Fidelity Value Factor ETF (FVAL) Institutional Ownership

$81.59 -0.98 (-1.19%)

Closing price 04:10 PM Eastern

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$81.60 +0.01 (+0.01%)

As of 07:30 PM Eastern

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Number of Institutional Buyers (last 12 months): 85
Total Institutional Inflows (last 12 months): $157.07M

Number of Institutional Sellers (last 12 months): 45
Total Institutional Outflows (last 12 months): $99.15M

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FVAL Institutional Buying and Selling by Quarter

Fidelity Value Factor ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/23/2026	Envestnet Portfolio Solutions Inc.	22,894	$1.78M	0.0%	+2.7%	0.137%
9/23/2026	Envestnet Asset Management Inc.	1,772,697	$138.15M	0.0%	+4.3%	10.615%
9/9/2026	Capital Analysts LLC	5,306	$414K	0.0%	+17.4%	0.032%
9/9/2026	Integrated Wealth Concepts LLC	3,038	$237K	0.0%	-9.8%	0.018%
9/9/2026	NewEdge Advisors LLC	8,166	$636K	0.0%	-4.7%	0.049%
9/8/2026	Allworth Financial LP	9,932	$774K	0.0%	+1.4%	0.060%
8/23/2026	Ameritas Advisory Services LLC	6,663	$519K	0.0%	N/A	0.040%
8/22/2026	Compass Financial Management LLC	836	$65K	0.0%	N/A	0.005%
8/20/2026	Nwam LLC	2,417	$188K	0.0%	N/A	0.015%
8/12/2026	Compass Financial Management LLC	836	$65K	0.0%	N/A	0.005%
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7/9/2026	Sax Wealth Advisors LLC	110,577	$8.62M	0.3%	-2.8%	0.687%
7/8/2026	Midwest Financial Network LLC	8,070	$629K	0.4%	N/A	0.050%
7/7/2026	Dynamic Advisor Solutions LLC	331,727	$25.85M	0.7%	+12.3%	2.060%
7/7/2026	CoreCap Advisors LLC	4,377	$341K	0.0%	-5.1%	0.027%
6/3/2026	NewEdge Advisors LLC	8,565	$594K	0.0%	-1.7%	0.054%
5/19/2026	Western Wealth Management LLC	1,402	$97K	0.0%	N/A	0.009%
5/19/2026	NewEdge Advisors LLC	8,216	$570K	0.0%	-5.7%	0.051%
5/19/2026	Bank of America Corp DE	173,294	$12.03M	0.0%	-8.7%	1.083%
5/19/2026	Arkadios Wealth Advisors	4,619	$321K	0.0%	+23.3%	0.029%
5/18/2026	Royal Bank of Canada	301,376	$20.92M	0.0%	+0.3%	1.884%
5/18/2026	Empowered Funds LLC	47,801	$3.32M	0.0%	-32.9%	0.299%
5/16/2026	Quantinno Capital Management LP	3,839	$266K	0.0%	-15.2%	0.024%
5/13/2026	Cetera Investment Advisers	281,544	$19.54M	0.0%	+9.5%	1.760%
5/13/2026	Lavaca Capital LLC	949	$66K	0.0%	N/A	0.006%
5/6/2026	Assetmark Inc.	7,260	$504K	0.0%	+6.3%	0.045%
5/5/2026	Sigma Planning Corp	16,556	$1.15M	0.0%	-2.6%	0.103%
5/2/2026	Diversify Wealth Management LLC	11,964	$899K	0.0%	N/A	0.075%
5/1/2026	Fifth Third Bancorp	2,223	$154K	0.0%	+5,322.0%	0.014%
5/1/2026	Darwin Wealth Management LLC	25,858	$1.80M	0.6%	+44.1%	0.163%
4/30/2026	Kestra Advisory Services LLC	147,059	$10.21M	0.0%	-25.1%	0.925%
4/27/2026	Integrity Wealth Partners LLC	6,043	$419K	0.4%	N/A	0.038%
4/27/2026	Private Advisor Group LLC	8,670	$602K	0.0%	+15.4%	0.055%
4/23/2026	Traub Capital Management LLC	18,348	$1.27M	1.3%	-1.1%	0.116%
4/20/2026	Kestra Private Wealth Services LLC	117,112	$8.13M	0.1%	+0.8%	0.741%
