FDVV Institutional Ownership & Shareholders
FIDELITY HIGH DIVIDEND ETF (FDVV) is currently held by 516 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $3.97B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of FDVV tracked by InsiderSet, reporting ownership valued at approximately $452.16M 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 $465.81M, representing an estimated gain of +3.02% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 46% of the total disclosed FDVV value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Commonwealth Equity Services, Llc, Retirement Planning Group, Llc, and several other long-term asset managers with concentrated positions in FIDELITY HIGH DIVIDEND ETF (FDVV).
This page ranks the largest institutional FDVV 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
516
Total Reported Value
$3.97B
Largest Holder
Lpl Financial Llc
Largest Position
$452.16M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
43
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.10% | 7,499,779 | $452,161,640 | $465,811,274 | +$13,649,634 | +3.02% | |
| Commonwealth Equity Services, Llc | 0.25% | 3,192,336 | $193,870,584 | $198,275,989 | +$4,405,405 | +2.27% | |
| Retirement Planning Group, Llc | 4.41% | 2,910,814 | $176,773,733 | $180,790,658 | +$4,016,925 | +2.27% | |
| Morgan Stanley | 0.01% | 2,713,339 | $163,587,281 | $168,525,485 | +$4,938,204 | +3.02% | |
| Envestnet Asset Management Inc | 0.04% | 2,581,834 | $155,658,769 | $160,357,710 | +$4,698,941 | +3.02% | |
| Bank Of America Corp | 0.01% | 2,541,625 | $153,234,556 | $157,860,329 | +$4,625,773 | +3.02% | |
| Raymond James Financial Inc | 0.04% | 2,331,510 | $140,566,768 | $144,810,086 | +$4,243,318 | +3.02% | |
| Jpmorgan Chase & Co | 0.01% | 2,175,133 | $131,247,582 | $135,097,511 | +$3,849,929 | +2.93% | |
| Cetera Investment Advisers | 0.12% | 2,117,713 | $127,676,935 | $131,531,154 | +$3,854,219 | +3.02% | |
| Osaic Holdings, Inc. | 0.14% | 1,984,267 | $119,669,898 | $123,242,823 | +$3,572,925 | +2.99% | |
| Dynasty Wealth Management, Llc | 0.85% | 1,888,109 | $113,834,078 | $117,270,450 | +$3,436,372 | +3.02% | |
| Wells Fargo & Company/Mn | 0.02% | 1,855,417 | $111,863,093 | $115,239,950 | +$3,376,857 | +3.02% | |
| Kestra Advisory Services, Llc | 0.31% | 1,788,968 | $108,644,053 | $111,112,802 | +$2,468,749 | +2.27% | |
| Sagespring Wealth Partners, Llc | 1.34% | 1,485,352 | $90,205,437 | $92,255,213 | +$2,049,776 | +2.27% | |
| Arkadios Wealth Advisors | 0.76% | 816,312 | $49,215,408 | $50,701,138 | +$1,485,730 | +3.02% | |
| Mml Investors Services, Llc | 0.09% | 753,964 | $45,456,508 | $46,828,704 | +$1,372,196 | +3.02% | |
| Childress Capital Advisors, Llc | 6.65% | 707,299 | $42,954,268 | $43,930,341 | +$976,073 | +2.27% | |
| Mcilrath & Eck, Llc | 3.02% | 736,989 | $40,711,283 | $45,774,387 | +$5,063,104 | +12.44% | |
| Royal Bank Of Canada | 0.01% | 639,618 | $38,562,000 | $39,726,674 | +$1,164,674 | +3.02% | |
| Victory Financial Group, Llc | 3.49% | 618,442 | $37,557,960 | $38,411,433 | +$853,473 | +2.27% | |
| Allworth Financial Lp | 0.15% | 586,977 | $35,388,849 | $36,457,141 | +$1,068,292 | +3.02% | |
| Mariner, Llc | 0.04% | 566,766 | $34,170,304 | $35,201,836 | +$1,031,532 | +3.02% | |
| Private Advisor Group, Llc | 0.15% | 537,233 | $32,389,812 | $33,367,542 | +$977,730 | +3.02% | |
| Woodard & Co Asset Management Group Inc | 3.77% | 433,835 | $26,155,920 | $26,945,492 | +$789,572 | +3.02% | |
| Assuredpartners Investment Advisors, Llc | 2.36% | 403,891 | $24,350,605 | $25,085,670 | +$735,065 | +3.02% | |
| Wealth Enhancement Advisory Services, Llc | 0.04% | 388,863 | $23,930,630 | $24,152,281 | +$221,651 | +0.93% | |
| Aa Financial Advisors, Llc | 2.72% | 376,204 | $22,846,862 | $23,366,030 | +$519,168 | +2.27% | |
