Fidelity High Dividend ETFFDVVETF
13F holders, Q3 2024 (September 30)264holders +21
39new positions
17sold out
$50.64avg. 13F price*
At the end of Q3 2024, 264 institutions reported holding Fidelity High Dividend ETF (FDVV) in their 13F filings, up 21 from Q2 2024. 39 opened new positions and 17 sold out. The largest holders were Commonwealth Equity Services, LLC ($140.2M), Morgan Stanley ($79.6M) and Envestnet Asset Management Inc. ($63.4M).
- Company
- Fidelity High Dividend ETF
- CUSIP
- 316092840
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $43.5M |
| Exits | 17 | $4.5M |
All 13F filers, Q2 2024 → Q3 2024: 4,234,194 shares bought and 929,100 shares sold, net +3,305,094 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 264 holders
| Commonwealth Equity Services, LLC | 0.21% | Add +11.6% | 2,768,581 | $140.2M |
| Morgan Stanley | 0.01% | Add +18.3% | 1,571,664 | $79.6M |
| Envestnet Asset Management Inc. | 0.02% | Add +22.6% | 1,251,613 | $63.4M |
| Bank of America Corp. | 0.00% | Reduce -7.4% | 1,046,151 | $53.0M |
| LPL Financial LLC | 0.02% | Add +45.5% | 935,552 | $47.4M |
| Childress Capital Advisors, LLC | 10.39% | Add +38.5% | 759,709 | $38.5M |
| Wells Fargo & Company | 0.01% | Add +16.4% | 701,329 | $35.5M |
| Osaic Holdings, Inc. | 0.08% | Add +8.0% | 678,731 | $34.4M |
| Cetera Investment Advisers | 0.07% | Add +13.7% | 617,725 | $31.3M |
| McIlrath & Eck, LLC | 3.78% | Add +14.8% | 578,875 | $29.3M |
| Allworth Financial LP | 0.14% | Add +5.3% | 468,637 | $23.7M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +82.3% | 450,593 | $22.8M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +30.3% | 378,429 | $19.2M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +51.7% | 337,303 | $17.1M |
| Integrated Wealth Concepts LLC | 0.20% | Add +6.8% | 325,621 | $16.5M |
| MML Investors Services, LLC | 0.06% | Add +31.1% | 306,620 | $15.5M |
| Mascoma Wealth Management LLC | 3.81% | Add +0.1% | 302,338 | $15.3M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -57.3% | 291,755 | $14.8M |
| Systelligence, LLC | 3.56% | New | 283,418 | $14.4M |
| Lakeridge Wealth Management LLC | 7.73% | Add +3.6% | 277,493 | $14.1M |
| Greater Midwest Financial Group, LLC | 8.21% | Add +1.5% | 276,222 | $14.0M |
| Kestra Investment Management, LLC | 0.59% | Reduce -1.6% | 272,247 | $13.8M |
| Milestone Investment Advisors LLC | 3.62% | Add +12.9% | 255,002 | $12.9M |
| Susquehanna International Group, LLP | 0.02% | Add +245.3% | 250,100 | $12.7M |
| JPMorgan Chase & Co. | 0.00% | Add +27.1% | 246,157 | $12.5M |
| Avantax Advisory Services, Inc. | 0.07% | Add +25.0% | 224,195 | $11.4M |
| Retirement Planning Group, LLC | 0.59% | Add +12.2% | 212,826 | $10.8M |
| Captrust Financial Advisors | 0.03% | Reduce -0.3% | 206,416 | $10.5M |
| World Investment Advisors | 0.32% | Add +45.2% | 201,266 | $10.2M |
| Kovack Advisors, Inc. | 1.08% | Add +138.5% | 200,738 | $10.2M |
| Stifel Financial Corp. | 0.01% | Reduce -5.2% | 174,391 | $8.8M |
| Jane Street Group, LLC | 0.01% | Reduce -47.1% | 157,952 | $8.0M |
| Prudential Financial Inc. | 0.01% | Add +51.6% | 157,024 | $8.0M |
