Fidelity High Dividend ETFFDVVETF
13F holders, Q3 2025 (September 30)403holders +34
48new positions
12sold out
2famous investors
$55.70avg. 13F price*
At the end of Q3 2025, 403 institutions reported holding Fidelity High Dividend ETF (FDVV) in their 13F filings, up 34 from Q2 2025. 48 opened new positions and 12 sold out. The largest holders were LPL Financial LLC ($251.0M), Commonwealth Equity Services, LLC ($164.9M) and Morgan Stanley ($130.5M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $104.6M |
| Exits | 12 | $1.6M |
All 13F filers, Q2 2025 → Q3 2025: 10,034,130 shares bought and 1,533,216 shares sold, net +8,500,914 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 403 holders
| LPL Financial LLC | 0.07% | Add +63.3% | 4,504,862 | $251.0M |
| Commonwealth Equity Services, LLC | 0.21% | Reduce -11.6% | 2,959,267 | $164.9M |
| Morgan Stanley | 0.01% | Add +6.7% | 2,342,857 | $130.5M |
| Bank of America Corp. | 0.01% | Add +34.6% | 2,226,992 | $124.1M |
| Retirement Planning Group, LLC | 4.25% | Add +10.1% | 2,199,223 | $122.5M |
| Envestnet Asset Management Inc. | 0.03% | Add +11.6% | 1,840,363 | $102.5M |
| Raymond James Financial Inc. | 0.03% | Add +62.2% | 1,657,341 | $92.3M |
| Cetera Investment Advisers | 0.10% | Add +58.0% | 1,535,238 | $85.5M |
| Wells Fargo & Company | 0.02% | Add +25.6% | 1,384,214 | $77.1M |
| Osaic Holdings, Inc. | 0.10% | Add +13.8% | 1,283,136 | $71.2M |
| JPMorgan Chase & Co. | 0.00% | Add +11.6% | 1,044,083 | $58.2M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +21.5% | 966,347 | $53.8M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Add +20.1% | 879,856 | $49.0M |
| McIlrath & Eck, LLC | 4.45% | Add +9.1% | 774,330 | $43.1M |
| Childress Capital Advisors, LLC | 7.82% | Reduce -7.1% | 767,848 | $42.8M |
| Dynasty Wealth Management, LLC | 0.52% | Add +23.4% | 692,656 | $38.6M |
| Susquehanna International Group, LLP | 0.05% | Add +6.1% | 666,515 | $37.1M |
| Kestra Advisory Services, LLC | 0.17% | Add +18.9% | 666,060 | $37.1M |
| Sagespring Wealth Partners, LLC | 0.67% | Add +4.6% | 612,456 | $34.1M |
| Allworth Financial LP | 0.14% | Add +5.6% | 578,911 | $32.3M |
| Arkadios Wealth Advisors | 0.75% | Add +10.1% | 551,006 | $30.7M |
| MML Investors Services, LLC | 0.08% | Reduce -1.1% | 520,549 | $29.0M |
| Woodard & Co. Asset Management Group Inc. | 4.56% | New | 503,615 | $28.1M |
| Victory Financial Group, LLC | 3.51% | Add +1.6% | 457,386 | $25.5M |
| Landing Point Financial Group, LLC | 13.26% | Add +31.0% | 456,715 | $25.4M |
| Private Advisor Group, LLC | 0.11% | Add +271.0% | 399,413 | $22.3M |
| AssuredPartners Investment Advisors, LLC | 4.64% | Add +4.0% | 374,352 | $20.9M |
| Integrated Wealth Concepts LLC | 0.19% | Reduce -5.0% | 373,662 | $20.8M |
| Regimen Wealth, LLC | 6.06% | Reduce -0.6% | 366,859 | $20.4M |
| Mariner, LLC | 0.02% | Add +30.0% | 342,485 | $19.1M |
| Lakeridge Wealth Management LLC | 8.39% | Add +0.8% | 338,756 | $18.9M |
| Milestone Investment Advisors LLC | 4.48% | Add +1.4% | 323,525 | $18.0M |
| Systelligence, LLC | 3.27% | Add +3.9% | 309,256 | $17.2M |
| Clark Wealth Partners | 10.31% | New | 298,584 | $16.9M |
| Calton & Associates, Inc. | 2.53% | Add +13.8% | 302,538 | $16.9M |
| Stratos Investment Management, LLC | 0.69% | Add +25.0% | 300,073 | $16.7M |
| Prime Capital Investment Advisors, LLC | 0.21% | Reduce -0.4% | 299,212 | $16.7M |
| Independence Financial Advisors, LLC | 4.84% | Add +63.5% | 285,386 | $15.9M |
| D.A. Davidson & Co. | 0.10% | Add +127.7% | 283,873 | $15.8M |
| Jane Street Group, LLC | 0.02% | Reduce -50.5% | 259,786 | $14.5M |
| Janney Montgomery Scott LLC | 0.03% | Add +361.6% | 247,419 | $13.8M |
| Lido Advisors, LLC | 0.06% | Add +43.1% | 243,006 | $13.5M |
| Prentice Wealth Management LLC | 3.33% | Add +1.8% | 242,623 | $13.5M |
| World Investment Advisors | 0.26% | Add +2.8% | 228,845 | $12.7M |
| Per Stirling Capital Management, LLC. | 1.52% | New | 228,660 | $12.7M |
