Who owns Fidelity High Dividend ETF ?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FDVV from SEC Form 13F filings across 516 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, 516 institutions disclosed 66.3M shares of Fidelity High Dividend ETF worth $4.00B — about 42.6% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
516
13F holders
$4.00B
value, 2026 filers
42.6%
of shares outstanding (66.3M sh)
72
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 FDVV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 7.5M | $452.2M | 0.1% | 4.8% | +10.3% |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | 3.0M | $180.1M | 0.2% | 1.9% | +0.6% |
| 3 | Retirement Planning Group, LLC | 2.8M | $170.2M | 4.3% | 1.8% | +11.5% |
| 4 | MORGAN STANLEY | 2.7M | $163.6M | 0.0% | 1.7% | +3.2% |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 2.6M | $155.7M | 0.0% | 1.7% | +6.1% |
| 6 | BANK OF AMERICA CORP /DE/ | 2.5M | $153.2M | 0.0% | 1.6% | +7.4% |
| 7 | RAYMOND JAMES FINANCIAL INC | 2.3M | $140.6M | 0.0% | 1.5% | +10.7% |
| 8 | JPMORGAN CHASE & CO | 2.2M | $131.2M | 0.0% | 1.4% | +7.2% |
| 9 | Cetera Investment Advisers | 2.1M | $127.7M | 0.1% | 1.4% | +5.0% |
| 10 | OSAIC HOLDINGS, INC. | 2.0M | $119.7M | 0.1% | 1.3% | +38.8% |
| 11 | Dynasty Wealth Management, LLC | 1.9M | $113.8M | 0.8% | 1.2% | +9.5% |
| 12 | WELLS FARGO & COMPANY/MN | 1.9M | $111.9M | 0.0% | 1.2% | +9.0% |
| 13 | Kestra Advisory Services, LLC | 1.4M | $86.8M | 0.3% | 0.9% | +33.7% |
| 14 | SAGESPRING WEALTH PARTNERS, LLC | 1.4M | $84.5M | 1.3% | 0.9% | +8.8% |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 914,634 | $55.1M | 0.0% | 0.6% | -1.4% |
| 16 | Arkadios Wealth Advisors | 816,312 | $49.2M | 0.7% | 0.5% | +7.4% |
| 17 | Cambridge Investment Research Advisors, Inc. | 777,397 | $46.9M | 0.1% | 0.5% | -5.4% |
| 18 | MML INVESTORS SERVICES, LLC | 753,964 | $45.5M | 0.1% | 0.5% | +20.5% |
| 19 | Kestra Investment Management, LLC | 692,813 | $41.8M | 0.8% | 0.4% | -13.5% |
| 20 | CHILDRESS CAPITAL ADVISORS, LLC | 661,037 | $39.9M | 6.5% | 0.4% | +0.8% |
| 21 | VICTORY FINANCIAL GROUP, LLC | 640,420 | $38.6M | 4.1% | 0.4% | +16.7% |
| 22 | ROYAL BANK OF CANADA | 639,618 | $38.6M | 0.0% | 0.4% | +7.5% |
| 23 | Allworth Financial LP | 586,977 | $35.4M | 0.2% | 0.4% | -7.6% |
| 24 | Mariner, LLC | 566,766 | $34.2M | 0.0% | 0.4% | +24.7% |
| 25 | Private Advisor Group, LLC | 537,233 | $32.4M | 0.1% | 0.3% | -7.3% |
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.