| Atria Investments, Inc | 0.09% | Add +5.6% | 150,455 | $7.6M |
| Bollard Group LLC | 0.19% | Add +0.6% | 138,938 | $7.0M |
| RFG Advisory, LLC | 0.21% | Add +19.6% | 138,225 | $7.0M |
| IFP Advisors, Inc | 0.24% | Add +8.1% | 129,587 | $6.6M |
| Dentgroup LLC | 4.83% | New | 127,599 | $6.5M |
| BluePointe Capital Management, LLC | 4.15% | Add +5.4% | 126,572 | $6.4M |
| Lineweaver Wealth Advisors, LLC | 1.15% | Reduce -4.9% | 119,717 | $6.1M |
| Raymond James & Associates | 0.00% | Add +223.6% | 116,653 | $5.9M |
| Gallagher Fiduciary Advisors, LLC | 1.18% | Add +5.3% | 114,547 | $5.8M |
| Truist Financial Corp. | 0.01% | Add +38.2% | 112,135 | $5.7M |
| Fifth Third Securities, Inc. | 0.54% | Reduce -4.1% | 111,935 | $5.7M |
| Marmo Financial Group, LLC | 2.77% | Add +19.4% | 102,688 | $5.2M |
| AdvisorNet Financial, Inc | 0.39% | Reduce -3.2% | 102,571 | $5.2M |
| Sanctuary Advisors, LLC | 0.03% | Add +59.9% | 98,850 | $5.2M |
| Kestra Private Wealth Services, LLC | 0.09% | Add +26.0% | 96,385 | $4.9M |
| Arkadios Wealth Advisors | 0.26% | Add +19.5% | 90,102 | $4.6M |
| McGlone Suttner Wealth Management, Inc. | 0.92% | Reduce -19.7% | 87,811 | $4.4M |
| WCG Wealth Advisors LLC | 0.29% | Add +0.4% | 85,709 | $4.3M |
| Slagle Financial, LLC | 1.93% | Add +14.9% | 85,661 | $4.3M |
| Advisory Services Network, LLC | 0.09% | No change | 92,133 | $4.3M |
| Private Advisor Group, LLC | 0.03% | Add +26.2% | 84,878 | $4.3M |
| Royal Bank of Canada | 0.00% | Add +7.5% | 84,228 | $4.3M |
| Personal Cfo Solutions, LLC | 0.58% | Add +2.2% | 81,800 | $4.1M |
| Investmark Advisory Group LLC | 2.00% | Add +2.2% | 81,512 | $4.1M |
| FMR LLC | 0.00% | Add +4.7% | 80,331 | $4.1M |
| AE Wealth Management LLC | 0.04% | Add +4.5% | 78,645 | $4.0M |
| D.A. Davidson & Co. | 0.03% | Add +172.1% | 77,227 | $3.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +45.3% | 76,448 | $3.9M |
| Principle Wealth Partners LLC | 0.27% | Add +4.3% | 74,209 | $3.8M |
| Valmark Advisers, Inc. | 0.06% | Reduce -13.2% | 74,203 | $3.8M |
| NewEdge Advisors, LLC | 0.02% | Add +49.9% | 73,730 | $3.7M |
| Fsa Wealth Partners, Inc. | 0.89% | New | 73,038 | $3.7M |
| Stephens Inc. | 0.05% | Add +15.5% | 72,021 | $3.6M |
| Foresight Capital Management Advisors, Inc. | 2.09% | Add +4.8% | 69,520 | $3.5M |
| Dana Investment Advisors, Inc. | 0.12% | New | 68,614 | $3.5M |
| Thoroughbred Financial Services, LLC | 0.22% | Add +24.8% | 67,052 | $3.4M |
| Oppenheimer & Co. Inc. | 0.05% | Add +80.8% | 65,240 | $3.3M |
| Essex Financial Services, Inc. | 0.21% | Reduce -9.1% | 57,538 | $3.0M |
| Valued Retirements, Inc. | 3.88% | New | 55,579 | $2.8M |
| Pathway Financial Advisers, LLC | 1.13% | Add +7.7% | 49,191 | $2.5M |
| MAI Capital Management | 0.02% | Add +2.1% | 48,710 | $2.5M |
| Principal Securities, Inc. | 0.06% | Reduce -20.4% | 48,560 | $2.5M |
| Bright Futures Wealth Management, LLC. | 1.16% | Reduce -18.0% | 47,369 | $2.4M |
| HBW Advisory Services LLC | 0.35% | Add +86.7% | 47,222 | $2.4M |
| IHT Wealth Management, LLC | 0.07% | Reduce -1.5% | 45,384 | $2.3M |
| Gladstone Institutional Advisory LLC | 0.11% | Reduce -5.7% | 43,047 | $2.2M |
