Fidelity AAA CLO ETF (FAAA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Northland Capital Management LLC

INCREASED

Shares243,205 from 241,451

Change+1,754 (+1%)

Value$12.2M (+$112.3K)

Filed 2026-10-15

Childress Capital Advisors, LLC

INCREASED

Shares140,472 from 16,477

Change+123,995 (+753%)

Value$7.1M (+$6.2M)

Filed 2026-10-28

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares90,019 from 55,632

Change+34,387 (+62%)

Value$4.5M (+$1.7M)

Filed 2026-11-02

Larson Financial Group LLC

NEW

Shares87,938

Change+87,938

Value$4.4M

Filed 2026-11-05

Crumly & Associates Inc.

INCREASED

Shares45,603 from 17,903

Change+27,700 (+155%)

Value$2.3M (+$1.4M)

Filed 2026-10-07

Kestra Advisory Services, LLC

INCREASED

Shares29,645 from 23,684

Change+5,961 (+25%)

Value$1.5M (+$307.1K)

Filed 2026-11-02

LPL Financial LLC

NEW

Shares16,961

Change+16,961

Value$852.4K

Filed 2026-11-06

IFS Advisors, LLC

NEW

Shares16,580

Change+16,580

Value$833.2K

Filed 2026-10-14

AdvisorNet Financial, Inc

NEW

Shares14,933

Change+14,933

Value$751.4K

Filed 2026-10-15

Commonwealth Equity Services, LLC

INCREASED

Shares13,624 from 11,924

Change+1,700 (+14%)

Value$684.7K (+$86.7K)

Filed 2026-11-02

Nilsine Partners, LLC

NEW

Shares11,350

Change+11,350

Value$570.4K

Filed 2026-11-02

IFP Advisors, Inc

NEW

Shares9,158

Change+9,158

Value$460.2K

Filed 2026-10-16

Family Office Research LLC

NEW

Shares8,827

Change+8,827

Value$443.6K

Filed 2026-10-14

Trust Investment Advisors

NEW

Shares8,450

Change+8,450

Value$424.7K

Filed 2026-10-20

Sugar Maple Asset Management, LLC

NEW

Shares8,000

Change+8,000

Value$402.0K

Filed 2026-10-13

Castleview Partners, LLC

DECREASED

Shares6,851 from 9,413

Change-2,562 (-27%)

Value$344.3K (-$127.8K)

Filed 2026-10-09

Sigma Planning Corp

NEW

Shares6,701

Change+6,701

Value$336.8K

Filed 2026-10-23

CLG LLC

NEW

Shares5,202

Change+5,202

Value$261.4K

Filed 2026-10-13

Inspirion Wealth Advisors, LLC

NEW

Shares5,019

Change+5,019

Value$252.2K

Filed 2026-10-09

KOM Wealth Management Group, LLC

INCREASED

Shares4,954 from 4,900

Change+54 (+1%)

Value$249.0K (+$3.2K)

Filed 2026-10-15

Stiles Financial Services Inc

NEW

Shares4,777

Change+4,777

Value$240.1K

Filed 2026-10-30

McGlone Suttner Wealth Management, Inc.

NEW

Shares4,000

Change+4,000

Value$201.0K

Filed 2026-10-13

Contravisory Investment Management, Inc.

INCREASED

Shares1,840 from 1,390

Change+450 (+32%)

Value$92.5K (+$22.8K)

Filed 2026-10-13

Reicon Wealth Advisors, LLC

NEW

Shares447

Change+447

Value$22.5K

Filed 2026-11-04

Lodestone Wealth Management LLC

INCREASED

Shares363 from 359

Change+4 (+1%)

Value$18.3K (+$234)

Filed 2026-10-14

Royal Bank of Canada

N/A

Shares— from 20,153

Change-20,153 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 18,605

Change-18,605 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 16,000

Change-16,000 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 12,742

Change-12,742 (-100%)

Value—

FMR LLC

N/A

Shares— from 10,960

Change-10,960 (-100%)

