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Fidelity Fndmntl L/C GRW ETF (FFLG)

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
Shares3,088,633 from 2,767,865
Change+320,768 (+12%)
Value$105.2M (+$9.2M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares2,111,985 from 1,868,111
Change+243,874 (+13%)
Value$71.9M (+$7.1M)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares1,310,857 from 1,104,413
Change+206,444 (+19%)
Value$44.6M (+$6.3M)
Filed 2026-11-06
Financial Management Network Inc
INCREASED
Shares323,925 from 321,546
Change+2,379 (+1%)
Value$11.2M (+$853.7K)
Filed 2026-10-09
Investment Advisory Services Inc
INCREASED
Shares321,518 from 278,352
Change+43,166 (+16%)
Value$10.9M (+$1.3M)
Filed 2026-10-27
Larson Financial Group LLC
INCREASED
Shares174,689 from 167,460
Change+7,229 (+4%)
Value$5.9M (+$141.5K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares125,403 from 120,586
Change+4,817 (+4%)
Value$4.3M (+$89.0K)
Filed 2026-11-02
Kingswood Wealth Advisors, LLC
INCREASED
Shares124,837 from 120,628
Change+4,209 (+3%)
Value$4.3M (+$67.9K)
Filed 2026-10-23
Empire Life Investments Inc.
INCREASED
Shares100,564 from 91,864
Change+8,700 (+9%)
Value$3.4M (+$238.9K)
Filed 2026-11-06
Hicks Capital Management LLC
UNCHANGED
Shares88,301 from 88,301
Change0 (0%)
Value$3.1M ($0)
Filed 2026-10-20
Sigma Planning Corp
INCREASED
Shares78,194 from 73,971
Change+4,223 (+6%)
Value$2.7M (+$97.6K)
Filed 2026-10-23
McGlone Suttner Wealth Management, Inc.
INCREASED
Shares56,279 from 56,276
Change+3 (+0%)
Value$1.9M (-$35.1K)
Filed 2026-10-13
Traynor Capital Management, Inc.
DECREASED
Shares21,329 from 179,939
Change-158,610 (-88%)
Value$726.4K (-$5.5M)
Filed 2026-10-29
Dedeker Financial LLC
UNCHANGED
Shares19,591 from 19,591
Change0 (0%)
Value$667.2K (-$12.2K)
Filed 2026-10-23
Independent Financial Group, LLC
INCREASED
Shares19,110 from 11,710
Change+7,400 (+63%)
Value$650.8K (+$244.7K)
Filed 2026-10-13
Costello Asset Management, Inc
DECREASED
Shares15,978 from 16,118
Change-140 (-1%)
Value$544.1K (-$14.8K)
Filed 2026-10-30
J.W. Cole Advisors, Inc.
INCREASED
Shares14,595 from 13,522
Change+1,073 (+8%)
Value$497.0K (+$28.1K)
Filed 2026-11-05
Avaii Wealth Management, LLC
DECREASED
Shares14,191 from 14,591
Change-400 (-3%)
Value$489.3K (-$16.7K)
Filed 2026-10-09
PKS Advisory Services, LLC
UNCHANGED
Shares14,142 from 14,142
Change0 (0%)
Value$490.4K ($0)
Filed 2026-10-26
IFP Advisors, Inc
INCREASED
Shares12,289 from 325
Change+11,964 (+3681%)
Value$418.5K (+$407.2K)
Filed 2026-10-16
CLG LLC
INCREASED
Shares12,130 from 12,054
Change+76 (+1%)
Value$413.1K (-$4.9K)
Filed 2026-10-13
Herbst Group, LLC
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$408.7K (-$7.5K)
Filed 2026-10-20
MGO One Seven LLC
DECREASED
Shares10,240 from 11,126
Change-886 (-8%)
Value$348.7K (-$37.1K)
Filed 2026-10-28
High Point Wealth Management, LLC
INCREASED
Shares7,021 from 7,019
Change+2 (+0%)
Value$239.1K (-$4.3K)
Filed 2026-11-05
Private Trust Co NA
INCREASED
Shares6,773 from 3,176
Change+3,597 (+113%)
Value$230.7K (+$120.5K)
Filed 2026-10-20
Crestwood Advisors Group, LLC
UNCHANGED
Shares6,455 from 6,455
Change0 (0%)
Value$219.8K (-$4.0K)
Filed 2026-10-27
Kestra Private Wealth Services, LLC
NEW
Shares6,353
Change+6,353
Value$216.4K
Filed 2026-11-06
Davenport & Co LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$204.3K (-$3.8K)
Filed 2026-10-14
Latitude Advisors, LLC
NEW
Shares3,049
Change+3,049
Value$103.8K
Filed 2026-10-27
Fifth Third Bancorp
NEW
Shares2,856
Change+2,856
Value$97.3K
Filed 2026-11-05
Financial Perspectives, Inc
UNCHANGED
Shares2,099 from 2,099
Change0 (0%)
Value$71.5K (-$1.3K)
Filed 2026-11-03
Farther Finance Advisors, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$68.1K (-$1.3K)
Filed 2026-10-08
CX Institutional
UNCHANGED
Shares448 from 448
Change0 (0%)
Value$15 (-$1)
Filed 2026-10-02
Rossby Financial, LCC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$307 (-$5)
Filed 2026-11-05
Blue Trust, Inc.