| Calton & Associates, Inc. | 0.81% | Add +87.9% | 42,095 | $2.1M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -9.1% | 41,589 | $2.1M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +135.1% | 41,563 | $2.1M |
| Koshinski Asset Management, Inc. | 0.18% | Add +0.0% | 40,710 | $2.1M |
| Old Mission Investment Co LLC | 0.62% | Reduce -2.9% | 40,115 | $2.0M |
| Barry Investment Advisors, LLC | 0.61% | Add +4.2% | 39,505 | $2.0M |
| Primoris Wealth Advisors, LLC | 1.44% | Reduce -1.0% | 39,159 | $2.0M |
| Harbour Investments, Inc. | 0.06% | Add +407.8% | 37,941 | $1.9M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.3% | 37,134 | $1.9M |
| Biondo Investment Advisors, LLC | 0.26% | Reduce -0.1% | 36,785 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +21.7% | 36,767 | $1.9M |
| Mariner, LLC | 0.00% | Add +8.6% | 36,432 | $1.8M |
| Level Four Advisory Services, LLC | 0.08% | Add +17.2% | 35,845 | $1.8M |
| Concourse Financial Group Securities, Inc. | 0.10% | Add +14.6% | 34,728 | $1.8M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -10.9% | 32,607 | $1.7M |
| Janney Montgomery Scott LLC | 0.00% | Add +43.7% | 32,028 | $1.6M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +25.6% | 30,263 | $1.5M |
| Equitable Holdings, Inc. | 0.01% | Add +45.5% | 29,650 | $1.5M |
| Godshalk Welsh Capital Management, Inc. | 0.92% | Add +16.0% | 28,835 | $1.5M |
| Beam Wealth Advisors, Inc. | 0.44% | Reduce -7.2% | 28,756 | $1.5M |
| Ballew Advisors, Inc | 0.94% | Add +65.2% | 27,642 | $1.4M |
| Certified Advisory Corp | 0.15% | Add +20.0% | 27,598 | $1.4M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -65.5% | 27,273 | $1.4M |
| Lido Advisors, LLC | 0.01% | Add +7.5% | 26,183 | $1.3M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +13.5% | 24,530 | $1.2M |
| CPC Advisors, LLC | 0.18% | Reduce -10.3% | 24,133 | $1.2M |
| Octavia Wealth Advisors, LLC | 0.15% | Add +0.9% | 23,954 | $1.2M |
| Sigma Planning Corp | 0.04% | Reduce -16.4% | 23,515 | $1.2M |
| Private Wealth Partners, LLC | 0.09% | No change | 22,800 | $1.2M |
| Perigon Wealth Management, LLC | 0.03% | Add +8.9% | 22,597 | $1.1M |
| Code Waechter LLC | 1.06% | — | 21,958 | $1.1M |
| Soltis Investment Advisors LLC | 0.10% | Add +0.1% | 21,052 | $1.1M |
| Two Sigma Investments, LP | 0.00% | New | 20,100 | $1.0M |
| Schmidt P J Investment Management Inc. | 0.17% | Add +49.8% | 19,522 | $989K |
| Sweeney & Michel, LLC | 0.37% | Reduce -13.0% | 17,974 | $930K |
| Belpointe Asset Management LLC | 0.06% | New | 18,263 | $925K |
| Clare Market Investments LLC | 0.24% | Add +1.4% | 18,000 | $912K |
| Integrated Advisors Network LLC | 0.04% | Add +0.9% | 17,935 | $908K |
| Melfa Wealth Management, Inc. | 0.58% | Add +0.0% | 17,202 | $871K |
| Sunbelt Securities, Inc. | 0.08% | Add +156.5% | 16,951 | $859K |
| LVZ, Inc. | 0.11% | Reduce -17.5% | 16,855 | $854K |
| Mayfair Advisory Group, LLC | 0.53% | Add +126.3% | 16,741 | $846K |
| HighTower Advisors, LLC | 0.00% | Add +29.9% | 16,498 | $837K |
| Onyx Financial Advisors, LLC | 0.46% | New | 16,496 | $836K |
| Glassman Wealth Services | 0.14% | No change | 16,310 | $826K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -27.3% | 15,848 | $803K |
