Fidelity Fndmntl L/C Cor ETFFFLCETF
13F holders, Q4 2024 (December 31)65holders +14
11new positions
3sold out
1famous investor
$45.96avg. 13F price*
At the end of Q4 2024, 65 institutions reported holding Fidelity Fndmntl L/C Cor ETF (FFLC) in their 13F filings, up 14 from Q3 2024. 11 opened new positions and 3 sold out. The largest holders were Mariner, LLC ($50.5M), Socha Financial Group, LLC ($47.6M) and Commonwealth Equity Services, LLC ($36.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fidelity Fndmntl L/C Cor ETF
- CUSIP
- 316092360
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $58.7M |
| Exits | 3 | $431K |
All 13F filers, Q3 2024 → Q4 2024: 2,476,095 shares bought and 106,359 shares sold, net +2,369,736 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 65 holders
| Mariner, LLC | 0.08% | Add +3.7% | 1,100,068 | $50.5M |
| Socha Financial Group, LLC | 22.32% | New | 1,037,527 | $47.6M |
| Commonwealth Equity Services, LLC | 0.05% | Add +59.0% | 793,432 | $36.4M |
| LPL Financial LLC | 0.01% | Add +105.6% | 540,106 | $24.8M |
| Beaumont Financial Advisors, LLC | 1.69% | Reduce -3.7% | 490,785 | $22.5M |
| Novem Group | 3.22% | — | 472,546 | $21.7M |
| Sanctuary Advisors, LLC | 0.09% | Reduce -2.3% | 302,919 | $14.4M |
| Atria Investments, Inc | 0.16% | Add +1613.4% | 274,086 | $12.6M |
| Kestra Advisory Services, LLC | 0.06% | Add +3.7% | 257,453 | $11.8M |
| Dahring | Cusmano LLC | 9.59% | — | 230,454 | $10.6M |
| Kovack Advisors, Inc. | 1.01% | Add +68.9% | 223,275 | $10.2M |
| Schorn Wealth LLC | 3.10% | Add +15.7% | 208,015 | $9.5M |
| Atria Wealth Solutions, Inc. | 0.08% | Add +42.8% | 150,014 | $6.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.0% | 136,862 | $6.3M |
| Nations Financial Group Inc, /Ia/ | 0.45% | New | 133,690 | $6.1M |
| MML Investors Services, LLC | 0.02% | Add +3.0% | 118,588 | $5.4M |
| Harbour Investments, Inc. | 0.13% | Reduce -0.3% | 95,543 | $4.4M |
| Kestra Private Wealth Services, LLC | 0.07% | Reduce -2.8% | 93,042 | $4.3M |
| Flow Traders U.S. LLC | 0.15% | Add +26.1% | 79,424 | $3.6M |
| Osaic Holdings, Inc. | 0.01% | Add +82.3% | 63,796 | $2.9M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +244.3% | 57,708 | $2.6M |
| Per Stirling Capital Management, LLC. | 0.32% | Add +59.0% | 49,514 | $2.3M |
| Dana Investment Advisors, Inc. | 0.06% | Reduce -1.6% | 40,567 | $1.9M |
| GTS Securities LLC | 0.09% | New | 38,135 | $1.8M |
| Thoroughbred Financial Services, LLC | 0.10% | Add +50.3% | 37,115 | $1.7M |
| Royal Bank of Canada | 0.00% | Reduce -11.6% | 33,232 | $1.5M |
| New Covenant Trust Company, N.A. | 1.39% | Reduce -13.9% | 30,439 | $1.4M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -4.5% | 23,406 | $1.1M |
| OneAscent Financial Services LLC | 0.09% | New | 22,290 | $1.0M |
| Equitable Holdings, Inc. | 0.01% | Add +102.2% | 19,582 | $899K |
| Oppenheimer & Co. Inc. | 0.01% | New | 18,960 | $870K |
| Foundations Investment Advisors, LLC | 0.01% | Add +2.6% | 16,004 | $734K |
| Ameritas Advisory Services, LLC | 0.02% | Add +129.6% | 13,029 | $598K |
| Sigma Planning Corp | 0.02% | Add +7.6% | 12,715 | $583K |
| Vantage Financial Partners, LLC | 0.12% | No change | 10,101 | $464K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Reduce -3.8% | 9,718 | $446K |
| Citadel Advisors | 0.00% | New | 8,240 | $378K |
| Integrated Wealth Concepts LLC | 0.00% | New | 7,526 | $345K |
| Jane Street Group, LLC | 0.00% | Reduce -88.4% | 7,266 | $333K |
| Moneco Advisors, LLC | 0.04% | No change | 7,245 | $332K |
| Elm3 Financial Group, LLC | 0.27% | — | 6,837 | $314K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +8.6% | 6,782 | $311K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -7.2% | 6,606 | $303K |
| Compass Capital Corp. /Ma/ | 0.11% | — | 6,145 | $293K |
| Avantax Advisory Services, Inc. | 0.00% | New | 5,678 | $261K |
| Visionary Wealth Advisors | 0.01% | Reduce -5.7% | 5,175 | $237K |
| Susquehanna International Group, LLP | 0.00% | Reduce -3.3% | 5,150 | $236K |
| Thompson David Blair | 0.17% | — | 5,058 | $232K |
| Advisory Services Network, LLC | 0.00% | New | 4,632 | $213K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +0.1% | 4,567 | $210K |
| FMR LLC | 0.00% | Add +327800.0% | 3,279 | $150K |
| Cwm, LLC | 0.00% | Add +113.6% | 2,604 | $119K |
| AdvisorNet Financial, Inc | 0.01% | No change | 2,289 | $105K |
| Comerica Bank | 0.00% | No change | 1,909 | $88K |
| UBS Group AG | 0.00% | New | 1,712 | $79K |
| Montag A & Associates Inc. | 0.00% | No change | 956 | $44K |
| Rosenberg Matthew Hamilton | 0.01% | New | 937 | $43K |
| Principal Securities, Inc. | 0.00% | Add +0.2% | 504 | $23K |
| Creative Financial Designs Inc. | 0.00% | Add +0.2% | 493 | $23K |
| Bank of Montreal | 0.00% | No change | 320 | $15K |
| Principia Wealth Advisory, LLC | 0.01% | — | 225 | $10K |
| Tradewinds Capital Management, LLC | 0.00% | Add +1.7% | 180 | $8K |
| Central Pacific Bank - Trust Division | 0.00% | Add +32.2% | 160 | $7K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 130 | $6K |
| Morgan Stanley | 0.00% | No change | 120 | $6K |
"% of holder's portfolio" is FFLC's weight in each manager's 13F, not the share of Fidelity Fndmntl L/C Cor ETF the manager owns.