FIDELITY HI YIELD FACTOR ETF (FDHY) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $121.14M 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 $24.55M, representing an estimated gain of +1.30% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% 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
73
Total Reported Value
$121.14M
Largest Holder
Lpl Financial Llc
Largest Position
$24.23M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
79
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 | $24,547,483 | +$314,531 | +1.30% | |
| Goldman Sachs Group Inc | 0.00% | 450,000 | $21,843,000 | $22,126,500 | +$283,500 | +1.30% | |
| Advisory Services Network, Llc | 0.12% | 179,219 | $8,699,306 | $8,812,198 | +$112,892 | +1.30% | |
| Moody National Bank Trust Division | 0.54% | 116,532 | $5,656,464 | $5,729,878 | +$73,414 | +1.30% | |
| Flavin Financial Services, Inc. | 3.63% | 111,008 | $5,388,344 | $5,458,263 | +$69,919 | +1.30% | |
| Raymond James Financial Inc | 0.00% | 97,878 | $4,750,998 | $4,812,661 | +$61,663 | +1.30% | |
| Bg Investment Services, Llc | 3.89% | 96,455 | $4,681,913 | $4,742,692 | +$60,779 | +1.30% | |
| Geneva Partners, Llc | 1.63% | 70,077 | $3,401,554 | $3,445,686 | +$44,132 | +1.30% | |
| Axxcess Wealth Management, Llc | 0.11% | 69,994 | $3,397,509 | $3,441,605 | +$44,096 | +1.30% | |
| Morgan Stanley | 0.00% | 65,149 | $3,162,337 | $3,203,376 | +$41,039 | +1.30% | |
| Omnistar Financial Group, Inc. | 1.51% | 60,058 | $2,914,559 | $2,953,052 | +$38,493 | +1.32% | |
| Mutual Advisors, Llc | 0.06% | 58,309 | $2,830,342 | $2,867,054 | +$36,712 | +1.30% | |
| Evergreen Private Wealth Llc | 1.07% | 54,451 | $2,643,050 | $2,677,356 | +$34,306 | +1.30% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 47,149 | $2,299,444 | $2,318,316 | +$18,872 | +0.82% | |
| Commonwealth Equity Services, Llc | 0.00% | 45,988 | $2,232,258 | $2,261,230 | +$28,972 | +1.30% | |
| Kestra Advisory Services, Llc | 0.01% | 45,522 | $2,221,795 | $2,238,317 | +$16,522 | +0.74% | |
| Jane Street Group, Llc | 0.00% | 44,156 | $2,143,332 | $2,171,151 | +$27,819 | +1.30% | |
| Wise Wealth Partners | 2.40% | 36,557 | $1,774,477 | $1,797,508 | +$23,031 | +1.30% | |
| Great Lakes Retirement, Inc. | 0.16% | 31,874 | $1,555,680 | $1,567,245 | +$11,565 | +0.74% | |
| Osaic Holdings, Inc. | 0.00% | 30,866 | $1,498,909 | $1,517,681 | +$18,772 | +1.25% | |
| Cetera Investment Advisers | 0.00% | 26,465 | $1,284,617 | $1,301,284 | +$16,667 | +1.30% | |
| Sigma Planning Corp | 0.03% | 21,011 | $1,019,858 | $1,033,111 | +$13,253 | +1.30% | |
| Merit Financial Group, Llc | 0.01% | 18,488 | $897,420 | $909,055 | +$11,635 | +1.30% | |
| Envestnet Asset Management Inc | 0.00% | 15,532 | $753,926 | $763,708 | +$9,782 | +1.30% | |
| Captrust Financial Advisors | 0.00% | 15,470 | $750,914 | $760,660 | +$9,746 | +1.30% | |
| Stonebridge Financial Planning Group, Llc | 0.25% | 13,793 | $669,522 | $678,202 | +$8,680 | +1.30% | |
| Townsend Financial Planning, Llc | 0.61% | 12,991 | $630,574 | $638,767 | +$8,193 | +1.30% | |
| Breakwater Capital Group | 0.08% | 12,428 | $603,255 | $611,085 | +$7,830 | +1.30% | |
| Mml Investors Services, Llc | 0.00% | 11,815 | $573,477 | $580,944 | +$7,467 | +1.30% | |
| Cibc World Market Inc. | 0.00% | 11,745 | $570,102 | $577,502 | +$7,400 | +1.30% | |
| Kestra Private Wealth Services, Llc | 0.01% | 10,759 | $522,231 | $529,020 | +$6,789 | +1.30% | |
| Citadel Advisors Llc | 0.00% | 10,370 | $503,360 | $509,893 | +$6,533 | +1.30% | |
| Truist Financial Corp | 0.00% | 9,810 | $476,177 | $482,358 | +$6,181 | +1.30% | |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | 0.06% | 9,709 | $471,275 | $477,392 | +$6,117 | +1.30% | |
| Foronjy Financial Llc | 0.18% | 8,785 | $426,419 | $431,958 | +$5,539 | +1.30% | |
| Nwf Advisory Services Inc. | 0.05% | 8,278 | $401,815 | $407,029 | +$5,214 | +1.30% | |
| Storgate, Llc | 0.26% | 6,776 | $328,907 | $333,176 | +$4,269 | +1.30% | |
| Freestate Advisors Llc | 0.23% | 6,013 | $291,889 | $295,659 | +$3,770 | +1.29% | |
| Shared Vision Wealth Group Llc | 0.12% | 5,869 | $284,881 | $288,579 | +$3,698 | +1.30% | |
| Jones Financial Companies Lllp | 0.00% | 5,882 | $284,454 | $289,218 | +$4,764 | +1.67% | |
| Integrated Wealth Concepts Llc | 0.00% | 5,639 | $273,699 | $277,270 | +$3,571 | +1.30% | |
| Kintra Wealth, Llc | 0.02% | 5,332 | $258,792 | $262,174 | +$3,382 | +1.31% | |
| Eagle Wealth Advisors Llc | 0.22% | 4,943 | $241,263 | $243,047 | +$1,784 | +0.74% | |
| Clearstead Trust, Llc | 0.04% | 4,614 | $223,964 | $226,870 | +$2,906 | +1.30% | |
| Royal Bank Of Canada | 0.00% | 4,558 | $222,000 | $224,117 | +$2,117 | +0.95% | |
| Ifp Advisors, Inc | 0.00% | 2,586 | $125,524 | $127,154 | +$1,630 | +1.30% | |
| Harbour Investments, Inc. | 0.00% | 2,021 | $98,099 | $99,373 | +$1,274 | +1.30% | |
| Glass Jacobson Investment Advisors Llc | 0.03% | 1,850 | $89,795 | $90,965 | +$1,170 | +1.30% | |
| Fmr Llc | 0.00% | 1,765 | $85,684 | $86,785 | +$1,101 | +1.29% | |
| Financial Management Professionals, Inc. | 0.01% | 1,493 | $72,872 | $73,411 | +$539 | +0.74% |
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.