FDHY Institutional Ownership & Shareholders
FIDELITY HI YIELD FACTOR ETF (FDHY) is currently held by 74 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $117.66M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of FDHY tracked by InsiderSet, reporting ownership valued at approximately $25.96M in its June 30, 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 $25.27M, representing an estimated loss of -2.65% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed FDHY value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Advisory Services Network, Llc, Bg Investment Services, 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
74
Total Reported Value
$117.66M
Largest Holder
Lpl Financial Llc
Largest Position
$25.96M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
92
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% | 529,381 | $25,955,570 | $25,267,355 | -$688,215 | -2.65% | |
| Advisory Services Network, Llc | 0.11% | 196,935 | $9,655,721 | $9,399,708 | -$256,013 | -2.65% | |
| Bg Investment Services, Llc | 1.14% | 161,941 | $7,690,118 | $7,729,444 | +$39,326 | +0.51% | |
| Geneva Partners, Llc | 2.09% | 147,412 | $7,002,074 | $7,035,975 | +$33,901 | +0.48% | |
| Moody National Bank Trust Division | 0.53% | 135,000 | $6,412,501 | $6,443,550 | +$31,049 | +0.48% | |
| Flavin Financial Services, Inc. | 3.08% | 119,926 | $5,696,501 | $5,724,068 | +$27,567 | +0.48% | |
| Raymond James Financial Inc | 0.00% | 92,635 | $4,541,894 | $4,421,469 | -$120,425 | -2.65% | |
| Axxcess Wealth Management, Llc | 0.14% | 69,794 | $3,315,215 | $3,331,268 | +$16,053 | +0.48% | |
| Kestra Advisory Services, Llc | 0.01% | 62,748 | $3,076,552 | $2,994,962 | -$81,590 | -2.65% | |
| Mutual Advisors, Llc | 0.06% | 61,714 | $3,025,849 | $2,945,609 | -$80,240 | -2.65% | |
| Omnistar Financial Group, Inc. | 1.31% | 63,512 | $3,016,816 | $3,031,428 | +$14,612 | +0.48% | |
| Morgan Stanley | 0.00% | 57,559 | $2,822,147 | $2,747,291 | -$74,856 | -2.65% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 53,351 | $2,546,440 | $2,546,443 | +$3 | +0.00% | |
| Advisory Resource Group | 0.35% | 51,203 | $2,432,121 | $2,443,919 | +$11,798 | +0.49% | |
| Osaic Holdings, Inc. | 0.00% | 47,941 | $2,352,133 | $2,288,224 | -$63,909 | -2.72% | |
| Commonwealth Equity Services, Llc | 0.00% | 46,621 | $2,285,820 | $2,225,220 | -$60,600 | -2.65% | |
| Jpmorgan Chase & Co | 0.00% | 39,925 | $1,955,956 | $1,905,620 | -$50,336 | -2.57% | |
| Great Lakes Retirement, Inc. | 0.14% | 33,555 | $1,602,340 | $1,601,580 | -$760 | -0.05% | |
| Cetera Investment Advisers | 0.00% | 30,540 | $1,497,388 | $1,457,674 | -$39,714 | -2.65% | |
| Breakwater Capital Group | 0.14% | 25,691 | $1,220,326 | $1,226,231 | +$5,905 | +0.48% | |
| Planwiser Financial, Llc | 0.79% | 23,155 | $1,135,290 | $1,105,188 | -$30,102 | -2.65% | |
| Envestnet Asset Management Inc | 0.00% | 20,926 | $1,026,005 | $998,798 | -$27,207 | -2.65% | |
| Townsend Financial Planning, Llc | 0.87% | 20,375 | $998,983 | $972,499 | -$26,484 | -2.65% | |
| Storgate, Llc | 0.20% | 19,582 | $960,105 | $934,649 | -$25,456 | -2.65% | |
| Mml Investors Services, Llc | 0.00% | 17,911 | $878,162 | $854,892 | -$23,270 | -2.65% | |
| Sigma Planning Corp | 0.02% | 18,002 | $855,088 | $859,235 | +$4,147 | +0.49% | |
| Captrust Financial Advisors | 0.00% | 15,457 | $757,857 | $737,763 | -$20,094 | -2.65% | |
| Jane Street Group, Llc | 0.00% | 14,363 | $704,218 | $685,546 | -$18,672 | -2.65% | |
