FIDELITY MOMENTUM FACTOR ETF (FDMO) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $697.32M 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 $269.20M 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 $256.89M, representing an estimated loss of -4.58% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed FDMO value among the investors covered in this analysis. Major shareholders include Fmr Llc, Envestnet Asset Management Inc, Raymond James Financial Inc, 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
115
Total Reported Value
$697.32M
Largest Holder
Fmr Llc
Largest Position
$269.20M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
125
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% | 2,731,087 | $269,203,249 | $256,886,043 | -$12,317,206 | -4.58% | |
| Envestnet Asset Management Inc | 0.03% | 1,463,420 | $144,249,318 | $137,649,285 | -$6,600,033 | -4.58% | |
| Raymond James Financial Inc | 0.01% | 263,839 | $26,006,610 | $24,816,696 | -$1,189,914 | -4.58% | |
| Kestra Advisory Services, Llc | 0.07% | 224,914 | $22,169,773 | $21,155,411 | -$1,014,362 | -4.58% | |
| Cetera Investment Advisers | 0.02% | 218,910 | $21,577,953 | $20,590,675 | -$987,278 | -4.58% | |
| Lpl Financial Llc | 0.00% | 175,534 | $17,302,372 | $16,510,728 | -$791,644 | -4.58% | |
| Marks Group Wealth Management, Inc | 1.48% | 172,437 | $16,997,115 | $16,219,424 | -$777,691 | -4.58% | |
| Portfolio Strategies, Inc. | 1.45% | 150,137 | $14,798,976 | $14,121,886 | -$677,090 | -4.58% | |
| Great Lakes Retirement, Inc. | 1.20% | 137,003 | $13,504,432 | $12,886,502 | -$617,930 | -4.58% | |
| Elevation Capital Advisory, Llc | 4.85% | 127,358 | $12,553,679 | $11,979,293 | -$574,386 | -4.58% | |
| Morgan Stanley | 0.00% | 106,450 | $10,492,818 | $10,012,687 | -$480,131 | -4.58% | |
| Mosley Wealth Management | 2.73% | 87,063 | $8,581,819 | $8,189,146 | -$392,673 | -4.58% | |
| First Heartland Consultants, Inc. | 0.54% | 83,981 | $8,278,007 | $7,899,253 | -$378,754 | -4.58% | |
| Jpmorgan Chase & Co | 0.00% | 83,654 | $8,156,359 | $7,868,495 | -$287,864 | -3.53% | |
| Commonwealth Equity Services, Llc | 0.01% | 72,098 | $7,106,690 | $6,781,538 | -$325,152 | -4.58% | |
| Kestra Private Wealth Services, Llc | 0.07% | 68,792 | $6,780,782 | $6,470,576 | -$310,206 | -4.57% | |
| Goldman Sachs Group Inc | 0.00% | 62,971 | $6,207,051 | $5,923,052 | -$283,999 | -4.58% | |
| Cerity Partners Llc | 0.01% | 54,666 | $5,388,400 | $5,141,884 | -$246,516 | -4.57% | |
| Advisortrust Partners, Llc | 1.75% | 51,975 | $5,123,176 | $4,888,769 | -$234,408 | -4.58% | |
| Osaic Holdings, Inc. | 0.01% | 49,900 | $4,919,546 | $4,693,594 | -$225,952 | -4.59% | |
| Two Sigma Investments, Lp | 0.00% | 45,700 | $4,504,649 | $4,298,542 | -$206,107 | -4.58% | |
| Strategic Blueprint, Llc | 0.22% | 44,403 | $4,376,759 | $4,176,546 | -$200,213 | -4.57% | |
| Nova Wealth Management, Inc. | 2.12% | 39,016 | $3,845,824 | $3,669,845 | -$175,979 | -4.58% | |
| Newedge Advisors, Llc | 0.01% | 32,285 | $3,182,333 | $3,036,727 | -$145,606 | -4.58% | |
| Rockefeller Capital Management L.P. | 0.00% | 31,925 | $3,147,027 | $3,002,866 | -$144,162 | -4.58% | |
| Susquehanna International Group, Llp | 0.00% | 31,126 | $3,068,090 | $2,927,712 | -$140,378 | -4.58% | |
| Atria Investments, Inc | 0.03% | 29,071 | $2,865,511 | $2,734,418 | -$131,093 | -4.57% | |
| Principal Securities, Inc. | 0.03% | 27,879 | $2,748,040 | $2,622,299 | -$125,741 | -4.58% | |
| Bank Of America Corp | 0.00% | 24,606 | $2,425,413 | $2,314,440 | -$110,973 | -4.58% | |
| Envestnet Portfolio Solutions, Inc. | 0.01% | 23,532 | $2,319,520 | $2,213,420 | -$106,100 | -4.57% | |
| Rehmann Capital Advisory Group | 0.08% | 17,154 | $1,690,884 | $1,613,505 | -$77,379 | -4.58% | |
| &Partners | 0.01% | 17,412 | $1,659,945 | $1,637,773 | -$22,172 | -1.34% | |
| Silver Oak Securities, Incorporated | 0.10% | 15,909 | $1,568,167 | $1,496,401 | -$71,766 | -4.58% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 15,949 | $1,538,282 | $1,500,163 | -$38,119 | -2.48% | |
| Ameritas Advisory Services, Llc | 0.03% | 15,238 | $1,502,010 | $1,433,286 | -$68,724 | -4.58% | |
| Bryant Woods Investment Advisors, Llc | 0.33% | 11,942 | $1,177,064 | $1,123,265 | -$53,799 | -4.57% | |
| Citadel Advisors Llc | 0.00% | 11,840 | $1,167,069 | $1,113,670 | -$53,399 | -4.58% | |
| Farther Finance Advisors, Llc | 0.01% | 11,857 | $1,166,424 | $1,115,269 | -$51,155 | -4.39% | |
| Midwest Financial Network, Llc | 0.79% | 11,681 | $1,150,533 | $1,098,715 | -$51,818 | -4.50% | |
| Private Advisor Group, Llc | 0.01% | 11,375 | $1,121,204 | $1,069,933 | -$51,272 | -4.57% | |
| J.W. Cole Advisors, Inc. | 0.02% | 11,085 | $1,092,693 | $1,042,655 | -$50,038 | -4.58% | |
| Madison Wealth Partners, Inc | 0.14% | 10,787 | $1,063,277 | $1,014,625 | -$48,652 | -4.58% | |
| Cullen/Frost Bankers, Inc. | 0.01% | 10,254 | $1,010,744 | $964,491 | -$46,253 | -4.58% | |
| Calton & Associates, Inc. | 0.13% | 9,272 | $913,927 | $872,124 | -$41,803 | -4.57% | |
| Integrated Wealth Concepts Llc | 0.01% | 9,026 | $889,742 | $848,986 | -$40,756 | -4.58% | |
| Royal Bank Of Canada | 0.00% | 8,740 | $861,000 | $822,084 | -$38,916 | -4.52% | |
| Worth Asset Management, Llc | 0.26% | 8,303 | $818,381 | $780,980 | -$37,401 | -4.57% | |
| Equitable Holdings, Inc. | 0.00% | 8,227 | $810,975 | $773,832 | -$37,143 | -4.58% | |
| Rcs Financial Planning, Llc | 0.37% | 7,983 | $786,884 | $750,881 | -$36,003 | -4.58% | |
| Keystone Wealth Services, Llc | 0.14% | 7,460 | $735,332 | $701,688 | -$33,644 | -4.58% |
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.