FIDELITY VALUE FACTOR ETF (FVAL) Institutional Shareholders
FIDELITY VALUE FACTOR ETF (FVAL) 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 $636.67M in FVAL holdings during the latest filing period.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of FVAL tracked by InsiderSet, reporting ownership valued at approximately $118.00M 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 $140.83M, representing an estimated gain of +19.35% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed FVAL value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Fmr Llc, High Probability Advisors, Llc, and several other long-term asset managers with concentrated positions in FIDELITY VALUE FACTOR ETF (FVAL).
This page ranks the largest institutional FVAL 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
155
Total Reported Value
$636.67M
Largest Holder
Envestnet Asset Management Inc
Largest Position
$118.00M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
144
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.03% | 1,700,217 | $117,995,076 | $140,828,974 | +$22,833,898 | +19.35% | |
| Fmr Llc | 0.01% | 1,683,787 | $116,854,846 | $139,468,077 | +$22,613,231 | +19.35% | |
| High Probability Advisors, Llc | 3.70% | 443,665 | $34,576,803 | $36,748,772 | +$2,171,969 | +6.28% | |
| Dynamic Advisor Solutions Llc | 0.74% | 331,727 | $25,852,913 | $27,476,947 | +$1,624,034 | +6.28% | |
| Commonwealth Equity Services, Llc | 0.03% | 290,288 | $22,623,454 | $24,044,555 | +$1,421,101 | +6.28% | |
| Royal Bank Of Canada | 0.00% | 301,376 | $20,915,000 | $24,962,974 | +$4,047,974 | +19.35% | |
| Lpl Financial Llc | 0.01% | 290,288 | $20,145,987 | $24,044,555 | +$3,898,568 | +19.35% | |
| Mai Capital Management | 0.11% | 286,579 | $19,888,562 | $23,737,339 | +$3,848,777 | +19.35% | |
| Cetera Investment Advisers | 0.02% | 281,544 | $19,539,120 | $23,320,290 | +$3,781,170 | +19.35% | |
| Osaic Holdings, Inc. | 0.03% | 247,916 | $17,208,745 | $20,534,882 | +$3,326,137 | +19.33% | |
| Merit Financial Group, Llc | 0.10% | 211,220 | $16,461,312 | $17,495,353 | +$1,034,041 | +6.28% | |
| Beacon Advisors Holdings, Llc | 6.99% | 183,209 | $14,278,250 | $15,175,201 | +$896,951 | +6.28% | |
| Bank Of America Corp | 0.00% | 173,294 | $12,026,603 | $14,353,942 | +$2,327,339 | +19.35% | |
| Kestra Advisory Services, Llc | 0.04% | 145,218 | $11,317,495 | $12,028,407 | +$710,912 | +6.28% | |
| Avidian Wealth Enterprises, Llc | 0.28% | 129,437 | $10,087,587 | $10,721,267 | +$633,680 | +6.28% | |
| Kestra Private Wealth Services, Llc | 0.11% | 128,094 | $9,982,900 | $10,610,026 | +$627,126 | +6.28% | |
| Morgan Stanley | 0.00% | 131,607 | $9,133,578 | $10,901,008 | +$1,767,430 | +19.35% | |
| Condor Capital Management | 0.68% | 116,713 | $8,099,926 | $9,667,338 | +$1,567,412 | +19.35% | |
| Sax Wealth Advisors, Llc | 0.31% | 110,577 | $7,674,066 | $9,159,093 | +$1,485,027 | +19.35% | |
| Jones Financial Companies Lllp | 0.00% | 110,783 | $7,478,988 | $9,176,156 | +$1,697,168 | +22.69% | |
| Creative Planning | 0.01% | 106,631 | $7,400,180 | $8,832,246 | +$1,432,066 | +19.35% | |
