FDVV · Fidelity High Dividend ETF ETF
$63.44
-0.31 (-0.49%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 3
Total Value: $14,247,671
Total Shares: 236,319
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 3 13F filers · Δ vs Mar 31, 2026Top Holder
94.3%
+83.9 pts
Top 5
100.0%
+73.5 pts
Top 10
100.0%
+57.9 pts
HHI
8,913
Highly concentrated+8,644
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
2
Decreased
0
Sold Out
484
Unchanged
0
Holder count:
-483
Institutional value:
-99.6%
Shares held:
-99.6%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | +202,563 | 222,863 | |
| Small BROWN, LISLE/CUMMINGS, INC. | +30 | 9,805 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small HORAN Wealth, LLC | 3,651 | $220,118 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega LPL Financial LLC | 6,799,783 | $375,620,012 | |
| Large COMMONWEALTH EQUITY SERVICES, LLC | 2,970,185 | $164,073,019 | |
| Mega MORGAN STANLEY | 2,628,725 | $145,210,767 | |
| Small Retirement Planning Group, LLC | 2,532,542 | $139,897,620 | |
| Mega ENVESTNET ASSET MANAGEMENT INC | 2,433,369 | $134,419,303 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC FDVV | $12,887,771 | 90.46% | 213,763 | Shares | 2026-09-02 | |
| Small BROWN, LISLE/CUMMINGS, INC. FDVV | $591,143 | 4.15% | 9,805 | Shares | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC FDVV | $548,639 | 3.85% | 9,100 | Call | 2026-09-02 | |
| Small HORAN Wealth, LLC FDVV | $220,118 | 1.54% | 3,651 | Shares | 2026-08-26 |