FLRG Institutional Ownership & Shareholders
FIDELITY US MULTIFACTOR ETF (FLRG) is currently held by 47 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $87.50M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Commonwealth Equity Services, Llc is currently the largest disclosed institutional shareholder of FLRG tracked by InsiderSet, reporting ownership valued at approximately $29.66M 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 $30.14M, representing an estimated gain of +1.63% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed FLRG value among the investors covered in this analysis. Major shareholders include Commonwealth Equity Services, Llc, Berman Mcaleer Llc, Advisory Services Network, Llc, and several other long-term asset managers with concentrated positions in FIDELITY US MULTIFACTOR ETF (FLRG).
This page ranks the largest institutional FLRG 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
47
Total Reported Value
$87.50M
Largest Holder
Commonwealth Equity Services, Llc
Largest Position
$29.66M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
58
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 | 0.04% | 722,984 | $29,659,410 | $30,141,420 | +$482,010 | +1.63% | |
| Berman Mcaleer Llc | 1.58% | 330,778 | $13,651,204 | $13,790,234 | +$139,030 | +1.02% | |
| Advisory Services Network, Llc | 0.10% | 217,760 | $8,933,284 | $9,078,480 | +$145,196 | +1.63% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 188,361 | $7,901,493 | $7,852,827 | -$48,666 | -0.62% | |
| Centennial Wealth Advisory Llc | 0.71% | 83,847 | $3,460,410 | $3,495,607 | +$35,197 | +1.02% | |
| Western Wealth Management, Llc | 0.10% | 77,080 | $3,162,110 | $3,213,488 | +$51,378 | +1.62% | |
| Kestra Advisory Services, Llc | 0.01% | 50,855 | $2,086,249 | $2,120,160 | +$33,911 | +1.63% | |
| Principal Securities, Inc. | 0.02% | 49,438 | $2,028,136 | $2,061,085 | +$32,949 | +1.62% | |
| Citadel Advisors Llc | 0.00% | 46,168 | $1,893,978 | $1,924,758 | +$30,780 | +1.63% | |
| Susquehanna International Group, Llp | 0.00% | 37,045 | $1,519,719 | $1,544,417 | +$24,698 | +1.63% | |
| Osaic Holdings, Inc. | 0.00% | 36,366 | $1,492,180 | $1,516,109 | +$23,929 | +1.60% | |
| Raymond James Financial Inc | 0.00% | 29,743 | $1,220,165 | $1,239,995 | +$19,830 | +1.63% | |
| Goldman Sachs Group Inc | 0.00% | 28,635 | $1,174,711 | $1,193,802 | +$19,091 | +1.63% | |
| Sovran Advisors, Llc | 0.09% | 28,254 | $1,168,783 | $1,177,918 | +$9,135 | +0.78% | |
| World Investment Advisors | 0.02% | 31,348 | $1,153,293 | $1,306,908 | +$153,615 | +13.32% | |
| Fmr Llc | 0.00% | 23,017 | $944,246 | $959,586 | +$15,340 | +1.62% | |
| Beacon Capital Management, Llc | 0.10% | 16,564 | $683,606 | $690,558 | +$6,952 | +1.02% | |
| Lpl Financial Llc | 0.00% | 13,653 | $560,095 | $569,198 | +$9,103 | +1.63% | |
| Morgan Stanley | 0.00% | 12,691 | $520,631 | $529,092 | +$8,461 | +1.63% | |
| Creativeone Wealth, Llc | 0.01% | 11,843 | $485,828 | $493,738 | +$7,910 | +1.63% | |
| Kestra Private Wealth Services, Llc | 0.01% | 11,723 | $483,819 | $488,735 | +$4,916 | +1.02% | |
| Williams & Novak, Llc | 0.25% | 10,279 | $424,232 | $428,535 | +$4,303 | +1.01% | |
| Jpmorgan Chase & Co | 0.00% | 9,610 | $392,050 | $400,644 | +$8,594 | +2.19% | |
| Cetera Investment Advisers | 0.00% | 9,487 | $389,175 | $395,516 | +$6,341 | +1.63% | |
| Mutual Advisors, Llc | 0.01% | 7,623 | $312,722 | $317,805 | +$5,083 | +1.63% | |
