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Fidelity U.S. Multifactor ETF (FLRG) Institutional Ownership

$40.87 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Fidelity U.S. Multifactor ETF (NYSEARCA:FLRG)

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$52.70M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$4.20M
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FLRG Institutional Buying and Selling by Quarter

Fidelity U.S. Multifactor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026Western Wealth Management LLC72,037$2.65M0.1%N/A1.015%
5/13/2026Cetera Investment Advisers10,686$393K0.0%-74.9%0.151%
5/1/2026Sovran Advisors LLC26,846$1.07M0.1%+3.5%0.378%
4/30/2026Kestra Advisory Services LLC72,214$2.66M0.0%+41.9%1.017%
4/20/2026Kestra Private Wealth Services LLC9,876$363K0.0%+47.3%0.139%
4/20/2026RFG Advisory LLC5,486$202K0.0%N/A0.077%
4/20/2026Centennial Wealth Advisory LLC84,476$3.11M0.8%-1.3%1.190%
4/18/2026Berman McAleer LLC322,951$11.88M1.6%+10.8%4.549%
3/13/2026World Investment Advisors31,348$1.19M0.0%-7.3%0.435%
2/17/2026Cetera Investment Advisers42,630$1.62M0.0%+4.3%0.592%
2/17/2026Osaic Holdings Inc.52,916$2.01M0.0%+5.6%0.735%
2/17/2026Advisory Services Network LLC222,740$8.45M0.1%+1.9%3.094%
2/13/2026CreativeOne Wealth LLC13,211$501K0.0%-2.3%0.183%
2/13/2026Kestra Advisory Services LLC50,877$1.93M0.0%+19.0%0.707%
2/12/2026Commonwealth Equity Services LLC795,544$30.19M0.0%-1.3%11.049%
2/12/2026Principal Securities Inc.49,788$1.89M0.0%+5.7%0.692%
2/11/2026LPL Financial LLC13,426$510K0.0%-14.1%0.186%
2/5/2026Northwestern Mutual Wealth Management Co.51,096$1.94M0.0%+921.9%0.710%
2/5/2026Williams & Novak LLC9,299$353K0.3%+14.5%0.129%
2/5/2026Berman McAleer LLC291,358$11.06M1.5%+5.2%4.047%
2/4/2026World Investment Advisors31,348$1.19M0.0%-7.3%0.435%
1/29/2026High Point Wealth Management LLC6,200$235K0.2%N/A0.086%
1/26/2026AE Wealth Management LLC1,942,395$73.71M0.4%+8.5%26.978%
1/20/2026Sovran Advisors LLC25,937$995K0.1%+4.6%0.360%
1/14/2026Centennial Wealth Advisory LLC85,632$3.25M0.9%+4.1%1.189%
1/8/2026Wealth Enhancement Advisory Services LLC273,561$10.46M0.0%+7.6%3.799%
1/1/2026JPMorgan Chase & Co.24,822$954K0.0%+20.1%0.345%
11/18/2025Advisory Services Network LLC218,581$8.40M0.1%-6.6%3.036%
11/17/2025Kestra Private Wealth Services LLC6,704$258K0.0%N/A0.093%
11/17/2025Susquehanna International Group LLP39,909$1.54M0.0%N/A0.554%
11/17/2025High Falls Advisors Inc7,069$272K0.1%+8.2%0.098%
11/17/2025Citadel Advisors LLC32,388$1.25M0.0%+311.8%0.450%
11/14/2025Raymond James Financial Inc.14,520$558K0.0%+70.1%0.202%
11/14/2025Two Sigma Investments LP39,000$1.50M0.0%-10.1%0.542%
11/13/2025CreativeOne Wealth LLC13,525$520K0.0%N/A0.188%
11/7/2025JPMorgan Chase & Co.24,822$954K0.0%+20.1%0.345%
11/6/2025Savvy Advisors Inc.6,635$255K0.0%N/A0.092%
11/5/2025Envestnet Asset Management Inc.6,196$238K0.0%-54.4%0.086%
11/4/2025Mutual Advisors LLC7,862$299K0.0%N/A0.109%
11/4/2025Berman McAleer LLC276,840$10.65M1.5%N/A3.845%
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11/3/2025AE Wealth Management LLC1,789,530$68.81M0.4%+16.8%24.855%
10/31/2025Sovran Advisors LLC24,800$944K0.1%+13.5%0.344%
10/30/2025Williams & Novak LLC8,118$312K0.2%+30.3%0.113%
10/29/2025Wealth Enhancement Advisory Services LLC254,197$9.75M0.0%+1.6%3.531%
10/22/2025Centennial Wealth Advisory LLC82,248$3.16M0.9%+3.3%1.142%
10/22/2025Commonwealth Equity Services LLC805,968$30.99M0.0%-3.6%11.194%