| Powers Advisory Group, LLC | 0.40% | Add +26.8% | 15,777 | $799K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -16.1% | 15,530 | $787K |
| Centaurus Financial, Inc. | 0.05% | New | 15,355 | $778K |
| High Net Worth Advisory Group LLC | 0.21% | No change | 15,129 | $766K |
| Sowell Financial Services LLC | 0.04% | Add +20.8% | 15,133 | $766K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 14,939 | $757K |
| Nicolet Advisory Services, LLC | 0.07% | Add +8.7% | 15,003 | $755K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -13.0% | 14,703 | $745K |
| Core Wealth Advisors, Inc. | 0.24% | Add +15.6% | 14,654 | $742K |
| Global Retirement Partners, LLC | 0.02% | Add +79.2% | 14,316 | $725K |
| Westside Investment Management, Inc. | 0.15% | Add +2.5% | 14,262 | $722K |
| Community Trust & Investment Co. | 0.05% | Add +1.3% | 14,210 | $720K |
| Avaii Wealth Management, LLC | 0.36% | Reduce -29.4% | 14,023 | $710K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -50.6% | 13,665 | $689K |
| Accurate Wealth Management, LLC | 0.14% | Reduce -3.5% | 13,383 | $684K |
| LongView Wealth Management | 0.21% | Add +8.5% | 13,176 | $667K |
| Savvy Advisors, Inc. | 0.13% | Add +37.0% | 12,995 | $658K |
| PFG Advisors | 0.04% | Add +37.1% | 12,635 | $640K |
| KFG Wealth Management, LLC | 0.14% | Add +9.6% | 12,421 | $629K |
| TruWealth Advisors, LLC | 0.04% | Add +28.6% | 12,151 | $615K |
| LaSalle St. Investment Advisors, LLC | 0.24% | New | 12,075 | $611K |
| FSC Wealth Advisors, LLC | 0.43% | Add +4.2% | 11,943 | $605K |
| IFG Advisory, LLC | 0.04% | Add +0.5% | 11,914 | $603K |
| Element Wealth, LLC | 0.31% | Reduce -5.8% | 11,708 | $593K |
| CoreCap Advisors, LLC | 0.03% | New | 11,604 | $588K |
| Mutual Advisors, LLC | 0.02% | New | 11,223 | $575K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 11,100 | $562K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 11,025 | $558K |
| Freestone Capital Holdings, LLC | 0.02% | Add +0.6% | 10,988 | $557K |
| Independent Financial Group, LLC | 0.02% | New | 10,650 | $539K |
| Widmann Financial Services, Inc. | 0.39% | Add +1.9% | 10,273 | $520K |
| WealthCare Investment Partners, LLC | 0.23% | Add +8.6% | 10,229 | $514K |
| Absolute Capital Management, LLC | 0.30% | No change | 10,000 | $507K |
| Capital Advisory Group Advisory Services, LLC | 0.20% | Add +96.2% | 9,874 | $500K |
| Raymond James Trust N.A. | 0.01% | No change | 9,797 | $496K |
| Precedent Wealth Partners, LLC | 0.16% | Add +89.0% | 9,762 | $494K |
| Brown, Lisle/Cummings, Inc. | 0.15% | No change | 9,650 | $489K |
| MWA Asset Management | 0.32% | Reduce -21.4% | 9,433 | $478K |
| Brown Miller Wealth Management, LLC | 0.18% | New | 9,400 | $476K |
| FSA Advisors, Inc. | 0.47% | No change | 9,384 | $475K |
| Tandem Capital Management Corp. | 0.24% | No change | 9,170 | $464K |
| Hilton Capital Management, LLC | 0.04% | Add +79.0% | 9,065 | $459K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Add +0.6% | 8,952 | $453K |
| Wealth Management Associates, Inc. | 0.19% | Add +0.0% | 8,705 | $441K |
| 180 Wealth Advisors, LLC | 0.07% | Reduce -6.0% | 8,360 | $423K |
