FDMO Institutional Ownership & Shareholders
FIDELITY MOMENTUM FACTOR ETF (FDMO) is currently held by 120 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $677.73M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $245.50M, representing an estimated loss of -8.81% 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
120
Total Reported Value
$677.73M
Largest Holder
Fmr Llc
Largest Position
$269.20M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
135
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 | $245,497,410 | -$23,705,839 | -8.81% | |
| Envestnet Asset Management Inc | 0.03% | 1,463,420 | $144,249,318 | $131,546,824 | -$12,702,494 | -8.81% | |
| Raymond James Financial Inc | 0.01% | 263,839 | $26,006,610 | $23,716,488 | -$2,290,122 | -8.81% | |
| Cetera Investment Advisers | 0.02% | 218,910 | $21,577,953 | $19,677,820 | -$1,900,133 | -8.81% | |
| Lpl Financial Llc | 0.00% | 175,534 | $17,302,372 | $15,778,751 | -$1,523,621 | -8.81% | |
| Marks Group Wealth Management, Inc | 1.48% | 172,437 | $16,997,115 | $15,500,362 | -$1,496,753 | -8.81% | |
| Portfolio Strategies, Inc. | 1.45% | 150,137 | $14,798,976 | $13,495,815 | -$1,303,161 | -8.81% | |
| Great Lakes Retirement, Inc. | 1.12% | 134,356 | $12,763,835 | $12,077,261 | -$686,574 | -5.38% | |
| Morgan Stanley | 0.00% | 106,450 | $10,492,818 | $9,568,791 | -$924,028 | -8.81% | |
| B. Riley Wealth Advisors, Inc. | 0.34% | 90,813 | $8,627,223 | $8,163,181 | -$464,042 | -5.38% | |
| Mosley Wealth Management | 2.47% | 90,977 | $8,488,165 | $8,177,923 | -$310,242 | -3.66% | |
| Jpmorgan Chase & Co | 0.00% | 83,654 | $8,156,359 | $7,519,658 | -$636,701 | -7.81% | |
| Mgo One Seven Llc | 0.12% | 77,253 | $7,339,046 | $6,944,272 | -$394,774 | -5.38% | |
| Commonwealth Equity Services, Llc | 0.01% | 70,650 | $6,711,784 | $6,350,729 | -$361,056 | -5.38% | |
| Kestra Private Wealth Services, Llc | 0.07% | 67,963 | $6,456,438 | $6,109,194 | -$347,244 | -5.38% | |
| Goldman Sachs Group Inc | 0.00% | 62,971 | $6,207,051 | $5,660,463 | -$546,588 | -8.81% | |
| Cerity Partners Llc | 0.01% | 54,666 | $5,388,400 | $4,913,927 | -$474,473 | -8.81% | |
| Advisortrust Partners, Llc | 1.55% | 51,975 | $4,937,625 | $4,672,033 | -$265,592 | -5.38% | |
| Osaic Holdings, Inc. | 0.01% | 49,900 | $4,919,546 | $4,485,511 | -$434,035 | -8.82% | |
| Kestra Advisory Services, Llc | 0.01% | 49,024 | $4,657,259 | $4,406,767 | -$250,492 | -5.38% | |
| Strategic Blueprint, Llc | 0.23% | 48,483 | $4,605,932 | $4,358,137 | -$247,795 | -5.38% | |
| Two Sigma Investments, Lp | 0.00% | 45,700 | $4,504,649 | $4,107,973 | -$396,676 | -8.81% | |
| Nova Wealth Management, Inc. | 2.12% | 39,016 | $3,845,824 | $3,507,148 | -$338,676 | -8.81% | |
| Newedge Advisors, Llc | 0.01% | 32,285 | $3,182,333 | $2,902,099 | -$280,234 | -8.81% | |
| Rockefeller Capital Management L.P. | 0.00% | 31,925 | $3,147,027 | $2,869,738 | -$277,289 | -8.81% | |
| Susquehanna International Group, Llp | 0.00% | 31,126 | $3,068,090 | $2,797,916 | -$270,174 | -8.81% | |
| First Heartland Consultants, Inc. | 0.18% | 29,096 | $2,764,120 | $2,615,439 | -$148,681 | -5.38% | |
| Principal Securities, Inc. | 0.03% | 27,879 | $2,748,040 | $2,506,043 | -$241,997 | -8.81% | |
| Atria Investments, Inc | 0.03% | 28,736 | $2,729,903 | $2,583,079 | -$146,824 | -5.38% | |
| Midwest Financial Network, Llc | 1.83% | 28,278 | $2,686,419 | $2,541,909 | -$144,510 | -5.38% | |
