FIDELITY DIV ETF RISE RATES (FDRR) Institutional Shareholders
FIDELITY DIV ETF RISE RATES (FDRR) 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 $252.95M in FDRR holdings during the latest filing period.
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 $76.50M, representing an estimated gain of +7.92% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% 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
113
Total Reported Value
$252.95M
Largest Holder
Ameritas Advisory Services, Llc
Largest Position
$70.89M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
129
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 | $76,504,042 | +$5,614,679 | +7.92% | |
| Lpl Financial Llc | 0.00% | 287,988 | $18,684,651 | $20,164,545 | +$1,479,894 | +7.92% | |
| Ep Wealth Advisors, Llc | 0.07% | 278,867 | $18,092,905 | $19,525,905 | +$1,433,000 | +7.92% | |
| Bank Of America Corp | 0.00% | 235,076 | $15,251,726 | $16,459,716 | +$1,207,990 | +7.92% | |
| Commonwealth Equity Services, Llc | 0.01% | 145,145 | $9,417,015 | $10,162,864 | +$745,849 | +7.92% | |
| Charter Capital Management, Llc\De | 3.85% | 134,216 | $8,707,929 | $9,397,630 | +$689,701 | +7.92% | |
| Envestnet Asset Management Inc | 0.00% | 130,209 | $8,447,954 | $9,117,065 | +$669,111 | +7.92% | |
| Osaic Holdings, Inc. | 0.01% | 118,097 | $7,664,294 | $8,268,998 | +$604,704 | +7.89% | |
| Cwm, Llc | 0.02% | 119,354 | $7,018,397 | $8,357,012 | +$1,338,615 | +19.07% | |
| Cetera Investment Advisers | 0.01% | 107,187 | $6,954,262 | $7,505,094 | +$550,832 | +7.92% | |
| Newedge Advisors, Llc | 0.02% | 88,964 | $5,771,981 | $6,229,144 | +$457,163 | +7.92% | |
| Fmr Llc | 0.00% | 87,200 | $5,657,514 | $6,105,631 | +$448,117 | +7.92% | |
| Geneva Partners, Llc | 1.43% | 82,906 | $5,378,933 | $5,804,970 | +$426,037 | +7.92% | |
| Morgan Stanley | 0.00% | 72,917 | $4,730,920 | $5,105,554 | +$374,634 | +7.92% | |
| Ubs Group Ag | 0.00% | 63,146 | $4,096,912 | $4,421,401 | +$324,489 | +7.92% | |
| Jpmorgan Chase & Co | 0.00% | 58,213 | $3,776,909 | $4,075,999 | +$299,090 | +7.92% | |
| Kestra Advisory Services, Llc | 0.01% | 53,875 | $3,495,438 | $3,772,257 | +$276,819 | +7.92% | |
| Sugar Maple Asset Management, Llc | 2.16% | 51,720 | $3,355,574 | $3,621,367 | +$265,793 | +7.92% | |
| Raymond James Financial Inc | 0.00% | 47,062 | $3,053,384 | $3,295,220 | +$241,836 | +7.92% | |
| Citadel Advisors Llc | 0.00% | 42,450 | $2,754,156 | $2,972,294 | +$218,138 | +7.92% | |
| Creative Financial Designs Inc | 0.12% | 38,607 | $2,504,810 | $2,703,212 | +$198,402 | +7.92% | |
| Lido Advisors, Llc | 0.01% | 28,737 | $1,864,481 | $2,012,127 | +$147,646 | +7.92% | |
| Mml Investors Services, Llc | 0.00% | 25,383 | $1,646,823 | $1,777,285 | +$130,462 | +7.92% | |
| &Partners | 0.01% | 25,275 | $1,618,968 | $1,769,723 | +$150,755 | +9.31% | |
| Pfg Advisors | 0.08% | 24,337 | $1,578,961 | $1,704,045 | +$125,084 | +7.92% | |
| Goldman Sachs Group Inc | 0.00% | 22,683 | $1,471,673 | $1,588,234 | +$116,561 | +7.92% | |
| Jane Street Group, Llc | 0.00% | 21,140 | $1,371,563 | $1,480,195 | +$108,632 | +7.92% | |
| Midwest Financial Network, Llc | 0.90% | 20,374 | $1,322,611 | $1,426,561 | +$103,950 | +7.86% | |
| Arax Advisory Partners | 0.01% | 19,723 | $1,279,625 | $1,380,979 | +$101,354 | +7.92% | |
| Stonebridge Financial Planning Group, Llc | 0.36% | 17,533 | $1,137,509 | $1,227,638 | +$90,129 | +7.92% | |
| Flagship Wealth Advisors, Llc | 0.24% | 16,267 | $1,055,387 | $1,138,994 | +$83,607 | +7.92% | |
| Gladstone Institutional Advisory Llc | 0.03% | 14,802 | $960,358 | $1,036,417 | +$76,059 | +7.92% | |
| Rcs Financial Planning, Llc | 0.42% | 13,637 | $884,769 | $954,845 | +$70,076 | +7.92% | |
| Integrated Advisors Network Llc | 0.04% | 13,150 | $853,172 | $920,746 | +$67,574 | +7.92% | |
| Moneco Advisors, Llc | 0.05% | 13,000 | $843,440 | $910,243 | +$66,803 | +7.92% | |
| Sunbelt Securities, Inc. | 0.05% | 12,501 | $735,128 | $875,304 | +$140,176 | +19.07% | |
| Herold Advisors, Inc. | 0.14% | 11,070 | $718,000 | $775,107 | +$57,107 | +7.95% | |
| Jaffetilchin Investment Partners, Llc | 0.04% | 12,088 | $710,831 | $846,386 | +$135,555 | +19.07% | |
| Brown, Lisle/Cummings, Inc. | 0.15% | 10,350 | $671,508 | $724,694 | +$53,186 | +7.92% | |
| Susquehanna International Group, Llp | 0.00% | 10,140 | $657,883 | $709,990 | +$52,107 | +7.92% | |
| Principal Securities, Inc. | 0.01% | 10,055 | $652,368 | $704,038 | +$51,670 | +7.92% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 9,590 | $641,855 | $671,479 | +$29,624 | +4.62% | |
| Integrated Wealth Concepts Llc | 0.00% | 9,538 | $618,822 | $667,838 | +$49,016 | +7.92% | |
| Park Avenue Securities Llc | 0.00% | 9,139 | $593,000 | $639,901 | +$46,901 | +7.91% | |
| Landaas & Co | 0.10% | 8,151 | $528,837 | $570,722 | +$41,885 | +7.92% | |
| Fifth Third Securities, Inc. | 0.03% | 8,044 | $521,895 | $563,230 | +$41,335 | +7.92% | |
| Cdm Financial Counseling Services, Inc. | 0.44% | 7,850 | $509,308 | $549,647 | +$40,339 | +7.92% | |
| Beck Bode, Llc | 0.08% | 7,789 | $505,350 | $545,376 | +$40,026 | +7.92% | |
| Arkadios Wealth Advisors | 0.01% | 7,778 | $504,619 | $544,605 | +$39,986 | +7.92% | |
| Mutual Advisors, Llc | 0.01% | 7,703 | $499,754 | $539,354 | +$39,600 | +7.92% |
Frequently asked questions about FDRR
Who owns the most FDRR stock?
The largest holders of FDRR 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 DIV ETF RISE RATES (FDRR).
Is FDRR widely held by superinvestors?
Many widely followed stocks like FDRR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FDRR 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.