FQAL Institutional Ownership & Shareholders
FIDELITY QUALITY FACTOR ETF (FQAL) is currently held by 152 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.09B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Fmr Llc is currently the largest disclosed institutional shareholder of FQAL tracked by InsiderSet, reporting ownership valued at approximately $576.57M 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 $591.23M, representing an estimated gain of +2.54% 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
152
Total Reported Value
$1.09B
Largest Holder
Fmr Llc
Largest Position
$576.57M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
54
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fmr Llc | 0.03% | 7,086,560 | $576,568,197 | $591,231,701 | +$14,663,504 | +2.54% | |
| Envestnet Asset Management Inc | 0.03% | 1,373,752 | $111,769,554 | $114,612,129 | +$2,842,575 | +2.54% | |
| Orgel Wealth Management, Llc | 1.31% | 833,329 | $69,374,640 | $69,524,638 | +$149,998 | +0.22% | |
| Kestra Advisory Services, Llc | 0.20% | 760,789 | $61,898,375 | $63,472,626 | +$1,574,251 | +2.54% | |
| High Probability Advisors, Llc | 3.32% | 355,494 | $29,594,908 | $29,658,864 | +$63,956 | +0.22% | |
| Great Lakes Retirement, Inc. | 1.78% | 244,939 | $20,391,199 | $20,435,261 | +$44,062 | +0.22% | |
| Jpmorgan Chase & Co | 0.00% | 234,258 | $18,937,445 | $19,544,145 | +$606,700 | +3.20% | |
| Smith Chas P & Associates Pa Cpas | 0.74% | 179,629 | $15,160,651 | $14,986,447 | -$174,204 | -1.15% | |
| Cetera Investment Advisers | 0.01% | 163,900 | $13,335,098 | $13,674,177 | +$339,079 | +2.54% | |
| Osaic Holdings, Inc. | 0.01% | 123,729 | $10,071,418 | $10,322,710 | +$251,292 | +2.50% | |
| Beacon Financial Group | 0.90% | 119,510 | $9,949,223 | $9,970,719 | +$21,496 | +0.22% | |
| Commonwealth Equity Services, Llc | 0.01% | 112,573 | $9,159,073 | $9,391,965 | +$232,892 | +2.54% | |
| Sagespring Wealth Partners, Llc | 0.13% | 105,717 | $8,800,943 | $8,819,969 | +$19,026 | +0.22% | |
| Lpl Financial Llc | 0.00% | 96,159 | $7,823,532 | $8,022,545 | +$199,013 | +2.54% | |
| Royal Bank Of Canada | 0.00% | 75,019 | $6,104,000 | $6,258,835 | +$154,835 | +2.54% | |
| Raymond James Financial Inc | 0.00% | 72,896 | $5,930,877 | $6,081,713 | +$150,836 | +2.54% | |
| Sunbelt Securities, Inc. | 0.33% | 72,163 | $5,239,038 | $6,020,559 | +$781,521 | +14.92% | |
| Kestra Private Wealth Services, Llc | 0.06% | 62,822 | $5,229,949 | $5,241,239 | +$11,290 | +0.22% | |
| Morgan Stanley | 0.00% | 62,326 | $5,070,969 | $5,199,858 | +$128,889 | +2.54% | |
| Rockefeller Capital Management L.P. | 0.01% | 58,474 | $4,757,593 | $4,878,486 | +$120,893 | +2.54% | |
| Susquehanna International Group, Llp | 0.00% | 57,323 | $4,663,845 | $4,782,458 | +$118,613 | +2.54% | |
| Keystone Wealth Services, Llc | 0.82% | 53,922 | $4,387,162 | $4,498,712 | +$111,550 | +2.54% | |
| Omnistar Financial Group, Inc. | 1.88% | 51,822 | $4,314,197 | $4,323,509 | +$9,312 | +0.22% | |
| Bank Of America Corp | 0.00% | 49,410 | $4,020,017 | $4,122,276 | +$102,259 | +2.54% | |
| Madden Advisory Services, Inc. | 1.22% | 41,701 | $3,392,884 | $3,479,114 | +$86,230 | +2.54% | |
| Allworth Financial Lp | 0.01% | 38,872 | $3,162,673 | $3,243,091 | +$80,418 | +2.54% | |
| Cerity Partners Llc | 0.00% | 38,324 | $3,118,073 | $3,197,371 | +$79,298 | +2.54% | |
| Fullerton Advisors, Llc | 2.73% | 35,155 | $2,926,617 | $2,932,982 | +$6,365 | +0.22% | |
| Unique Wealth, Llc | 0.33% | 34,249 | $2,851,212 | $2,857,394 | +$6,182 | +0.22% | |
