FIDELITY INTL VAL FACTOR ETF (FIVA) Institutional Shareholders
FIDELITY INTL VAL FACTOR ETF (FIVA) 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 $269.99M in FIVA holdings during the latest filing period.
Commonwealth Equity Services, Llc is currently the largest disclosed institutional shareholder of FIVA tracked by InsiderSet, reporting ownership valued at approximately $58.77M 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 $61.32M, representing an estimated gain of +4.34% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed FIVA value among the investors covered in this analysis. Major shareholders include Commonwealth Equity Services, Llc, Fmr Llc, Osaic Holdings, Inc., and several other long-term asset managers with concentrated positions in FIDELITY INTL VAL FACTOR ETF (FIVA).
This page ranks the largest institutional FIVA 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
97
Total Reported Value
$269.99M
Largest Holder
Commonwealth Equity Services, Llc
Largest Position
$58.77M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
112
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Commonwealth Equity Services, Llc | 0.07% | 1,525,685 | $58,769,384 | $61,317,280 | +$2,547,896 | +4.34% | |
| Fmr Llc | 0.00% | 1,490,416 | $57,410,826 | $59,899,819 | +$2,488,993 | +4.34% | |
| Osaic Holdings, Inc. | 0.02% | 463,678 | $16,140,597 | $18,635,219 | +$2,494,622 | +15.46% | |
| Lpl Financial Llc | 0.00% | 394,853 | $15,209,735 | $15,869,142 | +$659,407 | +4.34% | |
| Cetera Investment Advisers | 0.01% | 244,555 | $9,420,272 | $9,828,665 | +$408,393 | +4.34% | |
| Summit Wealth Group Llc / Co | 0.70% | 220,817 | $8,505,871 | $8,874,635 | +$368,764 | +4.34% | |
| Envestnet Asset Management Inc | 0.00% | 220,463 | $8,492,234 | $8,860,408 | +$368,174 | +4.34% | |
| Kingsview Wealth Management, Llc | 0.10% | 217,862 | $7,583,776 | $8,755,874 | +$1,172,098 | +15.46% | |
| Kestra Advisory Services, Llc | 0.02% | 185,272 | $7,136,678 | $7,446,082 | +$309,404 | +4.34% | |
| Holland Advisory Services, Inc. | 7.84% | 184,197 | $7,095,269 | $7,402,877 | +$307,608 | +4.34% | |
| D.A. Davidson & Co. | 0.04% | 178,078 | $6,859,565 | $7,156,955 | +$297,390 | +4.34% | |
| Royal Bank Of Canada | 0.00% | 191,532 | $6,667,000 | $7,697,671 | +$1,030,671 | +15.46% | |
| Omnistar Financial Group, Inc. | 2.59% | 145,704 | $5,612,538 | $5,855,844 | +$243,306 | +4.34% | |
| Jpmorgan Chase & Co | 0.00% | 128,403 | $4,923,011 | $5,160,517 | +$237,506 | +4.82% | |
| Jane Street Group, Llc | 0.00% | 130,925 | $4,557,499 | $5,261,876 | +$704,377 | +15.46% | |
| Braeburn Wealth Management Llc | 1.85% | 112,099 | $4,318,015 | $4,505,259 | +$187,244 | +4.34% | |
| Roan Capital Partners | 3.20% | 100,174 | $3,858,702 | $4,025,993 | +$167,291 | +4.34% | |
| Cadent Capital Advisors, Llc | 0.62% | 77,443 | $2,983,088 | $3,112,434 | +$129,346 | +4.34% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 62,432 | $2,426,733 | $2,509,142 | +$82,409 | +3.40% | |
| Bank Of America Corp | 0.00% | 55,766 | $1,941,214 | $2,241,236 | +$300,022 | +15.46% | |
