Fidelity US Multifactor ETFFLRGETF

13F holders, Q4 2025 (December 31)
44holders −2
2new positions
6sold out
1famous investor
$37.97avg. 13F price*

At the end of Q4 2025, 44 institutions reported holding Fidelity US Multifactor ETF (FLRG) in their 13F filings, down 2 from Q3 2025. 2 opened new positions and 6 sold out. The largest holders were AE Wealth Management LLC ($73.7M), Commonwealth Equity Services, LLC ($30.2M) and Berman McAleer LLC ($11.1M). 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions2$11K
Exits6$2.1M

All 13F filers, Q3 2025 → Q4 2025: 234,438 shares bought and 142,382 shares sold, net +92,056 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 44 holders

AE Wealth Management LLC 0.42% Add +8.5% 1,942,395 $73.7M
Commonwealth Equity Services, LLC 0.04% Reduce -1.3% 795,544 $30.2M
Berman McAleer LLC 1.51% Add +5.2% 291,358 $11.1M
Wealth Enhancement Advisory Services, LLC 0.01% Add +7.6% 273,561 $10.5M
Advisory Services Network, LLC 0.12% Add +1.9% 222,740 $8.5M
Centennial Wealth Advisory LLC 0.86% Add +4.1% 85,632 $3.2M
Osaic Holdings, Inc. 0.00% Add +5.6% 52,916 $2.0M
Kestra Advisory Services, LLC 0.01% Add +19.0% 50,877 $1.9M
Principal Securities, Inc. 0.03% Add +5.7% 49,788 $1.9M
Cetera Investment Advisers 0.00% Add +4.3% 42,630 $1.6M
Citadel Advisors 0.00% Add +0.3% 32,483 $1.2M
World Investment Advisors 0.02% Reduce -7.3% 31,348 $1.2M
Raymond James Financial Inc. 0.00% Add +93.3% 28,061 $1.1M
Sovran Advisors, LLC 0.08% Add +4.6% 25,937 $995K
Two Sigma Investments, LP 0.00% Reduce -45.9% 21,100 $801K
FMR LLC 0.00% Add +60.6% 18,116 $687K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -18.9% 16,406 $623K
LPL Financial LLC 0.00% Reduce -14.2% 13,426 $510K
CreativeOne Wealth, LLC 0.01% Reduce -2.3% 13,211 $501K
Susquehanna International Group, LLP 0.00% Reduce -69.3% 12,246 $465K
Williams & Novak, LLC 0.27% Add +14.6% 9,299 $353K
Mutual Advisors, LLC 0.01% Add +0.3% 7,887 $299K
Envestnet Asset Management Inc. 0.00% Add +23.6% 7,657 $291K
Kestra Private Wealth Services, LLC 0.00% No change 6,704 $254K
Savvy Advisors, Inc. 0.01% No change 6,635 $252K
High Point Wealth Management, LLC 0.23% — 6,200 $235K
Silver Oak Securities, Incorporated 0.01% Reduce -1.8% 5,461 $210K
Northwestern Mutual Wealth Management Co. 0.00% No change 5,000 $190K
JPMorgan Chase & Co. 0.00% Reduce -92.6% 1,846 $70K
Clarity Asset Management, Inc. 0.03% Add +0.5% 1,532 $58K
Evolution Wealth Management Inc. 0.05% No change 1,436 $54K
UBS Group AG 0.00% Reduce -18.9% 937 $36K
Sunbelt Securities, Inc. 0.00% Add +0.6% 910 $35K
Bank of Montreal 0.00% Add +34.9% 661 $25K
Federation des caisses Desjardins du Quebec 0.00% No change 640 $24K
Cwm, LLC 0.00% No change 495 $19K
Harbour Investments, Inc. 0.00% No change 447 $17K
Root Financial Partners, LLC 0.00% No change 415 $16K
National Bank of Canada 0.00% New 285 $11K
Key Capital Management, INC 0.01% — 270 $10K
Quest 10 Wealth Builders, Inc. 0.00% Reduce -8.2% 134 $5K
Geneos Wealth Management Inc. 0.00% No change 108 $4K
TD Waterhouse Canada Inc. 0.00% No change 100 $4K
Allworth Financial LP 0.00% New 14 $514

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