Go Pro
→ Do NOT Buy SpaceX – Do This Instead (From Stansberry Research) (Ad)tc pixel Free FVAL Stock Alerts

Fidelity Value Factor ETF (FVAL) Institutional Ownership

Fidelity Value Factor ETF logo
$78.48 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
92
Total
Institutional Inflows
(last 12 months)
$171.00M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$145.30M
Get FVAL Insider Trade Alerts

Want to know when executives and insiders are buying or selling Fidelity Value Factor ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

FVAL Institutional Buying and Selling by Quarter

Fidelity Value Factor ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026NewEdge Advisors LLC8,565$594K0.0%-1.7%0.054%
5/19/2026Western Wealth Management LLC1,402$97K0.0%N/A0.009%
5/19/2026NewEdge Advisors LLC8,216$570K0.0%-5.7%0.051%
5/19/2026Bank of America Corp DE173,294$12.03M0.0%-8.7%1.083%
5/19/2026Arkadios Wealth Advisors4,619$321K0.0%+23.3%0.029%
5/18/2026Royal Bank of Canada301,376$20.92M0.0%+0.3%1.884%
5/18/2026Empowered Funds LLC47,801$3.32M0.0%-32.9%0.299%
5/16/2026Quantinno Capital Management LP3,839$266K0.0%-15.2%0.024%
5/13/2026Cetera Investment Advisers281,544$19.54M0.0%+9.5%1.760%
5/13/2026Lavaca Capital LLC949$66K0.0%N/A0.006%
5/6/2026Assetmark Inc.7,260$504K0.0%+6.3%0.045%
5/5/2026Sigma Planning Corp16,556$1.15M0.0%-2.6%0.103%
5/2/2026Diversify Wealth Management LLC11,964$899K0.0%N/A0.075%
5/1/2026Fifth Third Bancorp2,223$154K0.0%+5,322.0%0.014%
5/1/2026Darwin Wealth Management LLC25,858$1.80M0.6%+44.1%0.163%
4/30/2026Kestra Advisory Services LLC147,059$10.21M0.0%-25.1%0.925%
4/27/2026Integrity Wealth Partners LLC6,043$419K0.4%N/A0.038%
4/27/2026Private Advisor Group LLC8,670$602K0.0%+15.4%0.055%
4/23/2026Traub Capital Management LLC18,348$1.27M1.3%-1.1%0.116%
4/20/2026Kestra Private Wealth Services LLC117,112$8.13M0.1%+0.8%0.741%
4/17/2026Certified Advisory Corp12,259$851K0.1%+13.4%0.078%
3/17/2026Rockefeller Capital Management L.P.23,115$1.67M0.0%-2.3%0.149%
3/13/2026World Investment Advisors6,969$504K0.0%N/A0.045%
3/5/2026Storen Legacy Partners LLC6,693$484K0.2%N/A0.043%
2/27/2026Beacon Advisors Holdings LLC191,215$13.82M7.3%N/A1.234%
2/20/2026Sunbelt Securities Inc.12,716$919K0.1%-21.8%0.082%
2/19/2026Axxcess Wealth Management LLC17,418$1.26M0.0%N/A0.112%
2/18/2026Onyx Bridge Wealth Group LLC3,044$220K0.0%-10.3%0.020%
2/18/2026EP Wealth Advisors LLC4,336$313K0.0%N/A0.028%
2/18/2026NewEdge Advisors LLC8,713$630K0.0%+10.1%0.056%
2/18/2026Empowered Funds LLC71,224$5.15M0.0%N/A0.460%
2/18/2026Ballast Financial Advisors LLC8,067$583K0.6%N/A0.052%
2/17/2026AQR Capital Management LLC9,356$676K0.0%N/A0.060%
2/17/2026Cetera Investment Advisers257,168$18.59M0.0%+9.9%1.659%
2/17/2026Kovack Advisors Inc.7,793$563K0.0%+18.9%0.050%
2/17/2026Custos Family Office LLC127,974$9.25M6.3%-16.1%0.826%
2/17/2026Osaic Holdings Inc.251,139$18.15M0.0%-2.5%1.620%
2/17/2026Royal Bank of Canada300,619$21.73M0.0%-8.6%1.939%
2/16/2026Portfolio Resources Advisor Group Inc.1,733$125K0.1%N/A0.011%
2/16/2026MML Investors Services LLC23,303$1.68M0.0%+40.9%0.150%
The REAL Reason Trump is Invading Iran (Ad)

