Who owns Fidelity fund?
- Ticker: FIVA
- CUSIP Number: 316092717
Tip: Access positions for across all investors
Analyze quarterly positions in Fidelity fund with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Fidelity fund stock
Who bought or sold Fidelity fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| FMR | 1.6M | $51M | -3% | Sep 2025 |
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| Commonwealth Equity Services | 1.4M | $44M | -5% | Sep 2025 |
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| LPL Financial | 284k | $8.9M | 21% | Sep 2025 |
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| Advisor Group Holdings | 144k | $4.5M | 27% | Sep 2025 |
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| Cetera Investment Advisers | 114k | $3.6M | 15% | Sep 2025 |
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| Cadent Capital Advisors | 69k | $2.2M | 22% | Sep 2025 |
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| Kestra Advisory Services | 61k | $1.9M | -44% | Sep 2025 |
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| Great Valley Advisor Group | 61k | $1.9M | 25% | Sep 2025 |
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| Jpmorgan Chase & Co | 55k | $1.7M | 64% | Sep 2025 |
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| Jane Street | 51k | $1.6M | 88% | Sep 2025 |
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| Envestnet Asset Management | 47k | $1.5M | 126% | Sep 2025 |
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| OmniStar Financial Group | 37k | $1.2M | 4% | Sep 2025 |
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| Evergreen Capital Management | 36k | $1.1M | 0% | Sep 2025 |
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| Benjamin Edwards | 30k | $940k | 183% | Sep 2025 |
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| Cambridge Investment Research Advisors | 27k | $828k | 4% | Sep 2025 |
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| Ameriprise Financial | 25k | $789k | 100% | Sep 2025 |
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| HBK Sorce Advisory | 20k | $616k | 0% | Sep 2025 |
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| Patriot Financial Group Insurance Agency | 18k | $550k | 100% | Sep 2025 |
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| Gts Securities | 16k | $491k | 100% | Sep 2025 |
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| Morgan Stanley | 15k | $682k | 100% | Jun 2025 |
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| Mariner Wealth Advisors | 15k | $471k | 22% | Sep 2025 |
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| Royal Bank of Canada | 12k | $387k | 3% | Sep 2025 |
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| Raymond James Financial | 10k | $326k | 49% | Sep 2025 |
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| Arkadios Wealth Advisors | 10k | $315k | 100% | Sep 2025 |
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| Beirne Wealth Consulting Services | 9.9k | $310k | 0% | Sep 2025 |
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| Koshinski Asset Management | 9.4k | $293k | -16% | Sep 2025 |
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| High Falls Advisors | 8.5k | $265k | 100% | Sep 2025 |
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| Ameritas Advisory Services | 8.2k | $257k | 41% | Sep 2025 |
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| J.w. Cole Advisors | 7.7k | $241k | 100% | Sep 2025 |
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| Mml Investors Services | 7.6k | $238k | 100% | Sep 2025 |
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| Nwam | 7.2k | $228k | 100% | Sep 2025 |
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| Sunbelt Securities | 7.2k | $225k | 100% | Sep 2025 |
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| Money Concepts Capital Corp | 6.8k | $213k | 100% | Sep 2025 |
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| Prosperity Planning | 6.6k | $206k | 100% | Sep 2025 |
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| Advisory Services Network | 5.3k | $167k | 100% | Sep 2025 |
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| Farther Finance Advisors | 4.5k | $141k | 0% | Sep 2025 |
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| AE Wealth Management | 3.3k | $102k | 1% | Sep 2025 |
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| Spire Wealth Management | 3.2k | $101k | -8% | Sep 2025 |
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| Brian McDonald | 2.1k | $66k | 0% | Sep 2025 |
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| National Bank Of Canada /fi/ | 1.8k | $56k | 100% | Sep 2025 |
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| Cornerstone Planning Group | 1.5k | $49k | 100% | Sep 2025 |
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| CoreCap Advisors | 1.3k | $40k | -28% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 500.00 | $16k | -90% | Sep 2025 |
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| Aptus Capital Advisors | 488.00 | $15k | 100% | Sep 2025 |
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| Root Financial Partners | 434.00 | $14k | 100% | Sep 2025 |
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| Hanson McClain Advisors | 371.00 | $12k | 0% | Sep 2025 |
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| Goodman Advisory Group | 255.00 | $8.0k | 100% | Sep 2025 |
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| IFP Advisors | 206.00 | $6.5k | 0% | Sep 2025 |
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| AdvisorNet Financial | 97.00 | $3.0k | 0% | Sep 2025 |
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| Kings Path Partners | 85.00 | $2.5k | 100% | Jun 2025 |
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| Wells Fargo & Company | 84.00 | $0 | 8300% | Sep 2025 |
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| Steigerwald, Gordon & Koch | 80.00 | $2.5k | 100% | Sep 2025 |
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| Semmax Financial Advisors | 76.00 | $2.3k | 0% | Jun 2025 |
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| Steward Partners Investment Advisory | 66.00 | $2.1k | 100% | Sep 2025 |
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| BFSG | 46.00 | $1.4k | 0% | Sep 2025 |
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| O'shaughnessy Asset Management | 45.00 | $1.4k | 0% | Sep 2025 |
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| Dunhill Financial | 37.00 | $1.2k | 0% | Sep 2025 |
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| Oliver Lagore Vanvalin Investment Group | 32.00 | $852.998400 | 100% | Jun 2025 |
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| Kozak & Associates | 30.00 | $951.000000 | 0% | Sep 2025 |
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| Harbour Investments | 25.00 | $782.000000 | 0% | Sep 2025 |
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| Pineridge Advisors | 4.00 | $132.000000 | -33% | Sep 2025 |
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| Rockefeller Capital Management | 4.00 | $125.000000 | 100% | Sep 2025 |
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Who sold out of Fidelity fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Summit Wealth Group Llc / Co | Jun 2025 | 232k | $6.8M |
| Flow Traders US | Jun 2025 | 32k | $952k |
| Citadel Advisors | Jun 2025 | 12k | $349k |
| Asset Allocation Strategies | Jun 2025 | 7.1k | $208k |
| Twin Peaks Wealth Advisors | Jun 2025 | 208.00 | $6.4k |
| Beacon Capital Management | Jun 2025 | 18.00 | $538.999200 |