4/17/2026	Certified Advisory Corp	12,259	$851K	0.1%	+13.4%	0.078%
3/17/2026	Rockefeller Capital Management L.P.	23,115	$1.67M	0.0%	-2.3%	0.149%
3/13/2026	World Investment Advisors	6,969	$504K	0.0%	N/A	0.045%
3/5/2026	Storen Legacy Partners LLC	6,693	$484K	0.2%	N/A	0.043%
2/27/2026	Beacon Advisors Holdings LLC	191,215	$13.82M	7.3%	N/A	1.234%
2/20/2026	Sunbelt Securities Inc.	12,716	$919K	0.1%	-21.8%	0.082%
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2/19/2026	Axxcess Wealth Management LLC	17,418	$1.26M	0.0%	N/A	0.112%
2/18/2026	Onyx Bridge Wealth Group LLC	3,044	$220K	0.0%	-10.3%	0.020%
2/18/2026	EP Wealth Advisors LLC	4,336	$313K	0.0%	N/A	0.028%
2/18/2026	NewEdge Advisors LLC	8,713	$630K	0.0%	+10.1%	0.056%
2/18/2026	Empowered Funds LLC	71,224	$5.15M	0.0%	N/A	0.460%
2/18/2026	Ballast Financial Advisors LLC	8,067	$583K	0.6%	N/A	0.052%
2/17/2026	AQR Capital Management LLC	9,356	$676K	0.0%	N/A	0.060%
2/17/2026	Cetera Investment Advisers	257,168	$18.59M	0.0%	+9.9%	1.659%
2/17/2026	Kovack Advisors Inc.	7,793	$563K	0.0%	+18.9%	0.050%
2/17/2026	Custos Family Office LLC	127,974	$9.25M	6.3%	-16.1%	0.826%
2/17/2026	Osaic Holdings Inc.	251,139	$18.15M	0.0%	-2.5%	1.620%
2/17/2026	Royal Bank of Canada	300,619	$21.73M	0.0%	-8.6%	1.939%
2/16/2026	Portfolio Resources Advisor Group Inc.	1,733	$125K	0.1%	N/A	0.011%
2/16/2026	MML Investors Services LLC	23,303	$1.68M	0.0%	+40.9%	0.150%
2/16/2026	Mariner LLC	4,558	$329K	0.0%	+25.7%	0.029%
2/16/2026	Arax Advisory Partners	959	$69K	0.0%	-45.0%	0.006%
2/13/2026	CreativeOne Wealth LLC	3,755	$271K	0.0%	N/A	0.024%
2/13/2026	Kestra Advisory Services LLC	196,303	$14.19M	0.1%	-1.2%	1.266%
2/13/2026	Stifel Financial Corp	2,991	$216K	0.0%	-8.0%	0.019%
2/13/2026	Greenline Wealth Management LLC	447	$32K	0.0%	N/A	0.003%
2/13/2026	Wells Fargo & Company MN	450	$33K	0.0%	+516.4%	0.003%
2/12/2026	Jane Street Group LLC	7,254	$524K	0.0%	+35.0%	0.047%
2/12/2026	Orion Porfolio Solutions LLC	26,402	$1.91M	0.0%	-0.6%	0.170%
2/12/2026	Commonwealth Equity Services LLC	238,792	$17.26M	0.0%	-6.4%	1.541%
2/12/2026	Kovack Advisors Inc.	7,793	$568K	0.0%	+18.9%	0.050%
2/11/2026	Empowered Funds LLC	71,224	$5.15M	0.0%	N/A	0.460%
2/11/2026	Cedar Point Capital Partners LLC	60,053	$4.34M	2.8%	+4.3%	0.387%
2/11/2026	GWN Securities Inc.	8,014	$579K	0.1%	+4.7%	0.052%
2/11/2026	Capital Analysts LLC	1,494	$108K	0.0%	N/A	0.010%
2/11/2026	LPL Financial LLC	331,753	$23.98M	0.0%	-2.7%	2.140%
2/11/2026	JPMorgan Chase & Co.	207,602	$15.00M	0.0%	+0.6%	1.339%
2/11/2026	J.W. Cole Advisors Inc.	20,773	$1.45M	0.0%	+7.5%	0.134%
2/10/2026	Goldman Sachs Group Inc.	29,482	$2.13M	0.0%	+6.1%	0.190%
2/10/2026	Northwestern Mutual Wealth Management Co.	2,165	$156K	0.0%	-28.4%	0.014%
2/10/2026	Foundations Investment Advisors LLC	16,543	$1.20M	0.0%	+5.2%	0.107%
2/9/2026	Goodwin Investment Advisory	80,398	$5.81M	6.4%	-0.6%	0.519%
2/9/2026	Kestra Investment Management LLC	5,896	$426K	0.0%	+76.0%	0.038%
2/6/2026	Condor Capital Management	113,496	$8.20M	0.7%	+2.2%	0.732%
