Fidelity High Dividend ETFFDVVETF
13F holders, Q1 2026 (March 31)489holders +36
64new positions
31sold out
1famous investor
$55.24avg. 13F price*
At the end of Q1 2026, 489 institutions reported holding Fidelity High Dividend ETF (FDVV) in their 13F filings, up 36 from Q4 2025. 64 opened new positions and 31 sold out. The largest holders were LPL Financial LLC ($375.6M), Commonwealth Equity Services, LLC ($164.1M) and Morgan Stanley ($145.2M). One famous investor held it Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Fidelity High Dividend ETF
- CUSIP
- 316092840
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $102.1M |
| Exits | 31 | $48.1M |
All 13F filers, Q4 2025 → Q1 2026: 10,997,394 shares bought and 2,286,445 shares sold, net +8,710,949 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 489 holders
| LPL Financial LLC | 0.10% | Add +10.4% | 6,799,783 | $375.6M |
| Commonwealth Equity Services, LLC | 0.23% | Reduce -2.1% | 2,970,185 | $164.1M |
| Morgan Stanley | 0.01% | Add +4.3% | 2,628,725 | $145.2M |
| Retirement Planning Group, LLC | 4.33% | Add +9.4% | 2,532,542 | $139.9M |
| Envestnet Asset Management Inc. | 0.04% | Add +17.5% | 2,433,369 | $134.4M |
| Bank of America Corp. | 0.01% | Add +4.6% | 2,367,217 | $130.8M |
| Raymond James Financial Inc. | 0.04% | Add +1.4% | 2,106,011 | $116.3M |
| Cetera Investment Advisers | 0.12% | Add +15.7% | 2,017,386 | $111.4M |
| JPMorgan Chase & Co. | 0.01% | Add +74.5% | 2,029,336 | $109.5M |
| Dynasty Wealth Management, LLC | 0.83% | Add +120.6% | 1,724,565 | $95.3M |
| Wells Fargo & Company | 0.02% | Add +4.2% | 1,701,813 | $94.0M |
| Osaic Holdings, Inc. | 0.12% | Reduce -1.5% | 1,429,892 | $79.0M |
| Sagespring Wealth Partners, LLC | 1.30% | Add +96.0% | 1,287,643 | $71.1M |
| Independent Advisor Alliance | 0.74% | New | 1,242,887 | $68.7M |
| Kestra Advisory Services, LLC | 0.23% | Add +16.6% | 1,077,418 | $59.5M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -14.8% | 927,206 | $51.2M |
| Susquehanna International Group, LLP | 0.06% | Add +155.3% | 881,076 | $48.7M |
| Jane Street Group, LLC | 0.05% | Add +174.8% | 824,584 | $45.6M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Add +2.4% | 822,110 | $45.4M |
| Kestra Investment Management, LLC | 0.76% | Add +317.9% | 801,268 | $44.3M |
| Arkadios Wealth Advisors | 0.69% | Add +28.7% | 760,005 | $42.0M |
| McIlrath & Eck, LLC | 3.06% | Add +8.3% | 736,989 | $40.7M |
| Childress Capital Advisors, LLC | 6.54% | Reduce -18.5% | 656,040 | $36.2M |
| Allworth Financial LP | 0.14% | Add +7.9% | 635,563 | $35.1M |
| MML Investors Services, LLC | 0.10% | Add +2.3% | 625,954 | $34.6M |
| Royal Bank of Canada | 0.01% | Add +246.4% | 595,227 | $32.9M |
| Private Advisor Group, LLC | 0.15% | Add +20.2% | 579,605 | $32.0M |
| Victory Financial Group, LLC | 3.73% | Add +12.9% | 548,990 | $30.3M |
| Landing Point Financial Group, LLC | 13.30% | Add +2.9% | 496,157 | $27.4M |
| Mariner, LLC | 0.03% | Add +9.0% | 454,410 | $25.1M |
| Woodard & Co. Asset Management Group Inc. | 3.87% | Reduce -0.8% | 437,123 | $24.1M |
| AssuredPartners Investment Advisors, LLC | 2.41% | Add +2.2% | 395,352 | $22.1M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +50.8% | 381,748 | $21.2M |
| Lakeridge Wealth Management LLC | 8.50% | Add +4.7% | 357,902 | $19.8M |
| Equitable Holdings, Inc. | 0.12% | Add +20.4% | 325,500 | $18.4M |
| Milestone Investment Advisors LLC | 4.35% | Add +2.0% | 326,052 | $18.0M |
| D.A. Davidson & Co. | 0.11% | Add +2.6% | 315,092 | $17.4M |
| Stratos Investment Management, LLC | 0.68% | Add +3.9% | 304,862 | $16.8M |
| Independence Financial Advisors, LLC | 5.05% | Add +3.1% | 304,360 | $16.8M |
| Calton & Associates, Inc. | 2.40% | Reduce -4.5% | 302,166 | $16.7M |
| Integrated Wealth Concepts LLC | 0.13% | Add +6.1% | 298,882 | $16.5M |
| Prime Capital Investment Advisors, LLC | 0.19% | Reduce -3.0% | 290,253 | $16.0M |
| World Investment Advisors | 0.25% | Add +1.2% | 285,894 | $15.8M |
| Regimen Wealth, LLC | 4.41% | Reduce -25.1% | 273,397 | $15.1M |
| Clark Wealth Partners | 9.87% | Reduce -10.9% | 266,114 | $14.7M |
