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 |
| KMG Fiduciary Partners, LLC | 0.43% | Add +2038.6% | 105,712 | $5.8M |
| Marmo Financial Group, LLC | 2.89% | Reduce -3.5% | 105,667 | $5.8M |
| Marshall & Sterling Wealth Advisors Inc. | 3.81% | Add +7.9% | 105,300 | $5.8M |
| Oppenheimer & Co. Inc. | 0.07% | Add +1.6% | 97,640 | $5.4M |
| Elevation Capital Advisory, LLC | 2.22% | Add +120.8% | 94,480 | $5.2M |
| Flagship Harbor Advisors, LLC | 0.23% | Reduce -16.9% | 93,459 | $5.2M |
| Tompkins Financial Corp. | 0.39% | Add +11.1% | 89,332 | $4.9M |
| Valued Retirements, Inc. | 4.82% | Add +1.6% | 89,225 | $4.9M |
| Harbour Investments, Inc. | 0.08% | Add +100.4% | 89,209 | $4.9M |
| Sapient Capital LLC | 0.07% | Add +49.4% | 89,039 | $4.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.1% | 88,154 | $4.9M |
| WCG Wealth Advisors LLC | 0.14% | Add +1.7% | 87,810 | $4.9M |
| Fullerton Advisors, LLC | 5.02% | Add +0.9% | 87,723 | $4.8M |
| Investmark Advisory Group LLC | 2.03% | Reduce -1.2% | 85,894 | $4.7M |
| Summit Financial Wealth Advisors, LLC | 0.66% | Add +23.7% | 84,190 | $4.7M |
| Essex Financial Services, Inc. | 0.26% | Add +0.2% | 83,323 | $4.6M |
| OpenArc Corporate Advisory, LLC | 0.06% | Add +100.5% | 81,947 | $4.5M |
| PFG Advisors | 0.21% | Reduce -0.6% | 78,644 | $4.3M |
| Flagstar Securities, Inc. | 1.51% | Add +13.8% | 75,315 | $4.2M |
| Clearwave Capital, LLC | 2.82% | Add +5.3% | 74,649 | $4.1M |
| Silver Oak Securities, Incorporated | 0.30% | Add +24.0% | 74,132 | $4.1M |
| Farther Finance Advisors, LLC | 0.04% | Add +3.9% | 73,402 | $4.1M |
| Foresight Capital Management Advisors, Inc. | 2.22% | Reduce -0.6% | 72,334 | $4.0M |
| Ethos Financial Group, LLC | 0.29% | New | 72,285 | $4.0M |
| Storen Legacy Partners, LLC | 1.25% | New | 71,982 | $4.0M |
| Koshinski Asset Management, Inc. | 0.25% | Add +32.3% | 71,866 | $4.0M |
| Independent Financial Group, LLC | 0.09% | Add +6.5% | 68,998 | $3.8M |
| Great Valley Advisor Group, Inc. | 0.07% | Add +2.5% | 68,960 | $3.8M |
| Principle Wealth Partners LLC | 0.22% | Reduce -12.7% | 68,140 | $3.8M |
| Axis Wealth Partners, LLC | 1.98% | Add +0.7% | 67,510 | $3.7M |
| Dahring | Cusmano LLC | 2.23% | Add +452.6% | 65,759 | $3.6M |
| Fsa Wealth Partners, Inc. | 1.72% | Reduce -2.7% | 65,357 | $3.6M |
| Slagle Financial, LLC | 1.12% | Add +11.7% | 61,491 | $3.4M |
| Benjamin Edwards Inc. | 0.03% | New | 61,371 | $3.4M |
| Medallion Wealth Advisors, LLC | 1.09% | Add +22.6% | 60,219 | $3.3M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +2.2% | 59,859 | $3.3M |
| RFG - Bristol Wealth Advisors, LLC | 0.88% | Add +14.1% | 59,332 | $3.3M |
| Uptick Partners, LLC | 0.65% | Add +15.8% | 59,316 | $3.3M |
| KFG Wealth Management, LLC | 0.42% | Add +20.1% | 58,974 | $3.3M |
| U.S. Capital Wealth Advisors, LLC | 0.08% | New | 57,390 | $3.2M |
| HBW Advisory Services LLC | 0.32% | Reduce -3.9% | 54,779 | $3.0M |
| Old Mission Investment Co LLC | 0.71% | Reduce -13.2% | 54,760 | $3.0M |
| Castleview Partners, LLC | 1.53% | Reduce -12.5% | 53,925 | $3.0M |
| Savvy Advisors, Inc. | 0.08% | Add +4.8% | 52,922 | $2.9M |
| Advyzon Investment Management, LLC | 0.26% | Add +543.4% | 52,742 | $2.9M |
| Integrity Alliance, Llc. | 0.11% | Add +6.6% | 52,553 | $2.9M |
