FIDELITY MOMENTUM FACTOR ETF FDMO
$94.75
-1.8% 52w: $72.31 – $98.57
Latest 13F among current holders filed 31 days ago (Jun 4, 2026)
Price — last 12 months
research preview data72.3185.4498.57
Jun 20, 2025 Jul 2, 2026
Institutional holders
94
+6 QoQ
13F value
$542.2M
+24.1% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns FDMO?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| FMR LLC | Long only active | 3.1M | $244.8M | 0.0% | +44.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.4M | $113.3M | 0.0% | +7.4% |
| Kestra Advisory Services, LLC | Wealth advisor | 209.6K | $16.8M | 0.1% | +258.0% |
| Cetera Investment Advisers | Wealth advisor | 205.7K | $16.5M | 0.0% | +5.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 170.9K | $13.7M | 0.0% | +20.4% |
| Portfolio Strategies, Inc. | Wealth advisor | 151.1K | $12.1M | 1.5% | -1.9% |
| LPL Financial LLC | Bank broker | 145.2K | $11.6M | 0.0% | +36.0% |
| Great Lakes Retirement, Inc. | Other | 137.8K | $11.0M | 1.1% | -39.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 101.2K | $8.1M | 0.0% | +4.7% |
| First Heartland Consultants, Inc. | Wealth advisor | 93.1K | $7.5M | 0.6% | New |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 87.2K | $7.0M | 0.0% | +4.6% |
| JPMORGAN CHASE & CO | Bank broker | 89.0K | $6.9M | 0.0% | +228.3% |
| Marks Group Wealth Management, Inc | Other | 85.1K | $6.8M | 0.7% | +1548.7% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 71.0K | $5.7M | 0.1% | +1.3% |
| GOLDMAN SACHS GROUP INC | Bank broker | 63.0K | $5.0M | 0.0% | +1572.5% |
| Cerity Partners LLC | Diversified mechanical | 57.0K | $4.6M | 0.0% | +0.3% |
| ROYAL BANK OF CANADA | Bank broker | 43.5K | $3.5M | 0.0% | +185.3% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 43.1K | $3.5M | 0.0% | +76.7% |
| Atria Investments, Inc | Wealth advisor | 37.4K | $3.0M | 0.0% | New |
| Strategic Blueprint, LLC | Wealth advisor | 33.7K | $2.7M | 0.2% | +2.7% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 31.6K | $2.5M | 0.0% | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 29.6K | $2.4M | 0.0% | +69.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 27.0K | $2.2M | 0.0% | -30.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 25.3K | $2.0M | 0.0% | -8.7% |
| MORGAN STANLEY | Bank broker | 25.1K | $2.0M | 0.0% | +10.1% |
| NewEdge Advisors, LLC | Diversified mechanical | 22.7K | $1.8M | 0.0% | -16.8% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 22.6K | $1.8M | 0.0% | +8.1% |
| Rehmann Capital Advisory Group | Wealth advisor | 17.2K | $1.4M | 0.1% | 0.0% |
| &PARTNERS | Diversified mechanical | 16.8K | $1.3M | 0.0% | +82.4% |
| JANE STREET GROUP, LLC | Market maker | 16.1K | $1.3M | 0.0% | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 14.4K | $1.2M | 0.0% | -25.6% |
| AE Wealth Management LLC | Wealth advisor | 13.5K | $1.1M | 0.0% | +25.1% |
| Bryant Woods Investment Advisors, LLC | Wealth advisor | 11.9K | $956K | 0.4% | +0.1% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 10.9K | $873K | 0.0% | New |
| Cullen/Frost Bankers, Inc. | Diversified mechanical | 10.3K | $829K | 0.0% | +8.4% |
| Farther Finance Advisors, LLC | Wealth advisor | 10.0K | $810K | 0.0% | +146.7% |
| Valmark Advisers, Inc. | Wealth advisor | 9.9K | $794K | 0.0% | +96.5% |
| RCS Financial Planning, LLC | Wealth advisor | 8.9K | $712K | 0.4% | New |
| Integrated Wealth Concepts LLC | Wealth advisor | 8.2K | $654K | 0.0% | New |
| Midwest Financial Network, LLC | Wealth advisor | 8.0K | $638K | 0.5% | New |
| Keystone Wealth Services, LLC | Wealth advisor | 7.5K | $598K | 0.1% | +1.2% |
| Orgel Wealth Management, LLC | Wealth advisor | 7.4K | $597K | 0.0% | -16.9% |
| SAX WEALTH ADVISORS, LLC | Wealth advisor | 6.8K | $572K | 0.0% | Held |
| Mosley Wealth Management | Wealth advisor | 6.8K | $566K | 0.3% | -8.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 7.0K | $565K | 0.0% | +8.9% |
| Stonehearth Capital Management, LLC | Wealth advisor | 7.0K | $559K | 0.2% | Held |
| Equitable Holdings, Inc. | Wealth advisor | 6.6K | $557K | 0.0% | +23.5% |
| Inscription Capital, LLC | Other | 6.6K | $529K | 0.1% | Held |
| CALTON & ASSOCIATES, INC. | Wealth advisor | 6.6K | $527K | 0.1% | +35.8% |
| Worth Asset Management, LLC | Wealth advisor | 6.4K | $516K | 0.2% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.