Fidelity High Dividend ETFFDVVETF

13F holders, Q4 2025 (December 31)
453holders +50
49new positions
21sold out
1famous investor
$56.71avg. 13F price*

At the end of Q4 2025, 453 institutions reported holding Fidelity High Dividend ETF (FDVV) in their 13F filings, up 50 from Q3 2025. 49 opened new positions and 21 sold out. The largest holders were LPL Financial LLC ($349.2M), Commonwealth Equity Services, LLC ($172.0M) and Morgan Stanley ($142.9M). 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

0200400600 Q1 2024: 217Q1 2024Q2 2024: 243Q2 2024Q3 2024: 264Q3 2024Q4 2024: 308Q4 2024Q1 2025: 347Q1 2025Q2 2025: 369Q2 2025Q3 2025: 403Q3 2025Q4 2025: 453Q4 2025Q1 2026: 489Q1 2026Q2 2026: 515Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions49$48.5M
Exits21$21.1M

All 13F filers, Q3 2025 → Q4 2025: 7,375,830 shares bought and 1,270,581 shares sold, net +6,105,249 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 453 holders

LPL Financial LLC 0.10% Add +36.8% 6,160,630 $349.2M
Commonwealth Equity Services, LLC 0.23% Add +2.5% 3,034,654 $172.0M
Morgan Stanley 0.01% Add +7.6% 2,520,014 $142.9M
Retirement Planning Group, LLC 4.31% Add +5.3% 2,314,770 $131.2M
Bank of America Corp. 0.01% Add +1.6% 2,263,189 $128.3M
Raymond James Financial Inc. 0.04% Add +25.4% 2,077,712 $117.8M
Envestnet Asset Management Inc. 0.03% Add +12.5% 2,070,801 $117.4M
Cetera Investment Advisers 0.11% Add +13.6% 1,744,238 $98.9M
Wells Fargo & Company 0.02% Add +18.0% 1,633,629 $92.6M
Osaic Holdings, Inc. 0.12% Add +13.1% 1,451,318 $82.3M
JPMorgan Chase & Co. 0.00% Add +11.4% 1,163,189 $65.9M
Northwestern Mutual Wealth Management Co. 0.04% Add +12.6% 1,088,010 $61.7M
Kestra Advisory Services, LLC 0.22% Add +38.7% 923,778 $52.4M
Childress Capital Advisors, LLC 7.33% Add +4.8% 804,703 $45.6M
Cambridge Investment Research Advisors, Inc. 0.12% Reduce -8.8% 802,778 $45.5M
Dynasty Wealth Management, LLC 0.44% Add +12.8% 781,642 $44.3M
McIlrath & Eck, LLC 3.58% Reduce -12.1% 680,694 $38.6M
Sagespring Wealth Partners, LLC 0.68% Add +7.3% 657,113 $37.3M
MML Investors Services, LLC 0.08% Add +17.5% 611,754 $34.7M
Arkadios Wealth Advisors 0.66% Add +7.2% 590,498 $33.5M
Allworth Financial LP 0.14% Add +1.7% 588,807 $33.4M
Victory Financial Group, LLC 3.47% Add +6.3% 486,346 $27.6M
Private Advisor Group, LLC 0.13% Add +20.8% 482,295 $27.3M
Landing Point Financial Group, LLC 13.62% Add +5.5% 481,964 $27.3M
Woodard & Co. Asset Management Group Inc. 3.96% Reduce -12.5% 440,861 $25.0M
Mariner, LLC 0.03% Add +21.8% 417,018 $23.6M
AssuredPartners Investment Advisors, LLC 3.26% Add +3.3% 386,760 $21.9M
Regimen Wealth, LLC 6.05% Reduce -0.5% 364,872 $20.7M
Susquehanna International Group, LLP 0.03% Reduce -48.2% 345,144 $19.6M
Lakeridge Wealth Management LLC 8.81% Add +0.9% 341,806 $19.4M
Milestone Investment Advisors LLC 4.39% Reduce -1.1% 319,792 $18.1M
Calton & Associates, Inc. 2.63% Add +4.5% 316,268 $17.9M
Systelligence, LLC 3.36% Add +0.6% 311,181 $17.6M
D.A. Davidson & Co. 0.11% Add +8.2% 307,207 $17.4M
Jane Street Group, LLC 0.02% Add +15.5% 300,100 $17.0M
Prime Capital Investment Advisors, LLC 0.21% Reduce -0.0% 299,123 $17.0M
Clark Wealth Partners 10.31% No change 298,584 $16.9M
Independence Financial Advisors, LLC 4.60% Add +3.4% 295,150 $16.7M
Stratos Investment Management, LLC 0.67% Reduce -2.2% 293,476 $16.6M
Janney Montgomery Scott LLC 0.04% Add +14.5% 283,218 $16.1M
World Investment Advisors 0.26% Add +23.5% 282,582 $16.0M
Integrated Wealth Concepts LLC 0.19% Reduce -24.6% 281,605 $16.0M
