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 | 1.6M | $55M | 15% | Dec 2025 |
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| LPL Financial | 272k | $9.3M | -4% | Dec 2025 |
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| Summit Wealth Group Llc / Co | 226k | $7.7M | 100% | Dec 2025 |
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| Braeburn Wealth Management | 217k | $7.4M | 100% | Dec 2025 |
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| Inspire Advisors | 144k | $4.9M | 100% | Dec 2025 |
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| Cetera Investment Advisers | 131k | $4.5M | 15% | Dec 2025 |
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| Advisor Group Holdings | 106k | $3.6M | -26% | Dec 2025 |
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| Jane Street | 100k | $3.4M | 96% | Dec 2025 |
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| Envestnet Asset Management | 82k | $2.8M | 75% | Dec 2025 |
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| Cadent Capital Advisors | 69k | $2.4M | 0% | Dec 2025 |
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| Kestra Advisory Services | 64k | $2.2M | 6% | Dec 2025 |
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| Jpmorgan Chase & Co | 55k | $1.7M | 100% | Sep 2025 |
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| Great Valley Advisor Group | 52k | $1.8M | -15% | Dec 2025 |
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| OmniStar Financial Group | 44k | $1.5M | 20% | Dec 2025 |
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| Evergreen Capital Management | 36k | $1.2M | 0% | Dec 2025 |
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| Atomi Financial Group | 31k | $1.0M | 100% | Dec 2025 |
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| Benjamin Edwards | 30k | $1.0M | 0% | Dec 2025 |
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| Ameriprise Financial | 25k | $859k | -1% | Dec 2025 |
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| Cambridge Investment Research Advisors | 25k | $855k | -6% | Dec 2025 |
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| Mariner Wealth Advisors | 24k | $813k | 58% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 22k | $750k | 100% | Dec 2025 |
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| Raymond James Financial | 20k | $680k | 91% | Dec 2025 |
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| Arkadios Wealth Advisors | 18k | $606k | 76% | Dec 2025 |
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| Patriot Financial Group Insurance Agency | 18k | $606k | 1% | Dec 2025 |
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| HBK Sorce Advisory | 17k | $637k | -12% | Dec 2025 |
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| Ameritas Advisory Services | 16k | $530k | 88% | Dec 2025 |
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| Royal Bank of Canada | 12k | $387k | 3% | Sep 2025 |
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| High Falls Advisors | 11k | $375k | 29% | Dec 2025 |
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| Beirne Wealth Consulting Services | 9.4k | $323k | -5% | Dec 2025 |
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| Mml Investors Services | 8.3k | $283k | 8% | Dec 2025 |
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| J.w. Cole Advisors | 8.0k | $273k | 3% | Dec 2025 |
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| Sunbelt Securities | 7.1k | $243k | -1% | Dec 2025 |
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| Farther Finance Advisors | 7.0k | $240k | 55% | Dec 2025 |
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| Dentgroup | 7.0k | $239k | 100% | Dec 2025 |
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| Money Concepts Capital Corp | 6.7k | $228k | -2% | Dec 2025 |
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| Prosperity Planning | 6.4k | $220k | -2% | Dec 2025 |
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| Asset Allocation Strategies | 6.2k | $213k | 100% | Dec 2025 |
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| Koshinski Asset Management | 6.1k | $207k | -35% | Dec 2025 |
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| National Bank Of Canada /fi/ | 5.1k | $173k | 181% | Dec 2025 |
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| AE Wealth Management | 3.4k | $118k | 5% | Dec 2025 |
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| Spire Wealth Management | 3.2k | $111k | 0% | Dec 2025 |
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| Brian McDonald | 2.1k | $73k | 0% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 1.7k | $60k | 248% | Dec 2025 |
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| Cornerstone Planning Group | 1.5k | $56k | 0% | Dec 2025 |
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| CoreCap Advisors | 708.00 | $24k | -44% | Dec 2025 |
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| Aptus Capital Advisors | 488.00 | $17k | 0% | Dec 2025 |
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| Hanson McClain Advisors | 371.00 | $13k | 0% | Dec 2025 |
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| Goodman Advisory Group | 255.00 | $8.7k | 0% | Dec 2025 |
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| Root Financial Partners | 186.00 | $6.4k | -57% | Dec 2025 |
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| MAI Wealth Advisors | 167.00 | $5.7k | 100% | Dec 2025 |
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| Wells Fargo & Company | 164.00 | $5.6k | 95% | Dec 2025 |
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| Flagship Harbor Advisors | 132.00 | $4.5k | 100% | Dec 2025 |
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| IFP Advisors | 112.00 | $3.8k | -46% | Dec 2025 |
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| AdvisorNet Financial | 97.00 | $3.3k | 0% | Dec 2025 |
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| Steigerwald, Gordon & Koch | 80.00 | $2.7k | 0% | Dec 2025 |
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| SHP Wealth Management | 80.00 | $2.7k | 100% | Dec 2025 |
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| Steward Partners Investment Advisory | 66.00 | $2.3k | 0% | Dec 2025 |
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| BFSG | 46.00 | $1.6k | 0% | Dec 2025 |
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| O'shaughnessy Asset Management | 45.00 | $1.5k | 0% | Dec 2025 |
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| Kingdom Financial Group | 39.00 | $1.3k | 100% | Dec 2025 |
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| Dunhill Financial | 37.00 | $1.3k | 0% | Dec 2025 |
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| Kozak & Associates | 30.00 | $1.1k | 0% | Dec 2025 |
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| Harbour Investments | 25.00 | $856.000000 | 0% | Dec 2025 |
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| Ransom Advisory | 6.00 | $205.000200 | 100% | Dec 2025 |
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| SRS Capital Advisors | 6.00 | $211.999800 | 100% | Dec 2025 |
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| Rockefeller Capital Management | 4.00 | $137.000000 | 0% | Dec 2025 |
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| Pineridge Advisors | 4.00 | $132.000000 | -33% | Sep 2025 |
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Who sold out of Fidelity fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Gts Securities | Sep 2025 | 16k | $491k |
| Citadel Advisors | Jun 2025 | 12k | $349k |
| Nwam | Sep 2025 | 7.2k | $231k |
| Advisory Services Network | Sep 2025 | 5.3k | $167k |