Who owns Fidelity Momentum Factor ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FDMO from SEC Form 13F filings across 119 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 119 institutions disclosed 7.2M shares of Fidelity Momentum Factor ETF worth $710.2M — about 69.5% of shares outstanding; the largest disclosed holder is FMR LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
119
13F holders
$710.2M
value, 2026 filers
69.5%
of shares outstanding (7.2M sh)
31
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of FDMO's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | 2.7M | $269.2M | 0.0% | 26.3% | -10.6% |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 1.5M | $144.2M | 0.0% | 14.1% | +3.4% |
| 3 | RAYMOND JAMES FINANCIAL INC | 263,839 | $26.0M | 0.0% | 2.5% | +54.3% |
| 4 | Kestra Advisory Services, LLC | 224,914 | $22.2M | 0.1% | 2.2% | +7.3% |
| 5 | Cetera Investment Advisers | 218,910 | $21.6M | 0.0% | 2.1% | +6.4% |
| 6 | LPL Financial LLC | 175,534 | $17.3M | 0.0% | 1.7% | +20.9% |
| 7 | Marks Group Wealth Management, Inc | 172,437 | $17.0M | 1.5% | 1.7% | +102.6% |
| 8 | Portfolio Strategies, Inc. | 150,137 | $14.8M | 1.5% | 1.4% | -0.6% |
| 9 | Great Lakes Retirement, Inc. | 137,003 | $13.5M | 1.2% | 1.3% | -0.5% |
| 10 | Elevation Capital Advisory, LLCNEW | 127,358 | $12.6M | 4.8% | 1.2% | new |
| 11 | MORGAN STANLEY | 106,450 | $10.5M | 0.0% | 1% | +323.3% |
| 12 | Cambridge Investment Research Advisors, Inc. | 105,413 | $10.4M | 0.0% | 1% | +4.1% |
| 13 | Mosley Wealth Management | 87,063 | $8.6M | 2.7% | 0.8% | +1179.2% |
| 14 | First Heartland Consultants, Inc. | 83,981 | $8.3M | 0.5% | 0.8% | -9.8% |
| 15 | JPMORGAN CHASE & CO | 83,654 | $8.2M | 0.0% | 0.8% | -6.0% |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 72,098 | $7.1M | 0.0% | 0.7% | -17.3% |
| 17 | KESTRA PRIVATE WEALTH SERVICES, LLC | 68,792 | $6.8M | 0.1% | 0.7% | -3.1% |
| 18 | GOLDMAN SACHS GROUP INC | 62,971 | $6.2M | 0.0% | 0.6% | 0.0% |
| 19 | Cerity Partners LLC | 54,666 | $5.4M | 0.0% | 0.5% | -4.2% |
| 20 | ADVISORTRUST PARTNERS, LLCNEW | 51,975 | $5.1M | 1.8% | 0.5% | new |
| 21 | OSAIC HOLDINGS, INC. | 49,900 | $4.9M | 0.0% | 0.5% | +84.9% |
| 22 | TWO SIGMA INVESTMENTS, LP | 45,700 | $4.5M | 0.0% | 0.4% | +319.3% |
| 23 | Strategic Blueprint, LLC | 44,403 | $4.4M | 0.2% | 0.4% | +31.8% |
| 24 | Nova Wealth Management, Inc.NEW | 39,016 | $3.8M | 2.1% | 0.4% | new |
| 25 | NewEdge Advisors, LLC | 32,285 | $3.2M | 0.0% | 0.3% | +42.2% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.