ETF Holders

Who owns FLRG?

US large cap

Fidelity U.S. Multifactor ETF · Fidelity

47 institutions reported holding FLRG, worth $172.0M, in Form 13F filings for June 30, 2026.

13F holders
47
Institutional value
$172.0M
Change from prior quarter
+13.8%
+$20.8M, with price moves
New and sold-out firms
8 / 3
22 added, 10 trimmed

Top 10 institutional holders of FLRG

FirmLocationValueSharesChange
AE Wealth Management LLCTopeka, KS$83.3M2,029,687−70,714 shares
Commonwealth Equity Services, LLCWaltham, MA$29.7M722,984−31,642 shares
Berman McAleer LLCTimonium, MD$13.6M331,532+8,581 shares
Advisory Services Network, LLCAtlanta, GA$8.9M217,760+53,517 shares
Wealth Enhancement Advisory Services, LLCPlymouth, MN$7.4M180,687+1,473 shares
Centennial Wealth Advisory LLCTraverse City, MI$3.4M83,823−653 shares
Western Wealth Management, LLCGolden, CO$3.2M77,080+5,043 shares
Kestra Advisory Services, LLCAustin, TX$2.1M50,855−21,359 shares
Principal Securities, Inc.Des Moines, IA$2.0M49,438−2,562 shares
Cambridge Investment Research Advisors, Inc.Fairfield, IA$1.9M47,070+24,064 shares
37 more firms

The full list comes with the Advisors and Institutions package.

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From 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 FLRG?

47 institutional managers reported holding FLRG in Form 13F filings for June 30, 2026, worth $172.0M in total. The largest reported position was held by AE Wealth Management LLC, at $83.3M.

Did institutions buy or sell FLRG last quarter?

Reported 13F value rose 13.8% from March 31, 2026, which includes price moves as well as buying and selling. 8 firms reported a new position and 3 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 FLRG 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.