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Fidelity Corporate Bond ETF (FCOR) Institutional Ownership

Fidelity Corporate Bond ETF logo
$47.23 +0.09 (+0.19%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Fidelity Corporate Bond ETF (NYSEARCA:FCOR)

Number of
Institutional Buyers
(last 12 months)
52
Total
Institutional Inflows
(last 12 months)
$290.27M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$13.56M
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FCOR Institutional Buying and Selling by Quarter

Fidelity Corporate Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/25/2025Atria Wealth Solutions Inc.6,038$287K0.0%-6.9%0.106%
7/25/2025Concurrent Investment Advisors LLC14,679$694K0.0%-2.9%0.258%
7/24/2025 IFP Advisors Inc16,006$757K0.0%-1.6%0.281%
7/23/2025 GGM Financials LLC11,976$567K0.1%N/A0.210%
7/23/2025 Valmark Advisers Inc.42,901$2.03M0.0%+4.5%0.753%
7/23/2025 Lakeshore Capital Group Inc.93,230$4.41M3.9%-8.8%1.636%
7/21/2025 Ameritas Advisory Services LLC4,971$235K0.0%N/A0.087%
7/18/2025 PFG Investments LLC4,863$230K0.0%-4.2%0.087%
7/17/2025 Norris Perne & French LLP MI4,782$226K0.0%+6.1%0.085%
7/15/2025 Retireful LLC68,202$3.23M2.2%N/A1.218%
7/11/2025 Grant Private Wealth Management Inc7,495$355K0.2%N/A0.134%
7/10/2025 Marshall Financial Group LLC14,564$685K0.1%-11.7%0.260%
5/16/2025Jones Financial Companies Lllp154,840$7.05M0.0%+21,024.1%3.066%
5/14/2025Islay Capital Management LLC27,102$1.27M0.9%+66.2%0.537%
5/14/2025Kestra Advisory Services LLC220,061$10.33M0.0%+7.4%4.358%
5/14/2025Flow Traders U.S. LLC28,240$1.33M0.1%-46.0%0.559%
5/13/2025Raymond James Financial Inc.91,981$4.32M0.0%-7.7%1.821%
5/12/2025National Bank of Canada FI8,189$384K0.0%-14.4%0.162%
5/9/2025PNC Financial Services Group Inc.12,482$586K0.0%+32.2%0.247%
5/8/2025Hoxton Planning & Management LLC5,702$268K0.1%N/A0.113%
5/6/2025Cetera Investment Advisers8,340$392K0.0%N/A0.165%
5/5/2025Calton & Associates Inc.82,391$3.87M0.5%+384.4%1.632%
5/2/2025Cullen Frost Bankers Inc.15,519$729K0.0%+4.4%0.307%
5/2/2025Sigma Planning Corp4,306$202K0.0%-19.2%0.085%
4/30/2025Stratos Wealth Partners LTD.28,292$1.33M0.0%+84.4%0.560%
4/29/2025Envestnet Asset Management Inc.141,291$6.64M0.0%-10.8%2.798%
4/29/2025 Silver Oak Securities Incorporated4,324$202K0.0%N/A0.086%
4/25/2025Salus Financial Advisors LLC45,061$2.12M1.6%+10.4%0.892%
4/23/2025Virtus Wealth Solutions LLC4,622$217K0.1%-5.5%0.092%
4/23/2025 Valmark Advisers Inc.41,069$1.93M0.0%-3.1%0.813%
4/22/2025Cambridge Investment Research Advisors Inc.16,474$774K0.0%+15.5%0.326%
4/21/2025 Norris Perne & French LLP MI4,505$212K0.0%-50.3%0.089%
4/17/2025Sagespring Wealth Partners LLC5,205,000$244.43M2.4%+2.0%103.069%
4/16/2025 Marshall Financial Group LLC16,494$775K0.2%-1.3%0.327%
4/15/2025Noble Wealth Management PBC2,990$140K0.1%-13.1%0.059%
4/14/2025Millington Financial Advisors LLC45,561$2.08M1.3%+5.0%0.902%
4/14/2025 Park Avenue Securities LLC10,987$516K0.0%-15.8%0.218%
4/14/2025Griffith & Werner Inc.5,017$236K0.1%N/A0.099%
4/10/2025 Lakeshore Capital Group Inc.102,182$4.80M4.6%N/A2.023%
2/18/2025Glen Eagle Advisors LLC10,091$468K0.1%+3.8%0.215%
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2/17/2025Salus Financial Advisors LLC40,817$1.89M1.5%N/A0.868%
2/17/2025Citadel Advisors LLC6,538$303K0.0%N/A0.139%
2/17/2025Bank of America Corp DE91,160$4.23M0.0%+0.6%1.940%
2/14/2025Bellwether Advisors LLC1,453$67K0.0%N/A0.031%
2/14/2025Susquehanna International Group LLP51,609$2.39M0.0%+516.4%1.098%
