FLRG institutional holders

Fidelity U.S. Multifactor ETF · 49 reporting institutions · $170.2M reported value

Funds that can replace FLRG · FLRG return decomposition

Institutional holdings

Institutions reporting FLRG, largest first
InstitutionReported positionAdvisors at firmReport period
Ae Wealth Management LLC$83.3M4712026-06-30
Commonwealth Equity Services, LLC$29.7M2,8632026-06-30
Berman McAleer$13.6M132026-06-30
Advisory Services Network$8.9M2532026-06-30
Wealth Enhancement Advisory Services, LLC$7.4M1,0262026-06-30
Centennial Wealth Advisory LLC$3.4M102026-06-30
Western Wealth Management, LLC$3.2M1122026-06-30
Kestra Advisory Services, LLC$2.1M1,4792026-06-30
Principal Securities, Inc.$2M1,4632026-06-30
Citadel Advisors LLC$1.9M02026-06-30
Susquehanna International Group, LLP$1.5M02026-06-30
Osaic Holdings, Inc.$1.5M02026-06-30
Raymond James Financial Inc$1.2M02026-06-30
Goldman Sachs Group Inc$1.2M02026-06-30
Sovran Advisors, LLC$1.2M702026-06-30
World Investment Advisors$1.2M3592026-06-30
Fmr LLC$944.2K02026-06-30
Lpl Financial LLC$560.1K23,4582026-06-30
Morgan Stanley$520.6K23,1852026-06-30
Creativeone Wealth, LLC$485.8K2212026-06-30
Kestra Private Wealth Services, LLC$473.6K2062026-06-30
Williams & Novak, LLC$424.2K52026-06-30
Beacon Capital Management, LLC$412.7K192026-06-30
Jpmorgan Chase & Co$392.1K02026-06-30
Cetera Investment Advisers$389.2K10,3702026-06-30
Mutual Advisors, LLC$312.7K1532026-06-30
Savvy Advisors, Inc.$303.8K2142026-06-30
Jane Street Group, LLC$283K02026-06-30
High Point Wealth Management, LLC$256.1K22026-06-30
Brighton Jones LLC$249.3K1592026-06-30
Northwestern Mutual Wealth Management Co$218.2K02026-06-30
Alliance Wealth Advisors, LLC$207.9K62026-06-30
UBS Group AG$194.6K02026-06-30
Harbour Investments, Inc.$59.1K2472026-06-30
Evolution Wealth Management Inc.$58.9K32026-06-30
Sunbelt Securities, Inc.$33.6K632026-03-31
Federation Des Caisses Desjardins Du Quebec$26.3K02026-06-30
Ifg Advisory, LLC$21.6K1102026-06-30
Bank of Montreal /can$20.1K02026-06-30
Cwm, LLC$18.2K6672026-03-31
Private Wealth Asset Management$15.7K222026-06-30
National Bank of Canada /fi$11.7K02026-06-30
Regatta Research & Money Management LLC$10.4K62026-06-30
Wells Fargo & Company/mn$10.3K02026-06-30
Quest 10 Wealth Builders, Inc.$4.7K32026-06-30
Geneos Wealth Management, Inc.$4.5K1932026-06-30
Key Capital Management, Inc$4.3K112026-06-30
Cambridge Investment Research Advisors, Inc.$8463,9402026-03-31
Raleigh Capital Management Inc.$26132026-06-30

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: 2026-03-31 to 2026-06-30