Fidelity US Multifactor ETFFLRGETF

13F holders, Q3 2025 (September 30)
46holders +9
11new positions
3sold out
1famous investor
$38.43avg. 13F price*

At the end of Q3 2025, 46 institutions reported holding Fidelity US Multifactor ETF (FLRG) in their 13F filings, up 9 from Q2 2025. 11 opened new positions and 3 sold out. The largest holders were AE Wealth Management LLC ($68.8M), Commonwealth Equity Services, LLC ($31.0M) and Berman McAleer LLC ($10.6M). 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions11$3.6M
Exits3$1.9M

All 13F filers, Q2 2025 → Q3 2025: 422,047 shares bought and 159,237 shares sold, net +262,810 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 46 holders

AE Wealth Management LLC 0.44% Add +16.9% 1,789,530 $68.8M
Commonwealth Equity Services, LLC 0.04% Reduce -3.6% 805,968 $31.0M
Berman McAleer LLC 1.49% — 276,840 $10.6M
Wealth Enhancement Advisory Services, LLC 0.01% Add +1.6% 254,197 $9.7M
Advisory Services Network, LLC 0.12% Reduce -6.6% 218,581 $8.4M
Centennial Wealth Advisory LLC 0.88% Add +3.4% 82,248 $3.2M
Osaic Holdings, Inc. 0.00% Add +13.1% 50,118 $1.9M
Principal Securities, Inc. 0.03% Add +8.6% 47,107 $1.8M
Kestra Advisory Services, LLC 0.01% Add +49.1% 42,738 $1.6M
Cetera Investment Advisers 0.00% Reduce -15.4% 40,859 $1.6M
Susquehanna International Group, LLP 0.00% New 39,909 $1.5M
Two Sigma Investments, LP 0.00% Reduce -10.1% 39,000 $1.5M
World Investment Advisors 0.03% Reduce -3.1% 33,829 $1.3M
Citadel Advisors 0.00% Add +311.8% 32,388 $1.2M
JPMorgan Chase & Co. 0.00% Add +20.1% 24,822 $954K
Sovran Advisors, LLC 0.08% Add +13.5% 24,800 $944K
Sigma Planning Corp 0.02% Reduce -5.6% 22,345 $859K
Cambridge Investment Research Advisors, Inc. 0.00% Add +0.0% 20,220 $777K
LPL Financial LLC 0.00% Reduce -23.0% 15,638 $601K
Raymond James Financial Inc. 0.00% Add +70.1% 14,520 $558K
CreativeOne Wealth, LLC 0.01% New 13,525 $520K
FMR LLC 0.00% Add +4.2% 11,280 $434K
Jane Street Group, LLC 0.00% New 10,515 $404K
Williams & Novak, LLC 0.24% Add +30.3% 8,118 $312K
Goldman Sachs Group Inc. 0.00% Reduce -80.5% 8,071 $310K
Mutual Advisors, LLC 0.01% New 7,862 $299K
High Falls Advisors, Inc 0.06% Add +8.2% 7,069 $272K
Kestra Private Wealth Services, LLC 0.00% New 6,704 $258K
Savvy Advisors, Inc. 0.01% New 6,635 $255K
Dentgroup LLC 0.16% Add +1.8% 6,268 $241K
Envestnet Asset Management Inc. 0.00% Reduce -54.4% 6,196 $238K
Silver Oak Securities, Incorporated 0.02% New 5,559 $214K
Northwestern Mutual Wealth Management Co. 0.00% No change 5,000 $192K
Clarity Asset Management, Inc. 0.03% Add +0.3% 1,524 $59K
Evolution Wealth Management Inc. 0.06% Add +14.3% 1,436 $55K
UBS Group AG 0.00% New 1,156 $44K
Sunbelt Securities, Inc. 0.00% Add +1.0% 905 $35K
Federation des caisses Desjardins du Quebec 0.00% No change 640 $25K
Cwm, LLC 0.00% New 495 $19K
Bank of Montreal 0.00% Add +11.4% 490 $19K
Harbour Investments, Inc. 0.00% No change 447 $17K
Root Financial Partners, LLC 0.00% New 415 $16K
Quest 10 Wealth Builders, Inc. 0.01% No change 146 $6K
Geneos Wealth Management Inc. 0.00% New 108 $4K
TD Waterhouse Canada Inc. 0.00% No change 100 $4K
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.