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Fidelity US Multifactor ETF (FLRG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
DECREASED
Shares706,326 from 722,984
Change-16,658 (-2%)
Value$29.2M (-$509.3K)
Filed 2026-11-02
Berman McAleer LLC
DECREASED
Shares330,778 from 331,532
Change-754 (0%)
Value$13.7M (+$50.6K)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares188,361 from 180,687
Change+7,674 (+4%)
Value$7.9M (+$462.6K)
Filed 2026-10-13
Centennial Wealth Advisory LLC
INCREASED
Shares83,847 from 83,823
Change+24 (+0%)
Value$3.5M (+$21.7K)
Filed 2026-10-16
Kestra Advisory Services, LLC
INCREASED
Shares56,682 from 50,855
Change+5,827 (+11%)
Value$2.3M (+$253.0K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares28,764 from 23,535
Change+5,229 (+22%)
Value$1.2M (+$222.0K)
Filed 2026-11-02
Sovran Advisors, LLC
INCREASED
Shares28,434 from 28,254
Change+180 (+1%)
Value$1.2M (+$28.6K)
Filed 2026-11-02
Beacon Capital Management, LLC
INCREASED
Shares16,564 from 10,061
Change+6,503 (+65%)
Value$683.6K (+$270.9K)
Filed 2026-10-23
LPL Financial LLC
INCREASED
Shares14,145 from 13,653
Change+492 (+4%)
Value$583.8K (+$23.7K)
Filed 2026-11-06
Kestra Private Wealth Services, LLC
INCREASED
Shares11,723 from 11,546
Change+177 (+2%)
Value$483.8K (+$10.2K)
Filed 2026-11-06
Western Wealth Management, LLC
DECREASED
Shares11,172 from 77,080
Change-65,908 (-86%)
Value$304.8K (-$2.9M)
Filed 2026-11-09
Williams & Novak Wealth Management, LLC
DECREASED
Shares10,279 from 10,341
Change-62 (-1%)
Value$424.2K (-$13)
Filed 2026-10-09
High Point Wealth Management, LLC
INCREASED
Shares6,263 from 6,244
Change+19 (+0%)
Value$258.5K (+$2.3K)
Filed 2026-11-05
Brighton Jones LLC
UNCHANGED
Shares6,076 from 6,076
Change0 (0%)
Value$250.8K (+$1.5K)
Filed 2026-11-03
Alliance Wealth Advisors, LLC
INCREASED
Shares5,301 from 5,068
Change+233 (+5%)
Value$218.8K (+$10.9K)
Filed 2026-10-14
Evolution Wealth Management Inc.
INCREASED
Shares1,503 from 1,436
Change+67 (+5%)
Value$62.0K (+$3.1K)
Filed 2026-10-28
IFG Advisory, LLC
INCREASED
Shares842 from 526
Change+316 (+60%)
Value$34.7K (+$13.2K)
Filed 2026-11-09
Bank of Montreal
UNCHANGED
Shares490 from 490
Change0 (0%)
Value$20.2K (+$120)
Filed 2026-11-09
Harbour Investments, Inc.
DECREASED
Shares447 from 1,440
Change-993 (-69%)
Value$18.4K (-$40.6K)
Filed 2026-11-09
Root Financial Partners, LLC
NEW
Shares415
Change+415
Value$17.1K
Filed 2026-10-21
Quest 10 Wealth Builders, Inc.
DECREASED
Shares110 from 115
Change-5 (-4%)
Value$4.5K (-$178)
Filed 2026-11-02
Geneos Wealth Management Inc.
UNCHANGED
Shares109 from 109
Change0 (0%)
Value$4.5K (+$40)
Filed 2026-11-09
Key Capital Management, Inc
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$4.3K (+$26)
Filed 2026-11-03
Blue Trust, Inc.