| GTS Securities LLC | 0.01% | New | 8,334 | $422K |
| Verdence Capital Advisors LLC | 0.03% | Add +1.2% | 8,147 | $413K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +1.3% | 7,812 | $396K |
| Mission Wealth Management, LP | 0.01% | Add +0.4% | 7,795 | $395K |
| Lanark Financial, Inc. | 0.03% | Reduce -5.5% | 7,728 | $391K |
| Zega Financial, LLC | 0.12% | Add +70.3% | 7,507 | $380K |
| Advisor OS, LLC | 0.04% | No change | 7,504 | $380K |
| Financial Partners Group, Inc | 0.06% | New | 7,495 | $380K |
| Crescent Grove Advisors, LLC | 0.04% | Reduce -16.2% | 7,367 | $373K |
| DHK Financial Advisors, Inc. | 0.22% | No change | 7,000 | $355K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -2.9% | 6,677 | $338K |
| Betterment LLC | 0.00% | Reduce -2.9% | 6,612 | $335K |
| Tranquility Partners, LLC | 0.12% | Reduce -4.4% | 6,590 | $334K |
| Synovus Financial Corp. | 0.00% | New | 6,546 | $332K |
| Jaffetilchin Investment Partners, LLC | 0.02% | New | 6,445 | $326K |
| Smithfield Trust Co | 0.02% | No change | 6,300 | $319K |
| Regal Investment Advisors LLC | 0.02% | New | 6,263 | $317K |
| DAVENPORT & Co LLC | 0.00% | Add +10.3% | 6,214 | $315K |
| Citizens Financial Group Inc. | 0.01% | No change | 6,189 | $313K |
| Moneco Advisors, LLC | 0.04% | New | 6,170 | $313K |
| Comerica Bank | 0.00% | Add +88.9% | 6,031 | $305K |
| New England Private Wealth Advisors LLC | 0.05% | Add +0.5% | 5,922 | $300K |
| David J Yvars Group | 0.18% | No change | 5,915 | $298K |
| Centurion Wealth Management LLC | 0.09% | — | 5,843 | $296K |
| Aspect Partners, LLC | 0.17% | No change | 5,840 | $296K |
| Atlas Brown,Inc. | 0.10% | Add +0.1% | 5,785 | $293K |
| Strengthening Families & Communities, LLC | 0.07% | Add +0.4% | 5,773 | $292K |
| Shared Vision Wealth Group LLC | 0.15% | No change | 5,700 | $289K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +12.5% | 5,597 | $283K |
| Larson Financial Group LLC | 0.02% | Add +30.4% | 5,560 | $282K |
| Waverly Advisors, LLC | 0.01% | New | 5,426 | $275K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | No change | 5,421 | $275K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +5.1% | 5,370 | $272K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1.4% | 5,228 | $265K |
| Southern Capital Advisors, LLC | 0.14% | No change | 5,000 | $253K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -7.6% | 4,883 | $247K |
| Thrivent Financial for Lutherans | 0.00% | New | 4,832 | $245K |
| Pathstone Holdings, LLC | 0.00% | Reduce -2.0% | 4,792 | $243K |
| FSB Premier Wealth Management, Inc. | 0.10% | Reduce -1.9% | 4,703 | $238K |
| Greenwich Wealth Management LLC | 0.02% | No change | 4,694 | $238K |
| Southland Equity Partners LLC | 0.06% | New | 4,648 | $235K |
| Valley National Advisers Inc. | 0.04% | Add +58.6% | 4,633 | $233K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -1.4% | 4,517 | $229K |
| Flputnam Investment Management Co. | 0.00% | Reduce -58.9% | 4,511 | $228K |
| First Foundation Advisors | 0.01% | No change | 4,500 | $228K |
| Compass Ion Advisors, LLC | 0.03% | New | 4,440 | $225K |
| Keel Point, LLC | 0.02% | New | 4,439 | $225K |
