Who owns Fidelity Preferred Securities & Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FPFD from SEC Form 13F filings across 21 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, 21 institutions disclosed 376,804 shares of Fidelity Preferred Securities & Income ETF worth $8.6M — about 9.9% of shares outstanding; the largest disclosed holder is COMMONWEALTH EQUITY SERVICES, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
21
13F holders
$8.6M
value, 2026 filers
9.9%
of shares outstanding (376,804 sh)
5
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 FPFD's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | 120,565 | $2.6M | 0.0% | 3.2% | +0.7% |
| 2 | Janney Montgomery Scott LLC | 92,214 | $2.0M | 0.0% | 2.4% | +6.9% |
| 3 | Apollon Financial, LLC | 30,860 | $661,475 | 0.1% | 0.8% | +45.7% |
| 4 | JANE STREET GROUP, LLC | 19,728 | $422,870 | 0.0% | 0.5% | -42.7% |
| 5 | Arkadios Wealth Advisors | 17,251 | $369,779 | 0.0% | 0.5% | -0.6% |
| 6 | Xcelsior Advisor Partners LLCNEW | 15,731 | $281,266 | 0.0% | 0.4% | new |
| 7 | HOWARD WEALTH MANAGEMENT, LLC | 12,986 | $278,359 | 0.1% | 0.3% | +4.8% |
| 8 | Advisory Services Network, LLC | 12,855 | $275,551 | 0.0% | 0.3% | -0.4% |
| 9 | LPL Financial LLC | 11,978 | $256,740 | 0.0% | 0.3% | -22.1% |
| 10 | FIFTH THIRD BANCORP | 11,355 | $243,394 | 0.0% | 0.3% | +2.3% |
| 11 | OSAIC HOLDINGS, INC. | 10,439 | $223,833 | 0.0% | 0.3% | +20.1% |
| 12 | Live Oak Investment Partners | 10,144 | $217,437 | 0.1% | 0.3% | -5.8% |
| 13 | IFP Advisors, Inc | 6,760 | $144,901 | 0.0% | 0.2% | -3.4% |
| 14 | SHP Wealth ManagementNEW | 1,400 | $30,009 | 0.0% | 0% | new |
| 15 | Community Bank, N.A. | 1,000 | $21,430 | 0.0% | 0% | 0.0% |
| 16 | MORGAN STANLEY | 734 | $15,736 | 0.0% | 0% | +8.7% |
| 17 | ROYAL BANK OF CANADANEW | 531 | $11,000 | 0.0% | 0% | new |
| 18 | FMR LLCNEW | 272 | $5,833 | 0.0% | 0% | new |
| 19 | WELLS FARGO & COMPANY/MN | 1 | $18 | 0.0% | 0% | — |
| 20 | Prairie Wealth Advisors, Inc. | 0 | $537,066 | 0.1% | 0% | — |
| 21 | FIDUCIARY FINANCIAL ADVISORSNEW | 0 | $0 | 0.0% | 0% | 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.