Fidelity Fndmntl L/C Cor ETFFFLCETF
13F holders, Q1 2025 (March 31)81holders +16
23new positions
7sold out
1famous investor
$43.50avg. 13F price*
At the end of Q1 2025, 81 institutions reported holding Fidelity Fndmntl L/C Cor ETF (FFLC) in their 13F filings, up 16 from Q4 2024. 23 opened new positions and 7 sold out. The largest holders were Socha Financial Group, LLC ($51.2M), Mariner, LLC ($47.6M) and Commonwealth Equity Services, LLC ($39.5M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $24.6M |
| Exits | 7 | $6.9M |
All 13F filers, Q4 2024 → Q1 2025: 1,481,617 shares bought and 803,712 shares sold, net +677,905 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 81 holders
| Socha Financial Group, LLC | 25.01% | Add +13.4% | 1,176,519 | $51.2M |
| Mariner, LLC | 0.08% | Reduce -0.5% | 1,094,090 | $47.6M |
| Commonwealth Equity Services, LLC | 0.06% | Add +14.4% | 907,818 | $39.5M |
| LPL Financial LLC | 0.01% | Reduce -20.8% | 427,996 | $18.6M |
| Beaumont Financial Advisors, LLC | 1.20% | Reduce -28.2% | 352,496 | $15.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +130.4% | 315,301 | $13.7M |
| Novem Group | 1.76% | Reduce -39.2% | 287,219 | $12.5M |
| Kestra Advisory Services, LLC | 0.06% | Add +5.1% | 270,571 | $11.8M |
| Dahring | Cusmano LLC | 10.12% | Add +17.2% | 270,060 | $11.7M |
| Atria Investments, Inc | 0.14% | Reduce -6.3% | 256,764 | $11.2M |
| Schorn Wealth LLC | 3.32% | Add +11.3% | 231,430 | $10.1M |
| Kovack Advisors, Inc. | 1.03% | Add +0.2% | 223,787 | $9.7M |
| Sanctuary Advisors, LLC | 0.07% | Reduce -26.5% | 222,594 | $9.7M |
| Atria Wealth Solutions, Inc. | 0.09% | Add +11.0% | 166,571 | $7.2M |
| Onyx Bridge Wealth Group LLC | 0.95% | New | 152,667 | $6.6M |
| Nations Financial Group Inc, /Ia/ | 0.48% | Add +8.5% | 145,061 | $6.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | New | 136,304 | $5.9M |
| Concurrent Investment Advisors, LLC | 0.14% | Add +121.8% | 127,983 | $5.6M |
| Citadel Advisors | 0.00% | Add +1246.9% | 110,983 | $4.8M |
| Jane Street Group, LLC | 0.01% | Add +1395.3% | 108,652 | $4.7M |
| Harbour Investments, Inc. | 0.13% | Add +11.5% | 106,503 | $4.6M |
| Kestra Private Wealth Services, LLC | 0.05% | Reduce -18.9% | 75,462 | $3.3M |
| Osaic Holdings, Inc. | 0.01% | Add +5.0% | 66,975 | $2.9M |
| MML Investors Services, LLC | 0.01% | Reduce -45.8% | 64,286 | $2.8M |
| OneAscent Financial Services LLC | 0.18% | Add +184.8% | 63,491 | $2.8M |
| Thoroughbred Financial Services, LLC | 0.16% | Add +61.4% | 59,894 | $2.6M |
| Anson Capital, Inc. | 2.17% | New | 57,927 | $2.5M |
| Orion Porfolio Solutions, LLC | 0.02% | New | 52,142 | $2.3M |
| Orion Portfolio Solutions, LLC | 0.02% | New | 52,142 | $2.3M |
| IFG Advisory, LLC | 0.09% | New | 39,350 | $1.7M |
| Dana Investment Advisors, Inc. | 0.06% | Reduce -3.7% | 39,078 | $1.7M |
| New Covenant Trust Company, N.A. | 1.39% | Reduce -0.1% | 30,401 | $1.3M |
| Equitable Holdings, Inc. | 0.01% | Add +40.9% | 27,594 | $1.2M |
