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Fidelity Emrg Mrkt Multifact (FDEM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
McAdam, LLC
INCREASED
Shares2,434,320 from 2,247,221
Change+187,099 (+8%)
Value$86.5M (+$4.9M)
Filed 2026-10-21
Thrivent Financial for Lutherans
NEW
Shares1,536,010
Change+1,536,010
Value$54.6M
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares843,647 from 899,844
Change-56,197 (-6%)
Value$30.0M (-$2.7M)
Filed 2026-11-02
Salus Financial Advisors, LLC
INCREASED
Shares283,343 from 263,360
Change+19,983 (+8%)
Value$10.1M (+$502.1K)
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares270,880 from 227,161
Change+43,719 (+19%)
Value$9.6M (+$1.4M)
Filed 2026-11-02
Clarity Retirement & Wealth, LLC
INCREASED
Shares259,857 from 254,398
Change+5,459 (+2%)
Value$9.2M (-$7.0K)
Filed 2026-11-04
Mayfair Advisory Group, LLC
INCREASED
Shares175,463 from 167,150
Change+8,313 (+5%)
Value$6.2M (+$501.0K)
Filed 2026-10-20
Vise Technologies, Inc.
DECREASED
Shares66,964 from 76,736
Change-9,772 (-13%)
Value$2.4M (-$407.9K)
Filed 2026-10-29
Redw Wealth LLC
DECREASED
Shares59,575 from 64,653
Change-5,078 (-8%)
Value$2.1M (-$231.6K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares55,145 from 58,010
Change-2,865 (-5%)
Value$1.9M (-$139.8K)
Filed 2026-10-13
Cassilly Financial Group LLC
INCREASED
Shares45,503 from 30,705
Change+14,798 (+48%)
Value$1.6M (+$501.7K)
Filed 2026-10-07
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares38,505 from 93,591
Change-55,086 (-59%)
Value$1.4M (-$2.0M)
Filed 2026-11-02
Farther Finance Advisors, LLC
UNCHANGED
Shares32,969 from 32,969
Change0 (0%)
Value$1.2M (-$26.0K)
Filed 2026-10-08
Investmark Advisory Group LLC
INCREASED
Shares32,610 from 29,667
Change+2,943 (+10%)
Value$1.2M (+$81.2K)
Filed 2026-10-27
BG Investment Services, LLC
DECREASED
Shares28,644 from 29,235
Change-591 (-2%)
Value$1.0M (-$44.1K)
Filed 2026-10-23
Merit Financial Group, LLC
INCREASED
Shares27,750 from 24,883
Change+2,867 (+12%)
Value$986.2K (+$82.3K)
Filed 2026-11-06
Schmidt P J Investment Management Inc
INCREASED
Shares26,071 from 10,272
Change+15,799 (+154%)
Value$926.6K (+$553.4K)
Filed 2026-11-02
IFP Advisors, Inc
INCREASED
Shares24,790 from 23,945
Change+845 (+4%)
Value$881.0K (+$11.1K)
Filed 2026-10-16
Ashton Thomas Private Wealth, LLC
INCREASED
Shares22,630 from 22,376
Change+254 (+1%)
Value$804.3K (-$8.7K)
Filed 2026-11-03
Whipplewood Advisors, LLC
INCREASED
Shares16,431 from 13,674
Change+2,757 (+20%)
Value$584.0K (+$87.2K)
Filed 2026-10-20
Dahring | Cusmano LLC
DECREASED
Shares14,812 from 15,275
Change-463 (-3%)
Value$526.4K (-$28.5K)
Filed 2026-11-03
Archer Investment Management, LLC
DECREASED
Shares11,941 from 13,233
Change-1,292 (-10%)
Value$424.4K (-$56.4K)
Filed 2026-10-13
Cyndeo Wealth Partners, LLC
DECREASED
Shares11,175 from 11,414
Change-239 (-2%)
Value$397.2K (-$17.5K)
Filed 2026-10-16
Tanager Wealth Management LLP
UNCHANGED
Shares10,734 from 10,734
Change0 (0%)
Value$381.5K (-$8.5K)
Filed 2026-10-19
LPL Financial LLC
DECREASED
Shares7,994 from 12,816
Change-4,822 (-38%)
Value$284.1K (-$181.5K)
Filed 2026-11-06
Intergy Private Wealth, LLC
UNCHANGED
Shares7,104 from 7,104
Change0 (0%)
Value$252.5K (-$5.6K)
Filed 2026-10-16
Prime Capital Investment Advisors, LLC
INCREASED
Shares6,426 from 6,235
Change+191 (+3%)
Value$228.4K (+$1.9K)
Filed 2026-10-20
Spire Wealth Management
INCREASED
Shares3,953 from 3,851
Change+102 (+3%)
Value$140.5K (+$574)
Filed 2026-10-30
CoreCap Advisors, LLC
INCREASED
Shares1,866 from 353
Change+1,513 (+429%)
Value$66.4K (+$53.5K)
Filed 2026-10-08
Fifth Third Bancorp
UNCHANGED
Shares1,610 from 1,610
Change0 (0%)
Value$57.2K (-$1.3K)
Filed 2026-11-05
Larson Financial Group LLC
INCREASED
Shares765 from 757
Change+8 (+1%)
Value$27.2K (-$319)
Filed 2026-11-05
Glass Jacobson Investment Advisors llc
INCREASED
Shares459 from 403
Change+56 (+14%)
Value$16.3K (+$1.7K)
Filed 2026-10-26
PNC Financial Services Group, Inc.
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$11.7K (-$261)
Filed 2026-11-06
Latitude Advisors, LLC
NEW
Shares306
Change+306
Value$10.9K
Filed 2026-10-27
Triumph Capital Management
NEW
Shares200
Change+200
Value$7.1K
Filed 2026-10-14
Assetmark, Inc
NEW
Shares137
Change+137
Value$4.9K
Filed 2026-10-21
Mainstream Capital Management LLC
