FIDELITY INTL VAL FACTOR ETF (FIVA) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $264.27M 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 $58.77M 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 $57.49M, representing an estimated loss of -2.18% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% of the total disclosed FIVA value among the investors covered in this analysis. Major shareholders include Commonwealth Equity Services, Llc, Fmr Llc, Osaic Holdings, Inc., 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
93
Total Reported Value
$264.27M
Largest Holder
Commonwealth Equity Services, Llc
Largest Position
$58.77M
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 |
|---|---|---|---|---|---|---|---|
| Commonwealth Equity Services, Llc | 0.07% | 1,525,685 | $58,769,384 | $57,487,811 | -$1,281,573 | -2.18% | |
| Fmr Llc | 0.00% | 1,490,416 | $57,410,826 | $56,158,875 | -$1,251,951 | -2.18% | |
| Osaic Holdings, Inc. | 0.02% | 493,842 | $19,023,238 | $18,607,967 | -$415,271 | -2.18% | |
| Lpl Financial Llc | 0.00% | 394,853 | $15,209,735 | $14,878,061 | -$331,674 | -2.18% | |
| Cetera Investment Advisers | 0.01% | 244,555 | $9,420,272 | $9,214,832 | -$205,440 | -2.18% | |
| Summit Wealth Group Llc / Co | 0.70% | 220,817 | $8,505,871 | $8,320,385 | -$185,486 | -2.18% | |
| Envestnet Asset Management Inc | 0.00% | 220,463 | $8,492,234 | $8,307,046 | -$185,188 | -2.18% | |
| Royal Bank Of Canada | 0.00% | 218,506 | $8,416,000 | $8,233,306 | -$182,694 | -2.17% | |
| Kestra Advisory Services, Llc | 0.02% | 185,272 | $7,136,678 | $6,981,049 | -$155,629 | -2.18% | |
| Holland Advisory Services, Inc. | 7.84% | 184,197 | $7,095,269 | $6,940,543 | -$154,726 | -2.18% | |
| D.A. Davidson & Co. | 0.04% | 178,078 | $6,859,565 | $6,709,979 | -$149,586 | -2.18% | |
| Omnistar Financial Group, Inc. | 2.59% | 145,704 | $5,612,538 | $5,490,127 | -$122,411 | -2.18% | |
| Jpmorgan Chase & Co | 0.00% | 128,403 | $4,923,011 | $4,838,225 | -$84,786 | -1.72% | |
| Braeburn Wealth Management Llc | 1.85% | 112,099 | $4,318,015 | $4,223,890 | -$94,125 | -2.18% | |
| Roan Capital Partners | 3.20% | 100,174 | $3,858,702 | $3,774,556 | -$84,146 | -2.18% | |
| Cadent Capital Advisors, Llc | 0.62% | 77,443 | $2,983,088 | $2,918,052 | -$65,036 | -2.18% | |
| Bank Of America Corp | 0.00% | 67,320 | $2,593,167 | $2,536,618 | -$56,549 | -2.18% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 62,432 | $2,426,733 | $2,352,438 | -$74,295 | -3.06% | |
| &Partners | 0.01% | 43,794 | $2,092,175 | $1,650,158 | -$442,017 | -21.13% | |
| Sei Investments Co | 0.00% | 50,249 | $1,935,590 | $1,893,382 | -$42,208 | -2.18% | |
| Goldman Sachs Group Inc | 0.00% | 49,083 | $1,890,677 | $1,849,447 | -$41,230 | -2.18% | |
| Mariner, Llc | 0.00% | 45,347 | $1,746,783 | $1,708,675 | -$38,108 | -2.18% | |
| Raymond James Financial Inc | 0.00% | 42,865 | $1,651,160 | $1,615,153 | -$36,007 | -2.18% | |
| Inspire Advisors, Llc | 0.11% | 40,843 | $1,573,272 | $1,538,964 | -$34,308 | -2.18% | |
| Evergreen Capital Management Llc | 0.02% | 35,825 | $1,379,979 | $1,349,886 | -$30,093 | -2.18% | |
| Midwest Financial Network, Llc | 0.93% | 35,525 | $1,368,073 | $1,338,582 | -$29,491 | -2.16% | |
| Benjamin Edwards Inc | 0.01% | 34,445 | $1,326,820 | $1,297,888 | -$28,932 | -2.18% | |
| Great Valley Advisor Group, Inc. | 0.02% | 30,967 | $1,192,855 | $1,166,837 | -$26,018 | -2.18% | |
| Compound Planning, Inc. | 0.03% | 29,998 | $1,155,528 | $1,130,325 | -$25,203 | -2.18% | |
