Fidelity Div ETF Rise RatesFDRRETF
13F holders, Q4 2025 (December 31)113holders +19
16new positions
4sold out
1famous investor
$60.98avg. 13F price*
At the end of Q4 2025, 113 institutions reported holding Fidelity Div ETF Rise Rates (FDRR) in their 13F filings, up 19 from Q3 2025. 16 opened new positions and 4 sold out. The largest holders were Ameritas Advisory Services, LLC ($45.3M), LPL Financial LLC ($21.2M) and EP Wealth Advisors, LLC ($19.0M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $7.0M |
| Exits | 4 | $108K |
All 13F filers, Q3 2025 → Q4 2025: 1,089,517 shares bought and 63,736 shares sold, net +1,025,781 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 113 holders
| Ameritas Advisory Services, LLC | 1.70% | Add +70725.6% | 742,252 | $45.3M |
| LPL Financial LLC | 0.01% | Add +30.1% | 347,319 | $21.2M |
| EP Wealth Advisors, LLC | 0.10% | — | 310,577 | $19.0M |
| Bank of America Corp. | 0.00% | Add +6.8% | 247,128 | $15.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -11.6% | 170,727 | $10.4M |
| Private Advisor Group, LLC | 0.05% | Reduce -7.1% | 166,291 | $10.1M |
| Charter Capital Management, LLC\DE | 4.29% | Add +1.0% | 136,136 | $8.3M |
| Osaic Holdings, Inc. | 0.01% | Add +2.9% | 118,878 | $7.3M |
| Cwm, LLC | 0.02% | Add +22.0% | 92,308 | $5.6M |
| Geneva Partners, LLC | 1.97% | Add +1.8% | 90,742 | $5.5M |
| NewEdge Advisors, LLC | 0.02% | Reduce -3.0% | 86,452 | $5.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.7% | 85,238 | $5.2M |
| Morgan Stanley | 0.00% | Reduce -3.3% | 79,803 | $4.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +53.3% | 75,316 | $4.6M |
| FMR LLC | 0.00% | Add +8.6% | 69,686 | $4.3M |
| UBS Group AG | 0.00% | Reduce -4.2% | 66,334 | $4.0M |
| Cetera Investment Advisers | 0.00% | Add +14.7% | 61,997 | $3.8M |
| Sugar Maple Asset Management, LLC | 2.26% | Reduce -0.2% | 55,181 | $3.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +48.7% | 50,724 | $3.1M |
| Raymond James Financial Inc. | 0.00% | Add +5.3% | 44,842 | $2.7M |
| Creative Financial Designs Inc. | 0.12% | Add +30.8% | 31,086 | $1.9M |
| Lido Advisors, LLC | 0.01% | No change | 31,186 | $1.8M |
| JPMorgan Chase & Co. | 0.00% | Add +90.9% | 25,355 | $1.5M |
| Fig Financial Advisory Services Inc. | 0.93% | New | 23,991 | $1.5M |
| Flow Traders U.S. LLC | 0.05% | New | 23,790 | $1.5M |
| PFG Advisors | 0.06% | Add +144.5% | 21,768 | $1.3M |
| MML Investors Services, LLC | 0.00% | Add +15.9% | 20,782 | $1.3M |
| Stonebridge Financial Planning Group, LLC | 0.40% | Reduce -0.4% | 18,366 | $1.1M |
| Flagship Wealth Advisors, LLC | 0.29% | Reduce -20.4% | 16,267 | $993K |
| Arax Advisory Partners | 0.03% | New | 16,061 | $980K |
| Citadel Advisors | 0.00% | New | 15,865 | $968K |
| Jaffetilchin Investment Partners, LLC | 0.05% | Add +59.6% | 14,795 | $903K |
| Gladstone Institutional Advisory LLC | 0.03% | No change | 14,601 | $891K |
| &partners | 0.00% | New | 12,813 | $844K |
| Integrated Advisors Network LLC | 0.04% | No change | 13,150 | $802K |
| Herold Advisors, Inc. | 0.17% | No change | 12,320 | $752K |
| Brown, Lisle/Cummings, Inc. | 0.17% | No change | 10,975 | $670K |
| Creative Planning | 0.00% | Add +135.4% | 10,823 | $660K |
| Principal Securities, Inc. | 0.01% | Reduce -1.0% | 10,067 | $614K |
| PKS Advisory Services, LLC | 0.14% | Add +1.3% | 9,840 | $600K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -2.3% | 9,174 | $560K |
| Beck Bode, LLC | 0.09% | Reduce -4.3% | 9,014 | $550K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.2% | 8,750 | $540K |
| CDM Financial Counseling Services, Inc. | 0.46% | — | 8,100 | $494K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -8.7% | 7,938 | $484K |
| Arkadios Wealth Advisors | 0.01% | Add +0.5% | 7,699 | $470K |
| Mutual Advisors, LLC | 0.01% | Add +0.5% | 7,613 | $465K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -5.9% | 9,362 | $433K |
| LJI Wealth Management, LLC | 0.06% | Reduce -2.9% | 6,678 | $407K |
| Susquehanna International Group, LLP | 0.00% | Add +34.8% | 6,473 | $395K |
