Who owns Fidelity vlu factor etf?
- Ticker: FVAL
- CUSIP Number: 316092782
Tip: Access positions for across all investors
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 |
|---|---|---|---|---|---|
| Envestnet Asset Management | 1.7M | $118M | 10% | Mar 2026 |
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| FMR | 1.7M | $120M | 0% | Dec 2025 |
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| High Probability Advisors | 425k | $30M | -1% | Mar 2026 |
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| Royal Bank of Canada | 301k | $21M | -8% | Mar 2026 |
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| Dynamic Advisors Solutions | 295k | $21M | 2% | Mar 2026 |
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| LPL Financial | 290k | $20M | -12% | Mar 2026 |
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| MAI Wealth Advisors | 287k | $20M | 4% | Mar 2026 |
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| Cetera Investment Advisers | 282k | $20M | 9% | Mar 2026 |
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| Advisor Group Holdings | 251k | $18M | -3% | Dec 2025 |
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| Merit Financial Group | 227k | $16M | -32% | Mar 2026 |
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| Commonwealth Equity Services | 214k | $15M | -10% | Mar 2026 |
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| Beacon Advisors Holdings | 194k | $13M | 1% | Mar 2026 |
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| Bank of America Corporation | 173k | $12M | 100% | Mar 2026 |
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| Kestra Advisory Services | 147k | $10M | -25% | Mar 2026 |
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| Morgan Stanley | 132k | $9.1M | 4% | Mar 2026 |
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| Custos Family Office | 128k | $9.2M | -16% | Dec 2025 |
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| Streettalk Advisors | 127k | $8.8M | 4166% | Mar 2026 |
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| Vantage Financial Partners | 121k | $8.8M | -1% | Dec 2025 |
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| Kestra Private Wealth Services | 117k | $8.1M | 1% | Mar 2026 |
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| Condor Capital Management | 117k | $8.1M | 3% | Mar 2026 |
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| Sax Wealth Advisors | 114k | $8.2M | 0% | Mar 2026 |
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| Creative Planning | 107k | $7.4M | 4% | Mar 2026 |
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| Goodwin Investment Advisory | 80k | $5.5M | -1% | Mar 2026 |
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| Thrivent Financial for Lutherans | 76k | $5.3M | -64% | Mar 2026 |
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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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| Cedar Point Capital Partners | 63k | $4.4M | 5% | Mar 2026 |
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| Raymond James Financial | 50k | $3.6M | 46% | Dec 2025 |
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| Cambridge Investment Research Advisors | 49k | $3.4M | 8% | Mar 2026 |
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| Primoris Wealth Advisors | 46k | $3.2M | -2% | Mar 2026 |
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| Altfest L J & Co | 45k | $3.1M | 9% | Mar 2026 |
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| Rockefeller Capital Management | 42k | $2.9M | 80% | Mar 2026 |
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| Bouvel Investment Partners | 41k | $2.9M | -2% | Mar 2026 |
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| PFG Advisors | 39k | $2.7M | -34% | Mar 2026 |
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| Farther Finance Advisors | 39k | $2.7M | 127% | Mar 2026 |
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| Personal Resources Investment & Strategic Management | 33k | $2.3M | 0% | Mar 2026 |
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| Goldman Sachs Group | 32k | $2.2M | 7% | Mar 2026 |
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| Harwood Advisory | 26k | $1.8M | 44% | Mar 2026 |
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| Strategic Blueprint | 25k | $1.7M | 2% | Mar 2026 |
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| Forbes Financial Planning | 25k | $1.7M | 0% | Mar 2026 |
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| Two Sigma Investments | 23k | $1.6M | -74% | Mar 2026 |
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| Envestnet Portfolio Solutions | 22k | $1.5M | 7% | Mar 2026 |
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| CLS Investments | 22k | $1.5M | -17% | Mar 2026 |
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| National Asset Management | 21k | $1.4M | 9% | Mar 2026 |
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| Mml Investors Services | 20k | $1.4M | -16% | Mar 2026 |
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| Traub Capital Management | 18k | $1.3M | -1% | Mar 2026 |
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| AE Wealth Management | 18k | $1.2M | 22% | Mar 2026 |
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| P.J. Schmidt Investment Management | 17k | $1.2M | 18% | Mar 2026 |
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| BlackRock | 17k | $1.2M | 100% | Mar 2026 |
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| Ethos Capital Management | 17k | $1.2M | -21% | Mar 2026 |
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| Sigma Planning | 17k | $1.1M | -3% | Mar 2026 |
