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Fidelity Disrupt Tech ETF (FDTX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
INCREASED
Shares139,132 from 137,370
Change+1,762 (+1%)
Value$8.2M (+$245.9K)
Filed 2026-11-02
BXM Wealth LLC
UNCHANGED
Shares25,840 from 25,840
Change0 (0%)
Value$1.5M (+$26.7K)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares20,875 from 21,241
Change-366 (-2%)
Value$1.2M ($0)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares8,512 from 8,016
Change+496 (+6%)
Value$501.6K (+$37.5K)
Filed 2026-11-06
Lanark Financial, Inc.
INCREASED
Shares6,372 from 6,291
Change+81 (+1%)
Value$375.5K (+$11.3K)
Filed 2026-10-26
VestGen Advisors, LLC
DECREASED
Shares5,425 from 5,430
Change-5 (0%)
Value$319.7K (+$5.3K)
Filed 2026-10-27
Vise Technologies, Inc.
NEW
Shares3,780
Change+3,780
Value$222.7K
Filed 2026-10-29
Buska Wealth Management, LLC
DECREASED
Shares3,535 from 4,788
Change-1,253 (-26%)
Value$208.3K (-$68.9K)
Filed 2026-10-08
Wealth Enhancement Advisory Services, LLC
NEW
Shares3,417
Change+3,417
Value$201.3K
Filed 2026-10-13
IFP Advisors, Inc
INCREASED
Shares2,769 from 966
Change+1,803 (+187%)
Value$163.2K (+$107.2K)
Filed 2026-10-16
Root Financial Partners, LLC
NEW
Shares2,382
Change+2,382
Value$140.4K
Filed 2026-10-21
Rossby Financial, LCC
NEW
Shares1,929
Change+1,929
Value$113.7K
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares1,915 from 1,885
Change+30 (+2%)
Value$112.9K (+$3.7K)
Filed 2026-10-08
Noble Wealth Management PBC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$58.9K (+$1.0K)
Filed 2026-10-01
High Point Wealth Management, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$58.9K (+$1.0K)
Filed 2026-11-05
Glass Jacobson Investment Advisors llc
NEW
Shares511
Change+511
Value$30.1K
Filed 2026-10-26
PNC Financial Services Group, Inc.
UNCHANGED
Shares370 from 370
Change0 (0%)
Value$21.8K (+$382)
Filed 2026-11-06
Nova Financial LLC
NEW
Shares223
Change+223
Value$13.1K
Filed 2026-11-04
Parallel Advisors, LLC
INCREASED
Shares182 from 181
Change+1 (+1%)
Value$10.7K (+$188)
Filed 2026-11-03
Pathway Financial Advisers, LLC
NEW
Shares172
Change+172
Value$10.1K
Filed 2026-10-27
Central Pacific Bank - Trust Division
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$4.2K (+$73)
Filed 2026-10-06
EverSource Wealth Advisors, LLC
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$3.8K (+$67)
Filed 2026-11-04
MCF Advisors LLC
CLOSED
Shares0 from 207
Change-207 (-100%)
Value$0 (-$12.0K)
Filed 2026-10-28
FMR LLC
N/A
Shares— from 498,129
Change-498,129 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 57,780
Change-57,780 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 19,715
Change-19,715 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 16,217
Change-16,217 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 12,397
Change-12,397 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 9,215
Change-9,215 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 9,209
Change-9,209 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 6,856
Change-6,856 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 5,711
Change-5,711 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 5,215
Change-5,215 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 4,900
Change-4,900 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 4,698
Change-4,698 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 4,686
Change-4,686 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 4,304
Change-4,304 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,836
Change-1,836 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,617
Change-1,617 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 886
Change-886 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 839
Change-839 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Core Capital Management & Research, inc.
N/A
Shares— from 250
Change-250 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 197
Change-197 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 150
Change-150 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 105
Change-105 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
INCREASED139,132137,370+1,762+1%$8.0M$8.2M+$245.9K2026-11-02
BXM Wealth LLC
UNCHANGED25,84025,84000%$1.5M$1.5M+$26.7K2026-11-03
Cambridge Investment Research Advisors, Inc.