| Bank Of America Corp | 0.00% | 24,606 | $2,425,413 | $2,211,833 | -$213,580 | -8.81% | |
| Envestnet Portfolio Solutions, Inc. | 0.01% | 23,532 | $2,319,520 | $2,115,291 | -$204,229 | -8.80% | |
| Rehmann Capital Advisory Group | 0.08% | 17,154 | $1,690,884 | $1,541,973 | -$148,911 | -8.81% | |
| &Partners | 0.01% | 17,412 | $1,659,945 | $1,565,165 | -$94,780 | -5.71% | |
| Silver Oak Securities, Incorporated | 0.10% | 15,909 | $1,568,167 | $1,430,060 | -$138,107 | -8.81% | |
| Ameritas Advisory Services, Llc | 0.03% | 15,238 | $1,502,010 | $1,369,744 | -$132,266 | -8.81% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 15,374 | $1,471,110 | $1,381,969 | -$89,141 | -6.06% | |
| Fifth Third Securities, Inc. | 0.07% | 13,621 | $1,293,995 | $1,224,392 | -$69,603 | -5.38% | |
| Worth Asset Management, Llc | 0.37% | 13,264 | $1,260,052 | $1,192,301 | -$67,751 | -5.38% | |
| Citadel Advisors Llc | 0.00% | 11,840 | $1,167,069 | $1,064,298 | -$102,771 | -8.81% | |
| Bryant Woods Investment Advisors, Llc | 0.32% | 11,955 | $1,135,725 | $1,074,635 | -$61,090 | -5.38% | |
| Private Advisor Group, Llc | 0.01% | 11,375 | $1,121,204 | $1,022,499 | -$98,705 | -8.80% | |
| J.W. Cole Advisors, Inc. | 0.02% | 11,085 | $1,092,693 | $996,431 | -$96,262 | -8.81% | |
| Cullen/Frost Bankers, Inc. | 0.01% | 11,256 | $1,069,290 | $1,011,802 | -$57,488 | -5.38% | |
| Madison Wealth Partners, Inc | 0.14% | 10,787 | $1,063,277 | $969,643 | -$93,634 | -8.81% | |
| Calton & Associates, Inc. | 0.13% | 9,272 | $913,927 | $833,460 | -$80,467 | -8.80% | |
| Integrated Wealth Concepts Llc | 0.01% | 9,026 | $889,742 | $811,347 | -$78,395 | -8.81% | |
| Royal Bank Of Canada | 0.00% | 8,740 | $861,000 | $785,639 | -$75,361 | -8.75% | |
| Equitable Holdings, Inc. | 0.00% | 8,227 | $810,975 | $739,525 | -$71,450 | -8.81% | |
| Keystone Wealth Services, Llc | 0.14% | 7,460 | $735,332 | $670,579 | -$64,753 | -8.81% |
Frequently asked questions about FDMO
Who are the largest institutional holders of FDMO?
The largest institutional holders of FDMO reported in the latest SEC Form 13F filings include Fmr Llc, Envestnet Asset Management Inc, Raymond James Financial Inc, Cetera Investment Advisers, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported FDMO position.
What is FDMO institutional ownership?
This page tracks FDMO positions reported by institutional investment managers through SEC Form 13F. FIDELITY MOMENTUM FACTOR ETF (FDMO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FDMO?
InsiderSet currently tracks 120 institutional managers reporting FDMO 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 FDMO shareholders.
How much FDMO stock do institutions own?
Institutional investment managers disclosed approximately $677.73M in FDMO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FDMO institutional ownership last updated?
The latest FDMO 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 FDMO 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 FDMO position after the reporting date.
Are institutions buying or selling FDMO?
Institutional buying and selling can be analyzed by comparing FDMO positions across consecutive 13F reporting periods. InsiderSet's FDMO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FDMO ownership changes.
How has FDMO institutional ownership changed over time?
InsiderSet tracks FDMO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.