| Sheets Smith Wealth Management | 0.31% | Reduce -2.3% | 49,646 | $2.7M |
| MAI Capital Management | 0.02% | Add +0.7% | 49,253 | $2.7M |
| Level Four Advisory Services, LLC | 0.09% | Add +1.4% | 48,944 | $2.7M |
| Pinnacle Financial Partners, Inc. | 0.02% | Add +4.8% | 48,897 | $2.7M |
| Dana Investment Advisors, Inc. | 0.08% | Reduce -0.5% | 48,862 | $2.7M |
| GTS Securities LLC | 0.10% | New | 48,570 | $2.7M |
| Oasis Advisors, LLC | 0.52% | Reduce -47.3% | 47,382 | $2.6M |
| Redhawk Wealth Advisors, Inc. | 0.28% | Add +11.8% | 46,267 | $2.6M |
| Hilltop Holdings Inc. | 0.23% | Reduce -1.5% | 45,794 | $2.5M |
| Sunbelt Securities, Inc. | 0.16% | Add +42.6% | 45,741 | $2.5M |
| Sowell Financial Services LLC | 0.09% | Add +19.5% | 44,947 | $2.5M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +13.6% | 44,593 | $2.5M |
| IHT Wealth Management, LLC | 0.06% | Reduce -1.5% | 43,857 | $2.4M |
| S&A Financial Services, Inc. | 1.66% | — | 43,714 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.3% | 43,496 | $2.4M |
| Fortitude Financial, LLC | 1.26% | Reduce -1.5% | 43,249 | $2.4M |
| Barry Investment Advisors, LLC | 0.51% | Reduce -2.7% | 41,963 | $2.3M |
| Pacific Financial Group Inc. | 1.25% | Reduce -1.8% | 41,867 | $2.3M |
| Precedent Wealth Partners, LLC | 0.46% | Add +40.7% | 41,758 | $2.3M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +7.8% | 41,328 | $2.3M |
| DAVENPORT & Co LLC | 0.01% | Add +25.6% | 40,417 | $2.2M |
| Godshalk Welsh Capital Management, Inc. | 1.28% | Add +7.6% | 39,919 | $2.2M |
| Schmidt P J Investment Management Inc. | 0.36% | Add +11.4% | 39,056 | $2.2M |
| International Assets Investment Management, LLC | 0.15% | Reduce -3.4% | 38,214 | $2.1M |
| Sigma Planning Corp | 0.06% | Add +1.4% | 38,280 | $2.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +28.6% | 38,078 | $2.1M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -1.5% | 36,613 | $2.0M |
| Certified Advisory Corp | 0.17% | Reduce -5.3% | 34,484 | $1.9M |
| AE Wealth Management LLC | 0.01% | Add +16.5% | 34,141 | $1.9M |
| Core Wealth Advisors, Inc. | 0.45% | Add +32.6% | 34,074 | $1.9M |
| Primoris Wealth Advisors, LLC | 1.32% | Reduce -3.0% | 34,047 | $1.9M |
| Westside Investment Management, Inc. | 0.29% | Add +7.5% | 33,879 | $1.9M |
| Earned Wealth Advisors, LLC | 0.12% | Reduce -2.4% | 33,590 | $1.9M |
| Atria Investments, Inc | 0.02% | Add +41.0% | 33,344 | $1.8M |
| PFG Investments, LLC | 0.08% | Add +4.8% | 32,883 | $1.8M |
| Silverlake Wealth Management LLC | 0.36% | Reduce -0.4% | 31,067 | $1.7M |
| Mayfair Advisory Group, LLC | 0.60% | No change | 30,999 | $1.7M |
| Ballew Advisors, Inc | 0.96% | Add +0.8% | 29,791 | $1.7M |
| Beam Wealth Advisors, Inc. | 0.42% | Reduce -0.2% | 30,852 | $1.7M |
| Paragon Private Wealth Management, LLC | 0.52% | Add +22.3% | 30,349 | $1.7M |
| B. Riley Wealth Advisors, Inc. | 0.11% | Add +82.7% | 30,443 | $1.6M |
| Cyndeo Wealth Partners, LLC | 0.09% | Add +88.3% | 29,655 | $1.6M |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +10.4% | 28,987 | $1.6M |
| Arwa LLC | 0.79% | Add +44.3% | 27,713 | $1.6M |
| TruWealth Advisors, LLC | 0.08% | Add +4.9% | 28,700 | $1.6M |
| Soltis Investment Advisors LLC | 0.10% | Add +20.5% | 28,390 | $1.6M |
| Capital Analysts, LLC | 0.04% | Add +87.1% | 28,185 | $1.6M |
