Fidelity US Multifactor ETFFLRGETF
13F holders, Q1 2025 (March 31)29holders +6
9new positions
3sold out
1famous investor
$33.15avg. 13F price*
At the end of Q1 2025, 29 institutions reported holding Fidelity US Multifactor ETF (FLRG) in their 13F filings, up 6 from Q4 2024. 9 opened new positions and 3 sold out. The largest holders were AE Wealth Management LLC ($43.8M), Commonwealth Equity Services, LLC ($27.8M) and Wealth Enhancement Advisory Services, LLC ($8.1M). 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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $8.6M |
| Exits | 3 | $2.0M |
All 13F filers, Q4 2024 → Q1 2025: 507,825 shares bought and 144,466 shares sold, net +363,359 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 29 holders
| AE Wealth Management LLC | 0.37% | Add +15.0% | 1,319,340 | $43.8M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -1.9% | 837,649 | $27.8M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +8.2% | 243,239 | $8.1M |
| Advisory Services Network, LLC | 0.12% | New | 194,893 | $6.5M |
| Centennial Wealth Advisory LLC | 0.90% | Add +7.1% | 74,512 | $2.5M |
| IFP Advisors, Inc | 0.05% | Reduce -24.9% | 51,738 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +272.6% | 48,565 | $1.6M |
| Cetera Investment Advisers | 0.00% | Reduce -23.6% | 44,992 | $1.5M |
| Two Sigma Investments, LP | 0.00% | New | 38,500 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -30.7% | 32,347 | $1.1M |
| World Investment Advisors | 0.03% | Add +53.8% | 31,525 | $1.0M |
| Sigma Planning Corp | 0.03% | Reduce -3.8% | 24,951 | $827K |
| Susquehanna International Group, LLP | 0.00% | Add +1.6% | 20,318 | $674K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.0% | 18,911 | $627K |
| Sovran Advisors, LLC | 0.08% | Add +0.7% | 19,538 | $615K |
| Citadel Advisors | 0.00% | Reduce -65.0% | 11,587 | $384K |
| LPL Financial LLC | 0.00% | Add +26.9% | 10,877 | $361K |
| FMR LLC | 0.00% | Add +45.3% | 9,288 | $308K |
| Kestra Advisory Services, LLC | 0.00% | New | 7,794 | $258K |
| Envestnet Asset Management Inc. | 0.00% | New | 7,028 | $233K |
| Sowell Financial Services LLC | 0.01% | New | 6,272 | $208K |
| JPMorgan Chase & Co. | 0.00% | New | 4,934 | $164K |
| Principal Securities, Inc. | 0.00% | No change | 1,874 | $63K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.5% | 900 | $30K |
| Bank of Montreal | 0.00% | No change | 440 | $15K |
| Beacon Capital Management, LLC | 0.00% | New | 422 | $14K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Reduce -9.3% | 146 | $5K |
| TD Waterhouse Canada Inc. | 0.00% | New | 100 | $3K |
| UBS Group AG | 0.00% | New | 7 | $232 |
"% of holder's portfolio" is FLRG's weight in each manager's 13F, not the share of Fidelity US Multifactor ETF the manager owns.