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 |
| Level Four Advisory Services, LLC | 0.08% | Add +9.2% | 39,148 | $2.0M |
| Biondo Investment Advisors, LLC | 0.26% | Add +0.9% | 37,105 | $1.9M |
| Global Retirement Partners, LLC | 0.05% | Add +146.6% | 35,309 | $1.8M |
| OneAscent Financial Services LLC | 0.15% | New | 34,948 | $1.7M |
| Thrivent Financial for Lutherans | 0.00% | Add +613.7% | 34,486 | $1.7M |
| Optivise Advisory Services LLC | 0.92% | New | 34,137 | $1.7M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +126.6% | 33,847 | $1.7M |
| Mutual Advisors, LLC | 0.05% | Add +195.6% | 33,175 | $1.7M |
| Janney Montgomery Scott LLC | 0.00% | Add +4.5% | 33,467 | $1.7M |
| Kingsview Wealth Management, LLC | 0.03% | Add +20.9% | 32,967 | $1.6M |
| Certified Advisory Corp | 0.18% | Add +17.4% | 32,408 | $1.6M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -13.7% | 32,067 | $1.6M |
| Calton & Associates, Inc. | 0.70% | Reduce -24.3% | 31,853 | $1.6M |
| Godshalk Welsh Capital Management, Inc. | 0.99% | Add +6.2% | 30,625 | $1.5M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -10.5% | 29,170 | $1.5M |
| BG Investment Services, LLC | 1.46% | — | 29,062 | $1.5M |
| Gladstone Institutional Advisory LLC | 0.07% | Reduce -33.8% | 28,503 | $1.4M |
| Beam Wealth Advisors, Inc. | 0.44% | Reduce -3.0% | 27,909 | $1.4M |
| Ballew Advisors, Inc | 0.88% | Add +1.0% | 27,908 | $1.4M |
| Lido Advisors, LLC | 0.01% | Reduce -3.4% | 25,290 | $1.3M |
| Capital Advisory Group Advisory Services, LLC | 0.45% | Add +154.8% | 25,154 | $1.3M |
| Octavia Wealth Advisors, LLC | 0.15% | Add +2.3% | 24,500 | $1.2M |
| International Assets Investment Management, LLC | 0.10% | New | 24,470 | $1.2M |
| Ameritas Advisory Services, LLC | 0.04% | Add +46.5% | 23,222 | $1.2M |
| Sigma Planning Corp | 0.04% | Reduce -1.6% | 23,126 | $1.2M |
| CPC Advisors, LLC | 0.16% | Reduce -5.5% | 22,818 | $1.1M |
| Private Wealth Partners, LLC | 0.09% | No change | 22,800 | $1.1M |
| CoreCap Advisors, LLC | 0.05% | Add +96.1% | 22,757 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Add +37.6% | 22,698 | $1.1M |
| Perigon Wealth Management, LLC | 0.03% | Reduce -1.2% | 22,323 | $1.1M |
| Code Waechter LLC | 0.96% | No change | 21,958 | $1.1M |
| Soltis Investment Advisors LLC | 0.10% | Add +0.2% | 21,103 | $1.1M |
| Schmidt P J Investment Management Inc. | 0.17% | Add +3.1% | 20,134 | $1.0M |
| SageOak Financial, LLC | 0.91% | — | 19,860 | $992K |
| Clare Market Investments LLC | 0.23% | Add +8.9% | 19,600 | $979K |
| Integrated Advisors Network LLC | 0.05% | Add +6.9% | 19,169 | $957K |
| PFG Advisors | 0.06% | Add +49.0% | 18,828 | $940K |
| Westside Investment Management, Inc. | 0.20% | Add +30.2% | 18,563 | $927K |
| Nicolet Advisory Services, LLC | 0.08% | Add +20.4% | 18,070 | $892K |
| Melfa Wealth Management, Inc. | 0.58% | Add +1.5% | 17,460 | $872K |
| Savvy Advisors, Inc. | 0.10% | Add +34.1% | 17,421 | $870K |
| Waverly Advisors, LLC | 0.01% | Add +220.3% | 17,378 | $868K |
| LVZ, Inc. | 0.11% | Add +0.3% | 16,900 | $844K |
| Sunbelt Securities, Inc. | 0.07% | Reduce -0.1% | 16,933 | $844K |
| Powers Advisory Group, LLC | 0.42% | Add +6.5% | 16,807 | $839K |
| Mayfair Advisory Group, LLC | 0.49% | No change | 16,741 | $836K |
| Onyx Financial Advisors, LLC | 0.45% | No change | 16,496 | $824K |
| Core Wealth Advisors, Inc. | 0.27% | Add +10.4% | 16,181 | $808K |
| BXM Wealth LLC | 1.12% | — | 16,000 | $799K |
| &partners | 0.01% | New | 15,667 | $791K |