| Royal Bank of Canada | 0.00% | Reduce -25.7% | 24,692 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +0.3% | 23,488 | $1.0M |
| Per Stirling Capital Management, LLC. | 0.14% | Reduce -54.8% | 22,398 | $974K |
| Oppenheimer & Co. Inc. | 0.01% | No change | 18,960 | $825K |
| Foundations Investment Advisors, LLC | 0.02% | Add +17.7% | 18,831 | $819K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | New | 15,704 | $683K |
| Tempus Wealth Planning, LLC | 0.18% | New | 14,021 | $610K |
| Flagship Wealth Advisors, LLC | 0.25% | New | 13,767 | $599K |
| Brown Advisory Inc. | 0.00% | New | 10,480 | $456K |
| Vantage Financial Partners, LLC | 0.11% | No change | 10,101 | $439K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Add +0.3% | 9,750 | $423K |
| Elm3 Financial Group, LLC | 0.33% | Add +25.2% | 8,557 | $372K |
| Sigma Planning Corp | 0.01% | Reduce -33.1% | 8,501 | $370K |
| Integrated Wealth Concepts LLC | 0.00% | Add +10.7% | 8,330 | $362K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +20.7% | 7,974 | $347K |
| Avantax Advisory Services, Inc. | 0.00% | Add +32.1% | 7,501 | $326K |
| Perigon Wealth Management, LLC | 0.01% | New | 7,250 | $315K |
| Moneco Advisors, LLC | 0.03% | No change | 7,245 | $315K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.1% | 6,787 | $295K |
| Kane Investment Management, Inc. | 0.12% | New | 5,848 | $254K |
| Belpointe Asset Management LLC | 0.01% | New | 5,278 | $230K |
| Visionary Wealth Advisors | 0.01% | No change | 5,175 | $225K |
| UBS Group AG | 0.00% | Add +201.9% | 5,168 | $225K |
| FMR LLC | 0.00% | Add +3.4% | 3,390 | $147K |
| Cwm, LLC | 0.00% | Add +12.6% | 2,933 | $128K |
| Rosenberg Matthew Hamilton | 0.03% | Add +185.7% | 2,677 | $116K |
| JPMorgan Chase & Co. | 0.00% | Add +0.0% | 2,544 | $111K |
| AdvisorNet Financial, Inc | 0.01% | No change | 2,289 | $100K |
| Comerica Bank | 0.00% | No change | 1,909 | $83K |
| PNC Financial Services Group, Inc. | 0.00% | New | 1,510 | $66K |
| Montag A & Associates Inc. | 0.00% | No change | 956 | $42K |
| Principia Wealth Advisory, LLC | 0.04% | Add +313.3% | 930 | $39K |
| Ameriflex Group, Inc. | 0.01% | New | 582 | $25K |
| Qube Research & Technologies Ltd | 0.00% | New | 557 | $24K |
| Principal Securities, Inc. | 0.00% | No change | 504 | $23K |
| Creative Financial Designs Inc. | 0.00% | Add +0.4% | 495 | $22K |
| Sound Income Strategies, LLC | 0.00% | New | 485 | $21K |
| Coston, McIsaac & Partners | 0.01% | New | 427 | $18K |
| Bank of Montreal | 0.00% | No change | 320 | $14K |
| Private Trust Co. NA | 0.00% | New | 245 | $11K |
| Spire Wealth Management | 0.00% | New | 201 | $9K |
| Tradewinds Capital Management, LLC | 0.00% | Add +7.8% | 194 | $8K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 160 | $7K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 130 | $6K |
| Morgan Stanley | 0.00% | No change | 120 | $5K |
| Clearstead Trust, LLC | 0.00% | New | 104 | $5K |
| Sunbelt Securities, Inc. | 0.00% | New | 100 | $4K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 33 | $1K |
"% 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.