DECREASED20,87521,241-366-2%$1.2M$1.2M$02026-11-02
LPL Financial LLC
INCREASED8,5128,016+496+6%$464.1K$501.6K+$37.5K2026-11-06
Lanark Financial, Inc.
INCREASED6,3726,291+81+1%$364.2K$375.5K+$11.3K2026-10-26
VestGen Advisors, LLC
DECREASED5,4255,430-50%$314.4K$319.7K+$5.3K2026-10-27
Vise Technologies, Inc.
NEW3,780—+3,780——$222.7K—2026-10-29
Buska Wealth Management, LLC
DECREASED3,5354,788-1,253-26%$277.2K$208.3K-$68.9K2026-10-08
Wealth Enhancement Advisory Services, LLC
NEW3,417—+3,417——$201.3K—2026-10-13
IFP Advisors, Inc
INCREASED2,769966+1,803+187%$55.9K$163.2K+$107.2K2026-10-16
Root Financial Partners, LLC
NEW2,382—+2,382——$140.4K—2026-10-21
Rossby Financial, LCC
NEW1,929—+1,929——$113.7K—2026-11-05
Farther Finance Advisors, LLC
INCREASED1,9151,885+30+2%$109.1K$112.9K+$3.7K2026-10-08
Noble Wealth Management PBC
UNCHANGED1,0001,00000%$57.9K$58.9K+$1.0K2026-10-01
High Point Wealth Management, LLC
UNCHANGED1,0001,00000%$57.9K$58.9K+$1.0K2026-11-05
Glass Jacobson Investment Advisors llc
NEW511—+511——$30.1K—2026-10-26
PNC Financial Services Group, Inc.
UNCHANGED37037000%$21.4K$21.8K+$3822026-11-06
Nova Financial LLC
NEW223—+223——$13.1K—2026-11-04
Parallel Advisors, LLC
INCREASED182181+1+1%$10.5K$10.7K+$1882026-11-03
Pathway Financial Advisers, LLC
NEW172—+172——$10.1K—2026-10-27
Central Pacific Bank - Trust Division
UNCHANGED717100%$4.1K$4.2K+$732026-10-06
EverSource Wealth Advisors, LLC
UNCHANGED656500%$3.8K$3.8K+$672026-11-04
MCF Advisors LLC
CLOSED0207-207-100%$12.0K$0-$12.0K2026-10-28
FMR LLC
N/A—498,129-498,129-100%$28.8M———
Citadel Advisors LLC
N/A—57,780-57,780-100%$3.3M———
JPMorgan Chase & Co
N/A—19,715-19,715-100%$1.1M———
Jane Street Group, LLC
N/A—16,217-16,217-100%$938.9K———
Osaic Holdings, Inc.
N/A—12,397-12,397-100%$717.8K———
Kovack Advisors, Inc.
N/A—9,215-9,215-100%$518.3K———
Envestnet Asset Management Inc
N/A—9,209-9,209-100%$533.2K———
Advisory Services Network, LLC
N/A—6,856-6,856-100%$396.9K———
MML Investors Services, LLC
N/A—5,711-5,711-100%$330.7K———
Flow Traders U.S. LLC
N/A—5,215-5,215-100%$302.0K———
Cetera Investment Advisers
N/A—4,900-4,900-100%$283.7K———
Beck Capital Management, LLC
N/A—4,698-4,698-100%$272.0K———
Wealthspire Advisors, LLC
N/A—4,686-4,686-100%$271.3K———
Quadrature Capital Ltd
N/A—4,304-4,304-100%$249.2K———
Wells Fargo & Company
N/A—1,836-1,836-100%$106.3K———
Harbour Investments, Inc.
N/A—1,617-1,617-100%$93.6K———
Hantz Financial Services, Inc.
N/A—886-886-100%$51.0K———
AE Wealth Management LLC
N/A—839-839-100%$48.6K———
Cheviot Value Management, LLC
N/A—500-500-100%$28.9K———
Core Capital Management & Research, inc.
N/A—250-250-100%$13.3K———
Steward Partners Investment Advisory, LLC
N/A—197-197-100%$11.4K———
Morgan Stanley
N/A—150-150-100%$8.7K———
HighMark Wealth Management LLC
N/A—105-105-100%$6.1K———
Horizon Investments, LLC
N/A—4-4-100%$232———
Showing 47 of 47 institutions