Fidelity Div ETF Rise RatesFDRRETF
13F holders, Q2 2026 (June 30)114holders +5
15new positions
8sold out
1famous investor
$64.88avg. 13F price*
At the end of Q2 2026, 114 institutions reported holding Fidelity Div ETF Rise Rates (FDRR) in their 13F filings, up 5 from Q1 2026. 15 opened new positions and 8 sold out. The largest holders were Ameritas Advisory Services, LLC ($70.9M), LPL Financial LLC ($18.7M) and EP Wealth Advisors, LLC ($18.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fidelity Div ETF Rise Rates
- CUSIP
- 316092832
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $3.2M |
| Exits | 8 | $12.0M |
All 13F filers, Q1 2026 → Q2 2026: 626,908 shares bought and 302,340 shares sold, net +324,568 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 114 holders
| Ameritas Advisory Services, LLC | 1.43% | Add +52.3% | 1,092,623 | $70.9M |
| LPL Financial LLC | 0.00% | Reduce -7.2% | 287,988 | $18.7M |
| EP Wealth Advisors, LLC | 0.07% | Reduce -7.6% | 278,867 | $18.1M |
| Bank of America Corp. | 0.00% | Reduce -4.4% | 235,076 | $15.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -4.6% | 145,145 | $9.4M |
| Charter Capital Management, LLC\DE | 3.85% | Reduce -1.1% | 134,216 | $8.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +25.3% | 130,209 | $8.4M |
| Osaic Holdings, Inc. | 0.01% | Add +44.6% | 118,097 | $7.7M |
| Cetera Investment Advisers | 0.01% | Add +39.6% | 107,187 | $7.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.2% | 92,175 | $6.0M |
| NewEdge Advisors, LLC | 0.02% | Add +0.6% | 88,964 | $5.8M |
| FMR LLC | 0.00% | Add +11.1% | 87,200 | $5.7M |
| Geneva Partners, LLC | 1.43% | Reduce -1.2% | 82,906 | $5.4M |
| Morgan Stanley | 0.00% | Reduce -0.7% | 72,917 | $4.7M |
| UBS Group AG | 0.00% | Reduce -0.8% | 63,146 | $4.1M |
| JPMorgan Chase & Co. | 0.00% | Add +21.1% | 58,213 | $3.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -19.5% | 53,875 | $3.5M |
| Sugar Maple Asset Management, LLC | 2.16% | Reduce -3.4% | 51,720 | $3.4M |
| Raymond James Financial Inc. | 0.00% | Add +7.8% | 47,062 | $3.1M |
| Citadel Advisors | 0.00% | Add +31.9% | 42,450 | $2.8M |
| Creative Financial Designs Inc. | 0.12% | Add +19.0% | 38,607 | $2.5M |
| Lido Advisors, LLC | 0.01% | Reduce -3.5% | 28,737 | $1.9M |
| MML Investors Services, LLC | 0.00% | Add +14.4% | 25,383 | $1.6M |
| &partners | 0.01% | Add +2.7% | 25,275 | $1.6M |
| PFG Advisors | 0.08% | Add +1.2% | 24,337 | $1.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +322.1% | 22,683 | $1.5M |
| Jane Street Group, LLC | 0.00% | Add +25.3% | 21,140 | $1.4M |
| Midwest Financial Network, LLC | 0.90% | Add +60.6% | 20,374 | $1.3M |
| Arax Advisory Partners | 0.01% | Add +355.5% | 19,723 | $1.3M |
| Stonebridge Financial Planning Group, LLC | 0.36% | Reduce -0.9% | 17,533 | $1.1M |
| Flagship Wealth Advisors, LLC | 0.24% | Reduce -29.2% | 16,267 | $1.1M |
| Gladstone Institutional Advisory LLC | 0.03% | Add +1.4% | 14,802 | $960K |
| RCS Financial Planning, LLC | 0.42% | Reduce -1.1% | 13,637 | $885K |
| Integrated Advisors Network LLC | 0.04% | No change | 13,150 | $853K |
| Moneco Advisors, LLC | 0.05% | New | 13,000 | $843K |
| Creative Planning | 0.00% | Add +8.9% | 12,277 | $797K |
| Herold Advisors, Inc. | 0.14% | No change | 11,070 | $718K |
| Brown, Lisle/Cummings, Inc. | 0.15% | Reduce -3.7% | 10,350 | $672K |
| Susquehanna International Group, LLP | 0.00% | New | 10,140 | $658K |
| Principal Securities, Inc. | 0.01% | Add +0.9% | 10,055 | $652K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.6% | 9,590 | $642K |
| Integrated Wealth Concepts LLC | 0.00% | Add +2.5% | 9,538 | $619K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +27.0% | 9,411 | $611K |
| Park Avenue Securities LLC | 0.00% | Add +4.7% | 9,139 | $593K |