| Valmark Advisers, Inc. | 0.02% | Reduce -63.3% | 27,681 | $1.5M |
| Mascoma Wealth Management LLC | 0.32% | Reduce -12.7% | 27,627 | $1.5M |
| Element Wealth, LLC | 0.63% | Add +11.7% | 27,354 | $1.5M |
| Octavia Wealth Advisors, LLC | 0.14% | Add +1.7% | 26,491 | $1.5M |
| LongView Wealth Management | 0.36% | Add +52.9% | 25,021 | $1.4M |
| OneAscent Financial Services LLC | 0.08% | Add +27.6% | 25,822 | $1.4M |
| Sovran Advisors, LLC | 0.11% | Reduce -31.2% | 23,922 | $1.4M |
| Integrated Advisors Network LLC | 0.07% | Reduce -23.8% | 25,376 | $1.4M |
| Clare Market Investments LLC | 0.29% | — | 25,300 | $1.4M |
| Perigon Wealth Management, LLC | 0.02% | Reduce -14.0% | 24,546 | $1.4M |
| Everest Financial Group LLC | 0.22% | Add +7.4% | 24,286 | $1.3M |
| Cornerstone Wealth Management, LLC | 0.07% | Add +21.5% | 24,172 | $1.3M |
| ERn Financial, LLC | 0.25% | Add +1.8% | 23,829 | $1.3M |
| Mayflower Financial Advisors, LLC | 0.16% | Add +485.3% | 23,635 | $1.3M |
| Harbor Asset Planning, Inc. | 1.06% | Add +0.8% | 22,824 | $1.3M |
| Private Wealth Partners, LLC | 0.10% | Reduce -2.1% | 22,800 | $1.3M |
| North Star Asset Management Inc. | 0.05% | Add +167.2% | 22,720 | $1.3M |
| CoreCap Advisors, LLC | 0.04% | Reduce -23.3% | 22,669 | $1.3M |
| Diversify Wealth Management, LLC | 0.02% | Reduce -39.6% | 21,403 | $1.3M |
| IFC & Insurance Marketing, Inc. | 1.28% | Reduce -79.8% | 22,160 | $1.2M |
| Founders Financial Securities LLC | 0.07% | Add +5.1% | 21,314 | $1.2M |
| Code Waechter LLC | 0.72% | No change | 21,969 | $1.2M |
| Kingswood Wealth Advisors, LLC | 0.06% | Add +90.9% | 21,648 | $1.2M |
| Prospect Financial Services LLC | 0.73% | Reduce -1.8% | 21,514 | $1.2M |
| Melfa Wealth Management, Inc. | 0.66% | Add +5.3% | 20,786 | $1.1M |
| Investor's Fiduciary Advisor Network, LLC | 0.34% | Reduce -0.6% | 20,117 | $1.1M |
| Forefront Wealth Partners, LLC | 0.46% | Reduce -20.8% | 20,004 | $1.1M |
| Pathfinder Wealth Consulting, Inc. | 0.71% | Add +1.1% | 19,960 | $1.1M |
| Waverly Advisors, LLC | 0.01% | Add +2.3% | 19,881 | $1.1M |
| Cornerstone Planning Group LLC | 0.15% | Add +2182.3% | 18,624 | $1.1M |
| Flputnam Investment Management Co. | 0.02% | Add +1.2% | 19,791 | $1.1M |
| Creative Planning | 0.00% | Add +1.8% | 19,768 | $1.1M |
| LVZ, Inc. | 0.12% | Add +3.2% | 19,547 | $1.1M |
| Florida Financial Advisors, LLC | 0.26% | Add +348.3% | 19,498 | $1.1M |
| Hubbell Strickland Wealth Management, LLC | 0.43% | Add +25.5% | 19,388 | $1.1M |
| High Net Worth Advisory Group LLC | 0.25% | No change | 19,229 | $1.1M |
| CPC Advisors, LLC | 0.17% | Reduce -12.9% | 18,744 | $1.0M |
| Sweeney & Michel, LLC | 0.30% | Add +1.4% | 17,981 | $1.0M |
| Centaurus Financial, Inc. | 0.05% | Reduce -1.0% | 18,432 | $1.0M |
| Onyx Financial Advisors, LLC | 0.42% | Add +16.3% | 18,428 | $1.0M |
| Focus Partners Wealth | 0.00% | Add +43.6% | 18,347 | $1.0M |
| WealthCare Investment Partners, LLC | 0.28% | Add +7.4% | 18,359 | $1.0M |
| Independent Wealth Network Inc. | 0.30% | Add +26.7% | 18,213 | $1.0M |
| Absolute Capital Management, LLC | 0.32% | Reduce -10.8% | 17,580 | $971K |
| XML Financial, LLC | 0.08% | New | 17,439 | $963K |
| Regal Investment Advisors LLC | 0.05% | Add +9.3% | 17,121 | $946K |
| Leigh Baldwin & Co., LLC | 0.60% | Add +10.5% | 16,769 | $926K |
