FIDELITY HI YIELD FACTOR ETF (FDHY) Institutional Shareholders
FIDELITY HI YIELD FACTOR ETF (FDHY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $118.03M in FDHY holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of FDHY tracked by InsiderSet, reporting ownership valued at approximately $24.23M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $24.37M, representing an estimated gain of +0.58% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed FDHY value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Goldman Sachs Group Inc, Advisory Services Network, Llc, and several other long-term asset managers with concentrated positions in FIDELITY HI YIELD FACTOR ETF (FDHY).
This page ranks the largest institutional FDHY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
70
Total Reported Value
$118.03M
Largest Holder
Lpl Financial Llc
Largest Position
$24.23M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
82
Funds Exiting Positions
2
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 499,237 | $24,232,952 | $24,372,750 | +$139,798 | +0.58% | |
| Goldman Sachs Group Inc | 0.00% | 450,000 | $21,843,000 | $21,969,000 | +$126,000 | +0.58% | |
| Advisory Services Network, Llc | 0.12% | 179,219 | $8,699,306 | $8,749,472 | +$50,166 | +0.58% | |
| Moody National Bank Trust Division | 0.48% | 118,644 | $5,817,116 | $5,792,200 | -$24,916 | -0.43% | |
| Flavin Financial Services, Inc. | 3.63% | 111,008 | $5,388,344 | $5,419,411 | +$31,067 | +0.58% | |
| Raymond James Financial Inc | 0.00% | 97,878 | $4,750,998 | $4,778,404 | +$27,406 | +0.58% | |
| Bg Investment Services, Llc | 3.89% | 96,455 | $4,681,913 | $4,708,933 | +$27,020 | +0.58% | |
| Axxcess Wealth Management, Llc | 0.05% | 69,794 | $3,422,000 | $3,407,343 | -$14,657 | -0.43% | |
| Geneva Partners, Llc | 1.63% | 70,077 | $3,401,554 | $3,421,159 | +$19,605 | +0.58% | |
| Omnistar Financial Group, Inc. | 1.48% | 65,334 | $3,203,334 | $3,189,606 | -$13,728 | -0.43% | |
| Morgan Stanley | 0.00% | 65,149 | $3,162,337 | $3,180,574 | +$18,237 | +0.58% | |
| Kestra Advisory Services, Llc | 0.01% | 62,748 | $3,076,552 | $3,063,357 | -$13,195 | -0.43% | |
| Mutual Advisors, Llc | 0.06% | 58,309 | $2,830,342 | $2,846,645 | +$16,303 | +0.58% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 50,646 | $2,485,696 | $2,472,538 | -$13,158 | -0.53% | |
| Commonwealth Equity Services, Llc | 0.00% | 46,621 | $2,285,820 | $2,276,037 | -$9,783 | -0.43% | |
| Jane Street Group, Llc | 0.00% | 44,156 | $2,143,332 | $2,155,696 | +$12,364 | +0.58% | |
| Great Lakes Retirement, Inc. | 0.15% | 33,895 | $1,671,106 | $1,654,754 | -$16,352 | -0.98% | |
| Osaic Holdings, Inc. | 0.00% | 30,866 | $1,498,909 | $1,506,878 | +$7,969 | +0.53% | |
| Cetera Investment Advisers | 0.00% | 26,465 | $1,284,617 | $1,292,021 | +$7,404 | +0.58% | |
| Sigma Planning Corp | 0.03% | 21,011 | $1,019,858 | $1,025,757 | +$5,899 | +0.58% | |
| Envestnet Asset Management Inc | 0.00% | 15,532 | $753,926 | $758,272 | +$4,346 | +0.58% | |
