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Fidelity International Value Factor ETF (FIVA) Institutional Ownership

Fidelity International Value Factor ETF logo
$38.48 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Fidelity International Value Factor ETF (NYSEARCA:FIVA)

Number of
Institutional Buyers
(last 12 months)
45
Total
Institutional Inflows
(last 12 months)
$100.45M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$9.56M
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FIVA Institutional Buying and Selling by Quarter

Fidelity International Value Factor ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/4/2026Midwest Financial Network LLC16,607$578K0.5%N/A0.115%
5/19/2026Bank of America Corp DE55,766$1.94M0.0%+13.2%0.385%
5/19/2026Arkadios Wealth Advisors18,989$661K0.0%+7.3%0.131%
5/18/2026Royal Bank of Canada191,532$6.67M0.0%+9,202.2%1.321%
5/14/2026Sei Investments Co.38,411$1.34M0.0%N/A0.265%
5/13/2026Cetera Investment Advisers153,107$5.33M0.0%+16.7%1.056%
5/5/2026D.A. Davidson & CO.180,028$6.27M0.0%N/A1.242%
5/1/2026Fifth Third Bancorp2,124$74K0.0%N/A0.015%
4/30/2026Kestra Advisory Services LLC202,048$7.03M0.0%+213.8%1.393%
4/23/2026Asset Allocation Strategies LLC7,626$265K0.0%+22.6%0.053%
4/22/2026Patriot Financial Group Insurance Agency LLC39,760$1.38M0.1%+124.7%0.274%
4/21/2026RCS Financial Planning LLC20,548$715K0.4%N/A0.142%
2/19/2026Compound Planning Inc.30,649$1.05M0.0%N/A0.243%
2/18/2026High Falls Advisors Inc10,958$375K0.1%+29.5%0.087%
2/18/2026Braeburn Wealth Management LLC216,797$7.42M3.8%N/A1.721%
2/18/2026Align Financial LLC961,384$32.91M0.1%N/A7.630%
2/17/2026Cetera Investment Advisers131,171$4.49M0.0%+15.1%1.041%
2/17/2026Osaic Holdings Inc.106,099$3.63M0.0%-26.4%0.842%
2/17/2026&PARTNERS21,842$750K0.0%N/A0.173%
2/17/2026Royal Bank of Canada2,059$70K0.0%-83.3%0.016%
2/16/2026MML Investors Services LLC8,257$283K0.0%+8.4%0.066%
2/16/2026Mariner LLC23,760$813K0.0%+57.9%0.189%
2/13/2026Kestra Advisory Services LLC64,387$2.20M0.0%+5.8%0.511%
2/13/2026Inspire Advisors LLC143,733$4.92M0.5%N/A1.141%
2/13/2026Arkadios Wealth Advisors17,702$606K0.0%+75.8%0.140%
2/13/2026Asset Allocation Strategies LLC6,222$213K0.0%N/A0.049%
2/12/2026Jane Street Group LLC100,100$3.43M0.0%+96.1%0.794%
2/12/2026Commonwealth Equity Services LLC1,616,599$55.34M0.1%+15.2%12.830%
2/12/2026Great Valley Advisor Group Inc.51,692$1.77M0.0%-14.8%0.410%
2/11/2026LPL Financial LLC271,965$9.31M0.0%-4.3%2.158%
2/10/2026Northwestern Mutual Wealth Management Co.1,739$60K0.0%+247.8%0.014%
2/9/2026HBK Sorce Advisory LLC17,076$637K0.0%-12.4%0.136%
2/4/2026Summit Wealth Group LLC Co.225,540$7.72M1.0%N/A1.804%
2/4/2026Ameritas Advisory Services LLC15,479$530K0.0%+88.2%0.124%
2/3/2026Koshinski Asset Management Inc.6,054$207K0.0%-35.3%0.048%
1/29/2026Beirne Wealth Consulting Services LLC9,422$323K0.1%-4.7%0.080%
1/28/2026Dentgroup LLC6,985$239K0.2%N/A0.059%
1/23/2026Farther Finance Advisors LLC7,005$240K0.0%+55.5%0.061%
1/13/2026Cadent Capital Advisors LLC69,162$2.37M0.6%+0.4%0.659%
1/1/2026JPMorgan Chase & Co.54,673$1.71M0.0%+19.6%0.607%
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11/19/2025Sunbelt Securities Inc.7,195$225K0.0%N/A0.080%
11/18/2025Advisory Services Network LLC5,345$167K0.0%N/A0.059%
11/17/2025OmniStar Financial Group Inc.36,923$1.16M0.7%+4.0%0.410%
11/17/2025Mariner LLC15,050$471K0.0%+21.6%0.167%
11/17/2025National Bank of Canada FI1,800$56K0.0%N/A0.020%
