FIDELITY VALUE FACTOR ETF (FVAL) Institutional Ownership

FVAL is currently held by 1 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $427,465 based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $427,465 in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's FVAL position is now estimated to be worth approximately $479,539.74, representing an estimated gain of +12.18% since the filing period.

Major shareholders tracked on this page include Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks institutional holding trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward FIDELITY VALUE FACTOR ETF (FVAL).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20261$427,4656,159
Q4 20251$442,8326,127
Q3 20251$419,8656,096
Q2 20251$387,1516,062
Q1 20251$353,0375,924
Q4 20241$362,8295,897
Q3 20241$356,0195,875
Q2 20241$336,9105,851
Q1 20241$332,3555,826
Q4 20231$307,3785,800