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Fidelity Value Factor ETF (FVAL) Institutional Ownership

Fidelity Value Factor ETF logo
$82.50 +0.11 (+0.13%)
Closing price 04:10 PM Eastern
Extended Trading
$82.51 +0.01 (+0.01%)
As of 07:30 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 Massive. 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)
86
Total
Institutional Inflows
(last 12 months)
$158.37M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$100.02M
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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
10/13/2026Bouvel Investment Partners LLC40,948$3.31M0.8%+4.1%0.245%
10/13/2026Sax Wealth Advisors LLC104,010$8.40M0.2%-5.9%0.623%
10/13/2026Midwest Financial Network LLC20,714$1.67M1.2%+156.7%0.124%
10/8/2026Farther Finance Advisors LLC35,019$2.83M0.0%-10.8%0.210%
10/8/2026Avidian Wealth Enterprises LLC3,307$267K0.0%N/A0.020%
9/23/2026Envestnet Portfolio Solutions Inc.22,894$1.78M0.0%+2.7%0.137%
9/23/2026Envestnet Asset Management Inc.1,772,697$138.15M0.0%+4.3%10.615%
9/9/2026Capital Analysts LLC5,306$414K0.0%+17.4%0.032%
9/9/2026Integrated Wealth Concepts LLC3,038$237K0.0%-9.8%0.018%
9/9/2026NewEdge Advisors LLC8,166$636K0.0%-4.7%0.049%
9/8/2026Allworth Financial LP9,932$774K0.0%+1.4%0.060%
8/23/2026Ameritas Advisory Services LLC6,663$519K0.0%N/A0.040%
8/22/2026Compass Financial Management LLC836$65K0.0%N/A0.005%
8/20/2026Nwam LLC2,417$188K0.0%N/A0.015%
8/12/2026Compass Financial Management LLC836$65K0.0%N/A0.005%
7/9/2026Sax Wealth Advisors LLC110,577$8.62M0.3%-2.8%0.687%
7/8/2026Midwest Financial Network LLC8,070$629K0.4%N/A0.050%
7/7/2026Dynamic Advisor Solutions LLC331,727$25.85M0.7%+12.3%2.060%
7/7/2026CoreCap Advisors LLC4,377$341K0.0%-5.1%0.027%
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%
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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%
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%
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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%


FVAL Institutional Ownership - Frequently Asked Questions

During the previous two years, 149 institutional investors and hedge funds held shares of Fidelity Value Factor ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($138.15M), 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), Envestnet Asset Management Inc. ($410.68K), Thrivent Financial for Lutherans ($410.11K), Merit Financial Group LLC ($401.74K), Avidian Wealth Enterprises LLC ($258.29K), and Commonwealth Equity Services LLC ($192.77K).

Institutional investors have bought a total of 2,237,403 shares in the last 24 months. This purchase volume represents approximately $158.24M in transactions.

Of the 46 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 1,425,197 shares in the last 24 months. This volume of shares sold represents approximately $100.02M 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 10/13/2026. New 13F filings are added each quarter as they're published.
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