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 |
| BG Investment Services, LLC | 3.88% | Add +17.6% | 59,710 | $3.1M |
| Renaissance Technologies | 0.00% | New | 58,600 | $3.0M |
| Koshinski Asset Management, Inc. | 0.22% | Add +36.7% | 56,110 | $2.9M |
| HBW Advisory Services LLC | 0.35% | Add +35.0% | 55,256 | $2.9M |
| Powers Advisory Group, LLC | 1.25% | Add +135.4% | 54,788 | $2.9M |
| Castleview Partners, LLC | 1.81% | Add +107.2% | 54,094 | $2.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +55.8% | 53,594 | $2.8M |
| Silver Oak Securities, Incorporated | 0.23% | Add +3.4% | 53,585 | $2.8M |
| Unique Wealth, LLC | 0.45% | Add +32.0% | 53,344 | $2.8M |
| Dana Investment Advisors, Inc. | 0.09% | Reduce -21.5% | 51,689 | $2.7M |
| Pathway Financial Advisers, LLC | 0.87% | Add +5.5% | 51,568 | $2.7M |
| MAI Capital Management | 0.02% | Add +0.8% | 49,713 | $2.6M |
| Flagstar Securities, Inc. | 0.71% | Add +625.4% | 49,362 | $2.6M |
| Old Mission Investment Co LLC | 0.70% | Add +8.4% | 49,267 | $2.6M |
| Hilltop Holdings Inc. | 0.16% | Reduce -1.1% | 48,107 | $2.5M |
| EP Wealth Advisors, LLC | 0.02% | Add +20.5% | 46,561 | $2.4M |
| Slagle Financial, LLC | 0.97% | Reduce -58.0% | 46,387 | $2.4M |
| Sheets Smith Wealth Management | 0.28% | Add +2.0% | 46,070 | $2.4M |
| Integrity Alliance, Llc. | 0.13% | Add +1.3% | 44,860 | $2.3M |
| AE Wealth Management LLC | 0.02% | Reduce -44.8% | 44,850 | $2.3M |
| Level Four Advisory Services, LLC | 0.08% | Add +10.3% | 44,222 | $2.3M |
| IHT Wealth Management, LLC | 0.06% | Reduce -4.7% | 42,613 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +1.9% | 42,607 | $2.2M |
| Barry Investment Advisors, LLC | 0.54% | Add +1.4% | 41,908 | $2.2M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -6.0% | 41,195 | $2.1M |
| Mascoma Wealth Management LLC | 0.50% | Reduce -18.8% | 41,127 | $2.1M |
| Harbour Investments, Inc. | 0.05% | Add +1.5% | 40,142 | $2.1M |
| Atria Investments, Inc | 0.02% | Reduce -76.1% | 38,303 | $2.0M |
| Sovran Advisors, LLC | 0.21% | Reduce -12.2% | 37,690 | $2.0M |
| Primoris Wealth Advisors, LLC | 1.32% | Reduce -5.5% | 37,208 | $1.9M |
| Biondo Investment Advisors, LLC | 0.26% | Add +3.4% | 37,180 | $1.9M |
| Golden State Wealth Management, LLC | 0.23% | New | 36,846 | $1.9M |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -14.6% | 36,454 | $1.9M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +45.5% | 35,439 | $1.8M |
| Beam Wealth Advisors, Inc. | 0.53% | Add +11.5% | 34,274 | $1.8M |
| Godshalk Welsh Capital Management, Inc. | 1.07% | Add +4.3% | 33,390 | $1.7M |
| Certified Advisory Corp | 0.18% | Reduce -4.2% | 32,678 | $1.7M |
| Mercer Global Advisors Inc. | 0.00% | Add +7.2% | 32,346 | $1.7M |
| Mayfair Advisory Group, LLC | 0.79% | Add +61.8% | 30,977 | $1.7M |
| International Assets Investment Management, LLC | 0.13% | Add +3.4% | 32,136 | $1.7M |
| RFG - Bristol Wealth Advisors, LLC | 0.51% | New | 31,766 | $1.7M |
| Schmidt P J Investment Management Inc. | 0.28% | Add +35.2% | 30,867 | $1.6M |