| IFP Advisors, Inc | 0.30% | Add +21.8% | 257,730 | $14.2M |
| Rooted Wealth Advisors, Inc. | 3.50% | Add +8.4% | 224,650 | $13.3M |
| Truist Financial Corp. | 0.02% | Reduce -0.1% | 237,484 | $13.1M |
| Prentice Wealth Management LLC | 2.95% | Reduce -9.1% | 236,547 | $13.1M |
| Fifth Third Securities, Inc. | 0.83% | Add +2.0% | 231,365 | $12.8M |
| Cwm, LLC | 0.03% | Add +1.9% | 225,877 | $12.5M |
| Per Stirling Capital Management, LLC. | 1.34% | Reduce -3.5% | 219,636 | $12.1M |
| Advisory Services Network, LLC | 0.16% | Add +0.1% | 218,061 | $12.0M |
| Cornerstone Wealth, LLC | 6.73% | — | 203,646 | $12.0M |
| FMR LLC | 0.00% | Add +17.3% | 208,076 | $11.5M |
| SHP Wealth Management | 0.85% | Add +5.3% | 203,082 | $11.2M |
| Sculati Wealth Management, LLC | 3.78% | Add +3.1% | 185,120 | $10.2M |
| PCG Wealth Advisors, LLC | 2.54% | Add +1840.3% | 181,898 | $10.0M |
| Performance Wealth Partners, LLC | 0.29% | Add +21.4% | 181,662 | $10.0M |
| Lido Advisors, LLC | 0.04% | Reduce -27.2% | 177,546 | $9.8M |
| Patriot Financial Group Insurance Agency, LLC | 0.55% | Add +100.6% | 174,898 | $9.7M |
| Kingsview Wealth Management, LLC | 0.13% | Add +312.8% | 174,018 | $9.6M |
| &partners | 0.05% | Add +15.4% | 169,870 | $9.3M |
| Captrust Financial Advisors | 0.02% | Reduce -5.4% | 164,500 | $9.1M |
| Thoroughbred Financial Services, LLC | 0.54% | Add +5.6% | 163,013 | $9.0M |
| Thrivent Financial for Lutherans | 0.02% | Add +1.3% | 162,330 | $9.0M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -6.0% | 161,317 | $8.9M |
| Flagship Wealth Advisors, LLC | 3.78% | Reduce -30.9% | 169,118 | $8.8M |
| Cyr Financial Inc. | 5.08% | Add +12.7% | 156,329 | $8.6M |
| Stifel Financial Corp. | 0.01% | Reduce -25.6% | 156,164 | $8.6M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -45.8% | 153,379 | $8.5M |
| Baird Financial Group, Inc. | 0.01% | Reduce -4.9% | 148,698 | $8.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.1% | 148,070 | $8.2M |
| Stephens Inc. | 0.10% | Add +4.1% | 144,216 | $8.0M |
| Kovack Advisors, Inc. | 0.43% | Reduce -6.4% | 143,560 | $8.0M |
| New Insight Wealth Advisors | 2.84% | Add +5.5% | 143,620 | $7.9M |
| Powers Advisory Group, LLC | 2.74% | Add +21.4% | 140,730 | $7.8M |
| Flow Traders U.S. LLC | 0.24% | Reduce -23.4% | 138,150 | $7.6M |
| Base Wealth Management LLC | 4.24% | Reduce -4.8% | 137,159 | $7.6M |
| Strategic Blueprint, LLC | 0.44% | Add +0.7% | 135,830 | $7.5M |
| Pathway Financial Advisers, LLC | 2.09% | Add +1.3% | 133,693 | $7.4M |
| Centerline Wealth Advisors, LLC | 2.60% | Add +43.4% | 130,873 | $7.2M |
| Neuberger Berman Group LLC | 0.01% | Reduce -0.3% | 130,630 | $7.2M |
| Carbahal Olsen Financial Services Group, LLC | 5.70% | Add +1.6% | 129,048 | $7.1M |
| AA Financial Advisors, LLC | 0.99% | Add +626.2% | 127,428 | $7.0M |
| Investment Advisory Services Group LLC | 6.12% | Add +9.5% | 127,308 | $7.0M |
| Unique Wealth, LLC | 0.97% | Add +104.7% | 126,493 | $7.0M |
| Principal Securities, Inc. | 0.10% | Add +0.2% | 123,893 | $6.8M |
| AdvisorNet Financial, Inc | 0.35% | Add +1.8% | 120,951 | $6.7M |
| Wayfinding Financial, LLC | 2.86% | Reduce -0.9% | 119,084 | $6.6M |
| Kestra Private Wealth Services, LLC | 0.08% | Reduce -0.4% | 114,803 | $6.3M |
| BG Investment Services, LLC | 5.16% | Add +13.4% | 112,559 | $6.2M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.1% | 112,288 | $6.2M |
| Investment Advisory Services Inc. /TX | 1.97% | Add +10.6% | 112,109 | $6.2M |
| Merit Financial Group, LLC | 0.05% | Add +92.0% | 111,521 | $6.2M |
| McGlone Suttner Wealth Management, Inc. | 0.81% | Reduce -0.9% | 111,344 | $6.2M |
| Citizens Financial Group Inc. | 0.09% | Add +2.6% | 111,225 | $6.1M |
| Lineweaver Wealth Advisors, LLC | 0.81% | Reduce -2.0% | 108,448 | $6.0M |
| High Point Wealth Management, LLC | 5.89% | Add +6.4% | 108,147 | $6.0M |
| NewEdge Advisors, LLC | 0.02% | Add +8.4% | 107,702 | $5.9M |
"% of holder's portfolio" is FDVV's weight in each manager's 13F, not the share of Fidelity High Dividend ETF the manager owns.