| Milestone Investment Advisors Llc | 4.23% | 324,499 | $19,564,074 | $20,154,633 | +$590,559 | +3.02% | |
| Flagship Wealth Advisors, Llc | 4.20% | 310,950 | $18,747,176 | $19,313,105 | +$565,929 | +3.02% | |
| Equitable Holdings, Inc. | 0.11% | 306,832 | $18,498,918 | $19,057,336 | +$558,418 | +3.02% | |
| D.A. Davidson & Co. | 0.10% | 301,688 | $18,321,570 | $18,737,842 | +$416,272 | +2.27% | |
| Stratos Investment Management, Llc | 0.66% | 303,753 | $18,313,288 | $18,866,099 | +$552,811 | +3.02% | |
| Calton & Associates, Inc. | 2.60% | 294,506 | $17,755,769 | $18,291,768 | +$535,999 | +3.02% | |
| Summit Financial Wealth Advisors, Llc | 2.18% | 289,420 | $17,576,501 | $17,975,876 | +$399,375 | +2.27% | |
| Ifp Advisors, Inc | 0.29% | 278,832 | $16,933,467 | $17,318,256 | +$384,789 | +2.27% | |
| Regimen Wealth, Llc | 4.53% | 278,629 | $16,798,558 | $17,305,647 | +$507,089 | +3.02% | |
| Prime Capital Investment Advisors, Llc | 0.15% | 257,901 | $15,662,335 | $16,018,231 | +$355,896 | +2.27% | |
| World Investment Advisors | 0.26% | 281,528 | $15,579,909 | $17,485,704 | +$1,905,795 | +12.23% | |
| Integrated Wealth Concepts Llc | 0.10% | 252,064 | $15,196,938 | $15,655,695 | +$458,757 | +3.02% | |
| Prentice Wealth Management Llc | 3.05% | 247,269 | $15,016,646 | $15,357,878 | +$341,232 | +2.27% | |
| Clark Wealth Partners | 7.73% | 245,248 | $14,893,883 | $15,232,353 | +$338,470 | +2.27% | |
| Independence Financial Advisors, Llc | 3.60% | 235,945 | $14,328,968 | $14,654,544 | +$325,576 | +2.27% | |
| Gts Securities Llc | 0.30% | 235,485 | $14,197,391 | $14,625,973 | +$428,582 | +3.02% | |
| Rooted Wealth Advisors, Inc. | 3.47% | 235,327 | $14,187,868 | $14,616,160 | +$428,292 | +3.02% | |
| Fmr Llc | 0.00% | 233,218 | $14,060,723 | $14,485,170 | +$424,447 | +3.02% | |
| Advisory Services Network, Llc | 0.15% | 221,603 | $13,360,453 | $13,763,762 | +$403,309 | +3.02% | |
| Per Stirling Capital Management, Llc. | 1.26% | 219,942 | $13,260,324 | $13,660,598 | +$400,274 | +3.02% | |
| Performance Wealth Partners, Llc | 0.33% | 219,333 | $13,223,581 | $13,622,773 | +$399,192 | +3.02% | |
| Citadel Advisors Llc | 0.01% | 213,763 | $12,887,771 | $13,276,820 | +$389,049 | +3.02% | |
| Shp Wealth Management | 0.87% | 210,776 | $12,707,681 | $13,091,297 | +$383,616 | +3.02% |
Frequently asked questions about FDVV
Who are the largest institutional holders of FDVV?
The largest institutional holders of FDVV reported in the latest SEC Form 13F filings include Lpl Financial Llc, Commonwealth Equity Services, Llc, Retirement Planning Group, Llc, Morgan Stanley, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported FDVV position.
What is FDVV institutional ownership?
This page tracks FDVV positions reported by institutional investment managers through SEC Form 13F. FIDELITY HIGH DIVIDEND ETF (FDVV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FDVV?
InsiderSet currently tracks 516 institutional managers reporting FDVV 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 FDVV shareholders.
How much FDVV stock do institutions own?
Institutional investment managers disclosed approximately $3.97B in FDVV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FDVV institutional ownership last updated?
The latest FDVV 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 FDVV 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 FDVV position after the reporting date.
Are institutions buying or selling FDVV?
Institutional buying and selling can be analyzed by comparing FDVV positions across consecutive 13F reporting periods. InsiderSet's FDVV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FDVV ownership changes.
How has FDVV institutional ownership changed over time?
InsiderSet tracks FDVV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.