FDIF Institutional Ownership & Shareholders
FIDELITY DISRUPTORS ETF (FDIF) is currently held by 20 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $14.43M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Sfmg, Llc is currently the largest disclosed institutional shareholder of FDIF tracked by InsiderSet, reporting ownership valued at approximately $10.29M 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 $10.07M, representing an estimated loss of -2.13% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 96% of the total disclosed FDIF value among the investors covered in this analysis. Major shareholders include Sfmg, Llc, Commonwealth Equity Services, Llc, Osaic Holdings, Inc., and several other long-term asset managers with concentrated positions in FIDELITY DISRUPTORS ETF (FDIF).
This page ranks the largest institutional FDIF 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
20
Total Reported Value
$14.43M
Largest Holder
Sfmg, Llc
Largest Position
$10.29M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
25
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sfmg, Llc | 0.63% | 254,195 | $10,288,434 | $10,069,655 | -$218,779 | -2.13% | |
| Commonwealth Equity Services, Llc | 0.00% | 16,188 | $675,250 | $641,270 | -$33,980 | -5.03% | |
| Osaic Holdings, Inc. | 0.00% | 13,430 | $543,793 | $532,015 | -$11,778 | -2.17% | |
| Mfa Wealth Services | 0.30% | 12,229 | $510,136 | $484,438 | -$25,698 | -5.04% | |
| Kovack Advisors, Inc. | 0.02% | 11,250 | $455,716 | $445,656 | -$10,060 | -2.21% | |
| Citadel Advisors Llc | 0.00% | 10,568 | $427,736 | $418,640 | -$9,096 | -2.13% | |
| Sequoia Financial Advisors | 0.00% | 8,426 | $341,044 | $333,787 | -$7,257 | -2.13% | |
| Raymond James Financial Inc | 0.00% | 6,275 | $253,978 | $248,577 | -$5,401 | -2.13% | |
| Jane Street Group, Llc | 0.00% | 5,529 | $223,784 | $219,025 | -$4,759 | -2.13% | |
| Parallel Advisors, Llc | 0.00% | 4,626 | $187,242 | $183,254 | -$3,988 | -2.13% | |
| Farther Finance Advisors, Llc | 0.00% | 4,391 | $183,148 | $173,945 | -$9,203 | -5.03% | |
| Fmr Llc | 0.00% | 2,421 | $97,979 | $95,905 | -$2,074 | -2.12% | |
| Bank Of Montreal | 0.00% | 2,199 | $89,004 | $87,111 | -$1,893 | -2.13% | |
| Tounjian Advisory Partners, Llc | 0.02% | 1,347 | $54,512 | $53,360 | -$1,152 | -2.11% | |
| Godfrey Financial Associates, Inc. | 0.03% | 1,000 | $40,475 | $39,614 | -$861 | -2.13% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 901 | $36,467 | $35,692 | -$775 | -2.12% | |
| Winch Advisory Services, Llc | 0.00% | 308 | $12,466 | $12,201 | -$265 | -2.13% | |
| Larson Financial Group Llc | 0.00% | 232 | $9,396 | $9,190 | -$206 | -2.19% | |
| Lri Investments, Llc | 0.00% | 56 | $2,267 | $2,218 | -$49 | -2.14% | |
| Blue Trust, Inc. | 0.00% | 7 | $278 | $277 | -$1 | -0.25% |
Frequently asked questions about FDIF
Who are the largest institutional holders of FDIF?
The largest institutional holders of FDIF reported in the latest SEC Form 13F filings include Sfmg, Llc, Commonwealth Equity Services, Llc, Osaic Holdings, Inc., Mfa Wealth Services, and Kovack Advisors, Inc.. InsiderSet ranks institutional holders by their latest reported FDIF position.
What is FDIF institutional ownership?
This page tracks FDIF positions reported by institutional investment managers through SEC Form 13F. FIDELITY DISRUPTORS ETF (FDIF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FDIF?
InsiderSet currently tracks 20 institutional managers reporting FDIF 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 FDIF shareholders.
How much FDIF stock do institutions own?
Institutional investment managers disclosed approximately $14.43M in FDIF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FDIF institutional ownership last updated?
The latest FDIF 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 FDIF 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 FDIF position after the reporting date.
Are institutions buying or selling FDIF?
Institutional buying and selling can be analyzed by comparing FDIF positions across consecutive 13F reporting periods. InsiderSet's FDIF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FDIF ownership changes.
How has FDIF institutional ownership changed over time?
InsiderSet tracks FDIF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.