| Kestra Private Wealth Services, Llc | 0.01% | 14,661 | $696,392 | $699,770 | +$3,378 | +0.49% | |
| Stonebridge Financial Planning Group, Llc | 0.21% | 13,431 | $658,546 | $641,062 | -$17,484 | -2.65% | |
| Prairie Wealth Advisors, Inc. | 0.14% | 0 | $641,084 | — | — | — | |
| Merit Financial Group, Llc | 0.00% | 12,447 | $610,270 | $594,095 | -$16,175 | -2.65% | |
| Cibc World Market Inc. | 0.00% | 12,000 | $588,360 | $572,760 | -$15,600 | -2.65% | |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | 0.05% | 9,246 | $453,319 | $441,312 | -$12,007 | -2.65% | |
| Jones Financial Companies Lllp | 0.00% | 8,797 | $433,340 | $419,881 | -$13,459 | -3.11% | |
| Foronjy Financial Llc | 0.15% | 8,920 | $423,705 | $425,752 | +$2,047 | +0.48% | |
| Nwf Advisory Services Inc. | 0.04% | 8,278 | $393,206 | $395,109 | +$1,903 | +0.48% | |
| Kuhn & Co Investment Counsel | 0.21% | 8,090 | $384,275 | $386,136 | +$1,861 | +0.48% | |
| Wealth Care Llc | 0.27% | 6,690 | $327,993 | $319,314 | -$8,679 | -2.65% | |
| Hb Wealth Management, Llc | 0.00% | 6,690 | $317,758 | $319,314 | +$1,556 | +0.49% | |
| Freestate Advisors Llc | 0.23% | 6,171 | $293,113 | $294,542 | +$1,429 | +0.49% | |
| Shared Vision Wealth Group Llc | 0.10% | 5,869 | $287,757 | $280,127 | -$7,630 | -2.65% | |
| Kintra Wealth, Llc | 0.01% | 5,479 | $269,310 | $261,513 | -$7,797 | -2.90% | |
| Janney Montgomery Scott Llc | 0.00% | 5,430 | $266,000 | $259,174 | -$6,826 | -2.57% | |
| Prepared Retirement Institute Llc | 0.11% | 5,078 | $248,976 | $242,373 | -$6,603 | -2.65% | |
| Symphony Financial, Ltd. Co. | 0.02% | 5,100 | $243,576 | $243,423 | -$153 | -0.06% | |
| J.W. Cole Advisors, Inc. | 0.00% | 4,957 | $243,059 | $236,598 | -$6,461 | -2.66% | |
| Citizens Financial Group Inc/Ri | 0.00% | 5,056 | $241,439 | $241,323 | -$116 | -0.05% | |
| Fmr Llc | 0.00% | 4,817 | $236,167 | $229,915 | -$6,252 | -2.65% | |
| Royal Bank Of Canada | 0.00% | 4,738 | $232,000 | $226,145 | -$5,855 | -2.52% |
Frequently asked questions about FDHY
Who are the largest institutional holders of FDHY?
The largest institutional holders of FDHY reported in the latest SEC Form 13F filings include Lpl Financial Llc, Advisory Services Network, Llc, Bg Investment Services, Llc, Geneva Partners, Llc, and Moody National Bank Trust Division. InsiderSet ranks institutional holders by their latest reported FDHY position.
What is FDHY institutional ownership?
This page tracks FDHY positions reported by institutional investment managers through SEC Form 13F. FIDELITY HI YIELD FACTOR ETF (FDHY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FDHY?
InsiderSet currently tracks 74 institutional managers reporting FDHY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FDHY shareholders.
How much FDHY stock do institutions own?
Institutional investment managers disclosed approximately $117.66M in FDHY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FDHY institutional ownership last updated?
The latest FDHY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FDHY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FDHY position after the reporting date.
Are institutions buying or selling FDHY?
Institutional buying and selling can be analyzed by comparing FDHY positions across consecutive 13F reporting periods. InsiderSet's FDHY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FDHY ownership changes.
How has FDHY institutional ownership changed over time?
InsiderSet tracks FDHY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.