Fidelity Div ETF Rise RatesFDRRETF
13F holders, Q1 2026 (March 31)109holders −4
10new positions
11sold out
1famous investor
$58.76avg. 13F price*
At the end of Q1 2026, 109 institutions reported holding Fidelity Div ETF Rise Rates (FDRR) in their 13F filings, down 4 from Q4 2025. 10 opened new positions and 11 sold out. The largest holders were Ameritas Advisory Services, LLC ($42.2M), LPL Financial LLC ($18.3M) and EP Wealth Advisors, LLC ($17.7M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $3.0M |
| Exits | 11 | $3.1M |
All 13F filers, Q4 2025 → Q1 2026: 245,709 shares bought and 225,890 shares sold, net +19,819 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 109 holders
| Ameritas Advisory Services, LLC | 1.64% | Reduce -3.4% | 717,397 | $42.2M |
| LPL Financial LLC | 0.00% | Reduce -10.6% | 310,464 | $18.3M |
| EP Wealth Advisors, LLC | 0.09% | Reduce -2.9% | 301,680 | $17.7M |
| Bank of America Corp. | 0.00% | Reduce -0.5% | 245,919 | $14.5M |
| Private Advisor Group, LLC | 0.05% | Add +1.8% | 169,275 | $10.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -10.9% | 152,092 | $8.9M |
| Charter Capital Management, LLC\DE | 4.00% | Reduce -0.3% | 135,730 | $8.0M |
| Cwm, LLC | 0.02% | Add +29.3% | 119,354 | $7.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +38.0% | 103,928 | $6.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +7.9% | 91,961 | $5.4M |
| NewEdge Advisors, LLC | 0.02% | Add +2.3% | 88,431 | $5.2M |
| Geneva Partners, LLC | 2.37% | Reduce -7.5% | 83,902 | $4.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -31.3% | 81,679 | $4.8M |
| FMR LLC | 0.00% | Add +12.6% | 78,497 | $4.6M |
| Cetera Investment Advisers | 0.00% | Add +23.9% | 76,802 | $4.5M |
| Morgan Stanley | 0.00% | Reduce -8.0% | 73,426 | $4.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +32.0% | 66,941 | $3.9M |
| UBS Group AG | 0.00% | Reduce -4.1% | 63,621 | $3.7M |
| Sugar Maple Asset Management, LLC | 1.91% | Reduce -3.0% | 53,547 | $3.1M |
| JPMorgan Chase & Co. | 0.00% | Add +89.6% | 48,070 | $2.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.6% | 43,666 | $2.6M |
| Creative Financial Designs Inc. | 0.12% | Add +4.4% | 32,452 | $1.9M |
| Citadel Advisors | 0.00% | Add +102.9% | 32,184 | $1.9M |
| Lido Advisors, LLC | 0.01% | Reduce -4.6% | 29,765 | $1.8M |
| &partners | 0.01% | Add +92.1% | 24,617 | $1.4M |
| PFG Advisors | 0.07% | Add +10.4% | 24,039 | $1.4M |
| MML Investors Services, LLC | 0.00% | Add +6.8% | 22,189 | $1.3M |
| Flow Traders U.S. LLC | 0.04% | Reduce -8.4% | 21,799 | $1.3M |
| Flagship Wealth Advisors, LLC | 0.54% | Add +41.2% | 22,966 | $1.2M |
| Stonebridge Financial Planning Group, LLC | 0.38% | Reduce -3.7% | 17,694 | $1.0M |
| Jane Street Group, LLC | 0.00% | Add +164.8% | 16,871 | $992K |
| Gladstone Institutional Advisory LLC | 0.03% | No change | 14,601 | $859K |
| RCS Financial Planning, LLC | 0.42% | New | 13,782 | $810K |
| Integrated Advisors Network LLC | 0.04% | No change | 13,150 | $773K |
| Midwest Financial Network, LLC | 0.59% | New | 12,688 | $746K |
| Sunbelt Securities, Inc. | 0.05% | Add +128.4% | 12,501 | $735K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Reduce -18.3% | 12,088 | $711K |
| Creative Planning | 0.00% | Add +4.2% | 11,272 | $663K |
| Herold Advisors, Inc. | 0.14% | Reduce -10.2% | 11,070 | $651K |
| Brown, Lisle/Cummings, Inc. | 0.16% | Reduce -2.0% | 10,750 | $632K |
| Principal Securities, Inc. | 0.01% | Reduce -1.0% | 9,967 | $586K |
| PKS Advisory Services, LLC | 0.13% | Reduce -3.2% | 9,526 | $560K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.9% | 9,350 | $553K |
| Integrated Wealth Concepts LLC | 0.00% | Add +1.5% | 9,310 | $547K |
