FDVV institutional holders

Fidelity High Dividend ETF · 531 reporting institutions · $4B reported value

Funds that can replace FDVV · FDVV return decomposition

Institutional holdings

Institutions reporting FDVV, largest first
InstitutionReported positionAdvisors at firmReport period
Lpl Financial LLC$452.2M23,4582026-06-30
Commonwealth Equity Services, LLC$180.1M2,8632026-06-30
Retirement Planning Group, LLC$170.2M02026-06-30
Morgan Stanley$163.6M23,1852026-06-30
Envestnet Pmc$155.7M602026-06-30
Bank of America Corp /de$153.2M02026-06-30
Raymond James Financial Inc$140.6M02026-06-30
Jpmorgan Chase & Co$131.2M02026-06-30
Cetera Investment Advisers$127.7M10,3702026-06-30
Osaic Holdings, Inc.$119.7M02026-06-30
Dynasty Wealth Management, LLC$113.8M142026-06-30
Wells Fargo & Company/mn$111.9M02026-06-30
Kestra Advisory Services, LLC$86.8M1,4792026-06-30
Sagespring Wealth Partners$84.5M1262026-06-30
Northwestern Mutual Wealth Management Co$55.1M02026-06-30
Arkadios Wealth Advisors$49.2M2262026-06-30
MML Investors Services, LLC$45.5M5,1202026-06-30
Kestra Investment Management, LLC$41.8M92026-06-30
McIlrath & Eck, LLC$40.7M62026-03-31
Childress Capital Advisors, LLC$39.9M42026-06-30
Victory Financial Group, LLC$38.6M562026-06-30
Royal Bank of Canada$38.6M02026-06-30
Allworth Financial, LP$35.4M3172026-06-30
Mariner, LLC$34.2M02026-06-30
Private Advisor Group, LLC$32.4M9272026-06-30
Woodard & Co Asset Management Group Inc /adv$26.2M52026-06-30
Wealth Enhancement Advisory Services, LLC$24.4M1,0262026-06-30
Assuredpartners Investment Advisors$24.4M292026-06-30
Integrated Wealth Concepts LLC$20.4M4802026-06-30
Milestone Investment Advisors LLC$19.6M72026-06-30
Aa Financial Advisors, LLC$19.4M122026-06-30
Flagship Wealth Advisors, LLC$18.7M92026-06-30
Equitable Holdings, Inc.$18.5M02026-06-30
Stratos Investment Management, LLC$18.3M72026-06-30
D.A. Davidson & Co.$18.1M6892026-06-30
Calton & Associates, Inc.$17.8M1402026-06-30
Prime Capital Financial$16.9M2652026-06-30
Regimen Wealth, LLC$16.8M52026-06-30
Ifp Advisors, Inc$15.9M3182026-06-30
World Investment Advisors$15.6M3592026-06-30
Fifth Third Securities, Inc.$14.7M1,0142026-06-30
Prentice Wealth Management LLC$14.7M52026-06-30
Clark Wealth Partners, LLC$14.4M42026-06-30
Gts Securities LLC$14.2M02026-06-30
Rooted Wealth Advisors, Inc.$14.2M82026-06-30
Fmr LLC$14.1M02026-06-30
Independence Financial Advisors, LLC$13.7M82026-06-30
Truist Financial Corp$13.5M02026-06-30
Advisory Services Network$13.4M2532026-06-30
Per Stirling Capital Management, Llc.$13.3M312026-06-30
Performance Wealth$13.2M112026-06-30
Citadel Advisors LLC$12.9M02026-06-30
Shp Wealth Management$12.7M322026-06-30
Cwm, LLC$12.5M6672026-03-31
Lakeridge Wealth Management LLC$12.5M122026-06-30
Susquehanna International Group, LLP$11.8M02026-06-30
Ameriprise Financial Inc$11.6M02026-06-30
Sculati Wealth Management, LLC$11.6M42026-06-30
