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 $196.89M 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 $42.19M 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 $48.64M, representing an estimated gain of +15.30% 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
111
Total Reported Value
$196.89M
Largest Holder
Ameritas Advisory Services, Llc
Largest Position
$42.19M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
123
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 | 1.64% | 717,397 | $42,185,402 | $48,639,517 | +$6,454,115 | +15.30% | |
| Lpl Financial Llc | 0.00% | 310,464 | $18,256,351 | $21,049,459 | +$2,793,108 | +15.30% | |
| Ep Wealth Advisors, Llc | 0.09% | 301,680 | $17,739,798 | $20,453,904 | +$2,714,106 | +15.30% | |
| Bank Of America Corp | 0.00% | 245,919 | $14,460,757 | $16,673,308 | +$2,212,551 | +15.30% | |
| Commonwealth Equity Services, Llc | 0.01% | 145,145 | $9,417,015 | $9,840,831 | +$423,816 | +4.50% | |
| Charter Capital Management, Llc\De | 3.85% | 134,216 | $8,707,929 | $9,099,845 | +$391,916 | +4.50% | |
| Cwm, Llc | 0.02% | 119,354 | $7,018,397 | $8,092,201 | +$1,073,804 | +15.30% | |
| Envestnet Asset Management Inc | 0.00% | 103,928 | $6,111,293 | $7,046,318 | +$935,025 | +15.30% | |
| Geneva Partners, Llc | 2.37% | 83,902 | $4,933,715 | $5,688,556 | +$754,841 | +15.30% | |
| Osaic Holdings, Inc. | 0.01% | 81,679 | $4,803,336 | $5,537,836 | +$734,500 | +15.29% | |
| Fmr Llc | 0.00% | 78,497 | $4,615,895 | $5,322,097 | +$706,202 | +15.30% | |
| Cetera Investment Advisers | 0.00% | 76,802 | $4,516,192 | $5,207,176 | +$690,984 | +15.30% | |
| Morgan Stanley | 0.00% | 73,426 | $4,317,751 | $4,978,283 | +$660,532 | +15.30% | |
| Ubs Group Ag | 0.00% | 63,621 | $3,741,106 | $4,313,504 | +$572,398 | +15.30% | |
| Kestra Advisory Services, Llc | 0.01% | 53,875 | $3,495,438 | $3,652,725 | +$157,287 | +4.50% | |
| Sugar Maple Asset Management, Llc | 2.16% | 51,720 | $3,355,574 | $3,506,616 | +$151,042 | +4.50% | |
| Raymond James Financial Inc | 0.00% | 43,666 | $2,567,693 | $2,960,555 | +$392,862 | +15.30% | |
| Creative Financial Designs Inc | 0.12% | 38,607 | $2,504,810 | $2,617,555 | +$112,745 | +4.50% | |
| Citadel Advisors Llc | 0.00% | 32,184 | $1,892,529 | $2,182,075 | +$289,546 | +15.30% | |
| Lido Advisors, Llc | 0.01% | 29,765 | $1,750,286 | $2,018,067 | +$267,781 | +15.30% | |
| Pfg Advisors | 0.08% | 24,337 | $1,578,961 | $1,650,049 | +$71,088 | +4.50% | |
| &Partners | 0.01% | 24,617 | $1,426,378 | $1,669,033 | +$242,655 | +17.01% | |
| Midwest Financial Network, Llc | 0.90% | 20,374 | $1,322,611 | $1,381,357 | +$58,746 | +4.44% | |
| Mml Investors Services, Llc | 0.00% | 22,189 | $1,304,787 | $1,504,414 | +$199,627 | +15.30% | |
| Stonebridge Financial Planning Group, Llc | 0.36% | 17,533 | $1,137,509 | $1,188,737 | +$51,228 | +4.50% | |
| Flagship Wealth Advisors, Llc | 0.24% | 16,267 | $1,055,387 | $1,102,903 | +$47,516 | +4.50% | |
| Jane Street Group, Llc | 0.00% | 16,871 | $992,072 | $1,143,854 | +$151,782 | +15.30% | |
| Gladstone Institutional Advisory Llc | 0.03% | 14,802 | $960,358 | $1,003,576 | +$43,218 | +4.50% | |
| Rcs Financial Planning, Llc | 0.42% | 13,637 | $884,769 | $924,589 | +$39,820 | +4.50% | |
| Integrated Advisors Network Llc | 0.04% | 13,150 | $773,265 | $891,570 | +$118,305 | +15.30% | |
| Sunbelt Securities, Inc. | 0.05% | 12,501 | $735,128 | $847,568 | +$112,440 | +15.30% | |
| Herold Advisors, Inc. | 0.14% | 11,070 | $718,000 | $750,546 | +$32,546 | +4.53% | |
| Jaffetilchin Investment Partners, Llc | 0.04% | 12,088 | $710,831 | $819,566 | +$108,735 | +15.30% | |
| Creative Planning | 0.00% | 11,272 | $662,812 | $764,242 | +$101,430 | +15.30% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 9,590 | $641,855 | $650,202 | +$8,347 | +1.30% | |
| Brown, Lisle/Cummings, Inc. | 0.16% | 10,750 | $632,137 | $728,850 | +$96,713 | +15.30% | |
| Principal Securities, Inc. | 0.01% | 9,967 | $586,093 | $675,763 | +$89,670 | +15.30% | |
| Pks Advisory Services, Llc | 0.13% | 9,526 | $560,164 | $645,863 | +$85,699 | +15.30% | |
| Integrated Wealth Concepts Llc | 0.00% | 9,310 | $547,451 | $631,218 | +$83,767 | +15.30% | |
| Landaas & Co | 0.10% | 8,151 | $528,837 | $552,638 | +$23,801 | +4.50% | |
| Fifth Third Securities, Inc. | 0.03% | 8,044 | $521,895 | $545,383 | +$23,488 | +4.50% | |
| Cdm Financial Counseling Services, Inc. | 0.44% | 7,850 | $509,308 | $532,230 | +$22,922 | +4.50% | |
| Farther Finance Advisors, Llc | 0.00% | 7,570 | $491,111 | $513,246 | +$22,135 | +4.51% | |
| J.W. Cole Advisors, Inc. | 0.01% | 7,439 | $482,660 | $504,364 | +$21,704 | +4.50% | |
| Mutual Advisors, Llc | 0.01% | 7,779 | $457,429 | $527,416 | +$69,987 | +15.30% | |
| Arkadios Wealth Advisors | 0.01% | 7,737 | $454,961 | $524,569 | +$69,608 | +15.30% | |
| Beck Bode, Llc | 0.08% | 7,724 | $454,197 | $523,687 | +$69,490 | +15.30% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 7,411 | $435,792 | $502,466 | +$66,674 | +15.30% | |
| Axxcess Wealth Management, Llc | 0.01% | 6,336 | $411,080 | $429,581 | +$18,501 | +4.50% | |
| Mercer Global Advisors Inc | 0.00% | 6,843 | $402,371 | $463,955 | +$61,584 | +15.31% |
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.