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Fidelity Value Factor ETF (FVAL) Institutional Ownership

Fidelity Value Factor ETF logo
$60.94 -0.01 (-0.01%)
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Institutional Ownership Changes (13F Filings) for Fidelity Value Factor ETF (NYSEARCA:FVAL)

Number of
Institutional Buyers
(last 12 months)
83
Total
Institutional Inflows
(last 12 months)
$321.51M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$414.90M
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FVAL Institutional Buying and Selling by Quarter

Fidelity Value Factor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025Schmidt P J Investment Management Inc.4,679$279K0.1%N/A0.030%
5/16/2025 Ascent Group LLC5,063$302K0.0%N/A0.033%
5/16/2025 Goldman Sachs Group Inc.27,791$1.66M0.0%N/A0.182%
5/16/2025 Jones Financial Companies Lllp1,282$76K0.0%-85.4%0.008%
5/16/2025 NewEdge Advisors LLC7,274$433K0.0%-5.8%0.048%
5/15/2025 Royal Bank of Canada165,041$9.84M0.0%+0.5%1.082%
5/15/2025 MAI Capital Management150,146$8.95M0.1%-0.9%0.985%
5/14/2025 Samalin Investment Counsel LLC11,131$663K0.3%-22.9%0.073%
5/14/2025 Cedar Point Capital Partners LLC52,941$3.16M2.1%+1.3%0.347%
5/14/2025 Sax Wealth Advisors LLC59,202$3.53M0.3%+81.6%0.388%
5/14/2025 Kestra Advisory Services LLC149,188$8.89M0.0%+1.4%0.978%
5/14/2025 Flow Traders U.S. LLC27,706$1.65M0.1%N/A0.182%
5/12/2025 Condor Capital Management107,365$6.40M0.6%+3.2%0.704%
5/9/2025 Altfest L J & Co. Inc.41,323$2.46M0.3%-13.0%0.271%
5/9/2025 Atria Wealth Solutions Inc.30,177$1.80M0.0%+15.0%0.198%
5/9/2025 Thoroughbred Financial Services LLC13,028$776K0.0%+4.6%0.085%
5/9/2025 Commonwealth Equity Services LLC853,494$50.86M0.1%-6.0%5.597%
5/8/2025 Certified Advisory Corp5,440$324K0.0%+55.1%0.036%
5/8/2025 Hoxton Planning & Management LLC8,830$526K0.2%N/A0.058%
5/8/2025 Arkadios Wealth Advisors3,635$217K0.0%N/A0.024%
5/7/2025 Foundations Investment Advisors LLC13,221$788K0.0%+287.6%0.087%
5/7/2025 Vantage Financial Partners LLC146,079$8.71M2.2%+116.2%0.958%
5/7/2025 LPL Financial LLC254,081$15.14M0.0%+33.8%1.666%
5/6/2025 Assetmark Inc.3,561$212K0.0%+29.6%0.023%
5/6/2025 Cetera Investment Advisers164,881$9.83M0.0%+40.5%1.081%
5/6/2025 Kovack Advisors Inc.5,531$330K0.0%+7.4%0.036%
5/6/2025 AE Wealth Management LLC95,701$5.70M0.0%+7.3%0.628%
5/6/2025 Goodwin Investment Advisory65,187$3.88M6.0%-65.7%0.427%
5/6/2025 PFG Advisors42,753$2.55M0.1%-4.6%0.280%
5/5/2025 J.W. Cole Advisors Inc.13,567$808K0.0%+68.2%0.089%
5/5/2025 IFP Advisors Inc3,141$187K0.0%N/A0.021%
5/5/2025 Mowery & Schoenfeld Wealth Management LLC861$51K0.1%N/A0.006%
5/5/2025 Kestra Private Wealth Services LLC101,902$6.07M0.1%+18.9%0.668%
5/2/2025 Montis Financial LLC14,087$839K0.2%-16.2%0.092%
5/2/2025 Dynasty Wealth Management LLC4,868$290K0.0%-99.8%0.032%
5/2/2025 Cullen Frost Bankers Inc.6,507$388K0.0%+142.5%0.043%
5/2/2025 Sigma Planning Corp23,943$1.43M0.0%+22.8%0.157%
5/1/2025 Prism Advisors Inc.81,530$4.86M1.5%-12.0%0.535%
4/30/2025 Cerity Partners LLC7,845$468K0.0%+11.0%0.051%
4/30/2025 Allworth Financial LP9,544$549K0.0%+2.9%0.063%
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4/30/2025 Axxcess Wealth Management LLC4,230$252K0.0%N/A0.028%
