FDIF institutional holders
Fidelity Disruptors ETF · 20 reporting institutions · $14.3M reported value
Funds that can replace FDIF · FDIF return decomposition
Institutional holdings
| Institution | Reported position | Advisors at firm | Report period |
|---|---|---|---|
| Sfmg, LLC | $10.3M | 16 | 2026-06-30 |
| Commonwealth Equity Services, LLC | $564.1K | 2,863 | 2026-06-30 |
| Osaic Holdings, Inc. | $543.8K | 0 | 2026-06-30 |
| Mfa Wealth Services | $473.7K | 2 | 2026-06-30 |
| Kovack Advisors, Inc. | $455.7K | 258 | 2026-06-30 |
| Citadel Advisors LLC | $427.7K | 0 | 2026-06-30 |
| Sequoia Financial Group, LLC | $341K | 258 | 2026-06-30 |
| Raymond James Financial Inc | $254K | 0 | 2026-06-30 |
| Jane Street Group, LLC | $223.8K | 0 | 2026-06-30 |
| Parallel Advisors, LLC | $187.2K | 75 | 2026-06-30 |
| Farther Finance Advisors, LLC | $180.8K | 334 | 2026-06-30 |
| Fmr LLC | $98K | 0 | 2026-06-30 |
| Bank of Montreal /can | $89K | 0 | 2026-06-30 |
| Tounjian Advisory Partners, LLC | $54.5K | 5 | 2026-06-30 |
| Godfrey Financial Associates, Inc. | $40.5K | 3 | 2026-06-30 |
| Pension & Wealth Management Advisors, Inc. | $37.8K | 7 | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | $36.5K | 481 | 2026-06-30 |
| Winch Financial | $12.5K | 7 | 2026-06-30 |
| Larson Financial Group LLC | $9.4K | 67 | 2026-06-30 |
| Lri Investments, LLC | $2.3K | 25 | 2026-06-30 |
Public filing evidence
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Report period: 2026-06-30