FIDELITY MOMENTUM FACTOR ETF (FDMO) Top Institutional Shareholders
FIDELITY MOMENTUM FACTOR ETF (FDMO) 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 $526.00M in FDMO holdings during the latest filing period.
Fmr Llc is currently the largest disclosed institutional shareholder of FDMO tracked by InsiderSet, reporting ownership valued at approximately $244.78M 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 $294.34M, representing an estimated gain of +20.25% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 86% of the total disclosed FDMO value among the investors covered in this analysis. Major shareholders include Fmr Llc, Envestnet Asset Management Inc, Kestra Advisory Services, Llc, and several other long-term asset managers with concentrated positions in FIDELITY MOMENTUM FACTOR ETF (FDMO).
This page ranks the largest institutional FDMO 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
95
Total Reported Value
$526.00M
Largest Holder
Fmr Llc
Largest Position
$244.78M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
103
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fmr Llc | 0.01% | 3,055,906 | $244,778,083 | $294,340,893 | +$49,562,810 | +20.25% | |
| Envestnet Asset Management Inc | 0.03% | 1,414,833 | $113,328,113 | $136,274,875 | +$22,946,762 | +20.25% | |
| Kestra Advisory Services, Llc | 0.06% | 209,587 | $16,787,889 | $20,187,147 | +$3,399,258 | +20.25% | |
| Cetera Investment Advisers | 0.02% | 205,666 | $16,473,825 | $19,809,482 | +$3,335,657 | +20.25% | |
| Raymond James Financial Inc | 0.00% | 170,948 | $13,692,935 | $16,465,489 | +$2,772,554 | +20.25% | |
| Portfolio Strategies, Inc. | 1.49% | 151,115 | $12,112,327 | $14,555,200 | +$2,442,873 | +20.17% | |
| Lpl Financial Llc | 0.00% | 145,230 | $11,632,914 | $13,988,365 | +$2,355,451 | +20.25% | |
| Great Lakes Retirement, Inc. | 1.14% | 137,750 | $11,033,809 | $13,267,901 | +$2,234,092 | +20.25% | |
| First Heartland Consultants, Inc. | 0.57% | 93,114 | $7,458,431 | $8,968,619 | +$1,510,188 | +20.25% | |
| Commonwealth Equity Services, Llc | 0.01% | 87,191 | $6,984,018 | $8,398,124 | +$1,414,106 | +20.25% | |
| Marks Group Wealth Management, Inc | 0.66% | 85,120 | $6,818,112 | $8,198,648 | +$1,380,536 | +20.25% | |
| Kestra Private Wealth Services, Llc | 0.07% | 70,980 | $5,685,489 | $6,836,701 | +$1,151,212 | +20.25% | |
| Goldman Sachs Group Inc | 0.00% | 62,971 | $5,043,977 | $6,065,285 | +$1,021,308 | +20.25% | |
| Cerity Partners Llc | 0.01% | 57,042 | $4,569,022 | $5,494,211 | +$925,189 | +20.25% | |
| Royal Bank Of Canada | 0.00% | 43,528 | $3,486,000 | $4,192,560 | +$706,560 | +20.27% | |
| Rockefeller Capital Management L.P. | 0.01% | 43,138 | $3,455,421 | $4,154,996 | +$699,575 | +20.25% | |
| Atria Investments, Inc | 0.03% | 37,429 | $2,998,063 | $3,605,113 | +$607,050 | +20.25% | |
| Strategic Blueprint, Llc | 0.16% | 33,701 | $2,699,438 | $3,246,037 | +$546,599 | +20.25% | |
| Principal Securities, Inc. | 0.04% | 31,598 | $2,531,003 | $3,043,478 | +$512,475 | +20.25% | |
| Susquehanna International Group, Llp | 0.00% | 29,650 | $2,374,965 | $2,855,849 | +$480,884 | +20.25% | |