| Ballew Advisors, Inc | 0.92% | Add +0.8% | 29,265 | $1.6M |
| PFG Investments, LLC | 0.09% | Add +121.3% | 29,398 | $1.5M |
| KFG Wealth Management, LLC | 0.24% | Add +28.0% | 29,139 | $1.5M |
| Sigma Planning Corp | 0.04% | Add +2.8% | 28,168 | $1.5M |
| Redhawk Wealth Advisors, Inc. | 0.18% | New | 27,672 | $1.4M |
| CoreCap Advisors, LLC | 0.06% | Add +10.1% | 26,877 | $1.4M |
| DAVENPORT & Co LLC | 0.01% | Add +277.1% | 26,292 | $1.4M |
| Westside Investment Management, Inc. | 0.25% | Add +15.6% | 25,974 | $1.4M |
| Precedent Wealth Partners, LLC | 0.33% | Reduce -1.2% | 25,894 | $1.3M |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +2.3% | 25,568 | $1.3M |
| Silverlake Wealth Management LLC | 0.38% | New | 25,076 | $1.3M |
| TruWealth Advisors, LLC | 0.07% | Add +53.9% | 24,749 | $1.3M |
| Capital Advisory Group Advisory Services, LLC | 0.46% | Reduce -1.2% | 24,463 | $1.3M |
| Foundations Investment Advisors, LLC | 0.02% | Add +34.3% | 23,916 | $1.2M |
| Perigon Wealth Management, LLC | 0.03% | Reduce -2.0% | 23,530 | $1.2M |
| Octavia Wealth Advisors, LLC | 0.14% | Reduce -5.8% | 23,378 | $1.2M |
| Clare Market Investments LLC | 0.27% | No change | 23,175 | $1.2M |
| Private Wealth Partners, LLC | 0.09% | No change | 22,800 | $1.2M |
| CPC Advisors, LLC | 0.15% | Reduce -1.4% | 22,798 | $1.2M |
| Paragon Private Wealth Management, LLC | 0.47% | Add +35.6% | 22,643 | $1.2M |
| Code Waechter LLC | 0.81% | No change | 21,958 | $1.1M |
| OneAscent Financial Services LLC | 0.08% | Reduce -35.0% | 21,860 | $1.1M |
| ERn Financial, LLC | 0.24% | New | 21,760 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.02% | Add +9.3% | 21,744 | $1.1M |
| Gladstone Institutional Advisory LLC | 0.05% | Reduce -6.3% | 21,601 | $1.1M |
| Soltis Investment Advisors LLC | 0.09% | Add +1.7% | 21,507 | $1.1M |
| Medallion Wealth Advisors, LLC | 0.43% | New | 21,236 | $1.1M |
| Core Wealth Advisors, Inc. | 0.32% | Add +9.5% | 21,344 | $1.1M |
| Summit X, LLC | 0.20% | New | 20,853 | $1.1M |
| New Insight Wealth Advisors | 0.44% | New | 20,598 | $1.1M |
| Sapient Capital LLC | 0.02% | New | 20,126 | $1.0M |
| Sowell Financial Services LLC | 0.04% | Add +26.9% | 19,903 | $1.0M |
| Waverly Advisors, LLC | 0.01% | Add +5.9% | 19,029 | $990K |
| Melfa Wealth Management, Inc. | 0.62% | Add +1.9% | 18,929 | $985K |
| LVZ, Inc. | 0.12% | Add +10.5% | 18,826 | $979K |
| Qube Research & Technologies Ltd | 0.00% | Add +95.6% | 18,761 | $976K |
| Sweeney & Michel, LLC | 0.33% | Add +0.9% | 17,497 | $931K |
| Flputnam Investment Management Co. | 0.02% | Add +67.1% | 17,812 | $927K |
| LongView Wealth Management | 0.28% | Add +1.0% | 17,677 | $920K |
| Savvy Advisors, Inc. | 0.06% | Reduce -5.0% | 17,497 | $910K |
| Merit Financial Group, LLC | 0.01% | Add +39.4% | 16,849 | $876K |
| Element Wealth, LLC | 0.40% | Add +18.7% | 16,839 | $876K |
| Onyx Financial Advisors, LLC | 0.41% | Add +0.3% | 16,582 | $863K |
| Centaurus Financial, Inc. | 0.05% | Add +4.5% | 16,367 | $851K |
