FIDELITY QUALITY FACTOR ETF (FQAL) Institutional Shareholders

FIDELITY QUALITY FACTOR ETF (FQAL) 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 $986.73M in FQAL holdings during the latest filing period.

Fmr Llc is currently the largest disclosed institutional shareholder of FQAL tracked by InsiderSet, reporting ownership valued at approximately $512.84M 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 $575.99M, representing an estimated gain of +12.31% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed FQAL value among the investors covered in this analysis. Major shareholders include Fmr Llc, Envestnet Asset Management Inc, Orgel Wealth Management, Llc, and several other long-term asset managers with concentrated positions in FIDELITY QUALITY FACTOR ETF (FQAL).

This page ranks the largest institutional FQAL 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

146

Total Reported Value

$986.73M

Largest Holder

Fmr Llc

Largest Position

$512.84M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

159

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Fmr Llc0.03%7,063,934$512,841,618$575,993,178+$63,151,560+12.31%
Envestnet Asset Management Inc0.03%1,323,250$96,067,985$107,897,805+$11,829,820+12.31%
Orgel Wealth Management, Llc1.37%885,647$72,056,949$72,215,656+$158,707+0.22%
Kestra Advisory Services, Llc0.25%899,808$65,326,038$73,370,344+$8,044,306+12.31%
High Probability Advisors, Llc2.97%341,750$27,805,033$27,866,295+$61,262+0.22%
Great Lakes Retirement, Inc.1.84%244,818$17,773,782$19,962,460+$2,188,678+12.31%
Smith Chas P & Associates Pa Cpas0.71%180,306$13,090,195$14,702,151+$1,611,956+12.31%
Cetera Investment Advisers0.01%171,126$12,423,725$13,953,614+$1,529,889+12.31%
Beacon Financial Group0.96%129,597$10,544,096$10,567,339+$23,243+0.22%
Raymond James Financial Inc0.00%128,983$9,364,166$10,517,274+$1,153,108+12.31%
Commonwealth Equity Services, Llc0.01%123,470$8,963,908$10,067,744+$1,103,836+12.31%
Sagespring Wealth Partners, Llc0.15%114,532$8,315,003$9,338,939+$1,023,936+12.31%
Lpl Financial Llc0.00%109,176$7,926,191$8,902,211+$976,020+12.31%
Principal Securities, Inc.0.09%81,411$5,910,470$6,638,253+$727,783+12.31%
Northwestern Mutual Wealth Management Co0.00%78,174$5,675,412$6,374,308+$698,896+12.31%
Sunbelt Securities, Inc.0.33%72,163$5,239,038$5,884,171+$645,133+12.31%
Morgan Stanley0.00%67,778$4,920,782$5,526,618+$605,836+12.31%
Kestra Private Wealth Services, Llc0.06%65,682$4,768,508$5,355,710+$587,202+12.31%
Osaic Holdings, Inc.0.01%64,130$4,657,414$5,229,160+$571,746+12.28%
Rockefeller Capital Management L.P.0.01%63,519$4,611,650$5,179,339+$567,689+12.31%
Omnistar Financial Group, Inc.1.96%52,347$4,259,027$4,268,374+$9,347+0.22%
Keystone Wealth Services, Llc0.80%51,742$3,756,495$4,219,043+$462,548+12.31%
Bank Of America Corp0.00%47,841$3,473,257$3,900,955+$427,698+12.31%
Citadel Advisors Llc0.00%44,930$3,261,918$3,663,592+$401,674+12.31%
Madden Advisory Services, Inc.1.21%42,270$3,068,766$3,446,696+$377,930+12.32%
Fullerton Advisors, Llc2.77%36,375$2,959,526$2,966,018+$6,492+0.22%
Allworth Financial Lp0.01%38,576$2,800,611$3,145,487+$344,876+12.31%
Unique Wealth, Llc0.32%34,032$2,768,856$2,774,969+$6,113+0.22%
Centerline Wealth Advisors, Llc0.83%32,734$2,663,264$2,669,130+$5,866+0.22%
Cerity Partners Llc0.00%36,469$2,647,689$2,973,682+$325,993+12.31%
Susquehanna International Group, Llp0.00%33,500$2,432,100$2,731,590+$299,490+12.31%
Jane Street Group, Llc0.00%32,816$2,382,442$2,675,817+$293,375+12.31%
Strategic Blueprint, Llc0.11%25,902$2,107,425$2,112,049+$4,624+0.22%
Quotient Wealth Partners, Llc0.05%27,553$2,000,348$2,246,672+$246,324+12.31%
Biondo Investment Advisors, Llc0.24%25,478$1,849,667$2,077,476+$227,809+12.32%
Silver Oak Securities, Incorporated0.13%25,198$1,829,394$2,054,645+$225,251+12.31%
Valmark Advisers, Inc.0.02%24,915$1,808,829$2,031,569+$222,740+12.31%
Wealth Enhancement Advisory Services, Llc0.00%20,953$1,725,706$1,708,508-$17,198-1.00%
Pks Advisory Services, Llc0.35%20,575$1,493,721$1,677,686+$183,965+12.32%
Envestnet Portfolio Solutions, Inc.0.01%18,353$1,493,250$1,496,504+$3,254+0.22%
Lido Advisors, Llc0.01%18,898$1,372,060$1,540,943+$168,883+12.31%
Prime Capital Investment Advisors, Llc0.02%18,662$1,354,890$1,521,699+$166,809+12.31%
Lvz, Inc.0.13%16,302$1,326,367$1,329,265+$2,898+0.22%
Ifp Advisors, Inc0.02%15,838$1,288,592$1,291,431+$2,839+0.22%
Independent Advisor Alliance0.01%17,278$1,254,356$1,408,848+$154,492+12.32%
Breakwater Capital Group0.15%15,308$1,245,438$1,248,214+$2,776+0.22%
Ae Wealth Management Llc0.01%16,518$1,199,198$1,346,878+$147,680+12.31%
First Trust Advisors Lp0.00%16,147$1,172,262$1,316,626+$144,364+12.32%
Mariner, Llc0.00%16,071$1,166,733$1,310,429+$143,696+12.32%
Sovran Advisors, Llc0.09%14,518$1,137,340$1,183,798+$46,458+4.08%

Frequently asked questions about FQAL

  • Who owns the most FQAL stock?

    The largest holders of FQAL 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 QUALITY FACTOR ETF (FQAL).

  • Is FQAL widely held by superinvestors?

    Many widely followed stocks like FQAL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FQAL 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.