Who owns Fidelity U.S. Multifactor ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FLRG from SEC Form 13F filings across 47 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, 47 institutions disclosed 4.2M shares of Fidelity U.S. Multifactor ETF worth $170.1M — about 59.9% of shares outstanding; the largest disclosed holder is AE Wealth Management LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
47
13F holders
$170.1M
value, 2026 filers
59.9%
of shares outstanding (4.2M sh)
9
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 FLRG's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | 2.0M | $83.3M | 0.4% | 29.1% | -3.4% |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | 722,984 | $29.7M | 0.0% | 10.4% | -4.2% |
| 3 | Berman McAleer LLC | 331,532 | $13.6M | 1.6% | 4.8% | +2.7% |
| 4 | Advisory Services Network, LLC | 217,760 | $8.9M | 0.1% | 3.1% | +32.6% |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 180,687 | $7.4M | 0.0% | 2.6% | +0.8% |
| 6 | Centennial Wealth Advisory LLC | 83,823 | $3.4M | 0.7% | 1.2% | -0.8% |
| 7 | Western Wealth Management, LLC | 77,080 | $3.2M | 0.1% | 1.1% | +7.0% |
| 8 | Kestra Advisory Services, LLC | 50,855 | $2.1M | 0.0% | 0.7% | -29.6% |
| 9 | PRINCIPAL SECURITIES, INC. | 49,438 | $2.0M | 0.0% | 0.7% | -4.9% |
| 10 | CITADEL ADVISORS LLC | 46,168 | $1.9M | 0.0% | 0.7% | +187.9% |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 37,045 | $1.5M | 0.0% | 0.5% | +355.7% |
| 12 | OSAIC HOLDINGS, INC. | 36,366 | $1.5M | 0.0% | 0.5% | +1.5% |
| 13 | World Investment Advisors | 31,348 | $1.2M | 0.0% | 0.4% | 0.0% |
| 14 | RAYMOND JAMES FINANCIAL INC | 29,743 | $1.2M | 0.0% | 0.4% | +1.9% |
| 15 | GOLDMAN SACHS GROUP INCNEW | 28,635 | $1.2M | 0.0% | 0.4% | new |
| 16 | Sovran Advisors, LLC | 28,254 | $1.2M | 0.1% | 0.4% | +5.2% |
| 17 | Cambridge Investment Research Advisors, Inc. | 23,535 | $965 | 0.0% | 0.3% | +2.3% |
| 18 | FMR LLC | 23,017 | $944,246 | 0.0% | 0.3% | +7.1% |
| 19 | LPL Financial LLC | 13,653 | $560,095 | 0.0% | 0.2% | -1.4% |
| 20 | MORGAN STANLEY | 12,691 | $520,631 | 0.0% | 0.2% | +1269000.0% |
| 21 | CreativeOne Wealth, LLC | 11,843 | $485,828 | 0.0% | 0.2% | -3.8% |
| 22 | KESTRA PRIVATE WEALTH SERVICES, LLC | 11,546 | $473,644 | 0.0% | 0.2% | +16.9% |
| 23 | Williams & Novak, LLC | 10,341 | $424,245 | 0.3% | 0.1% | +3.1% |
| 24 | Beacon Capital Management, LLC | 10,061 | $412,743 | 0.1% | 0.1% | +18.3% |
| 25 | JPMORGAN CHASE & CONEW | 9,610 | $392,050 | 0.0% | 0.1% | new |
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.