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Fidelity Quality Factor ETF (FQAL) Institutional Ownership

Fidelity Quality Factor ETF logo
$73.99 +0.07 (+0.09%)
Closing price 10/15/2025 04:10 PM Eastern
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$74.10 +0.11 (+0.15%)
As of 10/15/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Fidelity Quality Factor ETF (NYSEARCA:FQAL)

Number of
Institutional Buyers
(last 12 months)
81
Total
Institutional Inflows
(last 12 months)
$66.11M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$136.31M
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FQAL Institutional Buying and Selling by Quarter

Fidelity Quality Factor ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/14/2025 High Probability Advisors LLC303,348$22.67M3.1%+3.0%2.009%
10/14/2025 Farther Finance Advisors LLC2,093$156K0.0%N/A0.014%
10/8/2025 Beacon Financial Group151,529$11.32M1.1%-4.6%1.010%
10/7/2025 Canandaigua National Bank & Trust Co.4,296$321K0.0%+15.5%0.029%
10/6/2025 Orgel Wealth Management LLC932,277$69.66M1.6%-2.0%6.215%
9/4/2025Osaic Holdings Inc.119,627$8.34M0.0%-7.0%0.803%
8/19/2025B. Riley Wealth Advisors Inc.15,500$1.08M0.1%N/A0.104%
8/18/2025Kestra Investment Management LLC3,215$224K0.0%N/A0.022%
8/15/2025EP Wealth Advisors LLC2,328$162K0.0%N/A0.016%
8/15/2025Bank of America Corp DE46,814$3.26M0.0%+3.2%0.314%
8/14/2025Jane Street Group LLC16,967$1.18M0.0%+53.1%0.114%
8/14/2025Raymond James Financial Inc.478$33K0.0%N/A0.003%
8/14/2025FWL Investment Management LLC5,563$387K0.1%-14.2%0.037%
8/14/2025Clarity Asset Management Inc.525$37K0.0%-50.3%0.004%
8/14/2025NewEdge Advisors LLC32,882$2.29M0.0%+25.2%0.221%
8/14/2025Qube Research & Technologies Ltd1,294$90K0.0%+37.2%0.009%
8/14/2025Cerity Partners LLC36,125$2.52M0.0%+70.4%0.242%
8/13/2025Flow Traders U.S. LLC3,306$230K0.0%N/A0.022%
8/13/2025Twin Peaks Wealth Advisors LLC836$61K0.0%N/A0.006%
8/13/2025Lido Advisors LLC19,032$1.33M0.0%-2.4%0.128%
8/13/2025Northwestern Mutual Wealth Management Co.26,501$1.85M0.0%+1.8%0.178%
8/12/2025J.W. Cole Advisors Inc.7,740$539K0.0%N/A0.052%
8/12/2025JPMorgan Chase & Co.228,984$15.94M0.0%+29.2%1.537%
8/12/2025PKS Advisory Services LLC19,979$1.39M0.3%+5.1%0.134%
8/11/2025TD Waterhouse Canada Inc.9,879$688K0.0%+9.2%0.066%
8/8/2025Rockefeller Capital Management L.P.44,412$3.09M0.0%+8.1%0.298%
8/8/2025Cetera Investment Advisers115,368$8.03M0.0%+6.5%0.774%
8/8/2025Creative Planning3,272$228K0.0%N/A0.022%
8/8/2025OmniStar Financial Group Inc.25,134$1.75M1.3%+1.2%0.169%
8/8/2025Foundations Investment Advisors LLC17,857$1.24M0.0%+28.4%0.120%
8/7/2025Nwam LLC3,311$236K0.0%N/A0.022%
8/7/2025Allworth Financial LP38,316$2.67M0.0%+0.4%0.257%
8/6/2025RWA Wealth Partners LLC5,690$396K0.0%-37.1%0.038%
8/6/2025True Wealth Design LLC3,524$245K0.1%-6.9%0.024%
8/6/2025AE Wealth Management LLC19,159$1.33M0.0%-74.5%0.129%
8/6/2025Stone House Investment Management LLC6,726$468K0.1%+469.0%0.045%
8/5/2025Bank of Montreal Can3,764$262K0.0%+6.0%0.025%
8/5/2025Sigma Planning Corp6,606$460K0.0%+6.0%0.044%
8/4/2025Great Lakes Retirement Inc.239,492$16.68M2.0%-0.6%1.607%
8/4/2025Spire Wealth Management660$46K0.0%-73.0%0.004%
8/1/2025Envestnet Asset Management Inc.1,101,814$76.72M0.0%+0.0%7.395%
7/31/2025Sequent Asset Management LLC31,571$2.20M1.8%-1.8%0.212%
7/30/2025Strategic Blueprint LLC12,493$870K0.0%N/A0.084%
7/30/2025Cullen Frost Bankers Inc.6,558$457K0.0%+15.2%0.044%
7/29/2025Beverly Hills Private Wealth LLC4,532$316K0.1%-12.7%0.030%
