Fidelity US Multifactor ETFFLRGETF

13F holders, Q2 2024 (June 30)
17holders +4
5new positions
1sold out
1famous investor
$31.57avg. 13F price*

At the end of Q2 2024, 17 institutions reported holding Fidelity US Multifactor ETF (FLRG) in their 13F filings, up 4 from Q1 2024. 5 opened new positions and 1 sold out. The largest holders were Commonwealth Equity Services, LLC ($25.8M), Sowell Financial Services LLC ($4.8M) and Cetera Investment Advisers ($1.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Fidelity US Multifactor ETF
CUSIP
316092378
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 13Q1 2024Q2 2024: 17Q2 2024Q3 2024: 18Q3 2024Q4 2024: 23Q4 2024Q1 2025: 29Q1 2025Q2 2025: 37Q2 2025Q3 2025: 46Q3 2025Q4 2025: 44Q4 2025Q1 2026: 45Q1 2026Q2 2026: 47Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions5$1.1M
Exits1$302K

All 13F filers, Q1 2024 → Q2 2024: 137,417 shares bought and 87,476 shares sold, net +49,941 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 17 holders

Commonwealth Equity Services, LLC 0.04% Reduce -4.8% 817,492 $25.8M
Sowell Financial Services LLC 0.23% Add +175.0% 151,810 $4.8M
Cetera Investment Advisers 0.00% Add +1.3% 51,282 $1.6M
Citadel Advisors 0.00% New 25,647 $810K
World Investment Advisors 0.04% Reduce -0.5% 20,500 $647K
Susquehanna International Group, LLP 0.00% Reduce -48.9% 18,822 $594K
Cambridge Investment Research Advisors, Inc. 0.00% Add +46.5% 15,212 $480K
Forthright Family Wealth Advisory LLC 0.16% New 7,978 $252K
Arkadios Wealth Advisors 0.01% Reduce -73.5% 6,522 $206K
Osaic Holdings, Inc. 0.00% Reduce -24.5% 1,484 $47K
FMR LLC 0.00% Add +127.5% 1,199 $38K
Sunbelt Securities, Inc. 0.00% Add +0.3% 1,148 $36K
Principal Securities, Inc. 0.00% Add +0.4% 1,018 $32K
International Assets Investment Management, LLC 0.00% New 584 $18K
Bank of Montreal 0.00% New 440 $14K
UBS Group AG 0.00% New 20 $631
Morgan Stanley 0.00% No change 1 $49

"% of holder's portfolio" is FLRG's weight in each manager's 13F, not the share of Fidelity US Multifactor ETF the manager owns.