| Savvy Advisors, Inc. | 0.01% | 7,406 | $303,810 | $308,758 | +$4,948 | +1.63% | |
| Jane Street Group, Llc | 0.00% | 6,899 | $283,022 | $287,621 | +$4,599 | +1.63% | |
| High Point Wealth Management, Llc | 0.21% | 6,244 | $256,141 | $260,314 | +$4,173 | +1.63% | |
| Brighton Jones Llc | 0.00% | 6,076 | $249,268 | $253,310 | +$4,042 | +1.62% | |
| Alliance Wealth Advisors, Llc | 0.09% | 5,301 | $218,772 | $221,000 | +$2,228 | +1.02% | |
| Ubs Group Ag | 0.00% | 4,744 | $194,618 | $197,779 | +$3,161 | +1.62% | |
| Evolution Wealth Management Inc. | 0.04% | 1,503 | $62,029 | $62,661 | +$632 | +1.02% | |
| Harbour Investments, Inc. | 0.00% | 1,440 | $59,065 | $60,034 | +$969 | +1.64% | |
| Sunbelt Securities, Inc. | 0.00% | 913 | $33,595 | $38,063 | +$4,468 | +13.30% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 640 | $26,255 | $26,682 | +$427 | +1.63% | |
| Ifg Advisory, Llc | 0.00% | 526 | $21,578 | $21,929 | +$351 | +1.63% | |
| Bank Of Montreal | 0.00% | 490 | $20,102 | $20,428 | +$326 | +1.62% | |
| Cwm, Llc | 0.00% | 495 | $18,211 | $20,637 | +$2,426 | +13.32% | |
| Private Wealth Asset Management, Llc | 0.00% | 383 | $15,696 | $15,967 | +$271 | +1.73% | |
| National Bank Of Canada | 0.00% | 285 | $11,679 | $11,882 | +$203 | +1.74% | |
| Wells Fargo & Company/Mn | 0.00% | 251 | $10,297 | $10,464 | +$167 | +1.62% | |
| Quest 10 Wealth Builders, Inc. | 0.00% | 115 | $4,718 | $4,794 | +$76 | +1.62% | |
| Geneos Wealth Management Inc. | 0.00% | 109 | $4,466 | $4,544 | +$78 | +1.75% | |
| Key Capital Management, Inc | 0.00% | 104 | $4,266 | $4,336 | +$70 | +1.64% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 23,535 | $965 | $981,181 | +$980,216 | +101576.81% | |
| Blue Trust, Inc. | 0.00% | 1 | $47 | $42 | -$5 | -11.30% | |
| Raleigh Capital Management Inc. | 0.00% | 1 | $26 | $42 | +$16 | +60.35% |
Frequently asked questions about FLRG
Who are the largest institutional holders of FLRG?
The largest institutional holders of FLRG reported in the latest SEC Form 13F filings include Commonwealth Equity Services, Llc, Berman Mcaleer Llc, Advisory Services Network, Llc, Wealth Enhancement Advisory Services, Llc, and Centennial Wealth Advisory Llc. InsiderSet ranks institutional holders by their latest reported FLRG position.
What is FLRG institutional ownership?
This page tracks FLRG positions reported by institutional investment managers through SEC Form 13F. FIDELITY US MULTIFACTOR ETF (FLRG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FLRG?
InsiderSet currently tracks 47 institutional managers reporting FLRG 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 FLRG shareholders.
How much FLRG stock do institutions own?
Institutional investment managers disclosed approximately $87.50M in FLRG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FLRG institutional ownership last updated?
The latest FLRG 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 FLRG 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 FLRG position after the reporting date.
Are institutions buying or selling FLRG?
Institutional buying and selling can be analyzed by comparing FLRG positions across consecutive 13F reporting periods. InsiderSet's FLRG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FLRG ownership changes.
How has FLRG institutional ownership changed over time?
InsiderSet tracks FLRG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.