Fidelity High Dividend ETFFDVVETF

13F holders, Q2 2026 (June 30)
515holders +26
62new positions
28sold out
3famous investors
$60.29avg. 13F price*

At the end of Q2 2026, 515 institutions reported holding Fidelity High Dividend ETF (FDVV) in their 13F filings, up 26 from Q1 2026. 62 opened new positions and 28 sold out. The largest holders were LPL Financial LLC ($452.2M), Commonwealth Equity Services, LLC ($180.1M) and Retirement Planning Group, LLC ($170.2M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Fidelity High Dividend ETF
CUSIP
316092840
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 217Q1 2024Q2 2024: 243Q2 2024Q3 2024: 264Q3 2024Q4 2024: 308Q4 2024Q1 2025: 347Q1 2025Q2 2025: 369Q2 2025Q3 2025: 403Q3 2025Q4 2025: 453Q4 2025Q1 2026: 489Q1 2026Q2 2026: 515Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions62$54.2M
Exits28$81.9M

All 13F filers, Q1 2026 → Q2 2026: 6,307,165 shares bought and 4,752,013 shares sold, net +1,555,152 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 515 holders

LPL Financial LLC 0.10% Add +10.3% 7,499,779 $452.2M
Commonwealth Equity Services, LLC 0.23% Add +0.6% 2,987,353 $180.1M
Retirement Planning Group, LLC 4.33% Add +11.5% 2,823,822 $170.2M
Morgan Stanley 0.01% Add +3.2% 2,713,339 $163.6M
Envestnet Asset Management Inc. 0.04% Add +6.1% 2,581,834 $155.7M
Bank of America Corp. 0.01% Add +7.4% 2,541,625 $153.2M
Raymond James Financial Inc. 0.04% Add +10.7% 2,331,510 $140.6M
JPMorgan Chase & Co. 0.01% Add +7.2% 2,175,133 $131.2M
Cetera Investment Advisers 0.12% Add +5.0% 2,117,713 $127.7M
Osaic Holdings, Inc. 0.14% Add +38.8% 1,984,267 $119.7M
Dynasty Wealth Management, LLC 0.85% Add +9.5% 1,888,109 $113.8M
Wells Fargo & Company 0.02% Add +9.0% 1,855,417 $111.9M
Kestra Advisory Services, LLC 0.28% Add +33.7% 1,440,288 $86.8M
Sagespring Wealth Partners, LLC 1.30% Add +8.8% 1,400,766 $84.5M
Northwestern Mutual Wealth Management Co. 0.03% Reduce -1.4% 914,634 $55.1M
Arkadios Wealth Advisors 0.76% Add +7.4% 816,312 $49.2M
Cambridge Investment Research Advisors, Inc. 0.11% Reduce -5.4% 777,397 $46.9M
MML Investors Services, LLC 0.09% Add +20.4% 753,964 $45.5M
Kestra Investment Management, LLC 0.81% Reduce -13.5% 692,813 $41.8M
Childress Capital Advisors, LLC 6.53% Add +0.8% 661,037 $39.9M
Victory Financial Group, LLC 4.06% Add +16.6% 640,420 $38.6M
Royal Bank of Canada 0.01% Add +7.5% 639,618 $38.6M
Allworth Financial LP 0.15% Reduce -7.6% 586,977 $35.4M
Mariner, LLC 0.04% Add +24.7% 566,766 $34.2M
Private Advisor Group, LLC 0.15% Reduce -7.3% 537,233 $32.4M
Woodard & Co. Asset Management Group Inc. 3.77% Reduce -0.8% 433,835 $26.2M
Wealth Enhancement Advisory Services, LLC 0.04% Add +2.8% 392,253 $24.4M
AssuredPartners Investment Advisors, LLC 2.36% Add +2.2% 403,891 $24.4M
Milestone Investment Advisors LLC 4.23% Reduce -0.5% 324,499 $19.6M
AA Financial Advisors, LLC 2.33% Add +152.0% 321,175 $19.4M
Flagship Wealth Advisors, LLC 4.20% Add +83.9% 310,950 $18.7M
Equitable Holdings, Inc. 0.11% Reduce -5.7% 306,832 $18.5M
Stratos Investment Management, LLC 0.66% Reduce -0.4% 303,753 $18.3M
D.A. Davidson & Co. 0.10% Reduce -4.7% 300,253 $18.1M
Calton & Associates, Inc. 2.60% Reduce -2.5% 294,506 $17.8M
Prime Capital Investment Advisors, LLC 0.16% Reduce -3.4% 280,456 $16.9M
Regimen Wealth, LLC 4.53% Add +1.9% 278,629 $16.8M
IFP Advisors, Inc 0.29% Add +2.2% 263,334 $15.9M
World Investment Advisors 0.26% Reduce -1.5% 281,528 $15.6M
Integrated Wealth Concepts LLC 0.10% Reduce -15.7% 252,064 $15.2M
Fifth Third Securities, Inc. 0.84% Add +5.4% 243,868 $14.7M
