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Fidelity Fundamental Large Cap Core ETF (FFLC) Institutional Ownership

$58.28 -0.13 (-0.22%)
As of 07/24/2026 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)
72
Total
Institutional Inflows
(last 12 months)
$122.90M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$69.17M
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Skip Chart & View Institutional Buying and Selling Data

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
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%
6/18/2026Western Wealth Management LLC9,459$485K0.0%+37.4%0.060%
6/3/2026NewEdge Advisors LLC984$50K0.0%N/A0.006%
6/1/2026Flagship Wealth Advisors LLC18,483$903K0.4%-16.4%0.117%
5/19/2026Western Wealth Management LLC9,459$485K0.0%+37.4%0.060%
5/19/2026Mascagni Wealth Management Inc.17,408$893K0.6%-7.9%0.110%
5/19/2026Arkadios Wealth Advisors19,884$1.02M0.0%N/A0.126%
5/18/2026Sunbelt Securities Inc.493$25K0.0%-28.4%0.003%
5/18/2026Royal Bank of Canada9,703$497K0.0%-53.7%0.061%
5/13/2026Cetera Investment Advisers24,479$1.26M0.0%+26.2%0.155%
5/13/2026Envision Financial Transparency LLC63,611$3.26M3.2%N/A0.403%
5/6/2026Dahring Cusmano LLC296,584$15.21M9.4%-5.7%1.877%
5/5/2026RFG Bristol Wealth Advisors LLC138,593$7.11M1.9%+17.5%0.877%
5/5/2026Sanctuary Advisors LLC28,575$1.47M0.0%+2.7%0.181%
5/5/2026Sigma Planning Corp7,170$368K0.0%-25.3%0.045%
5/4/2026Uptick Partners LLC13,484$692K0.1%+95.5%0.085%
5/1/2026Fifth Third Bancorp1,909$98K0.0%N/A0.012%
4/30/2026Financial Freedom LLC516$26K0.0%N/A0.003%
4/30/2026Kestra Advisory Services LLC328,857$16.87M0.1%+12.9%2.081%
4/28/2026Core Wealth Advisors LLC56,916$2.92M2.2%N/A0.360%
4/27/2026World Investment Advisors18,590$953K0.0%+12.7%0.118%
4/27/2026Private Advisor Group LLC11,408$585K0.0%N/A0.072%
4/27/2026Prasad Wealth Partners LLC261,460$13.41M3.6%+2.8%1.655%
4/24/2026Root Financial Partners LLC2,500$128K0.0%N/A0.016%
4/23/2026Coston 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%
4/20/2026Kestra 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%
4/16/2026Triad Wealth Partners LLC14,999$769K0.1%+135.5%0.095%
4/16/2026Founders 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%
3/13/2026World Investment Advisors16,496$880K0.0%+53.1%0.104%
2/26/2026TD Capital Management LLC2,132$114K0.0%N/A0.013%
2/20/2026Sunbelt Securities Inc.689$37K0.0%+37.8%0.004%
2/18/2026Mercer Global Advisors Inc. ADV6,031$322K0.0%N/A0.038%
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2/18/2026 Onyx Bridge Wealth Group LLC169,674$9.05M1.0%-4.1%1.074%
2/17/2026Cetera Investment Advisers19,402$1.04M0.0%+69.4%0.123%
2/17/2026Equitable Holdings Inc.86,345$4.61M0.0%+81.5%0.546%
2/17/2026Regal Investment Advisors LLC6,708$358K0.0%-72.1%0.042%
2/17/2026Osaic Holdings Inc.189,669$10.12M0.0%+5.2%1.200%
2/17/2026Royal Bank of Canada20,969$1.12M0.0%-1.6%0.133%
2/16/2026MML Investors Services LLC35,518$1.90M0.0%-40.1%0.225%
2/16/2026Mariner LLC997,832$53.24M0.1%+2.2%6.315%
2/16/2026Aptus Capital Advisors LLC8,561$457K0.0%+293.4%0.054%
2/13/2026Kestra Advisory Services LLC291,187$15.54M0.1%+4.1%1.843%
2/13/2026Visionary Wealth Advisors6,274$335K0.0%+20.6%0.040%
2/13/2026Stifel Financial Corp37,178$1.98M0.0%N/A0.235%
2/13/2026Kane Investment Management Inc.32,782$1.75M0.8%+1.5%0.207%
2/12/2026Jane Street Group LLC9,878$527K0.0%-80.7%0.063%
2/12/2026Orion Porfolio Solutions LLC41,646$2.22M0.0%-25.5%0.264%
