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
Download as csv
Download as Excel
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 |
|
| FMR | 1.5M | $57M | -2% | Jun 2026 |
|
| Advisor Group Holdings | 494k | $19M | 7% | Jun 2026 |
|
| LPL Financial | 395k | $15M | -17% | Jun 2026 |
|
| Northwestern Mutual Wealth Management Company | 387k | $15M | 12% | Jun 2026 |
|
| Cetera Investment Advisers | 245k | $9.4M | 60% | Jun 2026 |
|
| Summit Wealth Group Llc / Co | 221k | $8.5M | 0% | Jun 2026 |
|
| Envestnet Asset Management | 221k | $8.5M | 75% | Jun 2026 |
|
| Concurrent Investment Advisors | 221k | $8.4M | 100% | Sep 2026 |
|
| Royal Bank of Canada | 219k | $8.4M | 14% | Jun 2026 |
|
| Holland Advisory Services | 186k | $7.1M | 1% | Sep 2026 |
|
| Kestra Advisory Services | 185k | $7.1M | -8% | Jun 2026 |
|
| D.A. Davidson & Co. | 178k | $6.9M | -1% | Jun 2026 |
|
| OmniStar Financial Group | 156k | $5.9M | 7% | Sep 2026 |
|
| Jpmorgan Chase & Co | 128k | $4.9M | 100% | Jun 2026 |
|
| Midwest Financial Network | 121k | $4.6M | 240% | Sep 2026 |
|
| Braeburn Wealth Management | 110k | $4.2M | -2% | Sep 2026 |
|
| Roan Capital Partners | 101k | $3.9M | 1% | Sep 2026 |
|
| Cadent Capital Advisors | 78k | $3.0M | 0% | Sep 2026 |
|
| Bank of America Corporation | 67k | $2.6M | 21% | Jun 2026 |
|
| Wealth Enhancement Advisory Services | 63k | $2.4M | 0% | Sep 2026 |
|
| Sei Investments | 50k | $1.9M | 31% | Jun 2026 |
|
| Goldman Sachs Group | 49k | $1.9M | 100% | Jun 2026 |
|
| Mariner Wealth Advisors | 45k | $1.7M | 23% | Jun 2026 |
|
| Wiley Bros.-aintree Capital | 44k | $2.1M | 20% | Jun 2026 |
|
| Raymond James Financial | 43k | $1.7M | -15% | Jun 2026 |
|
| Inspire Advisors | 41k | $1.6M | -2% | Jun 2026 |
|
| Cambridge Investment Research Advisors | 37k | $1.4M | 11% | Jun 2026 |
|
| Evergreen Capital Management | 36k | $1.4M | 0% | Sep 2026 |
|
| Benjamin Edwards | 34k | $1.3M | 0% | Jun 2026 |
|
| Great Valley Advisor Group | 31k | $1.2M | -2% | Jun 2026 |
|
| Atomi Financial Group | 30k | $1.2M | -2% | Jun 2026 |
|
| Johnson Investment Counsel | 29k | $1.1M | 100% | Jun 2026 |
|
| Align Financial | 28k | $1.1M | 0% | Sep 2026 |
|
| Patriot Financial Group Insurance Agency | 21k | $808k | 1% | Sep 2026 |
|
| Ameritas Advisory Services | 21k | $795k | 29% | Jun 2026 |
|
| Arkadios Wealth Advisors | 20k | $755k | 3% | Jun 2026 |
|
| Principal Securities | 18k | $701k | -15% | Jun 2026 |
|
| HBK Sorce Advisory | 17k | $680k | 0% | Jun 2026 |
|
| Ameriprise Financial | 15k | $583k | -37% | Jun 2026 |
|
| Focus Financial Network | 10k | $398k | 1% | Sep 2026 |
|
| Clarity Asset Management | 9.9k | $378k | 2% | Sep 2026 |
|
| Citadel Advisors | 8.9k | $342k | -81% | Jun 2026 |
|
| Stifel Financial | 8.8k | $338k | 27% | Jun 2026 |
|
| RDA Financial Network | 8.6k | $326k | 19% | Sep 2026 |
|
| Accelerate Investment Advisors | 8.1k | $313k | 18% | Jun 2026 |
|
| Asset Allocation Strategies | 8.0k | $305k | 1% | Sep 2026 |
|
| Mml Investors Services | 7.9k | $303k | 100% | Jun 2026 |
|
| J.w. Cole Advisors | 7.8k | $301k | 100% | Jun 2026 |
|
| ShoreHaven Wealth Partners | 7.7k | $292k | 21% | Sep 2026 |
|
| Regal Investment Advisors | 7.1k | $274k | 100% | Jun 2026 |
|
