Fidelity High Dividend ETFFDVVETF
13F holders, Q2 2025 (June 30)369holders +22
54new positions
26sold out
3famous investors
$52.03avg. 13F price*
At the end of Q2 2025, 369 institutions reported holding Fidelity High Dividend ETF (FDVV) in their 13F filings, up 22 from Q1 2025. 54 opened new positions and 26 sold out. The largest holders were Commonwealth Equity Services, LLC ($174.2M), LPL Financial LLC ($143.5M) and Morgan Stanley ($114.2M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Fidelity High Dividend ETF
- CUSIP
- 316092840
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $74.2M |
| Exits | 26 | $16.7M |
All 13F filers, Q1 2025 → Q2 2025: 6,728,972 shares bought and 1,726,736 shares sold, net +5,002,236 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 369 holders
| Commonwealth Equity Services, LLC | 0.23% | Reduce -2.6% | 3,348,866 | $174.2M |
| LPL Financial LLC | 0.05% | Add +25.3% | 2,758,206 | $143.5M |
| Morgan Stanley | 0.01% | Reduce -0.3% | 2,196,224 | $114.2M |
| Retirement Planning Group, LLC | 4.42% | Add +9.3% | 1,997,711 | $103.9M |
| Bank of America Corp. | 0.01% | Add +10.9% | 1,654,774 | $86.1M |
| Envestnet Asset Management Inc. | 0.03% | Add +21.1% | 1,648,459 | $85.8M |
| Osaic Holdings, Inc. | 0.10% | Reduce -2.8% | 1,127,657 | $58.7M |
| Wells Fargo & Company | 0.01% | Add +9.2% | 1,101,910 | $57.3M |
| Raymond James Financial Inc. | 0.02% | Add +13.0% | 1,021,750 | $53.2M |
| Cetera Investment Advisers | 0.09% | Add +20.2% | 972,004 | $50.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.8% | 935,539 | $48.7M |
| Childress Capital Advisors, LLC | 10.82% | Reduce -3.2% | 826,517 | $43.0M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +11.6% | 795,510 | $41.4M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Add +9.9% | 732,456 | $38.1M |
| McIlrath & Eck, LLC | 4.21% | Add +4.3% | 709,671 | $36.9M |
| Susquehanna International Group, LLP | 0.05% | Add +6.3% | 627,963 | $32.7M |
| Sagespring Wealth Partners, LLC | 0.66% | Add +9.0% | 585,625 | $30.5M |
| Dynasty Wealth Management, LLC | 0.50% | Reduce -5.0% | 561,496 | $29.2M |
| Kestra Advisory Services, LLC | 0.14% | Add +50.9% | 560,055 | $29.1M |
| Allworth Financial LP | 0.14% | Add +4.8% | 547,991 | $28.5M |
| MML Investors Services, LLC | 0.08% | Add +42.7% | 526,520 | $27.4M |
| Jane Street Group, LLC | 0.04% | Add +301.9% | 524,699 | $27.3M |
| Arkadios Wealth Advisors | 0.78% | Add +369.2% | 500,499 | $26.0M |
| Avantax Advisory Services, Inc. | 0.13% | Add +5.7% | 457,765 | $23.8M |
| Victory Financial Group, LLC | 3.72% | Add +10.4% | 450,340 | $23.4M |
| Integrated Wealth Concepts LLC | 0.21% | Add +2.4% | 393,153 | $20.5M |
| Regimen Wealth, LLC | 5.96% | New | 369,090 | $19.2M |
| AssuredPartners Investment Advisors, LLC | 4.58% | Reduce -7.8% | 359,916 | $18.7M |
| Landing Point Financial Group, LLC | 11.43% | Add +2.1% | 348,657 | $18.1M |
| Lakeridge Wealth Management LLC | 8.03% | Add +5.7% | 335,907 | $17.5M |
| Milestone Investment Advisors LLC | 4.33% | Add +3.0% | 319,085 | $16.6M |
| Kestra Investment Management, LLC | 0.50% | Reduce -46.5% | 314,688 | $16.4M |
| Prime Capital Investment Advisors, LLC | 0.21% | Reduce -29.5% | 300,474 | $15.6M |
| Systelligence, LLC | 2.86% | Add +10.2% | 297,706 | $15.5M |
| Calton & Associates, Inc. | 2.39% | Add +66.8% | 265,918 | $13.8M |
| Mariner, LLC | 0.02% | Add +34.7% | 263,488 | $13.7M |
| Stratos Investment Management, LLC | 0.57% | New | 240,012 | $12.5M |
| Prentice Wealth Management LLC | 3.26% | Add +8.1% | 238,266 | $12.4M |
| Atria Wealth Solutions, Inc. | 0.27% | Add +309.8% | 226,140 | $11.8M |
| World Investment Advisors | 0.26% | Add +2.6% | 222,614 | $11.6M |
| Captrust Financial Advisors | 0.02% | Add +0.5% | 211,520 | $11.0M |
| Fifth Third Securities, Inc. | 0.82% | Add +34.7% | 210,364 | $10.9M |
| Citadel Advisors | 0.01% | Add +687.2% | 203,806 | $10.6M |
| Flagship Wealth Advisors, LLC | 3.70% | Add +32.9% | 188,529 | $9.8M |