NEW
Shares6
Change+6
Value$213
Filed 2026-10-23
LifeSteps Financial, Inc.
CLOSED
Shares0 from 92
Change-92 (-100%)
Value$0 (-$3.3K)
Filed 2026-10-15
Abound Wealth Management
UNCHANGED
Shares0 from 0
Change0
Value$4 (-$1)
Filed 2026-10-26
Allworth Financial LP
UNCHANGED
Shares0 from 0
Change0
Value$2 ($0)
Filed 2026-11-06
Storgate, LLC
N/A
Shares— from 808,490
Change-808,490 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 553,434
Change-553,434 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 470,581
Change-470,581 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 284,114
Change-284,114 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 263,929
Change-263,929 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 261,869
Change-261,869 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 253,436
Change-253,436 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 198,585
Change-198,585 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 195,868
Change-195,868 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 164,059
Change-164,059 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 160,405
Change-160,405 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 143,837
Change-143,837 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 131,560
Change-131,560 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 115,522
Change-115,522 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 98,842
Change-98,842 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 87,529
Change-87,529 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 83,479
Change-83,479 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 65,988
Change-65,988 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 64,361
Change-64,361 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 59,736
Change-59,736 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 59,710
Change-59,710 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 58,089
Change-58,089 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 34,954
Change-34,954 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 28,899
Change-28,899 (-100%)
Value—
FMR LLC
N/A
Shares— from 23,886
Change-23,886 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 21,811
Change-21,811 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 15,893
Change-15,893 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 10,415
Change-10,415 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 9,573
Change-9,573 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 8,837
Change-8,837 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 8,036
Change-8,036 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 7,383
Change-7,383 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 6,949
Change-6,949 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 6,509
Change-6,509 (-100%)
Value—
Nwam LLC
N/A
Shares— from 5,888
Change-5,888 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,501
Change-3,501 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 2,535
Change-2,535 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 838
Change-838 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 676
Change-676 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 560
Change-560 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 497
Change-497 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 310
Change-310 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 212
Change-212 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 52
Change-52 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 12
Change-12 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
McAdam, LLC
INCREASED2,434,3202,247,221+187,099+8%$81.6M$86.5M+$4.9M2026-10-21
Thrivent Financial for Lutherans
NEW1,536,010—+1,536,010——$54.6M—2026-11-05
Commonwealth Equity Services, LLC
DECREASED843,647899,844-56,197-6%$32.7M$30.0M-$2.7M2026-11-02
Salus Financial Advisors, LLC
INCREASED283,343263,360+19,983+8%$9.6M$10.1M+$502.1K2026-10-20
Kestra Advisory Services, LLC
INCREASED270,880227,161+43,719+19%$8.3M$9.6M+$1.4M2026-11-02
Clarity Retirement & Wealth, LLC
INCREASED259,857254,398+5,459+2%$9.2M$9.2M-$7.0K2026-11-04
Mayfair Advisory Group, LLC
INCREASED175,463167,150+8,313+5%$5.7M$6.2M+$501.0K2026-10-20
Vise Technologies, Inc.