| Park Avenue Securities LLC | 0.00% | New | 8,726 | $513K |
| CDM Financial Counseling Services, Inc. | 0.44% | Reduce -3.1% | 7,850 | $462K |
| Mutual Advisors, LLC | 0.01% | Add +2.2% | 7,779 | $457K |
| Arkadios Wealth Advisors | 0.01% | Add +0.5% | 7,737 | $455K |
| Beck Bode, LLC | 0.08% | Reduce -14.3% | 7,724 | $454K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -6.6% | 7,411 | $436K |
| Mercer Global Advisors Inc. | 0.00% | New | 6,843 | $402K |
| LJI Wealth Management, LLC | 0.06% | No change | 6,678 | $393K |
| Sigma Planning Corp | 0.01% | Reduce -0.2% | 6,417 | $377K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 6,336 | $373K |
| Farther Finance Advisors, LLC | 0.00% | Add +15.4% | 5,611 | $332K |
| Naples Global Advisors, LLC | 0.02% | No change | 5,562 | $327K |
| Goldman Sachs Group Inc. | 0.00% | No change | 5,374 | $316K |
| Independent Financial Group, LLC | 0.01% | Add +0.3% | 5,337 | $314K |
| Equitable Holdings, Inc. | 0.00% | Add +33.4% | 4,855 | $296K |
| CoreCap Advisors, LLC | 0.01% | Add +8.2% | 4,984 | $293K |
| Fifth Third Securities, Inc. | 0.02% | Reduce -17.9% | 4,748 | $279K |
| Snider Financial Group | 0.08% | Reduce -28.4% | 4,471 | $263K |
| Mascoma Wealth Management LLC | 0.05% | Add +0.3% | 4,451 | $262K |
| Csenge Advisory Group | 0.01% | Add +0.6% | 4,417 | $260K |
| HBW Advisory Services LLC | 0.03% | Reduce -3.3% | 4,339 | $255K |
| Arax Advisory Partners | 0.01% | Reduce -73.0% | 4,330 | $255K |
| Glass Jacobson Investment Advisors llc | 0.09% | Add +0.6% | 4,244 | $250K |
| Perryman Financial Advisory Inc. | 0.03% | Reduce -17.3% | 3,940 | $232K |
| Nwam LLC | 0.01% | Reduce -2.8% | 3,894 | $229K |
| ShoreHaven Wealth Partners, LLC | 0.08% | Reduce -3.0% | 3,795 | $223K |
| MFA Wealth Services | 0.15% | Add +0.1% | 3,780 | $222K |
| St Germain D J Co. Inc. | 0.01% | No change | 3,713 | $218K |
| Western Wealth Management, LLC | 0.01% | New | 3,688 | $217K |
| Landaas & Co. /Wi | 0.05% | No change | 3,660 | $215K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -5.2% | 3,244 | $191K |
| WealthShield Partners, LLC | 0.02% | No change | 3,206 | $189K |
| ADG Wealth Management Group, LLC | 0.12% | New | 2,835 | $167K |
| Larson Financial Group LLC | 0.01% | Add +1.7% | 2,814 | $165K |
| Royal Bank of Canada | 0.00% | Add +17.7% | 2,389 | $140K |
| Harbour Investments, Inc. | 0.00% | Add +305.9% | 2,147 | $126K |
| KERR FINANCIAL PLANNING Corp | 0.08% | Add +0.7% | 1,858 | $116K |
| Wells Fargo & Company | 0.00% | Add +75.9% | 1,937 | $114K |
| Darwin Wealth Management, LLC | 0.03% | Add +0.6% | 1,768 | $104K |
| Allworth Financial LP | 0.00% | Add +6.8% | 1,663 | $98K |
| IFP Advisors, Inc | 0.00% | Add +0.4% | 1,651 | $97K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.2% | 1,478 | $87K |
| CX Institutional | 0.00% | Add +0.3% | 1,413 | $83K |
| Advisory Services Network, LLC | 0.00% | New | 1,365 | $80K |
| Monetary Solutions, Ltd | 0.07% | No change | 1,191 | $70K |
| SHP Wealth Management | 0.00% | No change | 1,000 | $59K |
| Cornerstone Planning Group LLC | 0.01% | Add +7.7% | 883 | $56K |
| Fifth Third Bancorp | 0.00% | New | 901 | $53K |
| Geneos Wealth Management Inc. | 0.00% | No change | 800 | $47K |
| AE Wealth Management LLC | 0.00% | No change | 468 | $28K |
| Colonial Trust Advisors | 0.00% | No change | 451 | $27K |
| Birchwood Financial Partners, Inc. | 0.02% | Add +0.7% | 432 | $25K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 416 | $24K |
| GAMMA Investing LLC | 0.00% | No change | 403 | $24K |
| Indiana Trust & Investment Management Co | 0.01% | New | 334 | $20K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 333 | $20K |
"% 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.