11/17/2025High Falls Advisors Inc8,465$265K0.1%N/A0.094%
11/17/2025Bank of America Corp DE39,374$1.23M0.0%+49.2%0.437%
11/17/2025Ameriprise Financial Inc.25,210$789K0.0%N/A0.280%
11/14/2025Raymond James Financial Inc.10,412$326K0.0%+49.1%0.116%
11/10/2025Koshinski Asset Management Inc.9,356$293K0.0%-16.0%0.104%
11/7/2025JPMorgan Chase & Co.54,673$1.71M0.0%+19.6%0.607%
11/6/2025Ameritas Advisory Services LLC8,225$257K0.0%+40.7%0.091%
11/5/2025J.W. Cole Advisors Inc.7,708$241K0.0%N/A0.086%
11/5/2025Envestnet Asset Management Inc.46,837$1.47M0.0%+126.2%0.520%
11/4/2025Cornerstone Planning Group LLC1,526$48K0.0%N/A0.017%
11/4/2025Money Concepts Capital Corp6,797$213K0.0%N/A0.076%
10/29/2025Arkadios Wealth Advisors10,072$315K0.0%N/A0.113%
10/28/2025Nwam LLC7,232$228K0.0%N/A0.081%
10/23/2025Benjamin Edwards Inc.30,040$940K0.0%+183.4%0.338%
10/22/2025CoreCap Advisors LLC1,273$40K0.0%-27.7%0.014%
10/22/2025Commonwealth Equity Services LLC1,403,723$43.91M0.1%-5.2%15.772%
10/15/2025Cadent Capital Advisors LLC68,862$2.15M0.6%+22.1%0.783%
10/9/2025Prosperity Planning Inc.6,586$206K0.1%N/A0.076%
10/8/2025Patriot Financial Group Insurance Agency LLC17,587$550K0.1%N/A0.202%
9/4/2025Osaic Holdings Inc.113,125$3.32M0.0%+210.9%1.397%
8/15/2025Asset Allocation Strategies LLC7,093$208K0.0%N/A0.088%
8/15/2025Great Valley Advisor Group Inc.48,365$1.42M0.0%N/A0.597%
8/15/2025Benjamin Edwards Inc.10,600$311K0.0%N/A0.131%
8/15/2025Bank of America Corp DE26,382$774K0.0%+1.6%0.326%
8/14/2025Jane Street Group LLC27,219$799K0.0%-79.3%0.336%
8/14/2025Raymond James Financial Inc.6,983$205K0.0%N/A0.086%
8/13/2025Flow Traders U.S. LLC32,444$952K0.0%-52.0%0.401%
8/13/2025Northwestern Mutual Wealth Management Co.5,019$147K0.0%+32.5%0.062%
8/12/2025JPMorgan Chase & Co.45,697$1.34M0.0%+36.8%0.564%
8/8/2025Cetera Investment Advisers98,737$2.90M0.0%+10.0%1.234%
8/8/2025OmniStar Financial Group Inc.35,490$1.04M0.8%-2.1%0.444%
8/4/2025Spire Wealth Management3,540$104K0.0%-43.0%0.044%
8/4/2025Beirne Wealth Consulting Services LLC9,904$291K0.1%-48.7%0.124%
8/1/2025Envestnet Asset Management Inc.20,707$608K0.0%+51.8%0.259%
7/29/2025Koshinski Asset Management Inc.11,138$327K0.0%+8.6%0.139%
7/21/2025Ameritas Advisory Services LLC5,845$171K0.0%N/A0.073%
7/16/2025Cadent Capital Advisors LLC56,376$1.65M0.5%+21.2%0.705%
7/11/2025Farther Finance Advisors LLC4,505$132K0.0%N/A0.056%
5/19/2025Jane Street Group LLC131,648$3.51M0.0%-13.2%1.881%
5/14/2025Northwestern Mutual Wealth Management Co.3,788$101K0.0%N/A0.054%
5/14/2025Kestra Advisory Services LLC56,619$1.51M0.0%-31.1%0.809%
5/14/2025Flow Traders U.S. LLC67,651$1.80M0.1%+94.7%0.966%
5/9/2025Commonwealth Equity Services LLC1,370,613$36.53M0.1%+15.3%19.580%
5/7/2025LPL Financial LLC172,147$4.59M0.0%+1,241.4%2.459%
5/6/2025Cetera Investment Advisers89,759$2.39M0.0%N/A1.282%
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5/1/2025Beirne Wealth Consulting Services LLC19,291$514K0.2%-2.9%0.276%
4/29/2025Envestnet Asset Management Inc.13,641$364K0.0%-14.8%0.195%
4/28/2025Revisor Wealth Management LLC14,635$390K0.2%N/A0.209%
4/25/2025Koshinski Asset Management Inc.10,260$273K0.0%+19.5%0.127%
4/23/2025HBK Sorce Advisory LLC19,527$520K0.0%-19.7%0.241%
4/21/2025Cadent Capital Advisors LLC46,521$1.24M0.4%-4.8%0.574%
2/24/2025Ameriflex Group Inc.1,816$46K0.0%N/A0.039%
2/17/2025Bank of America Corp DE26,034$630K0.0%+661.7%0.566%
2/14/2025Jane Street Group LLC151,678$3.67M0.0%+58.6%3.297%
2/13/2025Mariner LLC10,561$256K0.0%+31.5%0.230%