| Raymond James Financial Inc | 0.00% | 50,368 | $1,753,310 | $2,024,290 | +$270,980 | +15.46% | |
| Mariner, Llc | 0.00% | 45,347 | $1,746,783 | $1,822,496 | +$75,713 | +4.33% | |
| Citadel Advisors Llc | 0.00% | 47,476 | $1,652,640 | $1,908,060 | +$255,420 | +15.46% | |
| Inspire Advisors, Llc | 0.11% | 40,843 | $1,573,272 | $1,641,480 | +$68,208 | +4.34% | |
| &Partners | 0.01% | 36,475 | $1,419,462 | $1,465,930 | +$46,468 | +3.27% | |
| Evergreen Capital Management Llc | 0.02% | 35,825 | $1,379,979 | $1,439,807 | +$59,828 | +4.34% | |
| Midwest Financial Network, Llc | 0.93% | 35,525 | $1,368,073 | $1,427,750 | +$59,677 | +4.36% | |
| Sei Investments Co | 0.00% | 38,411 | $1,337,080 | $1,543,738 | +$206,658 | +15.46% | |
| Benjamin Edwards Inc | 0.01% | 34,445 | $1,326,820 | $1,384,345 | +$57,525 | +4.34% | |
| Great Valley Advisor Group, Inc. | 0.02% | 30,967 | $1,192,855 | $1,244,564 | +$51,709 | +4.33% | |
| Compound Planning, Inc. | 0.03% | 29,998 | $1,155,528 | $1,205,620 | +$50,092 | +4.33% | |
| Johnson Investment Counsel Inc | 0.01% | 29,423 | $1,133,393 | $1,182,510 | +$49,117 | +4.33% | |
| Align Financial, Llc | 0.54% | 28,086 | $1,081,873 | $1,128,776 | +$46,903 | +4.34% | |
| Rcs Financial Planning, Llc | 0.47% | 25,944 | $999,363 | $1,042,689 | +$43,326 | +4.34% | |
| Ameriprise Financial Inc | 0.00% | 23,895 | $831,785 | $960,340 | +$128,555 | +15.46% | |
| Patriot Financial Group Insurance Agency, Llc | 0.08% | 21,077 | $811,883 | $847,085 | +$35,202 | +4.34% | |
| Gts Securities Llc | 0.03% | 23,062 | $802,788 | $926,862 | +$124,074 | +15.46% | |
| Arkadios Wealth Advisors | 0.01% | 19,591 | $754,644 | $787,362 | +$32,718 | +4.34% | |
| Principal Securities, Inc. | 0.01% | 18,188 | $700,582 | $730,976 | +$30,394 | +4.34% | |
| Hbk Sorce Advisory Llc | 0.01% | 17,076 | $679,796 | $686,284 | +$6,488 | +0.95% | |
| Ameritas Advisory Services, Llc | 0.02% | 16,039 | $558,318 | $644,607 | +$86,289 | +15.46% | |
| Focus Financial Network, Inc. | 0.01% | 10,383 | $399,967 | $417,293 | +$17,326 | +4.33% | |
| Clarity Asset Management, Inc. | 0.18% | 9,779 | $376,676 | $393,018 | +$16,342 | +4.34% | |
| Stifel Financial Corp | 0.00% | 8,768 | $337,743 | $352,386 | +$14,643 | +4.34% | |
| Accelerate Investment Advisors Llc | 0.18% | 8,129 | $313,138 | $326,705 | +$13,567 | +4.33% | |
| Mml Investors Services, Llc | 0.00% | 7,876 | $303,389 | $316,536 | +$13,147 | +4.33% | |
| J.W. Cole Advisors, Inc. | 0.01% | 7,817 | $301,127 | $314,165 | +$13,038 | +4.33% | |
| Rda Financial Network | 0.06% | 7,190 | $276,959 | $288,966 | +$12,007 | +4.34% | |
| Flagship Wealth Advisors, Llc | 0.06% | 6,972 | $268,566 | $280,205 | +$11,639 | +4.33% | |
| Asset Allocation Strategies Llc | 0.05% | 7,626 | $265,461 | $306,489 | +$41,028 | +15.46% |
Frequently asked questions about FIVA
Who owns the most FIVA stock?
The largest holders of FIVA 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 INTL VAL FACTOR ETF (FIVA).
Is FIVA widely held by superinvestors?
Many widely followed stocks like FIVA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FIVA 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.