| KFG Wealth Management, LLC | 0.15% | Add +26.8% | 15,744 | $786K |
| Centaurus Financial, Inc. | 0.05% | Add +0.1% | 15,365 | $767K |
| Avaii Wealth Management, LLC | 0.37% | Add +8.1% | 15,152 | $757K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +94.0% | 15,151 | $757K |
| High Net Worth Advisory Group LLC | 0.21% | No change | 15,129 | $756K |
| Sowell Financial Services LLC | 0.04% | Reduce -1.0% | 14,988 | $748K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +1.3% | 14,889 | $744K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +32.9% | 14,748 | $736K |
| Community Trust & Investment Co. | 0.04% | Add +2.4% | 14,552 | $727K |
| LaSalle St. Investment Advisors, LLC | 0.22% | Add +19.5% | 14,435 | $720K |
| TruWealth Advisors, LLC | 0.04% | Add +16.0% | 14,099 | $704K |
| Advisors Preferred, LLC | 0.11% | New | 13,846 | $692K |
| Glassman Wealth Services | 0.12% | Reduce -15.1% | 13,850 | $692K |
| Synovus Financial Corp. | 0.01% | Add +109.6% | 13,719 | $685K |
| Element Wealth, LLC | 0.35% | Add +15.8% | 13,555 | $677K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -13.4% | 13,451 | $672K |
| Accurate Wealth Management, LLC | 0.13% | Add +0.7% | 13,479 | $665K |
| LongView Wealth Management | 0.20% | Add +0.4% | 13,230 | $661K |
| Independent Financial Group, LLC | 0.02% | Add +20.2% | 12,805 | $639K |
| PFG Investments, LLC | 0.04% | New | 12,374 | $618K |
| FSC Wealth Advisors, LLC | 0.40% | Add +3.5% | 12,359 | $617K |
| IFG Advisory, LLC | 0.03% | Reduce -0.3% | 11,877 | $593K |
| Flputnam Investment Management Co. | 0.01% | Add +139.6% | 10,807 | $540K |
| Precedent Wealth Partners, LLC | 0.17% | Add +9.2% | 10,663 | $533K |
| Widmann Financial Services, Inc. | 0.41% | Add +3.0% | 10,580 | $528K |
| WealthCare Investment Partners, LLC | 0.22% | Add +0.1% | 10,240 | $512K |
| Brown, Lisle/Cummings, Inc. | 0.15% | Add +5.2% | 10,150 | $507K |
| Investor's Fiduciary Advisor Network, LLC | 0.19% | — | 10,069 | $502K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -26.6% | 10,029 | $501K |
| Absolute Capital Management, LLC | 0.28% | No change | 10,000 | $499K |
| FSA Advisors, Inc. | 0.58% | No change | 9,384 | $475K |
| Tandem Capital Management Corp. | 0.25% | Add +3.3% | 9,470 | $473K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Add +2.9% | 9,213 | $460K |
| Brown Miller Wealth Management, LLC | 0.17% | Reduce -3.2% | 9,100 | $454K |
| Arax Advisory Partners | 0.03% | Add +113.7% | 8,806 | $440K |
| Betterment LLC | 0.00% | Add +31.6% | 8,703 | $435K |
| Wealth Management Associates, Inc. | 0.19% | Add +0.0% | 8,707 | $435K |
| Greater Midwest Financial Group, LLC | 0.27% | Reduce -96.9% | 8,636 | $431K |
| NFSG Corp | 0.11% | New | 8,565 | $428K |
| Moneco Advisors, LLC | 0.04% | Add +38.4% | 8,536 | $426K |
| 180 Wealth Advisors, LLC | 0.07% | Reduce -0.1% | 8,355 | $417K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +907.7% | 8,243 | $412K |
| Verdence Capital Advisors LLC | 0.03% | Reduce -1.1% | 8,053 | $402K |
| PBMares Wealth Management LLC | 0.08% | New | 8,000 | $400K |
| Goldstone Financial Group, LLC | 0.06% | New | 7,668 | $383K |
| Advisor OS, LLC | 0.04% | No change | 7,504 | $375K |
| Crescent Grove Advisors, LLC | 0.04% | No change | 7,367 | $368K |
| DHK Financial Advisors, Inc. | 0.21% | Add +1.0% | 7,067 | $353K |
| Moors & Cabot, Inc. | 0.02% | New | 7,022 | $351K |
| DAVENPORT & Co LLC | 0.00% | Add +12.5% | 6,992 | $349K |