| Fiduciary Alliance LLC | 0.05% | Add +9.3% | 15,587 | $907K |
| Total Clarity Wealth Management, Inc. | 0.21% | Add +124.8% | 16,210 | $895K |
| BXM Wealth LLC | 0.68% | No change | 16,000 | $884K |
| Larson Financial Group LLC | 0.03% | Add +21.8% | 15,911 | $879K |
| Hilton Capital Management, LLC | 0.07% | Reduce -14.8% | 15,865 | $876K |
| Elite Financial, Inc. | 0.39% | Add +156.5% | 15,649 | $864K |
| Nova Wealth Management, Inc. | 0.56% | Add +13.0% | 15,504 | $856K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -21.5% | 15,070 | $833K |
| Gallagher Fiduciary Advisors, LLC | 0.03% | Add +0.8% | 15,022 | $830K |
| Ameritas Advisory Services, LLC | 0.03% | Add +1.1% | 14,498 | $801K |
| Blue Water Asset Management | 0.27% | Add +1.1% | 14,368 | $794K |
| LeClair Wealth Partners LLC | 0.27% | New | 14,368 | $794K |
| Rollins Financial Advisors, LLC | 0.12% | Reduce -3.5% | 14,194 | $784K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -18.5% | 13,872 | $766K |
| Glassman Wealth Services | 0.10% | No change | 13,850 | $765K |
| Brookstone Capital Management | 0.01% | New | 13,561 | $749K |
| Community Trust & Investment Co. | 0.04% | Reduce -4.1% | 13,456 | $743K |
| Brown Advisory Inc. | 0.00% | No change | 13,456 | $743K |
| CDM Financial Counseling Services, Inc. | 0.70% | Reduce -3.2% | 13,302 | $735K |
| Golden State Wealth Management, LLC | 0.08% | Reduce -60.8% | 13,162 | $727K |
| Signal Advisors Wealth, LLC | 0.05% | Add +0.6% | 12,748 | $704K |
| First Heartland Consultants, Inc. | 0.05% | New | 12,650 | $699K |
| Nicolet Bankshares Inc. | 0.03% | New | 12,605 | $698K |
| Financial Management, Inc. | 0.65% | New | 12,609 | $697K |
| Gaddis Premier Wealth Advisors LLC | 0.51% | Add +7.3% | 12,478 | $689K |
| bLong Financial, LLC | 0.52% | New | 12,376 | $684K |
| Mark Sheptoff Financial Planning, LLC | 0.36% | Add +9745.8% | 11,618 | $683K |
| Plus Group Wealth Advisors LLC | 0.74% | Add +7.9% | 12,221 | $675K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.08% | Add +5.8% | 12,068 | $667K |
| Tandem Capital Management Corp. | 0.33% | Add +3.2% | 12,020 | $664K |
| Focus Financial Network, Inc. | 0.02% | Add +2.7% | 11,936 | $659K |
| Two Sigma Investments, LP | 0.00% | New | 11,700 | $646K |
| Wealth Management Associates, Inc. | 0.22% | Add +4.3% | 11,668 | $645K |
| Spartan Wealth Advisory Services LLC | 0.06% | — | 11,500 | $635K |
| Valley National Advisers Inc. | 0.08% | Add +3.2% | 11,518 | $635K |
| M Holdings Securities, Inc. | 0.04% | Reduce -6.1% | 10,699 | $633K |
| Fairvoy Private Wealth, LLC | 0.15% | Add +41.5% | 11,397 | $630K |
| Ancora Advisors LLC | 0.01% | Add +1.0% | 11,383 | $629K |
| StoneX Group Inc. | 0.03% | Add +98.3% | 11,248 | $621K |
| Accurate Wealth Management, LLC | 0.07% | Reduce -4.8% | 10,827 | $620K |
| Live Oak Investment Partners | 0.36% | Reduce -30.1% | 11,184 | $618K |
| Evoke Wealth, LLC | 0.01% | Add +47.8% | 10,827 | $598K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.24% | New | 10,664 | $589K |
| RCS Financial Planning, LLC | 0.30% | New | 10,310 | $570K |
| Sound Income Strategies, LLC | 0.03% | Add +8.8% | 10,114 | $560K |
| Liberty Wealth Management LLC | 0.07% | Add +6.7% | 10,008 | $553K |
| Widmann Financial Services, Inc. | 0.33% | Add +2.1% | 9,932 | $549K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -75.0% | 9,840 | $544K |