4/30/2025 Crossmark Global Holdings Inc.9,120$543K0.0%N/A0.060%
4/29/2025 Envestnet Asset Management Inc.1,303,785$77.69M0.0%+14.6%8.549%
4/25/2025 Custos Family Office LLC319,243$19.02M6.7%-0.4%2.232%
4/25/2025 Ameritas Advisory Services LLC9,432$576K0.0%-9.0%0.066%
4/25/2025 Avidian Wealth Enterprises LLC252,014$15.02M0.7%N/A1.762%
4/25/2025 Colonial River Investments LLC4,293$256K0.1%N/A0.030%
4/24/2025 Sunbelt Securities Inc.12,609$751K0.1%+46.8%0.088%
4/24/2025 Primoris Wealth Advisors LLC32,467$1.94M1.5%+2.4%0.227%
4/23/2025 Valmark Advisers Inc.24,569$1.46M0.0%-5.3%0.172%
4/22/2025 Cambridge Investment Research Advisors Inc.34,601$2.06M0.0%-8.1%0.242%
4/21/2025 Envestnet Portfolio Solutions Inc.26,056$1.55M0.0%+17.2%0.182%
4/17/2025 Sagespring Wealth Partners LLC10,685$637K0.0%-99.5%0.075%
4/17/2025 Cyndeo Wealth Partners LLC5,316$317K0.0%-83.2%0.037%
4/17/2025 Bouvel Investment Partners LLC50,132$3.04M1.2%+4.1%0.351%
4/17/2025 Dynamic Advisor Solutions LLC173,901$10.36M0.3%+8.2%1.216%
4/16/2025 High Probability Advisors LLC377,788$22.51M3.8%+3.8%2.642%
4/11/2025 Signal Advisors Wealth LLC4,703$280K0.0%-7.0%0.033%
4/7/2025 AdvisorNet Financial Inc1,238$74K0.0%+85.1%0.009%
3/6/2025 Wood Tarver Financial Group LLC4,084$251K0.1%N/A0.025%
2/18/2025 Sunbelt Securities Inc.8,590$531K0.0%-7.2%0.062%
2/17/2025 Two Sigma Investments LP23,500$1.45M0.0%-7.1%0.168%
2/17/2025 Cetera Investment Advisers117,328$7.22M0.0%+8.8%0.841%
2/17/2025 Citadel Advisors LLC32,525$2.00M0.0%+54.9%0.233%
2/17/2025 Bank of America Corp DE148,075$9.11M0.0%+7.4%1.061%
2/14/2025 Integrated Wealth Concepts LLC4,766$293K0.0%+4.7%0.034%
2/13/2025 NewEdge Advisors LLC7,722$475K0.0%+7.5%0.055%
2/13/2025 LaSalle St. Investment Advisors LLC6,023$370K0.1%N/A0.043%
2/13/2025 Primoris Wealth Advisors LLC31,691$1.95M1.5%-4.5%0.227%
2/13/2025 Sagespring Wealth Partners LLC1,946,715$119.77M1.3%N/A13.955%
2/13/2025 Rockefeller Capital Management L.P.23,107$1.42M0.0%+0.8%0.166%
2/13/2025 Glass Jacobson Investment Advisors llc3,935$242K0.1%+12.2%0.028%
2/13/2025 Raymond James Financial Inc.18,950$1.17M0.0%N/A0.136%
2/13/2025 Advisory Services Network LLC4,365$269K0.0%-9.8%0.031%
2/13/2025 Envestnet Asset Management Inc.1,138,162$70.02M0.0%-0.5%8.159%
2/12/2025 Thoroughbred Financial Services LLC12,454$766K0.0%+31.7%0.089%
2/12/2025 Orion Portfolio Solutions LLC27,638$1.70M0.0%-28.4%0.198%
2/12/2025 JPMorgan Chase & Co.2,228,882$137.13M0.0%+143.5%15.978%
2/11/2025 LPL Financial LLC189,889$11.68M0.0%+34.1%1.361%
2/11/2025 Samalin Investment Counsel LLC14,445$889K0.4%-3.2%0.104%
2/11/2025 Condor Capital Management104,086$6.40M0.6%+4.3%0.746%
2/11/2025 Forbes Financial Planning Inc.101,225$6.23M4.6%+1.3%0.726%
2/10/2025 Thrivent Financial for Lutherans571,800$36.34M0.1%-0.7%4.099%
2/10/2025 Custos Family Office LLC320,550$19.72M6.9%+4.5%2.298%
2/10/2025 GWN Securities Inc.5,015$309K0.1%N/A0.036%
2/10/2025 Envestnet Portfolio Solutions Inc.22,229$1.37M0.0%+37.8%0.159%
2/10/2025 Montis Financial LLC16,812$1.03M0.3%N/A0.121%
2/10/2025 Commonwealth Equity Services LLC907,646$55.84M0.1%+1.2%6.506%
2/10/2025 CFO4Life Group LLC4,253$262K0.0%-7.6%0.030%
2/7/2025 PFG Advisors44,791$2.76M0.2%-6.3%0.321%
Is President Trump Lying To You With This? (Ad)

