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Fidelity Value Factor ETF (FVAL) Institutional Ownership

Fidelity Value Factor ETF logo
$83.50 +0.71 (+0.86%)
As of 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Fidelity Value Factor ETF (NYSEARCA:FVAL)

Number of
Institutional Buyers
(last 12 months)
85
Total
Institutional Inflows
(last 12 months)
$151.30M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$99.23M
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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
8/23/2026 Ameritas Advisory Services LLC6,663$519K0.0%N/A0.040%
8/22/2026 Compass Financial Management LLC836$65K0.0%N/A0.005%
8/20/2026 Nwam LLC2,417$188K0.0%N/A0.015%
8/12/2026 Compass Financial Management LLC836$65K0.0%N/A0.005%
7/9/2026 Sax Wealth Advisors LLC110,577$8.62M0.3%-2.8%0.687%
7/8/2026 Midwest Financial Network LLC8,070$629K0.4%N/A0.050%
7/7/2026 Dynamic Advisor Solutions LLC331,727$25.85M0.7%+12.3%2.060%
7/7/2026 CoreCap Advisors LLC4,377$341K0.0%-5.1%0.027%
6/3/2026 NewEdge Advisors LLC8,565$594K0.0%-1.7%0.054%
5/19/2026 Western Wealth Management LLC1,402$97K0.0%N/A0.009%
5/19/2026 NewEdge Advisors LLC8,216$570K0.0%-5.7%0.051%
5/19/2026 Bank of America Corp DE173,294$12.03M0.0%-8.7%1.083%
5/19/2026 Arkadios Wealth Advisors4,619$321K0.0%+23.3%0.029%
5/18/2026 Royal Bank of Canada301,376$20.92M0.0%+0.3%1.884%
5/18/2026 Empowered Funds LLC47,801$3.32M0.0%-32.9%0.299%
5/16/2026 Quantinno Capital Management LP3,839$266K0.0%-15.2%0.024%
5/13/2026 Cetera Investment Advisers281,544$19.54M0.0%+9.5%1.760%
5/13/2026 Lavaca Capital LLC949$66K0.0%N/A0.006%
5/6/2026 Assetmark Inc.7,260$504K0.0%+6.3%0.045%
5/5/2026 Sigma Planning Corp16,556$1.15M0.0%-2.6%0.103%
5/2/2026 Diversify Wealth Management LLC11,964$899K0.0%N/A0.075%
5/1/2026 Fifth Third Bancorp2,223$154K0.0%+5,322.0%0.014%
5/1/2026 Darwin Wealth Management LLC25,858$1.80M0.6%+44.1%0.163%
4/30/2026 Kestra Advisory Services LLC147,059$10.21M0.0%-25.1%0.925%
4/27/2026Integrity Wealth Partners LLC6,043$419K0.4%N/A0.038%
4/27/2026 Private Advisor Group LLC8,670$602K0.0%+15.4%0.055%
4/23/2026 Traub Capital Management LLC18,348$1.27M1.3%-1.1%0.116%
4/20/2026 Kestra Private Wealth Services LLC117,112$8.13M0.1%+0.8%0.741%
4/17/2026 Certified Advisory Corp12,259$851K0.1%+13.4%0.078%
3/17/2026 Rockefeller Capital Management L.P.23,115$1.67M0.0%-2.3%0.149%
3/13/2026 World Investment Advisors6,969$504K0.0%N/A0.045%
3/5/2026 Storen Legacy Partners LLC6,693$484K0.2%N/A0.043%
2/27/2026 Beacon Advisors Holdings LLC191,215$13.82M7.3%N/A1.234%
2/20/2026Sunbelt Securities Inc.12,716$919K0.1%-21.8%0.082%
2/19/2026 Axxcess Wealth Management LLC17,418$1.26M0.0%N/A0.112%
2/18/2026 Onyx Bridge Wealth Group LLC3,044$220K0.0%-10.3%0.020%
2/18/2026 EP Wealth Advisors LLC4,336$313K0.0%N/A0.028%
2/18/2026 NewEdge Advisors LLC8,713$630K0.0%+10.1%0.056%
2/18/2026 Empowered Funds LLC71,224$5.15M0.0%N/A0.460%
2/18/2026 Ballast Financial Advisors LLC8,067$583K0.6%N/A0.052%
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2/17/2026 AQR Capital Management LLC9,356$676K0.0%N/A0.060%
2/17/2026 Cetera Investment Advisers257,168$18.59M0.0%+9.9%1.659%
2/17/2026 Kovack Advisors Inc.7,793$563K0.0%+18.9%0.050%
2/17/2026 Custos Family Office LLC127,974$9.25M6.3%-16.1%0.826%
2/17/2026 Osaic Holdings Inc.251,139$18.15M0.0%-2.5%1.620%
2/17/2026 Royal Bank of Canada300,619$21.73M0.0%-8.6%1.939%
