Fidelity High Dividend ETFFDVVETF
13F holders, Q4 2024 (December 31)308holders +44
38new positions
17sold out
1famous investor
$49.98avg. 13F price*
At the end of Q4 2024, 308 institutions reported holding Fidelity High Dividend ETF (FDVV) in their 13F filings, up 44 from Q3 2024. 38 opened new positions and 17 sold out. The largest holders were Commonwealth Equity Services, LLC ($155.5M), Morgan Stanley ($98.7M) and LPL Financial LLC ($91.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fidelity High Dividend ETF
- CUSIP
- 316092840
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $67.0M |
| Exits | 17 | $25.9M |
All 13F filers, Q3 2024 → Q4 2024: 5,938,598 shares bought and 1,035,759 shares sold, net +4,902,839 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 308 holders
| Commonwealth Equity Services, LLC | 0.23% | Add +12.5% | 3,114,014 | $155.5M |
| Morgan Stanley | 0.01% | Add +25.7% | 1,975,834 | $98.7M |
| LPL Financial LLC | 0.04% | Add +96.5% | 1,838,464 | $91.8M |
| Bank of America Corp. | 0.01% | Add +18.6% | 1,240,933 | $62.0M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -9.8% | 1,128,926 | $56.4M |
| Wells Fargo & Company | 0.01% | Add +28.4% | 900,523 | $45.0M |
| Independent Advisor Alliance | 0.58% | New | 884,143 | $44.2M |
| Childress Capital Advisors, LLC | 10.63% | Add +0.4% | 762,686 | $38.1M |
| Osaic Holdings, Inc. | 0.08% | Add +8.2% | 734,030 | $36.7M |
| Cetera Investment Advisers | 0.07% | Add +1.9% | 629,435 | $31.4M |
| McIlrath & Eck, LLC | 3.92% | Add +6.3% | 615,628 | $30.7M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +57.2% | 595,039 | $29.7M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +31.6% | 593,128 | $29.6M |
| Raymond James Financial Inc. | 0.01% | — | 556,318 | $27.8M |
| Allworth Financial LP | 0.14% | Add +8.8% | 510,021 | $26.1M |
| Susquehanna International Group, LLP | 0.03% | Add +85.4% | 463,604 | $23.2M |
| JPMorgan Chase & Co. | 0.00% | Add +59.4% | 392,437 | $19.6M |
| MML Investors Services, LLC | 0.07% | Add +23.7% | 379,337 | $18.9M |
| Jane Street Group, LLC | 0.03% | Add +136.4% | 373,367 | $18.6M |
| AssuredPartners Investment Advisors, LLC | 3.49% | — | 358,991 | $17.9M |
| Integrated Wealth Concepts LLC | 0.21% | Add +9.7% | 357,180 | $17.8M |
| Kestra Advisory Services, LLC | 0.10% | Add +21.8% | 355,392 | $17.7M |
| Landing Point Financial Group, LLC | 13.42% | — | 341,793 | $17.6M |
| Equitable Holdings, Inc. | 0.15% | Add +978.2% | 319,680 | $16.0M |
| Mascoma Wealth Management LLC | 3.90% | Add +2.7% | 310,624 | $15.5M |
| Lakeridge Wealth Management LLC | 7.64% | Add +6.7% | 296,158 | $14.8M |
| Milestone Investment Advisors LLC | 3.97% | Add +14.7% | 292,425 | $14.6M |
| Avantax Advisory Services, Inc. | 0.09% | Add +29.2% | 289,710 | $14.5M |
| Kestra Investment Management, LLC | 0.54% | Add +0.3% | 273,157 | $13.6M |
| Retirement Planning Group, LLC | 0.66% | Add +23.5% | 262,844 | $13.1M |
| Stifel Financial Corp. | 0.01% | Add +39.4% | 243,053 | $12.1M |
| Systelligence, LLC | 2.82% | Reduce -19.1% | 229,205 | $11.4M |
| World Investment Advisors | 0.29% | Add +4.0% | 209,263 | $10.5M |
| Captrust Financial Advisors | 0.03% | Add +1.0% | 208,395 | $10.4M |
| Kovack Advisors, Inc. | 0.99% | Add +0.8% | 202,256 | $10.1M |
| Dentgroup LLC | 6.47% | Add +32.9% | 169,573 | $8.5M |
| Atria Investments, Inc | 0.10% | Add +9.7% | 165,060 | $8.2M |
| IFP Advisors, Inc | 0.25% | Add +18.7% | 153,833 | $7.7M |
| Truist Financial Corp. | 0.01% | Add +24.1% | 139,128 | $6.9M |
| BluePointe Capital Management, LLC | 3.97% | Add +9.6% | 138,759 | $6.9M |
| Advisory Services Network, LLC | 0.13% | Add +49.6% | 137,805 | $6.9M |
| Fifth Third Securities, Inc. | 0.58% | Add +22.1% | 136,633 | $6.8M |
| RFG Advisory, LLC | 0.18% | Reduce -6.6% | 129,129 | $6.4M |
| Sanctuary Advisors, LLC | 0.04% | Add +20.2% | 118,846 | $6.1M |
| Carbahal Olsen Financial Services Group, LLC | 5.58% | — | 121,153 | $6.1M |