President Trump’s economic transition isn’t without hardship. But what if there were a smart, tax-free way to protect your 401(k), IRA, or pension from market chaos and currency collapse? The 2025 Wealth Protection Guide reveals a legal IRS strategy that may let you keep more of your retirement—regardless of what happens next. Trump’s warning was real. So is this opportunity.

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2/6/2025 Raymond James Financial Inc.18,950$1.17M0.0%N/A0.136%
2/6/2025 Cullen Frost Bankers Inc.2,683$165K0.0%+153.6%0.019%
2/6/2025 Vantage Financial Partners LLC67,568$4.16M1.0%+41.6%0.484%
2/6/2025 Jones Financial Companies Lllp8,754$539K0.0%+78.0%0.063%
2/5/2025 Goodwin Investment Advisory190,276$11.46M6.0%-76.9%1.364%
2/5/2025 Dynasty Wealth Management LLC2,040,969$125.56M2.2%-43.0%14.631%
2/5/2025 Kovack Advisors Inc.5,151$317K0.0%+8.9%0.037%
2/3/2025 Sigma Planning Corp19,494$1.20M0.0%-4.6%0.140%
2/3/2025 Capital Investment Counsel Inc2,230$137K0.0%N/A0.016%
1/31/2025Global Retirement Partners LLC5,635$347K0.0%+228.2%0.040%
(Data available from 1/1/2016 forward)

FVAL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FVAL shares?

During the previous two years, 126 institutional investors and hedge funds held shares of Fidelity Value Factor ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($137.13M), Envestnet Asset Management Inc. ($77.69M), FMR LLC ($51.31M), Commonwealth Equity Services LLC ($50.86M), Thrivent Financial for Lutherans ($36.34M), High Probability Advisors LLC ($22.51M), and Osaic Holdings Inc. ($20.84M).Learn more on FVAL's institutional investors.

Which institutional investors have been buying Fidelity Value Factor ETF stock?

Of the 112 institutional investors that purchased Fidelity Value Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($2.06M), Sagespring Wealth Partners LLC ($1.95M), Commonwealth Equity Services LLC ($446.68K), Envestnet Asset Management Inc. ($417.52K), Avidian Wealth Enterprises LLC ($252.01K), Custos Family Office LLC ($236.22K), and FMR LLC ($227.21K).

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

Institutional investors have bought a total of 7,530,171 shares in the last 24 months. This purchase volume represents approximately $434.56M in transactions.

Which Fidelity Value Factor ETF major shareholders have been selling company stock?

Of the 57 institutional investors that sold Fidelity Value Factor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Dynasty Wealth Management LLC ($3.58M), Sagespring Wealth Partners LLC ($1.94M), Goodwin Investment Advisory ($757.84K), Prism Advisors Inc. ($374.39K), Osaic Holdings Inc. ($336.70K), Envestnet Asset Management Inc. ($306.28K), and Commonwealth Equity Services LLC ($113.24K).

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

Institutional investors have sold a total of 7,852,382 shares in the last 24 months. This volume of shares sold represents approximately $464.06M in transactions.


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This page (NYSEARCA:FVAL) was last updated on 5/22/2025 by MarketBeat.com Staff
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