| Brown, Lisle/Cummings, Inc. | 0.13% | Reduce -2.0% | 9,775 | $540K |
| LaSalle St. Investment Advisors, LLC | 0.08% | Reduce -34.8% | 9,774 | $540K |
| Monetary Solutions, Ltd | 0.52% | Add +1976.1% | 9,654 | $533K |
| Arax Advisory Partners | 0.01% | Reduce -66.1% | 9,574 | $529K |
| Crescent Grove Advisors, LLC | 0.05% | Add +24.6% | 9,179 | $507K |
| Investment Advisory Group, LLC | 0.13% | Reduce -3.0% | 9,153 | $506K |
| GWN Securities Inc. | 0.10% | Add +11.9% | 9,108 | $503K |
| Redwood Financial Network Corp | 0.33% | Add +52.6% | 9,106 | $503K |
| Catalyst Financial Partners LLC | 0.06% | Add +49.2% | 8,962 | $495K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +128.6% | 8,786 | $485K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +5.7% | 8,698 | $480K |
| Ball & Co Wealth Management Inc. | 0.40% | Add +5.6% | 8,706 | $480K |
| JGP Wealth Management, LLC | 0.05% | Add +0.1% | 8,381 | $463K |
| Advisory Alpha, LLC | 0.01% | Add +60.5% | 8,328 | $460K |
| Moors & Cabot, Inc. | 0.02% | Reduce -2.4% | 8,222 | $454K |
| Keel Point, LLC | 0.03% | Reduce -3.0% | 8,023 | $443K |
| PKS Advisory Services, LLC | 0.10% | Add +4.1% | 7,913 | $437K |
| 180 Wealth Advisors, LLC | 0.05% | Reduce -0.4% | 7,905 | $437K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 7,899 | $436K |
| Clearstead Advisors, LLC | 0.00% | Add +853.2% | 7,883 | $435K |
| Smith, Moore & Co. | 0.03% | Add +20.7% | 7,790 | $430K |
| Brown Miller Wealth Management, LLC | 0.12% | Reduce -9.5% | 7,786 | $430K |
| Anfield Capital Management, LLC | 0.12% | New | 7,772 | $429K |
| Smithfield Trust Co | 0.02% | No change | 7,600 | $420K |
| Permanent Capital Management, LP | 0.07% | No change | 7,097 | $419K |
| Advisor OS, LLC | 0.03% | Add +0.7% | 7,557 | $417K |
| Two Sigma Securities, LLC | 0.05% | New | 7,460 | $412K |
| Gateway Wealth Partners, LLC | 0.02% | Add +65.9% | 7,414 | $409K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1.4% | 7,332 | $405K |
| Moneco Advisors, LLC | 0.03% | Add +0.7% | 7,273 | $402K |
| Assetmark, Inc. | 0.00% | Add +260.7% | 7,221 | $399K |
| Rehmann Capital Advisory Group | 0.02% | Add +26.4% | 7,192 | $397K |
| Stirlingshire Investments, Inc. | 0.35% | Reduce -1.7% | 7,143 | $395K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -9.5% | 7,130 | $394K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -39.7% | 7,076 | $391K |
| Wetzel Investment Advisors, Inc. | 0.15% | Add +51.5% | 6,811 | $376K |
| Optivise Advisory Services LLC | 0.23% | New | 6,785 | $375K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -19.2% | 6,690 | $370K |
| Mission Wealth Management, LP | 0.01% | Add +0.6% | 6,685 | $369K |
| Midwest Financial Network, LLC | 0.29% | New | 6,647 | $367K |
| Tranquility Partners, LLC | 0.14% | No change | 6,590 | $364K |
| Tidemark, LLC | 0.09% | Add +8.3% | 6,543 | $361K |
| Summit Financial, LLC | 0.00% | New | 6,519 | $360K |
| CreativeOne Wealth, LLC | 0.01% | Add +11.3% | 6,501 | $359K |
| New England Private Wealth Advisors LLC | 0.04% | Add +0.6% | 6,477 | $358K |
| TritonPoint Partners, LLC | 0.13% | New | 6,303 | $348K |
| Lanark Financial, Inc. | 0.03% | Reduce -1.6% | 6,283 | $347K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +6.1% | 6,275 | $347K |