For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.tc pixel

Click here to find out what it is.
2/16/2026Mariner LLC4,558$329K0.0%+25.7%0.029%
2/16/2026Arax Advisory Partners959$69K0.0%-45.0%0.006%
2/13/2026CreativeOne Wealth LLC3,755$271K0.0%N/A0.024%
2/13/2026Kestra Advisory Services LLC196,303$14.19M0.1%-1.2%1.266%
2/13/2026Stifel Financial Corp2,991$216K0.0%-8.0%0.019%
2/13/2026Greenline Wealth Management LLC447$32K0.0%N/A0.003%
2/13/2026Wells Fargo & Company MN450$33K0.0%+516.4%0.003%
2/12/2026Jane Street Group LLC7,254$524K0.0%+35.0%0.047%
2/12/2026Orion Porfolio Solutions LLC26,402$1.91M0.0%-0.6%0.170%
2/12/2026Commonwealth Equity Services LLC238,792$17.26M0.0%-6.4%1.541%
2/12/2026Kovack Advisors Inc.7,793$568K0.0%+18.9%0.050%
2/11/2026Empowered Funds LLC71,224$5.15M0.0%N/A0.460%
2/11/2026Cedar Point Capital Partners LLC60,053$4.34M2.8%+4.3%0.387%
2/11/2026GWN Securities Inc.8,014$579K0.1%+4.7%0.052%
2/11/2026Capital Analysts LLC1,494$108K0.0%N/A0.010%
2/11/2026LPL Financial LLC331,753$23.98M0.0%-2.7%2.140%
2/11/2026JPMorgan Chase & Co.207,602$15.00M0.0%+0.6%1.339%
2/11/2026J.W. Cole Advisors Inc.20,773$1.45M0.0%+7.5%0.134%
2/10/2026Goldman Sachs Group Inc.29,482$2.13M0.0%+6.1%0.190%
2/10/2026Northwestern Mutual Wealth Management Co.2,165$156K0.0%-28.4%0.014%
2/10/2026Foundations Investment Advisors LLC16,543$1.20M0.0%+5.2%0.107%
2/9/2026Goodwin Investment Advisory80,398$5.81M6.4%-0.6%0.519%
2/9/2026Kestra Investment Management LLC5,896$426K0.0%+76.0%0.038%
2/6/2026Condor Capital Management113,496$8.20M0.7%+2.2%0.732%
2/6/2026Axxcess Wealth Management LLC17,872$1.29M0.0%N/A0.115%
2/6/2026IFP Advisors Inc673$49K0.0%-70.8%0.004%
2/6/2026Cullen Frost Bankers Inc.8,872$641K0.0%+3.2%0.057%
2/6/2026Envestnet Portfolio Solutions Inc.20,924$1.51M0.0%+24.5%0.135%
2/5/2026Northwestern Mutual Wealth Management Co.113,362$8.19M0.0%+3,648.7%0.731%
2/5/2026Thrivent Financial for Lutherans213,388$15.54M0.0%-48.9%1.377%
2/5/2026Allworth Financial LP10,628$768K0.0%+3.3%0.069%
2/3/2026Vantage Financial Partners LLC121,298$8.77M1.8%-0.9%0.788%
2/3/2026Foronjy Financial LLC3,596$260K0.1%+9.9%0.023%
2/2/2026Woodard & Co. Asset Management Group Inc. ADV542$39K0.0%+709.0%0.004%
2/2/2026LVZ Inc.26,041$1.88M0.2%-5.5%0.168%
1/30/2026Sigma Planning Corp16,996$1.23M0.0%-18.5%0.110%
1/30/2026Strategic Blueprint LLC24,485$1.77M0.1%+27.7%0.159%
1/29/2026Kestra Private Wealth Services LLC116,142$8.39M0.1%+6.6%0.754%
1/29/2026High Probability Advisors LLC429,924$31.07M4.1%+0.5%2.792%
1/28/2026Spectrum Investment Advisors Inc.15,262$1.10M0.6%+1.8%0.099%
1/28/2026Schmidt P J Investment Management Inc.14,624$1.06M0.2%+3.2%0.095%
1/27/2026PFG Advisors60,099$4.34M0.2%+41.4%0.390%
1/26/2026Merit Financial Group LLC332,824$24.05M0.2%-17.2%2.161%
1/26/2026Harbor Asset Planning Inc.542$39K0.0%N/A0.004%
1/26/2026Valmark Advisers Inc.16,310$1.18M0.0%-3.4%0.106%
1/26/2026Forbes Financial Planning Inc.24,867$1.80M1.0%-70.9%0.161%
1/23/2026Farther Finance Advisors LLC17,100$1.24M0.0%+200.4%0.111%
1/23/2026Assetmark Inc.6,831$494K0.0%+83.3%0.044%
1/23/2026Prism Advisors Inc.33,192$2.40M0.6%-59.3%0.216%
1/23/2026Capital Investment Counsel Inc2,230$161K0.0%N/A0.014%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
1/23/2026Altfest L J & Co. Inc.41,268$2.98M0.3%+3.1%0.268%
1/23/2026Bouvel Investment Partners LLC41,980$3.03M0.9%-4.3%0.273%
1/23/2026Diversify Advisory Services LLC11,876$869K0.0%N/A0.077%
1/22/2026Darwin Wealth Management LLC17,944$1.30M0.4%+2.6%0.117%
1/21/2026Ethos Capital Management Inc.21,485$1.55M1.5%N/A0.140%
1/21/2026Sowell Financial Services LLC2,813$203K0.0%N/A0.018%
1/15/2026Silver Oak Securities Incorporated2,777$202K0.0%N/A0.018%
1/12/2026Sax Wealth Advisors LLC113,798$8.22M0.4%+35.6%0.739%
1/9/2026Dynamic Advisor Solutions LLC290,237$20.98M0.7%+61.3%1.885%
1/5/2026Foguth Wealth Management LLC.3,994$290K0.0%N/A0.026%