| Regal Investment Advisors LLC | 0.06% | Add +58.4% | 16,320 | $849K |
| Sunbelt Securities, Inc. | 0.07% | Reduce -4.7% | 16,933 | $846K |
| Synovus Financial Corp. | 0.01% | No change | 16,167 | $841K |
| BXM Wealth LLC | 0.99% | No change | 16,000 | $832K |
| High Net Worth Advisory Group LLC | 0.21% | No change | 15,129 | $787K |
| Gallagher Fiduciary Advisors, LLC | 0.03% | Reduce -88.1% | 14,912 | $776K |
| &partners | 0.01% | Reduce -9.4% | 14,836 | $772K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 14,782 | $769K |
| LaSalle St. Investment Advisors, LLC | 0.21% | Reduce -0.2% | 14,722 | $765K |
| Accurate Wealth Management, LLC | 0.11% | Add +2.0% | 13,852 | $739K |
| Cyndeo Wealth Partners, LLC | 0.04% | Add +14.7% | 14,187 | $738K |
| Community Trust & Investment Co. | 0.04% | Reduce -10.8% | 14,030 | $730K |
| Glassman Wealth Services | 0.11% | No change | 13,850 | $720K |
| Hubbell Strickland Wealth Management, LLC | 0.32% | Reduce -0.6% | 13,816 | $719K |
| Founders Financial Securities LLC | 0.05% | New | 13,594 | $707K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -14.0% | 13,544 | $705K |
| Independent Financial Group, LLC | 0.02% | Reduce -8.1% | 13,021 | $677K |
| Investor's Fiduciary Advisor Network, LLC | 0.25% | Add +16.6% | 12,790 | $665K |
| IFG Advisory, LLC | 0.03% | Add +0.8% | 12,034 | $626K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -40.1% | 12,027 | $626K |
| StoneX Group Inc. | 0.03% | New | 11,532 | $600K |
| Nicolet Advisory Services, LLC | 0.05% | Reduce -17.4% | 11,258 | $597K |
| WealthCare Investment Partners, LLC | 0.21% | Add +10.4% | 11,228 | $597K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +81.7% | 11,085 | $577K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.08% | Reduce -1.0% | 11,068 | $576K |
| Creative Planning | 0.00% | Add +19.8% | 10,975 | $571K |
| FSC Wealth Advisors, LLC | 0.35% | Reduce -2.4% | 10,816 | $563K |
| Widmann Financial Services, Inc. | 0.39% | Add +2.5% | 10,621 | $553K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -38.4% | 10,398 | $541K |
| Brass Tax Wealth Management, Inc. | 0.10% | Add +16.2% | 10,064 | $524K |
| Brown, Lisle/Cummings, Inc. | 0.14% | No change | 10,025 | $522K |
| Tandem Capital Management Corp. | 0.25% | Add +0.5% | 9,620 | $500K |
| Wealth Management Associates, Inc. | 0.18% | Reduce -0.3% | 8,906 | $463K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -44.1% | 8,876 | $462K |
| JGP Wealth Management, LLC | 0.06% | New | 8,807 | $458K |
| Arax Advisory Partners | 0.02% | No change | 8,706 | $453K |
| Brown Miller Wealth Management, LLC | 0.14% | Reduce -5.5% | 8,600 | $447K |
| Nova Wealth Management, Inc. | 0.33% | Add +448.9% | 8,547 | $445K |
| Betterment LLC | 0.00% | Reduce -4.9% | 8,387 | $436K |
| 180 Wealth Advisors, LLC | 0.06% | Reduce -1.1% | 8,255 | $429K |
| Moors & Cabot, Inc. | 0.02% | Reduce -1.2% | 8,097 | $421K |
| Verdence Capital Advisors LLC | 0.03% | No change | 8,053 | $419K |
| Valley National Advisers Inc. | 0.07% | Add +10.6% | 7,945 | $413K |
