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Fidelity Momentum Factor ETF (FDMO) Institutional Ownership

$91.36 +1.17 (+1.30%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Fidelity Momentum Factor ETF (NYSEARCA:FDMO)

Number of
Institutional Buyers
(last 12 months)
75
Total
Institutional Inflows
(last 12 months)
$86.61M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$15.36M
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FDMO Institutional Buying and Selling by Quarter

Fidelity Momentum Factor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Marks Group Wealth Management Inc85,120$6.82M0.7%+1,548.7%0.915%
5/5/2026 Sigma Planning Corp3,313$265K0.0%-34.0%0.036%
5/2/2026 Valmark Advisers Inc.9,914$794K0.0%+96.5%0.107%
4/30/2026 Kestra Advisory Services LLC209,587$16.79M0.1%+258.0%2.254%
4/21/2026 RCS Financial Planning LLC8,890$712K0.4%N/A0.096%
4/20/2026 Kestra Private Wealth Services LLC70,980$5.69M0.1%+1.3%0.763%
4/17/2026 Worth Asset Management LLC6,441$516K0.2%N/A0.069%
3/17/2026Rockefeller Capital Management L.P.24,407$2.05M0.0%+14.1%0.325%
3/13/2026 World Investment Advisors5,884$494K0.0%N/A0.078%
3/4/2026Rehmann Capital Advisory Group17,153$1.44M0.1%-1.6%0.229%
2/19/2026 Axxcess Wealth Management LLC4,331$364K0.0%N/A0.058%
2/18/2026High Falls Advisors Inc4,242$356K0.1%-13.0%0.057%
2/18/2026NewEdge Advisors LLC27,321$2.29M0.0%-50.3%0.364%
2/17/2026Cetera Investment Advisers195,063$16.38M0.0%+10.9%2.601%
2/17/2026Equitable Holdings Inc.5,372$451K0.0%+43.0%0.072%
2/17/2026Osaic Holdings Inc.38,658$3.25M0.0%-11.2%0.515%
2/17/2026Russell Investments Group Ltd.307$26K0.0%N/A0.004%
2/17/2026&PARTNERS9,225$776K0.0%N/A0.123%
2/17/2026Royal Bank of Canada15,259$1.28M0.0%+869.4%0.203%
2/16/2026Mariner LLC4,280$359K0.0%N/A0.057%
2/16/2026Arax Advisory Partners1,328$111K0.0%N/A0.018%
2/13/2026 Kestra Advisory Services LLC58,538$4.92M0.0%-21.6%0.781%
2/12/2026 Commonwealth Equity Services LLC83,352$7.00M0.0%+23.1%1.111%
2/12/2026Great Lakes Retirement Inc.229,207$19.24M2.0%+0.7%3.056%
2/12/2026 Mosley Wealth Management7,394$618K0.3%N/A0.099%
2/11/2026Marks Group Wealth Management Inc5,163$433K0.0%N/A0.069%
2/11/2026Cerity Partners LLC56,849$4.77M0.0%-1.3%0.758%
2/11/2026LPL Financial LLC106,798$8.97M0.0%+87.3%1.424%
2/11/2026 J.W. Cole Advisors Inc.11,012$925K0.0%+44.3%0.147%
2/10/2026ShoreHaven Wealth Partners LLC2,906$244K0.1%N/A0.039%
2/10/2026Goldman Sachs Group Inc.3,765$316K0.0%-69.9%0.050%
2/10/2026Calton & Associates Inc.4,847$407K0.1%N/A0.065%
2/10/2026Northwestern Mutual Wealth Management Co.6,470$543K0.0%+18.0%0.086%
2/10/2026Foundations Investment Advisors LLC23,575$1.98M0.0%+5.7%0.314%
2/9/2026Kestra Investment Management LLC6,069$510K0.0%+68.8%0.081%
2/6/2026 Axxcess Wealth Management LLC4,331$364K0.0%N/A0.058%
2/6/2026 IFP Advisors Inc1,412$119K0.0%+38.6%0.019%
2/6/2026Cullen Frost Bankers Inc.9,540$801K0.0%+2.6%0.127%
2/6/2026 Creative Financial Designs Inc. ADV1,517$127K0.0%+18.0%0.020%
2/6/2026 Envestnet Portfolio Solutions Inc.20,913$1.76M0.0%+26.7%0.279%
2/3/2026 Foronjy Financial LLC2,655$223K0.1%N/A0.036%
1/30/2026 Sigma Planning Corp5,020$421K0.0%+38.1%0.068%
1/30/2026 Strategic Blueprint LLC32,812$2.76M0.2%+37.2%0.443%
1/29/2026 Kestra Private Wealth Services LLC70,085$5.88M0.1%+9.6%0.947%
1/29/2026 High Point Wealth Management LLC1,018$85K0.1%N/A0.014%
1/26/2026CWM LLC629$53K0.0%+4,392.9%0.009%
