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Fidelity Value Factor ETF (FVAL) Institutional Ownership

Fidelity Value Factor ETF logo
$67.63 -0.08 (-0.12%)
Closing price 03:59 PM Eastern
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$67.60 -0.02 (-0.04%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Fidelity Value Factor ETF (NYSEARCA:FVAL)

Number of
Institutional Buyers
(last 12 months)
94
Total
Institutional Inflows
(last 12 months)
$322.78M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$458.21M
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Skip Chart & View Institutional Buying and Selling Data

FVAL Institutional Buying and Selling by Quarter

Fidelity Value Factor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025Osaic Holdings Inc.246,102$15.72M0.0%-0.9%1.619%
8/27/2025Orion Porfolio Solutions LLC31,823$2.03M0.0%+22.0%0.209%
8/26/2025Thrivent Financial for Lutherans26,970$1.72M0.0%-95.3%0.177%
8/19/2025B. Riley Wealth Advisors Inc.17,973$1.15M0.1%N/A0.118%
8/18/2025Kestra Investment Management LLC3,497$223K0.0%N/A0.023%
8/15/2025Orion Porfolio Solutions LLC8,966$573K0.0%-65.6%0.059%
8/15/2025MML Investors Services LLC12,236$781K0.0%+50.2%0.081%
8/15/2025Bank of America Corp DE140,932$9.00M0.0%+7.9%0.927%
8/14/2025Jane Street Group LLC9,283$593K0.0%N/A0.061%
8/14/2025Raymond James Financial Inc.32,636$2.08M0.0%+18.4%0.215%
8/14/2025Darwin Wealth Management LLC16,818$1.07M0.4%N/A0.111%
8/14/2025Quantinno Capital Management LP5,324$340K0.0%N/A0.035%
8/14/2025Clarity Asset Management Inc.2,129$136K0.1%-6.9%0.014%
8/14/2025NewEdge Advisors LLC7,775$497K0.0%+6.9%0.051%
8/14/2025Goodwin Investment Advisory78,879$5.04M5.8%+21.0%0.519%
8/13/2025Twin Peaks Wealth Advisors LLC982$65K0.0%N/A0.006%
8/13/2025Northwestern Mutual Wealth Management Co.4,062$259K0.0%-45.0%0.027%
8/12/2025J.W. Cole Advisors Inc.13,969$892K0.0%+3.0%0.092%
8/12/2025Global Retirement Partners LLC5,645$361K0.0%N/A0.037%
8/12/2025MAI Capital Management150,335$9.60M0.1%+0.1%0.989%
8/12/2025JPMorgan Chase & Co.208,079$13.29M0.0%+7.4%1.369%
8/11/2025Traub Capital Management LLC18,915$1.21M1.1%N/A0.125%
8/8/2025Rockefeller Capital Management L.P.26,785$1.71M0.0%+6.5%0.177%
8/8/2025Thoroughbred Financial Services LLC4,933$315K0.0%-62.1%0.033%
8/8/2025Cetera Investment Advisers177,883$11.36M0.0%+7.9%1.174%
8/8/2025Creative Planning110,004$7.03M0.0%-2.7%0.726%
8/8/2025Condor Capital Management109,495$6.99M0.6%+2.0%0.723%
8/8/2025Foundations Investment Advisors LLC15,056$962K0.0%+13.9%0.099%
8/7/2025New England Private Wealth Advisors LLC3,315$215K0.0%N/A0.022%
8/7/2025Samalin Investment Counsel LLC9,090$581K0.2%-18.3%0.060%
8/6/2025AE Wealth Management LLC22,959$1.47M0.0%-76.0%0.152%
8/6/2025Forbes Financial Planning Inc.84,443$5.39M3.6%-24.8%0.557%
8/6/2025Commonwealth Equity Services LLC830,198$53.03M0.1%-2.7%5.480%
8/1/2025Cedar Point Capital Partners LLC56,078$3.58M2.5%+5.9%0.370%
8/1/2025GWN Securities Inc.9,057$579K0.1%-12.3%0.060%
8/1/2025Schmidt P J Investment Management Inc.13,335$852K0.1%+185.0%0.088%
8/1/2025Envestnet Asset Management Inc.1,398,051$89.29M0.0%+7.2%9.228%
7/30/2025Strategic Blueprint LLC14,467$924K0.0%N/A0.095%
7/30/2025Cullen Frost Bankers Inc.7,669$490K0.0%+17.9%0.051%
7/29/2025Spectrum Investment Advisors Inc.15,089$964K0.6%+6.0%0.100%
7/29/2025Primoris Wealth Advisors LLC45,482$2.91M2.0%+40.1%0.300%
7/28/2025Sagespring Wealth Partners LLC4,020$257K0.0%-62.4%0.027%
7/25/2025Atria Wealth Solutions Inc.27,598$1.77M0.0%-8.5%0.182%
