Who Owns FDVV?
FIDELITY HIGH DIVIDEND ETF — Institutional Ownership & 13F Holdings
$58.72
+0.06 (+0.09%)
Market Cap
$8.9B
Shares Outstanding
145,258,599
Institutional Holders
337
Total Inst. Value
$1.3B
% of Float Held
—
QoQ Holder Change
+192
Institutional data as of Q1 2025
New Positions
107
Closed Positions
23
Increased
144
Decreased
50
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $109.3M | 2,203,280 |
| 2 | Retirement Planning Group, LLC | $90.6M | 1,827,617 |
| 3 | BANK OF AMERICA CORP /DE/ | $74.0M | 1,492,379 |
| 4 | OSAIC HOLDINGS, INC. | $57.6M | 1,160,276 |
| 5 | WELLS FARGO & COMPANY/MN | $50.0M | 1,008,979 |
| 6 | JPMORGAN CHASE & CO | $47.7M | 962,711 |
| 7 | RAYMOND JAMES FINANCIAL INC | $44.9M | 904,306 |
| 8 | CHILDRESS CAPITAL ADVISORS, LLCNew | $42.4M | 854,023 |
| 9 | Cetera Investment Advisers | $40.1M | 808,542 |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $35.4M | 713,054 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +227K | $109.3M |
| Retirement Planning Group, LLC | +1.6M | $90.6M |
| BANK OF AMERICA CORP /DE/ | +251K | $74.0M |
| OSAIC HOLDINGS, INC. | +509K | $57.6M |
| WELLS FARGO & COMPANY/MN | +108K | $50.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Mascoma Wealth Management LLC | -260K | $3K |
| JANE STREET GROUP, LLC | -243K | $6.5M |
| Equitable Holdings, Inc. | -232K | $4.4M |
| Sovran Advisors, LLC | -36K | $2.0M |
| CALTON & ASSOCIATES, INC. | -32K | $202K |
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Frequently Asked Questions
How many institutional investors hold FDVV?
As of Q1 2025, 337 institutional investors report holding FDVV (FIDELITY HIGH DIVIDEND ETF) in their 13F filings.
Which hedge fund owns the most FDVV?
The largest institutional holder of FDVV is MORGAN STANLEY with $109.3M in shares.
Are institutions buying or selling FDVV?
This quarter, 107 institutions opened new positions in FDVV and 23 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.