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Fidelity Momentum Factor ETF (FDMO)

CUSIP: 316092816 | NYSE | 227 institutional holders

Quarters

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

Great Lakes Retirement, Inc.134,356
1.1% of portfolio›$12.8M
Cambridge Investment Research Advisors, Inc.106,011
0.1% of portfolio›$10.1M
Mosley Wealth Management90,977
2.5% of portfolio›$8.5M
B. Riley Wealth Advisors, Inc.90,813
0.3% of portfolio›$8.6M
MGO One Seven LLC77,253
0.1% of portfolio›$7.3M
Commonwealth Equity Services, LLC70,650
0.0% of portfolio›$6.7M
Kestra Private Wealth Services, LLC67,963
0.1% of portfolio›$6.5M
Advisortrust Partners, LLC51,975
1.6% of portfolio›$4.9M
Kestra Advisory Services, LLC49,024
0.0% of portfolio›$4.7M
Strategic Blueprint, LLC48,483
0.2% of portfolio›$4.6M
First Heartland Consultants, Inc.29,096
0.2% of portfolio›$2.8M
Atria Investments, Inc28,736
0.0% of portfolio›$2.7M
Midwest Financial Network, LLC28,278
1.8% of portfolio›$2.7M
Wealth Enhancement Advisory Services, LLC15,374
0.0% of portfolio›$1.5M
Fifth Third Securities, Inc.13,621
0.1% of portfolio›$1.3M
Worth Asset Management, LLC13,264
0.4% of portfolio›$1.3M
Bryant Woods Investment Advisors, LLC11,955
0.3% of portfolio›$1.1M
Cullen T Bankers, Inc.11,256
0.0% of portfolio›$1.1M
J.W. Cole Advisors, Inc.9,703
0.0% of portfolio›$921.8K
Marks Group Wealth Management, Inc8,874
0.1% of portfolio›$843.0K
Keystone Wealth Services, LLC7,444
0.1% of portfolio›$710.4K
Orgel Wealth Management, LLC7,116
0.0% of portfolio›$676.0K
Farther Finance Advisors, LLC6,998
0.0% of portfolio›$664.8K
Inscription Capital, LLC6,610
0.1% of portfolio›$627.9K
Stonehearth Capital Management, LLC6,326
0.2% of portfolio›$601.0K
SAX Wealth Advisors, LLC5,783
0.0% of portfolio›$549.4K
Ascent Group, LLC5,497
0.0% of portfolio›$522.2K
Creative Planning4,974
0.0% of portfolio›$472.6K
Rockland Trust Co4,432
0.0% of portfolio›$421.0K
Linscomb Wealth, Inc.4,000
0.0% of portfolio›$380.0K
Creative Financial Designs Inc2,496
0.0% of portfolio›$237.1K
Capital Investment Counsel, Inc2,360
0.0% of portfolio›$224.2K
ShoreHaven Wealth Partners, LLC2,349
0.1% of portfolio›$223.2K
SteelPeak Wealth, LLC2,235
0.0% of portfolio›$212.3K
Foronjy Financial LLC2,228
0.1% of portfolio›$211.7K
High Point Wealth Management, LLC1,023
0.1% of portfolio›$97.2K
Larson Financial Group LLC664
0.0% of portfolio›$63.1K
Latitude Advisors, LLC572
0.0% of portfolio›$54.3K
Quest 10 Wealth Builders, Inc.429
0.0% of portfolio›$40.8K
Plante Moran Financial Advisors, LLC244
0.0% of portfolio›$23.2K
IFP Advisors, Inc178
0.0% of portfolio›$16.9K
Assetmark, Inc174
0.0% of portfolio›$16.5K
Halbert Hargrove Global Advisors, LLC118
0.0% of portfolio›$11.2K
Gamma Investing LLC86
0.0% of portfolio›$8.2K
Community Financial Services Group, LLC80
0.0% of portfolio›$7.7K
Center for Financial Planning, Inc.52
0.0% of portfolio›$4.9K
Cassaday & Co Wealth Management LLC46
0.0% of portfolio›$4.4K
Pinnacle Wealth Planning Services, Inc.44
0.0% of portfolio›$4.2K
First Command Advisory Services, Inc.44
0.0% of portfolio›$4.2K
Spire Wealth Management39
0.0% of portfolio›$3.7K
High Note Wealth, LLC27
0.0% of portfolio›$2.6K
Balance Wealth Partners LLC25
0.0% of portfolio›$2.4K
Cape Investment Advisory, Inc.14
0.0% of portfolio›$1.3K
Fifth Third Bancorp14
0.0% of portfolio›$1.4K
Kings Path Partners LLC5
0.0% of portfolio›$512
Elyxium Wealth, LLC1
0.0% of portfolio›$56
StyleTurnoverLocationFiled
Great Lakes Retirement, Inc.
134,356$12.8M1.1%GrowthLowSandusky, OH2026-10-26
Cambridge Investment Research Advisors, Inc.
106,011$10.1M0.1%ETFLowFairfield, IA2026-11-02
Mosley Wealth Management
90,977$8.5M2.5%ETFHighAnaheim, CA2026-10-16
B. Riley Wealth Advisors, Inc.
90,813$8.6M0.3%GrowthLowMemphis, TN2026-10-13
MGO One Seven LLC
77,253$7.3M0.1%GrowthLowBeachwood, OH2026-10-28
