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 | $54M | -2% | Dec 2025 |
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| Commonwealth Equity Services | 1.6M | $54M | -3% | Mar 2026 |
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| LPL Financial | 473k | $17M | 74% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 345k | $12M | 19715% | Mar 2026 |
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| Summit Wealth Group Llc / Co | 222k | $7.7M | -2% | Mar 2026 |
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| Kingsview Wealth Management | 218k | $7.6M | 100% | Mar 2026 |
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| Kestra Advisory Services | 202k | $7.0M | 214% | Mar 2026 |
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| Royal Bank of Canada | 192k | $6.7M | 1450% | Mar 2026 |
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| D.A. Davidson & Co. | 180k | $6.3M | 100% | Mar 2026 |
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| Cetera Investment Advisers | 153k | $5.3M | 17% | Mar 2026 |
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| OmniStar Financial Group | 136k | $4.7M | 208% | Mar 2026 |
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| Jane Street | 131k | $4.6M | 31% | Mar 2026 |
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| Envestnet Asset Management | 126k | $4.4M | 54% | Mar 2026 |
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| Roan Capital Partners | 112k | $3.9M | 100% | Mar 2026 |
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| Braeburn Wealth Management | 111k | $3.9M | -49% | Mar 2026 |
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| Advisor Group Holdings | 106k | $3.6M | -26% | Dec 2025 |
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| Flow Traders US | 72k | $2.5M | 100% | Mar 2026 |
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| Cadent Capital Advisors | 69k | $2.4M | 0% | Mar 2026 |
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| Bank of America Corporation | 56k | $1.9M | 100% | Mar 2026 |
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| Citadel Advisors | 48k | $1.7M | 100% | Mar 2026 |
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| Inspire Advisors | 42k | $1.4M | -71% | Mar 2026 |
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| Patriot Financial Group Insurance Agency | 40k | $1.4M | 125% | Mar 2026 |
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| Sei Investments | 38k | $1.3M | 100% | Mar 2026 |
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| Mariner Wealth Advisors | 37k | $1.3M | 55% | Mar 2026 |
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| Evergreen Capital Management | 36k | $1.2M | 0% | Dec 2025 |
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| Benjamin Edwards | 34k | $1.2M | 15% | Mar 2026 |
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| Cambridge Investment Research Advisors | 33k | $1.2M | 34% | Mar 2026 |
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| Great Valley Advisor Group | 32k | $1.1M | -39% | Mar 2026 |
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| Atomi Financial Group | 31k | $1.0M | 100% | Dec 2025 |
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| Align Financial | 28k | $978k | 100% | Mar 2026 |
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| Ameriprise Financial | 24k | $832k | -5% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 22k | $750k | 100% | Dec 2025 |
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| Principal Securities | 21k | $745k | 100% | Mar 2026 |
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| RCS Financial Planning | 21k | $715k | 100% | Mar 2026 |
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| Raymond James Financial | 20k | $680k | 91% | Dec 2025 |
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| Arkadios Wealth Advisors | 19k | $661k | 7% | Mar 2026 |
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| HBK Sorce Advisory | 17k | $641k | 0% | Mar 2026 |
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| Midwest Financial Network | 17k | $578k | 100% | Mar 2026 |
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| Ameritas Advisory Services | 16k | $558k | 4% | Mar 2026 |
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| High Falls Advisors | 11k | $375k | 29% | Dec 2025 |
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| Focus Financial Network | 8.5k | $297k | 100% | Mar 2026 |
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| Elequin Capital | 8.1k | $283k | 100% | Mar 2026 |
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| Asset Allocation Strategies | 7.6k | $266k | 23% | Mar 2026 |
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| Clarity Asset Management | 7.5k | $262k | 100% | Mar 2026 |
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| Dentgroup | 7.0k | $239k | 100% | Dec 2025 |
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| Sunbelt Securities | 6.9k | $242k | -2% | Mar 2026 |