| Centerline Wealth Advisors, Llc | 0.84% | 32,331 | $2,691,556 | $2,697,375 | +$5,819 | +0.22% | |
| Hrt Financial Lp | 0.00% | 31,329 | $2,548,000 | $2,613,778 | +$65,778 | +2.58% | |
| Valmark Advisers, Inc. | 0.02% | 28,081 | $2,284,693 | $2,342,798 | +$58,105 | +2.54% | |
| Strategic Blueprint, Llc | 0.11% | 26,788 | $2,230,074 | $2,234,923 | +$4,849 | +0.22% | |
| Newedge Advisors, Llc | 0.01% | 26,850 | $2,184,519 | $2,240,096 | +$55,577 | +2.54% | |
| Bryant Woods Investment Advisors, Llc | 0.60% | 25,618 | $2,132,709 | $2,137,310 | +$4,601 | +0.22% | |
| Biondo Investment Advisors, Llc | 0.26% | 25,813 | $2,100,126 | $2,153,579 | +$53,453 | +2.55% | |
| Quotient Wealth Partners, Llc | 0.05% | 25,672 | $2,088,694 | $2,141,815 | +$53,121 | +2.54% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 23,834 | $2,014,171 | $1,988,471 | -$25,700 | -1.28% | |
| Goldman Sachs Group Inc | 0.00% | 22,994 | $1,870,810 | $1,918,389 | +$47,579 | +2.54% | |
| Pks Advisory Services, Llc | 0.27% | 20,851 | $1,696,504 | $1,739,599 | +$43,095 | +2.54% | |
| Sovran Advisors, Llc | 0.12% | 19,815 | $1,628,621 | $1,653,165 | +$24,544 | +1.51% | |
| Breakwater Capital Group | 0.19% | 18,861 | $1,570,179 | $1,573,573 | +$3,394 | +0.22% | |
| Prime Capital Investment Advisors, Llc | 0.01% | 18,115 | $1,508,086 | $1,511,334 | +$3,248 | +0.22% | |
| Lido Advisors, Llc | 0.01% | 18,515 | $1,506,399 | $1,544,706 | +$38,307 | +2.54% | |
| Envestnet Portfolio Solutions, Inc. | 0.01% | 18,353 | $1,493,250 | $1,531,191 | +$37,941 | +2.54% | |
| Mariner, Llc | 0.00% | 16,850 | $1,370,908 | $1,405,796 | +$34,888 | +2.54% | |
| First Trust Advisors Lp | 0.00% | 16,466 | $1,339,700 | $1,373,758 | +$34,058 | +2.54% | |
| Independent Advisor Alliance | 0.03% | 16,192 | $1,317,426 | $1,350,899 | +$33,473 | +2.54% | |
| Citadel Advisors Llc | 0.00% | 14,967 | $1,217,727 | $1,248,697 | +$30,970 | +2.54% | |
| Mercer Global Advisors Inc | 0.00% | 14,952 | $1,216,493 | $1,247,445 | +$30,952 | +2.54% |
Frequently asked questions about FQAL
Who are the largest institutional holders of FQAL?
The largest institutional holders of FQAL reported in the latest SEC Form 13F filings include Fmr Llc, Envestnet Asset Management Inc, Orgel Wealth Management, Llc, Kestra Advisory Services, Llc, and High Probability Advisors, Llc. InsiderSet ranks institutional holders by their latest reported FQAL position.
What is FQAL institutional ownership?
This page tracks FQAL positions reported by institutional investment managers through SEC Form 13F. FIDELITY QUALITY FACTOR ETF (FQAL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FQAL?
InsiderSet currently tracks 152 institutional managers reporting FQAL 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 FQAL shareholders.
How much FQAL stock do institutions own?
Institutional investment managers disclosed approximately $1.09B in FQAL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FQAL institutional ownership last updated?
The latest FQAL 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 FQAL 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 FQAL position after the reporting date.
Are institutions buying or selling FQAL?
Institutional buying and selling can be analyzed by comparing FQAL positions across consecutive 13F reporting periods. InsiderSet's FQAL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FQAL ownership changes.
How has FQAL institutional ownership changed over time?
InsiderSet tracks FQAL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.