| Prospera Financial Services Inc | 0.01% | New | 6,244 | $345K |
| Advisors Preferred, LLC | 0.05% | Add +74.9% | 6,242 | $345K |
| Novem Group | 0.04% | Add +10.4% | 6,113 | $338K |
| Capital Advisors Wealth Management, LLC | 0.04% | Add +2.5% | 6,068 | $335K |
| Southland Equity Partners LLC | 0.07% | Add +16.3% | 6,054 | $334K |
| Milestone Asset Management, LLC | 0.06% | New | 6,016 | $332K |
| Keybank National Association | 0.00% | No change | 6,008 | $332K |
| United Bank | 0.11% | New | 5,978 | $330K |
| Clarity Asset Management, Inc. | 0.17% | New | 5,933 | $328K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 5,841 | $323K |
| Aspect Partners, LLC | 0.13% | No change | 5,840 | $323K |
| Centurion Wealth Management LLC | 0.07% | Add +2.4% | 5,829 | $322K |
| Shared Vision Wealth Group LLC | 0.13% | Add +0.9% | 5,752 | $318K |
| Betterment LLC | 0.00% | Reduce -38.7% | 5,648 | $312K |
| Accelerate Investment Advisors LLC | 0.21% | Add +0.3% | 5,597 | $309K |
| Shelton Capital Management | 0.01% | New | 5,567 | $308K |
| SageOak Financial, LLC | 0.22% | Reduce -8.0% | 5,567 | $308K |
| Strengthening Families & Communities, LLC | 0.08% | New | 5,547 | $306K |
| Split Rock Private Trading & Wealth Management, LLC | 0.23% | Reduce -10.2% | 5,422 | $300K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | No change | 5,420 | $299K |
| Financial Perspectives, Inc | 0.08% | Add +0.2% | 5,354 | $296K |
| Atlas Brown,Inc. | 0.09% | Add +0.2% | 5,325 | $294K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +0.4% | 5,324 | $294K |
| Quotient Wealth Partners, LLC | 0.01% | New | 5,305 | $293K |
| Choreo, LLC | 0.00% | Add +1.4% | 5,274 | $291K |
| MWA Asset Management | 0.16% | Reduce -0.8% | 5,198 | $287K |
| Fisher Asset Management | 0.00% | New | 5,190 | $287K |
| Planning Directions Inc. | 0.14% | Add +0.8% | 5,144 | $284K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 5,066 | $280K |
| Herold Advisors, Inc. | 0.06% | New | 5,057 | $279K |
| Southern Capital Advisors, LLC | 0.13% | No change | 5,000 | $276K |
| Greykasell Wealth Strategies, Inc. | 0.11% | No change | 4,835 | $267K |
| Ellis Investment Partners, LLC | 0.05% | Reduce -4.0% | 4,785 | $264K |
| Greenwich Wealth Management LLC | 0.01% | No change | 4,694 | $259K |
| Compass Ion Advisors, LLC | 0.02% | Reduce -3.5% | 4,673 | $258K |
| TFB Advisors LLC | 0.13% | Reduce -51.8% | 4,666 | $258K |
| Garton & Associates Financial Advisors LLC | 0.21% | Add +11.0% | 4,656 | $257K |
| Coastal Bridge Advisors, LLC | 0.02% | Add +0.8% | 4,600 | $254K |
| MKD Wealth Coaches, LLC | 0.25% | Add +0.8% | 4,580 | $253K |
| Northern Trust Corp. | 0.00% | Reduce -16.8% | 4,534 | $250K |
| First Foundation Advisors | 0.01% | No change | 4,500 | $249K |
| Portfolio Resources Advisor Group, Inc. | 0.24% | No change | 4,423 | $244K |
| ZEGA Investments, LLC | 0.05% | No change | 4,407 | $243K |
| MJP Associates Inc. | 0.03% | No change | 4,407 | $243K |
| Fiscal Wisdom Wealth Management, LLC | 0.23% | Add +1.2% | 4,406 | $243K |
| Forge Financial Services LLC | 0.02% | New | 4,403 | $243K |
| Level Wealth Management LLC | 0.11% | Add +0.7% | 4,376 | $242K |
| Ameriflex Group, Inc. | 0.12% | Add +14.0% | 4,371 | $241K |
| Curi Capital, LLC | 0.00% | New | 4,347 | $240K |
| PUREfi Wealth, LLC | 0.16% | New | 4,287 | $237K |