2/14/2025GeoWealth Management LLC11,779$546K0.0%-90.6%0.251%
2/13/2025Virtus Wealth Solutions LLC4,893$227K0.1%N/A0.104%
2/13/2025Sagespring Wealth Partners LLC5,103,000$236.68M2.5%N/A108.574%
2/13/2025Raymond James Financial Inc.99,662$4.62M0.0%N/A2.120%
2/13/2025Advisory Services Network LLC12,410$576K0.0%-5.0%0.264%
2/13/2025Envestnet Asset Management Inc.158,436$7.35M0.0%+10.9%3.371%
2/13/2025Islay Capital Management LLC16,306$756K0.5%+5.0%0.347%
2/12/2025National Bank of Canada FI9,569$444K0.0%+16.9%0.204%
2/12/2025JPMorgan Chase & Co.25,727$1.19M0.0%-32.3%0.547%
2/11/2025LPL Financial LLC19,134$887K0.0%-81.9%0.407%
2/10/2025Thrivent Financial for Lutherans6,660$314K0.0%-5.5%0.142%
2/10/2025Commonwealth Equity Services LLC171,798$7.97M0.0%+3.6%3.655%
2/7/2025PNC Financial Services Group Inc.9,439$438K0.0%+71.1%0.201%
2/6/2025Raymond James Financial Inc.99,662$4.62M0.0%N/A2.120%
2/6/2025Cullen Frost Bankers Inc.14,870$690K0.0%+56.5%0.316%
2/6/2025Jones Financial Companies Lllp733$34K0.0%+266.5%0.016%
2/5/2025Noble Wealth Management PBC3,440$160K0.1%N/A0.073%
2/5/2025Kovack Advisors Inc.6,232$289K0.0%N/A0.133%
2/4/2025Millington Financial Advisors LLC43,399$2.01M1.2%+23.9%0.923%
2/4/2025 IFP Advisors Inc16,270$755K0.0%+14.5%0.346%
2/3/2025Sigma Planning Corp5,329$247K0.0%+9.4%0.113%
2/3/2025Concurrent Investment Advisors LLC14,988$695K0.0%N/A0.319%
1/31/2025Atria Wealth Solutions Inc.6,638$309K0.0%-4.1%0.141%
1/31/2025J.W. Cole Advisors Inc.5,942$276K0.0%-4.5%0.126%
1/30/2025 Valmark Advisers Inc.42,380$1.97M0.0%+8.3%0.902%
1/27/2025Stratos Investment Management LLC6,332$294K0.0%N/A0.135%
1/27/2025Stratos Wealth Partners LTD.15,341$712K0.0%+13.1%0.326%
1/24/2025Spire Wealth Management931$43K0.0%N/A0.020%
1/22/2025 PFG Investments LLC5,131$238K0.0%-7.3%0.109%
1/21/2025 McGlone Suttner Wealth Management Inc.4,564$212K0.0%N/A0.097%
1/13/2025 Eastern Bank1,140$53K0.0%-18.6%0.024%
12/26/2024JPMorgan Chase & Co.38,009$1.84M0.0%+52.6%0.809%
11/15/2024MML Investors Services LLC9,205$445K0.0%+5.4%0.196%
11/15/2024Glen Eagle Advisors LLC9,721$470K0.1%+32.2%0.207%
11/15/2024Jane Street Group LLC39,352$1.90M0.0%+159.8%0.837%
11/14/2024Flow Traders U.S. LLC9,417$455K0.0%+3.0%0.200%
11/13/2024FMR LLC567$27K0.0%+150.9%0.012%
11/7/2024Thrivent Financial for Lutherans7,050$342K0.0%-18.6%0.150%
10/25/2024 Valmark Advisers Inc.39,120$1.89M0.0%-5.8%0.832%
10/24/2024 PFG Investments LLC5,533$267K0.0%N/A0.118%
10/22/2024 Eastern Bank1,400$68K0.0%N/A0.030%
10/17/2024OmniStar Financial Group Inc.14,781$719K0.5%+10.2%0.314%
10/16/2024 Marshall Financial Group LLC16,890$816K0.2%N/A0.359%
10/3/2024 Park Avenue Securities LLC12,937$625K0.0%+2.1%0.275%
8/16/2024Creative Planning6,800$313K0.0%N/A0.145%
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8/8/2024J.W. Cole Advisors Inc.6,042$278K0.0%+9.4%0.129%
8/8/2024Envestnet Asset Management Inc.151,702$6.98M0.0%+13.3%3.228%
8/6/2024Cullen Frost Bankers Inc.4,800$221K0.0%+44.1%0.102%
8/1/2024 Valmark Advisers Inc.41,547$1.91M0.0%+6.3%0.884%
7/31/2024Commonwealth Equity Services LLC95,506$4.40M0.0%+329.6%2.032%
7/30/2024Millington Financial Advisors LLC30,512$1.41M1.0%+0.9%0.649%
7/27/2024OmniStar Financial Group Inc.13,417$618K0.6%+2.5%0.285%
7/19/2024Calton & Associates Inc.16,955$781K0.4%+27.6%0.361%
7/9/2024 Park Avenue Securities LLC12,668$583K0.0%+45.3%0.270%
5/17/2024Comerica Bank589$27K0.0%-77.9%0.013%
(Data available from 1/1/2016 forward)

