Who owns FDVV?
Fidelity High Dividend ETF · Fidelity
514 institutions reported holding FDVV, worth $4.1B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FDVV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $452.2M | 7,499,779 | +699,996 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $180.1M | 2,987,353 | +17,168 shares |
| Retirement Planning Group, LLC | Leawood, KS | $170.2M | 2,823,822 | +291,280 shares |
| Morgan Stanley | New York, NY | $163.6M | 2,713,339 | +84,614 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $155.7M | 2,581,834 | +148,465 shares |
| Bank of America Corp. | Charlotte, NC | $153.2M | 2,541,625 | +174,408 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $140.6M | 2,331,510 | +225,499 shares |
| JPMorgan Chase & Co | New York, NY | $131.2M | 2,175,133 | +145,797 shares |
| Cetera Investment Advisers | Schaumburg, IL | $127.7M | 2,117,713 | +100,327 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $119.7M | 1,984,267 | +554,375 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FDVV?
514 institutional managers reported holding FDVV in Form 13F filings for June 30, 2026, worth $4.1B in total. The largest reported position was held by LPL Financial LLC, at $452.2M.
Did institutions buy or sell FDVV last quarter?
Reported 13F value rose 14.1% from March 31, 2026, which includes price moves as well as buying and selling. 70 firms reported a new position and 30 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FDVV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.