Who owns Fidelity Dividend ETF for Rising Rates?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FDRR from SEC Form 13F filings across 114 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, 114 institutions disclosed 3.9M shares of Fidelity Dividend ETF for Rising Rates worth $245.0M — about 37% of shares outstanding; the largest disclosed holder is Ameritas Advisory Services, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
114
13F holders
$245.0M
value, 2026 filers
37%
of shares outstanding (3.9M sh)
19
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 FDRR's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Ameritas Advisory Services, LLC | 1.1M | $70.9M | 1.4% | 10.4% | +52.3% |
| 2 | LPL Financial LLC | 287,988 | $18.7M | 0.0% | 2.7% | -7.2% |
| 3 | EP Wealth Advisors, LLC | 278,867 | $18.1M | 0.1% | 2.7% | -7.6% |
| 4 | BANK OF AMERICA CORP /DE/ | 235,076 | $15.3M | 0.0% | 2.2% | -4.4% |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 145,145 | $9.4M | 0.0% | 1.4% | -4.6% |
| 6 | Charter Capital Management, LLC\DE | 134,216 | $8.7M | 3.9% | 1.3% | -1.1% |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 130,209 | $8.4M | 0.0% | 1.2% | +25.3% |
| 8 | OSAIC HOLDINGS, INC. | 118,097 | $7.7M | 0.0% | 1.1% | +44.6% |
| 9 | Cetera Investment Advisers | 107,187 | $7.0M | 0.0% | 1% | +39.6% |
| 10 | Cambridge Investment Research Advisors, Inc. | 92,175 | $5,980 | 0.0% | 0.9% | +0.2% |
| 11 | NewEdge Advisors, LLC | 88,964 | $5.8M | 0.0% | 0.8% | +2.8% |
| 12 | FMR LLC | 87,200 | $5.7M | 0.0% | 0.8% | +11.1% |
| 13 | Geneva Partners, LLC | 82,906 | $5.4M | 1.4% | 0.8% | -1.2% |
| 14 | MORGAN STANLEY | 72,917 | $4.7M | 0.0% | 0.7% | -0.7% |
| 15 | UBS Group AG | 63,146 | $4.1M | 0.0% | 0.6% | -0.7% |
| 16 | JPMORGAN CHASE & CONEW | 58,213 | $3.8M | 0.0% | 0.6% | new |
| 17 | Kestra Advisory Services, LLC | 53,875 | $3.5M | 0.0% | 0.5% | -19.5% |
| 18 | Sugar Maple Asset Management, LLC | 51,720 | $3.4M | 2.2% | 0.5% | -3.4% |
| 19 | RAYMOND JAMES FINANCIAL INC | 47,062 | $3.1M | 0.0% | 0.4% | +7.8% |
| 20 | CITADEL ADVISORS LLC | 42,450 | $2.8M | 0.0% | 0.4% | +31.9% |
| 21 | CREATIVE FINANCIAL DESIGNS INC /ADV | 38,607 | $2.5M | 0.1% | 0.4% | +19.0% |
| 22 | Lido Advisors, LLC | 28,737 | $1.9M | 0.0% | 0.3% | -3.5% |
| 23 | MML INVESTORS SERVICES, LLC | 25,383 | $1.6M | 0.0% | 0.2% | +14.4% |
| 24 | &PARTNERS | 25,275 | $1.6M | 0.0% | 0.2% | +2.7% |
| 25 | PFG Advisors | 24,337 | $1.6M | 0.1% | 0.2% | +1.2% |
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.