| Larson Financial Group LLC | 0.02% | Add +6.2% | 7,857 | $409K |
| GWN Securities Inc. | 0.08% | New | 7,829 | $407K |
| Aptus Capital Advisors, LLC | 0.00% | Add +14.8% | 7,769 | $404K |
| Fairvoy Private Wealth, LLC | 0.10% | Add +4.3% | 7,680 | $400K |
| Independent Wealth Network Inc. | 0.14% | Add +7.8% | 7,612 | $396K |
| Mission Wealth Management, LP | 0.01% | Add +15.9% | 7,580 | $394K |
| Advisor OS, LLC | 0.04% | No change | 7,504 | $390K |
| Smithfield Trust Co | 0.02% | Add +17.9% | 7,425 | $387K |
| Keel Point, LLC | 0.03% | No change | 7,433 | $387K |
| Crescent Grove Advisors, LLC | 0.04% | No change | 7,367 | $383K |
| Moneco Advisors, LLC | 0.04% | Reduce -11.4% | 7,221 | $376K |
| DHK Financial Advisors, Inc. | 0.22% | Add +0.9% | 7,189 | $374K |
| Keybank National Association | 0.00% | New | 6,883 | $358K |
| Lanark Financial, Inc. | 0.03% | Add +42.1% | 6,625 | $344K |
| Advyzon Investment Management, LLC | 0.08% | New | 6,607 | $344K |
| New England Private Wealth Advisors LLC | 0.05% | Add +0.7% | 6,372 | $343K |
| Tranquility Partners, LLC | 0.12% | No change | 6,590 | $343K |
| Southland Equity Partners LLC | 0.07% | Add +46.9% | 6,499 | $338K |
| Investment Advisory Group, LLC | 0.10% | New | 6,481 | $337K |
| GTS Securities LLC | 0.01% | Reduce -86.3% | 6,406 | $333K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +0.9% | 6,364 | $331K |
| Focus Partners Wealth | 0.00% | New | 6,288 | $327K |
| Brown Advisory Inc. | 0.00% | New | 6,146 | $320K |
| SageOak Financial, LLC | 0.26% | Reduce -39.4% | 6,129 | $319K |
| Catalyst Financial Partners LLC | 0.03% | Add +44.6% | 6,007 | $312K |
| Full Sail Capital, LLC | 0.02% | No change | 6,000 | $312K |
| Smith, Moore & Co. | 0.03% | No change | 5,895 | $307K |
| Fortitude Financial, LLC | 0.27% | Reduce -84.9% | 7,009 | $307K |
| Shared Vision Wealth Group LLC | 0.15% | No change | 5,700 | $305K |
| PKS Advisory Services, LLC | 0.08% | Add +15.4% | 5,852 | $304K |
| Aspect Partners, LLC | 0.15% | No change | 5,840 | $304K |
| Accelerate Investment Advisors LLC | 0.22% | New | 5,810 | $302K |
| Rehmann Capital Advisory Group | 0.02% | No change | 5,692 | $296K |
| Centurion Wealth Management LLC | 0.08% | Reduce -3.3% | 5,688 | $296K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -7.2% | 5,665 | $295K |
| CreativeOne Wealth, LLC | 0.01% | Add +23.0% | 5,643 | $294K |
| Atlas Private Wealth Advisors | 0.04% | New | 5,630 | $293K |
| Lakeshore Capital Group, Inc. | 0.26% | Add +0.2% | 5,577 | $290K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +20.1% | 5,524 | $287K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -0.8% | 5,479 | $285K |
| Atlas Brown,Inc. | 0.09% | Add +3.1% | 5,434 | $283K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | No change | 5,420 | $282K |
| Liberty Wealth Management LLC | 0.04% | Add +0.7% | 5,399 | $281K |
| D. E. Shaw & Co. | 0.00% | Reduce -38.2% | 5,336 | $278K |
| Financial Perspectives, Inc | 0.08% | Add +23.5% | 5,319 | $277K |
| MWA Asset Management | 0.17% | Reduce -4.5% | 5,298 | $276K |