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| ValMark Advisers | 16k | $1.1M | 0% | Mar 2026 |
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| Spectrum Investment Advisors | 16k | $1.1M | 6% | Mar 2026 |
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| Sunbelt Securities | 13k | $890k | 1% | Mar 2026 |
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| Montis Financial | 13k | $875k | -3% | Mar 2026 |
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| AQR Capital Management | 12k | $859k | 32% | Mar 2026 |
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| Certified Advisory Corp | 12k | $851k | 13% | Mar 2026 |
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| Diversify Wealth Management | 12k | $899k | 100% | Mar 2026 |
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| Hanson McClain Advisors | 11k | $768k | 3% | Dec 2025 |
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| Cullen Frost Bankers | 9.6k | $664k | 8% | Mar 2026 |
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| Ballast Financial Advisors | 9.3k | $646k | 100% | Mar 2026 |
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| Susquehanna International | 9.3k | $670k | -77% | Dec 2025 |
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| Samalin Investment Counsel | 9.2k | $641k | 0% | Mar 2026 |
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| Thoroughbred Financial Services | 8.7k | $602k | 5% | Mar 2026 |
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| Private Advisor | 8.7k | $602k | 15% | Mar 2026 |
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| Goss Wealth Management | 8.6k | $594k | -2% | Mar 2026 |
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| HPM Partners | 8.0k | $558k | 1% | Mar 2026 |
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| Gwn Securities | 8.0k | $579k | 5% | Dec 2025 |
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| Kovack Advisors | 7.8k | $546k | 0% | Mar 2026 |
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| Assetmark | 7.3k | $504k | 6% | Mar 2026 |
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| Pensionmark Financial Group | 7.0k | $484k | 0% | Mar 2026 |
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| Storen Legacy Partners | 6.7k | $465k | 0% | Mar 2026 |
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| Mutual Advisors | 6.4k | $443k | -2% | Mar 2026 |
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| Mariner Wealth Advisors | 6.3k | $438k | 39% | Mar 2026 |
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| Equitable Holdings | 6.3k | $454k | 100% | Mar 2026 |
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| Concord Wealth Partners | 6.2k | $432k | 100% | Mar 2026 |
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| Principle Wealth Partners | 6.2k | $428k | 0% | Mar 2026 |
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| Sequoia Financial Advisors | 6.2k | $428k | 1% | Mar 2026 |
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| Prepared Retirement Institute | 6.1k | $426k | 3% | Mar 2026 |
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| Integrity Wealth Partners | 6.0k | $419k | 100% | Mar 2026 |
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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 | $357k | 0% | Mar 2026 |
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| Arkadios Wealth Advisors | 4.6k | $321k | 23% | Mar 2026 |
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| CoreCap Advisors | 4.6k | $320k | -2% | Mar 2026 |
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| LaSalle St. Investment Advisors | 4.6k | $318k | -33% | Mar 2026 |
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| Capital Analysts | 4.5k | $314k | 203% | Mar 2026 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4.5k | $312k | 19% | Mar 2026 |
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| Avaii Wealth Management | 4.4k | $308k | 0% | Mar 2026 |
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| EP Wealth Advisors | 4.4k | $307k | 2% | Mar 2026 |
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| New England Private Wealth Advisors | 4.3k | $301k | 0% | Mar 2026 |
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| Advisory Services Network | 4.3k | $310k | 0% | Dec 2025 |
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| CFO4Life | 4.1k | $286k | 0% | Mar 2026 |
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| Wood Tarver Financial Group | 4.1k | $283k | 0% | Mar 2026 |
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| Foguth Wealth Management | 3.9k | $311k | -3% | Mar 2026 |
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| Change Path | 3.9k | $268k | 3% | Mar 2026 |
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| Quantinno Capital Management | 3.8k | $267k | -15% | Mar 2026 |
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| Foronjy Financial | 3.6k | $251k | 0% | Mar 2026 |
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| Mercer Global Advisors | 3.6k | $248k | 100% | Mar 2026 |
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| Integrated Wealth Concepts | 3.4k | $234k | 100% | Mar 2026 |
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| WealthPlan Investment Management | 3.3k | $228k | 100% | Mar 2026 |
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| Madison Wealth Partners | 3.2k | $224k | 100% | Mar 2026 |
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| Onyx Bridge Wealth Group | 3.0k | $211k | 0% | Mar 2026 |
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| Stifel Financial | 3.0k | $210k | 1% | Mar 2026 |
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| Glen Eagle Advisors | 2.8k | $197k | -1% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 2.6k | $178k | 18% | Mar 2026 |