1/26/2026Elevation Capital Advisory LLC52,354$4.40M1.8%+125.4%0.707%
1/26/2026 Valmark Advisers Inc.5,046$424K0.0%N/A0.068%
1/23/2026 Farther Finance Advisors LLC4,056$341K0.0%+75.6%0.056%
1/23/2026Assetmark Inc.2,533$213K0.0%+126,550.0%0.035%
1/23/2026 Capital Investment Counsel Inc2,360$198K0.0%N/A0.032%
1/22/2026Westbourne Investments Inc.5,138$431K0.2%+31.3%0.070%
1/15/2026 Retireful LLC4,184$351K0.4%N/A0.057%
1/14/2026 Nova Wealth Management Inc.13,147$1.10M0.8%+39.7%0.180%
1/8/2026 Wealth Enhancement Advisory Services LLC19,343$1.68M0.0%-1.3%0.265%
1/7/2026 Orgel Wealth Management LLC8,961$752K0.0%-1.6%0.124%
1/1/2026JPMorgan Chase & Co.33,331$2.77M0.0%+11.8%0.497%
12/2/2025 IFP Advisors Inc1,020$85K0.0%+27.7%0.015%
11/19/2025Sunbelt Securities Inc.1,988$165K0.0%-82.1%0.030%
11/18/2025Advisory Services Network LLC1,484$123K0.0%N/A0.022%
11/17/2025 Kestra Private Wealth Services LLC63,924$5.32M0.1%+2.2%0.954%
11/17/2025NewEdge Advisors LLC54,934$4.57M0.0%-6.1%0.820%
11/17/2025Northwestern Mutual Wealth Management Co.5,481$456K0.0%+5.8%0.082%
11/17/2025Larson Financial Group LLC605$50K0.0%N/A0.009%
11/17/2025Integrated Wealth Concepts LLC6,942$577K0.0%-6.2%0.104%
11/17/2025High Falls Advisors Inc4,874$405K0.1%+25.0%0.073%
11/17/2025Bank of America Corp DE27,312$2.27M0.0%+49.0%0.408%
11/14/2025Raymond James Financial Inc.132,268$11.00M0.0%+1.6%1.974%
11/14/2025Equitable Holdings Inc.3,757$312K0.0%+7.2%0.056%
11/13/2025Rehmann Capital Advisory Group17,438$1.45M0.1%N/A0.260%
11/12/2025Great Lakes Retirement Inc.227,562$18.93M2.1%-0.5%3.396%
11/12/2025 Creative Financial Designs Inc. ADV1,286$107K0.0%N/A0.019%
11/7/2025JPMorgan Chase & Co.33,331$2.77M0.0%+11.8%0.497%
11/6/2025Westbourne Investments Inc.3,912$333K0.2%N/A0.058%
11/5/2025 J.W. Cole Advisors Inc.7,631$635K0.0%N/A0.114%
11/5/2025 Envestnet Asset Management Inc.1,258,647$104.68M0.0%+5.8%18.786%
11/4/2025Cornerstone Planning Group LLC625$53K0.0%N/A0.009%
11/3/2025AE Wealth Management LLC7,485$623K0.0%-60.0%0.112%
10/31/2025Cullen Frost Bankers Inc.9,300$774K0.0%+10.9%0.139%
10/30/2025 Envestnet Portfolio Solutions Inc.16,506$1.37M0.0%-42.8%0.246%
10/30/2025Elevation Capital Advisory LLC23,227$1.93M0.8%N/A0.347%
10/29/2025 Wealth Enhancement Advisory Services LLC19,595$1.63M0.0%-10.9%0.297%
10/28/2025 Nwam LLC2,768$227K0.0%N/A0.042%
10/23/2025 Strategic Blueprint LLC23,914$1.99M0.1%+33.0%0.362%
10/22/2025 Bryant Woods Investment Advisors LLC11,904$990K0.4%-6.1%0.180%
10/22/2025Keystone Wealth Services LLC6,759$562K0.1%+41.8%0.102%
10/22/2025 Commonwealth Equity Services LLC67,714$5.63M0.0%+26.9%1.026%
10/14/2025 Farther Finance Advisors LLC2,310$192K0.0%N/A0.035%
10/7/2025 Nova Wealth Management Inc.9,411$783K0.6%-1.6%0.143%
10/6/2025 Orgel Wealth Management LLC9,108$758K0.0%+3.1%0.138%
10/3/2025Dentgroup LLC2,871$239K0.2%N/A0.044%
9/4/2025Osaic Holdings Inc.31,677$2.40M0.0%+5.9%0.487%
8/18/2025Kestra Investment Management LLC4,090$310K0.0%+19.8%0.063%
8/15/2025High Falls Advisors Inc3,898$296K0.1%N/A0.060%
8/15/2025Bank of America Corp DE18,330$1.39M0.0%+14.1%0.282%
8/14/2025Jane Street Group LLC33,444$2.54M0.0%-6.6%0.515%
8/14/2025Raymond James Financial Inc.130,159$9.87M0.0%+9.5%2.002%
8/14/2025 Darwin Wealth Management LLC4,326$328K0.1%N/A0.067%
8/14/2025NewEdge Advisors LLC58,485$4.44M0.0%+373.9%0.900%
8/14/2025Cerity Partners LLC59,997$4.55M0.0%-3.4%0.923%


