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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services | 1.5M | $59M | -2% | Jun 2026 |
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| FMR | 1.5M | $57M | -2% | Jun 2026 |
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| Advisor Group Holdings | 494k | $19M | 7% | Jun 2026 |
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| LPL Financial | 395k | $15M | -17% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 387k | $15M | 12% | Jun 2026 |
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| Cetera Investment Advisers | 245k | $9.4M | 60% | Jun 2026 |
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| Summit Wealth Group Llc / Co | 221k | $8.5M | 0% | Jun 2026 |
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| Envestnet Asset Management | 221k | $8.5M | 75% | Jun 2026 |
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| Royal Bank of Canada | 219k | $8.4M | 14% | Jun 2026 |
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| Kingsview Wealth Management | 218k | $7.6M | 100% | Mar 2026 |
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| Kestra Advisory Services | 185k | $7.1M | -8% | Jun 2026 |
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| Holland Advisory Services | 184k | $7.1M | 100% | Jun 2026 |
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| D.A. Davidson & Co. | 178k | $6.9M | -1% | Jun 2026 |
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| OmniStar Financial Group | 146k | $5.6M | 7% | Jun 2026 |
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| Jpmorgan Chase & Co | 128k | $4.9M | 100% | Jun 2026 |
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| Braeburn Wealth Management | 112k | $4.3M | 1% | Jun 2026 |
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| Roan Capital Partners | 100k | $3.9M | -10% | Jun 2026 |
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| Cadent Capital Advisors | 77k | $3.0M | 12% | Jun 2026 |
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| Bank of America Corporation | 67k | $2.6M | 21% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 62k | $2.4M | 100% | Jun 2026 |
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| Sei Investments | 50k | $1.9M | 31% | Jun 2026 |
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| Goldman Sachs Group | 49k | $1.9M | 100% | Jun 2026 |
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| Mariner Wealth Advisors | 45k | $1.7M | 23% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 44k | $2.1M | 20% | Jun 2026 |
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| Raymond James Financial | 43k | $1.7M | -15% | Jun 2026 |
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| Inspire Advisors | 41k | $1.6M | -2% | Jun 2026 |
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| Cambridge Investment Research Advisors | 37k | $1.4M | 11% | Jun 2026 |
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| Evergreen Capital Management | 36k | $1.4M | 0% | Jun 2026 |
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| Midwest Financial Network | 36k | $1.4M | 114% | Jun 2026 |
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| Benjamin Edwards | 34k | $1.3M | 0% | Jun 2026 |
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| Great Valley Advisor Group | 31k | $1.2M | -2% | Jun 2026 |
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| Atomi Financial Group | 30k | $1.2M | -2% | Jun 2026 |
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| Johnson Investment Counsel | 29k | $1.1M | 100% | Jun 2026 |
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| Align Financial | 28k | $1.1M | 0% | Jun 2026 |
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| RCS Financial Planning | 26k | $999k | 26% | Jun 2026 |
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| Patriot Financial Group Insurance Agency | 21k | $812k | -47% | Jun 2026 |
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| Ameritas Advisory Services | 21k | $795k | 29% | Jun 2026 |
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| Arkadios Wealth Advisors | 20k | $755k | 3% | Jun 2026 |
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| Principal Securities | 18k | $701k | -15% | Jun 2026 |
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| HBK Sorce Advisory | 17k | $680k | 0% | Jun 2026 |
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| Ameriprise Financial | 15k | $583k | -37% | Jun 2026 |
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| Focus Financial Network | 10k | $400k | 22% | Jun 2026 |
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| Clarity Asset Management | 9.8k | $377k | 30% | Jun 2026 |
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| Citadel Advisors | 8.9k | $342k | -81% | Jun 2026 |
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| Stifel Financial | 8.8k | $338k | 27% | Jun 2026 |
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| Accelerate Investment Advisors | 8.1k | $313k | 18% | Jun 2026 |
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| Asset Allocation Strategies | 7.9k | $306k | 4% | Jun 2026 |
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| Mml Investors Services | 7.9k | $303k | 100% | Jun 2026 |
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| J.w. Cole Advisors | 7.8k | $301k | 100% | Jun 2026 |
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| RDA Financial Network | 7.2k | $277k | 100% | Jun 2026 |
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| Regal Investment Advisors | 7.1k | $274k | 100% | Jun 2026 |
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| Money Concepts Capital Corp | 7.0k | $270k | 5% | Jun 2026 |