Commonwealth Equity Services, LLC
70,650$6.7M0.0%ETFLowWaltham, MA2026-11-02
Kestra Private Wealth Services, LLC
67,963$6.5M0.1%GrowthLowAustin, TX2026-10-30
Advisortrust Partners, LLC
51,975$4.9M1.6%CoreHighRaleigh, NC2026-11-02
Kestra Advisory Services, LLC
49,024$4.7M0.0%CoreLowAustin, TX2026-11-02
Strategic Blueprint, LLC
48,483$4.6M0.2%ETFLowAtlanta, GA2026-10-22
First Heartland Consultants, Inc.
29,096$2.8M0.2%ETFMediumLake St. Louis, MO2026-10-08
Atria Investments, Inc
28,736$2.7M0.0%CoreMediumCharlotte, NC2026-10-15
Midwest Financial Network, LLC
28,278$2.7M1.8%ETFHighTinley Park, IL2026-10-13
Wealth Enhancement Advisory Services, LLC
15,374$1.5M0.0%CoreLowPlymouth, MN2026-10-13
Fifth Third Securities, Inc.
13,621$1.3M0.1%ETFLowCincinnati, OH2026-10-21
Worth Asset Management, LLC
13,264$1.3M0.4%ETFHighDallas, TX2026-10-07
Bryant Woods Investment Advisors, LLC
11,955$1.1M0.3%ETFLowGetzville, NY2026-10-26
Cullen T Bankers, Inc.
11,256$1.1M0.0%GrowthLowSan Antonio, TX2026-10-28
J.W. Cole Advisors, Inc.
9,703$921.8K0.0%IndexLowTampa, FL2026-11-05
Marks Group Wealth Management, Inc
8,874$843.0K0.1%CoreMediumMinnetonka, MN2026-11-05
Keystone Wealth Services, LLC
7,444$710.4K0.1%ETFHighPalm Desert, CA2026-11-03
Orgel Wealth Management, LLC
7,116$676.0K0.0%ETFMediumAltoona, WI2026-10-14
Farther Finance Advisors, LLC
6,998$664.8K0.0%IndexLowSan Francisco, CA2026-10-08
Inscription Capital, LLC
6,610$627.9K0.1%GARPMediumHouston, TX2026-11-02
Stonehearth Capital Management, LLC
6,326$601.0K0.2%ETFMediumDanvers, MA2026-10-13
SAX Wealth Advisors, LLC
5,783$549.4K0.0%ETFVery LowParsippany, NJ2026-10-13
Ascent Group, LLC
5,497$522.2K0.0%CoreLowVirginia Beach, VA2026-10-30
Creative Planning
4,974$472.6K0.0%IndexVery LowOverland Park, KS2026-11-02
Rockland Trust Co
4,432$421.0K0.0%CoreLowHanover, MA2026-10-05
Linscomb Wealth, Inc.
4,000$380.0K0.0%ETFLowHouston, TX2026-11-05
Creative Financial Designs Inc
2,496$237.1K0.0%ETFMediumKokomo, IN2026-11-04
Capital Investment Counsel, Inc
2,360$224.2K0.0%GrowthVery LowRaleigh, NC2026-10-20
ShoreHaven Wealth Partners, LLC
2,349$223.2K0.1%ETFMediumRed Bank, NJ2026-10-16
SteelPeak Wealth, LLC
2,235$212.3K0.0%GrowthHighWoodland Hills, CA2026-10-16
Foronjy Financial LLC
2,228$211.7K0.1%ETFLowLos Osos, CA2026-10-14
High Point Wealth Management, LLC
1,023$97.2K0.1%ETFLowChester, NJ2026-11-05
Larson Financial Group LLC
664$63.1K0.0%GrowthLowSt Louis, MO2026-11-05
Latitude Advisors, LLC
572$54.3K0.0%ETFLowYorkville, IL2026-10-27
Quest 10 Wealth Builders, Inc.
429$40.8K0.0%ETFLowFuquay-Varina, VA2026-11-02
Plante Moran Financial Advisors, LLC
244$23.2K0.0%ETFVery LowSouthfield, MI2026-11-04
IFP Advisors, Inc
178$16.9K0.0%GrowthLowTampa, FL2026-10-16
Assetmark, Inc
174$16.5K0.0%ETFLowConcord, CA2026-10-21
Halbert Hargrove Global Advisors, LLC
118$11.2K0.0%ETFLowLong Beach, CA2026-10-16
Gamma Investing LLC
86$8.2K0.0%IndexVery LowFoster City, CA2026-10-08
Community Financial Services Group, LLC
80$7.7K0.0%GrowthLowNewport, VT2026-10-15
Center for Financial Planning, Inc.
52$4.9K0.0%ETFLowSouthfied, MI2026-10-26
Cassaday & Co Wealth Management LLC
46$4.4K0.0%ETFVery LowMclean, VA2026-10-27
Pinnacle Wealth Planning Services, Inc.
44$4.2K0.0%GARPLowMansfield, OH2026-10-27
First Command Advisory Services, Inc.
44$4.2K0.0%IndexLowFort Worth, TX2026-11-05
Spire Wealth Management
39$3.7K0.0%GrowthMediumMclean, VA2026-10-30
High Note Wealth, LLC
27$2.6K0.0%ETFVery LowDeephaven, MN2026-10-27
Balance Wealth Partners LLC
25$2.4K0.0%ETFMediumWorthington, OH2026-10-27
Cape Investment Advisory, Inc.
14$1.3K0.0%ETFLowMcdonough, GA2026-10-13
Fifth Third Bancorp
14$1.4K0.0%IndexVery LowCincinnati, OH2026-11-05
Kings Path Partners LLC
5$5120.0%ETFVery LowSugar Land, TX2026-10-21
Elyxium Wealth, LLC
1$560.0%GrowthVery LowBeverly Hills, CA2026-10-27