DECREASED66,96476,736-9,772-13%$2.8M$2.4M-$407.9K2026-10-29
Redw Wealth LLC
DECREASED59,57564,653-5,078-8%$2.3M$2.1M-$231.6K2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED55,14558,010-2,865-5%$2.1M$1.9M-$139.8K2026-10-13
Cassilly Financial Group LLC
INCREASED45,50330,705+14,798+48%$1.1M$1.6M+$501.7K2026-10-07
Cambridge Investment Research Advisors, Inc.
DECREASED38,50593,591-55,086-59%$3.4M$1.4M-$2.0M2026-11-02
Farther Finance Advisors, LLC
UNCHANGED32,96932,96900%$1.2M$1.2M-$26.0K2026-10-08
Investmark Advisory Group LLC
INCREASED32,61029,667+2,943+10%$1.1M$1.2M+$81.2K2026-10-27
BG Investment Services, LLC
DECREASED28,64429,235-591-2%$1.1M$1.0M-$44.1K2026-10-23
Merit Financial Group, LLC
INCREASED27,75024,883+2,867+12%$904.0K$986.2K+$82.3K2026-11-06
Schmidt P J Investment Management Inc
INCREASED26,07110,272+15,799+154%$373.2K$926.6K+$553.4K2026-11-02
IFP Advisors, Inc
INCREASED24,79023,945+845+4%$869.9K$881.0K+$11.1K2026-10-16
Ashton Thomas Private Wealth, LLC
INCREASED22,63022,376+254+1%$812.9K$804.3K-$8.7K2026-11-03
Whipplewood Advisors, LLC
INCREASED16,43113,674+2,757+20%$496.8K$584.0K+$87.2K2026-10-20
Dahring | Cusmano LLC
DECREASED14,81215,275-463-3%$555.0K$526.4K-$28.5K2026-11-03
Archer Investment Management, LLC
DECREASED11,94113,233-1,292-10%$480.8K$424.4K-$56.4K2026-10-13
Cyndeo Wealth Partners, LLC
DECREASED11,17511,414-239-2%$414.7K$397.2K-$17.5K2026-10-16
Tanager Wealth Management LLP
UNCHANGED10,73410,73400%$390.0K$381.5K-$8.5K2026-10-19
LPL Financial LLC
DECREASED7,99412,816-4,822-38%$465.6K$284.1K-$181.5K2026-11-06
Intergy Private Wealth, LLC
UNCHANGED7,1047,10400%$258.1K$252.5K-$5.6K2026-10-16
Prime Capital Investment Advisors, LLC
INCREASED6,4266,235+191+3%$226.5K$228.4K+$1.9K2026-10-20
Spire Wealth Management
INCREASED3,9533,851+102+3%$139.9K$140.5K+$5742026-10-30
CoreCap Advisors, LLC
INCREASED1,866353+1,513+429%$12.8K$66.4K+$53.5K2026-10-08
Fifth Third Bancorp
UNCHANGED1,6101,61000%$58.5K$57.2K-$1.3K2026-11-05
Larson Financial Group LLC
INCREASED765757+8+1%$27.5K$27.2K-$3192026-11-05
Glass Jacobson Investment Advisors llc
INCREASED459403+56+14%$14.7K$16.3K+$1.7K2026-10-26
PNC Financial Services Group, Inc.
UNCHANGED33033000%$12.0K$11.7K-$2612026-11-06
Latitude Advisors, LLC
NEW306—+306——$10.9K—2026-10-27
Triumph Capital Management
NEW200—+200——$7.1K—2026-10-14
Assetmark, Inc
NEW137—+137——$4.9K—2026-10-21
Mainstream Capital Management LLC
NEW6—+6——$213—2026-10-23
LifeSteps Financial, Inc.