| Sigma Planning Corp | 0.01% | Reduce -1.1% | 6,429 | $392K |
| Jane Street Group, LLC | 0.00% | Add +73.6% | 6,371 | $389K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 6,336 | $387K |
| Snider Financial Group | 0.10% | Reduce -9.9% | 6,245 | $381K |
| High Falls Advisors, Inc | 0.08% | Add +37.9% | 6,077 | $371K |
| Fifth Third Securities, Inc. | 0.02% | No change | 5,787 | $353K |
| Naples Global Advisors, LLC | 0.03% | No change | 5,562 | $339K |
| Sunbelt Securities, Inc. | 0.02% | No change | 5,474 | $334K |
| Goldman Sachs Group Inc. | 0.00% | Add +0.9% | 5,374 | $328K |
| Independent Financial Group, LLC | 0.01% | Add +11.0% | 5,320 | $325K |
| Farther Finance Advisors, LLC | 0.00% | New | 4,864 | $297K |
| Perryman Financial Advisory Inc. | 0.04% | — | 4,764 | $291K |
| CoreCap Advisors, LLC | 0.01% | Reduce -4.2% | 4,606 | $281K |
| HBW Advisory Services LLC | 0.03% | Reduce -2.7% | 4,489 | $274K |
| Mascoma Wealth Management LLC | 0.06% | Reduce -5.1% | 4,438 | $271K |
| Csenge Advisory Group | 0.01% | Reduce -1.9% | 4,392 | $268K |
| Glass Jacobson Investment Advisors llc | 0.09% | Add +0.9% | 4,219 | $257K |
| Dentgroup LLC | 0.17% | New | 4,169 | $254K |
| Nwam LLC | 0.01% | Reduce -21.1% | 4,004 | $247K |
| Truist Financial Corp. | 0.00% | Reduce -0.6% | 4,040 | $247K |
| ShoreHaven Wealth Partners, LLC | 0.09% | New | 3,912 | $239K |
| MFA Wealth Services | 0.16% | Add +0.1% | 3,777 | $230K |
| St Germain D J Co. Inc. | 0.01% | No change | 3,713 | $227K |
| Landaas & Co. /Wi | 0.05% | Reduce -39.6% | 3,660 | $223K |
| Equitable Holdings, Inc. | 0.00% | New | 3,640 | $222K |
| Flputnam Investment Management Co. | 0.00% | New | 3,591 | $219K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.5% | 3,421 | $209K |
| Wedbush Securities Inc. | 0.01% | Reduce -14.8% | 3,302 | $201K |
| WealthShield Partners, LLC | 0.02% | No change | 3,206 | $196K |
| Larson Financial Group LLC | 0.01% | Add +80.8% | 2,766 | $169K |
| Royal Bank of Canada | 0.00% | Reduce -69.0% | 2,029 | $124K |
| KERR FINANCIAL PLANNING Corp | 0.16% | Add +0.5% | 1,846 | $114K |
| Darwin Wealth Management, LLC | 0.03% | Add +0.5% | 1,758 | $107K |
| IFP Advisors, Inc | 0.00% | Add +4.6% | 1,644 | $100K |
| Allworth Financial LP | 0.00% | Reduce -1.4% | 1,557 | $95K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.1% | 1,475 | $90K |
| CX Institutional | 0.00% | Add +1.7% | 1,409 | $86K |
| Monetary Solutions, Ltd | 0.07% | — | 1,191 | $73K |
| Wells Fargo & Company | 0.00% | Add +990.1% | 1,101 | $67K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,046 | $64K |
| SHP Wealth Management | 0.00% | — | 1,000 | $61K |
| Comerica Bank | 0.00% | No change | 901 | $55K |
| Cornerstone Planning Group LLC | 0.01% | No change | 820 | $51K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 804 | $49K |
| Geneos Wealth Management Inc. | 0.00% | No change | 800 | $49K |
| Harbour Investments, Inc. | 0.00% | Add +0.4% | 529 | $32K |
| AE Wealth Management LLC | 0.00% | Reduce -4.1% | 468 | $29K |
| Colonial Trust Advisors | 0.00% | Reduce -12.6% | 451 | $28K |
| Birchwood Financial Partners, Inc. | 0.03% | — | 429 | $26K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 416 | $25K |
| GAMMA Investing LLC | 0.00% | No change | 403 | $25K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 379 | $23K |
| Assetmark, Inc. | 0.00% | No change | 314 | $19K |
| Concord Wealth Partners | 0.00% | New | 266 | $16K |
| Private Trust Co. NA | 0.00% | New | 232 | $14K |
| Qube Research & Technologies Ltd | 0.00% | No change | 84 | $5K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -50.0% | 90 | $5K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 80 | $5K |
| Bank of Montreal | 0.00% | No change | 75 | $5K |
| Triumph Capital Management | 0.00% | New | 52 | $3K |
| Fairway Wealth LLC | 0.00% | New | 40 | $2K |
| Roxbury Financial LLC | 0.00% | No change | 14 | $856 |
| Signature Equity Partners, LLC | 0.00% | — | 10 | $610 |
"% 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.