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Fidelity Fundamental Large Cap Core ETF (FFLC) Institutional Ownership

$60.37 +0.63 (+1.05%)
As of 09/3/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Fidelity Fundamental Large Cap Core ETF (BATS:FFLC)

Number of
Institutional Buyers
(last 12 months)
69
Total
Institutional Inflows
(last 12 months)
$106.98M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$43.66M
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FFLC Institutional Buying and Selling by Quarter

Fidelity Fundamental Large Cap Core ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/2/2026 Citadel Advisors LLC34,032$2.01M0.0%N/A0.215%
8/23/2026 Ameritas Advisory Services LLC14,200$837K0.0%N/A0.090%
8/23/2026 Anson Capital Inc.54,291$3.20M2.2%-2.4%0.344%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors11,175$658K0.1%+16.2%0.071%
7/9/2026 Tactive Advisors LLC280,301$16.51M4.1%+17.9%1.774%
7/7/2026 Dynamic Advisor Solutions LLC8,270$487K0.0%N/A0.052%
6/18/2026 Western Wealth Management LLC9,459$485K0.0%+37.4%0.060%
6/3/2026 NewEdge Advisors LLC984$50K0.0%N/A0.006%
6/1/2026 Flagship Wealth Advisors LLC18,483$903K0.4%-16.4%0.117%
5/19/2026 Western Wealth Management LLC9,459$485K0.0%+37.4%0.060%
5/19/2026 Mascagni Wealth Management Inc.17,408$893K0.6%-7.9%0.110%
5/19/2026 Arkadios Wealth Advisors19,884$1.02M0.0%N/A0.126%
5/18/2026Sunbelt Securities Inc.493$25K0.0%-28.4%0.003%
5/18/2026 Royal Bank of Canada9,703$497K0.0%-53.7%0.061%
5/13/2026 Cetera Investment Advisers24,479$1.26M0.0%+26.2%0.155%
5/13/2026 Envision Financial Transparency LLC63,611$3.26M3.2%N/A0.403%
5/6/2026 Dahring Cusmano LLC296,584$15.21M9.4%-5.7%1.877%
5/5/2026 RFG Bristol Wealth Advisors LLC138,593$7.11M1.9%+17.5%0.877%
5/5/2026 Sanctuary Advisors LLC28,575$1.47M0.0%+2.7%0.181%
5/5/2026 Sigma Planning Corp7,170$368K0.0%-25.3%0.045%
5/4/2026 Uptick Partners LLC13,484$692K0.1%+95.5%0.085%
5/1/2026 Fifth Third Bancorp1,909$98K0.0%N/A0.012%
4/30/2026 Financial Freedom LLC516$26K0.0%N/A0.003%
4/30/2026 Kestra Advisory Services LLC328,857$16.87M0.1%+12.9%2.081%
4/28/2026 Core Wealth Advisors LLC56,916$2.92M2.2%N/A0.360%
4/27/2026 World Investment Advisors18,590$953K0.0%+12.7%0.118%
4/27/2026 Private Advisor Group LLC11,408$585K0.0%N/A0.072%
4/27/2026 Prasad Wealth Partners LLC261,460$13.41M3.6%+2.8%1.655%
4/24/2026 Root Financial Partners LLC2,500$128K0.0%N/A0.016%
4/23/2026 Coston McIsaac & Partners668$34K0.0%+42.1%0.004%
4/22/2026 Patriot Financial Group Insurance Agency LLC53,764$2.76M0.2%+109.5%0.340%
4/22/2026 Onyx Bridge Wealth Group LLC139,309$7.14M0.8%-17.9%0.882%
4/20/2026 Kestra Private Wealth Services LLC166,994$8.56M0.1%+30.7%1.057%
4/18/2026 New Covenant Trust Company N.A.11,965$614K0.5%-4.6%0.076%
4/17/2026 Brookstone Capital Management6,341$325K0.0%N/A0.040%
4/16/2026 Tactive Advisors LLC237,650$12.19M3.4%-13.2%1.504%
4/16/2026 Triad Wealth Partners LLC14,999$769K0.1%+135.5%0.095%
4/16/2026 Founders Financial Securities LLC35,446$1.92M0.1%+8.6%0.224%
4/15/2026 Nations Financial Group Inc. IA ADV135,846$6.97M0.4%+1.1%0.860%
3/13/2026 World Investment Advisors16,496$880K0.0%+53.1%0.104%
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2/26/2026 TD Capital Management LLC2,132$114K0.0%N/A0.013%
2/20/2026Sunbelt Securities Inc.689$37K0.0%+37.8%0.004%
2/18/2026 Mercer Global Advisors Inc. ADV6,031$322K0.0%N/A0.038%
2/18/2026 Onyx Bridge Wealth Group LLC169,674$9.05M1.0%-4.1%1.074%
2/17/2026 Cetera Investment Advisers19,402$1.04M0.0%+69.4%0.123%
2/17/2026 Equitable Holdings Inc.86,345$4.61M0.0%+81.5%0.546%