| Keel Point, LLC | 0.03% | Add +56.0% | 6,925 | $346K |
| Tranquility Partners, LLC | 0.12% | No change | 6,590 | $329K |
| Financial Partners Group, Inc | 0.05% | Reduce -12.8% | 6,535 | $326K |
| Mission Wealth Management, LP | 0.01% | Reduce -16.6% | 6,499 | $325K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +14.3% | 6,400 | $320K |
| Smithfield Trust Co | 0.02% | No change | 6,300 | $315K |
| New England Private Wealth Advisors LLC | 0.05% | Add +6.2% | 6,291 | $314K |
| Regal Investment Advisors LLC | 0.02% | No change | 6,263 | $313K |
| Focus Partners Wealth | 0.00% | New | 6,230 | $311K |
| Citizens Financial Group Inc. | 0.01% | No change | 6,189 | $309K |
| Citadel Advisors | 0.00% | New | 6,189 | $309K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Reduce -5.6% | 6,086 | $304K |
| Brooklyn Investment Group | 0.09% | New | 6,064 | $303K |
| MWA Asset Management | 0.20% | Reduce -37.2% | 5,923 | $296K |
| Smith, Moore & Co. | 0.03% | New | 5,910 | $295K |
| Larson Financial Group LLC | 0.02% | Add +6.3% | 5,908 | $295K |
| Atlas Brown,Inc. | 0.10% | Add +1.9% | 5,898 | $295K |
| Centurion Wealth Management LLC | 0.09% | Add +0.6% | 5,880 | $294K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +9.3% | 5,872 | $293K |
| Aspect Partners, LLC | 0.17% | No change | 5,840 | $292K |
| Shared Vision Wealth Group LLC | 0.15% | No change | 5,700 | $285K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -14.8% | 5,692 | $284K |
| Brass Tax Wealth Management, Inc. | 0.06% | New | 5,650 | $282K |
| Lakeshore Capital Group, Inc. | 0.42% | — | 5,558 | $278K |
| Valley National Advisers Inc. | 0.05% | Add +18.1% | 5,470 | $271K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | No change | 5,421 | $271K |
| GTS Securities LLC | 0.01% | Reduce -35.5% | 5,376 | $268K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1.2% | 5,290 | $264K |
| Ellis Investment Partners, LLC | 0.05% | Add +27.9% | 5,281 | $264K |
| Ameriflex Group, Inc. | 0.12% | — | 5,205 | $263K |
| Sage Investment Counsel LLC | 0.33% | — | 5,112 | $255K |
| Southern Capital Advisors, LLC | 0.14% | No change | 5,000 | $250K |
| Hubbell Strickland Wealth Management, LLC | 0.12% | New | 4,968 | $248K |
| Novem Group | 0.04% | — | 4,847 | $242K |
| Greykasell Wealth Strategies, Inc. | 0.13% | — | 4,835 | $241K |
| Pathstone Holdings, LLC | 0.00% | Add +0.2% | 4,802 | $240K |
| US Bancorp \de | 0.00% | Add +36.9% | 4,787 | $239K |
| Foundations Investment Advisors, LLC | 0.00% | New | 4,766 | $238K |
| Greenwich Wealth Management LLC | 0.02% | No change | 4,694 | $234K |
| FSB Premier Wealth Management, Inc. | 0.09% | Reduce -1.3% | 4,644 | $232K |
| Southland Equity Partners LLC | 0.05% | Reduce -0.2% | 4,637 | $232K |
| Iams Wealth Management, LLC | 0.11% | New | 4,610 | $230K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -5.8% | 4,598 | $230K |
| CreativeOne Wealth, LLC | 0.01% | Add +1.0% | 4,561 | $228K |
| ZEGA Investments, LLC | 0.07% | — | 4,407 | $227K |
| Baker Avenue Asset Management, LP | 0.01% | Add +12.0% | 4,528 | $226K |
| First Foundation Advisors | 0.01% | No change | 4,500 | $225K |
| City Center Advisors, LLC | 0.25% | New | 4,473 | $223K |
| Fulcrum Equity Management | 0.22% | New | 4,473 | $223K |
| PKS Advisory Services, LLC | 0.06% | — | 4,408 | $220K |
| MJP Associates Inc. | 0.04% | No change | 4,407 | $220K |
| Lifeworks Advisors, LLC | 0.04% | Add +0.3% | 4,249 | $212K |
| Level Wealth Management LLC | 0.15% | — | 4,230 | $211K |