10/21/2025Silver Oak Securities Incorporated5,559$214K0.0%N/A0.077%
10/15/2025World Investment Advisors33,829$1.30M0.0%-3.1%0.470%
9/4/2025Osaic Holdings Inc.44,325$1.59M0.0%+37.0%0.662%
8/29/2025Evolution Wealth Management Inc.1,256$45K0.1%N/A0.019%
8/19/2025Advisory Services Network LLC233,929$8.48M0.1%+20.0%3.491%
8/15/2025High Falls Advisors Inc6,533$235K0.1%N/A0.098%
8/14/2025Raymond James Financial Inc.8,538$307K0.0%N/A0.127%
8/14/2025Clarity Asset Management Inc.1,520$55K0.0%N/A0.023%
8/13/2025Northwestern Mutual Wealth Management Co.5,000$180K0.0%N/A0.075%
8/12/2025JPMorgan Chase & Co.20,672$743K0.0%+319.0%0.309%
8/8/2025Cetera Investment Advisers48,318$1.74M0.0%+7.4%0.732%
8/6/2025AE Wealth Management LLC1,531,499$55.05M0.4%+16.1%23.205%
8/5/2025Sigma Planning Corp23,674$851K0.0%-5.1%0.359%
8/4/2025World Investment Advisors34,925$1.26M0.0%+10.8%0.529%
8/1/2025Envestnet Asset Management Inc.13,597$489K0.0%+93.5%0.206%
7/24/2025Williams & Novak LLC6,231$224K0.2%N/A0.094%
7/24/2025IFP Advisors Inc52,331$1.88M0.1%+1.1%0.793%
7/17/2025Centennial Wealth Advisory LLC79,585$2.86M0.9%+6.8%1.215%
7/17/2025Beacon Capital Management LLC1,205$43K0.0%+185.5%0.018%
7/10/2025Wealth Enhancement Advisory Services LLC250,142$9.05M0.0%+2.8%3.819%
7/10/2025Sovran Advisors LLC21,852$783K0.1%+11.8%0.334%
7/2/2025Dentgroup LLC6,159$221K0.2%N/A0.094%
5/16/2025Goldman Sachs Group Inc.48,565$1.61M0.0%+272.6%0.741%
5/9/2025Commonwealth Equity Services LLC837,649$27.78M0.0%-1.9%13.402%
5/6/2025Cetera Investment Advisers44,992$1.49M0.0%-23.6%0.720%
5/6/2025AE Wealth Management LLC1,319,340$43.75M0.4%+15.0%21.109%
5/5/2025IFP Advisors Inc51,738$1.72M0.1%-24.9%0.828%
5/2/2025Sigma Planning Corp24,951$827K0.0%-3.8%0.399%
4/29/2025World Investment Advisors31,525$1.05M0.0%+53.8%0.504%
4/22/2025Cambridge Investment Research Advisors Inc.18,911$627K0.0%-2.1%0.310%
4/21/2025Centennial Wealth Advisory LLC74,512$2.47M0.9%+7.1%1.222%
4/17/2025Sowell Financial Services LLC6,272$208K0.0%N/A0.103%
4/16/2025Wealth Enhancement Advisory Services LLC243,239$8.07M0.0%+8.2%3.988%
3/17/2025Wealth Enhancement Advisory Services LLC224,840$7.60M0.0%N/A3.779%
2/18/2025Western Wealth Management LLC57,579$1.95M0.6%+4.8%1.645%
2/17/2025Cetera Investment Advisers58,899$1.99M0.0%+7.1%1.683%
2/17/2025Citadel Advisors LLC33,122$1.12M0.0%N/A0.946%
2/10/2025Commonwealth Equity Services LLC853,458$28.86M0.0%+4.6%24.385%
2/4/2025IFP Advisors Inc68,912$2.33M0.1%-21.1%1.969%
2/3/2025Sigma Planning Corp25,934$877K0.0%N/A0.741%
1/30/2025Principal Securities Inc.1,874$63K0.0%+83.5%0.054%
1/29/2025Sovran Advisors LLC19,409$663K0.1%N/A0.555%
1/27/2025Centennial Wealth Advisory LLC69,595$2.35M0.9%+0.6%1.988%
1/17/2025West Branch Capital LLC2,760$93K0.0%N/A0.079%
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12/26/2024JPMorgan Chase & Co.1,347$46K0.0%N/A0.038%
11/13/2024FMR LLC4,595$156K0.0%+283.2%0.131%
10/30/2024Centennial Wealth Advisory LLC69,168$2.34M0.9%N/A1.976%
8/22/2024Cetera Investment Advisers51,282$1.62M0.0%+1.2%1.465%
7/31/2024Commonwealth Equity Services LLC817,492$25.81M0.0%-4.8%23.357%
7/29/2024Arkadios Wealth Advisors6,522$206K0.0%-73.5%0.186%
5/24/2024Cetera Investment Advisers50,650$1.55M0.0%N/A1.447%
4/30/2024Arkadios Wealth Advisors24,568$750K0.1%-2.3%0.712%
4/29/2024Commonwealth Equity Services LLC858,425$26.21M0.0%+228.9%24.882%
2/7/2024Principal Securities Inc.1,011$28K0.0%N/A0.078%