Pcg Wealth Advisors, LLC$11M182026-06-30
Dentgroup LLC$10.9M02025-12-31
Cyr Financial Inc.$10.1M52026-06-30
&partners$9.9M5552026-06-30
Stifel Financial Corp$9.8M02026-06-30
Captrust Financial Advisors$9.6M9622026-06-30
Powers Advisory Group, LLC$9.4M42026-06-30
Lido Advisors, LLC$9.4M3202026-06-30
Sanctuary Advisors, LLC$9.4M4012026-06-30
Cornerstone Wealth, Llc/tn$9.3M02026-06-30
Stephens Inc /ar$9M2432026-06-30
Kovack Advisors, Inc.$9M2582026-06-30
Baird Financial Group, Inc.$8.9M02026-06-30
Rockefeller Capital Management LP$8.9M3462026-06-30
New Insight Wealth Advisors$8.9M52026-06-30
Base Wealth Management$8.6M72026-06-30
Unique Wealth, LLC$8.4M142026-06-30
Strategic Blueprint, LLC$8.4M552026-06-30
Centerline Wealth Advisors, LLC$8.2M42026-06-30
Mgo One Seven LLC$8.1M1182026-06-30
Global Retirement Partners LLC$8.1M4912026-06-30
Investment Advisory Services Group LLC$8.1M92026-06-30
Merit Financial Group, LLC$8.1M2952026-06-30
Pathway Financial Advisers, LLC$8M62026-06-30
Neuberger Berman Group LLC$7.9M02026-06-30
Carbahal Olsen Financial Services Group, LLC$7.9M22026-06-30
Bg Investment Services, LLC$7.6M52026-06-30
Advisornet Wealth Partners$7.4M582026-06-30
Investment Advisory Services Inc /tx /adv$7.3M02026-06-30
Principal Securities, Inc.$7.2M1,4632026-06-30
Citizens Financial Group Inc/ri$7.1M02026-06-30
McGlone Suttner Wealth Management, Inc.$6.7M82026-06-30
Kestra Private Wealth Services, LLC$6.6M2062026-06-30
High Point Wealth Management, LLC$6.5M22026-06-30
Lineweaver Wealth Advisors, LLC$6.5M92026-06-30
Openarc Corporate Advisory, LLC$6.5M1232026-06-30
Marshall & Sterling Wealth Advisors Inc.$6.5M102026-06-30
Sapient Capital LLC$6.4M372026-06-30
Oppenheimer & Co. Inc.$6.4M1,1662026-06-30
Tompkins Financial Corp$6.3M02026-06-30
Hightower Advisors, LLC$6.1M1,0462026-06-30
Arax Advisory Partners$6M2322026-06-30
Summit Financial Wealth Advisors, LLC$5.9M172026-06-30
Marmo Financial Group, LLC$5.8M02026-03-31
Creative Financial Designs Inc /adv$5.5M02026-06-30
Flagship Harbor Advisors, LLC$5.5M602026-06-30
Jane Street Group, LLC$5.5M02026-06-30
Harbour Investments, Inc.$5.4M2472026-06-30
Newedge Advisors$5.4M6012026-06-30
Valued Retirements, Inc.$5.4M32026-06-30
Wcg Wealth Advisors LLC$5.3M1302026-06-30
Patriot Financial Group Insurance Agency, LLC$5.3M352026-06-30
Fullerton Advisors, LLC$5.3M12026-06-30
Investmark Advisory Group LLC$5.2M112026-06-30
Great Valley Advisor Group, LLC$5.1M2052026-06-30
Essex Financial Services, Inc.$4.9M332026-06-30
Pfg Advisors$4.8M832026-06-30
Dahring | Cusmano LLC$4.5M92026-06-30
Flagstar Securities, Inc$4.5M302026-06-30
Farther Finance Advisors, LLC$4.5M3342026-06-30
Storen Legacy Partners, LLC$4.4M72026-06-30
Foresight Capital Management Advisors, Inc.$4.4M32026-06-30
Clearwave Capital, LLC$4.4M32026-06-30
Koshinski Asset Management, Inc.$4.3M692026-06-30
Independent Financial Group, LLC$4.3M4812026-06-30
Benjamin Edwards Inc$4.2M02026-06-30