| Mutual Advisors, LLC | 0.01% | Reduce -34.4% | 4,280 | $236K |
| Next Level Wealth Planning, LLC | 0.12% | Add +0.2% | 4,258 | $235K |
| Baker Avenue Asset Management, LP | 0.01% | Add +4.8% | 4,257 | $235K |
| Coordinated Financial Services, Inc. | 0.14% | New | 4,220 | $233K |
| Westbourne Investments, Inc. | 0.11% | New | 4,209 | $233K |
| Rhodes Investment Advisors Inc. | 0.20% | Reduce -9.2% | 4,205 | $232K |
| Breakwater Capital Group | 0.03% | New | 4,188 | $231K |
| Obsidian Cio, LLC | 0.21% | Add +0.8% | 4,175 | $231K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -0.4% | 4,148 | $229K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +273.0% | 4,103 | $227K |
| Strategic Family Wealth Counselors, L.L.C. | 0.06% | Add +0.8% | 4,087 | $226K |
| NFSG Corp | 0.04% | Add +0.7% | 4,050 | $224K |
| Financial Concepts Unlimited, Inc. | 0.20% | — | 3,981 | $220K |
| Anchor Investment Management, LLC | 0.02% | Add +0.4% | 3,969 | $219K |
| First Trust Advisors LP | 0.00% | Reduce -12.4% | 3,951 | $218K |
| Headinvest, LLC | 0.04% | New | 3,885 | $215K |
| Aldebaran Financial Inc. | 0.20% | No change | 3,762 | $208K |
| Bank of Montreal | 0.00% | No change | 3,737 | $206K |
| Delta Investment Management, LLC | 0.04% | New | 3,729 | $206K |
| Madison Wealth Partners, Inc | 0.03% | New | 3,663 | $202K |
| LifeSteps Financial, Inc. | 0.13% | New | 3,651 | $202K |
| Proactive Wealth Strategies LLC | 0.04% | New | 3,644 | $201K |
| Destiny Capital Corp | 0.11% | No change | 3,631 | $201K |
| BlackRock, Inc. | 0.00% | New | 3,490 | $193K |
| Keating Financial Advisory Services, Inc. | 0.03% | Add +113.4% | 3,430 | $189K |
| Creative Financial Designs Inc. | 0.01% | Add +56.0% | 3,331 | $184K |
| Vision Retirement, LLC | 0.05% | New | 3,209 | $177K |
| ADG Wealth Management Group, LLC | 0.12% | New | 3,040 | $168K |
| Hoese & Co LLP | 0.12% | No change | 3,000 | $166K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +31.5% | 2,552 | $141K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +0.2% | 2,374 | $131K |
| Glenmede Trust Co. NA | 0.00% | Add +330.2% | 2,366 | $131K |
| Mosley Wealth Management | 0.06% | New | 2,313 | $129K |
| Glass Jacobson Investment Advisors llc | 0.04% | Add +63.1% | 2,218 | $123K |
| Quest 10 Wealth Builders, Inc. | 0.10% | Add +8.0% | 2,160 | $119K |
| Glen Eagle Advisors, LLC | 0.02% | Add +4.3% | 2,086 | $115K |
| Bogart Wealth, LLC | 0.00% | Add +17.4% | 2,080 | $115K |
| Fifth Third Bancorp | 0.00% | Add +1802.0% | 1,902 | $105K |
| Godsey & Gibb, Inc. | 0.01% | No change | 1,475 | $81K |
| US Bancorp \de | 0.00% | Reduce -74.5% | 1,361 | $75K |
| Hilton Head Capital Partners, LLC | 0.04% | Add +0.8% | 1,327 | $73K |
| Roxbury Financial LLC | 0.06% | No change | 1,173 | $65K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -0.3% | 1,156 | $64K |
| Meramec Financial Planners, LLC | 0.02% | New | 1,059 | $63K |
| Bessemer Group Inc. | 0.00% | New | 1,020 | $56K |
| Godfrey Financial Associates, Inc. | 0.05% | No change | 1,000 | $55K |
| Abound Wealth Management | 0.01% | Add +0.1% | 927 | $51K |
| Citigroup Inc. | 0.00% | Reduce -28.6% | 861 | $48K |
| MidFirst Bank | 0.00% | New | 793 | $44K |
| Horrell Capital Management, Inc. | 0.02% | No change | 750 | $41K |
| Dunhill Financial, LLC | 0.01% | Add +0.7% | 733 | $41K |