2/17/2026 Regal Investment Advisors LLC6,708$358K0.0%-72.1%0.042%
2/17/2026 Osaic Holdings Inc.189,669$10.12M0.0%+5.2%1.200%
2/17/2026 Royal Bank of Canada20,969$1.12M0.0%-1.6%0.133%
2/16/2026 MML Investors Services LLC35,518$1.90M0.0%-40.1%0.225%
2/16/2026 Mariner LLC997,832$53.24M0.1%+2.2%6.315%
2/16/2026 Aptus Capital Advisors LLC8,561$457K0.0%+293.4%0.054%
2/13/2026 Kestra Advisory Services LLC291,187$15.54M0.1%+4.1%1.843%
2/13/2026 Visionary Wealth Advisors6,274$335K0.0%+20.6%0.040%
2/13/2026 Stifel Financial Corp37,178$1.98M0.0%N/A0.235%
2/13/2026 Kane Investment Management Inc.32,782$1.75M0.8%+1.5%0.207%
2/12/2026 Jane Street Group LLC9,878$527K0.0%-80.7%0.063%
2/12/2026 Orion Porfolio Solutions LLC41,646$2.22M0.0%-25.5%0.264%
2/12/2026 Commonwealth Equity Services LLC1,338,379$71.42M0.1%+10.4%8.471%
2/12/2026 Steward Partners Investment Advisory LLC625$33K0.0%+380.8%0.004%
2/12/2026 Principal Securities Inc.6,444$344K0.0%+32.3%0.041%
2/11/2026 LPL Financial LLC1,016,452$54.24M0.0%+11.1%6.433%
2/11/2026 Mascagni Wealth Management Inc.18,905$1.01M0.8%+6.4%0.120%
2/11/2026 OneAscent Financial Services LLC8,591$458K0.0%-6.2%0.054%
2/11/2026 Flagship Wealth Advisors LLC22,120$1.18M0.3%+1.2%0.140%
2/10/2026 Florida Financial Advisors LLC4,847$259K0.1%-6.2%0.031%
2/10/2026 Founders Financial Securities LLC32,626$1.74M0.1%+11.4%0.206%
2/10/2026 Northwestern Mutual Wealth Management Co.109,588$5.47M0.0%+19,645.6%0.694%
2/10/2026 Foundations Investment Advisors LLC5,490$293K0.0%-13.4%0.035%
2/10/2026 IFG Advisory LLC93,501$4.99M0.2%+3.0%0.592%
2/10/2026 Thoroughbred Financial Services LLC40,141$2.14M0.1%+12.9%0.254%
2/9/2026 Harbour Investments Inc.94,789$5.06M0.1%-11.5%0.600%
2/5/2026 Dana Investment Advisors Inc.37,344$1.99M0.1%-0.8%0.236%
2/5/2026 Northwestern Mutual Wealth Management Co.109,588$5.47M0.0%+19,645.6%0.694%
2/5/2026 Dahring Cusmano LLC314,608$16.79M11.7%+6.1%1.991%
2/5/2026 Thrivent Financial for Lutherans56,640$3.04M0.0%-7.8%0.358%
2/5/2026 Western Wealth Management LLC6,884$367K0.0%N/A0.044%
2/5/2026 Atlas Private Wealth Advisors9,300$496K0.1%+35.6%0.059%
2/4/2026 World Investment Advisors16,496$880K0.0%+53.1%0.104%
2/4/2026 Anson Capital Inc.54,482$2.91M2.1%-5.5%0.345%
2/3/2026 RFG Advisory LLC21,918$1.17M0.0%-23.5%0.139%
2/2/2026 Uptick Partners LLC6,897$368K0.1%N/A0.044%
1/30/2026 Sigma Planning Corp9,600$512K0.0%+17.8%0.061%
1/30/2026 Socha Financial Group LLC593,408$31.66M15.5%-35.4%3.756%
1/29/2026 Kestra Private Wealth Services LLC127,752$6.82M0.1%+41.5%0.809%
1/29/2026 Sanctuary Advisors LLC27,813$1.48M0.0%+3.5%0.176%
1/27/2026 Novem Group458,997$24.49M2.8%-3.5%2.905%
1/27/2026 Prasad Wealth Partners LLC254,316$13.57M3.6%+2.0%1.610%
1/27/2026 Berger Financial Group Inc3,784$202K0.0%N/A0.024%
1/26/2026 Patriot Financial Group Insurance Agency LLC25,659$1.37M0.2%+17.9%0.162%
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1/26/2026 Nations Financial Group Inc. IA ADV134,341$7.17M0.4%-1.8%0.850%
1/26/2026CWM LLC3,819$204K0.0%+8.9%0.024%
1/23/2026 Farther Finance Advisors LLC19,399$1.04M0.0%+47.0%0.123%
1/23/2026 RFG Bristol Wealth Advisors LLC117,917$6.29M1.8%+54.6%0.746%
1/22/2026 Triad Wealth Partners LLC6,370$340K0.0%+57.4%0.040%
1/22/2026 Fiduciary Planning LLC252,018$13.45M4.1%+2.9%1.595%
1/22/2026 Elm3 Financial Group LLC9,061$484K0.4%+6.7%0.057%
1/20/2026 Stratos Wealth Partners LTD.50,236$2.68M0.0%+29.6%0.318%
1/13/2026 New Covenant Trust Company N.A.12,536$674K0.6%-47.3%0.079%
1/9/2026 Tactive Advisors LLC273,654$14.60M4.3%+32.8%1.732%


