Fidelity High Dividend ETFFDVVETF
13F holders, Q2 2024 (June 30)243holders +26
38new positions
12sold out
2famous investors
$46.77avg. 13F price*
At the end of Q2 2024, 243 institutions reported holding Fidelity High Dividend ETF (FDVV) in their 13F filings, up 26 from Q1 2024. 38 opened new positions and 12 sold out. The largest holders were Commonwealth Equity Services, LLC ($116.0M), Morgan Stanley ($62.2M) and Bank of America Corp. ($52.9M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Fidelity High Dividend ETF
- CUSIP
- 316092840
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $11.8M |
| Exits | 12 | $16.3M |
All 13F filers, Q1 2024 → Q2 2024: 2,965,490 shares bought and 1,336,809 shares sold, net +1,628,681 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 243 holders
| Commonwealth Equity Services, LLC | 0.18% | Add +10.7% | 2,480,597 | $116.0M |
| Morgan Stanley | 0.00% | Add +16.8% | 1,328,758 | $62.2M |
| Bank of America Corp. | 0.01% | Add +3.4% | 1,129,789 | $52.9M |
| Envestnet Asset Management Inc. | 0.02% | Add +35.7% | 1,020,505 | $47.7M |
| Kestra Advisory Services, LLC | 0.17% | Add +10.4% | 682,787 | $31.2M |
| LPL Financial LLC | 0.01% | Add +12.5% | 642,795 | $30.1M |
| Osaic Holdings, Inc. | 0.07% | Reduce -46.0% | 628,483 | $29.4M |
| Wells Fargo & Company | 0.01% | Add +5.9% | 602,455 | $28.2M |
| Childress Capital Advisors, LLC | 7.23% | Add +0.2% | 548,442 | $25.7M |
| Cetera Investment Advisers | 0.06% | Add +41.2% | 543,198 | $25.4M |
| McIlrath & Eck, LLC | 3.50% | Add +13.8% | 504,144 | $23.6M |
| Allworth Financial LP | 0.14% | Add +4593.4% | 445,072 | $21.4M |
| Integrated Wealth Concepts LLC | 0.19% | Reduce -41.7% | 304,789 | $14.3M |
| Mascoma Wealth Management LLC | 3.75% | Add +4.4% | 302,013 | $14.1M |
| Jane Street Group, LLC | 0.02% | Add +32.5% | 298,751 | $14.0M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +14.0% | 290,522 | $13.6M |
| Greater Midwest Financial Group, LLC | 8.34% | Add +3.9% | 272,119 | $13.2M |
| Kestra Investment Management, LLC | 0.88% | — | 276,560 | $12.9M |
| Lakeridge Wealth Management LLC | 7.53% | Add +5.0% | 267,747 | $12.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +20.3% | 247,198 | $11.6M |
| MML Investors Services, LLC | 0.04% | Add +1.8% | 233,896 | $10.9M |
| Milestone Investment Advisors LLC | 2.81% | Add +254.7% | 225,758 | $10.6M |
| Arden Trust Co | 1.47% | Reduce -0.5% | 224,373 | $10.5M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +0.3% | 222,397 | $10.4M |
| Captrust Financial Advisors | 0.03% | Add +4.8% | 207,009 | $9.7M |
| JPMorgan Chase & Co. | 0.00% | Add +2.7% | 193,723 | $9.1M |
| Retirement Planning Group, LLC | 0.56% | Reduce -0.6% | 189,712 | $8.9M |
| Stifel Financial Corp. | 0.01% | Reduce -3.9% | 183,894 | $8.6M |
| Avantax Advisory Services, Inc. | 0.06% | Add +25.9% | 179,386 | $8.4M |
| Atria Investments, Inc | 0.09% | Add +17.6% | 142,492 | $6.7M |
| World Investment Advisors | 0.40% | Add +99.6% | 138,642 | $6.5M |
| Bollard Group LLC | 0.18% | Add +0.7% | 138,113 | $6.5M |
| Lineweaver Wealth Advisors, LLC | 1.22% | Reduce -2.3% | 125,901 | $5.9M |
| BluePointe Capital Management, LLC | 3.77% | Add +8.5% | 120,123 | $5.6M |
| IFP Advisors, Inc | 0.22% | Add +61.7% | 119,833 | $5.6M |
| Fifth Third Securities, Inc. | 0.50% | Add +929.5% | 116,710 | $5.5M |
| RFG Advisory, LLC | 0.18% | Add +3.8% | 115,600 | $5.4M |
| Gallagher Fiduciary Advisors, LLC | 1.14% | Add +2.3% | 108,795 | $5.1M |