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| Stifel Financial | 6.9k | $241k | 100% | Mar 2026 |
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| Accelerate Investment Advisors | 6.9k | $240k | 100% | Mar 2026 |
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| Money Concepts Capital Corp | 6.7k | $232k | 0% | Mar 2026 |
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| Prosperity Planning | 6.1k | $211k | -6% | Mar 2026 |
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| National Bank Of Canada /fi/ | 5.1k | $173k | 181% | Dec 2025 |
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| Farther Finance Advisors | 5.0k | $177k | -29% | Mar 2026 |
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| Morgan Stanley | 4.5k | $276k | 2% | Mar 2026 |
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| UBS Group | 3.7k | $127k | 100% | Mar 2026 |
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| AE Wealth Management | 3.6k | $127k | 6% | Mar 2026 |
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| Spire Wealth Management | 3.2k | $113k | 0% | Mar 2026 |
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| Harbour Investments | 2.8k | $99k | 11240% | Mar 2026 |
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| Fifth Third Bancorp | 2.1k | $74k | 100% | Mar 2026 |
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| Brian McDonald | 2.1k | $73k | 0% | Dec 2025 |
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| Cornerstone Planning Group | 1.7k | $61k | 8% | Mar 2026 |
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| Bank Of Montreal | 826.00 | $29k | 100% | Mar 2026 |
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| Private Wealth Asset Management | 500.00 | $17k | 100% | Mar 2026 |
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| Aptus Capital Advisors | 488.00 | $17k | 0% | Mar 2026 |
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| Twin Peaks Wealth Advisors | 411.00 | $14k | 100% | Mar 2026 |
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| Hanson McClain Advisors | 371.00 | $13k | 0% | Dec 2025 |
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| CoreCap Advisors | 268.00 | $9.3k | -62% | Mar 2026 |
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| Root Financial Partners | 186.00 | $6.5k | 0% | Mar 2026 |
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| MAI Wealth Advisors | 167.00 | $5.8k | 0% | Mar 2026 |
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| Vanguard Advisers | 156.00 | $5.4k | 100% | Mar 2026 |
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| Assetmark | 122.00 | $4.2k | 100% | Mar 2026 |
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| IFP Advisors | 112.00 | $3.9k | 0% | Mar 2026 |
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| Steward Partners Investment Advisory | 110.00 | $3.8k | 67% | Mar 2026 |
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| AdvisorNet Financial | 97.00 | $3.4k | 0% | Mar 2026 |
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| Mather Group | 90.00 | $3.1k | 100% | Mar 2026 |
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| Steigerwald, Gordon & Koch | 80.00 | $2.8k | 0% | Mar 2026 |
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| SHP Wealth Management | 80.00 | $2.8k | 0% | Mar 2026 |
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| BFSG | 46.00 | $1.6k | 0% | Mar 2026 |
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| O'shaughnessy Asset Management | 45.00 | $1.6k | 0% | Mar 2026 |
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| Dunhill Financial | 37.00 | $1.3k | 0% | Mar 2026 |
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| Kozak & Associates | 30.00 | $1.1k | 0% | Mar 2026 |
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| Efficient Wealth Management | 19.00 | $0 | 100% | Mar 2026 |
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| Ransom Advisory | 6.00 | $205.000200 | 100% | Dec 2025 |
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| Rockefeller Capital Management | 4.00 | $139.000000 | 0% | Mar 2026 |
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| Burk Holdings | 3.00 | $117.999900 | 100% | Mar 2026 |
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| Wells Fargo & Company | 1.00 | $29.000000 | -99% | Mar 2026 |
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Who sold out of Fidelity fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 55k | $1.7M |
| Gts Securities | Sep 2025 | 16k | $491k |
| Beirne Wealth Consulting Services | Dec 2025 | 9.4k | $323k |
| Mml Investors Services | Dec 2025 | 8.3k | $283k |
| J.w. Cole Advisors | Dec 2025 | 8.0k | $273k |
| Koshinski Asset Management | Dec 2025 | 6.1k | $207k |
| Advisory Services Network | Sep 2025 | 5.3k | $167k |
| Goodman Advisory Group | Dec 2025 | 255.00 | $8.7k |
| Flagship Harbor Advisors | Dec 2025 | 132.00 | $4.5k |
| Kingdom Financial Group | Dec 2025 | 39.00 | $1.3k |
| SRS Capital Advisors | Dec 2025 | 6.00 | $211.999800 |