| Johnson Investment Counsel Inc | 0.01% | 29,423 | $1,133,393 | $1,108,659 | -$24,734 | -2.18% | |
| Align Financial, Llc | 0.54% | 28,086 | $1,081,873 | $1,058,280 | -$23,593 | -2.18% | |
| Rcs Financial Planning, Llc | 0.47% | 25,944 | $999,363 | $977,570 | -$21,793 | -2.18% | |
| Patriot Financial Group Insurance Agency, Llc | 0.08% | 21,077 | $811,883 | $794,181 | -$17,702 | -2.18% | |
| Ameritas Advisory Services, Llc | 0.02% | 20,644 | $795,207 | $777,866 | -$17,341 | -2.18% | |
| Arkadios Wealth Advisors | 0.01% | 19,591 | $754,644 | $738,189 | -$16,455 | -2.18% | |
| Principal Securities, Inc. | 0.01% | 18,188 | $700,582 | $685,324 | -$15,258 | -2.18% | |
| Hbk Sorce Advisory Llc | 0.01% | 17,076 | $679,796 | $643,424 | -$36,372 | -5.35% | |
| Ameriprise Financial Inc | 0.00% | 15,135 | $583,000 | $570,287 | -$12,713 | -2.18% | |
| Focus Financial Network, Inc. | 0.01% | 10,383 | $399,967 | $391,231 | -$8,736 | -2.18% | |
| Clarity Asset Management, Inc. | 0.18% | 9,779 | $376,676 | $368,473 | -$8,203 | -2.18% | |
| Citadel Advisors Llc | 0.00% | 8,883 | $342,173 | $334,711 | -$7,462 | -2.18% | |
| Stifel Financial Corp | 0.00% | 8,768 | $337,743 | $330,378 | -$7,365 | -2.18% | |
| Accelerate Investment Advisors Llc | 0.18% | 8,129 | $313,138 | $306,301 | -$6,837 | -2.18% | |
| Asset Allocation Strategies Llc | 0.05% | 7,934 | $305,602 | $298,953 | -$6,649 | -2.18% | |
| Mml Investors Services, Llc | 0.00% | 7,876 | $303,389 | $296,768 | -$6,621 | -2.18% | |
| J.W. Cole Advisors, Inc. | 0.01% | 7,817 | $301,127 | $294,545 | -$6,582 | -2.19% | |
| Rda Financial Network | 0.06% | 7,190 | $276,959 | $270,919 | -$6,040 | -2.18% | |
| Regal Investment Advisors Llc | 0.01% | 7,122 | $274,340 | $268,357 | -$5,983 | -2.18% | |
| Flagship Wealth Advisors, Llc | 0.06% | 6,972 | $268,566 | $262,705 | -$5,861 | -2.18% | |
| Shorehaven Wealth Partners, Llc | 0.08% | 6,361 | $245,026 | $239,682 | -$5,344 | -2.18% |
Frequently asked questions about FIVA
Who are the largest institutional holders of FIVA?
The largest institutional holders of FIVA reported in the latest SEC Form 13F filings include Commonwealth Equity Services, Llc, Fmr Llc, Osaic Holdings, Inc., Lpl Financial Llc, and Cetera Investment Advisers. InsiderSet ranks institutional holders by their latest reported FIVA position.
What is FIVA institutional ownership?
This page tracks FIVA positions reported by institutional investment managers through SEC Form 13F. FIDELITY INTL VAL FACTOR ETF (FIVA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FIVA?
InsiderSet currently tracks 93 institutional managers reporting FIVA 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 FIVA shareholders.
How much FIVA stock do institutions own?
Institutional investment managers disclosed approximately $264.27M in FIVA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FIVA institutional ownership last updated?
The latest FIVA 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 FIVA 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 FIVA position after the reporting date.
Are institutions buying or selling FIVA?
Institutional buying and selling can be analyzed by comparing FIVA positions across consecutive 13F reporting periods. InsiderSet's FIVA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FIVA ownership changes.
How has FIVA institutional ownership changed over time?
InsiderSet tracks FIVA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.