Prentice Wealth Management LLC 3.03% Add +3.0% 243,752 $14.7M
Clark Wealth Partners 8.14% Reduce -10.1% 239,160 $14.4M
GTS Securities LLC 0.30% Add +384.8% 235,485 $14.2M
Rooted Wealth Advisors, Inc. 3.47% Add +4.8% 235,327 $14.2M
FMR LLC 0.00% Add +12.1% 233,218 $14.1M
Independence Financial Advisors, LLC 3.57% Reduce -25.1% 227,992 $13.7M
Truist Financial Corp. 0.02% Reduce -5.6% 224,204 $13.5M
Advisory Services Network, LLC 0.15% Add +1.6% 221,603 $13.4M
Per Stirling Capital Management, LLC. 1.26% Add +0.1% 219,942 $13.3M
Performance Wealth Partners, LLC 0.33% Add +20.7% 219,333 $13.2M
Citadel Advisors 0.01% New 213,763 $12.9M
SHP Wealth Management 0.87% Add +3.8% 210,776 $12.7M
Lakeridge Wealth Management LLC 4.57% Reduce -42.3% 206,657 $12.5M
Susquehanna International Group, LLP 0.01% Reduce -77.8% 195,411 $11.8M
Ameriprise Financial Inc. 0.00% Add +118.2% 192,316 $11.6M
Sculati Wealth Management, LLC 3.86% Add +0.6% 186,220 $11.6M
PCG Wealth Advisors, LLC 2.46% Add +0.5% 182,800 $11.0M
Janney Montgomery Scott LLC 0.02% Add +18.1% 181,144 $10.9M
Thoroughbred Financial Services, LLC 0.51% Add +7.1% 174,611 $10.5M
Thrivent Financial for Lutherans 0.02% Add +4.3% 169,364 $10.2M
Cyr Financial Inc. 5.27% Add +7.4% 167,830 $10.1M
&partners 0.04% Add +2.0% 173,197 $9.9M
Stifel Financial Corp. 0.01% Add +4.4% 163,059 $9.8M
Captrust Financial Advisors 0.01% Reduce -2.8% 159,980 $9.6M
Powers Advisory Group, LLC 2.95% Add +11.0% 156,160 $9.4M
Lido Advisors, LLC 0.03% Reduce -12.3% 155,668 $9.4M
Sanctuary Advisors, LLC 0.04% Reduce -3.8% 155,252 $9.4M
Cornerstone Wealth, LLC 4.68% Reduce -27.0% 148,659 $9.3M
Stephens Inc. 0.10% Add +4.0% 150,033 $9.0M
Kovack Advisors, Inc. 0.43% Add +2.9% 147,703 $9.0M
Flow Traders U.S. LLC 0.37% Add +7.0% 147,801 $8.9M
Baird Financial Group, Inc. 0.01% Reduce -0.6% 147,766 $8.9M
Rockefeller Capital Management L.P. 0.01% Reduce -0.2% 147,741 $8.9M
New Insight Wealth Advisors 2.62% Add +2.7% 147,453 $8.9M
Base Wealth Management LLC 3.98% Add +3.5% 141,941 $8.6M
Unique Wealth, LLC 0.98% Add +10.7% 140,013 $8.4M
Strategic Blueprint, LLC 0.42% Add +2.3% 138,953 $8.4M
Centerline Wealth Advisors, LLC 2.57% Add +3.9% 135,983 $8.2M
Mgo One Seven LLC 0.13% New 135,133 $8.1M
Global Retirement Partners, LLC 0.12% — 134,781 $8.1M
Investment Advisory Services Group LLC 5.92% Add +5.4% 134,161 $8.1M
Merit Financial Group, LLC 0.05% Add +20.1% 133,960 $8.1M
Pathway Financial Advisers, LLC 2.01% Reduce -1.0% 132,384 $8.0M
Neuberger Berman Group LLC 0.01% No change 130,630 $7.9M
Carbahal Olsen Financial Services Group, LLC 5.46% Add +1.1% 130,417 $7.9M
BG Investment Services, LLC 5.46% Add +11.8% 125,837 $7.6M
AdvisorNet Financial, Inc 0.34% Add +1.4% 122,695 $7.4M
Investment Advisory Services Inc. /TX 2.12% Add +8.7% 121,803 $7.3M
Principal Securities, Inc. 0.09% Reduce -3.7% 119,320 $7.2M
Citizens Financial Group Inc. 0.09% Add +6.0% 117,954 $7.1M
Wayfinding Financial, LLC 2.59% Reduce -4.7% 113,541 $6.8M
McGlone Suttner Wealth Management, Inc. 0.79% Add +0.4% 111,746 $6.7M
Kestra Private Wealth Services, LLC 0.07% Reduce -4.2% 109,933 $6.6M
High Point Wealth Management, LLC 5.46% Add +0.2% 108,405 $6.5M
Lineweaver Wealth Advisors, LLC 0.77% Reduce -0.4% 108,055 $6.5M
OpenArc Corporate Advisory, LLC 0.08% Add +31.5% 107,793 $6.5M
Marshall & Sterling Wealth Advisors Inc. 3.85% Add +2.3% 107,749 $6.5M
Sapient Capital LLC 0.08% Add +20.1% 106,893 $6.4M
Oppenheimer & Co. Inc. 0.07% Add +8.0% 105,425 $6.4M

"% of holder's portfolio" is FDVV's weight in each manager's 13F, not the share of Fidelity High Dividend ETF the manager owns.

Show all 515 holders