FIVA Institutional Ownership - Frequently Asked Questions

During the previous two years, 55 institutional investors and hedge funds held shares of Fidelity International Value Factor ETF. The most heavily invested institutionals were FMR LLC ($55.57M), Commonwealth Equity Services LLC ($55.34M), Align Financial LLC ($32.91M), Pallas Capital Advisors LLC ($16.29M), LPL Financial LLC ($9.31M), Summit Wealth Group LLC Co. ($7.72M), and Braeburn Wealth Management LLC ($7.42M).Learn more on Fidelity International Value Factor ETF's institutional investors.

Of the 52 institutional investors that purchased Fidelity International Value Factor ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Align Financial LLC ($961.38K), Commonwealth Equity Services LLC ($650.62K), Pallas Capital Advisors LLC ($637.33K), FMR LLC ($381.02K), Summit Wealth Group LLC Co. ($225.54K), Braeburn Wealth Management LLC ($216.80K), and Jane Street Group LLC ($200.74K).

Institutional investors have bought a total of 2,969,943 shares in the last 24 months. This purchase volume represents approximately $100.45M in transactions.

Of the 13 institutional investors that sold Fidelity International Value Factor ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($104.43K), Commonwealth Equity Services LLC ($77.48K), Osaic Holdings Inc. ($38.02K), Flow Traders U.S. LLC ($35.21K), LPL Financial LLC ($12.19K), Royal Bank of Canada ($10.29K), and Beirne Wealth Consulting Services LLC ($9.86K).

Institutional investors have sold a total of 307,884 shares in the last 24 months. This volume of shares sold represents approximately $9.56M in transactions.



This page (NYSEARCA:FIVA) was last updated on 7/5/2026 by MarketBeat.com Staff.
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