FDMO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FDMO shares?

During the previous two years, 94 institutional investors and hedge funds held shares of Fidelity Momentum Factor ETF. The most heavily invested institutionals were International Assets Investment Management LLC ($665.08M), FMR LLC ($111.01M), Envestnet Asset Management Inc. ($104.68M), Great Lakes Retirement Inc. ($19.24M), Kestra Advisory Services LLC ($16.79M), Cetera Investment Advisers ($16.38M), and Raymond James Financial Inc. ($11.00M).Learn more on Fidelity Momentum Factor ETF's institutional investors.

Which institutional investors have been buying Fidelity Momentum Factor ETF's stock?

Of the 92 institutional investors that purchased Fidelity Momentum Factor ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($1.53M), International Assets Investment Management LLC ($1.01M), Envestnet Asset Management Inc. ($344.92K), Raymond James Financial Inc. ($236.04K), Kestra Advisory Services LLC ($168.64K), Cetera Investment Advisers ($94.03K), and Marks Group Wealth Management Inc ($85.12K).

How much institutional buying is happening at Fidelity Momentum Factor ETF?

Institutional investors have bought a total of 1,119,659 shares in the last 24 months. This purchase volume represents approximately $86.61M in transactions.

Which of Fidelity Momentum Factor ETF's major shareholders have been selling company stock?

Of the 24 institutional investors that sold Fidelity Momentum Factor ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: AE Wealth Management LLC ($80.29K), NewEdge Advisors LLC ($31.16K), Kestra Advisory Services LLC ($16.10K), Envestnet Portfolio Solutions Inc. ($12.37K), Prudential PLC ($9.76K), Sunbelt Securities Inc. ($9.10K), and Goldman Sachs Group Inc. ($8.76K).

How much institutional selling is happening at Fidelity Momentum Factor ETF?

Institutional investors have sold a total of 193,510 shares in the last 24 months. This volume of shares sold represents approximately $15.36M in transactions.


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This page (NYSEARCA:FDMO) was last updated on 5/5/2026 by MarketBeat.com Staff.
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