Fidelity US Multifactor ETFFLRGETF

13F holders, Q4 2024 (December 31)
23holders +5
6new positions
3sold out
1famous investor
$33.82avg. 13F price*

At the end of Q4 2024, 23 institutions reported holding Fidelity US Multifactor ETF (FLRG) in their 13F filings, up 5 from Q3 2024. 6 opened new positions and 3 sold out. The largest holders were AE Wealth Management LLC ($38.8M), Commonwealth Equity Services, LLC ($28.9M) and Wealth Enhancement Advisory Services, LLC ($7.6M). 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions6$10.8M
Exits3$154K

All 13F filers, Q3 2024 → Q4 2024: 448,660 shares bought and 23,177 shares sold, net +425,483 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 23 holders

AE Wealth Management LLC 0.33% Add +5.3% 1,146,986 $38.8M
Commonwealth Equity Services, LLC 0.04% Add +4.6% 853,458 $28.9M
Wealth Enhancement Advisory Services, LLC 0.01% New 224,840 $7.6M
Centennial Wealth Advisory LLC 0.92% Add +0.6% 69,595 $2.4M
IFP Advisors, Inc 0.08% Reduce -21.1% 68,912 $2.3M
Cetera Investment Advisers 0.00% Add +7.1% 58,899 $2.0M
Western Wealth Management, LLC 0.10% Add +4.8% 57,579 $1.9M
Osaic Holdings, Inc. 0.00% Add +87.6% 46,653 $1.6M
Citadel Advisors 0.00% New 33,122 $1.1M
Sigma Planning Corp 0.03% New 25,934 $877K
World Investment Advisors 0.02% No change 20,500 $693K
Susquehanna International Group, LLP 0.00% New 20,006 $676K
Sovran Advisors, LLC 0.09% — 19,409 $663K
Cambridge Investment Research Advisors, Inc. 0.00% Add +16.8% 19,307 $653K
Goldman Sachs Group Inc. 0.00% New 13,033 $441K
LPL Financial LLC 0.00% No change 8,568 $290K
FMR LLC 0.00% Add +39.1% 6,394 $216K
West Branch Capital LLC 0.03% New 2,760 $93K
Principal Securities, Inc. 0.00% Add +83.5% 1,874 $63K
Sunbelt Securities, Inc. 0.00% Reduce -22.3% 896 $30K
Bank of Montreal 0.00% No change 440 $15K
Quest 10 Wealth Builders, Inc. 0.01% — 161 $5K
Morgan Stanley 0.00% Add +100.0% 2 $73

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