Equitable Holdings, Inc. 0.10% Add +33.0% 270,251 $15.3M
Prentice Wealth Management LLC 3.37% Add +7.3% 260,246 $14.8M
Wealth Enhancement Advisory Services, LLC 0.02% Add +22.0% 253,111 $14.5M
Flagship Wealth Advisors, LLC 4.04% Add +17.2% 244,858 $13.9M
Lido Advisors, LLC 0.05% Add +0.3% 243,807 $13.7M
Truist Financial Corp. 0.02% Add +17.2% 237,802 $13.5M
Per Stirling Capital Management, LLC. 1.45% Reduce -0.4% 227,653 $12.9M
Fifth Third Securities, Inc. 0.84% Add +3.2% 226,925 $12.9M
Cwm, LLC 0.03% Add +8409.8% 221,679 $12.6M
Advisory Services Network, LLC 0.17% Add +29.3% 217,734 $12.3M
Rooted Wealth Advisors, Inc. 3.43% New 207,138 $12.2M
IFP Advisors, Inc 0.27% Add +20.3% 211,646 $12.0M
Stifel Financial Corp. 0.01% Add +12.9% 209,955 $11.9M
SHP Wealth Management 0.85% — 192,861 $10.9M
Kestra Investment Management, LLC 0.27% Add +58.4% 191,723 $10.9M
Dentgroup LLC 7.45% Reduce -6.2% 191,403 $10.9M
Flow Traders U.S. LLC 0.34% Add +223.7% 180,402 $10.2M
Sculati Wealth Management, LLC 3.59% Add +8.6% 179,534 $10.2M
FMR LLC 0.00% Add +13.4% 177,417 $10.1M
Captrust Financial Advisors 0.02% Reduce -13.0% 173,955 $9.9M
Royal Bank of Canada 0.00% Add +31.0% 171,844 $9.7M
Sanctuary Advisors, LLC 0.05% Add +2.5% 171,668 $9.7M
Thrivent Financial for Lutherans 0.02% Add +15.5% 160,267 $9.1M
Baird Financial Group, Inc. 0.01% Add +96.7% 156,417 $8.9M
Thoroughbred Financial Services, LLC 0.52% Add +4.3% 154,321 $8.7M
&partners 0.05% Add +161.8% 147,206 $8.7M
Kovack Advisors, Inc. 0.41% Add +0.2% 153,422 $8.7M
Performance Wealth Partners, LLC 0.23% Add +13.6% 149,702 $8.5M
Rockefeller Capital Management L.P. 0.02% Add +1.3% 147,857 $8.4M
Base Wealth Management LLC 4.40% Add +27.5% 144,060 $8.2M
Cyr Financial Inc. 4.91% New 138,780 $7.9M
Stephens Inc. 0.10% Add +3.8% 138,478 $7.9M
New Insight Wealth Advisors 2.76% Add +32.4% 136,175 $7.7M
Strategic Blueprint, LLC 0.45% Add +26.8% 134,857 $7.6M
Pathway Financial Advisers, LLC 2.17% Add +0.7% 131,999 $7.5M
Neuberger Berman Group LLC 0.01% Reduce -2.1% 131,093 $7.4M
Carbahal Olsen Financial Services Group, LLC 5.53% Add +2.5% 127,040 $7.2M
Principal Securities, Inc. 0.11% Add +15.3% 123,697 $7.0M
Orion Porfolio Solutions, LLC 0.05% Add +6.9% 121,100 $6.9M
Wayfinding Financial, LLC 2.88% Reduce -1.0% 120,186 $6.8M
AdvisorNet Financial, Inc 0.36% Add +6.4% 118,781 $6.7M
Investment Advisory Services Group LLC 5.85% — 116,240 $6.6M
Powers Advisory Group, LLC 2.47% Add +19.5% 115,874 $6.6M
Global Retirement Partners, LLC 0.12% Add +24.7% 115,815 $6.6M
Kestra Private Wealth Services, LLC 0.08% Add +18.4% 115,226 $6.5M
HighTower Advisors, LLC 0.01% Reduce -4.7% 114,727 $6.5M
RFG Advisory, LLC 0.12% Reduce -7.2% 114,689 $6.5M
Flagship Harbor Advisors, LLC 0.30% Add +5.4% 112,504 $6.4M
McGlone Suttner Wealth Management, Inc. 0.86% Reduce -3.9% 112,345 $6.4M
Lineweaver Wealth Advisors, LLC 0.86% Reduce -1.4% 110,625 $6.3M
IFC & Insurance Marketing, Inc. 6.16% — 109,598 $6.2M
Marmo Financial Group, LLC 2.94% Reduce -2.5% 109,552 $6.2M
Citizens Financial Group Inc. 0.08% Reduce -1.5% 108,446 $6.1M
High Point Wealth Management, LLC 5.51% — 101,609 $5.8M
Investment Advisory Services Inc. /TX 1.80% Add +7.7% 101,361 $5.7M
NewEdge Advisors, LLC 0.02% Reduce -21.1% 99,310 $5.6M
BG Investment Services, LLC 5.02% Add +31.1% 99,292 $5.6M
Marshall & Sterling Wealth Advisors Inc. 3.65% Add +21.0% 97,553 $5.5M

"% of holder's portfolio" is FDVV's weight in each manager's 13F, not the share of Fidelity High Dividend ETF the manager owns.

Show all 453 holders