Value—

Presidio Capital Management, LLC

N/A

Shares— from 9,664

Change-9,664 (-100%)

Value—

	Status
Northland Capital Management LLC	INCREASED	243,205	241,451	+1,754	+1%	$12.1M	$12.2M	+$112.3K	2026-10-15
Childress Capital Advisors, LLC	INCREASED	140,472	16,477	+123,995	+753%	$826.4K	$7.1M	+$6.2M	2026-10-28
Cambridge Investment Research Advisors, Inc.	INCREASED	90,019	55,632	+34,387	+62%	$2.8M	$4.5M	+$1.7M	2026-11-02
Larson Financial Group LLC	NEW	87,938	—	+87,938	—	—	$4.4M	—	2026-11-05
Crumly & Associates Inc.	INCREASED	45,603	17,903	+27,700	+155%	$897.9K	$2.3M	+$1.4M	2026-10-07
Kestra Advisory Services, LLC	INCREASED	29,645	23,684	+5,961	+25%	$1.2M	$1.5M	+$307.1K	2026-11-02
LPL Financial LLC	NEW	16,961	—	+16,961	—	—	$852.4K	—	2026-11-06
IFS Advisors, LLC	NEW	16,580	—	+16,580	—	—	$833.2K	—	2026-10-14
AdvisorNet Financial, Inc	NEW	14,933	—	+14,933	—	—	$751.4K	—	2026-10-15
Commonwealth Equity Services, LLC	INCREASED	13,624	11,924	+1,700	+14%	$598.0K	$684.7K	+$86.7K	2026-11-02
Nilsine Partners, LLC	NEW	11,350	—	+11,350	—	—	$570.4K	—	2026-11-02
IFP Advisors, Inc	NEW	9,158	—	+9,158	—	—	$460.2K	—	2026-10-16
Family Office Research LLC	NEW	8,827	—	+8,827	—	—	$443.6K	—	2026-10-14
Trust Investment Advisors	NEW	8,450	—	+8,450	—	—	$424.7K	—	2026-10-20
Sugar Maple Asset Management, LLC	NEW	8,000	—	+8,000	—	—	$402.0K	—	2026-10-13
Castleview Partners, LLC	DECREASED	6,851	9,413	-2,562	-27%	$472.1K	$344.3K	-$127.8K	2026-10-09
Sigma Planning Corp	NEW	6,701	—	+6,701	—	—	$336.8K	—	2026-10-23
CLG LLC	NEW	5,202	—	+5,202	—	—	$261.4K	—	2026-10-13
Inspirion Wealth Advisors, LLC	NEW	5,019	—	+5,019	—	—	$252.2K	—	2026-10-09
KOM Wealth Management Group, LLC	INCREASED	4,954	4,900	+54	+1%	$245.8K	$249.0K	+$3.2K	2026-10-15
Stiles Financial Services Inc	NEW	4,777	—	+4,777	—	—	$240.1K	—	2026-10-30
McGlone Suttner Wealth Management, Inc.	NEW	4,000	—	+4,000	—	—	$201.0K	—	2026-10-13
Contravisory Investment Management, Inc.	INCREASED	1,840	1,390	+450	+32%	$69.7K	$92.5K	+$22.8K	2026-10-13
Reicon Wealth Advisors, LLC	NEW	447	—	+447	—	—	$22.5K	—	2026-11-04
Lodestone Wealth Management LLC	INCREASED	363	359	+4	+1%	$18.0K	$18.3K	+$234	2026-10-14
Royal Bank of Canada	N/A	—	20,153	-20,153	-100%	$1.0M	—	—	—
Jane Street Group, LLC	N/A	—	18,605	-18,605	-100%	$933.1K	—	—	—
MML Investors Services, LLC	N/A	—	16,000	-16,000	-100%	$802.5K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	12,742	-12,742	-100%	$639.1K	—	—	—
FMR LLC	N/A	—	10,960	-10,960	-100%	$549.7K	—	—	—
Presidio Capital Management, LLC	N/A	—	9,664	-9,664	-100%	$484.7K	—	—	—

Showing 31 of 31 institutions