FLRG Institutional Ownership - Frequently Asked Questions

During the previous two years, 42 institutional investors and hedge funds held shares of Fidelity U.S. Multifactor ETF. The most heavily invested institutionals were AE Wealth Management LLC ($73.71M), Commonwealth Equity Services LLC ($30.19M), Berman McAleer LLC ($11.88M), Wealth Enhancement Advisory Services LLC ($10.46M), Advisory Services Network LLC ($8.45M), Centennial Wealth Advisory LLC ($3.11M), and Kestra Advisory Services LLC ($2.66M).Learn more on Fidelity U.S. Multifactor ETF's institutional investors.

Of the 38 institutional investors that purchased Fidelity U.S. Multifactor ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: AE Wealth Management LLC ($795.41K), Berman McAleer LLC ($322.95K), Wealth Enhancement Advisory Services LLC ($273.56K), Centennial Wealth Advisory LLC ($85.63K), Western Wealth Management LLC ($74.70K), Citadel Advisors LLC ($57.65K), and Northwestern Mutual Wealth Management Co. ($51.10K).

Institutional investors have bought a total of 1,401,736 shares in the last 24 months. This purchase volume represents approximately $52.70M in transactions.

Of the 10 institutional investors that sold Fidelity U.S. Multifactor 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 ($40.81K), Cetera Investment Advisers ($31.94K), Advisory Services Network LLC ($15.35K), Envestnet Asset Management Inc. ($7.40K), World Investment Advisors ($6.06K), Two Sigma Investments LP ($4.40K), and LPL Financial LLC ($2.21K).

Institutional investors have sold a total of 110,917 shares in the last 24 months. This volume of shares sold represents approximately $4.20M in transactions.


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