FIDELITY US MULTIFACTOR ETF (FLRG) Top Institutional Shareholders
FIDELITY US MULTIFACTOR ETF (FLRG) 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 $150.25M in FLRG holdings during the latest filing period.
Ae Wealth Management Llc is currently the largest disclosed institutional shareholder of FLRG tracked by InsiderSet, reporting ownership valued at approximately $77.27M 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 $85.19M, representing an estimated gain of +10.25% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 94% of the total disclosed FLRG value among the investors covered in this analysis. Major shareholders include Ae Wealth Management Llc, Commonwealth Equity Services, Llc, Berman Mcaleer 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
43
Total Reported Value
$150.25M
Largest Holder
Ae Wealth Management Llc
Largest Position
$77.27M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
51
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ae Wealth Management Llc | 0.42% | 2,100,401 | $77,273,815 | $85,193,945 | +$7,920,130 | +10.25% | |
| Commonwealth Equity Services, Llc | 0.04% | 754,626 | $27,762,670 | $30,608,234 | +$2,845,564 | +10.25% | |
| Berman Mcaleer Llc | 1.62% | 322,951 | $11,881,374 | $13,099,151 | +$1,217,777 | +10.25% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 179,214 | $6,648,824 | $7,269,063 | +$620,239 | +9.33% | |
| Advisory Services Network, Llc | 0.08% | 164,243 | $6,042,498 | $6,661,827 | +$619,329 | +10.25% | |
| Centennial Wealth Advisory Llc | 0.75% | 84,476 | $3,107,844 | $3,426,414 | +$318,570 | +10.25% | |
| Kestra Advisory Services, Llc | 0.01% | 72,214 | $2,656,760 | $2,929,058 | +$272,298 | +10.25% | |
| Western Wealth Management, Llc | 0.10% | 72,037 | $2,650,247 | $2,921,878 | +$271,631 | +10.25% | |
| Principal Securities, Inc. | 0.03% | 52,000 | $1,913,081 | $2,109,162 | +$196,081 | +10.25% | |
| Osaic Holdings, Inc. | 0.00% | 35,843 | $1,319,103 | $1,453,821 | +$134,718 | +10.21% | |
| World Investment Advisors | 0.02% | 31,348 | $1,153,293 | $1,271,500 | +$118,207 | +10.25% | |
| Raymond James Financial Inc | 0.00% | 29,197 | $1,074,157 | $1,184,254 | +$110,097 | +10.25% | |
| Sovran Advisors, Llc | 0.08% | 26,846 | $1,068,672 | $1,088,895 | +$20,223 | +1.89% | |
| Fmr Llc | 0.00% | 21,489 | $790,569 | $871,611 | +$81,042 | +10.25% | |
| Citadel Advisors Llc | 0.00% | 16,034 | $589,891 | $650,352 | +$60,461 | +10.25% | |
| Lpl Financial Llc | 0.00% | 13,849 | $509,505 | $561,727 | +$52,222 | +10.25% | |
| Creativeone Wealth, Llc | 0.01% | 12,317 | $453,145 | $499,587 | +$46,442 | +10.25% | |
| Cetera Investment Advisers | 0.00% | 10,686 | $393,155 | $433,433 | +$40,278 | +10.24% | |
| Williams & Novak, Llc | 0.28% | 10,029 | $371,256 | $406,784 | +$35,528 | +9.57% | |
| Kestra Private Wealth Services, Llc | 0.00% | 9,876 | $363,338 | $400,578 | +$37,240 | +10.25% | |
| Beacon Capital Management, Llc | 0.06% | 8,502 | $312,799 | $344,848 | +$32,049 | +10.25% | |
| Susquehanna International Group, Llp | 0.00% | 8,130 | $299,103 | $329,759 | +$30,656 | +10.25% | |
| Mutual Advisors, Llc | 0.01% | 7,643 | $281,187 | $310,006 | +$28,819 | +10.25% | |
| High Point Wealth Management, Llc | 0.22% | 6,224 | $228,998 | $252,450 | +$23,452 | +10.24% | |
| Savvy Advisors, Inc. | 0.01% | 6,006 | $220,951 | $243,608 | +$22,657 | +10.25% | |
| Jane Street Group, Llc | 0.00% | 5,553 | $204,295 | $225,234 | +$20,939 | +10.25% | |
| Rfg Advisory, Llc | 0.00% | 5,486 | $201,822 | $222,517 | +$20,695 | +10.25% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 5,000 | $183,950 | $202,804 | +$18,854 | +10.25% | |
| Ubs Group Ag | 0.00% | 1,726 | $63,500 | $70,008 | +$6,508 | +10.25% | |
| Harbour Investments, Inc. | 0.00% | 1,439 | $52,970 | $58,367 | +$5,397 | +10.19% | |
| Evolution Wealth Management Inc. | 0.04% | 1,436 | $52,830 | $58,245 | +$5,415 | +10.25% | |
| Sunbelt Securities, Inc. | 0.00% | 913 | $33,595 | $37,032 | +$3,437 | +10.23% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 640 | $23,546 | $25,959 | +$2,413 | +10.25% | |
| Cwm, Llc | 0.00% | 495 | $18,211 | $20,078 | +$1,867 | +10.25% | |
| Bank Of Montreal | 0.00% | 490 | $18,027 | $19,875 | +$1,848 | +10.25% | |
| Root Financial Partners, Llc | 0.00% | 415 | $15,268 | $16,833 | +$1,565 | +10.25% | |
| National Bank Of Canada | 0.00% | 285 | $10,482 | $11,560 | +$1,078 | +10.28% | |
| Quest 10 Wealth Builders, Inc. | 0.00% | 134 | $4,930 | $5,435 | +$505 | +10.25% | |
| Geneos Wealth Management Inc. | 0.00% | 109 | $3,993 | $4,421 | +$428 | +10.72% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 23,006 | $846 | $933,142 | +$932,296 | +110200.45% | |
| Morgan Stanley | 0.00% | 1 | $52 | $41 | -$11 | -22.00% | |
| Raleigh Capital Management Inc. | 0.00% | 1 | $23 | $41 | +$18 | +76.35% | |
| Hantz Financial Services, Inc. | 0.00% | 175 | $6 | $7,098 | +$7,092 | +118202.33% |
Frequently asked questions about FLRG
Who owns the most FLRG stock?
The largest holders of FLRG 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 US MULTIFACTOR ETF (FLRG).
Is FLRG widely held by superinvestors?
Many widely followed stocks like FLRG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FLRG 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.