| Landaas & Co. /Wi | 0.10% | Add +122.7% | 8,151 | $529K |
| Fifth Third Securities, Inc. | 0.03% | Add +69.4% | 8,044 | $522K |
| CDM Financial Counseling Services, Inc. | 0.44% | No change | 7,850 | $509K |
| Beck Bode, LLC | 0.08% | Add +0.8% | 7,789 | $505K |
| Arkadios Wealth Advisors | 0.01% | Add +0.5% | 7,778 | $505K |
| Mutual Advisors, LLC | 0.01% | Reduce -1.0% | 7,703 | $500K |
| Farther Finance Advisors, LLC | 0.00% | Add +34.9% | 7,570 | $491K |
| Equitable Holdings, Inc. | 0.00% | Add +54.1% | 7,483 | $486K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 7,439 | $483K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.8% | 6,652 | $432K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 6,336 | $411K |
| Sigma Planning Corp | 0.01% | Reduce -5.0% | 6,094 | $395K |
| LJI Wealth Management, LLC | 0.05% | Reduce -15.1% | 5,668 | $368K |
| Naples Global Advisors, LLC | 0.02% | No change | 5,562 | $361K |
| Independent Financial Group, LLC | 0.01% | Add +0.3% | 5,354 | $347K |
| PKS Advisory Services, LLC | 0.05% | Reduce -46.9% | 5,062 | $328K |
| CoreCap Advisors, LLC | 0.01% | Reduce -2.0% | 4,886 | $317K |
| Twin Peaks Wealth Advisors, LLC | 0.07% | Add +1282.6% | 4,604 | $299K |
| Mascoma Wealth Management LLC | 0.05% | Add +0.3% | 4,465 | $290K |
| Csenge Advisory Group | 0.01% | Add +0.6% | 4,444 | $288K |
| HBW Advisory Services LLC | 0.03% | Add +0.1% | 4,343 | $282K |
| Glass Jacobson Investment Advisors llc | 0.08% | Reduce -4.5% | 4,053 | $263K |
| Perryman Financial Advisory Inc. | 0.03% | Add +0.6% | 3,963 | $257K |
| MFA Wealth Services | 0.15% | Add +0.1% | 3,782 | $245K |
| ShoreHaven Wealth Partners, LLC | 0.08% | Reduce -1.2% | 3,749 | $243K |
| St Germain D J Co. Inc. | 0.01% | No change | 3,713 | $241K |
| Western Wealth Management, LLC | 0.01% | Add +0.1% | 3,693 | $240K |
| Nwam LLC | 0.01% | Reduce -12.2% | 3,418 | $222K |
| Wedbush Securities Inc. | 0.01% | New | 3,302 | $214K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.6% | 3,264 | $212K |
| Truist Financial Corp. | 0.00% | New | 3,245 | $211K |
| RDA Financial Network | 0.05% | New | 3,222 | $209K |
| BXM Wealth LLC | 0.11% | New | 3,200 | $208K |
| Northern Trust Corp. | 0.00% | New | 3,160 | $205K |
| Harbour Investments, Inc. | 0.00% | Add +0.3% | 2,154 | $140K |
| Larson Financial Group LLC | 0.00% | Reduce -29.3% | 1,991 | $129K |
| Royal Bank of Canada | 0.00% | Reduce -20.5% | 1,900 | $123K |
| KERR FINANCIAL PLANNING Corp | 0.14% | Add +0.7% | 1,870 | $121K |
| Darwin Wealth Management, LLC | 0.03% | Add +0.6% | 1,779 | $115K |
| IFP Advisors, Inc | 0.00% | Add +1.1% | 1,669 | $108K |
| Allworth Financial LP | 0.00% | Add +0.1% | 1,664 | $108K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.2% | 1,481 | $96K |
| CX Institutional | 0.00% | Add +0.3% | 1,417 | $92K |
| Monetary Solutions, Ltd | 0.07% | No change | 1,191 | $77K |
| Wells Fargo & Company | 0.00% | Reduce -41.9% | 1,126 | $73K |
| SHP Wealth Management | 0.00% | Add +0.5% | 1,005 | $65K |
| Cornerstone Planning Group LLC | 0.01% | No change | 883 | $59K |
| Fifth Third Bancorp | 0.00% | No change | 901 | $58K |
| IFG Advisory, LLC | 0.00% | New | 843 | $55K |
| Geneos Wealth Management Inc. | 0.00% | No change | 800 | $52K |
| AE Wealth Management LLC | 0.00% | Add +21.4% | 568 | $37K |
| Concord Wealth Partners | 0.00% | New | 507 | $33K |
| Colonial Trust Advisors | 0.00% | Reduce -0.2% | 450 | $29K |
| Birchwood Financial Partners, Inc. | 0.02% | Add +0.5% | 434 | $28K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 416 | $27K |
| GAMMA Investing LLC | 0.00% | No change | 403 | $26K |
"% of holder's portfolio" is FDRR's weight in each manager's 13F, not the share of Fidelity Div ETF Rise Rates the manager owns.