Who Owns FIDELITY MOMENTUM FACTOR ETF (FDMO)?Hedge Fund & Institutional Holders

$80.83-0.66 (-0.81%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.7700011000019003e+177T

% of Float Held

—

QoQ Change in Holders

+14 / -6

Price History

$58.00$65.47$72.95$80.42$87.90Sep 24Jun 25Mar 26

FDMO — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ENVESTNET ASSET MANAGEMENT INCNew Position+1.3M+$110.0M
Portfolio Strategies, Inc.New Position+154K+$12.9M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+83K+$6.0M
Elevation Capital Advisory, LLCNew Position+52K+$4.4M
Cerity Partners LLCNew Position+57K+$4.0M
Cambridge Investment Research Advisors, Inc.Increased+46K+$3.8M
Strategic Blueprint, LLCNew Position+33K+$2.8M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+19K+$1.7M
SUSQUEHANNA INTERNATIONAL GROUP, LLPNew Position+18K+$1.0M
FOUNDATIONS INVESTMENT ADVISORS, LLCNew Position+24K+$1.0M
Bryant Woods Investment Advisors, LLCNew Position+12K+$1.0M
Envestnet Portfolio Solutions, Inc.New Position+21K+$1.0M
J.W. COLE ADVISORS, INC.New Position+11K+$924K
AE Wealth Management LLCNew Position+11K+$907K
Keystone Wealth Services, LLCNew Position+7K+$619K

FDMO — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Kestra Advisory Services, LLCDecreased-16K-$6.2B
NewEdge Advisors, LLCDecreased-28K-$4.6B
MORGAN STANLEYDecreased-21K-$3.7B
OSAIC HOLDINGS, INC.Decreased-5K-$3.6B
JPMORGAN CHASE & CODecreased-6K-$2.8B
Rehmann Capital Advisory GroupDecreased-285-$1.4B
GOLDMAN SACHS GROUP INCDecreased-9K-$1.0B
Orgel Wealth Management, LLCDecreased-147-$756.8M
Integrated Wealth Concepts LLCClosed Position-7K-$577.3M
High Falls Advisors, IncDecreased-632-$405.1M
OLD MISSION CAPITAL LLCClosed Position-3K-$250.3M
UBS Group AGClosed Position-3K-$223.4M
Advisory Services Network, LLCClosed Position-1K-$123.4M
Founders Financial Alliance, LLCClosed Position-562-$46.7M
PRINCIPAL SECURITIES, INC.Closed Position-480-$39.9M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1FMR LLC2,108,970$177.0M0.01%Share
2ENVESTNET ASSET MANAGEMENT INC1,317,601$110.0M0.03%Share
3Great Lakes Retirement, Inc.229,207$19.0M1.98%Share
4Cetera Investment Advisers195,063$16.0M0.02%Share
5Portfolio Strategies, Inc.153,992$12.9M1.50%Share
6LPL Financial LLC106,798$8.0M0.00%Share
7Cambridge Investment Research Advisors, Inc.96,737$8.0M0.02%Share
8RAYMOND JAMES FINANCIAL INC105,193$8.0M0.00%Share
9COMMONWEALTH EQUITY SERVICES, LLC83,352$6.0M0.01%Share
10KESTRA PRIVATE WEALTH SERVICES, LLC70,085$5.9M0.07%Share
11Elevation Capital Advisory, LLC52,354$4.4M1.80%Share
12Cerity Partners LLC56,703$4.0M0.01%Share
13Kestra Advisory Services, LLC58,538$4.0M0.02%Share
14RAYMOND JAMES FINANCIAL INC36,761$3.0M0.00%Share
15Strategic Blueprint, LLC32,812$2.8M0.16%Share
16NewEdge Advisors, LLC27,321$2.0M0.01%Share
17JPMORGAN CHASE & CO27,113$2.0M0.00%Share
18OSAIC HOLDINGS, INC.25,181$2.0M0.00%Share
19WEALTH ENHANCEMENT ADVISORY SERVICES, LLC19,343$1.7M0.00%Share
20Rehmann Capital Advisory Group17,153$1.4M0.08%Share
21Nova Wealth Management, Inc.13,147$1.1M0.76%Share
22Envestnet Portfolio Solutions, Inc.20,913$1.0M0.00%Share
23FOUNDATIONS INVESTMENT ADVISORS, LLC23,575$1.0M0.01%Share
24Rockefeller Capital Management L.P.21,979$1.0M0.00%Share
25MORGAN STANLEY22,688$1.0M0.00%Share
26OSAIC HOLDINGS, INC.13,477$1.0M0.00%Share
27Bryant Woods Investment Advisors, LLC11,917$1.0M0.39%Share
28BANK OF AMERICA CORP /DE/23,341$1.0M0.00%Share
29SUSQUEHANNA INTERNATIONAL GROUP, LLP15,075$1.0M0.00%Share
30ROYAL BANK OF CANADA13,795$1.0M0.00%Share
31J.W. COLE ADVISORS, INC.11,012$924K0.02%Share
32AE Wealth Management LLC10,804$907K0.01%Share
33Orgel Wealth Management, LLC8,961$752K0.02%Share
34Keystone Wealth Services, LLC7,375$619K0.13%Share
35Mosley Wealth Management7,394$617K0.28%Share
36Stonehearth Capital Management, LLC6,980$586K0.22%Share
37SAX WEALTH ADVISORS, LLC6,811$571K0.03%Share
38Inscription Capital, LLC6,610$554K0.06%Share
39NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO7,934$554K0.00%Share
40Kestra Investment Management, LLC6,069$509K0.01%Share
41WESTBOURNE INVESTMENTS, INC.5,138$431K0.20%Share
42Valmark Advisers, Inc.5,046$423K0.01%Share
43Sigma Planning Corp5,020$421K0.01%Share
44Ascent Group, LLC4,857$407K0.01%Share
45CALTON & ASSOCIATES, INC.4,847$406K0.06%Share
46AXXCESS WEALTH MANAGEMENT, LLC4,331$363K0.00%Share
47Darwin Wealth Management, LLC4,331$363K0.11%Share
48High Falls Advisors, Inc4,242$356K0.07%Share
49Retireful, LLC4,184$351K0.44%Share
50AssuredPartners Investment Advisors, LLC4,168$349K0.05%Share

FDMO Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202587$420.7M+40
Q3 202547$238.2B-21
Q2 202568$341.7B+1
Q1 202567$348.3B+11
Q4 202456$8.9T+14
Q3 202442$167.9T+2
Q2 202440$81.1T-2
Q1 202442$68.1T—

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As of Q4 2025, 50 institutional investors hold FDMO (FIDELITY MOMENTUM FACTOR ETF). The largest holder is FMR LLC with $177.0M in shares. This quarter, 14 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own FDMO?

As of Q4 2025, 50 institutional investors report holding FDMO (FIDELITY MOMENTUM FACTOR ETF) in their 13F filings.

Who is the largest institutional holder of FDMO?

The largest institutional holder of FDMO is FMR LLC with $177.0M in shares.

Is institutional ownership of FDMO increasing or decreasing?

This quarter, 14 institutions opened new positions in FDMO and 6 closed their positions.