7/29/2025Flavin Financial Services Inc.11,025$768K0.7%-3.2%0.074%
7/29/2025 Quotient Wealth Partners LLC39,131$2.73M0.1%-8.1%0.263%
7/29/2025 AssuredPartners Investment Advisors LLC7,937$553K0.1%-13.6%0.053%
7/28/2025Sagespring Wealth Partners LLC119,494$8.32M0.1%+3.9%0.802%
7/25/2025Atria Wealth Solutions Inc.15,449$1.08M0.0%-27.8%0.104%
7/25/2025Envestnet Portfolio Solutions Inc.23,330$1.62M0.0%+11.9%0.157%
7/25/2025CWM LLC1,903$133K0.0%N/A0.013%
7/24/2025 Cyndeo Wealth Partners LLC5,847$407K0.0%+10.0%0.039%
7/24/2025IFP Advisors Inc923$64K0.0%+26.6%0.006%
7/23/2025Valmark Advisers Inc.16,283$1.13M0.0%+12.4%0.109%
7/23/2025Colony Family Offices LLC3,428$239K0.1%N/A0.023%
7/23/2025Prime Capital Investment Advisors LLC12,619$879K0.0%-76.8%0.084%
7/21/2025Ameritas Advisory Services LLC2,093$146K0.0%N/A0.014%
7/17/2025Smith Chas P & Associates PA Cpas233,162$16.24M0.9%-2.6%1.560%
7/15/2025LVZ Inc.25,947$1.81M0.2%N/A0.174%
7/11/2025Silver Oak Securities Incorporated6,471$451K0.0%-73.9%0.043%
7/10/2025 Orgel Wealth Management LLC951,038$66.22M1.6%+0.7%6.361%
7/10/2025Wealth Enhancement Advisory Services LLC32,903$2.32M0.0%-2.5%0.220%
7/9/2025Keystone Wealth Services LLC5,599$390K0.1%+40.3%0.037%
7/9/2025 Beacon Financial Group158,907$11.07M1.2%-7.8%1.063%
7/9/2025 High Probability Advisors LLC294,508$20.51M3.1%+4.9%1.970%
7/8/2025 Canandaigua National Bank & Trust Co.3,720$259K0.0%N/A0.025%
6/27/2025Goldman Sachs Group Inc.14,737$946K0.0%-44.4%0.099%
5/19/2025Jane Street Group LLC11,083$711K0.0%+5.9%0.071%
5/16/2025Ascent Group LLC3,870$248K0.0%N/A0.025%
5/16/2025Goldman Sachs Group Inc.14,737$946K0.0%-44.4%0.095%
5/16/2025NewEdge Advisors LLC26,270$1.69M0.0%+4.4%0.169%
5/15/2025Clarity Asset Management Inc.1,056$68K0.0%+99.6%0.007%
5/14/2025PKS Advisory Services LLC19,002$1.22M0.4%-3.3%0.122%
5/14/2025Biondo Investment Advisors LLC25,028$1.61M0.2%-2.6%0.161%
5/14/2025Northwestern Mutual Wealth Management Co.26,028$1.67M0.0%-1.8%0.167%
5/14/2025Kestra Advisory Services LLC555,932$35.67M0.2%+2.8%3.575%
5/13/2025Stone House Investment Management LLC1,182$76K0.0%N/A0.007%
5/13/2025HighTower Advisors LLC11,207$719K0.0%-2.8%0.071%
5/12/2025Independent Advisor Alliance17,928$1.15M0.0%-3.6%0.113%
5/9/2025Atria Wealth Solutions Inc.21,387$1.37M0.0%+18.4%0.135%
5/9/2025PNC Financial Services Group Inc.2,775$178K0.0%+6.0%0.018%
5/8/2025Hoxton Planning & Management LLC6,578$422K0.2%N/A0.042%
5/7/2025Foundations Investment Advisors LLC13,905$892K0.0%+285.9%0.088%
5/7/2025LPL Financial LLC63,577$4.08M0.0%+17.7%0.402%
5/6/2025Cetera Investment Advisers108,352$6.95M0.0%+41.1%0.686%
5/6/2025AE Wealth Management LLC75,147$4.82M0.0%+6.6%0.476%
5/5/2025Kestra Private Wealth Services LLC51,832$3.33M0.1%+17.7%0.328%
5/2/2025Cullen Frost Bankers Inc.5,695$365K0.0%+160.9%0.036%
5/2/2025Sigma Planning Corp6,233$400K0.0%+8.6%0.039%
5/1/2025Iron Horse Wealth Management LLC877$56K0.0%N/A0.006%
4/30/2025Allworth Financial LP38,175$2.39M0.0%+1.4%0.242%
4/30/2025Quotient Wealth Partners LLC42,572$2.73M0.1%+247.9%0.269%
4/30/2025Axxcess Wealth Management LLC3,153$202K0.0%N/A0.020%
4/30/2025Beverly Hills Private Wealth LLC5,189$333K0.1%-5.8%0.033%
4/29/2025Envestnet Asset Management Inc.1,101,531$70.67M0.0%+2.3%6.972%
4/29/2025Silver Oak Securities Incorporated24,795$1.58M0.1%+246.7%0.157%
4/25/2025Almanack Investment Partners LLC.4,940$317K0.1%-6.6%0.031%
4/25/2025Colonial River Investments LLC3,200$205K0.1%N/A0.020%
4/24/2025Sunbelt Securities Inc.101,624$6.52M0.6%+1.8%0.643%
(Data available from 1/1/2016 forward)

