Who owns Fidelity vlu factor etf?

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Analyze quarterly positions in Fidelity vlu factor etf with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Fidelity vlu factor etf stock

Who bought or sold Fidelity vlu factor etf this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
FMR 1.6M $114M -4% Sep 2025
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Envestnet Asset Management 1.6M $112M 5% Dec 2025
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High Probability Advisors 430k $31M 1% Dec 2025
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Merit Financial Group 333k $24M -17% Dec 2025
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LPL Financial 332k $24M -3% Dec 2025
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Royal Bank of Canada 329k $23M -8% Sep 2025
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Dynamic Advisors Solutions 290k $21M 61% Dec 2025
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MAI Wealth Advisors 276k $20M -8% Dec 2025
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Cetera Investment Advisers 257k $19M 10% Dec 2025
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Advisor Group Holdings 251k $18M -3% Dec 2025
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Commonwealth Equity Services 239k $17M -6% Dec 2025
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Thrivent Financial for Lutherans 213k $15M -49% Dec 2025
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Jpmorgan Chase & Co 206k $14M 100% Sep 2025
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Kestra Advisory Services 196k $14M -1% Dec 2025
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Beacon Advisors Holdings 191k $14M 100% Dec 2025
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Custos Family Office 128k $9.2M -16% Dec 2025
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Vantage Financial Partners 121k $8.8M -1% Dec 2025
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Kestra Private Wealth Services 116k $8.4M 7% Dec 2025
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Sax Wealth Advisors 114k $8.2M 36% Dec 2025
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Condor Capital Management 114k $8.2M 2% Dec 2025
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Creative Planning 103k $7.4M -7% Dec 2025
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Two Sigma Investments 100k $6.9M -2% Sep 2025
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Goodwin Investment Advisory 80k $5.8M -1% Dec 2025
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Cambria Investment Management 71k $5.1M 100% Dec 2025
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Jones Financial Companies, L.L 70k $5.0M 103% Dec 2025
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PFG Advisors 60k $4.3M 41% Dec 2025
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Cedar Point Capital Partners 60k $4.3M 4% Dec 2025
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Raymond James Financial 50k $3.6M 46% Dec 2025
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Primoris Wealth Advisors 46k $3.3M 0% Dec 2025
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Cambridge Investment Research Advisors 45k $3.3M 4% Dec 2025
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Bouvel Investment Partners 42k $3.0M -4% Dec 2025
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Altfest L J & Co 41k $3.0M 3% Dec 2025
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Personal Resources Investment & Strategic Management 33k $2.4M -59% Dec 2025
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Citadel Advisors 32k $2.2M -1% Sep 2025
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Goldman Sachs Group 30k $2.1M 6% Dec 2025
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CLS Investments 26k $1.9M -1% Dec 2025
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LVZ Advisors 26k $1.9M -5% Dec 2025
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Forbes Financial Planning 25k $1.8M -71% Dec 2025
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Strategic Blueprint 25k $1.8M 28% Dec 2025
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Mml Investors Services 23k $1.7M 41% Dec 2025
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Rockefeller Capital Management 23k $1.7M -2% Dec 2025
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Ethos Capital Management 22k $1.6M 100% Dec 2025
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Envestnet Portfolio Solutions 21k $1.5M 24% Dec 2025
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National Asset Management 21k $1.4M 16% Sep 2025
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J.w. Cole Advisors 21k $1.5M 7% Dec 2025
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Traub Capital Management 19k $1.3M 0% Dec 2025
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Harwood Advisory 18k $1.3M 3% Dec 2025
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Axxcess Wealth Management 17k $1.3M 100% Dec 2025
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Farther Finance Advisors 17k $1.2M 200% Dec 2025
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Sigma Planning 17k $1.2M -18% Dec 2025
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Foundations Investment Advisors 17k $1.2M 5% Dec 2025
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ValMark Advisers 16k $1.2M -3% Dec 2025
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Spectrum Investment Advisors 15k $1.1M 2% Dec 2025
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AE Wealth Management 15k $1.1M 38% Dec 2025
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P.J. Schmidt Investment Management 15k $1.1M 3% Dec 2025
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Montis Financial 13k $940k 0% Dec 2025
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Sunbelt Securities 13k $919k -22% Dec 2025
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Diversify Advisory Services 12k $869k 100% Dec 2025
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Certified Advisory Corp 11k $781k 0% Dec 2025
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Hanson McClain Advisors 11k $768k 3% Dec 2025
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Wealth Enhancement Advisory Services 10k $759k 0% Dec 2025
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Flagship Wealth Advisors 9.4k $682k 0% Dec 2025
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Susquehanna International 9.3k $670k -77% Dec 2025
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Samalin Investment Counsel 9.2k $667k 0% Dec 2025
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Cullen Frost Bankers 8.9k $641k 3% Dec 2025
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Goss Wealth Management 8.7k $630k 10% Dec 2025
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Thoroughbred Financial Services 8.2k $596k 0% Dec 2025
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Gwn Securities 8.0k $579k 5% Dec 2025
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HPM Partners 8.0k $577k 2% Dec 2025
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Kovack Advisors 7.8k $563k 19% Dec 2025