| Bank of Montreal | 0.00% | Add +13.9% | 4,214 | $210K |
| TFB Advisors LLC | 0.06% | New | 4,199 | $210K |
| Strategic Family Wealth Counselors, L.L.C. | 0.07% | Add +0.9% | 4,188 | $209K |
| Daymark Wealth Partners, LLC | 0.01% | New | 4,131 | $206K |
| Compass Ion Advisors, LLC | 0.02% | Reduce -7.8% | 4,093 | $204K |
| Anchor Investment Management, LLC | 0.02% | Add +0.5% | 3,828 | $191K |
| Comerica Bank | 0.00% | Reduce -39.4% | 3,654 | $182K |
| Financial Perspectives, Inc | 0.06% | New | 3,363 | $168K |
| Capital Analysts, LLC | 0.01% | Add +253.4% | 3,043 | $151K |
| Richards, Merrill & Peterson, Inc. | 0.07% | — | 2,725 | $136K |
| Ancora Advisors LLC | 0.00% | No change | 2,675 | $134K |
| UBS Group AG | 0.00% | Add +6.5% | 2,663 | $133K |
| Avion Wealth | 0.03% | New | 2,580 | $128K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +0.2% | 2,351 | $117K |
| Quest 10 Wealth Builders, Inc. | 0.10% | — | 2,000 | $100K |
| Glen Eagle Advisors, LLC | 0.02% | New | 2,000 | $100K |
| Archer Investment Corp | 0.03% | New | 1,963 | $98K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -21.5% | 1,773 | $89K |
| Cwm, LLC | 0.00% | New | 1,704 | $85K |
| Spire Wealth Management | 0.00% | Reduce -5.9% | 1,562 | $78K |
| Glass Jacobson Investment Advisors llc | 0.03% | Add +3.9% | 1,530 | $76K |
| Roxbury Financial LLC | 0.06% | — | 1,184 | $62K |
| Clearstead Advisors, LLC | 0.00% | No change | 827 | $41K |
| Citigroup Inc. | 0.00% | No change | 800 | $40K |
| Signaturefd, LLC | 0.00% | Add +0.2% | 617 | $31K |
| Tidemark, LLC | 0.01% | New | 583 | $29K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 511 | $26K |
| JNBA Financial Advisors | 0.00% | Add +1.0% | 507 | $25K |
| Darwin Wealth Management, LLC | 0.01% | Add +0.8% | 505 | $25K |
| Quadrant Capital Group LLC | 0.00% | No change | 500 | $25K |
| Chilton Capital Management LLC | 0.00% | No change | 409 | $20K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 388 | $19K |
| Sandy Spring Bank | 0.00% | Add +2.4% | 305 | $15K |
| Venturi Wealth Management, LLC | 0.00% | Add +1.0% | 292 | $15K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 249 | $13K |
| HighMark Wealth Management LLC | 0.01% | Add +0.5% | 204 | $10K |
| Bogart Wealth, LLC | 0.00% | Add +101.0% | 201 | $10K |
| TD Capital Management LLC | 0.00% | New | 172 | $9K |
| Capital A Wealth Management, LLC | 0.01% | — | 170 | $8K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 152 | $8K |
| Key Financial Inc | 0.00% | No change | 135 | $7K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 135 | $7K |
| Oakworth Capital, Inc. | 0.00% | No change | 131 | $7K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 111 | $6K |
| Nova Wealth Management, Inc. | 0.00% | — | 100 | $5K |
| Tortoise Investment Management, LLC | 0.00% | No change | 100 | $5K |
| Fifth Third Bancorp | 0.00% | New | 100 | $5K |
| Coston, McIsaac & Partners | 0.00% | No change | 81 | $4K |
| Central Pacific Bank - Trust Division | 0.00% | New | 58 | $3K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 50 | $2K |
| Lindbrook Capital, LLC | 0.00% | No change | 50 | $2K |
| Sound Income Strategies, LLC | 0.00% | Add +2.1% | 48 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 12 | $599 |
| Lanark Financial, Inc. | 0.03% | — | 7 | $373 |
| Innovative Advisory Group, LLC | 0.00% | — | 6 | $300 |
"% of holder's portfolio" is FDVV's weight in each manager's 13F, not the share of Fidelity High Dividend ETF the manager owns.