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Fidelity Value Factor ETF (FVAL) Institutional Ownership

Fidelity Value Factor ETF logo
$76.48 +0.70 (+0.92%)
As of 04:10 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)
99
Total
Institutional Inflows
(last 12 months)
$188.39M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$154.37M
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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
5/5/2026 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%
4/27/2026 Integrity 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%
3/17/2026Rockefeller 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%
2/18/2026EP 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%
2/16/2026 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%
2/16/2026Mariner 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%
2/13/2026 Kestra 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%
2/12/2026 Commonwealth 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%
2/11/2026 J.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%
2/6/2026 Axxcess Wealth Management LLC17,872$1.29M0.0%N/A0.115%
2/6/2026 IFP Advisors Inc673$49K0.0%-70.8%0.004%
2/6/2026Cullen 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%
2/5/2026Northwestern 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%
2/5/2026Allworth Financial LP10,628$768K0.0%+3.3%0.069%
2/3/2026Vantage Financial Partners LLC121,298$8.77M1.8%-0.9%0.788%
2/3/2026 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%
1/27/2026PFG Advisors60,099$4.34M0.2%+41.4%0.390%
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%
1/23/2026Assetmark 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%
1/23/2026 Diversify Advisory Services LLC11,876$869K0.0%N/A0.077%
1/22/2026 Darwin Wealth Management LLC17,944$1.30M0.4%+2.6%0.117%
1/21/2026 Ethos Capital Management Inc.21,485$1.55M1.5%N/A0.140%
1/21/2026 Sowell Financial Services LLC2,813$203K0.0%N/A0.018%
1/15/2026 Silver Oak Securities Incorporated2,777$202K0.0%N/A0.018%
1/12/2026 Sax Wealth Advisors LLC113,798$8.22M0.4%+35.6%0.739%
1/9/2026 Dynamic Advisor Solutions LLC290,237$20.98M0.7%+61.3%1.885%
1/5/2026Foguth Wealth Management LLC.3,994$290K0.0%N/A0.026%
1/1/2026JPMorgan Chase & Co.206,398$14.22M0.0%-0.8%1.332%
12/2/2025Allworth Financial LP10,293$709K0.0%+7.7%0.066%
12/2/2025 IFP Advisors Inc2,304$159K0.0%-30.5%0.015%
11/19/2025Sunbelt Securities Inc.16,258$1.12M0.1%+89.3%0.105%
11/17/2025 Kestra Private Wealth Services LLC108,943$7.50M0.1%+3.8%0.703%
11/17/2025Susquehanna International Group LLP39,914$2.75M0.0%-19.4%0.258%
11/17/2025Northwestern Mutual Wealth Management Co.3,024$208K0.0%-25.6%0.020%
11/17/2025Integrated Wealth Concepts LLC3,396$234K0.0%+4.8%0.022%
11/17/2025Citadel Advisors LLC31,807$2.19M0.0%-1.3%0.205%
11/17/2025Bank of America Corp DE183,623$12.65M0.0%+30.3%1.185%
11/14/2025Creative Planning109,711$7.56M0.0%-0.3%0.708%


FVAL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FVAL shares?

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), Royal Bank of Canada ($21.73M), and Dynamic Advisor Solutions LLC ($20.98M).Learn more on Fidelity Value Factor ETF's institutional investors.

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

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).

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

Institutional investors have bought a total of 2,766,248 shares in the last 24 months. This purchase volume represents approximately $188.39M in transactions.

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

Of the 51 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 ($668.85K), Custos Family Office LLC ($193.56K), Goodwin Investment Advisory ($125.56K), Forbes Financial Planning Inc. ($88.50K), AE Wealth Management LLC ($85.02K), and Merit Financial Group LLC ($68.91K).

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

Institutional investors have sold a total of 2,296,771 shares in the last 24 months. This volume of shares sold represents approximately $154.37M in transactions.


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This page (NYSEARCA:FVAL) was last updated on 5/5/2026 by MarketBeat.com Staff.
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