2/16/2026 Portfolio Resources Advisor Group Inc.1,733$125K0.1%N/A0.011%
2/16/2026 MML Investors Services LLC23,303$1.68M0.0%+40.9%0.150%
2/16/2026 Mariner LLC4,558$329K0.0%+25.7%0.029%
2/16/2026 Arax Advisory Partners959$69K0.0%-45.0%0.006%
2/13/2026 CreativeOne Wealth LLC3,755$271K0.0%N/A0.024%
2/13/2026 Kestra Advisory Services LLC196,303$14.19M0.1%-1.2%1.266%
2/13/2026 Stifel Financial Corp2,991$216K0.0%-8.0%0.019%
2/13/2026 Greenline Wealth Management LLC447$32K0.0%N/A0.003%
2/13/2026 Wells Fargo & Company MN450$33K0.0%+516.4%0.003%
2/12/2026 Jane Street Group LLC7,254$524K0.0%+35.0%0.047%
2/12/2026 Orion Porfolio Solutions LLC26,402$1.91M0.0%-0.6%0.170%
2/12/2026 Commonwealth Equity Services LLC238,792$17.26M0.0%-6.4%1.541%
2/12/2026 Kovack Advisors Inc.7,793$568K0.0%+18.9%0.050%
2/11/2026 Empowered Funds LLC71,224$5.15M0.0%N/A0.460%
2/11/2026 Cedar Point Capital Partners LLC60,053$4.34M2.8%+4.3%0.387%
2/11/2026 GWN Securities Inc.8,014$579K0.1%+4.7%0.052%
2/11/2026 Capital Analysts LLC1,494$108K0.0%N/A0.010%
2/11/2026 LPL Financial LLC331,753$23.98M0.0%-2.7%2.140%
2/11/2026 JPMorgan Chase & Co.207,602$15.00M0.0%+0.6%1.339%
2/11/2026 J.W. Cole Advisors Inc.20,773$1.45M0.0%+7.5%0.134%
2/10/2026 Goldman Sachs Group Inc.29,482$2.13M0.0%+6.1%0.190%
2/10/2026 Northwestern Mutual Wealth Management Co.2,165$156K0.0%-28.4%0.014%
2/10/2026 Foundations Investment Advisors LLC16,543$1.20M0.0%+5.2%0.107%
2/9/2026 Goodwin Investment Advisory80,398$5.81M6.4%-0.6%0.519%
2/9/2026 Kestra Investment Management LLC5,896$426K0.0%+76.0%0.038%
2/6/2026 Condor Capital Management113,496$8.20M0.7%+2.2%0.732%
2/6/2026 Axxcess Wealth Management LLC17,872$1.29M0.0%N/A0.115%
2/6/2026 IFP Advisors Inc673$49K0.0%-70.8%0.004%
2/6/2026 Cullen Frost Bankers Inc.8,872$641K0.0%+3.2%0.057%
2/6/2026 Envestnet Portfolio Solutions Inc.20,924$1.51M0.0%+24.5%0.135%
2/5/2026 Northwestern Mutual Wealth Management Co.113,362$8.19M0.0%+3,648.7%0.731%
2/5/2026 Thrivent Financial for Lutherans213,388$15.54M0.0%-48.9%1.377%
2/5/2026 Allworth Financial LP10,628$768K0.0%+3.3%0.069%
2/3/2026Vantage Financial Partners LLC121,298$8.77M1.8%-0.9%0.788%
2/3/2026 Foronjy Financial LLC3,596$260K0.1%+9.9%0.023%
2/2/2026 Woodard & Co. Asset Management Group Inc. ADV542$39K0.0%+709.0%0.004%
2/2/2026 LVZ Inc.26,041$1.88M0.2%-5.5%0.168%
1/30/2026 Sigma Planning Corp16,996$1.23M0.0%-18.5%0.110%
1/30/2026 Strategic Blueprint LLC24,485$1.77M0.1%+27.7%0.159%
1/29/2026 Kestra Private Wealth Services LLC116,142$8.39M0.1%+6.6%0.754%
1/29/2026 High Probability Advisors LLC429,924$31.07M4.1%+0.5%2.792%
1/28/2026 Spectrum Investment Advisors Inc.15,262$1.10M0.6%+1.8%0.099%
1/28/2026 Schmidt P J Investment Management Inc.14,624$1.06M0.2%+3.2%0.095%
1/27/2026 PFG Advisors60,099$4.34M0.2%+41.4%0.390%
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1/26/2026 Merit Financial Group LLC332,824$24.05M0.2%-17.2%2.161%
1/26/2026 Harbor Asset Planning Inc.542$39K0.0%N/A0.004%
1/26/2026 Valmark Advisers Inc.16,310$1.18M0.0%-3.4%0.106%
1/26/2026 Forbes Financial Planning Inc.24,867$1.80M1.0%-70.9%0.161%
1/23/2026 Farther Finance Advisors LLC17,100$1.24M0.0%+200.4%0.111%
1/23/2026 Assetmark Inc.6,831$494K0.0%+83.3%0.044%
1/23/2026 Prism Advisors Inc.33,192$2.40M0.6%-59.3%0.216%
1/23/2026 Capital Investment Counsel Inc2,230$161K0.0%N/A0.014%
1/23/2026 Altfest L J & Co. Inc.41,268$2.98M0.3%+3.1%0.268%
1/23/2026 Bouvel Investment Partners LLC41,980$3.03M0.9%-4.3%0.273%