FQAL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FQAL shares?

During the previous two years, 120 institutional investors and hedge funds held shares of Fidelity Quality Factor ETF. The most heavily invested institutionals were FMR LLC ($520.82M), Envestnet Asset Management Inc. ($76.72M), Orgel Wealth Management LLC ($69.66M), Kestra Advisory Services LLC ($35.67M), High Probability Advisors LLC ($22.67M), Great Lakes Retirement Inc. ($16.68M), and Smith Chas P & Associates PA Cpas ($16.24M).Learn more on Fidelity Quality Factor ETF's institutional investors.

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

Of the 103 institutional investors that purchased Fidelity Quality Factor ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Orgel Wealth Management LLC ($2.04M), Envestnet Asset Management Inc. ($264.34K), GUNN & Co INVESTMENT MANAGEMENT INC. ($257.75K), Kestra Advisory Services LLC ($202.02K), Commonwealth Equity Services LLC ($124.80K), Sagespring Wealth Partners LLC ($119.49K), and Stratos Wealth Partners LTD. ($69.22K).

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

Institutional investors have bought a total of 1,002,705 shares in the last 24 months. This purchase volume represents approximately $66.11M in transactions.

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

Of the 42 institutional investors that sold Fidelity Quality Factor ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Orgel Wealth Management LLC ($971.95K), FMR LLC ($574.39K), GUNN & Co INVESTMENT MANAGEMENT INC. ($238.82K), AE Wealth Management LLC ($55.99K), Prime Capital Investment Advisors LLC ($41.85K), Beacon Financial Group ($34.50K), and Goldman Sachs Group Inc. ($23.57K).

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

Institutional investors have sold a total of 2,082,542 shares in the last 24 months. This volume of shares sold represents approximately $136.31M in transactions.



This page (NYSEARCA:FQAL) was last updated on 10/16/2025 by MarketBeat.com Staff
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