FIDELITY INTL VAL FACTOR ETF (FIVA) Top Institutional Shareholders
FIDELITY INTL VAL FACTOR ETF (FIVA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $244.99M in FIVA holdings during the latest filing period.
Commonwealth Equity Services, Llc is currently the largest disclosed institutional shareholder of FIVA tracked by InsiderSet, reporting ownership valued at approximately $54.36M 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 $60.67M, representing an estimated gain of +11.61% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed FIVA value among the investors covered in this analysis. Major shareholders include Commonwealth Equity Services, Llc, Fmr Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in FIDELITY INTL VAL FACTOR ETF (FIVA).
This page ranks the largest institutional FIVA 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
84
Total Reported Value
$244.99M
Largest Holder
Commonwealth Equity Services, Llc
Largest Position
$54.36M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
94
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Commonwealth Equity Services, Llc | 0.08% | 1,561,598 | $54,359,240 | $60,668,082 | +$6,308,842 | +11.61% | |
| Fmr Llc | 0.00% | 1,521,183 | $52,952,395 | $59,097,960 | +$6,145,565 | +11.61% | |
| Lpl Financial Llc | 0.00% | 473,415 | $16,479,570 | $18,392,173 | +$1,912,603 | +11.61% | |
| Osaic Holdings, Inc. | 0.02% | 463,678 | $16,140,597 | $18,013,890 | +$1,873,293 | +11.61% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 344,579 | $11,994,808 | $13,386,894 | +$1,392,086 | +11.61% | |
| Summit Wealth Group Llc / Co | 0.81% | 221,548 | $7,712,086 | $8,607,140 | +$895,054 | +11.61% | |
| Kingsview Wealth Management, Llc | 0.10% | 217,862 | $7,583,776 | $8,463,939 | +$880,163 | +11.61% | |
| Kestra Advisory Services, Llc | 0.03% | 202,048 | $7,033,287 | $7,849,565 | +$816,278 | +11.61% | |
| Royal Bank Of Canada | 0.00% | 191,532 | $6,667,000 | $7,441,018 | +$774,018 | +11.61% | |
| D.A. Davidson & Co. | 0.04% | 180,028 | $6,266,775 | $6,994,088 | +$727,313 | +11.61% | |
| Cetera Investment Advisers | 0.01% | 153,107 | $5,329,658 | $5,948,207 | +$618,549 | +11.61% | |
| Omnistar Financial Group, Inc. | 2.46% | 136,367 | $4,747,148 | $5,297,858 | +$550,710 | +11.60% | |
| Jane Street Group, Llc | 0.00% | 130,925 | $4,557,499 | $5,086,436 | +$528,937 | +11.61% | |
| Envestnet Asset Management Inc | 0.00% | 126,010 | $4,386,408 | $4,895,489 | +$509,081 | +11.61% | |
| Roan Capital Partners | 3.59% | 111,476 | $3,880,490 | $4,330,843 | +$450,353 | +11.61% | |
| Braeburn Wealth Management Llc | 2.21% | 110,922 | $3,861,182 | $4,309,320 | +$448,138 | +11.61% | |
| Cadent Capital Advisors, Llc | 0.64% | 69,075 | $2,404,486 | $2,683,564 | +$279,078 | +11.61% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 61,359 | $2,156,783 | $2,383,797 | +$227,014 | +10.53% | |
| Bank Of America Corp | 0.00% | 55,766 | $1,941,214 | $2,166,509 | +$225,295 | +11.61% | |
| Raymond James Financial Inc | 0.00% | 50,368 | $1,753,310 | $1,956,797 | +$203,487 | +11.61% | |
