FIDELITY HIGH DIVIDEND ETF (FDVV) Institutional Shareholders
FIDELITY HIGH DIVIDEND ETF (FDVV) 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 $3.86B in FDVV holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of FDVV tracked by InsiderSet, reporting ownership valued at approximately $452.16M 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 $474.74M, representing an estimated gain of +4.99% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 47% of the total disclosed FDVV value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Commonwealth Equity Services, Llc, Retirement Planning Group, Llc, and several other long-term asset managers with concentrated positions in FIDELITY HIGH DIVIDEND ETF (FDVV).
This page ranks the largest institutional FDVV 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
513
Total Reported Value
$3.86B
Largest Holder
Lpl Financial Llc
Largest Position
$452.16M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
44
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.10% | 7,499,779 | $452,161,640 | $474,736,011 | +$22,574,371 | +4.99% | |
| Commonwealth Equity Services, Llc | 0.23% | 2,987,353 | $180,107,526 | $189,099,445 | +$8,991,919 | +4.99% | |
| Retirement Planning Group, Llc | 4.33% | 2,823,822 | $170,248,219 | $178,747,933 | +$8,499,714 | +4.99% | |
| Morgan Stanley | 0.01% | 2,713,339 | $163,587,281 | $171,754,359 | +$8,167,078 | +4.99% | |
| Envestnet Asset Management Inc | 0.04% | 2,581,834 | $155,658,769 | $163,430,092 | +$7,771,323 | +4.99% | |
| Bank Of America Corp | 0.01% | 2,541,625 | $153,234,556 | $160,884,863 | +$7,650,307 | +4.99% | |
| Raymond James Financial Inc | 0.04% | 2,331,510 | $140,566,768 | $147,584,583 | +$7,017,815 | +4.99% | |
| Jpmorgan Chase & Co | 0.01% | 2,175,133 | $131,247,582 | $137,685,919 | +$6,438,337 | +4.91% | |
| Cetera Investment Advisers | 0.12% | 2,117,713 | $127,676,935 | $134,051,233 | +$6,374,298 | +4.99% | |
| Osaic Holdings, Inc. | 0.14% | 1,984,267 | $119,669,898 | $125,604,101 | +$5,934,203 | +4.96% | |
| Dynasty Wealth Management, Llc | 0.85% | 1,888,109 | $113,834,078 | $119,517,300 | +$5,683,222 | +4.99% | |
| Wells Fargo & Company/Mn | 0.02% | 1,855,417 | $111,863,093 | $117,447,896 | +$5,584,803 | +4.99% | |
| Kestra Advisory Services, Llc | 0.28% | 1,440,288 | $86,834,948 | $91,170,230 | +$4,335,282 | +4.99% | |
| Sagespring Wealth Partners, Llc | 1.30% | 1,400,766 | $84,452,161 | $88,668,488 | +$4,216,327 | +4.99% | |
| Arkadios Wealth Advisors | 0.76% | 816,312 | $49,215,408 | $51,672,550 | +$2,457,142 | +4.99% | |
| Mml Investors Services, Llc | 0.09% | 753,964 | $45,456,508 | $47,725,921 | +$2,269,413 | +4.99% | |
| Mcilrath & Eck, Llc | 3.02% | 736,989 | $40,711,283 | $46,651,404 | +$5,940,121 | +14.59% | |
| Childress Capital Advisors, Llc | 6.53% | 661,037 | $39,853,921 | $41,843,642 | +$1,989,721 | +4.99% | |
| Victory Financial Group, Llc | 4.06% | 640,420 | $38,610,939 | $40,538,586 | +$1,927,647 | +4.99% | |
| Royal Bank Of Canada | 0.01% | 639,618 | $38,562,000 | $40,487,819 | +$1,925,819 | +4.99% | |
| Allworth Financial Lp | 0.15% | 586,977 | $35,388,849 | $37,155,644 | +$1,766,795 | +4.99% | |
| Mariner, Llc | 0.04% | 566,766 | $34,170,304 | $35,876,288 | +$1,705,984 | +4.99% | |