Landing Point Financial Group, LLC$4.1M62026-06-30
Kfg Wealth Management, LLC$4M492026-06-30
Axis Wealth Partners, LLC$4M72026-06-30
Slagle Financial, LLC$4M132026-06-30
Elevation Capital Advisory, LLC$4M22026-06-30
Medallion Wealth Advisors, LLC$3.9M62026-06-30
Principle Wealth$3.9M212026-06-30
Fsa Wealth Partners, Inc.$3.9M82026-06-30
Rfg - Bristol Wealth Advisors, LLC$3.8M52026-06-30
Envestnet Portfolio Solutions, Inc.$3.8M32026-06-30
Silver Oak Securities, Incorporated$3.7M1172026-06-30
Mai Capital Management$3.7M3082026-06-30
D. E. Shaw & Co., LP$3.6M02026-06-30
Uptick Partners, LLC$3.5M172026-06-30
Lasalle St. Investment Advisors, LLC$3.5M1612026-06-30
Hbw Advisory Services LLC$3.5M682026-06-30
Pacific Financial Group Inc$3.5M02026-06-30
Ameritas Advisory Services, LLC$3.5M5502026-06-30
Old Mission Investment Co LLC$3.4M82026-06-30
Advyzon Investment Management, LLC$3.2M22026-06-30
Savvy Advisors, Inc.$3.2M2142026-06-30
Defined Wealth Management, LLC$3.2M32026-06-30
U.S. Capital Wealth Advisors, LLC$3.2M02026-03-31
Redhawk Wealth Advisors, Inc.$2.9M432026-06-30
Level Four Advisory Services$2.9M1412026-06-30
Stratos Wealth Partners, Ltd.$2.8M3862026-06-30
Dana Investment Advisors, Inc.$2.8M262026-06-30
Waverly Advisors, LLC$2.7M2312026-06-30
Sowell Financial Services LLC$2.7M1082026-06-30
Soltis Investment Advisors LLC$2.7M782026-06-30
S&A Financial Services, Inc.$2.7M42026-06-30
Precedent Wealth Partners, LLC$2.7M182026-06-30
Concurrent Investment Advisors, LLC$2.7M3492026-06-30
Davenport & Co LLC$2.6M3392026-06-30
Iht Wealth Management LLC$2.6M1592026-06-30
Synovus Financial Corp$2.6M02025-09-30
Steward Partners Investment Advisory, LLC$2.5M4812026-06-30
Sigma Planning Corp$2.5M4742026-06-30
Sunbelt Securities, Inc.$2.5M632026-03-31
Mercer Global Advisors Inc /adv$2.5M02026-06-30
Godshalk Welsh Capital Management, Inc.$2.5M12026-06-30
Pinnacle Financial Partners, Inc.$2.5M02026-06-30
Mosley Wealth Management$2.5M122026-06-30
Hilltop Holdings Inc.$2.4M02026-06-30
Schmidt P J Investment Management Inc$2.4M02026-06-30
Kingsview Wealth Management, LLC$2.4M1152026-06-30
Sheets Smith Wealth Management$2.3M102026-06-30
Ep Wealth Advisors, LLC$2.3M3382026-06-30
Cyndeo Wealth Partners$2.3M202026-06-30
Westside Investment Management, LLC$2.3M72026-06-30
J.W. Cole Advisors, Inc.$2.2M4992026-06-30
Hub Investment Partners, LLC$2.2M1182026-06-30
Pfg Investments, LLC$2.2M02026-06-30
Ae Wealth Management LLC$2.2M4712026-06-30
Core Wealth Advisors, Inc.$2.1M112026-06-30
Barry Investment Advisors, LLC$2.1M82026-06-30
Earned Wealth Advisors, LLC$2M462026-06-30
International Assets Investment Management, LLC$2M1222026-06-30
Primoris Wealth Advisors, LLC$2M62026-06-30
Aspenridge Wealth Advisors$1.9M32026-06-30
B. Riley Wealth Advisors, Inc.$1.9M1702026-06-30
O'Dell Group, LLC$1.9M02025-09-30
Clg LLC$1.9M232026-06-30
Beam Wealth Advisors, Inc.$1.9M252026-06-30