| Citadel Advisors Llc | 0.00% | 47,476 | $1,652,640 | $1,844,443 | +$191,803 | +11.61% | |
| Inspire Advisors, Llc | 0.12% | 41,652 | $1,449,906 | $1,618,180 | +$168,274 | +11.61% | |
| &Partners | 0.01% | 36,475 | $1,419,462 | $1,417,054 | -$2,408 | -0.17% | |
| Patriot Financial Group Insurance Agency, Llc | 0.08% | 39,760 | $1,384,080 | $1,544,676 | +$160,596 | +11.60% | |
| Sei Investments Co | 0.00% | 38,411 | $1,337,080 | $1,492,267 | +$155,187 | +11.61% | |
| Mariner, Llc | 0.00% | 36,867 | $1,283,351 | $1,432,283 | +$148,932 | +11.60% | |
| Evergreen Capital Management Llc | 0.03% | 35,825 | $1,247,069 | $1,391,801 | +$144,732 | +11.61% | |
| Benjamin Edwards Inc | 0.01% | 34,445 | $1,199,029 | $1,338,188 | +$139,159 | +11.61% | |
| Great Valley Advisor Group, Inc. | 0.02% | 31,626 | $1,100,903 | $1,228,670 | +$127,767 | +11.61% | |
| Compound Planning, Inc. | 0.03% | 30,679 | $1,067,942 | $1,191,879 | +$123,937 | +11.61% | |
| Align Financial, Llc | 0.56% | 28,086 | $977,674 | $1,091,141 | +$113,467 | +11.61% | |
| Ameriprise Financial Inc | 0.00% | 23,895 | $831,785 | $928,321 | +$96,536 | +11.61% | |
| Gts Securities Llc | 0.03% | 23,062 | $802,788 | $895,959 | +$93,171 | +11.61% | |
| Principal Securities, Inc. | 0.01% | 21,415 | $745,441 | $831,973 | +$86,532 | +11.61% | |
| Rcs Financial Planning, Llc | 0.37% | 20,548 | $715,276 | $798,290 | +$83,014 | +11.61% | |
| Arkadios Wealth Advisors | 0.01% | 18,989 | $661,007 | $737,723 | +$76,716 | +11.61% | |
| Hbk Sorce Advisory Llc | 0.01% | 17,076 | $640,692 | $663,403 | +$22,711 | +3.54% | |
| Ameritas Advisory Services, Llc | 0.02% | 16,039 | $558,318 | $623,115 | +$64,797 | +11.61% | |
| Focus Financial Network, Inc. | 0.01% | 8,519 | $296,537 | $330,963 | +$34,426 | +11.61% | |
| Elequin Capital, Lp | 0.03% | 8,132 | $283,075 | $315,928 | +$32,853 | +11.61% | |
| Asset Allocation Strategies Llc | 0.05% | 7,626 | $265,461 | $296,270 | +$30,809 | +11.61% | |
| Clarity Asset Management, Inc. | 0.13% | 7,523 | $261,872 | $292,269 | +$30,397 | +11.61% | |
| Sunbelt Securities, Inc. | 0.02% | 6,946 | $241,777 | $269,852 | +$28,075 | +11.61% | |
| Stifel Financial Corp | 0.00% | 6,918 | $240,816 | $268,764 | +$27,948 | +11.61% | |
| Accelerate Investment Advisors Llc | 0.16% | 6,891 | $239,886 | $267,715 | +$27,829 | +11.60% | |
| Money Concepts Capital Corp | 0.01% | 6,650 | $231,487 | $258,353 | +$26,866 | +11.61% | |
| Prosperity Planning, Inc. | 0.05% | 6,052 | $210,670 | $235,120 | +$24,450 | +11.61% | |
| Farther Finance Advisors, Llc | 0.00% | 5,005 | $176,977 | $194,444 | +$17,467 | +9.87% | |
| National Bank Of Canada | 0.00% | 4,925 | $171,242 | $191,336 | +$20,094 | +11.73% | |
| Advisory Services Network, Llc | 0.00% | 4,543 | $158,124 | $176,496 | +$18,372 | +11.62% |
Frequently asked questions about FIVA
Who owns the most FIVA stock?
The largest holders of FIVA 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 INTL VAL FACTOR ETF (FIVA).
Is FIVA widely held by superinvestors?
Many widely followed stocks like FIVA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FIVA 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.