Who Owns FIDELITY INTERNATIONAL VALUE FACTOR ETF (FIVA)?Hedge Fund & Institutional Holders

$34.65-0.38 (-1.08%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$9.613845500054e+137T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$23.66$27.29$30.92$34.55$38.18Sep 24Jun 25Mar 26

FIVA — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Align Financial, LLCNew Position+961K+$961.4M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+1.6M+$55.0M
SUMMIT WEALTH GROUP LLC / CONew Position+226K+$7.7M
Braeburn Wealth Management LLCNew Position+217K+$7.4M
Inspire Advisors, LLCNew Position+144K+$4.9M
ENVESTNET ASSET MANAGEMENT INCNew Position+82K+$2.0M
EVERGREEN CAPITAL MANAGEMENT LLCNew Position+36K+$1.2M
Compound Planning, Inc.New Position+31K+$1.0M
BENJAMIN EDWARDS INCNew Position+30K+$1.0M
Ameritas Advisory Services, LLCNew Position+15K+$529K
J.W. COLE ADVISORS, INC.New Position+8K+$272K
Dentgroup LLCNew Position+7K+$239K
MONEY CONCEPTS CAPITAL CORPNew Position+7K+$227K
Asset Allocation Strategies LLCNew Position+6K+$212K
AE Wealth Management LLCNew Position+3K+$117K

FIVA — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
FMR LLCDecreased-33K-$50.7B
LPL Financial LLCDecreased-12K-$8.9B
OSAIC HOLDINGS, INC.Decreased-38K-$4.5B
GREAT VALLEY ADVISOR GROUP, INC.Decreased-9K-$1.9B
AMERIPRISE FINANCIAL INCDecreased-127-$788.6M
HBK Sorce Advisory LLCDecreased-2K-$618.5M
GTS SECURITIES LLCClosed Position-16K-$491.4M
ROYAL BANK OF CANADADecreased-10K-$387.0M
Beirne Wealth Consulting Services, LLCDecreased-468-$309.1M
Koshinski Asset Management, Inc.Decreased-3K-$292.4M
Sunbelt Securities, Inc.Decreased-84-$224.8M
Prosperity Planning, Inc.Decreased-158-$205.8M
Advisory Services Network, LLCClosed Position-5K-$167.2M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-362-$15.6M
IFP Advisors, IncDecreased-94-$6.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Align Financial, LLC961,384$961.4M0.56%Share
2COMMONWEALTH EQUITY SERVICES, LLC1,616,599$55.0M0.07%Share
3FMR LLC1,588,883$54.0M0.00%Share
4LPL Financial LLC271,965$9.0M0.00%Share
5SUMMIT WEALTH GROUP LLC / CO225,540$7.7M1.02%Share
6Braeburn Wealth Management LLC216,797$7.4M3.79%Share
7Inspire Advisors, LLC143,733$4.9M0.45%Share
8Cetera Investment Advisers131,171$4.0M0.00%Share
9OSAIC HOLDINGS, INC.92,051$3.0M0.00%Share
10JANE STREET GROUP, LLC100,000$3.0M0.00%Share
11Cadent Capital Advisors, LLC69,162$2.4M0.61%Share
12JPMORGAN CHASE & CO66,942$2.0M0.00%Share
13Kestra Advisory Services, LLC64,387$2.0M0.01%Share
14ENVESTNET ASSET MANAGEMENT INC82,035$2.0M0.00%Share
15OmniStar Financial Group, Inc.44,303$1.5M0.89%Share
16EVERGREEN CAPITAL MANAGEMENT LLC35,825$1.2M0.03%Share
17Compound Planning, Inc.30,649$1.0M0.03%Share
18BENJAMIN EDWARDS INC30,040$1.0M0.01%Share
19GREAT VALLEY ADVISOR GROUP, INC.51,692$1.0M0.02%Share
20BANK OF AMERICA CORP /DE/40,627$1.0M0.00%Share
21Patriot Financial Group Insurance Agency, LLC17,693$605K0.07%Share
22Ameritas Advisory Services, LLC15,479$529K0.02%Share
23High Falls Advisors, Inc10,958$375K0.08%Share
24Beirne Wealth Consulting Services, LLC9,422$322K0.09%Share
25J.W. COLE ADVISORS, INC.7,965$272K0.01%Share
26Sunbelt Securities, Inc.7,111$243K0.02%Share
27Dentgroup LLC6,985$239K0.16%Share
28Farther Finance Advisors, LLC7,005$239K0.00%Share
29MONEY CONCEPTS CAPITAL CORP6,650$227K0.01%Share
30Prosperity Planning, Inc.6,428$220K0.06%Share
31Asset Allocation Strategies LLC6,222$212K0.04%Share
32Koshinski Asset Management, Inc.6,054$207K0.01%Share
33AE Wealth Management LLC3,446$117K0.00%Share
34Spire Wealth Management3,240$110K0.00%Share
35COMERICA BANK2,124$72K0.00%Share
36Cornerstone Planning Group LLC1,526$55K0.01%Share
37CoreCap Advisors, LLC708$24K0.00%Share
38NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO138$16K0.00%Share
39Allworth Financial LP371$12K0.00%Share
40Root Financial Partners, LLC186$6K0.00%Share
41FLAGSHIP HARBOR ADVISORS, LLC132$4K0.00%Share
42AdvisorNet Financial, Inc97$3K0.00%Share
43Steigerwald, Gordon & Koch Inc.80$2K0.00%Share
44Kingdom Financial Group LLC.39$1K0.00%Share
45BFSG, LLC46$1K0.00%Share
46Dunhill Financial, LLC37$1K0.00%Share
47Kozak & Associates, Inc.30$1K0.00%Share
48BANK OF AMERICA CORP /DE/8,654$00.00%Share
49AMERIPRISE FINANCIAL INC25,083$00.00%Share
50NATIONAL BANK OF CANADA /FI/5,065$00.00%Share

FIVA Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202570$1.1B+26
Q3 202544$85.0B+1
Q2 202543$74.5B+6
Q1 202537$104.8B+9
Q4 202428$470.1B+4
Q3 202424$79.7T+3
Q2 202421$62.8T+1
Q1 202420$50.9T—

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As of Q4 2025, 50 institutional investors hold FIVA (FIDELITY INTERNATIONAL VALUE FACTOR ETF). The largest holder is Align Financial, LLC with $961.4M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own FIVA?

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

Who is the largest institutional holder of FIVA?

The largest institutional holder of FIVA is Align Financial, LLC with $961.4M in shares.

Is institutional ownership of FIVA increasing or decreasing?

This quarter, 15 institutions opened new positions in FIVA and 2 closed their positions.