Fidelity AAA CLO ETF (FAAA)

CUSIP: 316188838 | NYSE | 31 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Northland Capital Management LLC243,205

5.6% of portfolio$12.2M

Childress Capital Advisors, LLC140,472

1.1% of portfolio$7.1M

Cambridge Investment Research Advisors, Inc.90,019

0.0% of portfolio$4.5M

Larson Financial Group LLC87,938

0.1% of portfolio$4.4M

Crumly & Associates Inc.45,603

0.4% of portfolio$2.3M

Kestra Advisory Services, LLC29,645

0.0% of portfolio$1.5M

IFS Advisors, LLC16,580

0.3% of portfolio$833.2K

AdvisorNet Financial, Inc14,933

0.0% of portfolio$751.4K

Commonwealth Equity Services, LLC13,624

0.0% of portfolio$684.7K

Nilsine Partners, LLC11,350

0.0% of portfolio$570.4K

IFP Advisors, Inc9,158

0.0% of portfolio$460.2K

Family Office Research LLC8,827

0.2% of portfolio$443.6K

Trust Investment Advisors8,450

0.2% of portfolio$424.7K

Sugar Maple Asset Management, LLC8,000

0.2% of portfolio$402.0K

Castleview Partners, LLC6,851

0.2% of portfolio$344.3K

Sigma Planning Corp6,701

0.0% of portfolio$336.8K

0.1% of portfolio$261.4K

Inspirion Wealth Advisors, LLC5,019

0.0% of portfolio$252.2K

KOM Wealth Management Group, LLC4,954

0.1% of portfolio$249.0K

Stiles Financial Services Inc4,777

0.1% of portfolio$240.1K

McGlone Suttner Wealth Management, Inc.4,000

0.0% of portfolio$201.0K

Contravisory Investment Management, Inc.1,840

0.0% of portfolio$92.5K

Reicon Wealth Advisors, LLC447

0.0% of portfolio$22.5K

Lodestone Wealth Management LLC363

0.0% of portfolio$18.3K

				Style	Turnover	Location	Filed
Northland Capital Management LLC	243,205	$12.2M	5.6%	ETF	Medium	Virginia, MN	2026-10-15
Childress Capital Advisors, LLC	140,472	$7.1M	1.1%	GARP	Medium	Houston, TX	2026-10-28
Cambridge Investment Research Advisors, Inc.	90,019	$4.5M	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Larson Financial Group LLC	87,938	$4.4M	0.1%	Growth	Low	St Louis, MO	2026-11-05
Crumly & Associates Inc.	45,603	$2.3M	0.4%	ETF	Medium	Springfield, IL	2026-10-07
Kestra Advisory Services, LLC	29,645	$1.5M	0.0%	Core	Low	Austin, TX	2026-11-02
IFS Advisors, LLC	16,580	$833.2K	0.3%	ETF	Low	Overland Park, KS	2026-10-14
AdvisorNet Financial, Inc	14,933	$751.4K	0.0%	ETF	Low	Minnetonka, MN	2026-10-15
Commonwealth Equity Services, LLC	13,624	$684.7K	0.0%	ETF	Low	Waltham, MA	2026-11-02
Nilsine Partners, LLC	11,350	$570.4K	0.0%	Core	Medium	Greenwood Village, CO	2026-11-02
IFP Advisors, Inc	9,158	$460.2K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Family Office Research LLC	8,827	$443.6K	0.2%	ETF	Low	Bethesda, MD	2026-10-14
Trust Investment Advisors	8,450	$424.7K	0.2%	Growth	Low	Indianapolis, IN	2026-10-20
Sugar Maple Asset Management, LLC	8,000	$402.0K	0.2%	ETF	Medium	Sister Bay, WI	2026-10-13
Castleview Partners, LLC	6,851	$344.3K	0.2%	Core	Medium	Dallas, TX	2026-10-09
Sigma Planning Corp	6,701	$336.8K	0.0%	Growth	Medium	Ann Arbor, MI	2026-10-23
CLG LLC	5,202	$261.4K	0.1%	ETF	Medium	Long Beach, CA	2026-10-13
Inspirion Wealth Advisors, LLC	5,019	$252.2K	0.0%	ETF	Medium	Libertyville, IL	2026-10-09
KOM Wealth Management Group, LLC	4,954	$249.0K	0.1%	ETF	Low	Appleton, WI	2026-10-15
Stiles Financial Services Inc	4,777	$240.1K	0.1%	Growth	Low	Edina, MN	2026-10-30
McGlone Suttner Wealth Management, Inc.	4,000	$201.0K	0.0%	ETF	Very Low	Appleton, WI	2026-10-13
Contravisory Investment Management, Inc.	1,840	$92.5K	0.0%	Momentum	High	Norwell, MA	2026-10-13
Reicon Wealth Advisors, LLC	447	$22.5K	0.0%	ETF	Low	Atlanta, GA	2026-11-04
Lodestone Wealth Management LLC	363	$18.3K	0.0%	Core	Low	Spokane, WA	2026-10-14