| AdvisorNet Financial, Inc | 0.45% | Add +3.2% | 105,929 | $5.0M |
| Prudential Financial Inc. | 0.01% | Add +35.0% | 103,574 | $4.8M |
| McGlone Suttner Wealth Management, Inc. | 0.95% | Add +1.0% | 109,401 | $4.6M |
| Advisory Services Network, LLC | 0.09% | Add +12.0% | 92,133 | $4.3M |
| Marmo Financial Group, LLC | 2.43% | Reduce -5.3% | 85,976 | $4.0M |
| Valmark Advisers, Inc. | 0.07% | Add +6.4% | 85,528 | $4.0M |
| WCG Wealth Advisors LLC | 0.30% | Add +3.4% | 85,335 | $4.0M |
| Kovack Advisors, Inc. | 0.43% | Reduce -0.4% | 84,181 | $3.9M |
| Truist Financial Corp. | 0.01% | Add +0.7% | 81,142 | $3.8M |
| Personal Cfo Solutions, LLC | 0.58% | Reduce -5.6% | 80,010 | $3.7M |
| Investmark Advisory Group LLC | 1.99% | Add +5.1% | 79,727 | $3.7M |
| Kingsview Wealth Management, LLC | 0.09% | Add +408.1% | 79,135 | $3.7M |
| Royal Bank of Canada | 0.00% | Add +9.8% | 78,391 | $3.7M |
| FMR LLC | 0.00% | Add +33.7% | 76,711 | $3.6M |
| Kestra Private Wealth Services, LLC | 0.07% | Reduce -0.5% | 76,481 | $3.6M |
| Arkadios Wealth Advisors | 0.24% | Add +44.7% | 75,371 | $3.5M |
| AE Wealth Management LLC | 0.04% | Add +6.3% | 75,242 | $3.5M |
| Slagle Financial, LLC | 1.79% | Add +13.0% | 74,548 | $3.5M |
| Susquehanna International Group, LLP | 0.01% | Reduce -61.1% | 72,438 | $3.4M |
| Principle Wealth Partners LLC | 0.25% | Add +18.6% | 71,117 | $3.3M |
| Private Advisor Group, LLC | 0.02% | Add +23.3% | 67,264 | $3.1M |
| Foresight Capital Management Advisors, Inc. | 2.11% | Add +2.4% | 66,339 | $3.1M |
| Essex Financial Services, Inc. | 0.22% | Add +16.6% | 63,273 | $3.0M |
| Stephens Inc. | 0.04% | Add +33.9% | 62,332 | $2.9M |
| Principal Securities, Inc. | 0.08% | Add +18.7% | 60,999 | $2.9M |
| Bright Futures Wealth Management, LLC. | 1.49% | Add +17.4% | 57,737 | $2.8M |
| Sanctuary Advisors, LLC | 0.02% | — | 61,823 | $2.7M |
| Thoroughbred Financial Services, LLC | 0.17% | Add +25.9% | 53,751 | $2.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +431.9% | 52,631 | $2.5M |
| NewEdge Advisors, LLC | 0.02% | Add +70.6% | 49,184 | $2.3M |
| MAI Capital Management | 0.02% | Reduce -0.6% | 47,689 | $2.2M |
| IHT Wealth Management, LLC | 0.08% | Reduce -0.4% | 46,077 | $2.2M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -1.1% | 45,769 | $2.1M |
| Gladstone Institutional Advisory LLC | 0.11% | Reduce -0.1% | 45,666 | $2.1M |
| Pathway Financial Advisers, LLC | 0.77% | Add +1.2% | 45,687 | $2.1M |
| Old Mission Investment Co LLC | 0.63% | Reduce -1.1% | 41,307 | $1.9M |
| Koshinski Asset Management, Inc. | 0.18% | Add +12.1% | 40,703 | $1.9M |
| Primoris Wealth Advisors, LLC | 1.48% | Reduce -0.3% | 39,542 | $1.8M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -4.3% | 37,994 | $1.8M |
| Barry Investment Advisors, LLC | 0.60% | Add +19.8% | 37,909 | $1.8M |
| Biondo Investment Advisors, LLC | 0.26% | Add +3.1% | 36,840 | $1.7M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -45.6% | 36,579 | $1.7M |
| Oppenheimer & Co. Inc. | 0.03% | Add +55.0% | 36,080 | $1.7M |
| Raymond James & Associates | 0.00% | Add +18.3% | 36,049 | $1.7M |
| Mariner, LLC | 0.00% | Add +81.6% | 33,556 | $1.6M |
| Beam Wealth Advisors, Inc. | 0.48% | New | 31,001 | $1.5M |
| Level Four Advisory Services, LLC | 0.06% | New | 30,579 | $1.4M |
| Concourse Financial Group Securities, Inc. | 0.09% | Add +25.9% | 30,312 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +28.0% | 30,204 | $1.4M |
