Fidelity US Multifactor ETFFLRGETF

13F holders, Q2 2025 (June 30)
37holders +8
10new positions
3sold out
1famous investor
$35.98avg. 13F price*

At the end of Q2 2025, 37 institutions reported holding Fidelity US Multifactor ETF (FLRG) in their 13F filings, up 8 from Q1 2025. 10 opened new positions and 3 sold out. The largest holders were AE Wealth Management LLC ($55.1M), Commonwealth Equity Services, LLC ($30.1M) and Wealth Enhancement Advisory Services, LLC ($9.1M). 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

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 2025 → Q2 2025

InstitutionsTotal Value
New Positions10$1.3M
Exits3$882K

All 13F filers, Q1 2025 → Q2 2025: 422,726 shares bought and 39,997 shares sold, net +382,729 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 37 holders

AE Wealth Management LLC 0.40% Add +16.1% 1,531,499 $55.1M
Commonwealth Equity Services, LLC 0.04% Reduce -0.1% 836,351 $30.1M
Wealth Enhancement Advisory Services, LLC 0.01% Add +2.8% 250,142 $9.1M
Advisory Services Network, LLC 0.14% Add +20.0% 233,929 $8.5M
Centennial Wealth Advisory LLC 0.91% Add +6.8% 79,585 $2.9M
IFP Advisors, Inc 0.05% Add +1.1% 52,331 $1.9M
Cetera Investment Advisers 0.00% Add +7.4% 48,318 $1.7M
Osaic Holdings, Inc. 0.00% Add +37.0% 44,325 $1.6M
Two Sigma Investments, LP 0.00% Add +12.7% 43,400 $1.6M
Principal Securities, Inc. 0.03% Add +2215.2% 43,387 $1.6M
Goldman Sachs Group Inc. 0.00% Reduce -14.6% 41,466 $1.5M
World Investment Advisors 0.03% Add +10.8% 34,925 $1.3M
Kestra Advisory Services, LLC 0.01% Add +267.8% 28,665 $1.0M
Sigma Planning Corp 0.03% Reduce -5.1% 23,674 $851K
Sovran Advisors, LLC 0.08% Add +11.8% 21,852 $783K
JPMorgan Chase & Co. 0.00% Add +319.0% 20,672 $743K
LPL Financial LLC 0.00% Add +86.7% 20,311 $730K
Cambridge Investment Research Advisors, Inc. 0.00% Add +6.9% 20,218 $727K
Envestnet Asset Management Inc. 0.00% Add +93.5% 13,597 $489K
FMR LLC 0.00% Add +16.6% 10,831 $389K
Raymond James Financial Inc. 0.00% New 8,538 $307K
Citadel Advisors 0.00% Reduce -32.1% 7,865 $283K
High Falls Advisors, Inc 0.05% New 6,533 $235K
Williams & Novak, LLC 0.19% New 6,231 $224K
Dentgroup LLC 0.15% New 6,159 $221K
Northwestern Mutual Wealth Management Co. 0.00% New 5,000 $180K
Clarity Asset Management, Inc. 0.03% New 1,520 $55K
Evolution Wealth Management Inc. 0.06% — 1,256 $45K
Beacon Capital Management, LLC 0.01% Add +185.6% 1,205 $43K
Sunbelt Securities, Inc. 0.00% Reduce -0.4% 896 $30K
Federation des caisses Desjardins du Quebec 0.00% New 640 $23K
Harbour Investments, Inc. 0.00% New 447 $16K
Bank of Montreal 0.00% No change 440 $16K
Twin Peaks Wealth Advisors, LLC 0.00% New 217 $8K
Quest 10 Wealth Builders, Inc. 0.01% No change 146 $5K
TD Waterhouse Canada Inc. 0.00% No change 100 $4K
Morgan Stanley 0.00% New 1 $58

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