Fidelity Momentum Factor ETFFDMOETF

13F holders, Q2 2026 (June 30)
118holders +22
26new positions
4sold out
1famous investor
$98.53avg. 13F price*

At the end of Q2 2026, 118 institutions reported holding Fidelity Momentum Factor ETF (FDMO) in their 13F filings, up 22 from Q1 2026. 26 opened new positions and 4 sold out. The largest holders were FMR LLC ($269.2M), Envestnet Asset Management Inc. ($144.2M) and Raymond James Financial Inc. ($26.0M). 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

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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions26$27.8M
Exits4$227K

All 13F filers, Q1 2026 → Q2 2026: 864,629 shares bought and 441,286 shares sold, net +423,343 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 118 holders

FMR LLC 0.01% Reduce -10.6% 2,731,087 $269.2M
Envestnet Asset Management Inc. 0.03% Add +3.4% 1,463,420 $144.2M
Raymond James Financial Inc. 0.01% Add +54.3% 263,839 $26.0M
Kestra Advisory Services, LLC 0.07% Add +7.3% 224,914 $22.2M
Cetera Investment Advisers 0.02% Add +6.4% 218,910 $21.6M
LPL Financial LLC 0.00% Add +20.9% 175,534 $17.3M
Marks Group Wealth Management, Inc 1.48% Add +102.6% 172,437 $17.0M
Portfolio Strategies, Inc. 1.45% Reduce -0.7% 150,137 $14.8M
Great Lakes Retirement, Inc. 1.20% Reduce -0.5% 137,003 $13.5M
Elevation Capital Advisory, LLC 4.85% New 127,358 $12.6M
Morgan Stanley 0.00% Add +323.3% 106,450 $10.5M
Cambridge Investment Research Advisors, Inc. 0.02% Add +4.1% 105,413 $10.4M
Mosley Wealth Management 2.73% Add +1179.2% 87,063 $8.6M
First Heartland Consultants, Inc. 0.54% Reduce -9.8% 83,981 $8.3M
JPMorgan Chase & Co. 0.00% Reduce -6.0% 83,654 $8.2M
Commonwealth Equity Services, LLC 0.01% Reduce -17.3% 72,098 $7.1M
Kestra Private Wealth Services, LLC 0.07% Reduce -3.1% 68,792 $6.8M
Goldman Sachs Group Inc. 0.00% No change 62,971 $6.2M
Cerity Partners LLC 0.01% Reduce -4.2% 54,666 $5.4M
Advisortrust Partners, LLC 1.75% New 51,975 $5.1M
Osaic Holdings, Inc. 0.01% Add +84.9% 49,900 $4.9M
Two Sigma Investments, LP 0.00% Add +319.3% 45,700 $4.5M
Strategic Blueprint, LLC 0.22% Add +31.8% 44,403 $4.4M
Nova Wealth Management, Inc. 2.12% Add +173.8% 39,016 $3.8M
NewEdge Advisors, LLC 0.01% Add +42.1% 32,285 $3.2M
Rockefeller Capital Management L.P. 0.00% Reduce -26.0% 31,925 $3.1M
Susquehanna International Group, LLP 0.00% Add +5.0% 31,126 $3.1M
Atria Investments, Inc 0.03% Reduce -22.3% 29,071 $2.9M
Principal Securities, Inc. 0.03% Reduce -11.8% 27,879 $2.7M
Bank of America Corp. 0.00% Reduce -2.8% 24,606 $2.4M
Envestnet Portfolio Solutions, Inc. 0.01% Add +4.0% 23,532 $2.3M
Rehmann Capital Advisory Group 0.08% No change 17,154 $1.7M
&partners 0.01% Add +3.5% 17,412 $1.7M
Silver Oak Securities, Incorporated 0.10% New 15,909 $1.6M
Wealth Enhancement Advisory Services, LLC 0.00% Add +10.9% 15,949 $1.5M
AE Wealth Management LLC 0.01% Add +14.4% 15,464 $1.5M
Ameritas Advisory Services, LLC 0.03% New 15,238 $1.5M
Bryant Woods Investment Advisors, LLC 0.33% Add +0.1% 11,942 $1.2M
Citadel Advisors 0.00% New 11,840 $1.2M
Farther Finance Advisors, LLC 0.01% Add +18.5% 11,857 $1.2M
Midwest Financial Network, LLC 0.79% Add +46.6% 11,681 $1.2M
Private Advisor Group, LLC 0.01% New 11,375 $1.1M
J.W. Cole Advisors, Inc. 0.02% New 11,085 $1.1M
Madison Wealth Partners, Inc 0.14% New 10,787 $1.1M
Cullen/Frost Bankers, Inc. 0.01% Reduce -0.9% 10,254 $1.0M
Calton & Associates, Inc. 0.13% Add +40.9% 9,272 $914K
Integrated Wealth Concepts LLC 0.01% Add +10.6% 9,026 $890K
Royal Bank of Canada 0.00% Reduce -79.9% 8,740 $861K
Worth Asset Management, LLC 0.26% Add +28.9% 8,303 $818K
