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Fidelity Value Factor ETF (FVAL) Institutional Ownership

Fidelity Value Factor ETF logo
$64.74 +0.47 (+0.73%)
As of 07/3/2025 05:00 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
82
Total
Institutional Inflows
(last 12 months)
$319.10M
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%
5/16/2025Ascent Group LLC5,063$302K0.0%N/A0.033%
5/16/2025Goldman Sachs Group Inc.27,791$1.66M0.0%N/A0.185%
5/16/2025Jones Financial Companies Lllp1,282$76K0.0%-85.4%0.008%
5/16/2025NewEdge Advisors LLC7,274$433K0.0%-5.8%0.048%
5/15/2025Royal Bank of Canada165,041$9.84M0.0%+0.5%1.082%
5/15/2025MAI Capital Management150,146$8.95M0.1%-0.9%0.985%
5/14/2025Samalin Investment Counsel LLC11,131$663K0.3%-22.9%0.073%
5/14/2025Cedar Point Capital Partners LLC52,941$3.16M2.1%+1.3%0.347%
5/14/2025Sax Wealth Advisors LLC59,202$3.53M0.3%+81.6%0.388%
5/14/2025Kestra Advisory Services LLC149,188$8.89M0.0%+1.4%0.978%
5/14/2025Flow Traders U.S. LLC27,706$1.65M0.1%N/A0.182%
5/12/2025Condor Capital Management107,365$6.40M0.6%+3.2%0.704%
5/9/2025Altfest L J & Co. Inc.41,323$2.46M0.3%-13.0%0.271%
5/9/2025Atria Wealth Solutions Inc.30,177$1.80M0.0%+15.0%0.198%
5/9/2025Thoroughbred Financial Services LLC13,028$776K0.0%+4.6%0.085%
5/9/2025Commonwealth Equity Services LLC853,494$50.86M0.1%-6.0%5.597%
5/8/2025Certified Advisory Corp5,440$324K0.0%+55.1%0.036%
5/8/2025Hoxton Planning & Management LLC8,830$526K0.2%N/A0.058%
5/8/2025Arkadios Wealth Advisors3,635$217K0.0%N/A0.024%
5/7/2025Foundations Investment Advisors LLC13,221$788K0.0%+287.6%0.087%
5/7/2025Vantage Financial Partners LLC146,079$8.71M2.2%+116.2%0.958%
5/7/2025LPL Financial LLC254,081$15.14M0.0%+33.8%1.666%
5/6/2025Assetmark Inc.3,561$212K0.0%+29.6%0.023%
5/6/2025Cetera Investment Advisers164,881$9.83M0.0%+40.5%1.081%
5/6/2025Kovack Advisors Inc.5,531$330K0.0%+7.4%0.036%
5/6/2025AE Wealth Management LLC95,701$5.70M0.0%+7.3%0.628%
5/6/2025Goodwin Investment Advisory65,187$3.88M6.0%-65.7%0.427%
5/6/2025PFG Advisors42,753$2.55M0.1%-4.6%0.280%
5/5/2025J.W. Cole Advisors Inc.13,567$808K0.0%+68.2%0.089%
5/5/2025IFP Advisors Inc3,141$187K0.0%N/A0.021%
5/5/2025Mowery & Schoenfeld Wealth Management LLC861$51K0.1%N/A0.006%
5/5/2025Kestra Private Wealth Services LLC101,902$6.07M0.1%+18.9%0.668%
5/2/2025Montis Financial LLC14,087$839K0.2%-16.2%0.092%
5/2/2025Dynasty Wealth Management LLC4,868$290K0.0%-99.8%0.032%
5/2/2025Cullen Frost Bankers Inc.6,507$388K0.0%+142.5%0.043%
5/2/2025Sigma Planning Corp23,943$1.43M0.0%+22.8%0.157%
5/1/2025Prism Advisors Inc.81,530$4.86M1.5%-12.0%0.535%
4/30/2025Cerity Partners LLC7,845$468K0.0%+11.0%0.051%
4/30/2025Allworth Financial LP9,544$549K0.0%+2.9%0.063%
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4/30/2025Axxcess Wealth Management LLC4,230$252K0.0%N/A0.028%
4/30/2025Crossmark Global Holdings Inc.9,120$543K0.0%N/A0.060%
4/29/2025Envestnet Asset Management Inc.1,303,785$77.69M0.0%+14.6%8.549%
4/25/2025Custos Family Office LLC319,243$19.02M6.7%-0.4%2.232%
4/25/2025Ameritas Advisory Services LLC9,432$576K0.0%-9.0%0.066%
4/25/2025Avidian Wealth Enterprises LLC252,014$15.02M0.7%N/A1.762%
4/25/2025Colonial River Investments LLC4,293$256K0.1%N/A0.030%
4/24/2025Sunbelt Securities Inc.12,609$751K0.1%+46.8%0.088%
4/24/2025Primoris Wealth Advisors LLC32,467$1.94M1.5%+2.4%0.227%
4/23/2025Valmark Advisers Inc.24,569$1.46M0.0%-5.3%0.172%
4/22/2025Cambridge Investment Research Advisors Inc.34,601$2.06M0.0%-8.1%0.242%
4/21/2025Envestnet Portfolio Solutions Inc.26,056$1.55M0.0%+17.2%0.182%
4/17/2025Sagespring Wealth Partners LLC10,685$637K0.0%-99.5%0.075%
4/17/2025Cyndeo Wealth Partners LLC5,316$317K0.0%-83.2%0.037%
4/17/2025Bouvel Investment Partners LLC50,132$3.04M1.2%+4.1%0.351%
4/17/2025Dynamic Advisor Solutions LLC173,901$10.36M0.3%+8.2%1.216%