| MJP Associates Inc. | 0.04% | No change | 4,407 | $223K |
| Lifeworks Advisors, LLC | 0.04% | New | 4,236 | $215K |
| Strategic Family Wealth Counselors, L.L.C. | 0.07% | New | 4,149 | $210K |
| Ellis Investment Partners, LLC | 0.04% | New | 4,130 | $209K |
| Arax Advisory Partners | 0.02% | Add +5.8% | 4,120 | $209K |
| Baker Avenue Asset Management, LP | 0.01% | New | 4,043 | $205K |
| Anchor Investment Management, LLC | 0.02% | Reduce -2.4% | 3,810 | $193K |
| Bank of Montreal | 0.00% | Reduce -8.6% | 3,700 | $186K |
| US Bancorp \de | 0.00% | Reduce -2.3% | 3,497 | $177K |
| Householder Group Estate & Retirement Specialist, LLC | 0.05% | No change | 3,385 | $171K |
| Ancora Advisors LLC | 0.00% | New | 2,675 | $135K |
| UBS Group AG | 0.00% | Add +19.1% | 2,500 | $127K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +0.2% | 2,346 | $119K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 2,259 | $114K |
| Spire Wealth Management | 0.00% | Add +151.1% | 1,660 | $84K |
| Glass Jacobson Investment Advisors llc | 0.02% | New | 1,473 | $75K |
| Flaharty Asset Management, LLC | 0.01% | New | 1,171 | $59K |
| Capital Analysts, LLC | 0.00% | Add +867.4% | 861 | $44K |
| Clearstead Advisors, LLC | 0.00% | No change | 827 | $42K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +238.0% | 818 | $41K |
| Citigroup Inc. | 0.00% | No change | 800 | $41K |
| Geneos Wealth Management Inc. | 0.00% | No change | 637 | $32K |
| Signaturefd, LLC | 0.00% | Add +0.2% | 616 | $31K |
| Syntrinsic LLC | 0.01% | No change | 560 | $28K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 511 | $26K |
| JNBA Financial Advisors | 0.00% | Add +18.1% | 502 | $25K |
| Darwin Wealth Management, LLC | 0.01% | New | 501 | $25K |
| Quadrant Capital Group LLC | 0.00% | Reduce -50.0% | 500 | $25K |
| Chilton Capital Management LLC | 0.00% | No change | 409 | $21K |
| Sandy Spring Bank | 0.00% | Add +0.3% | 298 | $15K |
| Providence Capital Advisors, LLC | 0.00% | No change | 297 | $15K |
| Venturi Wealth Management, LLC | 0.00% | Add +0.7% | 289 | $15K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 249 | $12K |
| HighMark Wealth Management LLC | 0.01% | Add +1.0% | 203 | $10K |
| Key Financial Inc | 0.00% | No change | 135 | $7K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 135 | $7K |
| Oakworth Capital, Inc. | 0.00% | Reduce -12.1% | 131 | $7K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -47.4% | 111 | $6K |
| Tortoise Investment Management, LLC | 0.00% | No change | 100 | $5K |
| Bogart Wealth, LLC | 0.00% | New | 100 | $5K |
| Coston, McIsaac & Partners | 0.00% | New | 81 | $4K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Add +257.1% | 50 | $3K |
| Lindbrook Capital, LLC | 0.00% | No change | 50 | $3K |
| Sound Income Strategies, LLC | 0.00% | No change | 47 | $2K |
| Abound Wealth Management | 0.00% | New | 31 | $2K |
| Horizon Financial Services, LLC | 0.00% | Add +4.5% | 23 | $1K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 12 | $608 |
"% of holder's portfolio" is FDVV's weight in each manager's 13F, not the share of Fidelity High Dividend ETF the manager owns.