capital Management L.P. | 0.00% | Add +14.2% | 24,407 | $2.0M |
| Foundations Investment Advisors, LLC | 0.03% | Add +5.7% | 23,575 | $2.0M |
| Morgan Stanley | 0.00% | Reduce -48.1% | 22,835 | $1.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +26.7% | 20,913 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.3% | 19,343 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | New | 17,538 | $1.5M |
| Rehmann Capital Advisory Group | 0.07% | Reduce -1.6% | 17,153 | $1.4M |
| Royal Bank of Canada | 0.00% | Add +869.4% | 15,259 | $1.3M |
| Nova Wealth Management, Inc. | 0.76% | Add +39.7% | 13,147 | $1.1M |
| Bryant Woods Investment Advisors, LLC | 0.39% | Add +0.1% | 11,917 | $1.0M |
| J.W. Cole Advisors, Inc. | 0.02% | Add +44.3% | 11,012 | $925K |
| AE Wealth Management LLC | 0.01% | Add +44.3% | 10,804 | $907K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +2.6% | 9,540 | $801K |
| &partners | 0.00% | New | 9,225 | $776K |
| Orgel Wealth Management, LLC | 0.02% | Reduce -1.6% | 8,961 | $752K |
| Keystone Wealth Services, LLC | 0.13% | Add +9.1% | 7,375 | $619K |
| Mosley Wealth Management | 0.28% | — | 7,394 | $618K |
| Stonehearth Capital Management, LLC | 0.22% | No change | 6,980 | $586K |
| Sax Wealth Advisors, LLC | 0.03% | No change | 6,811 | $572K |
| Inscription Capital, LLC | 0.06% | No change | 6,610 | $555K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +18.0% | 6,470 | $543K |
| Kestra Investment Management, LLC | 0.01% | Add +68.8% | 6,069 | $510K |
| World Investment Advisors | 0.01% | New | 5,884 | $494K |
| Equitable Holdings, Inc. | 0.00% | Add +43.0% | 5,372 | $451K |
| Marks Group Wealth Management, Inc | 0.04% | New | 5,163 | $433K |
| Westbourne Investments, Inc. | 0.20% | Add +31.3% | 5,138 | $431K |
| Valmark Advisers, Inc. | 0.01% | New | 5,046 | $424K |
| Sigma Planning Corp | 0.01% | Add +38.1% | 5,020 | $421K |
| Ascent Group, LLC | 0.01% | Add +1.6% | 4,857 | $408K |
| Calton & Associates, Inc. | 0.06% | New | 4,847 | $407K |
| Global Retirement Partners, LLC | 0.01% | Add +0.1% | 4,509 | $379K |
| Darwin Wealth Management, LLC | 0.11% | Add +0.1% | 4,331 | $364K |
| Axxcess Wealth Management, LLC | 0.01% | New | 4,331 | $364K |
| Mariner, LLC | 0.00% | New | 4,280 | $359K |
| High Falls Advisors, Inc | 0.07% | Reduce -13.0% | 4,242 | $356K |
| Retireful, LLC | 0.44% | New | 4,184 | $351K |
| AssuredPartners Investment Advisors, LLC | 0.05% | No change | 4,168 | $350K |
| Farther Finance Advisors, LLC | 0.00% | Add +75.6% | 4,056 | $341K |
| Linscomb Wealth, Inc. | 0.01% | No change | 4,000 | $336K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -69.9% | 3,765 | $316K |
| Dentgroup LLC | 0.17% | Add +3.6% | 2,974 | $250K |
| ShoreHaven Wealth Partners, LLC | 0.09% | New | 2,906 | $244K |
| Foronjy Financial LLC | 0.09% | New | 2,655 | $223K |
| Assetmark, Inc. | 0.00% | Add +126550.0% | 2,533 | $213K |
| Capital Investment Counsel, Inc | 0.02% | New | 2,360 | $198K |
| Sunbelt Securities, Inc. | 0.01% | Add +0.1% | 1,989 | $167K |
| Creative Financial Designs Inc. | 0.01% | Add +18.0% | 1,517 | $127K |
| IFP Advisors, Inc | 0.00% | Add +38.6% | 1,412 | $119K |
| Arax Advisory Partners | 0.00% | New | 1,328 | $111K |
| High Point Wealth Management, LLC | 0.08% | — | 1,018 | $85K |
| Cornerstone Planning Group LLC | 0.01% | No change | 625 | $55K |
| Cwm, LLC | 0.00% | Add +4392.9% | 629 | $53K |
| Larson Financial Group LLC | 0.00% | No change | 605 | $51K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +30.1% | 441 | $37K |
| Quest 10 Wealth Builders, Inc. | 0.03% | No change | 429 | $36K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -10.4% | 412 | $35K |
| Russell Investments Group, Ltd. | 0.00% | New | 307 | $26K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 301 | $25K |
| Spire Wealth Management | 0.00% | No change | 207 | $17K |
| Rothschild Investment LLC | 0.00% | New | 164 | $14K |
| Bogart Wealth, LLC | 0.00% | New | 130 | $11K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 118 | $10K |
| 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 |
| SHP Wealth Management | 0.00% | — | 47 | $4K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 44 | $4K |
| Harbour Investments, Inc. | 0.00% | No change | 37 | $3K |
| Allworth Financial LP | 0.00% | New | 30 | $3K |
| Blair William & Co. | 0.00% | New | 6 | $528 |
| Kings Path Partners LLC | 0.00% | No change | 5 | $453 |
| Wells Fargo & Company | 0.00% | Reduce -94.4% | 1 | $53 |
"% of holder's portfolio" is FDMO's weight in each manager's 13F, not the share of Fidelity Momentum Factor ETF the manager owns.