FVAL Institutional Ownership - Frequently Asked Questions

During the previous two years, 147 institutional investors and hedge funds held shares of Fidelity Value Factor ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($101.68M), FMR LLC ($51.31M), High Probability Advisors LLC ($31.07M), Merit Financial Group LLC ($24.05M), LPL Financial LLC ($23.98M), Dynamic Advisor Solutions LLC ($20.98M), and Royal Bank of Canada ($20.92M).Learn more on Fidelity Value Factor ETF's institutional investors.

Of the 126 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: Sagespring Wealth Partners LLC ($1.95M), JPMorgan Chase & Co. ($1.39M), Envestnet Asset Management Inc. ($488.15K), Thrivent Financial for Lutherans ($448.86K), Merit Financial Group LLC ($401.74K), Commonwealth Equity Services LLC ($259.59K), and Avidian Wealth Enterprises LLC ($254.98K).

Institutional investors have bought a total of 2,469,626 shares in the last 24 months. This purchase volume represents approximately $171.00M in transactions.

Of the 50 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: Thrivent Financial for Lutherans ($749.21K), Commonwealth Equity Services LLC ($614.70K), Custos Family Office LLC ($193.56K), Forbes Financial Planning Inc. ($88.50K), AE Wealth Management LLC ($85.02K), Merit Financial Group LLC ($68.91K), and Kestra Advisory Services LLC ($51.62K).

Institutional investors have sold a total of 2,137,876 shares in the last 24 months. This volume of shares sold represents approximately $145.30M in transactions.


Related Companies

This page (NYSEARCA:FVAL) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
Oil is settling in yuan now - here's what that means for gold
Saudi Arabia has terminated its 1974 petrodollar agreement with the United States - the deal that forced every...
Golden Portfolio | Sponsoredtc pixel
Elon's new "super startup"
Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified...
Banyan Hill Publishing | Sponsoredtc pixel