| D.A. Davidson & Co. | 0.01% | New | 28,378 | $1.3M |
| Sigma Planning Corp | 0.04% | Reduce -1.5% | 28,121 | $1.3M |
| Renaissance Technologies | 0.00% | Reduce -39.1% | 28,000 | $1.3M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +64.8% | 27,638 | $1.3M |
| CPC Advisors, LLC | 0.21% | Reduce -7.5% | 26,918 | $1.3M |
| HBW Advisory Services LLC | 0.20% | Reduce -0.2% | 25,297 | $1.2M |
| Godshalk Welsh Capital Management, Inc. | 0.78% | Add +10.6% | 24,860 | $1.2M |
| Lido Advisors, LLC | 0.01% | Reduce -4.6% | 24,359 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +106.2% | 24,091 | $1.1M |
| Octavia Wealth Advisors, LLC | 0.15% | Add +17.9% | 23,732 | $1.1M |
| Certified Advisory Corp | 0.14% | Add +62.7% | 22,993 | $1.1M |
| Private Wealth Partners, LLC | 0.08% | Reduce -1.3% | 22,800 | $1.1M |
| Calton & Associates, Inc. | 0.52% | Reduce -0.8% | 22,406 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Add +4.4% | 22,292 | $1.0M |
| Ameritas Advisory Services, LLC | 0.04% | Add +5.3% | 21,798 | $1.0M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +27.8% | 21,620 | $1.0M |
| Soltis Investment Advisors LLC | 0.10% | Add +0.2% | 21,020 | $983K |
| Sweeney & Michel, LLC | 0.42% | Add +0.7% | 20,658 | $979K |
| Perigon Wealth Management, LLC | 0.03% | Add +133.7% | 20,746 | $970K |
| Castleview Partners, LLC | 0.55% | Add +0.9% | 20,730 | $970K |
| LVZ, Inc. | 0.13% | Reduce -7.3% | 20,441 | $956K |
| Equitable Holdings, Inc. | 0.01% | Add +65.8% | 20,385 | $954K |
| Avaii Wealth Management, LLC | 0.52% | Reduce -18.1% | 19,878 | $930K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +4.3% | 18,521 | $866K |
| Integrated Advisors Network LLC | 0.04% | No change | 17,775 | $832K |
| Clare Market Investments LLC | 0.23% | Add +29.1% | 17,750 | $830K |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -21.0% | 17,679 | $827K |
| Ballew Advisors, Inc | 0.54% | New | 16,732 | $808K |
| Melfa Wealth Management, Inc. | 0.56% | Add +11.1% | 17,197 | $804K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -0.1% | 16,894 | $790K |
| Glassman Wealth Services | 0.14% | No change | 16,310 | $763K |
| Millennium Management | 0.00% | New | 16,192 | $757K |
| High Net Worth Advisory Group LLC | 0.21% | Reduce -11.7% | 15,129 | $708K |
| Accurate Wealth Management, LLC | 0.16% | Reduce -7.4% | 13,875 | $670K |
| Nicolet Advisory Services, LLC | 0.06% | Add +4.0% | 13,808 | $661K |
| Community Trust & Investment Co. | 0.04% | Reduce -2.1% | 14,022 | $656K |
| Westside Investment Management, Inc. | 0.15% | Add +11.6% | 13,916 | $651K |
| Schmidt P J Investment Management Inc. | 0.11% | Add +88.0% | 13,034 | $610K |
| HighTower Advisors, LLC | 0.00% | Add +18.1% | 12,697 | $595K |
| Core Wealth Advisors, Inc. | 0.20% | Add +12.6% | 12,676 | $593K |
| Sowell Financial Services LLC | 0.03% | Reduce -2.9% | 12,527 | $586K |
| Powers Advisory Group, LLC | 0.32% | Add +25.6% | 12,445 | $582K |
| Element Wealth, LLC | 0.33% | Add +6.0% | 12,430 | $581K |
| LongView Wealth Management | 0.21% | Add +0.4% | 12,145 | $568K |
| MWA Asset Management | 0.40% | Add +3.4% | 11,998 | $561K |
| IFG Advisory, LLC | 0.04% | New | 11,853 | $554K |
| FSC Wealth Advisors, LLC | 0.40% | Add +2.6% | 11,467 | $536K |
| KFG Wealth Management, LLC | 0.21% | Add +56.3% | 11,334 | $530K |
| Flputnam Investment Management Co. | 0.01% | New | 10,978 | $514K |
| Freestone Capital Holdings, LLC | 0.02% | New | 10,924 | $511K |
| Widmann Financial Services, Inc. | 0.38% | Add +15.7% | 10,082 | $472K |