7/25/2025Envestnet Portfolio Solutions Inc.29,371$1.88M0.0%+12.7%0.194%
7/24/2025IFP Advisors Inc3,317$212K0.0%+5.6%0.022%
7/23/2025Valmark Advisers Inc.24,748$1.58M0.0%+0.7%0.163%
7/23/2025Sax Wealth Advisors LLC64,778$4.14M0.2%+9.4%0.428%
7/21/2025Ameritas Advisory Services LLC3,496$223K0.0%-62.9%0.023%
7/21/2025Custos Family Office LLC321,535$20.54M6.5%+0.7%2.122%
7/17/2025Montis Financial LLC13,560$866K0.2%-3.7%0.090%
7/15/2025LVZ Inc.28,311$1.81M0.2%N/A0.187%
7/11/2025Bouvel Investment Partners LLC45,304$2.89M1.0%-9.6%0.299%
7/11/2025Farther Finance Advisors LLC4,152$265K0.0%+4,672.4%0.027%
7/10/2025Wealth Enhancement Advisory Services LLC10,375$672K0.0%-6.9%0.068%
7/10/2025Signal Advisors Wealth LLC4,211$269K0.0%-10.5%0.028%
7/9/2025Dynamic Advisor Solutions LLC178,222$11.38M0.4%+2.5%1.176%
7/9/2025High Probability Advisors LLC414,937$26.50M4.0%+9.8%2.739%
5/21/2025Schmidt P J Investment Management Inc.4,679$279K0.1%N/A0.030%
5/16/2025Ascent Group LLC5,063$302K0.0%N/A0.033%
5/16/2025Goldman Sachs Group Inc.27,791$1.66M0.0%N/A0.185%
5/16/2025Jones Financial Companies Lllp1,282$76K0.0%-85.4%0.008%
5/16/2025NewEdge Advisors LLC7,274$433K0.0%-5.8%0.048%
5/15/2025Royal Bank of Canada165,041$9.84M0.0%+0.5%1.082%
5/15/2025MAI Capital Management150,146$8.95M0.1%-0.9%0.985%
5/14/2025Samalin Investment Counsel LLC11,131$663K0.3%-22.9%0.073%
5/14/2025Cedar Point Capital Partners LLC52,941$3.16M2.1%+1.3%0.347%
5/14/2025Sax Wealth Advisors LLC59,202$3.53M0.3%+81.6%0.388%
5/14/2025Kestra Advisory Services LLC149,188$8.89M0.0%+1.4%0.978%
5/14/2025Flow Traders U.S. LLC27,706$1.65M0.1%N/A0.182%
5/12/2025Condor Capital Management107,365$6.40M0.6%+3.2%0.704%
5/9/2025Altfest L J & Co. Inc.41,323$2.46M0.3%-13.0%0.271%
5/9/2025Atria Wealth Solutions Inc.30,177$1.80M0.0%+15.0%0.198%
5/9/2025Thoroughbred Financial Services LLC13,028$776K0.0%+4.6%0.085%
5/9/2025Commonwealth Equity Services LLC853,494$50.86M0.1%-6.0%5.597%
5/8/2025Certified Advisory Corp5,440$324K0.0%+55.1%0.036%
5/8/2025Hoxton Planning & Management LLC8,830$526K0.2%N/A0.058%
5/8/2025Arkadios Wealth Advisors3,635$217K0.0%N/A0.024%
5/7/2025Foundations Investment Advisors LLC13,221$788K0.0%+287.6%0.087%
5/7/2025Vantage Financial Partners LLC146,079$8.71M2.2%+116.2%0.958%
5/7/2025LPL Financial LLC254,081$15.14M0.0%+33.8%1.666%
5/6/2025Assetmark Inc.3,561$212K0.0%+29.6%0.023%
5/6/2025Cetera Investment Advisers164,881$9.83M0.0%+40.5%1.081%
5/6/2025Kovack Advisors Inc.5,531$330K0.0%+7.4%0.036%
5/6/2025AE Wealth Management LLC95,701$5.70M0.0%+7.3%0.628%
5/6/2025Goodwin Investment Advisory65,187$3.88M6.0%-65.7%0.427%
5/6/2025PFG Advisors42,753$2.55M0.1%-4.6%0.280%
5/5/2025J.W. Cole Advisors Inc.13,567$808K0.0%+68.2%0.089%
5/5/2025IFP Advisors Inc3,141$187K0.0%N/A0.021%
5/5/2025Mowery & Schoenfeld Wealth Management LLC861$51K0.1%N/A0.006%
5/5/2025Kestra Private Wealth Services LLC101,902$6.07M0.1%+18.9%0.668%
5/2/2025Montis Financial LLC14,087$839K0.2%-16.2%0.092%
5/2/2025Dynasty Wealth Management LLC4,868$290K0.0%-99.8%0.032%
5/2/2025Cullen Frost Bankers Inc.6,507$388K0.0%+142.5%0.043%
5/2/2025Sigma Planning Corp23,943$1.43M0.0%+22.8%0.157%
5/1/2025Prism Advisors Inc.81,530$4.86M1.5%-12.0%0.535%
4/30/2025Cerity Partners LLC7,845$468K0.0%+11.0%0.051%
4/30/2025Allworth Financial LP9,544$549K0.0%+2.9%0.063%
4/30/2025Axxcess Wealth Management LLC4,230$252K0.0%N/A0.028%
4/30/2025Crossmark Global Holdings Inc.9,120$543K0.0%N/A0.060%
4/29/2025Envestnet Asset Management Inc.1,303,785$77.69M0.0%+14.6%8.549%
(Data available from 1/1/2016 forward)