| Captrust Financial Advisors | 0.00% | 15,470 | $750,914 | $755,245 | +$4,331 | +0.58% | |
| Breakwater Capital Group | 0.09% | 14,906 | $730,841 | $727,711 | -$3,130 | -0.43% | |
| Stonebridge Financial Planning Group, Llc | 0.21% | 13,431 | $658,546 | $655,701 | -$2,845 | -0.43% | |
| Townsend Financial Planning, Llc | 0.61% | 12,991 | $630,574 | $634,221 | +$3,647 | +0.58% | |
| Kestra Private Wealth Services, Llc | 0.01% | 12,495 | $612,649 | $610,006 | -$2,643 | -0.43% | |
| Merit Financial Group, Llc | 0.00% | 12,447 | $610,270 | $607,663 | -$2,607 | -0.43% | |
| Mml Investors Services, Llc | 0.00% | 11,815 | $573,477 | $576,808 | +$3,331 | +0.58% | |
| Cibc World Market Inc. | 0.00% | 11,745 | $570,102 | $573,391 | +$3,289 | +0.58% | |
| Citadel Advisors Llc | 0.00% | 10,370 | $503,360 | $506,263 | +$2,903 | +0.58% | |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | 0.05% | 9,246 | $453,319 | $451,390 | -$1,929 | -0.43% | |
| Nwf Advisory Services Inc. | 0.04% | 8,278 | $405,870 | $404,132 | -$1,738 | -0.43% | |
| Storgate, Llc | 0.26% | 6,776 | $328,907 | $330,804 | +$1,897 | +0.58% | |
| Wealth Care Llc | 0.27% | 6,690 | $327,993 | $326,606 | -$1,387 | -0.42% | |
| Freestate Advisors Llc | 0.22% | 6,091 | $298,638 | $297,363 | -$1,275 | -0.43% | |
| Shared Vision Wealth Group Llc | 0.10% | 5,869 | $287,757 | $286,525 | -$1,232 | -0.43% | |
| Jones Financial Companies Lllp | 0.00% | 5,882 | $284,454 | $287,159 | +$2,705 | +0.95% | |
| Foronjy Financial Llc | 0.10% | 5,687 | $278,829 | $277,639 | -$1,190 | -0.43% | |
| Integrated Wealth Concepts Llc | 0.00% | 5,639 | $273,699 | $275,296 | +$1,597 | +0.58% | |
| Kintra Wealth, Llc | 0.02% | 5,332 | $258,792 | $260,308 | +$1,516 | +0.59% | |
| J.W. Cole Advisors, Inc. | 0.00% | 4,957 | $243,059 | $242,001 | -$1,058 | -0.44% | |
| Clearstead Trust, Llc | 0.04% | 4,614 | $223,964 | $225,255 | +$1,291 | +0.58% | |
| Royal Bank Of Canada | 0.00% | 4,558 | $222,000 | $222,522 | +$522 | +0.23% | |
| Ifp Advisors, Inc | 0.00% | 2,586 | $126,792 | $126,249 | -$543 | -0.43% | |
| Harbour Investments, Inc. | 0.00% | 2,021 | $98,099 | $98,665 | +$566 | +0.58% | |
| Glass Jacobson Investment Advisors Llc | 0.03% | 1,880 | $92,200 | $91,782 | -$418 | -0.45% | |
| Fmr Llc | 0.00% | 1,765 | $85,684 | $86,167 | +$483 | +0.56% | |
| Financial Management Professionals, Inc. | 0.01% | 1,430 | $70,500 | $69,813 | -$687 | -0.98% | |
| Sunbelt Securities, Inc. | 0.00% | 1,293 | $62,745 | $63,124 | +$379 | +0.60% | |
| Ae Wealth Management Llc | 0.00% | 1,200 | $58,248 | $58,584 | +$336 | +0.58% |
Frequently asked questions about FDHY
Who owns the most FDHY stock?
The largest holders of FDHY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIDELITY HI YIELD FACTOR ETF (FDHY).
Is FDHY widely held by superinvestors?
Many widely followed stocks like FDHY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FDHY is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.