| Silver Oak Securities, Incorporated | 0.07% | New | 10,039 | $470K |
| Absolute Capital Management, LLC | 0.28% | New | 10,000 | $468K |
| Raymond James Trust N.A. | 0.01% | No change | 9,797 | $458K |
| Brown, Lisle/Cummings, Inc. | 0.15% | No change | 9,650 | $451K |
| Savvy Advisors, Inc. | 0.14% | Add +4.4% | 9,487 | $444K |
| TruWealth Advisors, LLC | 0.03% | Add +61.3% | 9,445 | $442K |
| WealthCare Investment Partners, LLC | 0.20% | Add +0.7% | 9,422 | $441K |
| FSA Advisors, Inc. | 0.46% | No change | 9,384 | $439K |
| Tandem Capital Management Corp. | 0.24% | Add +0.6% | 9,170 | $434K |
| PFG Advisors | 0.03% | Reduce -0.8% | 9,215 | $431K |
| 180 Wealth Advisors, LLC | 0.07% | No change | 8,890 | $426K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Add +0.7% | 8,898 | $416K |
| Crescent Grove Advisors, LLC | 0.05% | Reduce -6.0% | 8,788 | $411K |
| Wealth Management Associates, Inc. | 0.19% | No change | 8,704 | $407K |
| Lanark Financial, Inc. | 0.03% | Reduce -20.3% | 8,177 | $382K |
| Verdence Capital Advisors LLC | 0.03% | No change | 8,053 | $377K |
| Global Retirement Partners, LLC | 0.01% | Add +24.0% | 7,990 | $374K |
| Permanent Capital Management, LP | 0.08% | — | 7,097 | $369K |
| Mission Wealth Management, LP | 0.01% | Add +6.9% | 7,767 | $363K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +0.3% | 7,711 | $361K |
| Mayfair Advisory Group, LLC | 0.24% | New | 7,398 | $357K |
| Advisor OS, LLC | 0.04% | No change | 7,504 | $351K |
| Harbour Investments, Inc. | 0.01% | Add +10.1% | 7,471 | $349K |
| DHK Financial Advisors, Inc. | 0.23% | New | 7,000 | $327K |
| Tranquility Partners, LLC | 0.12% | No change | 6,893 | $322K |
| Rehmann Capital Advisory Group | 0.02% | New | 6,875 | $322K |
| Betterment LLC | 0.00% | New | 6,806 | $318K |
| Sunbelt Securities, Inc. | 0.03% | Add +0.2% | 6,608 | $309K |
| Smithfield Trust Co | 0.02% | Add +1.6% | 6,300 | $296K |
| Citizens Financial Group Inc. | 0.01% | Reduce -34.9% | 6,189 | $290K |
| David J Yvars Group | 0.17% | No change | 5,915 | $277K |
| New England Private Wealth Advisors LLC | 0.05% | Add +0.5% | 5,895 | $276K |
| Aspect Partners, LLC | 0.16% | No change | 5,840 | $273K |
| Atlas Brown,Inc. | 0.10% | Add +0.2% | 5,777 | $270K |
| Strengthening Families & Communities, LLC | 0.08% | New | 5,752 | $269K |
| Shared Vision Wealth Group LLC | 0.16% | No change | 5,700 | $267K |
| DAVENPORT & Co LLC | 0.00% | Reduce -2.9% | 5,634 | $264K |
| NFSG Corp | 0.10% | Reduce -2.8% | 5,555 | $260K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | New | 5,421 | $254K |
| Orion Porfolio Solutions, LLC | 0.00% | No change | 5,314 | $249K |
| Orion Portfolio Solutions, LLC | 0.00% | No change | 5,314 | $249K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -5.0% | 5,283 | $247K |
| Precedent Wealth Partners, LLC | 0.10% | New | 5,165 | $242K |
| Aptus Capital Advisors, LLC | 0.00% | Add +17.7% | 5,156 | $241K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +6.2% | 5,110 | $239K |
| Hilton Capital Management, LLC | 0.02% | New | 5,064 | $237K |
| Capital Advisory Group Advisory Services, LLC | 0.10% | New | 5,033 | $235K |
| Southern Capital Advisors, LLC | 0.14% | No change | 5,000 | $234K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +0.0% | 4,975 | $233K |
| Pathstone Holdings, LLC | 0.00% | Reduce -24.3% | 4,892 | $229K |
| FSB Premier Wealth Management, Inc. | 0.10% | Add +0.7% | 4,792 | $224K |