| Pathstone Holdings, LLC | 0.00% | Add +0.0% | 5,176 | $269K |
| Choreo, LLC | 0.00% | New | 5,172 | $269K |
| KMG Fiduciary Partners, LLC | 0.02% | New | 5,167 | $269K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 5,137 | $267K |
| Southern Capital Advisors, LLC | 0.13% | No change | 5,000 | $260K |
| Forefront Wealth Partners, LLC | 0.18% | New | 4,946 | $257K |
| Novem Group | 0.03% | Add +0.1% | 4,908 | $255K |
| TFB Advisors LLC | 0.07% | Add +20.4% | 4,879 | $254K |
| NFSG Corp | 0.04% | Reduce -7.7% | 4,853 | $252K |
| Compass Ion Advisors, LLC | 0.03% | No change | 4,843 | $252K |
| Greykasell Wealth Strategies, Inc. | 0.12% | No change | 4,835 | $252K |
| Ellis Investment Partners, LLC | 0.05% | Add +5.2% | 4,828 | $251K |
| Greenwich Wealth Management LLC | 0.01% | No change | 4,694 | $244K |
| FSB Premier Wealth Management, Inc. | 0.09% | Add +0.3% | 4,661 | $242K |
| Fiduciary Alliance LLC | 0.02% | New | 4,599 | $239K |
| First Trust Advisors LP | 0.00% | No change | 4,512 | $235K |
| Bank of Montreal | 0.00% | Add +3.7% | 4,512 | $235K |
| First Foundation Advisors | 0.01% | No change | 4,500 | $234K |
| MKD Wealth Coaches, LLC | 0.25% | New | 4,481 | $233K |
| ZEGA Investments, LLC | 0.06% | No change | 4,407 | $229K |
| MJP Associates Inc. | 0.03% | No change | 4,407 | $229K |
| US Bancorp \de | 0.00% | Reduce -0.7% | 4,390 | $228K |
| Level Wealth Management LLC | 0.13% | Add +0.8% | 4,297 | $224K |
| Strategic Family Wealth Counselors, L.L.C. | 0.06% | Add +0.9% | 4,260 | $222K |
| Harbor Asset Planning, Inc. | 0.21% | — | 4,155 | $216K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -0.9% | 4,038 | $210K |
| Meridian Wealth Management, LLC | 0.01% | New | 3,959 | $206K |
| Wealthcare Advisory Partners LLC | 0.00% | New | 3,945 | $205K |
| Hoxton Planning & Management, LLC | 0.07% | New | 3,910 | $203K |
| Anchor Investment Management, LLC | 0.02% | Add +0.4% | 3,855 | $201K |
| Tidemark, LLC | 0.05% | Add +66.8% | 3,210 | $167K |
| Archer Investment Corp | 0.04% | Add +4.3% | 3,002 | $156K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +0.4% | 2,361 | $123K |
| Quest 10 Wealth Builders, Inc. | 0.10% | No change | 2,000 | $104K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 2,000 | $104K |
| Ancora Advisors LLC | 0.00% | New | 1,975 | $103K |
| JFS Wealth Advisors, LLC | 0.01% | Add +0.8% | 1,655 | $86K |
| Brooklyn Investment Group | 0.01% | Reduce -41.9% | 1,643 | $85K |
| Cwm, LLC | 0.00% | Reduce -19.9% | 1,392 | $72K |
| Atlantic Union Bankshares Corp | 0.00% | New | 1,250 | $65K |
| Comerica Bank | 0.00% | Reduce -67.7% | 1,181 | $61K |
| Roxbury Financial LLC | 0.06% | No change | 1,173 | $61K |
| Bogart Wealth, LLC | 0.00% | Add +37.5% | 1,104 | $57K |
| Capital Analysts, LLC | 0.00% | Add +0.7% | 1,075 | $56K |
| UBS Group AG | 0.00% | Add +95100.0% | 952 | $50K |
| Abound Wealth Management | 0.01% | Reduce -0.5% | 926 | $48K |
| Clearstead Advisors, LLC | 0.00% | No change | 827 | $43K |
| Citigroup Inc. | 0.00% | No change | 800 | $42K |