| Private Advisor Group, Llc | 0.15% | 537,233 | $32,389,812 | $34,006,849 | +$1,617,037 | +4.99% | |
| Woodard & Co Asset Management Group Inc | 3.77% | 433,835 | $26,155,920 | $27,461,756 | +$1,305,836 | +4.99% | |
| Wealth Enhancement Advisory Services, Llc | 0.04% | 392,253 | $24,374,620 | $24,829,615 | +$454,995 | +1.87% | |
| Assuredpartners Investment Advisors, Llc | 2.36% | 403,891 | $24,350,605 | $25,566,300 | +$1,215,695 | +4.99% | |
| Integrated Wealth Concepts Llc | 0.10% | 339,014 | $20,438,908 | $21,459,586 | +$1,020,678 | +4.99% | |
| Milestone Investment Advisors Llc | 4.23% | 324,499 | $19,564,074 | $20,540,787 | +$976,713 | +4.99% | |
| Aa Financial Advisors, Llc | 2.33% | 321,175 | $19,363,641 | $20,330,378 | +$966,737 | +4.99% | |
| Flagship Wealth Advisors, Llc | 4.20% | 310,950 | $18,747,176 | $19,683,135 | +$935,959 | +4.99% | |
| Equitable Holdings, Inc. | 0.11% | 306,832 | $18,498,918 | $19,422,466 | +$923,548 | +4.99% | |
| Stratos Investment Management, Llc | 0.66% | 303,753 | $18,313,288 | $19,227,565 | +$914,277 | +4.99% | |
| D.A. Davidson & Co. | 0.10% | 300,253 | $18,102,267 | $19,006,015 | +$903,748 | +4.99% | |
| Calton & Associates, Inc. | 2.60% | 294,506 | $17,755,769 | $18,642,230 | +$886,461 | +4.99% | |
| Prime Capital Investment Advisors, Llc | 0.16% | 280,456 | $16,908,722 | $17,752,865 | +$844,143 | +4.99% | |
| Regimen Wealth, Llc | 4.53% | 278,629 | $16,798,558 | $17,637,216 | +$838,658 | +4.99% | |
| Ifp Advisors, Inc | 0.29% | 263,334 | $15,876,407 | $16,669,042 | +$792,635 | +4.99% | |
| World Investment Advisors | 0.26% | 281,528 | $15,579,909 | $17,820,722 | +$2,240,813 | +14.38% | |
| Fifth Third Securities, Inc. | 0.84% | 243,868 | $14,702,802 | $15,436,844 | +$734,042 | +4.99% | |
| Prentice Wealth Management Llc | 3.03% | 243,752 | $14,695,808 | $15,429,502 | +$733,694 | +4.99% | |
| Clark Wealth Partners | 8.14% | 239,160 | $14,418,943 | $15,138,828 | +$719,885 | +4.99% | |
| Gts Securities Llc | 0.30% | 235,485 | $14,197,391 | $14,906,201 | +$708,810 | +4.99% | |
| Rooted Wealth Advisors, Inc. | 3.47% | 235,327 | $14,187,868 | $14,896,199 | +$708,331 | +4.99% | |
| Fmr Llc | 0.00% | 233,218 | $14,060,723 | $14,762,699 | +$701,976 | +4.99% | |
| Independence Financial Advisors, Llc | 3.57% | 227,992 | $13,745,623 | $14,431,894 | +$686,271 | +4.99% | |
| Truist Financial Corp | 0.02% | 224,204 | $13,517,277 | $14,192,113 | +$674,836 | +4.99% | |
| Advisory Services Network, Llc | 0.15% | 221,603 | $13,360,453 | $14,027,470 | +$667,017 | +4.99% | |
| Per Stirling Capital Management, Llc. | 1.26% | 219,942 | $13,260,324 | $13,922,329 | +$662,005 | +4.99% | |
| Performance Wealth Partners, Llc | 0.33% | 219,333 | $13,223,581 | $13,883,779 | +$660,198 | +4.99% | |
| Citadel Advisors Llc | 0.01% | 213,763 | $12,887,771 | $13,531,198 | +$643,427 | +4.99% |
Frequently asked questions about FDVV
Who owns the most FDVV stock?
The largest holders of FDVV 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 HIGH DIVIDEND ETF (FDVV).
Is FDVV widely held by superinvestors?
Many widely followed stocks like FDVV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FDVV 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.