FDRR Institutional Ownership & Shareholders
FIDELITY DIV ETF RISE RATES (FDRR) is currently held by 109 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $257.21M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Ameritas Advisory Services, Llc is currently the largest disclosed institutional shareholder of FDRR tracked by InsiderSet, reporting ownership valued at approximately $70.89M 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 $74.76M, representing an estimated gain of +5.46% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed FDRR value among the investors covered in this analysis. Major shareholders include Ameritas Advisory Services, Llc, Lpl Financial Llc, Ep Wealth Advisors, Llc, and several other long-term asset managers with concentrated positions in FIDELITY DIV ETF RISE RATES (FDRR).
This page ranks the largest institutional FDRR 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
109
Total Reported Value
$257.21M
Largest Holder
Ameritas Advisory Services, Llc
Largest Position
$70.89M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
110
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ameritas Advisory Services, Llc | 1.43% | 1,092,623 | $70,889,363 | $74,757,266 | +$3,867,903 | +5.46% | |
| Lpl Financial Llc | 0.00% | 287,988 | $18,684,651 | $19,704,139 | +$1,019,488 | +5.46% | |
| Ep Wealth Advisors, Llc | 0.07% | 278,867 | $18,092,905 | $19,080,080 | +$987,175 | +5.46% | |
| Bank Of America Corp | 0.00% | 235,076 | $15,251,726 | $16,083,900 | +$832,174 | +5.46% | |
| Commonwealth Equity Services, Llc | 0.01% | 137,921 | $9,404,867 | $9,436,555 | +$31,688 | +0.34% | |
| Charter Capital Management, Llc\De | 4.16% | 134,382 | $9,163,495 | $9,194,416 | +$30,921 | +0.34% | |
| Envestnet Asset Management Inc | 0.00% | 130,209 | $8,447,954 | $8,908,900 | +$460,946 | +5.46% | |
| Osaic Holdings, Inc. | 0.01% | 118,097 | $7,664,294 | $8,080,197 | +$415,903 | +5.43% | |
| Cwm, Llc | 0.02% | 119,354 | $7,018,397 | $8,166,201 | +$1,147,804 | +16.35% | |
| Cetera Investment Advisers | 0.01% | 107,187 | $6,954,262 | $7,333,735 | +$379,473 | +5.46% | |
| Geneva Partners, Llc | 1.80% | 88,371 | $6,026,051 | $6,046,344 | +$20,293 | +0.34% | |
| Newedge Advisors, Llc | 0.02% | 88,964 | $5,771,981 | $6,086,917 | +$314,936 | +5.46% | |
| Fmr Llc | 0.00% | 87,200 | $5,657,514 | $5,966,224 | +$308,710 | +5.46% | |
| Kestra Advisory Services, Llc | 0.01% | 74,926 | $5,109,175 | $5,126,437 | +$17,262 | +0.34% | |
| Morgan Stanley | 0.00% | 72,917 | $4,730,920 | $4,988,981 | +$258,061 | +5.45% | |
| Ubs Group Ag | 0.00% | 63,146 | $4,096,912 | $4,320,449 | +$223,537 | +5.46% | |
| Jpmorgan Chase & Co | 0.00% | 58,213 | $3,776,909 | $3,982,933 | +$206,024 | +5.45% | |
| Sugar Maple Asset Management, Llc | 2.07% | 53,130 | $3,622,962 | $3,635,155 | +$12,193 | +0.34% | |
| Midwest Financial Network, Llc | 2.36% | 50,907 | $3,471,360 | $3,483,057 | +$11,697 | +0.34% | |
| Raymond James Financial Inc | 0.00% | 47,062 | $3,053,384 | $3,219,982 | +$166,598 | +5.46% | |
| Citadel Advisors Llc | 0.00% | 42,450 | $2,754,156 | $2,904,429 | +$150,273 | +5.46% | |
| Creative Financial Designs Inc | 0.12% | 38,607 | $2,504,810 | $2,641,491 | +$136,681 | +5.46% | |
| Lido Advisors, Llc | 0.01% | 28,737 | $1,864,481 | $1,966,186 | +$101,705 | +5.45% | |
| Pfg Advisors | 0.09% | 25,423 | $1,733,628 | $1,739,442 | +$5,814 | +0.34% | |
| Mml Investors Services, Llc | 0.00% | 25,383 | $1,646,823 | $1,736,705 | +$89,882 | +5.46% | |
| &Partners | 0.01% | 25,275 | $1,618,968 | $1,729,316 | +$110,348 | +6.82% | |
| Goldman Sachs Group Inc | 0.00% | 22,683 | $1,471,673 | $1,551,971 | +$80,298 | +5.46% | |