FVAL Institutional Ownership - Frequently Asked Questions

During the previous two years, 150 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), Dynamic Advisor Solutions LLC ($25.85M), Merit Financial Group LLC ($24.05M), LPL Financial LLC ($23.98M), and Royal Bank of Canada ($20.92M).Learn more on Fidelity Value Factor ETF's institutional investors.

Of the 129 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), Thrivent Financial for Lutherans ($410.11K), Merit Financial Group LLC ($401.74K), Envestnet Asset Management Inc. ($338.20K), Avidian Wealth Enterprises LLC ($254.98K), and Commonwealth Equity Services LLC ($192.77K).

Institutional investors have bought a total of 2,149,131 shares in the last 24 months. This purchase volume represents approximately $151.30M in transactions.

Of the 44 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: Commonwealth Equity Services LLC ($591.41K), Thrivent Financial for Lutherans ($204.38K), Custos Family Office LLC ($193.56K), Merit Financial Group LLC ($68.91K), Forbes Financial Planning Inc. ($60.70K), Kestra Advisory Services LLC ($51.62K), and Prism Advisors Inc. ($48.34K).

Institutional investors have sold a total of 1,415,803 shares in the last 24 months. This volume of shares sold represents approximately $99.23M in transactions.


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Institutional ownership data for NYSEARCA:FVAL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/23/2026. New 13F filings are added each quarter as they're published.
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