Mayfair Advisory Group, LLC$1.9M42026-06-30
Silverlake Wealth Management LLC$1.9M92026-06-30
Ballew Advisors Inc$1.8M92026-06-30
Element Wealth, LLC$1.8M132026-06-30
Cullen/frost Bankers, Inc.$1.8M02026-06-30
Bank of New York Mellon Corp$1.8M02026-06-30
Valmark Advisers, Inc.$1.7M2952026-06-30
Perigon Wealth Management, LLC$1.7M922026-06-30
Certified Advisory Corp$1.7M172026-06-30
Integrated Advisors Network LLC$1.7M792026-06-30
Prospect Financial Services LLC$1.6M92026-06-30
Oneascent Financial Services LLC$1.6M852026-06-30
Sovran Advisors, LLC$1.6M702026-06-30
Rmr Wealth Builders, Inc.$1.6M542026-06-30
Paragon Private Wealth Management, LLC$1.6M32026-06-30
Truwealth Advisors, LLC$1.6M02026-03-31
Focus Partners Wealth$1.6M1,0482026-06-30
Cornerstone Wealth Management, LLC$1.5M02026-06-30
Clare Market Investments LLC$1.5M42026-06-30
Xml Financial, LLC$1.5M282026-06-30
Corecap Advisors, LLC$1.5M1182026-06-30
Kingswood Wealth Advisors, LLC$1.5M1232026-06-30
Ern Financial, LLC$1.5M102026-06-30
Diversify Advisory Services, LLC$1.4M1162026-06-30
Diversify Wealth Management, LLC$1.4M782026-06-30
Mayflower Advisors$1.4M272026-06-30
Florida Financial Advisors, LLC$1.4M8572026-06-30
Private Wealth Partners, LLC$1.4M62026-06-30
Octavia Wealth Advisors LLC$1.4M332026-06-30
Renaissance Technologies LLC$1.4M02026-06-30
Harbor Asset Planning, Inc.$1.4M22026-06-30
Everest Financial Group LLC$1.3M122026-06-30
Madison Wealth Partners, Inc$1.3M412026-06-30
Qube Research & Technologies Ltd$1.3M02026-06-30
Code Waechter LLC$1.3M52026-06-30
Founders Financial Securities LLC$1.3M1172026-06-30
Ifc & Insurance Marketing, Inc.$1.3M82026-06-30
Mascoma Wealth Management$1.3M112026-06-30
Carolina Wealth Management, Inc.$1.3M82026-06-30
Lvz, Inc.$1.3M162026-06-30
Onyx Financial Advisors, LLC$1.3M72026-06-30
Factor Investing Group$1.2M42026-06-30
Creative Planning$1.2M1,1712026-06-30
Hilton Capital Management, LLC$1.2M72026-06-30
Flputnam Investment Management Co$1.2M782026-06-30
Cornerstone Planning Group LLC$1.2M232026-06-30
Independent Wealth Network Inc.$1.2M342026-06-30
North Star Asset Management Inc$1.2M132026-06-30
High Net Worth Advisory Group LLC$1.2M62026-06-30
Hubbell Strickland Wealth Management, LLC$1.1M32026-06-30
Sound Income Strategies, LLC$1.1M1182026-06-30
Leigh Baldwin & Co., LLC$1.1M182026-06-30
Sweeney & Michel, LLC$1.1M32026-06-30
Regal Investment Advisors LLC$1.1M1172026-06-30
Wealthcare Investment Partners LLC$1.1M62026-06-30
Absolute Capital Management, LLC$1.1M32026-06-30
Forefront Wealth Partners, LLC$1.1M302026-06-30
Brookstone Capital Management$1M3372026-06-30
Larson Financial Group LLC$1M672026-06-30
Simon Quick Advisors, LLC$1M402026-06-30
Bxm Wealth LLC$964.6K52026-06-30
Total Clarity Wealth Management, Inc.$960.4K222026-06-30

The 250 largest of 531 reporting institutions are listed.

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: 2025-09-30 to 2026-06-30