FVAL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FVAL shares?

During the previous two years, 131 institutional investors and hedge funds held shares of Fidelity Value Factor ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($89.29M), Commonwealth Equity Services LLC ($53.03M), FMR LLC ($51.31M), High Probability Advisors LLC ($26.50M), Custos Family Office LLC ($20.54M), Osaic Holdings Inc. ($15.72M), and LPL Financial LLC ($15.14M).Learn more on Fidelity Value Factor ETF's institutional investors.

Which institutional investors have been buying Fidelity Value Factor ETF's stock?

Of the 121 institutional investors that purchased Fidelity Value Factor ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sagespring Wealth Partners LLC ($1.95M), JPMorgan Chase & Co. ($1.39M), Envestnet Asset Management Inc. ($511.79K), Commonwealth Equity Services LLC ($446.68K), Avidian Wealth Enterprises LLC ($252.01K), Custos Family Office LLC ($238.51K), and FMR LLC ($227.21K).

How much institutional buying is happening at Fidelity Value Factor ETF?

Institutional investors have bought a total of 5,264,894 shares in the last 24 months. This purchase volume represents approximately $322.78M in transactions.

Which of Fidelity Value Factor ETF's major shareholders have been selling company stock?

Of the 48 institutional investors that sold Fidelity Value Factor ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Dynasty Wealth Management LLC ($3.58M), Sagespring Wealth Partners LLC ($1.94M), Goodwin Investment Advisory ($757.84K), Thrivent Financial for Lutherans ($549.03K), Prism Advisors Inc. ($357.35K), Commonwealth Equity Services LLC ($77.45K), and AE Wealth Management LLC ($72.74K).

How much institutional selling is happening at Fidelity Value Factor ETF?

Institutional investors have sold a total of 7,557,245 shares in the last 24 months. This volume of shares sold represents approximately $458.21M in transactions.


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This page (NYSEARCA:FVAL) was last updated on 9/10/2025 by MarketBeat.com Staff
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