Who Owns FLRG?
FIDELITY U.S. MULTIFACTOR ETF — Institutional Ownership & 13F Holdings
$40.47
+0.69 (+1.74%)
Market Cap
$276.6M
Shares Outstanding
7,087,642
Institutional Holders
29
Total Inst. Value
$72.2M
% of Float Held
—
QoQ Holder Change
+17
Institutional data as of Q1 2025
New Positions
11
Closed Positions
3
Increased
8
Decreased
8
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | AE Wealth Management LLC | $43.8M | 1,319,340 |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew | $8.1M | 243,239 |
| 3 | Advisory Services Network, LLCNew | $6.5M | 194,893 |
| 4 | Centennial Wealth Advisory LLCNew | $2.5M | 74,512 |
| 5 | IFP Advisors, Inc | $1.7M | 51,738 |
| 6 | GOLDMAN SACHS GROUP INC | $1.6M | 48,565 |
| 7 | Cetera Investment Advisers | $1.5M | 44,992 |
| 8 | OSAIC HOLDINGS, INC. | $1.1M | 32,347 |
| 9 | World Investment Advisors | $1.0M | 31,525 |
| 10 | Sigma Planning Corp | $827K | 24,951 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| AE Wealth Management LLC | +172K | $43.8M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew | +243K | $8.1M |
| Advisory Services Network, LLCNew | +195K | $6.5M |
| Centennial Wealth Advisory LLCNew | +75K | $2.5M |
| GOLDMAN SACHS GROUP INC | +36K | $1.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| CITADEL ADVISORS LLC | -22K | $384K |
| IFP Advisors, Inc | -17K | $1.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | -16K | $28K |
| Cetera Investment Advisers | -14K | $1.5M |
| OSAIC HOLDINGS, INC. | -5K | $1.1M |
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Frequently Asked Questions
How many institutional investors hold FLRG?
As of Q1 2025, 29 institutional investors report holding FLRG (FIDELITY U.S. MULTIFACTOR ETF) in their 13F filings.
Which hedge fund owns the most FLRG?
The largest institutional holder of FLRG is AE Wealth Management LLC with $43.8M in shares.
Are institutions buying or selling FLRG?
This quarter, 11 institutions opened new positions in FLRG and 3 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.