FIDELITY HIGH DIVIDEND ETF FDVV
$61.28
+1.0% 52w: $49.26 – $61.28
Latest 13F among current holders filed 3 days ago (Jul 2, 2026)
Price — last 12 months
research preview data49.2655.2761.28
Jun 20, 2025 Jul 2, 2026
Institutional holders
488
+35 QoQ
13F value
$3.63B
+12.2% QoQ
Smart-money holders
5
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
2.3×
$1.6M calls / $691K puts
Institutional value by quarter
Number of holders
Who owns FDVV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 6.8M | $375.6M | 0.1% | +10.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 3.0M | $164.1M | 0.2% | -2.1% |
| MORGAN STANLEY | Bank broker | 2.6M | $145.2M | 0.0% | +4.3% |
| Retirement Planning Group, LLC | Wealth advisor | 2.5M | $139.9M | 4.3% | +9.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 2.4M | $134.4M | 0.0% | +17.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.4M | $130.8M | 0.0% | +4.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 2.1M | $116.3M | 0.0% | +1.4% |
| Cetera Investment Advisers | Wealth advisor | 2.0M | $111.4M | 0.1% | +15.7% |
| JPMORGAN CHASE & CO | Bank broker | 2.0M | $109.5M | 0.0% | +74.5% |
| Dynasty Wealth Management, LLC | Wealth advisor | 1.7M | $95.3M | 0.8% | +120.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.7M | $94.0M | 0.0% | +4.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.4M | $79.0M | 0.1% | -1.5% |
| SAGESPRING WEALTH PARTNERS, LLC | Wealth advisor | 1.3M | $71.1M | 1.3% | +96.0% |
| Independent Advisor Alliance | Wealth advisor | 1.2M | $68.7M | 0.7% | New |
| Kestra Advisory Services, LLC | Wealth advisor | 1.1M | $59.5M | 0.2% | +16.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 927.2K | $51.2M | 0.0% | -14.8% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 881.1K | $48.7M | 0.1% | +155.3% |
| JANE STREET GROUP, LLC | Market maker | 824.6K | $45.6M | 0.0% | +174.8% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 822.1K | $45.4M | 0.1% | +2.4% |
| Kestra Investment Management, LLC | Wealth advisor | 801.3K | $44.3M | 0.8% | +317.9% |
| Arkadios Wealth Advisors | Wealth advisor | 760.0K | $42.0M | 0.7% | +28.7% |
| McIlrath & Eck, LLC | Wealth advisor | 737.0K | $40.7M | 3.0% | +8.3% |
| CHILDRESS CAPITAL ADVISORS, LLC | Other | 656.0K | $36.2M | 6.5% | -18.5% |
| Allworth Financial LP | Wealth advisor | 635.6K | $35.1M | 0.1% | +7.9% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 626.0K | $34.6M | 0.1% | +2.3% |
| ROYAL BANK OF CANADA | Bank broker | 595.2K | $32.9M | 0.0% | +246.4% |
| Private Advisor Group, LLC | Wealth advisor | 579.6K | $32.0M | 0.2% | +20.2% |
| VICTORY FINANCIAL GROUP, LLC | Wealth advisor | 549.0K | $30.3M | 3.7% | +12.9% |
| Landing Point Financial Group, LLC | Wealth advisor | 496.2K | $27.4M | 13.3% | +2.9% |
| Mariner, LLC | Diversified mechanical | 454.4K | $25.1M | 0.0% | +9.0% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | Wealth advisor | 437.1K | $24.1M | 3.9% | -0.8% |
| AssuredPartners Investment Advisors, LLC | Wealth advisor | 395.4K | $22.1M | 2.4% | +2.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 381.7K | $21.2M | 0.0% | +50.8% |
| Lakeridge Wealth Management LLC | Wealth advisor | 357.9K | $19.8M | 8.5% | +4.7% |
| Equitable Holdings, Inc. | Wealth advisor | 325.5K | $18.4M | 0.1% | +20.4% |
| Milestone Investment Advisors LLC | Wealth advisor | 326.1K | $18.0M | 4.4% | +2.0% |
| D.A. DAVIDSON & CO. | Wealth advisor | 315.1K | $17.4M | 0.1% | +2.6% |
| Stratos Investment Management, LLC | Wealth advisor | 304.9K | $16.8M | 0.7% | +3.9% |
| Independence Financial Advisors, LLC | Wealth advisor | 304.4K | $16.8M | 5.0% | +3.1% |
| CALTON & ASSOCIATES, INC. | Wealth advisor | 302.2K | $16.7M | 2.4% | -4.5% |
| Integrated Wealth Concepts LLC | Wealth advisor | 298.9K | $16.5M | 0.1% | +6.1% |
| Prime Capital Investment Advisors, LLC | Wealth advisor | 290.3K | $16.0M | 0.2% | -3.0% |
| World Investment Advisors | Wealth advisor | 285.9K | $15.8M | 0.3% | +1.2% |
| REGIMEN WEALTH, LLC | Wealth advisor | 273.4K | $15.1M | 4.4% | -25.1% |
| Clark Wealth Partners | Wealth advisor | 266.1K | $14.7M | 9.9% | -10.9% |
| IFP Advisors, Inc | Wealth advisor | 257.7K | $14.2M | 0.3% | +21.8% |
| Rooted Wealth Advisors, Inc. | Wealth advisor | 224.7K | $13.3M | 3.5% | +8.5% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 237.5K | $13.1M | 0.0% | -0.1% |
| Prentice Wealth Management LLC | Wealth advisor | 236.5K | $13.1M | 2.9% | -9.1% |
| Fifth Third Securities, Inc. | Wealth advisor | 231.4K | $12.8M | 0.8% | +2.0% |
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.