FFLC Institutional Ownership - Frequently Asked Questions

During the previous two years, 105 institutional investors and hedge funds held shares of Fidelity Fundamental Large Cap Core ETF. The most heavily invested institutionals were Commonwealth Equity Services LLC ($71.42M), LPL Financial LLC ($54.24M), Mariner LLC ($53.24M), Socha Financial Group LLC ($31.66M), Novem Group ($24.49M), Beaumont Financial Advisors LLC ($22.52M), and Kestra Advisory Services LLC ($16.87M).Learn more on Fidelity Fundamental Large Cap Core ETF's institutional investors.

Of the 101 institutional investors that purchased Fidelity Fundamental Large Cap Core ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Socha Financial Group LLC ($1.18M), Commonwealth Equity Services LLC ($839.29K), Novem Group ($656.42K), Beaumont Financial Advisors LLC ($509.59K), LPL Financial LLC ($379.00K), Tactive Advisors LLC ($316.31K), and Sanctuary Advisors LLC ($311.77K).

Institutional investors have bought a total of 2,025,136 shares in the last 24 months. This purchase volume represents approximately $106.98M in transactions.

Of the 30 institutional investors that sold Fidelity Fundamental Large Cap Core ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Socha Financial Group LLC ($350.91K), OneAscent Financial Services LLC ($107.88K), Jane Street Group LLC ($41.43K), Onyx Bridge Wealth Group LLC ($37.80K), Tactive Advisors LLC ($36.00K), Mariner LLC ($26.62K), and Citadel Advisors LLC ($24.40K).

Institutional investors have sold a total of 827,683 shares in the last 24 months. This volume of shares sold represents approximately $43.66M in transactions.


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Institutional ownership data for BATS:FFLC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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