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| Glass Jacobson Investment Advisors | 2.4k | $166k | 0% | Mar 2026 |
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| Sunrise Financial Services | 2.3k | $160k | 100% | Mar 2026 |
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| Capital Investment Counsel | 2.2k | $155k | 0% | Mar 2026 |
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| Fifth Third Bancorp | 2.2k | $154k | 5322% | Mar 2026 |
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| Brian McDonald | 2.2k | $158k | 0% | Dec 2025 |
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| Clarity Asset Management | 2.2k | $150k | 0% | Mar 2026 |
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| Portfolio Resources Advisor Group | 2.1k | $148k | 100% | Mar 2026 |
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| Harbour Investments | 2.1k | $144k | 100% | Mar 2026 |
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| Western Wealth Management | 1.4k | $97k | 100% | Mar 2026 |
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| AdvisorNet Financial | 1.3k | $87k | 0% | Mar 2026 |
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| Wells Fargo & Company | 1.0k | $71k | 128% | Mar 2026 |
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| Ancora Advisors | 1.0k | $70k | 100% | Mar 2026 |
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| Twin Peaks Wealth Advisors | 971.00 | $67k | 100% | Mar 2026 |
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| Lavaca Capital | 949.00 | $66k | 100% | Mar 2026 |
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| UBS Group | 914.00 | $63k | -56% | Mar 2026 |
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| CNB Bank | 686.00 | $48k | 0% | Mar 2026 |
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| O'shaughnessy Asset Management | 685.00 | $48k | 270% | Mar 2026 |
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| Harbor Asset Planning | 544.00 | $38k | 0% | Mar 2026 |
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| IFP Advisors | 489.00 | $34k | -27% | Mar 2026 |
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| Ubs Global Asset Management Americas | 321.00 | $22k | 100% | Mar 2026 |
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| Cornerstone Planning Group | 310.00 | $24k | 100% | Mar 2026 |
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| Russell Investments | 308.00 | $21k | 0% | Mar 2026 |
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| Spire Wealth Management | 281.00 | $20k | -1% | Mar 2026 |
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| Parkside Financial Bank & Trust | 278.00 | $19k | 100% | Mar 2026 |
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| Bank Of Montreal | 273.00 | $19k | 100% | Mar 2026 |
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| Pnc Financial Services | 251.00 | $17k | 100% | Mar 2026 |
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| Thurston, Springer, Miller, Herd & Titak | 245.00 | $17k | 0% | Mar 2026 |
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| Geneos Wealth Management | 223.00 | $16k | 0% | Mar 2026 |
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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 | $9.0k | 0% | Mar 2026 |
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| Vanguard Advisers | 91.00 | $6.3k | 100% | Mar 2026 |
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| Smartleaf Asset Management | 91.00 | $6.1k | 0% | Mar 2026 |
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| Federation des caisses Desjardins du Quebec | 80.00 | $5.6k | 0% | Mar 2026 |
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| CGC Financial Services | 73.00 | $5.1k | 100% | Mar 2026 |
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| Milestone Group | 72.00 | $5.0k | 0% | Mar 2026 |
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| Woodard & Co Asset Management Group | 67.00 | $4.7k | -88% | Mar 2026 |
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| SRS Capital Advisors | 44.00 | $3.1k | -95% | Mar 2026 |
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| Mather Group | 29.00 | $2.0k | 100% | Mar 2026 |
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| Golden State Wealth Management | 28.00 | $1.9k | 0% | Mar 2026 |
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| Steward Partners Investment Advisory | 28.00 | $1.9k | 100% | Mar 2026 |
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| Basepoint Wealth | 6.00 | $415.999800 | 100% | Mar 2026 |
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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 |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 206k | $14M |
| LVZ Advisors | Dec 2025 | 26k | $1.9M |
| J.w. Cole Advisors | Dec 2025 | 21k | $1.5M |
| Axxcess Wealth Management | Dec 2025 | 17k | $1.3M |
| Foundations Investment Advisors | Dec 2025 | 17k | $1.2M |
| Citadel Advisors | Dec 2025 | 14k | $1.0M |
| Diversify Advisory Services | Dec 2025 | 12k | $869k |
| Wealth Enhancement Advisory Services | Dec 2025 | 10k | $759k |
| Flagship Wealth Advisors | Dec 2025 | 9.4k | $682k |
| Jane Street | Dec 2025 | 7.3k | $524k |
| Kestra Investment Management | Dec 2025 | 5.9k | $426k |
| Wiley Bros.-aintree Capital | Sep 2025 | 3.1k | $216k |
| Sowell Financial Services | Dec 2025 | 2.8k | $203k |
| Silver Oak Securities | Dec 2025 | 2.8k | $202k |
| William Blair $ Company | Dec 2025 | 212.00 | $15k |
| POM Investment Strategies | Dec 2025 | 107.00 | $7.7k |
| Vermillion & White Wealth Management Group | Dec 2025 | 78.00 | $5.6k |
| Hantz Financial Services | Dec 2025 | 66.00 | $5.0k |