Institutional Ownership Fidelity High Dividend ETF (FDVV)
This table provides information about the institutional ownership of Fidelity High Dividend ETF (FDVV). We have compiled data on the 426 institutions that hold shares in the stock, with a total of 51.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
600
shares
|
$33,648
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
577
shares
|
$32,358
0.0% of portfolio
|
Q3 2025
Added 21.99%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
560
shares
|
$31,404
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
560
shares
|
$31,404
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Oct 14, 2025 Q3 2025 |
544
shares
|
$30,507
0.01% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
525
shares
|
$29,442
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
519
shares
|
$29,105
0.0% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
518
shares
|
$29,049
0.01% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
452
shares
|
$25,348
0.01% of portfolio
|
Q2 2025
Reduced 70.46%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
422
shares
|
$23,665
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
409
shares
|
$22,936
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
400
shares
|
$22,432
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
398
shares
|
$22,319
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Wealth Advisors, LLC
Johns Creek, GA |
Nov 12, 2025 Q3 2025 |
366
shares
|
$20,525
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
306
shares
|
$17,160
0.0% of portfolio
|
Q3 2025
Added 148.78%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
282
shares
|
$15,814
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
236
shares
|
$13,234
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
236
shares
|
$13,234
0.0% of portfolio
|
Q3 2025
Reduced 26.48%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
209
shares
|
$11,720
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
209
shares
|
$11,720
0.01% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
200
shares
|
$11,216
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
188
shares
|
$10,543
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
184
shares
|
$10,318
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
176
shares
|
$9,870
0.0% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
141
shares
|
$7,907
0.0% of portfolio
|
Q3 2025
Added 683.33%
|
|