| Money Concepts Capital Corp | 7.0k | $270k | 5% | Jun 2026 |
|
| Flagship Wealth Advisors | 7.0k | $269k | 100% | Jun 2026 |
|
| Twin Peaks Wealth Advisors | 6.0k | $231k | 1359% | Jun 2026 |
|
| Prosperity Planning | 5.9k | $224k | 0% | Sep 2026 |
|
| National Bank Of Canada /fi/ | 5.6k | $216k | 14% | Jun 2026 |
|
| Koshinski Asset Management | 5.6k | $214k | 100% | Jun 2026 |
|
| AE Wealth Management | 3.7k | $141k | 0% | Jun 2026 |
|
| Spire Wealth Management | 3.2k | $125k | 0% | Jun 2026 |
|
| Harbour Investments | 2.8k | $109k | 0% | Jun 2026 |
|
| Farther Finance Advisors | 2.3k | $86k | -31% | Sep 2026 |
|
| Fifth Third Bancorp | 2.1k | $82k | 0% | Jun 2026 |
|
| UBS Group | 1.9k | $73k | -48% | Jun 2026 |
|
| IFG Advisory | 1.6k | $63k | 100% | Jun 2026 |
|
| Hanson McClain Advisors | 1.5k | $56k | 129% | Jun 2026 |
|
| Assetmark | 590.00 | $23k | 0% | Sep 2026 |
|
| Action Point Financial Planning | 562.00 | $22k | 100% | Jun 2026 |
|
| Private Wealth Asset Management | 500.00 | $19k | 0% | Jun 2026 |
|
| Aptus Capital Advisors | 488.00 | $19k | 0% | Jun 2026 |
|
| IFP Advisors | 452.00 | $17k | 248% | Sep 2026 |
|
| Lodestone Wealth Management | 413.00 | $16k | 100% | Sep 2026 |
|
| Steward Partners Investment Advisory | 296.00 | $11k | 169% | Jun 2026 |
|
| CoreCap Advisors | 268.00 | $10k | 0% | Sep 2026 |
|
| Cullen Frost Bankers | 235.00 | $9.1k | 100% | Jun 2026 |
|
| Root Financial Partners | 186.00 | $7.1k | 100% | Sep 2026 |
|
| Us Bancorp | 167.00 | $6.4k | 100% | Jun 2026 |
|
| Simplex Trading | 133.00 | $5.1k | 100% | Jun 2026 |
|
| Mather Group | 90.00 | $3.4k | 0% | Sep 2026 |
|
| SHP Wealth Management | 80.00 | $3.1k | 0% | Jun 2026 |
|
| Dunhill Financial | 57.00 | $2.2k | 54% | Jun 2026 |
|
| Kayne Anderson Rudnick Investment Management | 46.00 | $1.8k | 100% | Jun 2026 |
|
| BFSG | 46.00 | $1.8k | 0% | Jun 2026 |
|
| O'shaughnessy Asset Management | 45.00 | $1.7k | 0% | Jun 2026 |
|
| Wells Fargo & Company | 40.00 | $1.6k | 3900% | Jun 2026 |
|
| Kozak & Associates | 30.00 | $1.2k | 0% | Jun 2026 |
|
| Efficient Wealth Management | 19.00 | $0 | 0% | Jun 2026 |
|
| Vanguard Advisers | 18.00 | $693.000000 | -88% | Jun 2026 |
|
| SRS Capital Advisors | 6.00 | $238.999800 | 100% | Jun 2026 |
|
| Rockefeller Capital Management | 4.00 | $154.000000 | 0% | Jun 2026 |
|
| Burk Holdings | 3.00 | $131.000100 | 0% | Jun 2026 |
|
| Kings Path Partners | 1.00 | $32.000000 | 0% | Sep 2026 |
|
Who sold out of Fidelity fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Kingsview Wealth Management | Mar 2026 | 218k | $7.6M |
| Jane Street | Mar 2026 | 131k | $4.6M |
| Flow Traders US | Mar 2026 | 72k | $2.5M |
| RCS Financial Planning | Jun 2026 | 26k | $999k |
| Gts Securities | Mar 2026 | 23k | $803k |
| Elequin Capital | Mar 2026 | 8.1k | $283k |
| Fifth Third Securities | Jun 2026 | 5.4k | $209k |
| Krilogy Financial | Jun 2026 | 5.2k | $202k |
| Advisory Services Network | Mar 2026 | 4.5k | $158k |
| Cornerstone Planning Group | Jun 2026 | 2.5k | $98k |
| MAI Wealth Advisors | Mar 2026 | 167.00 | $5.8k |
| AdvisorNet Financial | Jun 2026 | 124.00 | $4.8k |
| Steigerwald, Gordon & Koch | Mar 2026 | 80.00 | $2.8k |
| Jones Financial Companies, L.L | Mar 2026 | 47.00 | $1.6k |