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Fidelity International Value Factor ETF (FIVA) Institutional Ownership

Fidelity International Value Factor ETF logo
$40.21 +0.04 (+0.10%)
As of 11:21 AM Eastern
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Institutional Ownership Changes (13F Filings) for Fidelity International Value Factor ETF (NYSEARCA:FIVA)

Number of
Institutional Buyers
(last 12 months)
46
Total
Institutional Inflows
(last 12 months)
$99.83M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$5.52M
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FIVA Institutional Buying and Selling by Quarter

Fidelity International Value Factor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Focus Financial Network Inc.10,383$400K0.0%+21.9%0.071%
7/9/2026 Roan Capital Partners100,174$3.86M3.2%-10.1%0.686%
7/8/2026 Midwest Financial Network LLC35,525$1.37M0.9%+113.9%0.243%
7/6/2026 RDA Financial Network7,190$277K0.1%N/A0.049%
6/4/2026 Midwest Financial Network LLC16,607$578K0.5%N/A0.115%
5/19/2026Bank of America Corp DE55,766$1.94M0.0%+13.2%0.385%
5/19/2026 Arkadios 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%
5/13/2026 Cetera Investment Advisers153,107$5.33M0.0%+16.7%1.056%
5/5/2026 D.A. Davidson & CO.180,028$6.27M0.0%N/A1.242%
5/1/2026 Fifth Third Bancorp2,124$74K0.0%N/A0.015%
4/30/2026 Kestra Advisory Services LLC202,048$7.03M0.0%+213.8%1.393%
4/23/2026Asset Allocation Strategies LLC7,626$265K0.0%+22.6%0.053%
4/22/2026 Patriot Financial Group Insurance Agency LLC39,760$1.38M0.1%+124.7%0.274%
4/21/2026 RCS Financial Planning LLC20,548$715K0.4%N/A0.142%
2/19/2026 Compound Planning Inc.30,649$1.05M0.0%N/A0.243%
2/18/2026High Falls Advisors Inc10,958$375K0.1%+29.5%0.087%
2/18/2026 Braeburn Wealth Management LLC216,797$7.42M3.8%N/A1.721%
2/18/2026 Align Financial LLC961,384$32.91M0.1%N/A7.630%
2/17/2026 Cetera 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%
2/16/2026 MML Investors Services LLC8,257$283K0.0%+8.4%0.066%
2/16/2026Mariner LLC23,760$813K0.0%+57.9%0.189%
2/13/2026 Kestra Advisory Services LLC64,387$2.20M0.0%+5.8%0.511%
2/13/2026Inspire Advisors LLC143,733$4.92M0.5%N/A1.141%
2/13/2026 Arkadios 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%
2/12/2026 Commonwealth Equity Services LLC1,616,599$55.34M0.1%+15.2%12.830%
2/12/2026 Great Valley Advisor Group Inc.51,692$1.77M0.0%-14.8%0.410%
2/11/2026 LPL Financial LLC271,965$9.31M0.0%-4.3%2.158%
2/10/2026 Northwestern Mutual Wealth Management Co.1,739$60K0.0%+247.8%0.014%
2/9/2026 HBK Sorce Advisory LLC17,076$637K0.0%-12.4%0.136%
2/4/2026 Summit 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%
2/3/2026 Koshinski Asset Management Inc.6,054$207K0.0%-35.3%0.048%
1/29/2026 Beirne Wealth Consulting Services LLC9,422$323K0.1%-4.7%0.080%
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1/28/2026Dentgroup LLC6,985$239K0.2%N/A0.059%
1/23/2026 Farther Finance Advisors LLC7,005$240K0.0%+55.5%0.061%
1/13/2026 Cadent Capital Advisors LLC69,162$2.37M0.6%+0.4%0.659%
1/1/2026 JPMorgan Chase & Co.54,673$1.71M0.0%+19.6%0.607%
11/19/2025Sunbelt Securities Inc.7,195$225K0.0%N/A0.080%
11/18/2025 Advisory Services Network LLC5,345$167K0.0%N/A0.059%
11/17/2025 OmniStar Financial Group Inc.36,923$1.16M0.7%+4.0%0.410%
11/17/2025Mariner LLC15,050$471K0.0%+21.6%0.167%