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| Flagship Wealth Advisors | 7.0k | $269k | 100% | Jun 2026 |
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| Sunbelt Securities | 6.9k | $242k | -2% | Mar 2026 |
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| ShoreHaven Wealth Partners | 6.4k | $245k | 100% | Jun 2026 |
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| Twin Peaks Wealth Advisors | 6.0k | $231k | 1359% | Jun 2026 |
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| Prosperity Planning | 5.9k | $227k | -3% | Jun 2026 |
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| National Bank Of Canada /fi/ | 5.6k | $216k | 14% | Jun 2026 |
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| Fifth Third Securities | 5.4k | $209k | 100% | Jun 2026 |
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| Krilogy Financial | 5.2k | $202k | 100% | Jun 2026 |
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| Morgan Stanley | 4.5k | $276k | 2% | Mar 2026 |
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| AE Wealth Management | 3.7k | $141k | 0% | Jun 2026 |
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| Farther Finance Advisors | 3.3k | $125k | -35% | Jun 2026 |
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| Spire Wealth Management | 3.2k | $125k | 0% | Jun 2026 |
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| Harbour Investments | 2.8k | $109k | 0% | Jun 2026 |
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| Cornerstone Planning Group | 2.5k | $98k | 52% | Jun 2026 |
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| Integrated Wealth Concepts | 2.4k | $93k | 100% | Jun 2026 |
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| Mercer Global Advisors | 2.3k | $87k | 100% | Jun 2026 |
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| Fifth Third Bancorp | 2.1k | $82k | 0% | Jun 2026 |
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| UBS Group | 1.9k | $73k | -48% | Jun 2026 |
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| IFG Advisory | 1.6k | $63k | 100% | Jun 2026 |
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| Hanson McClain Advisors | 1.5k | $56k | 129% | Jun 2026 |
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| Bank Of Montreal | 826.00 | $29k | 100% | Mar 2026 |
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| Assetmark | 590.00 | $23k | 384% | Jun 2026 |
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| Action Point Financial Planning | 562.00 | $22k | 100% | Jun 2026 |
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| Private Wealth Asset Management | 500.00 | $19k | 0% | Jun 2026 |
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| Aptus Capital Advisors | 488.00 | $19k | 0% | Jun 2026 |
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| Steward Partners Investment Advisory | 296.00 | $11k | 169% | Jun 2026 |
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| CoreCap Advisors | 268.00 | $10k | 0% | Jun 2026 |
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| Cullen Frost Bankers | 235.00 | $9.1k | 100% | Jun 2026 |
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| Us Bancorp | 167.00 | $6.4k | 100% | Jun 2026 |
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| Simplex Trading | 133.00 | $5.1k | 100% | Jun 2026 |
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| IFP Advisors | 130.00 | $5.0k | 16% | Jun 2026 |
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| AdvisorNet Financial | 124.00 | $4.8k | 28% | Jun 2026 |
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| Mather Group | 90.00 | $3.5k | 0% | Jun 2026 |
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| SHP Wealth Management | 80.00 | $3.1k | 0% | Jun 2026 |
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| Dunhill Financial | 57.00 | $2.2k | 54% | Jun 2026 |
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| Kayne Anderson Rudnick Investment Management | 46.00 | $1.8k | 100% | Jun 2026 |
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| BFSG | 46.00 | $1.8k | 0% | Jun 2026 |
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| O'shaughnessy Asset Management | 45.00 | $1.7k | 0% | Jun 2026 |
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| Wells Fargo & Company | 40.00 | $1.6k | 3900% | Jun 2026 |
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| Kozak & Associates | 30.00 | $1.2k | 0% | Jun 2026 |
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| Efficient Wealth Management | 19.00 | $0 | 0% | Jun 2026 |
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| Vanguard Advisers | 18.00 | $693.000000 | -88% | Jun 2026 |
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| SRS Capital Advisors | 6.00 | $238.999800 | 100% | Jun 2026 |
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| Rockefeller Capital Management | 4.00 | $154.000000 | 0% | Jun 2026 |
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| Burk Holdings | 3.00 | $131.000100 | 0% | Jun 2026 |
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| Kings Path Partners | 1.00 | $32.000000 | 0% | Jun 2026 |
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Who sold out of Fidelity fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Mar 2026 | 131k | $4.6M |
| Flow Traders US | Mar 2026 | 72k | $2.5M |
| Gts Securities | Mar 2026 | 23k | $803k |
| Elequin Capital | Mar 2026 | 8.1k | $283k |
| Koshinski Asset Management | Dec 2025 | 6.1k | $207k |
| Advisory Services Network | Mar 2026 | 4.5k | $158k |
| Root Financial Partners | Mar 2026 | 186.00 | $6.5k |
| MAI Wealth Advisors | Mar 2026 | 167.00 | $5.8k |
| Steigerwald, Gordon & Koch | Mar 2026 | 80.00 | $2.8k |
| Jones Financial Companies, L.L | Mar 2026 | 47.00 | $1.6k |