NEW
Shares7
Change+7
Value$253
Filed 2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$6.9K)
Filed 2026-10-14
Marshall Investment Management, LLC
N/A
Shares— from 197,558
Change-197,558 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 169,453
Change-169,453 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 158,359
Change-158,359 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 126,139
Change-126,139 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 79,425
Change-79,425 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 49,529
Change-49,529 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 48,340
Change-48,340 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 42,637
Change-42,637 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 37,898
Change-37,898 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 36,219
Change-36,219 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 32,312
Change-32,312 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 26,600
Change-26,600 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 26,130
Change-26,130 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 19,999
Change-19,999 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 19,716
Change-19,716 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 17,080
Change-17,080 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 16,569
Change-16,569 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 16,281
Change-16,281 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 15,523
Change-15,523 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 14,435
Change-14,435 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 12,837
Change-12,837 (-100%)
Value—
&partners
N/A
Shares— from 11,769
Change-11,769 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 10,909
Change-10,909 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 10,650
Change-10,650 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 9,175
Change-9,175 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 7,827
Change-7,827 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 6,918
Change-6,918 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 6,432
Change-6,432 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 6,161
Change-6,161 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 5,669
Change-5,669 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,597
Change-1,597 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,445
Change-1,445 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,415
Change-1,415 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 29
Change-29 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
INCREASED3,088,6332,767,865+320,768+12%$96.0M$105.2M+$9.2M2026-11-02
Kestra Advisory Services, LLC
INCREASED2,111,9851,868,111+243,874+13%$64.8M$71.9M+$7.1M2026-11-02
LPL Financial LLC
INCREASED1,310,8571,104,413+206,444+19%$38.3M$44.6M+$6.3M2026-11-06
Financial Management Network Inc
INCREASED323,925321,546+2,379+1%$10.3M$11.2M+$853.7K2026-10-09
Investment Advisory Services Inc
INCREASED321,518278,352+43,166+16%$9.7M$10.9M+$1.3M2026-10-27
Larson Financial Group LLC
INCREASED174,689167,460+7,229+4%$5.8M$5.9M+$141.5K2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED125,403120,586+4,817+4%$4.2M$4.3M+$89.0K2026-11-02
Kingswood Wealth Advisors, LLC
INCREASED124,837120,628+4,209+3%$4.2M$4.3M+$67.9K2026-10-23
Empire Life Investments Inc.
INCREASED100,56491,864+8,700+9%$3.2M$3.4M+$238.9K2026-11-06
Hicks Capital Management LLC
UNCHANGED88,30188,30100%$3.1M$3.1M$02026-10-20
Sigma Planning Corp
INCREASED78,19473,971+4,223+6%$2.6M$2.7M+$97.6K2026-10-23
McGlone Suttner Wealth Management, Inc.
INCREASED56,27956,276+3+0%$2.0M$1.9M-$35.1K2026-10-13
Traynor Capital Management, Inc.
DECREASED21,329179,939-158,610-88%$6.2M$726.4K-$5.5M2026-10-29
Dedeker Financial LLC
UNCHANGED19,59119,59100%$679.5K$667.2K-$12.2K2026-10-23
Independent Financial Group, LLC
INCREASED19,11011,710+7,400+63%$406.1K$650.8K+$244.7K2026-10-13
Costello Asset Management, Inc
DECREASED15,97816,118-140-1%$559.0K$544.1K-$14.8K2026-10-30
J.W. Cole Advisors, Inc.