| Goodwin Investment Advisory | 6.63% | 79,585 | $5,523,197 | $6,592,026 | +$1,068,829 | +19.35% | |
| Cedar Point Capital Partners, Llc | 2.92% | 65,137 | $5,076,413 | $5,395,298 | +$318,885 | +6.28% | |
| Certified Advisory Corp | 0.31% | 50,093 | $3,903,947 | $4,149,203 | +$245,256 | +6.28% | |
| Raymond James Financial Inc | 0.00% | 53,900 | $3,740,665 | $4,464,537 | +$723,872 | +19.35% | |
| Primoris Wealth Advisors, Llc | 1.66% | 46,798 | $3,647,171 | $3,876,278 | +$229,107 | +6.28% | |
| Altfest L J & Co Inc | 0.33% | 44,159 | $3,441,527 | $3,657,690 | +$216,163 | +6.28% | |
| Cambria Investment Management, L.P. | 0.19% | 47,801 | $3,317,389 | $3,959,357 | +$641,968 | +19.35% | |
| Empowered Funds, Llc | 0.02% | 47,801 | $3,317,389 | $3,959,357 | +$641,968 | +19.35% | |
| Steelpeak Wealth, Llc | 0.09% | 42,247 | $3,292,495 | $3,499,319 | +$206,824 | +6.28% | |
| Bouvel Investment Partners, Llc | 0.69% | 39,349 | $3,066,641 | $3,259,278 | +$192,637 | +6.28% | |
| Farther Finance Advisors, Llc | 0.02% | 39,278 | $3,061,116 | $3,253,397 | +$192,281 | +6.28% | |
| Rockefeller Capital Management L.P. | 0.01% | 41,674 | $2,892,283 | $3,451,857 | +$559,574 | +19.35% | |
| Prism Advisors, Inc. | 0.63% | 33,185 | $2,586,253 | $2,748,714 | +$162,461 | +6.28% | |
| Pfg Advisors | 0.11% | 29,263 | $2,280,590 | $2,423,854 | +$143,264 | +6.28% | |
| Goldman Sachs Group Inc | 0.00% | 31,602 | $2,193,179 | $2,617,594 | +$424,415 | +19.35% | |
| Axxcess Wealth Management, Llc | 0.03% | 27,147 | $2,115,647 | $2,248,586 | +$132,939 | +6.28% | |
| Darwin Wealth Management, Llc | 0.58% | 27,146 | $2,115,647 | $2,248,503 | +$132,856 | +6.28% | |
| Strategic Blueprint, Llc | 0.10% | 26,665 | $2,078,138 | $2,208,662 | +$130,524 | +6.28% | |
| B. Riley Wealth Advisors, Inc. | 0.11% | 24,937 | $1,937,361 | $2,065,532 | +$128,171 | +6.62% | |
| Forbes Financial Planning, Inc. | 1.03% | 24,627 | $1,919,282 | $2,039,854 | +$120,572 | +6.28% | |
| Envestnet Portfolio Solutions, Inc. | 0.01% | 22,894 | $1,784,266 | $1,896,310 | +$112,044 | +6.28% | |
| Two Sigma Investments, Lp | 0.00% | 22,800 | $1,582,320 | $1,888,524 | +$306,204 | +19.35% | |
| Orion Porfolio Solutions, Llc | 0.01% | 21,952 | $1,523,466 | $1,818,284 | +$294,818 | +19.35% | |
| J.W. Cole Advisors, Inc. | 0.03% | 19,203 | $1,496,602 | $1,590,584 | +$93,982 | +6.28% | |
| Spectrum Investment Advisors, Inc. | 0.60% | 18,860 | $1,469,808 | $1,562,174 | +$92,366 | +6.28% | |
| Traub Capital Management Llc | 1.22% | 17,605 | $1,372,022 | $1,458,222 | +$86,200 | +6.28% | |
| Lvz, Inc. | 0.14% | 17,433 | $1,358,650 | $1,443,975 | +$85,325 | +6.28% | |
| Mml Investors Services, Llc | 0.00% | 19,481 | $1,351,989 | $1,613,611 | +$261,622 | +19.35% | |
| Schmidt P J Investment Management Inc | 0.21% | 17,062 | $1,329,682 | $1,413,245 | +$83,563 | +6.28% |
Frequently asked questions about FVAL
Who owns the most FVAL stock?
The largest holders of FVAL 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 VALUE FACTOR ETF (FVAL).
Is FVAL widely held by superinvestors?
Many widely followed stocks like FVAL appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FVAL 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.