4/16/2025High Probability Advisors LLC377,788$22.51M3.8%+3.8%2.642%
4/11/2025Signal Advisors Wealth LLC4,703$280K0.0%-7.0%0.033%
4/7/2025AdvisorNet Financial Inc1,238$74K0.0%+85.1%0.009%
3/6/2025Wood Tarver Financial Group LLC4,084$251K0.1%N/A0.025%
2/18/2025Sunbelt Securities Inc.8,590$531K0.0%-7.2%0.062%
2/17/2025Two Sigma Investments LP23,500$1.45M0.0%-7.1%0.168%
2/17/2025Cetera Investment Advisers117,328$7.22M0.0%+8.8%0.841%
2/17/2025Citadel Advisors LLC32,525$2.00M0.0%+54.9%0.233%
2/17/2025Bank of America Corp DE148,075$9.11M0.0%+7.4%1.061%
2/14/2025Integrated Wealth Concepts LLC4,766$293K0.0%+4.7%0.034%
2/13/2025NewEdge Advisors LLC7,722$475K0.0%+7.5%0.055%
2/13/2025LaSalle St. Investment Advisors LLC6,023$370K0.1%N/A0.043%
2/13/2025Primoris Wealth Advisors LLC31,691$1.95M1.5%-4.5%0.227%
2/13/2025Sagespring Wealth Partners LLC1,946,715$119.77M1.3%N/A13.955%
2/13/2025Rockefeller Capital Management L.P.23,107$1.42M0.0%+0.8%0.166%
2/13/2025Glass Jacobson Investment Advisors llc3,935$242K0.1%+12.2%0.028%
2/13/2025Raymond James Financial Inc.18,950$1.17M0.0%N/A0.136%
2/13/2025Advisory Services Network LLC4,365$269K0.0%-9.8%0.031%
2/13/2025Envestnet Asset Management Inc.1,138,162$70.02M0.0%-0.5%8.159%
2/12/2025Thoroughbred Financial Services LLC12,454$766K0.0%+31.7%0.089%
2/12/2025Orion Portfolio Solutions LLC27,638$1.70M0.0%-28.4%0.198%
2/12/2025JPMorgan Chase & Co.2,228,882$137.13M0.0%+143.5%15.978%
2/11/2025LPL Financial LLC189,889$11.68M0.0%+34.1%1.361%
2/11/2025Samalin Investment Counsel LLC14,445$889K0.4%-3.2%0.104%
2/11/2025Condor Capital Management104,086$6.40M0.6%+4.3%0.746%
2/11/2025Forbes Financial Planning Inc.101,225$6.23M4.6%+1.3%0.726%
2/10/2025Thrivent Financial for Lutherans571,800$36.34M0.1%-0.7%4.099%
2/10/2025Custos Family Office LLC320,550$19.72M6.9%+4.5%2.298%
2/10/2025GWN Securities Inc.5,015$309K0.1%N/A0.036%
2/10/2025Envestnet Portfolio Solutions Inc.22,229$1.37M0.0%+37.8%0.159%
2/10/2025Montis Financial LLC16,812$1.03M0.3%N/A0.121%
2/10/2025Commonwealth Equity Services LLC907,646$55.84M0.1%+1.2%6.506%
2/10/2025CFO4Life Group LLC4,253$262K0.0%-7.6%0.030%
2/7/2025PFG Advisors44,791$2.76M0.2%-6.3%0.321%
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2/6/2025Raymond James Financial Inc.18,950$1.17M0.0%N/A0.136%
2/6/2025Cullen Frost Bankers Inc.2,683$165K0.0%+153.6%0.019%
2/6/2025Vantage Financial Partners LLC67,568$4.16M1.0%+41.6%0.484%
2/6/2025Jones Financial Companies Lllp8,754$539K0.0%+78.0%0.063%
2/5/2025Goodwin Investment Advisory190,276$11.46M6.0%-76.9%1.364%
2/5/2025Dynasty Wealth Management LLC2,040,969$125.56M2.2%-43.0%14.631%
2/5/2025Kovack Advisors Inc.5,151$317K0.0%+8.9%0.037%
2/3/2025Sigma Planning Corp19,494$1.20M0.0%-4.6%0.140%
2/3/2025Capital 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 Fidelity Value Factor ETF's institutional investors.

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

Of the 112 institutional investors that purchased Fidelity Value Factor ETF's 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 5,242,020 shares in the last 24 months. This purchase volume represents approximately $319.10M in transactions.

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

Of the 42 institutional investors that sold Fidelity Value Factor ETF's 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. ($366.62K), Commonwealth Equity Services LLC ($54.15K), Cyndeo Wealth Partners LLC ($31.07K), and Dynamic Advisor Solutions LLC ($28.85K).

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

Institutional investors have sold a total of 6,884,617 shares in the last 24 months. This volume of shares sold represents approximately $414.90M in transactions.


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This page (NYSEARCA:FVAL) was last updated on 7/5/2025 by MarketBeat.com Staff
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