FIDELITY US MULTIFACTOR ETF (FLRG) Institutional Shareholders
FIDELITY US MULTIFACTOR ETF (FLRG) 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 $86.67M in FLRG holdings during the latest filing period.
Commonwealth Equity Services, Llc is currently the largest disclosed institutional shareholder of FLRG tracked by InsiderSet, reporting ownership valued at approximately $29.66M 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 $30.72M, representing an estimated gain of +3.57% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 85% of the total disclosed FLRG value among the investors covered in this analysis. Major shareholders include Commonwealth Equity Services, Llc, Berman Mcaleer Llc, Advisory Services Network, Llc, and several other long-term asset managers with concentrated positions in FIDELITY US MULTIFACTOR ETF (FLRG).
This page ranks the largest institutional FLRG 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
46
Total Reported Value
$86.67M
Largest Holder
Commonwealth Equity Services, Llc
Largest Position
$29.66M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
57
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 | 0.04% | 722,984 | $29,659,410 | $30,717,494 | +$1,058,084 | +3.57% | |
| Berman Mcaleer Llc | 1.57% | 331,532 | $13,600,652 | $14,085,833 | +$485,181 | +3.57% | |
| Advisory Services Network, Llc | 0.10% | 217,760 | $8,933,284 | $9,251,991 | +$318,707 | +3.57% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 180,687 | $7,438,886 | $7,676,867 | +$237,981 | +3.20% | |
| Centennial Wealth Advisory Llc | 0.74% | 83,823 | $3,438,758 | $3,561,396 | +$122,638 | +3.57% | |
| Western Wealth Management, Llc | 0.10% | 77,080 | $3,162,110 | $3,274,906 | +$112,796 | +3.57% | |
| Kestra Advisory Services, Llc | 0.01% | 50,855 | $2,086,249 | $2,160,681 | +$74,432 | +3.57% | |
| Principal Securities, Inc. | 0.02% | 49,438 | $2,028,136 | $2,100,477 | +$72,341 | +3.57% | |
| Citadel Advisors Llc | 0.00% | 46,168 | $1,893,978 | $1,961,544 | +$67,566 | +3.57% | |
| Susquehanna International Group, Llp | 0.00% | 37,045 | $1,519,719 | $1,573,935 | +$54,216 | +3.57% | |
| Osaic Holdings, Inc. | 0.00% | 36,366 | $1,492,180 | $1,545,086 | +$52,906 | +3.55% | |
| Raymond James Financial Inc | 0.00% | 29,743 | $1,220,165 | $1,263,694 | +$43,529 | +3.57% | |
| Goldman Sachs Group Inc | 0.00% | 28,635 | $1,174,711 | $1,216,618 | +$41,907 | +3.57% | |
| Sovran Advisors, Llc | 0.09% | 28,254 | $1,168,783 | $1,200,431 | +$31,648 | +2.71% | |
| World Investment Advisors | 0.02% | 31,348 | $1,153,293 | $1,331,886 | +$178,593 | +15.49% | |
| Fmr Llc | 0.00% | 23,017 | $944,246 | $977,926 | +$33,680 | +3.57% | |
| Lpl Financial Llc | 0.00% | 13,653 | $560,095 | $580,076 | +$19,981 | +3.57% | |
| Morgan Stanley | 0.00% | 12,691 | $520,631 | $539,204 | +$18,573 | +3.57% | |
| Creativeone Wealth, Llc | 0.01% | 11,843 | $485,828 | $503,175 | +$17,347 | +3.57% | |
| Kestra Private Wealth Services, Llc | 0.01% | 11,546 | $473,644 | $490,556 | +$16,912 | +3.57% | |
| Williams & Novak, Llc | 0.28% | 10,341 | $424,245 | $439,359 | +$15,114 | +3.56% | |
| Beacon Capital Management, Llc | 0.06% | 10,061 | $412,743 | $427,463 | +$14,720 | +3.57% | |
| Jpmorgan Chase & Co | 0.00% | 9,610 | $392,050 | $408,301 | +$16,251 | +4.15% | |
| Cetera Investment Advisers | 0.00% | 9,487 | $389,175 | $403,075 | +$13,900 | +3.57% | |
| Mutual Advisors, Llc | 0.01% | 7,623 | $312,722 | $323,879 | +$11,157 | +3.57% | |
| Savvy Advisors, Inc. | 0.01% | 7,406 | $303,810 | $314,659 | +$10,849 | +3.57% | |
| Jane Street Group, Llc | 0.00% | 6,899 | $283,022 | $293,119 | +$10,097 | +3.57% | |
| High Point Wealth Management, Llc | 0.21% | 6,244 | $256,141 | $265,289 | +$9,148 | +3.57% | |
| Brighton Jones Llc | 0.00% | 6,076 | $249,268 | $258,152 | +$8,884 | +3.56% | |
| Alliance Wealth Advisors, Llc | 0.08% | 5,068 | $207,908 | $215,325 | +$7,417 | +3.57% | |
| Ubs Group Ag | 0.00% | 4,744 | $194,618 | $201,559 | +$6,941 | +3.57% | |
| Harbour Investments, Inc. | 0.00% | 1,440 | $59,065 | $61,181 | +$2,116 | +3.58% | |
| Evolution Wealth Management Inc. | 0.03% | 1,436 | $58,910 | $61,011 | +$2,101 | +3.57% | |
| Sunbelt Securities, Inc. | 0.00% | 913 | $33,595 | $38,791 | +$5,196 | +15.47% | |
| Federation Des Caisses Desjardins Du Quebec | 0.00% | 640 | $26,255 | $27,192 | +$937 | +3.57% | |
| Ifg Advisory, Llc | 0.00% | 526 | $21,578 | $22,348 | +$770 | +3.57% | |
| Bank Of Montreal | 0.00% | 490 | $20,102 | $20,819 | +$717 | +3.57% | |
| Cwm, Llc | 0.00% | 495 | $18,211 | $21,031 | +$2,820 | +15.49% | |
| Private Wealth Asset Management, Llc | 0.00% | 383 | $15,696 | $16,273 | +$577 | +3.67% | |
| National Bank Of Canada | 0.00% | 285 | $11,679 | $12,109 | +$430 | +3.68% | |
| Wells Fargo & Company/Mn | 0.00% | 251 | $10,297 | $10,664 | +$367 | +3.57% | |
| Quest 10 Wealth Builders, Inc. | 0.00% | 115 | $4,718 | $4,886 | +$168 | +3.56% | |
| Geneos Wealth Management Inc. | 0.00% | 109 | $4,466 | $4,631 | +$165 | +3.70% | |
| Key Capital Management, Inc | 0.00% | 104 | $4,266 | $4,419 | +$153 | +3.58% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 23,535 | $965 | $999,934 | +$998,969 | +103520.09% | |
| Raleigh Capital Management Inc. | 0.00% | 1 | $26 | $42 | +$16 | +63.41% |
Frequently asked questions about FLRG
Who owns the most FLRG stock?
The largest holders of FLRG 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 US MULTIFACTOR ETF (FLRG).
Is FLRG widely held by superinvestors?
Many widely followed stocks like FLRG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FLRG 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.