INCREASED14,59513,522+1,073+8%$468.9K$497.0K+$28.1K2026-11-05
Avaii Wealth Management, LLC
DECREASED14,19114,591-400-3%$506.0K$489.3K-$16.7K2026-10-09
PKS Advisory Services, LLC
UNCHANGED14,14214,14200%$490.4K$490.4K$02026-10-26
IFP Advisors, Inc
INCREASED12,289325+11,964+3681%$11.3K$418.5K+$407.2K2026-10-16
CLG LLC
INCREASED12,13012,054+76+1%$418.0K$413.1K-$4.9K2026-10-13
Herbst Group, LLC
UNCHANGED12,00012,00000%$416.2K$408.7K-$7.5K2026-10-20
MGO One Seven LLC
DECREASED10,24011,126-886-8%$385.9K$348.7K-$37.1K2026-10-28
High Point Wealth Management, LLC
INCREASED7,0217,019+2+0%$243.4K$239.1K-$4.3K2026-11-05
Private Trust Co NA
INCREASED6,7733,176+3,597+113%$110.1K$230.7K+$120.5K2026-10-20
Crestwood Advisors Group, LLC
UNCHANGED6,4556,45500%$223.9K$219.8K-$4.0K2026-10-27
Kestra Private Wealth Services, LLC
NEW6,353—+6,353——$216.4K—2026-11-06
Davenport & Co LLC
UNCHANGED6,0006,00000%$208.1K$204.3K-$3.8K2026-10-14
Latitude Advisors, LLC
NEW3,049—+3,049——$103.8K—2026-10-27
Fifth Third Bancorp
NEW2,856—+2,856——$97.3K—2026-11-05
Financial Perspectives, Inc
UNCHANGED2,0992,09900%$72.8K$71.5K-$1.3K2026-11-03
Farther Finance Advisors, LLC
UNCHANGED2,0002,00000%$69.4K$68.1K-$1.3K2026-10-08
CX Institutional
UNCHANGED44844800%$16$15-$12026-10-02
Rossby Financial, LCC
UNCHANGED9900%$312$307-$52026-11-05
Blue Trust, Inc.
NEW7—+7——$253—2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0200-200-100%$6.9K$0-$6.9K2026-10-14
Marshall Investment Management, LLC
N/A—197,558-197,558-100%$6.9M———
Cetera Investment Advisers
N/A—169,453-169,453-100%$5.9M———
JPMorgan Chase & Co
N/A—158,359-158,359-100%$5.4M———
Osaic Holdings, Inc.
N/A—126,139-126,139-100%$4.4M———
Northwestern Mutual Wealth Management Co
N/A—79,425-79,425-100%$2.8M———
Essex Financial Services, Inc.
N/A—49,529-49,529-100%$1.7M———
Harbour Investments, Inc.
N/A—48,340-48,340-100%$1.7M———
Ameritas Advisory Services, LLC
N/A—42,637-42,637-100%$1.5M———
Raymond James Financial Inc
N/A—37,898-37,898-100%$1.3M———
Goldman Sachs Group Inc
N/A—36,219-36,219-100%$1.3M———
Keating Financial Advisory Services, Inc.
N/A—32,312-32,312-100%$1.1M———
Royal Bank of Canada
N/A—26,600-26,600-100%$922.0K———
Stifel Financial Corp
N/A—26,130-26,130-100%$906.2K———
Waddell & Associates, LLC
N/A—19,999-19,999-100%$693.6K———
Benjamin Edwards Inc
N/A—19,716-19,716-100%$683.7K———
Private Advisor Group, LLC
N/A—17,080-17,080-100%$592.3K———
Jane Street Group, LLC
N/A—16,569-16,569-100%$574.6K———
Principal Securities, Inc.
N/A—16,281-16,281-100%$564.6K———
Regal Investment Advisors LLC
N/A—15,523-15,523-100%$538.3K———
Envestnet Asset Management Inc
N/A—14,435-14,435-100%$500.6K———
MML Investors Services, LLC
N/A—12,837-12,837-100%$445.2K———
&partners
N/A—11,769-11,769-100%$408.1K———
Morgan Stanley
N/A—10,909-10,909-100%$378.3K———
Foundations Investment Advisors, LLC
N/A—10,650-10,650-100%$369.4K———
Flow Traders U.S. LLC
N/A—9,175-9,175-100%$318.0K———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—7,827-7,827-100%$271.4K———
Ausdal Financial Partners, Inc.
N/A—6,918-6,918-100%$239.9K———
Leigh Baldwin & Co., LLC
N/A—6,432-6,432-100%$223.1K———
Mercer Global Advisors Inc
N/A—6,161-6,161-100%$213.7K———
Huntington National Bank
N/A—5,669-5,669-100%$196.6K———
Glen Eagle Advisors, LLC
N/A—1,597-1,597-100%$55.4K———
O'shaughnessy Asset Management, LLC
N/A—1,445-1,445-100%$50.1K———
BFC Planning, Inc.
N/A—1,415-1,415-100%$49.1K———
Fiduciary Financial Advisors
N/A—29-29-100%$972———
Showing 70 of 70 institutions