| Fifth Third Securities, Inc. | 0.84% | Add +4.5% | 219,900 | $12.3M |
| Flagship Wealth Advisors, LLC | 3.83% | Add +10.8% | 208,852 | $11.6M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +100.1% | 207,523 | $11.6M |
| Dentgroup LLC | 7.35% | Add +35.6% | 204,125 | $11.4M |
| Equitable Holdings, Inc. | 0.08% | Add +12.5% | 203,200 | $11.3M |
| Truist Financial Corp. | 0.02% | Add +26.3% | 202,933 | $11.3M |
| Captrust Financial Advisors | 0.02% | Reduce -5.5% | 199,899 | $11.1M |
| Stifel Financial Corp. | 0.01% | Reduce -0.9% | 185,905 | $10.4M |
| IFP Advisors, Inc | 0.25% | Add +8.7% | 175,955 | $9.8M |
| Advisory Services Network, LLC | 0.14% | Add +7.2% | 168,396 | $9.4M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -3.6% | 167,392 | $9.3M |
| Sculati Wealth Management, LLC | 3.25% | Add +21.6% | 165,356 | $9.2M |
| FMR LLC | 0.00% | Add +21.8% | 156,382 | $8.7M |
| Kovack Advisors, Inc. | 0.80% | Add +107.7% | 153,166 | $8.5M |
| Thoroughbred Financial Services, LLC | 0.51% | Add +9.4% | 147,895 | $8.2M |
| Rockefeller Capital Management L.P. | 0.02% | Add +1.4% | 145,919 | $8.1M |
| Thrivent Financial for Lutherans | 0.02% | Add +44.2% | 138,719 | $7.7M |
| Neuberger Berman Group LLC | 0.01% | New | 133,941 | $7.5M |
| Stephens Inc. | 0.09% | Add +3.7% | 133,476 | $7.4M |
| Performance Wealth Partners, LLC | 0.20% | Add +22.4% | 131,737 | $7.3M |
| Royal Bank of Canada | 0.00% | Reduce -16.4% | 131,144 | $7.3M |
| Pathway Financial Advisers, LLC | 2.13% | Add +154.3% | 131,143 | $7.3M |
| NewEdge Advisors, LLC | 0.03% | Add +11.6% | 125,871 | $7.0M |
| Carbahal Olsen Financial Services Group, LLC | 5.54% | Add +0.2% | 123,946 | $6.9M |
| RFG Advisory, LLC | 0.14% | Add +1.5% | 123,545 | $6.9M |
| von Borstel & Associates, Inc. | 1.05% | New | 121,483 | $6.8M |
| Wayfinding Financial, LLC | 2.91% | Reduce -0.3% | 121,431 | $6.8M |
| Kestra Investment Management, LLC | 0.18% | Reduce -61.5% | 121,047 | $6.7M |
| HighTower Advisors, LLC | 0.01% | Add +44.1% | 120,371 | $6.7M |
| McGlone Suttner Wealth Management, Inc. | 0.91% | Add +2.2% | 116,893 | $6.5M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +27.6% | 113,312 | $6.3M |
| Base Wealth Management LLC | 3.59% | New | 113,019 | $6.3M |
| Marmo Financial Group, LLC | 3.03% | Reduce -4.1% | 112,326 | $6.3M |
| Lineweaver Wealth Advisors, LLC | 0.92% | Reduce -1.7% | 112,213 | $6.3M |
| AdvisorNet Financial, Inc | 0.35% | Reduce -2.0% | 111,655 | $6.2M |
| Citizens Financial Group Inc. | 0.08% | Reduce -0.8% | 110,122 | $6.1M |
| Principal Securities, Inc. | 0.10% | Add +46.6% | 107,315 | $6.0M |
| Flagship Harbor Advisors, LLC | 0.26% | Reduce -4.7% | 106,736 | $5.9M |
| Strategic Blueprint, LLC | 0.26% | Add +36.6% | 106,329 | $5.9M |
| New Insight Wealth Advisors | 2.16% | Add +399.4% | 102,862 | $5.7M |
| KWB Wealth | 0.61% | Add +52.6% | 106,753 | $5.6M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +17.8% | 97,310 | $5.4M |
| Powers Advisory Group, LLC | 2.15% | Add +77.0% | 97,001 | $5.4M |
| Centerline Wealth Advisors, LLC | 2.31% | Add +42.5% | 95,324 | $5.3M |
| Investment Advisory Services Inc. /TX | 1.65% | Add +52.0% | 94,113 | $5.2M |
| Global Retirement Partners, LLC | 0.12% | Add +23.4% | 92,881 | $5.2M |
| Ameriprise Financial Inc. | 0.00% | New | 92,081 | $5.1M |
| Oppenheimer & Co. Inc. | 0.06% | Add +4.2% | 91,805 | $5.1M |
| Renaissance Technologies | 0.01% | Add +55.0% | 90,800 | $5.1M |
| Investmark Advisory Group LLC | 2.08% | Reduce -1.1% | 86,165 | $4.8M |
| WCG Wealth Advisors LLC | 0.30% | Add +2.3% | 86,159 | $4.8M |
| Patriot Financial Group Insurance Agency, LLC | 0.60% | Reduce -0.4% | 84,214 | $4.7M |
| Essex Financial Services, Inc. | 0.28% | Add +3.2% | 82,888 | $4.6M |
| Valued Retirements, Inc. | 5.14% | No change | 87,500 | $4.6M |
| Marshall & Sterling Wealth Advisors Inc. | 2.88% | Reduce -2.4% | 80,614 | $4.5M |
"% of holder's portfolio" is FDVV's weight in each manager's 13F, not the share of Fidelity High Dividend ETF the manager owns.