| Oakworth Capital, Inc. | 0.00% | No change | 691 | $38K |
| PlanVest Financial, Inc | 0.03% | — | 690 | $38K |
| Global Assets Advisory, LLC | 0.01% | New | 647 | $36K |
| Vanguard Advisers Inc. | 0.00% | — | 631 | $35K |
| Signaturefd, LLC | 0.00% | Add +0.2% | 622 | $34K |
| IMA Advisory Services, Inc. | 0.00% | No change | 560 | $31K |
| Mb, Levis & Associates, LLC | 0.01% | Add +0.9% | 553 | $31K |
| Darwin Wealth Management, LLC | 0.01% | Add +0.8% | 525 | $29K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 482 | $27K |
| JNBA Financial Advisors | 0.00% | Reduce -17.4% | 476 | $26K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 447 | $25K |
| Evermay Wealth Management LLC | 0.00% | Reduce -26.3% | 442 | $24K |
| Chilton Capital Management LLC | 0.00% | No change | 409 | $23K |
| Avalon Trust Co | 0.00% | No change | 400 | $22K |
| Archer Investment Corp | 0.00% | Reduce -88.2% | 389 | $21K |
| Lloyd Advisory Services, LLC. | 0.01% | New | 365 | $20K |
| Kingdom Financial Group LLC. | 0.01% | Add +0.8% | 365 | $20K |
| North Star Investment Management Corp. | 0.00% | No change | 329 | $18K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -18.7% | 327 | $18K |
| Front Row Advisors LLC | 0.01% | No change | 282 | $16K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 244 | $13K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 236 | $13K |
| UBS Group AG | 0.00% | Reduce -92.6% | 203 | $11K |
| CX Institutional | 0.00% | Add +1.1% | 191 | $11K |
| True Wealth Design, LLC | 0.00% | New | 194 | $11K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 184 | $10K |
| TD Capital Management LLC | 0.00% | Add +0.6% | 178 | $10K |
| Simplex Trading, LLC | 0.00% | New | 150 | $8K |
| Jones Financial Companies LLLP | 0.00% | Add +0.0% | 152 | $8K |
| Key Financial Inc | 0.00% | No change | 135 | $7K |
| Ascentis Independent Advisors | 0.00% | New | 103 | $6K |
| Triumph Capital Management | 0.00% | New | 100 | $6K |
| PNC Financial Services Group, Inc. | 0.00% | New | 93 | $5K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 77 | $4K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 76 | $4K |
| Financial Consulate, Inc. | 0.00% | New | 75 | $4K |
| Coston, McIsaac & Partners | 0.00% | No change | 81 | $4K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 67 | $4K |
| Root Financial Partners, LLC | 0.00% | No change | 57 | $3K |
| Spire Wealth Management | 0.00% | Reduce -63.1% | 52 | $3K |
| LRI Investments, LLC | 0.00% | No change | 49 | $3K |
| Private Trust Co. NA | 0.00% | No change | 44 | $2K |
| Howe & Rusling Inc. | 0.00% | No change | 42 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 40 | $2K |
| Cordant, Inc. | 0.00% | New | 27 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +100.0% | 22 | $1K |
| McGuire Capital Advisors Inc. | 0.00% | New | 15 | $829 |
| BNP Paribas Financial Markets | 0.00% | New | 15 | $829 |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 12 | $663 |
| National Bank of Canada | 0.00% | No change | 12 | $663 |
| Costello Asset Management, INC | 0.00% | No change | 10 | $561 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 2 | $111 |
"% of holder's portfolio" is FDVV's weight in each manager's 13F, not the share of Fidelity High Dividend ETF the manager owns.