11/17/2025 National 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%
11/10/2025 Koshinski Asset Management Inc.9,356$293K0.0%-16.0%0.104%
11/7/2025 JPMorgan Chase & Co.54,673$1.71M0.0%+19.6%0.607%
11/6/2025Ameritas Advisory Services LLC8,225$257K0.0%+40.7%0.091%
11/5/2025 J.W. Cole Advisors Inc.7,708$241K0.0%N/A0.086%
11/5/2025 Envestnet Asset Management Inc.46,837$1.47M0.0%+126.2%0.520%
11/4/2025 Cornerstone Planning Group LLC1,526$48K0.0%N/A0.017%
11/4/2025 Money Concepts Capital Corp6,797$213K0.0%N/A0.076%
10/29/2025 Arkadios Wealth Advisors10,072$315K0.0%N/A0.113%
10/28/2025 Nwam LLC7,232$228K0.0%N/A0.081%
10/23/2025 Benjamin Edwards Inc.30,040$940K0.0%+183.4%0.338%
10/22/2025 CoreCap Advisors LLC1,273$40K0.0%-27.7%0.014%
10/22/2025 Commonwealth Equity Services LLC1,403,723$43.91M0.1%-5.2%15.772%
10/15/2025 Cadent Capital Advisors LLC68,862$2.15M0.6%+22.1%0.783%
10/9/2025 Prosperity Planning Inc.6,586$206K0.1%N/A0.076%
10/8/2025 Patriot 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%
8/15/2025 Great Valley Advisor Group Inc.48,365$1.42M0.0%N/A0.597%
8/15/2025 Benjamin 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%
8/13/2025 Northwestern Mutual Wealth Management Co.5,019$147K0.0%+32.5%0.062%
8/12/2025 JPMorgan Chase & Co.45,697$1.34M0.0%+36.8%0.564%
8/8/2025 Cetera Investment Advisers98,737$2.90M0.0%+10.0%1.234%
8/8/2025 OmniStar Financial Group Inc.35,490$1.04M0.8%-2.1%0.444%
8/4/2025 Spire Wealth Management3,540$104K0.0%-43.0%0.044%
8/4/2025 Beirne Wealth Consulting Services LLC9,904$291K0.1%-48.7%0.124%
8/1/2025 Envestnet Asset Management Inc.20,707$608K0.0%+51.8%0.259%
7/29/2025 Koshinski Asset Management Inc.11,138$327K0.0%+8.6%0.139%
7/21/2025Ameritas Advisory Services LLC5,845$171K0.0%N/A0.073%
7/16/2025 Cadent Capital Advisors LLC56,376$1.65M0.5%+21.2%0.705%
7/11/2025 Farther 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%
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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%
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%


FIVA Institutional Ownership - Frequently Asked Questions

During the previous two years, 58 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 54 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 ($467.58K), FMR LLC ($381.02K), Summit Wealth Group LLC Co. ($225.54K), Braeburn Wealth Management LLC ($216.80K), Jane Street Group LLC ($200.74K), and Royal Bank of Canada ($189.47K).

Institutional investors have bought a total of 2,940,285 shares in the last 24 months. This purchase volume represents approximately $99.83M in transactions.

Of the 10 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: Commonwealth Equity Services LLC ($77.48K), Osaic Holdings Inc. ($38.02K), LPL Financial LLC ($12.19K), Roan Capital Partners ($11.30K), Royal Bank of Canada ($10.29K), Great Valley Advisor Group Inc. ($9.00K), and Koshinski Asset Management Inc. ($5.08K).

Institutional investors have sold a total of 166,739 shares in the last 24 months. This volume of shares sold represents approximately $5.52M in transactions.


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Institutional ownership data for NYSEARCA:FIVA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/9/2026. New 13F filings are added each quarter as they're published.
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