| Greenwich Wealth Management LLC | 0.02% | No change | 4,694 | $220K |
| CreativeOne Wealth, LLC | 0.01% | New | 4,579 | $214K |
| First Foundation Advisors | 0.01% | No change | 4,500 | $211K |
| Zega Financial, LLC | 0.07% | New | 4,407 | $206K |
| MJP Associates Inc. | 0.04% | New | 4,407 | $206K |
| Larson Financial Group LLC | 0.01% | Add +6777.4% | 4,264 | $199K |
| Bank of Montreal | 0.00% | Add +9.4% | 4,049 | $192K |
| Anchor Investment Management, LLC | 0.02% | Add +3.1% | 3,904 | $183K |
| Arax Advisory Partners | 0.02% | No change | 3,896 | $182K |
| US Bancorp \de | 0.00% | Add +8.6% | 3,580 | $167K |
| Householder Group Estate & Retirement Specialist, LLC | 0.04% | No change | 3,385 | $158K |
| Comerica Bank | 0.00% | Add +0.8% | 3,192 | $149K |
| ICA Group Wealth Management, LLC | 0.09% | Add +105.5% | 3,029 | $142K |
| Valley National Advisers Inc. | 0.02% | Reduce -3.9% | 2,922 | $136K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +0.3% | 2,342 | $110K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 2,259 | $107K |
| UBS Group AG | 0.00% | New | 2,100 | $98K |
| Bank of New Hampshire | 0.02% | No change | 1,683 | $79K |
| Hantz Financial Services, Inc. | 0.00% | New | 1,086 | $51K |
| Quadrant Capital Group LLC | 0.00% | New | 1,000 | $47K |
| Redwood Wealth Management Group, LLC | 0.03% | New | 850 | $40K |
| Clearstead Advisors, LLC | 0.00% | Reduce -10.8% | 827 | $39K |
| Citigroup Inc. | 0.00% | No change | 800 | $37K |
| Spire Wealth Management | 0.00% | Reduce -90.8% | 661 | $31K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -8.2% | 637 | $30K |
| Signaturefd, LLC | 0.00% | Add +0.2% | 615 | $29K |
| Syntrinsic LLC | 0.01% | No change | 560 | $26K |
| HHM Wealth Advisors, LLC | 0.00% | New | 511 | $24K |
| JNBA Financial Advisors | 0.00% | New | 425 | $20K |
| Chilton Capital Management LLC | 0.00% | No change | 409 | $19K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +0.6% | 337 | $16K |
| Providence Capital Advisors, LLC | 0.00% | No change | 297 | $14K |
| Sandy Spring Bank | 0.00% | Add +0.7% | 297 | $14K |
| Venturi Wealth Management, LLC | 0.00% | Add +0.7% | 287 | $13K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 249 | $12K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 242 | $11K |
| Cwm, LLC | 0.00% | Reduce -42.4% | 219 | $10K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -19.2% | 211 | $10K |
| HighMark Wealth Management LLC | 0.01% | New | 201 | $9K |
| ORG Partners LLC | 0.00% | New | 150 | $7K |
| Oakworth Capital, Inc. | 0.00% | New | 149 | $7K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 135 | $6K |
| Key Financial Inc | 0.00% | No change | 135 | $6K |
| Tortoise Investment Management, LLC | 0.00% | No change | 100 | $5K |
| Capital Analysts, LLC | 0.00% | Add +1.1% | 89 | $4K |
| Gradient Investments LLC | 0.00% | New | 84 | $4K |
| BNP Paribas Financial Markets | 0.00% | New | 52 | $2K |
| Lindbrook Capital, LLC | 0.00% | No change | 50 | $2K |
| Sound Income Strategies, LLC | 0.00% | No change | 47 | $2K |
| Horizon Financial Services, LLC | 0.00% | New | 22 | $1K |
| Camelot Portfolios, LLC | 0.00% | New | 15 | $719 |
| Oliver Lagore Vanvalin Investment Group | 0.00% | New | 14 | $655 |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 12 | $561 |
| Assetmark, Inc. | 0.00% | New | 10 | $468 |
"% of holder's portfolio" is FDVV's weight in each manager's 13F, not the share of Fidelity High Dividend ETF the manager owns.