| Osaic Holdings, Inc. | 0.00% | 26,989 | $2,162,103 | $2,599,545 | +$437,442 | +20.23% | |
| Bank Of America Corp | 0.00% | 25,302 | $2,026,690 | $2,437,056 | +$410,366 | +20.25% | |
| Morgan Stanley | 0.00% | 25,147 | $2,014,369 | $2,422,126 | +$407,757 | +20.24% | |
| Envestnet Portfolio Solutions, Inc. | 0.01% | 22,616 | $1,811,561 | $2,178,344 | +$366,783 | +20.25% | |
| Rehmann Capital Advisory Group | 0.07% | 17,154 | $1,374,037 | $1,652,251 | +$278,214 | +20.25% | |
| &Partners | 0.01% | 16,828 | $1,313,477 | $1,620,851 | +$307,374 | +23.40% | |
| Jane Street Group, Llc | 0.00% | 16,078 | $1,287,848 | $1,548,612 | +$260,764 | +20.25% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 14,387 | $1,165,230 | $1,385,737 | +$220,507 | +18.92% | |
| Nova Wealth Management, Inc. | 0.74% | 14,248 | $1,141,265 | $1,372,349 | +$231,084 | +20.25% | |
| Ae Wealth Management Llc | 0.01% | 13,511 | $1,082,237 | $1,301,362 | +$219,125 | +20.25% | |
| Bryant Woods Investment Advisors, Llc | 0.35% | 11,929 | $955,550 | $1,148,986 | +$193,436 | +20.24% | |
| Two Sigma Investments, Lp | 0.00% | 10,900 | $873,090 | $1,049,874 | +$176,784 | +20.25% | |
| Cullen/Frost Bankers, Inc. | 0.01% | 10,344 | $828,565 | $996,321 | +$167,756 | +20.25% | |
| Farther Finance Advisors, Llc | 0.01% | 10,005 | $810,220 | $963,669 | +$153,449 | +18.94% | |
| Valmark Advisers, Inc. | 0.01% | 9,914 | $794,111 | $954,904 | +$160,793 | +20.25% | |
| Rcs Financial Planning, Llc | 0.37% | 8,890 | $712,089 | $856,273 | +$144,184 | +20.25% | |
| Integrated Wealth Concepts Llc | 0.01% | 8,161 | $653,691 | $786,057 | +$132,366 | +20.25% | |
| Keystone Wealth Services, Llc | 0.13% | 7,460 | $597,546 | $718,538 | +$120,992 | +20.25% | |
| Orgel Wealth Management, Llc | 0.01% | 7,448 | $596,585 | $717,382 | +$120,797 | +20.25% | |
| Sax Wealth Advisors, Llc | 0.03% | 6,811 | $571,852 | $656,027 | +$84,175 | +14.72% | |
| Mosley Wealth Management | 0.26% | 6,806 | $566,067 | $655,545 | +$89,478 | +15.81% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 7,049 | $564,624 | $678,951 | +$114,327 | +20.25% | |
| Stonehearth Capital Management, Llc | 0.22% | 6,980 | $559,098 | $672,305 | +$113,207 | +20.25% | |
| Equitable Holdings, Inc. | 0.00% | 6,637 | $557,243 | $639,267 | +$82,024 | +14.72% | |
| Inscription Capital, Llc | 0.06% | 6,610 | $529,438 | $636,667 | +$107,229 | +20.25% | |
| Calton & Associates, Inc. | 0.08% | 6,580 | $527,059 | $633,777 | +$106,718 | +20.25% | |
| Worth Asset Management, Llc | 0.19% | 6,441 | $515,893 | $620,389 | +$104,496 | +20.26% | |
| World Investment Advisors | 0.01% | 5,851 | $468,666 | $563,561 | +$94,895 | +20.25% | |
| Westbourne Investments, Inc. | 0.19% | 4,913 | $393,531 | $473,214 | +$79,683 | +20.25% | |
| Ascent Group, Llc | 0.01% | 4,730 | $378,873 | $455,587 | +$76,714 | +20.25% |
Frequently asked questions about FDMO
Who owns the most FDMO stock?
The largest holders of FDMO 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 MOMENTUM FACTOR ETF (FDMO).
Is FDMO widely held by superinvestors?
Many widely followed stocks like FDMO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FDMO 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.