| Jane Street Group, Llc | 0.00% | 21,140 | $1,371,563 | $1,446,399 | +$74,836 | +5.46% | |
| Arax Advisory Partners | 0.01% | 19,723 | $1,279,625 | $1,349,448 | +$69,823 | +5.46% | |
| Stonebridge Financial Planning Group, Llc | 0.36% | 17,533 | $1,137,509 | $1,199,608 | +$62,099 | +5.46% | |
| Flagship Wealth Advisors, Llc | 0.24% | 16,267 | $1,055,387 | $1,112,988 | +$57,601 | +5.46% | |
| Gladstone Institutional Advisory Llc | 0.03% | 14,802 | $960,358 | $1,012,753 | +$52,395 | +5.46% | |
| Integrated Advisors Network Llc | 0.04% | 12,850 | $876,242 | $879,197 | +$2,955 | +0.34% | |
| Moneco Advisors, Llc | 0.05% | 13,000 | $843,440 | $889,460 | +$46,020 | +5.46% | |
| Creative Planning | 0.00% | 12,255 | $835,682 | $838,487 | +$2,805 | +0.34% | |
| Jaffetilchin Investment Partners, Llc | 0.04% | 12,204 | $791,784 | $834,998 | +$43,214 | +5.46% | |
| Landaas & Co | 0.12% | 11,008 | $750,636 | $753,167 | +$2,531 | +0.34% | |
| Sunbelt Securities, Inc. | 0.05% | 12,501 | $735,128 | $855,318 | +$120,190 | +16.35% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 10,255 | $710,678 | $701,647 | -$9,031 | -1.27% | |
| Herold Advisors, Inc. | 0.14% | 10,270 | $700,311 | $702,673 | +$2,362 | +0.34% | |
| Brown, Lisle/Cummings, Inc. | 0.15% | 10,150 | $692,129 | $694,463 | +$2,334 | +0.34% | |
| Susquehanna International Group, Llp | 0.00% | 10,140 | $657,883 | $693,779 | +$35,896 | +5.46% | |
| Principal Securities, Inc. | 0.01% | 10,055 | $652,368 | $687,963 | +$35,595 | +5.46% | |
| Integrated Wealth Concepts Llc | 0.00% | 9,538 | $618,822 | $652,590 | +$33,768 | +5.46% | |
| Cdm Financial Counseling Services, Inc. | 0.45% | 7,850 | $535,292 | $537,097 | +$1,805 | +0.34% | |
| Farther Finance Advisors, Llc | 0.00% | 7,572 | $516,330 | $518,076 | +$1,746 | +0.34% | |
| Beck Bode, Llc | 0.08% | 7,789 | $505,350 | $532,923 | +$27,573 | +5.46% | |
| Arkadios Wealth Advisors | 0.01% | 7,778 | $504,619 | $532,171 | +$27,552 | +5.46% | |
| Mutual Advisors, Llc | 0.01% | 7,703 | $499,754 | $527,039 | +$27,285 | +5.46% | |
| Equitable Holdings, Inc. | 0.00% | 7,483 | $485,524 | $511,987 | +$26,463 | +5.45% |
Frequently asked questions about FDRR
Who are the largest institutional holders of FDRR?
The largest institutional holders of FDRR reported in the latest SEC Form 13F filings include Ameritas Advisory Services, Llc, Lpl Financial Llc, Ep Wealth Advisors, Llc, Bank Of America Corp, and Commonwealth Equity Services, Llc. InsiderSet ranks institutional holders by their latest reported FDRR position.
What is FDRR institutional ownership?
This page tracks FDRR positions reported by institutional investment managers through SEC Form 13F. FIDELITY DIV ETF RISE RATES (FDRR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FDRR?
InsiderSet currently tracks 109 institutional managers reporting FDRR 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 FDRR shareholders.
How much FDRR stock do institutions own?
Institutional investment managers disclosed approximately $257.21M in FDRR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FDRR institutional ownership last updated?
The latest FDRR 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 FDRR 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 FDRR position after the reporting date.
Are institutions buying or selling FDRR?
Institutional buying and selling can be analyzed by comparing FDRR positions across consecutive 13F reporting periods. InsiderSet's FDRR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FDRR ownership changes.
How has FDRR institutional ownership changed over time?
InsiderSet tracks FDRR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.