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Fidelity Intl VAL Fact ETF (FIVA)

CUSIP: 316092717 | NYSE | 157 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Commonwealth Equity Services, LLC1,603,716
0.1% of portfolio›$61.0M
Kestra Advisory Services, LLC236,049
0.0% of portfolio›$9.0M
Concurrent Investment Advisors, LLC220,450
0.1% of portfolio›$8.4M
Summit Wealth Group LLC / Co210,084
0.5% of portfolio›$8.0M
Holland Advisory Services, Inc.186,053
7.4% of portfolio›$7.1M
D.A. Davidson & Co.183,461
0.0% of portfolio›$7.0M
OmniStar Financial Group, Inc.156,107
2.6% of portfolio›$5.9M
Midwest Financial Network, LLC120,822
3.1% of portfolio›$4.6M
Braeburn Wealth Management LLC110,384
1.8% of portfolio›$4.2M
Roan Capital Partners101,306
2.8% of portfolio›$3.9M
Cadent Capital Advisors, LLC77,691
0.6% of portfolio›$3.0M
Wealth Enhancement Advisory Services, LLC62,604
0.0% of portfolio›$2.4M
Evergreen Capital Management LLC35,825
0.0% of portfolio›$1.4M
Cambridge Investment Research Advisors, Inc.31,028
0.0% of portfolio›$1.2M
Align Financial, LLC27,970
0.5% of portfolio›$1.1M
Compound Planning, Inc.26,664
0.0% of portfolio›$1.0M
Patriot Financial Group Insurance Agency, LLC21,230
0.1% of portfolio›$807.8K
Focus Financial Network, Inc.10,448
0.0% of portfolio›$397.5K
Clarity Asset Management, Inc.9,937
0.2% of portfolio›$378.1K
Accelerate Investment Advisors LLC9,610
0.2% of portfolio›$365.7K
RDA Financial Network8,563
0.1% of portfolio›$325.8K
Asset Allocation Strategies LLC8,018
0.0% of portfolio›$305.1K
ShoreHaven Wealth Partners, LLC7,675
0.1% of portfolio›$292.0K
J.W. Cole Advisors, Inc.7,258
0.0% of portfolio›$276.2K
Prosperity Planning, Inc.5,889
0.0% of portfolio›$224.1K
Koshinski Asset Management, Inc.5,550
0.0% of portfolio›$211.2K
Uptick Partners, LLC5,397
0.0% of portfolio›$205.4K
Spire Wealth Management3,439
0.0% of portfolio›$130.9K
Flagship Wealth Advisors, LLC2,956
0.0% of portfolio›$112.5K
Fifth Third Bancorp2,631
0.0% of portfolio›$100.1K
Farther Finance Advisors, LLC2,255
0.0% of portfolio›$85.8K
KFG LLC1,018
0.0% of portfolio›$38.7K
Assetmark, Inc590
0.0% of portfolio›$22.5K
Key FInancial Inc455
0.0% of portfolio›$17.3K
IFP Advisors, Inc452
0.0% of portfolio›$17.2K
Lodestone Wealth Management LLC413
0.0% of portfolio›$15.7K
CoreCap Advisors, LLC268
0.0% of portfolio›$10.2K
Root Financial Partners, LLC186
0.0% of portfolio›$7.1K
US Bancorp \de\167
0.0% of portfolio›$6.4K
Mather Group, Llc.90
0.0% of portfolio›$3.4K
Key Capital Management, Inc72
0.0% of portfolio›$2.7K
Bfsg, LLC46
0.0% of portfolio›$1.8K
Simplex Trading, LLC35
0.0% of portfolio›$1.3K
Ascentis Wealth Management, LLC5
0.0% of portfolio›$190
Burk Holdings LLC3
0.0% of portfolio›$129
Kings Path Partners LLC1
0.0% of portfolio›$32
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
1,603,716$61.0M0.1%ETFLowWaltham, MA2026-11-02
Kestra Advisory Services, LLC
236,049$9.0M0.0%CoreLowAustin, TX2026-11-02
Concurrent Investment Advisors, LLC
220,450$8.4M0.1%GrowthMediumTampa, FL2026-10-16
Summit Wealth Group LLC / Co
210,084$8.0M0.5%ETFHighColorado Springs, CO2026-10-29
Holland Advisory Services, Inc.
186,053$7.1M7.4%ETFLowOrmond Beach, FL2026-10-26
D.A. Davidson & Co.
