Fidelity Momentum Factor ETFFDMOETF

13F holders, Q1 2026 (March 31)
96holders +6
15new positions
7sold out
$80.07avg. 13F price*

At the end of Q1 2026, 96 institutions reported holding Fidelity Momentum Factor ETF (FDMO) in their 13F filings, up 6 from Q4 2025. 15 opened new positions and 7 sold out. The largest holders were FMR LLC ($244.8M), Envestnet Asset Management Inc. ($113.3M) and Kestra Advisory Services, LLC ($16.8M).

Company
Fidelity Momentum Factor ETF
CUSIP
316092816
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 48Q1 2024Q2 2024: 49Q2 2024Q3 2024: 50Q3 2024Q4 2024: 59Q4 2024Q1 2025: 69Q1 2025Q2 2025: 75Q2 2025Q3 2025: 81Q3 2025Q4 2025: 90Q4 2025Q1 2026: 96Q1 2026Q2 2026: 118Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions15$18.0M
Exits7$8.6M

All 13F filers, Q4 2025 → Q1 2026: 1,805,214 shares bought and 227,744 shares sold, net +1,577,470 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 96 holders

FMR LLC 0.01% Add +44.9% 3,055,906 $244.8M
Envestnet Asset Management Inc. 0.03% Add +7.4% 1,414,833 $113.3M
Kestra Advisory Services, LLC 0.06% Add +258.0% 209,587 $16.8M
Cetera Investment Advisers 0.02% Add +5.4% 205,666 $16.5M
Raymond James Financial Inc. 0.00% Add +20.4% 170,948 $13.7M
Portfolio Strategies, Inc. 1.49% Reduce -1.9% 151,115 $12.1M
LPL Financial LLC 0.00% Add +36.0% 145,230 $11.6M
Great Lakes Retirement, Inc. 1.14% Reduce -39.9% 137,750 $11.0M
Cambridge Investment Research Advisors, Inc. 0.02% Add +4.7% 101,247 $8.1M
First Heartland Consultants, Inc. 0.57% New 93,114 $7.5M
Commonwealth Equity Services, LLC 0.01% Add +4.6% 87,191 $7.0M
JPMorgan Chase & Co. 0.00% Add +228.3% 89,011 $6.9M
Marks Group Wealth Management, Inc 0.66% Add +1548.7% 85,120 $6.8M
Kestra Private Wealth Services, LLC 0.07% Add +1.3% 70,980 $5.7M
Goldman Sachs Group Inc. 0.00% Add +1572.5% 62,971 $5.0M
Cerity Partners LLC 0.01% Add +0.3% 57,042 $4.6M
Royal Bank of Canada 0.00% Add +185.3% 43,528 $3.5M
Rockefeller Capital Management L.P. 0.01% Add +76.7% 43,138 $3.5M
Atria Investments, Inc 0.03% New 37,429 $3.0M
Strategic Blueprint, LLC 0.16% Add +2.7% 33,701 $2.7M
Principal Securities, Inc. 0.04% New 31,598 $2.5M
Susquehanna International Group, LLP 0.00% Add +69.1% 29,650 $2.4M
Osaic Holdings, Inc. 0.00% Reduce -30.2% 26,989 $2.2M
Bank of America Corp. 0.00% Reduce -8.7% 25,302 $2.0M
Morgan Stanley 0.00% Add +10.1% 25,147 $2.0M
NewEdge Advisors, LLC 0.01% Reduce -16.8% 22,727 $1.8M
Envestnet Portfolio Solutions, Inc. 0.01% Add +8.1% 22,616 $1.8M
Rehmann Capital Advisory Group 0.07% Add +0.0% 17,154 $1.4M
&partners 0.01% Add +82.4% 16,828 $1.3M
Jane Street Group, LLC 0.00% New 16,078 $1.3M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -25.6% 14,387 $1.2M
Nova Wealth Management, Inc. 0.74% Add +8.4% 14,248 $1.1M
AE Wealth Management LLC 0.01% Add +25.1% 13,511 $1.1M
Bryant Woods Investment Advisors, LLC 0.35% Add +0.1% 11,929 $956K
Two Sigma Investments, LP 0.00% New 10,900 $873K
Cullen/Frost Bankers, Inc. 0.01% Add +8.4% 10,344 $829K
Farther Finance Advisors, LLC 0.01% Add +146.7% 10,005 $810K
Valmark Advisers, Inc. 0.01% Add +96.5% 9,914 $794K
RCS Financial Planning, LLC 0.37% New 8,890 $712K