2/6/2026	Axxcess Wealth Management LLC	17,872	$1.29M	0.0%	N/A	0.115%
2/6/2026	IFP Advisors Inc	673	$49K	0.0%	-70.8%	0.004%
2/6/2026	Cullen Frost Bankers Inc.	8,872	$641K	0.0%	+3.2%	0.057%
2/6/2026	Envestnet Portfolio Solutions Inc.	20,924	$1.51M	0.0%	+24.5%	0.135%
2/5/2026	Northwestern Mutual Wealth Management Co.	113,362	$8.19M	0.0%	+3,648.7%	0.731%
2/5/2026	Thrivent Financial for Lutherans	213,388	$15.54M	0.0%	-48.9%	1.377%
2/5/2026	Allworth Financial LP	10,628	$768K	0.0%	+3.3%	0.069%
2/3/2026	Vantage Financial Partners LLC	121,298	$8.77M	1.8%	-0.9%	0.788%
2/3/2026	Foronjy Financial LLC	3,596	$260K	0.1%	+9.9%	0.023%
2/2/2026	Woodard & Co. Asset Management Group Inc. ADV	542	$39K	0.0%	+709.0%	0.004%
2/2/2026	LVZ Inc.	26,041	$1.88M	0.2%	-5.5%	0.168%
1/30/2026	Sigma Planning Corp	16,996	$1.23M	0.0%	-18.5%	0.110%
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1/30/2026	Strategic Blueprint LLC	24,485	$1.77M	0.1%	+27.7%	0.159%
1/29/2026	Kestra Private Wealth Services LLC	116,142	$8.39M	0.1%	+6.6%	0.754%
1/29/2026	High Probability Advisors LLC	429,924	$31.07M	4.1%	+0.5%	2.792%
1/28/2026	Spectrum Investment Advisors Inc.	15,262	$1.10M	0.6%	+1.8%	0.099%
1/28/2026	Schmidt P J Investment Management Inc.	14,624	$1.06M	0.2%	+3.2%	0.095%
1/27/2026	PFG Advisors	60,099	$4.34M	0.2%	+41.4%	0.390%
1/26/2026	Merit Financial Group LLC	332,824	$24.05M	0.2%	-17.2%	2.161%
1/26/2026	Harbor Asset Planning Inc.	542	$39K	0.0%	N/A	0.004%
1/26/2026	Valmark Advisers Inc.	16,310	$1.18M	0.0%	-3.4%	0.106%
1/26/2026	Forbes Financial Planning Inc.	24,867	$1.80M	1.0%	-70.9%	0.161%

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 2,150,058 shares in the last 24 months. This purchase volume represents approximately $151.38M in transactions.

Of the 45 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 1,414,371 shares in the last 24 months. This volume of shares sold represents approximately $99.15M 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 9/23/2026. New 13F filings are added each quarter as they're published.

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Fidelity Value Factor ETF (FVAL) Institutional Ownership

FVAL Institutional Buying and Selling by Quarter

Fidelity Value Factor ETF Major Shareholders & Ownership History

FVAL Institutional Ownership - Frequently Asked Questions

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Fidelity Value Factor ETF (FVAL) Institutional Ownership

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

FVAL Institutional Buying and Selling by Quarter

Fidelity Value Factor ETF Major Shareholders & Ownership History

FVAL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FVAL shares?

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

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

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

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

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