NEW
Shares1
Change+1
Value$47
Filed 2026-10-15
Raleigh Capital Management Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$26 ($0)
Filed 2026-10-28
AE Wealth Management LLC
N/A
Shares— from 2,029,687
Change-2,029,687 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 217,760
Change-217,760 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 49,438
Change-49,438 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 46,168
Change-46,168 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 37,045
Change-37,045 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 36,366
Change-36,366 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 31,348
Change-31,348 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 29,743
Change-29,743 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 28,635
Change-28,635 (-100%)
Value—
FMR LLC
N/A
Shares— from 23,017
Change-23,017 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 12,691
Change-12,691 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 11,843
Change-11,843 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 9,610
Change-9,610 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 9,487
Change-9,487 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 7,623
Change-7,623 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 7,406
Change-7,406 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 6,899
Change-6,899 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 5,320
Change-5,320 (-100%)
Value—
UBS Group AG
N/A
Shares— from 4,744
Change-4,744 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,180
Change-1,180 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 987
Change-987 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 640
Change-640 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 383
Change-383 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 285
Change-285 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 255
Change-255 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 251
Change-251 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
DECREASED706,326722,984-16,658-2%$29.7M$29.2M-$509.3K2026-11-02
Berman McAleer LLC
DECREASED330,778331,532-7540%$13.6M$13.7M+$50.6K2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED188,361180,687+7,674+4%$7.4M$7.9M+$462.6K2026-10-13
Centennial Wealth Advisory LLC
INCREASED83,84783,823+24+0%$3.4M$3.5M+$21.7K2026-10-16
Kestra Advisory Services, LLC
INCREASED56,68250,855+5,827+11%$2.1M$2.3M+$253.0K2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED28,76423,535+5,229+22%$965.0K$1.2M+$222.0K2026-11-02
Sovran Advisors, LLC
INCREASED28,43428,254+180+1%$1.2M$1.2M+$28.6K2026-11-02
Beacon Capital Management, LLC
INCREASED16,56410,061+6,503+65%$412.7K$683.6K+$270.9K2026-10-23
LPL Financial LLC
INCREASED14,14513,653+492+4%$560.1K$583.8K+$23.7K2026-11-06
Kestra Private Wealth Services, LLC
INCREASED11,72311,546+177+2%$473.6K$483.8K+$10.2K2026-11-06
Western Wealth Management, LLC
DECREASED11,17277,080-65,908-86%$3.2M$304.8K-$2.9M2026-11-09
Williams & Novak Wealth Management, LLC
DECREASED10,27910,341-62-1%$424.2K$424.2K-$132026-10-09
High Point Wealth Management, LLC
INCREASED6,2636,244+19+0%$256.1K$258.5K+$2.3K2026-11-05
Brighton Jones LLC
UNCHANGED6,0766,07600%$249.3K$250.8K+$1.5K2026-11-03
Alliance Wealth Advisors, LLC
INCREASED5,3015,068+233+5%$207.9K$218.8K+$10.9K2026-10-14
Evolution Wealth Management Inc.
INCREASED1,5031,436+67+5%$58.9K$62.0K+$3.1K2026-10-28
IFG Advisory, LLC
INCREASED842526+316+60%$21.6K$34.7K+$13.2K2026-11-09
Bank of Montreal
UNCHANGED49049000%$20.1K$20.2K+$1202026-11-09
Harbour Investments, Inc.
DECREASED4471,440-993-69%$59.1K$18.4K-$40.6K2026-11-09
Root Financial Partners, LLC
NEW415—+415——$17.1K—2026-10-21
Quest 10 Wealth Builders, Inc.
DECREASED110115-5-4%$4.7K$4.5K-$1782026-11-02
Geneos Wealth Management Inc.
UNCHANGED10910900%$4.5K$4.5K+$402026-11-09
Key Capital Management, Inc
UNCHANGED10410400%$4.3K$4.3K+$262026-11-03
Blue Trust, Inc.
NEW1—+1——$47—2026-10-15
Raleigh Capital Management Inc.
UNCHANGED1100%$26$26$02026-10-28
AE Wealth Management LLC
N/A—2,029,687-2,029,687-100%$83.3M———
Advisory Services Network, LLC
N/A—217,760-217,760-100%$8.9M———
Principal Securities, Inc.
N/A—49,438-49,438-100%$2.0M———
Citadel Advisors LLC
N/A—46,168-46,168-100%$1.9M———
Susquehanna International Group, LLP
N/A—37,045-37,045-100%$1.5M———
Osaic Holdings, Inc.
N/A—36,366-36,366-100%$1.5M———
World Investment Advisors
N/A—31,348-31,348-100%$1.2M———
Raymond James Financial Inc
N/A—29,743-29,743-100%$1.2M———
Goldman Sachs Group Inc
N/A—28,635-28,635-100%$1.2M———
FMR LLC
N/A—23,017-23,017-100%$944.2K———
Morgan Stanley
N/A—12,691-12,691-100%$520.6K———
CreativeOne Wealth, LLC
N/A—11,843-11,843-100%$485.8K———
JPMorgan Chase & Co
N/A—9,610-9,610-100%$392.1K———
Cetera Investment Advisers
N/A—9,487-9,487-100%$389.2K———
Mutual Advisors, LLC
N/A—7,623-7,623-100%$312.7K———
Savvy Advisors, Inc.
N/A—7,406-7,406-100%$303.8K———
Jane Street Group, LLC
N/A—6,899-6,899-100%$283.0K———
Northwestern Mutual Wealth Management Co
N/A—5,320-5,320-100%$218.2K———
UBS Group AG
N/A—4,744-4,744-100%$194.6K———
BFC Planning, Inc.
N/A—1,180-1,180-100%$48.4K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—987-987-100%$40.5K———
Federation des caisses Desjardins du Quebec
N/A—640-640-100%$26.3K———
Private Wealth Asset Management, LLC
N/A—383-383-100%$15.7K———
National Bank of Canada
N/A—285-285-100%$11.7K———
Regatta Research & Money Management
N/A—255-255-100%$10.4K———
Wells Fargo & Company
N/A—251-251-100%$10.3K———
Showing 51 of 51 institutions