FIDELITY INTL VAL FACT ETF FIVA
$38.48
+0.6% 52w: $27.52 – $38.94
Latest 13F among current holders filed 31 days ago (Jun 4, 2026)
Price — last 12 months
research preview data27.5233.2338.94
Jun 20, 2025 Jul 2, 2026
Institutional holders
87
+16 QoQ
13F value
$252.5M
-77.9% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns FIVA?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.6M | $54.4M | 0.1% | -3.4% |
| FMR LLC | Long only active | 1.5M | $53.0M | 0.0% | -4.3% |
| LPL Financial LLC | Bank broker | 473.4K | $16.5M | 0.0% | +74.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 463.7K | $16.1M | 0.0% | +337.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 344.6K | $12.0M | 0.0% | +19714.8% |
| SUMMIT WEALTH GROUP LLC / CO | Wealth advisor | 221.5K | $7.7M | 0.8% | -1.8% |
| Kingsview Wealth Management, LLC | Wealth advisor | 217.9K | $7.6M | 0.1% | New |
| Kestra Advisory Services, LLC | Wealth advisor | 202.0K | $7.0M | 0.0% | +213.8% |
| ROYAL BANK OF CANADA | Bank broker | 191.5K | $6.7M | 0.0% | +9202.2% |
| D.A. DAVIDSON & CO. | Wealth advisor | 180.0K | $6.3M | 0.0% | New |
| Cetera Investment Advisers | Wealth advisor | 153.1K | $5.3M | 0.0% | +16.7% |
| OmniStar Financial Group, Inc. | Other | 136.4K | $4.7M | 2.5% | +207.8% |
| JANE STREET GROUP, LLC | Market maker | 130.9K | $4.6M | 0.0% | +30.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 126.0K | $4.4M | 0.0% | +53.6% |
| Roan Capital Partners | Wealth advisor | 111.5K | $3.9M | 3.6% | — |
| Braeburn Wealth Management LLC | Wealth advisor | 110.9K | $3.9M | 2.2% | -48.8% |
| JPMORGAN CHASE & CO | Bank broker | 97.8K | $3.3M | 0.0% | +46.1% |
| FLOW TRADERS U.S. LLC | Market maker | 71.7K | $2.5M | 0.1% | New |
| Cadent Capital Advisors, LLC | Wealth advisor | 69.1K | $2.4M | 0.6% | -0.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 61.4K | $2.2M | 0.0% | New |
| BANK OF AMERICA CORP /DE/ | Bank broker | 55.8K | $1.9M | 0.0% | +13.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 50.4K | $1.8M | 0.0% | +153.5% |
| CITADEL ADVISORS LLC | Multistrat pod | 47.5K | $1.7M | 0.0% | New |
| Inspire Advisors, LLC | Wealth advisor | 41.7K | $1.4M | 0.1% | -71.0% |
| &PARTNERS | Diversified mechanical | 36.5K | $1.4M | 0.0% | +67.0% |
| Patriot Financial Group Insurance Agency, LLC | Wealth advisor | 39.8K | $1.4M | 0.1% | +124.7% |
| SEI INVESTMENTS CO | Diversified mechanical | 38.4K | $1.3M | 0.0% | New |
| Mariner, LLC | Diversified mechanical | 36.9K | $1.3M | 0.0% | +55.2% |
| EVERGREEN CAPITAL MANAGEMENT LLC | Diversified mechanical | 35.8K | $1.2M | 0.0% | Held |
| BENJAMIN EDWARDS INC | Diversified mechanical | 34.4K | $1.2M | 0.0% | +14.7% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 33.4K | $1.2M | 0.0% | +33.8% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 31.6K | $1.1M | 0.0% | -38.8% |
| Compound Planning, Inc. | Wealth advisor | 30.7K | $1.1M | 0.0% | +0.1% |
| Align Financial, LLC | Wealth advisor | 28.1K | $978K | 0.6% | -97.1% |
| AMERIPRISE FINANCIAL INC | Bank broker | 23.9K | $832K | 0.0% | -4.7% |
| GTS SECURITIES LLC | Market maker | 23.1K | $803K | 0.0% | New |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 21.4K | $745K | 0.0% | New |
| RCS Financial Planning, LLC | Wealth advisor | 20.5K | $715K | 0.4% | New |
| Arkadios Wealth Advisors | Wealth advisor | 19.0K | $661K | 0.0% | +7.3% |
| HBK Sorce Advisory LLC | Wealth advisor | 17.1K | $641K | 0.0% | Held |
| Midwest Financial Network, LLC | Wealth advisor | 16.6K | $578K | 0.5% | New |
| Ameritas Advisory Services, LLC | Wealth advisor | 16.0K | $558K | 0.0% | +3.6% |
| Focus Financial Network, Inc. | Wealth advisor | 8.5K | $297K | 0.0% | New |
| Elequin Capital, LP | Wealth advisor | 8.1K | $283K | 0.1% | New |
| Asset Allocation Strategies LLC | Wealth advisor | 7.6K | $265K | 0.0% | +22.6% |
| Clarity Asset Management, Inc. | Wealth advisor | 7.5K | $262K | 0.1% | New |
| Sunbelt Securities, Inc. | Diversified mechanical | 6.9K | $242K | 0.0% | -2.3% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 6.9K | $241K | 0.0% | New |
| Accelerate Investment Advisors LLC | Wealth advisor | 6.9K | $240K | 0.2% | New |
| MONEY CONCEPTS CAPITAL CORP | Wealth advisor | 6.7K | $231K | 0.0% | Held |
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.