| Stifel Financial Corp. | 0.01% | Reduce -23.9% | 187,583 | $9.8M |
| Equitable Holdings, Inc. | 0.08% | Add +105.4% | 180,591 | $9.4M |
| Independence Financial Advisors, LLC | 3.53% | Add +6.6% | 174,552 | $9.1M |
| Sanctuary Advisors, LLC | 0.06% | Add +25.6% | 173,594 | $9.0M |
| Lido Advisors, LLC | 0.05% | Add +648.1% | 169,806 | $8.8M |
| IFP Advisors, Inc | 0.24% | Add +6.6% | 161,837 | $8.4M |
| Advisory Services Network, LLC | 0.14% | Add +15.3% | 157,024 | $8.4M |
| Truist Financial Corp. | 0.01% | Reduce -3.5% | 160,732 | $8.4M |
| Royal Bank of Canada | 0.00% | Add +44.8% | 156,873 | $8.2M |
| Dentgroup LLC | 5.43% | Reduce -0.4% | 150,578 | $7.8M |
| Rockefeller Capital Management L.P. | 0.02% | Add +1.4% | 143,911 | $7.5M |
| Fsa Wealth Partners, Inc. | 3.54% | Add +93.3% | 141,107 | $7.3M |
| Sculati Wealth Management, LLC | 2.66% | Add +1877.9% | 136,002 | $7.1M |
| Thoroughbred Financial Services, LLC | 0.49% | Add +23.4% | 135,172 | $7.0M |
| Stephens Inc. | 0.09% | Add +6.7% | 128,716 | $6.7M |
| FMR LLC | 0.00% | Add +13.1% | 128,437 | $6.7M |
| Wayfinding Financial, LLC | 2.92% | Reduce -1.3% | 121,808 | $6.5M |
| D.A. Davidson & Co. | 0.05% | Add +13.0% | 124,675 | $6.5M |
| Carbahal Olsen Financial Services Group, LLC | 5.49% | Add +1.4% | 123,754 | $6.4M |
| RFG Advisory, LLC | 0.15% | Reduce -7.1% | 121,678 | $6.3M |
| Marmo Financial Group, LLC | 3.04% | Add +3.4% | 117,146 | $6.1M |
| McGlone Suttner Wealth Management, Inc. | 0.90% | Add +1.8% | 114,388 | $6.0M |
| Lineweaver Wealth Advisors, LLC | 0.94% | Reduce -0.6% | 114,122 | $5.9M |
| AdvisorNet Financial, Inc | 0.38% | Add +3.0% | 113,906 | $5.9M |
| NewEdge Advisors, LLC | 0.03% | Add +49.8% | 112,833 | $5.9M |
| Flagship Harbor Advisors, LLC | 0.28% | Add +554.3% | 111,966 | $5.8M |
| GPS Wealth Strategies Group, LLC | 0.67% | Add +41.7% | 111,442 | $5.8M |
| Citizens Financial Group Inc. | 0.09% | Add +2042.1% | 111,005 | $5.8M |
| Private Advisor Group, LLC | 0.03% | Add +11.5% | 107,659 | $5.6M |
| Performance Wealth Partners, LLC | 0.18% | New | 107,637 | $5.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -3.0% | 103,727 | $5.5M |
| Thrivent Financial for Lutherans | 0.01% | Add +18.5% | 96,229 | $5.0M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +23.1% | 88,783 | $4.6M |
| Oppenheimer & Co. Inc. | 0.06% | Add +9.3% | 88,142 | $4.6M |
| Valued Retirements, Inc. | 5.14% | Add +7.3% | 87,500 | $4.6M |
| Investmark Advisory Group LLC | 2.12% | Add +2.6% | 87,090 | $4.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.50% | Add +2.0% | 84,525 | $4.4M |
| WCG Wealth Advisors LLC | 0.28% | Reduce -4.3% | 84,247 | $4.4M |
| HighTower Advisors, LLC | 0.01% | Add +104.3% | 83,540 | $4.3M |
| Kestra Private Wealth Services, LLC | 0.06% | Reduce -8.7% | 82,628 | $4.3M |
| Marshall & Sterling Wealth Advisors Inc. | 2.91% | Reduce -3.2% | 82,600 | $4.3M |
| Principle Wealth Partners LLC | 0.26% | Reduce -0.4% | 81,360 | $4.2M |
| Essex Financial Services, Inc. | 0.27% | Add +5.5% | 80,332 | $4.2M |
| Baird Financial Group, Inc. | 0.01% | New | 78,826 | $4.1M |
| Strategic Blueprint, LLC | 0.20% | Add +981.2% | 77,812 | $4.0M |
| Global Retirement Partners, LLC | 0.10% | — | 75,273 | $3.9M |
| Kovack Advisors, Inc. | 0.38% | Reduce -63.8% | 73,754 | $3.8M |
| Principal Securities, Inc. | 0.07% | Add +44.6% | 73,195 | $3.8M |
| Foresight Capital Management Advisors, Inc. | 2.21% | Add +3.4% | 72,825 | $3.8M |
| Integrated Advisors Network LLC | 0.17% | Add +24.0% | 71,358 | $3.7M |
| Valmark Advisers, Inc. | 0.05% | Add +4.0% | 70,722 | $3.7M |
| Centerline Wealth Advisors, LLC | 1.71% | New | 66,914 | $3.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +34.2% | 66,852 | $3.5M |
| KWB Wealth | 0.42% | New | 69,956 | $3.5M |
| Axis Wealth Partners, LLC | 2.28% | Add +7.4% | 66,590 | $3.5M |
| Investment Advisory Services Inc. /TX | 1.07% | New | 61,911 | $3.2M |
"% of holder's portfolio" is FDVV's weight in each manager's 13F, not the share of Fidelity High Dividend ETF the manager owns.