| Horrell Capital Management, Inc. | 0.02% | New | 750 | $39K |
| Creekmur Asset Management LLC | 0.01% | No change | 700 | $36K |
| Exchange Traded Concepts, LLC | 0.00% | New | 700 | $36K |
| Signaturefd, LLC | 0.00% | Add +3.5% | 679 | $35K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +331.9% | 622 | $32K |
| TD Waterhouse Canada Inc. | 0.00% | New | 611 | $32K |
| Evermay Wealth Management LLC | 0.00% | New | 600 | $31K |
| IMA Advisory Services, Inc. | 0.00% | No change | 560 | $29K |
| Mb, Levis & Associates, LLC | 0.01% | New | 541 | $28K |
| JNBA Financial Advisors | 0.00% | Add +1.0% | 516 | $27K |
| Darwin Wealth Management, LLC | 0.01% | Add +1.8% | 514 | $27K |
| Assetmark, Inc. | 0.00% | Add +80.5% | 473 | $25K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 433 | $24K |
| Glass Jacobson Investment Advisors llc | 0.01% | Reduce -70.5% | 452 | $24K |
| Chilton Capital Management LLC | 0.00% | No change | 409 | $21K |
| Keener Financial Planning LLC | 0.01% | No change | 422 | $21K |
| Avalon Trust Co | 0.00% | No change | 400 | $21K |
| Jones Financial Companies LLLP | 0.00% | New | 321 | $17K |
| Front Row Advisors LLC | 0.01% | New | 282 | $15K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 236 | $12K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.9% | 212 | $11K |
| HighMark Wealth Management LLC | 0.01% | Add +1.0% | 208 | $11K |
| Asset Dedication, LLC | 0.00% | New | 191 | $10K |
| TD Capital Management LLC | 0.00% | Add +1.2% | 175 | $9K |
| Key Financial Inc | 0.00% | No change | 135 | $7K |
| Oakworth Capital, Inc. | 0.00% | No change | 131 | $7K |
| Russell Investments Group, Ltd. | 0.00% | New | 123 | $6K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 118 | $6K |
| Cornerstone Planning Group LLC | 0.00% | New | 110 | $6K |
| Tortoise Investment Management, LLC | 0.00% | No change | 100 | $5K |
| Fifth Third Bancorp | 0.00% | No change | 100 | $5K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | — | 100 | $5K |
| Coston, McIsaac & Partners | 0.00% | No change | 81 | $4K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -50.0% | 76 | $4K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 58 | $3K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -52.3% | 53 | $3K |
| Sound Income Strategies, LLC | 0.00% | No change | 48 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 40 | $2K |
| Briaud Financial Planning Inc | 0.00% | New | 52 | $2K |
| Spire Wealth Management | 0.00% | No change | 18 | $911 |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 12 | $624 |
| National Bank of Canada | 0.00% | No change | 12 | $624 |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 11 | $575 |
| Innovative Advisory Group, LLC | 0.00% | No change | 6 | $312 |
| Founders Financial Alliance, LLC | 0.00% | No change | 4 | $208 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 2 | $105 |
"% of holder's portfolio" is FDVV's weight in each manager's 13F, not the share of Fidelity High Dividend ETF the manager owns.