Equitable Holdings, Inc. 0.00% Add +24.0% 8,227 $811K
RCS Financial Planning, LLC 0.37% Reduce -10.2% 7,983 $787K
Keystone Wealth Services, LLC 0.14% No change 7,460 $735K
Orgel Wealth Management, LLC 0.01% Reduce -8.1% 6,843 $675K
Valmark Advisers, Inc. 0.01% Reduce -31.6% 6,784 $669K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -5.9% 6,630 $654K
Inscription Capital, LLC 0.06% No change 6,610 $652K
Stonehearth Capital Management, LLC 0.21% Reduce -9.4% 6,326 $624K
World Investment Advisors 0.01% No change 5,851 $575K
Ascent Group, LLC 0.02% Add +17.6% 5,564 $548K
Jane Street Group, LLC 0.00% Reduce -65.4% 5,556 $548K
Sax Wealth Advisors, LLC 0.02% No change 6,811 $546K
Westbourne Investments, Inc. 0.20% No change 4,913 $484K
Fiduciary Financial Advisors 0.05% Add +59.2% 4,756 $469K
Global Retirement Partners, LLC 0.01% — 4,519 $445K
Axxcess Wealth Management, LLC 0.01% New 4,340 $428K
Darwin Wealth Management, LLC 0.12% Add +0.1% 4,339 $428K
HRT Financial LP 0.00% New 4,274 $421K
AssuredPartners Investment Advisors, LLC 0.04% No change 4,168 $411K
Linscomb Wealth, Inc. 0.02% No change 4,000 $394K
Sigma Planning Corp 0.01% Add +14.2% 3,782 $373K
Twin Peaks Wealth Advisors, LLC 0.08% Add +256.3% 3,670 $362K
Rockland Trust Co. 0.01% New 3,235 $319K
Mariner, LLC 0.00% Reduce -27.9% 3,064 $302K
Regal Investment Advisors LLC 0.02% New 2,990 $295K
MML Investors Services, LLC 0.00% New 2,877 $284K
Creative Planning 0.00% New 2,858 $282K
ShoreHaven Wealth Partners, LLC 0.09% Reduce -0.7% 2,778 $274K
Arax Advisory Partners 0.00% New 2,587 $255K
Creative Financial Designs Inc. 0.01% Add +5.6% 2,487 $245K
Capital Investment Counsel, Inc 0.03% No change 2,360 $233K
Fifth Third Securities, Inc. 0.01% New 2,157 $213K
Advisory Services Network, LLC 0.00% Reduce -12.2% 2,153 $212K
Steward Partners Investment Advisory, LLC 0.00% Add +189.6% 1,839 $181K
IFP Advisors, Inc 0.00% Reduce -24.1% 1,414 $139K
High Point Wealth Management, LLC 0.08% Add +0.1% 1,021 $101K
National Bank of Canada 0.00% Add +4.3% 879 $87K
Larson Financial Group LLC 0.00% No change 647 $64K
Cornerstone Planning Group LLC 0.01% Reduce -0.2% 625 $59K
IFG Advisory, LLC 0.00% New 513 $51K
Regatta Research & Money Management 0.04% — 446 $44K
Quest 10 Wealth Builders, Inc. 0.03% No change 429 $42K
O'shaughnessy Asset Management, LLC 0.00% Reduce -65.2% 300 $30K
Harbour Investments, Inc. 0.00% No change 274 $27K
Plante Moran Financial Advisors, LLC 0.00% New 244 $24K
Russell Investments Group, Ltd. 0.00% Reduce -14.4% 244 $24K
Blair William & Co. 0.00% Add +3566.7% 220 $22K
Assetmark, Inc. 0.00% No change 174 $17K
Rothschild Investment LLC 0.00% No change 164 $16K
Bogart Wealth, LLC 0.00% No change 130 $13K
Halbert Hargrove Global Advisors, LLC 0.00% No change 118 $12K
GAMMA Investing LLC 0.00% Add +109.8% 86 $8K
UBS Group AG 0.00% New 83 $8K
Community Financial Services Group, LLC 0.00% New 80 $8K
SHP Wealth Management 0.00% No change 67 $7K
BlackRock, Inc. 0.00% New 64 $6K
Simplex Trading, LLC 0.00% New 59 $6K
Wells Fargo & Company 0.00% Add +216.7% 57 $6K
Signaturefd, LLC 0.00% No change 51 $5K
Beaird Harris Wealth Management, LLC 0.00% New 51 $5K
Pinnacle Wealth Planning Services, Inc. 0.00% No change 44 $4K
Spire Wealth Management 0.00% No change 39 $4K
Allworth Financial LP 0.00% No change 30 $3K
PNC Financial Services Group, Inc. 0.00% Reduce -82.1% 22 $2K
Hantz Financial Services, Inc. 0.00% New 20 $2K
Qube Research & Technologies Ltd 0.00% New 15 $1K
Cape Investment Advisory, Inc. 0.00% New 14 $1K
Vanguard Advisers Inc. 0.00% No change 13 $1K
Kings Path Partners LLC 0.00% No change 5 $531

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