2/12/2026Commonwealth Equity Services LLC1,338,379$71.42M0.1%+10.4%8.471%
2/12/2026Steward Partners Investment Advisory LLC625$33K0.0%+380.8%0.004%
2/12/2026Principal Securities Inc.6,444$344K0.0%+32.3%0.041%
2/11/2026LPL Financial LLC1,016,452$54.24M0.0%+11.1%6.433%
2/11/2026Mascagni Wealth Management Inc.18,905$1.01M0.8%+6.4%0.120%
2/11/2026OneAscent Financial Services LLC8,591$458K0.0%-6.2%0.054%
2/11/2026Flagship Wealth Advisors LLC22,120$1.18M0.3%+1.2%0.140%
2/10/2026Florida Financial Advisors LLC4,847$259K0.1%-6.2%0.031%
2/10/2026Founders Financial Securities LLC32,626$1.74M0.1%+11.4%0.206%
2/10/2026Northwestern Mutual Wealth Management Co.109,588$5.47M0.0%+19,645.6%0.694%
2/10/2026Foundations Investment Advisors LLC5,490$293K0.0%-13.4%0.035%
2/10/2026IFG Advisory LLC93,501$4.99M0.2%+3.0%0.592%
2/10/2026Thoroughbred Financial Services LLC40,141$2.14M0.1%+12.9%0.254%
2/9/2026Harbour Investments Inc.94,789$5.06M0.1%-11.5%0.600%
2/5/2026Dana Investment Advisors Inc.37,344$1.99M0.1%-0.8%0.236%
2/5/2026Northwestern Mutual Wealth Management Co.109,588$5.47M0.0%+19,645.6%0.694%
2/5/2026Dahring Cusmano LLC314,608$16.79M11.7%+6.1%1.991%
2/5/2026Thrivent Financial for Lutherans56,640$3.04M0.0%-7.8%0.358%
2/5/2026Western Wealth Management LLC6,884$367K0.0%N/A0.044%
2/5/2026Atlas Private Wealth Advisors9,300$496K0.1%+35.6%0.059%
2/4/2026World Investment Advisors16,496$880K0.0%+53.1%0.104%
2/4/2026Anson 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%
2/2/2026Uptick Partners LLC6,897$368K0.1%N/A0.044%
1/30/2026Sigma Planning Corp9,600$512K0.0%+17.8%0.061%
1/30/2026Socha Financial Group LLC593,408$31.66M15.5%-35.4%3.756%
1/29/2026Kestra Private Wealth Services LLC127,752$6.82M0.1%+41.5%0.809%
1/29/2026Sanctuary Advisors LLC27,813$1.48M0.0%+3.5%0.176%
1/27/2026 Novem Group458,997$24.49M2.8%-3.5%2.905%
1/27/2026Prasad Wealth Partners LLC254,316$13.57M3.6%+2.0%1.610%
1/27/2026Berger 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%
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%
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1/23/2026RFG Bristol Wealth Advisors LLC117,917$6.29M1.8%+54.6%0.746%
1/22/2026Triad Wealth Partners LLC6,370$340K0.0%+57.4%0.040%
1/22/2026Fiduciary Planning LLC252,018$13.45M4.1%+2.9%1.595%
1/22/2026Elm3 Financial Group LLC9,061$484K0.4%+6.7%0.057%
1/20/2026Stratos 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%
1/8/2026 Wealth Enhancement Advisory Services LLC8,362$456K0.0%N/A0.053%
1/7/2026 CWA Asset Management Group LLC3,758$201K0.0%N/A0.024%
11/19/2025Sunbelt Securities Inc.500$26K0.0%N/A0.003%


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 2,361,696 shares in the last 24 months. This purchase volume represents approximately $122.90M in transactions.

Of the 35 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 ($583.11K), Jane Street Group LLC ($143.63K), Atria Investments Inc ($131.42K), OneAscent Financial Services LLC ($107.88K), Onyx Bridge Wealth Group LLC ($37.80K), Tactive Advisors LLC ($36.00K), and MML Investors Services LLC ($35.91K).

Institutional investors have sold a total of 1,351,268 shares in the last 24 months. This volume of shares sold represents approximately $69.17M in transactions.


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This page (BATS:FFLC) was last updated on 7/25/2026 by MarketBeat.com Staff.
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