FCOR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FCOR shares?

During the previous two years, 64 institutional investors and hedge funds held shares of Fidelity Corporate Bond ETF. The most heavily invested institutionals were Sagespring Wealth Partners LLC ($244.43M), Kestra Advisory Services LLC ($10.33M), Commonwealth Equity Services LLC ($7.97M), Jones Financial Companies Lllp ($7.05M), Envestnet Asset Management Inc. ($6.64M), Lakeshore Capital Group Inc. ($4.41M), and Raymond James Financial Inc. ($4.32M).Learn more on Fidelity Corporate Bond ETF's institutional investors.

Which institutional investors have been buying Fidelity Corporate Bond ETF's stock?

Of the 57 institutional investors that purchased Fidelity Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sagespring Wealth Partners LLC ($5.21M), Raymond James Financial Inc. ($199.32K), Jones Financial Companies Lllp ($154.64K), Lakeshore Capital Group Inc. ($102.18K), Commonwealth Equity Services LLC ($85.38K), Calton & Associates Inc. ($82.34K), and Retireful LLC ($68.20K).

How much institutional buying is happening at Fidelity Corporate Bond ETF?

Institutional investors have bought a total of 6,248,286 shares in the last 24 months. This purchase volume represents approximately $290.27M in transactions.

Which of Fidelity Corporate Bond ETF's major shareholders have been selling company stock?

Of the 23 institutional investors that sold Fidelity Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: GeoWealth Management LLC ($113.90K), LPL Financial LLC ($86.33K), Flow Traders U.S. LLC ($24.10K), Envestnet Asset Management Inc. ($17.15K), JPMorgan Chase & Co. ($12.28K), Lakeshore Capital Group Inc. ($8.95K), and Raymond James Financial Inc. ($7.68K).

How much institutional selling is happening at Fidelity Corporate Bond ETF?

Institutional investors have sold a total of 291,258 shares in the last 24 months. This volume of shares sold represents approximately $13.56M in transactions.



This page (NYSEARCA:FCOR) was last updated on 7/25/2025 by MarketBeat.com Staff
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