| Gallagher Fiduciary Advisors, LLC | 1.18% | Add +5.7% | 121,090 | $6.0M |
| Lineweaver Wealth Advisors, LLC | 1.10% | Reduce -0.7% | 118,903 | $5.9M |
| Madrona Financial Services, LLC | 1.59% | New | 117,018 | $5.8M |
| McGlone Suttner Wealth Management, Inc. | 0.92% | Add +25.0% | 109,789 | $5.5M |
| Victory Financial Group, LLC | 1.43% | — | 109,043 | $5.4M |
| AdvisorNet Financial, Inc | 0.45% | Add +5.5% | 108,263 | $5.4M |
| Arkadios Wealth Advisors | 0.29% | Add +19.3% | 107,532 | $5.4M |
| Marmo Financial Group, LLC | 2.78% | Add +0.5% | 103,226 | $5.2M |
| Royal Bank of Canada | 0.00% | Add +21.3% | 102,134 | $5.1M |
| Stephens Inc. | 0.07% | Add +39.2% | 100,238 | $5.0M |
| Kestra Private Wealth Services, LLC | 0.08% | Add +0.5% | 96,836 | $4.8M |
| Slagle Financial, LLC | 2.10% | Add +9.0% | 93,386 | $4.7M |
| FMR LLC | 0.00% | Add +16.1% | 93,250 | $4.7M |
| WCG Wealth Advisors LLC | 0.29% | Add +3.8% | 88,971 | $4.4M |
| NewEdge Advisors, LLC | 0.03% | Add +19.0% | 87,719 | $4.4M |
| Private Advisor Group, LLC | 0.02% | Add +3.1% | 87,506 | $4.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +14.3% | 87,391 | $4.4M |
| D.A. Davidson & Co. | 0.03% | Add +10.7% | 85,504 | $4.3M |
| Thoroughbred Financial Services, LLC | 0.26% | Add +26.4% | 84,770 | $4.2M |
| Investmark Advisory Group LLC | 2.07% | Add +3.9% | 84,675 | $4.2M |
| Marshall & Sterling Wealth Advisors Inc. | 2.74% | — | 79,255 | $4.0M |
| Sovran Advisors, LLC | 0.56% | — | 79,180 | $3.9M |
| AE Wealth Management LLC | 0.03% | Reduce -0.4% | 78,363 | $3.9M |
| Principle Wealth Partners LLC | 0.27% | Add +3.0% | 76,434 | $3.8M |
| Fsa Wealth Partners, Inc. | 0.87% | Add +1.3% | 74,008 | $3.7M |
| Oppenheimer & Co. Inc. | 0.05% | Add +10.8% | 72,278 | $3.6M |
| Valued Retirements, Inc. | 4.75% | Add +27.0% | 70,590 | $3.5M |
| Foresight Capital Management Advisors, Inc. | 2.04% | Add +0.2% | 69,647 | $3.5M |
| Dana Investment Advisors, Inc. | 0.11% | Add +0.7% | 69,103 | $3.5M |
| Valmark Advisers, Inc. | 0.05% | Reduce -8.7% | 67,729 | $3.4M |
| Essex Financial Services, Inc. | 0.23% | Add +12.4% | 64,655 | $3.2M |
| Axis Wealth Partners, LLC | 2.56% | — | 60,778 | $3.0M |
| Silver Oak Securities, Incorporated | 0.25% | New | 54,279 | $2.7M |
| HBW Advisory Services LLC | 0.26% | Add +7.0% | 50,518 | $2.5M |
| MAI Capital Management | 0.02% | Add +1.4% | 49,404 | $2.5M |
| Principal Securities, Inc. | 0.06% | Add +1.6% | 49,323 | $2.5M |
| Mariner, LLC | 0.00% | Add +33.3% | 48,549 | $2.4M |
| Pathway Financial Advisers, LLC | 0.81% | Reduce -1.8% | 48,284 | $2.4M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +57.9% | 47,777 | $2.4M |
| Wise Wealth Partners | 5.76% | — | 46,751 | $2.3M |
| Fortitude Financial, LLC | 1.29% | — | 46,319 | $2.3M |
| Castleview Partners, LLC | 1.23% | New | 45,581 | $2.3M |
| IHT Wealth Management, LLC | 0.07% | Reduce -0.4% | 45,216 | $2.3M |
| Old Mission Investment Co LLC | 0.67% | Add +12.4% | 45,087 | $2.3M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +72.9% | 42,405 | $2.1M |
| Concourse Financial Group Securities, Inc. | 0.12% | Add +18.2% | 41,042 | $2.1M |
| Concurrent Investment Advisors, LLC | 0.06% | Reduce -0.9% | 41,171 | $2.1M |
| Koshinski Asset Management, Inc. | 0.18% | Add +0.7% | 40,983 | $2.0M |
| Integrity Alliance, Llc. | 0.22% | — | 40,585 | $2.0M |
| Barry Investment Advisors, LLC | 0.65% | Add +2.1% | 40,318 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +9.6% | 40,282 | $2.0M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -4.4% | 39,766 | $2.0M |
| Harbour Investments, Inc. | 0.06% | Add +4.1% | 39,485 | $2.0M |
| Primoris Wealth Advisors, LLC | 1.50% | Add +0.6% | 39,376 | $2.0M |
| Flagship Wealth Advisors, LLC | 1.15% | — | 39,307 | $2.0M |
"% of holder's portfolio" is FDVV's weight in each manager's 13F, not the share of Fidelity High Dividend ETF the manager owns.