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Private Advisor 7.5k $543k 0% Dec 2025
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Jane Street 7.3k $524k 35% Dec 2025
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Assetmark 6.8k $494k 83% Dec 2025
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LaSalle St. Investment Advisors 6.8k $490k 43% Dec 2025
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Storen Legacy Partners 6.7k $484k 100% Dec 2025
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Mutual Advisors 6.5k $471k 0% Dec 2025
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Principle Wealth Partners 6.2k $446k 0% Dec 2025
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Sequoia Financial Advisors 6.1k $443k 1% Dec 2025
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Prepared Retirement Institute 6.0k $432k 1% Dec 2025
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Kestra Investment Management 5.9k $426k 76% Dec 2025
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Global Retirement Partners 5.6k $403k -1% Dec 2025
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Ascent Group 5.2k $379k 0% Dec 2025
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Cyndeo Wealth Partners 5.1k $372k -2% Dec 2025
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CoreCap Advisors 4.7k $339k 1% Dec 2025
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Mariner Wealth Advisors 4.6k $329k 26% Dec 2025
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Quantinno Capital Management 4.5k $327k -10% Dec 2025
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Avaii Wealth Management 4.4k $321k -2% Dec 2025
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EP Wealth Advisors 4.3k $313k 100% Dec 2025
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New England Private Wealth Advisors 4.3k $313k 0% Dec 2025
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Advisory Services Network 4.3k $310k 0% Dec 2025
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CFO4Life 4.1k $297k -1% Dec 2025
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Wood Tarver Financial Group 4.1k $295k 0% Dec 2025
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Foguth Wealth Management 4.0k $290k -5% Dec 2025
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3.8k $274k -18% Dec 2025
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Change Path 3.8k $271k 100% Dec 2025
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Arkadios Wealth Advisors 3.7k $271k 0% Dec 2025
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Foronjy Financial 3.6k $260k 10% Dec 2025
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Onyx Bridge Wealth Group 3.0k $220k -10% Dec 2025
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Stifel Financial 3.0k $216k -8% Dec 2025
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Streettalk Advisors 3.0k $215k 0% Dec 2025
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Glen Eagle Advisors 2.9k $206k 0% Dec 2025
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Sowell Financial Services 2.8k $203k 100% Dec 2025
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Silver Oak Securities 2.8k $202k 100% Dec 2025
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Glass Jacobson Investment Advisors 2.4k $172k 1% Dec 2025
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Capital Investment Counsel 2.2k $161k 100% Dec 2025
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Brian McDonald 2.2k $158k 0% Dec 2025
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Northwestern Mutual Wealth Management Company 2.2k $157k -28% Dec 2025
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Clarity Asset Management 2.1k $155k 1% Dec 2025
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UBS Group 2.1k $150k 108% Dec 2025
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Capital Analysts 1.5k $108k 100% Dec 2025
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AdvisorNet Financial 1.3k $91k 0% Dec 2025
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SRS Capital Advisors 959.00 $69k -45% Dec 2025
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CNB Bank 686.00 $50k 0% Dec 2025
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IFP Advisors 673.00 $49k -71% Dec 2025
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Harbor Asset Planning 542.00 $39k 100% Dec 2025
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Woodard & Co Asset Management Group 542.00 $39k 709% Dec 2025
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Wells Fargo & Company 450.00 $33k 516% Dec 2025
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Russell Investments 308.00 $22k 732% Dec 2025
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Spire Wealth Management 284.00 $21k 0% Dec 2025
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Thurston, Springer, Miller, Herd & Titak 245.00 $18k 0% Dec 2025
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Geneos Wealth Management 223.00 $16k 0% Dec 2025
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William Blair $ Company 212.00 $15k 6% Sep 2025
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O'shaughnessy Asset Management 185.00 $13k 0% Dec 2025
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CWM 162.00 $12k 0% Dec 2025
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Atlantic Trust 132.00 $9.5k 100% Dec 2025
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SHP Wealth Management 129.00 $9.3k 100% Dec 2025
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POM Investment Strategies 107.00 $7.7k 100% Dec 2025
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Smartleaf Asset Management 91.00 $6.6k 100% Dec 2025
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Federation des caisses Desjardins du Quebec 80.00 $5.8k 0% Dec 2025
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Vermillion & White Wealth Management Group 78.00 $5.6k 0% Dec 2025
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Milestone Group 72.00 $5.2k 0% Dec 2025
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Hantz Financial Services 66.00 $5.0k 0% Dec 2025
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Fifth Third Bancorp 41.00 $3.0k 100% Dec 2025
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Golden State Wealth Management 28.00 $2.0k 0% Dec 2025
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GPS Wealth Strategies Group 6.00 $433.999800 0% Dec 2025
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Who sold out of Fidelity vlu factor etf?

Fund or Company Name Date Sold Shares Held Valued At
Hoxton Planning & Management Sep 2025 8.8k $608k
Crossmark Global Holdings Sep 2025 8.1k $556k
Ameritas Advisory Services Sep 2025 5.6k $384k
Kovitz Investment Group Partners Sep 2025 3.4k $234k
Integrated Wealth Concepts Sep 2025 3.4k $234k
Wiley Bros.-aintree Capital Sep 2025 3.1k $216k
Sagespring Wealth Partners Sep 2025 3.0k $208k
Founders Financial Alliance Sep 2025 759.00 $52k
Principal Securities Sep 2025 726.00 $50k
Atlas Capital Advisors Jun 2025 264.00 $17k
Zrc Wealth Management Sep 2025 118.00 $8.2k
Oakworth Capital Sep 2025 10.00 $689.000000