Integrated Wealth Concepts LLC 0.01% New 8,161 $654K
Midwest Financial Network, LLC 0.51% New 7,965 $638K
Keystone Wealth Services, LLC 0.13% Add +1.1% 7,460 $598K
Orgel Wealth Management, LLC 0.01% Reduce -16.9% 7,448 $597K
Sax Wealth Advisors, LLC 0.03% No change 6,811 $572K
Mosley Wealth Management 0.26% Reduce -8.0% 6,806 $566K
Northwestern Mutual Wealth Management Co. 0.00% Add +8.9% 7,049 $565K
Stonehearth Capital Management, LLC 0.22% No change 6,980 $559K
Equitable Holdings, Inc. 0.00% Add +23.6% 6,637 $557K
Inscription Capital, LLC 0.06% No change 6,610 $529K
Calton & Associates, Inc. 0.08% Add +35.8% 6,580 $527K
Worth Asset Management, LLC 0.19% New 6,441 $516K
World Investment Advisors 0.01% Reduce -0.6% 5,851 $469K
Westbourne Investments, Inc. 0.19% Reduce -4.4% 4,913 $394K
Ascent Group, LLC 0.01% Reduce -2.6% 4,730 $379K
Darwin Wealth Management, LLC 0.11% Add +0.1% 4,335 $347K
Mariner, LLC 0.00% Reduce -0.7% 4,251 $341K
AssuredPartners Investment Advisors, LLC 0.04% No change 4,168 $339K
Linscomb Wealth, Inc. 0.01% No change 4,000 $320K
Cwm, LLC 0.00% Add +520.0% 3,900 $312K
Sigma Planning Corp 0.01% Reduce -34.0% 3,313 $265K
Fiduciary Financial Advisors 0.21% — 2,988 $239K
ShoreHaven Wealth Partners, LLC 0.08% Reduce -3.7% 2,798 $224K
Foronjy Financial LLC 0.09% Add +0.2% 2,661 $213K
Advisory Services Network, LLC 0.00% New 2,452 $196K
Capital Investment Counsel, Inc 0.02% No change 2,360 $189K
Creative Financial Designs Inc. 0.01% Add +55.3% 2,356 $189K
Sunbelt Securities, Inc. 0.01% Reduce -1.9% 1,951 $156K
IFP Advisors, Inc 0.00% Add +31.9% 1,863 $149K
Twin Peaks Wealth Advisors, LLC 0.02% New 1,030 $82K
High Point Wealth Management, LLC 0.08% Add +0.2% 1,020 $82K
O'shaughnessy Asset Management, LLC 0.00% Add +186.1% 861 $69K
National Bank of Canada 0.00% Add +967.1% 843 $67K
Cornerstone Planning Group LLC 0.01% Add +0.2% 626 $57K
Larson Financial Group LLC 0.00% Add +6.9% 647 $52K
Steward Partners Investment Advisory, LLC 0.00% Add +44.0% 635 $51K
Quest 10 Wealth Builders, Inc. 0.03% No change 429 $34K
Russell Investments Group, Ltd. 0.00% Reduce -7.2% 285 $23K
Harbour Investments, Inc. 0.00% Add +640.5% 274 $22K
Assetmark, Inc. 0.00% Reduce -93.1% 174 $14K
Rothschild Investment LLC 0.00% No change 164 $13K
Bogart Wealth, LLC 0.00% No change 130 $10K
PNC Financial Services Group, Inc. 0.00% New 123 $10K
Halbert Hargrove Global Advisors, LLC 0.00% No change 118 $9K
SHP Wealth Management 0.00% Add +42.5% 67 $5K
Fifth Third Bancorp 0.00% New 62 $5K
MAI Capital Management 0.00% No change 57 $5K
Howe & Rusling Inc. 0.00% New 55 $4K
Signaturefd, LLC 0.00% No change 51 $4K
Pinnacle Wealth Planning Services, Inc. 0.00% No change 44 $4K
GAMMA Investing LLC 0.00% New 41 $3K
Spire Wealth Management 0.00% Reduce -81.2% 39 $3K
Allworth Financial LP 0.00% No change 30 $2K
Wells Fargo & Company 0.00% Add +1700.0% 18 $1K
Vanguard Advisers Inc. 0.00% — 13 $1K
Blair William & Co. 0.00% No change 6 $504
Kings Path Partners LLC 0.00% No change 5 $432

"% of holder's portfolio" is FDMO's weight in each manager's 13F, not the share of Fidelity Momentum Factor ETF the manager owns.