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Fidelity Value Factor ETF (FVAL) Institutional Ownership

Fidelity Value Factor ETF logo
$65.43 +0.25 (+0.38%)
Closing price 07/25/2025 04:10 PM Eastern
Extended Trading
$65.41 -0.02 (-0.03%)
As of 07/25/2025 04:11 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Fidelity Value Factor ETF (NYSEARCA:FVAL)

Number of
Institutional Buyers
(last 12 months)
84
Total
Institutional Inflows
(last 12 months)
$322.03M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$413.39M
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Skip Chart & View Institutional Buying and Selling Data

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
7/25/2025Atria Wealth Solutions Inc.27,598$1.77M0.0%-8.5%0.182%
7/25/2025Envestnet Portfolio Solutions Inc.29,371$1.88M0.0%+12.7%0.194%
7/24/2025 IFP Advisors Inc3,317$212K0.0%+5.6%0.022%
7/23/2025 Valmark Advisers Inc.24,748$1.58M0.0%+0.7%0.163%
7/23/2025 Sax Wealth Advisors LLC64,778$4.14M0.2%+9.4%0.428%
7/21/2025 Ameritas Advisory Services LLC3,496$223K0.0%-62.9%0.023%
7/21/2025 Custos Family Office LLC321,535$20.54M6.5%+0.7%2.122%
7/17/2025 Montis Financial LLC13,560$866K0.2%-3.7%0.090%
7/15/2025 LVZ Inc.28,311$1.81M0.2%N/A0.187%
7/11/2025 Bouvel Investment Partners LLC45,304$2.89M1.0%-9.6%0.299%
7/11/2025 Farther Finance Advisors LLC4,152$265K0.0%+4,672.4%0.027%
7/10/2025 Wealth Enhancement Advisory Services LLC10,375$672K0.0%-6.9%0.068%
7/10/2025 Signal Advisors Wealth LLC4,211$269K0.0%-10.5%0.028%
7/9/2025 Dynamic Advisor Solutions LLC178,222$11.38M0.4%+2.5%1.176%
7/9/2025 High Probability Advisors LLC414,937$26.50M4.0%+9.8%2.739%
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%
5/16/2025Goldman 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%
5/14/2025 Sax 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%
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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%
5/5/2025 IFP 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%
5/2/2025 Montis 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%
5/1/2025 Prism 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%
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%
4/25/2025 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%
4/25/2025Avidian Wealth Enterprises LLC252,014$15.02M0.7%N/A1.762%
4/25/2025 Colonial River Investments LLC4,293$256K0.1%N/A0.030%
4/24/2025Sunbelt Securities Inc.12,609$751K0.1%+46.8%0.088%
4/24/2025Primoris Wealth Advisors LLC32,467$1.94M1.5%+2.4%0.227%
4/23/2025 Valmark 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%
4/17/2025 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%
3/6/2025Wood 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%
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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%
2/10/2025 Custos Family Office LLC320,550$19.72M6.9%+4.5%2.298%
2/10/2025GWN Securities Inc.5,015$309K0.1%N/A0.036%
(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, 127 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 ($26.50M), 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 114 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 ($238.51K), and FMR LLC ($227.21K).

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

Institutional investors have bought a total of 5,283,689 shares in the last 24 months. This purchase volume represents approximately $322.03M 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. ($357.35K), Commonwealth Equity Services LLC ($54.15K), Cyndeo Wealth Partners LLC ($31.07K), and Halpern Financial Inc. ($18.96K).

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

Institutional investors have sold a total of 6,856,665 shares in the last 24 months. This volume of shares sold represents approximately $413.39M in transactions.


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This page (NYSEARCA:FVAL) was last updated on 7/26/2025 by MarketBeat.com Staff
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