CLOSED092-92-100%$3.3K$0-$3.3K2026-10-15
Abound Wealth Management
UNCHANGED000—$5$4-$12026-10-26
Allworth Financial LP
UNCHANGED000—$2$2$02026-11-06
Storgate, LLC
N/A—808,490-808,490-100%$29.4M———
Raymond James Financial Inc
N/A—553,434-553,434-100%$20.1M———
Osaic Holdings, Inc.
N/A—470,581-470,581-100%$17.1M———
MAI Capital Management
N/A—284,114-284,114-100%$10.3M———
Citadel Advisors LLC
N/A—263,929-263,929-100%$9.6M———
Envestnet Asset Management Inc
N/A—261,869-261,869-100%$9.5M———
Advyzon Investment Management, LLC
N/A—253,436-253,436-100%$9.2M———
Landing Point Financial Group, LLC
N/A—198,585-198,585-100%$7.2M———
Arkadios Wealth Advisors
N/A—195,868-195,868-100%$7.1M———
Cetera Investment Advisers
N/A—164,059-164,059-100%$6.0M———
Smartleaf Asset Management LLC
N/A—160,405-160,405-100%$5.8M———
NewEdge Advisors, LLC
N/A—143,837-143,837-100%$5.2M———
Principal Securities, Inc.
N/A—131,560-131,560-100%$4.8M———
MML Investors Services, LLC
N/A—115,522-115,522-100%$4.2M———
New Insight Wealth Advisors
N/A—98,842-98,842-100%$3.6M———
S Harris Financial Group, LLC
N/A—87,529-87,529-100%$3.2M———
Northwestern Mutual Wealth Management Co
N/A—83,479-83,479-100%$3.0M———
Jane Street Group, LLC
N/A—65,988-65,988-100%$2.4M———
Payne Capital LLC
N/A—64,361-64,361-100%$2.3M———
Old Mission Capital LLC
N/A—59,736-59,736-100%$2.2M———
Goldman Sachs Group Inc
N/A—59,710-59,710-100%$2.2M———
JPMorgan Chase & Co
N/A—58,089-58,089-100%$2.1M———
Smith, Moore & Co.
N/A—34,954-34,954-100%$1.3M———
Stratos Wealth Advisors, LLC
N/A—28,899-28,899-100%$1.0M———
FMR LLC
N/A—23,886-23,886-100%$867.8K———
Arax Advisory Partners
N/A—21,811-21,811-100%$792.4K———
Waverly Advisors, LLC
N/A—15,893-15,893-100%$577.4K———
Ameriprise Financial Inc
N/A—10,415-10,415-100%$378.4K———
Wayfinding Financial, LLC
N/A—9,573-9,573-100%$347.0K———
National Bank of Canada
N/A—8,837-8,837-100%$321.0K———
Steward Partners Investment Advisory, LLC
N/A—8,036-8,036-100%$291.9K———
Odyssey Group, LLC
N/A—7,383-7,383-100%$268.2K———
Savvy Advisors, Inc.
N/A—6,949-6,949-100%$252.4K———
GTS Securities LLC
N/A—6,509-6,509-100%$236.5K———
Nwam LLC
N/A—5,888-5,888-100%$213.9K———
Harbour Investments, Inc.
N/A—3,501-3,501-100%$127.2K———
Consultiva Wealth Management, Corp.
N/A—2,535-2,535-100%$92.1K———
Morgan Stanley
N/A—838-838-100%$30.4K———
O'shaughnessy Asset Management, LLC
N/A—676-676-100%$24.6K———
AE Wealth Management LLC
N/A—560-560-100%$20.3K———
Fiduciary Financial Advisors
N/A—497-497-100%$18.1K———
Jones Financial Companies Lllp
N/A—310-310-100%$11.1K———
Vanguard Advisers Inc
N/A—212-212-100%$7.7K———
Howe & Rusling Inc
N/A—52-52-100%$1.9K———
Private Wealth Asset Management, LLC
N/A—47-47-100%$1.7K———
Royal Bank of Canada
N/A—12-12-100%$0———
Wells Fargo & Company
N/A—00—$7———
Showing 87 of 87 institutions