183,461$7.0M0.0%CoreLowGreat Falls, MT2026-10-28
OmniStar Financial Group, Inc.
156,107$5.9M2.6%ValueHighWilmington, NC2026-10-26
Midwest Financial Network, LLC
120,822$4.6M3.1%ETFHighTinley Park, IL2026-10-13
Braeburn Wealth Management LLC
110,384$4.2M1.8%ETFMediumMuskegon, MI2026-10-15
Roan Capital Partners
101,306$3.9M2.8%ETFMediumJohnson City, TN2026-10-09
Cadent Capital Advisors, LLC
77,691$3.0M0.6%ETFHighTulsa, OK2026-10-09
Wealth Enhancement Advisory Services, LLC
62,604$2.4M0.0%CoreLowPlymouth, MN2026-10-13
Evergreen Capital Management LLC
35,825$1.4M0.0%GARPMediumBellevue, WA2026-10-23
Cambridge Investment Research Advisors, Inc.
31,028$1.2M0.0%ETFLowFairfield, IA2026-11-02
Align Financial, LLC
27,970$1.1M0.5%ETFVery LowHermantown, MN2026-10-16
Compound Planning, Inc.
26,664$1.0M0.0%CoreLowNew York, NY2026-11-05
Patriot Financial Group Insurance Agency, LLC
21,230$807.8K0.1%GrowthLowWalpole, MA2026-10-14
Focus Financial Network, Inc.
10,448$397.5K0.0%ETFLowMinneapolis, MN2026-10-14
Clarity Asset Management, Inc.
9,937$378.1K0.2%ETFHighAmes, IA2026-10-14
Accelerate Investment Advisors LLC
9,610$365.7K0.2%ETFLowAliso Viejo, CA2026-11-02
RDA Financial Network
8,563$325.8K0.1%GrowthMediumAkron, IA2026-10-15
Asset Allocation Strategies LLC
8,018$305.1K0.0%ETFMediumFarmington, MI2026-10-20
ShoreHaven Wealth Partners, LLC
7,675$292.0K0.1%ETFMediumRed Bank, NJ2026-10-16
J.W. Cole Advisors, Inc.
7,258$276.2K0.0%IndexLowTampa, FL2026-11-05
Prosperity Planning, Inc.
5,889$224.1K0.0%ETFVery LowNorth Kansas City, MO2026-10-09
Koshinski Asset Management, Inc.
5,550$211.2K0.0%ETFLowDecatur, IL2026-10-29
Uptick Partners, LLC
5,397$205.4K0.0%ETFLowNacogdoches, TX2026-11-04
Spire Wealth Management
3,439$130.9K0.0%GrowthMediumMclean, VA2026-10-30
Flagship Wealth Advisors, LLC
2,956$112.5K0.0%ETFLowWakefield, MA2026-11-03
Fifth Third Bancorp
2,631$100.1K0.0%IndexVery LowCincinnati, OH2026-11-05
Farther Finance Advisors, LLC
2,255$85.8K0.0%IndexLowSan Francisco, CA2026-10-08
KFG LLC
1,018$38.7K0.0%ETFN/ARapid City, SD2026-11-02
Assetmark, Inc
590$22.5K0.0%ETFLowConcord, CA2026-10-21
Key FInancial Inc
455$17.3K0.0%ETFLowWest Chester, PA2026-11-02
IFP Advisors, Inc
452$17.2K0.0%GrowthLowTampa, FL2026-10-16
Lodestone Wealth Management LLC
413$15.7K0.0%CoreLowSpokane, WA2026-10-14
CoreCap Advisors, LLC
268$10.2K0.0%ETFMediumSouthfield, MI2026-10-08
Root Financial Partners, LLC
186$7.1K0.0%ETFMediumEncinitas, CA2026-10-21
US Bancorp \de\
167$6.4K0.0%IndexLowMinneapolis, MN2026-11-05
Mather Group, Llc.
90$3.4K0.0%ETFMediumChicago, IL2026-10-14
Key Capital Management, Inc
72$2.7K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Bfsg, LLC
46$1.8K0.0%CoreLowIrvine, CA2026-10-30
Simplex Trading, LLC
35$1.3K0.0%CoreVery HighChicago, IL2026-11-04
Ascentis Wealth Management, LLC
5$1900.0%Agg GrowthLowDallas, TX2026-11-03
Burk Holdings LLC
3$1290.0%ETFVery LowTulsa, OK2026-11-05
Kings Path Partners LLC
1$320.0%ETFVery LowSugar Land, TX2026-10-21