IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Fidelity Hedged Equity ETF (FHEQ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Keybank National Association
INCREASED
Shares2,121,260 from 1,899,530
Change+221,730 (+12%)
Value$71.4M (+$8.9M)
Filed 2026-11-04
Southern Financial Group, LLC
DECREASED
Shares983,678 from 1,068,694
Change-85,016 (-8%)
Value$33.1M (-$2.1M)
Filed 2026-10-30
Thrivent Financial for Lutherans
NEW
Shares911,341
Change+911,341
Value$30.7M
Filed 2026-11-05
CGC Financial Services, LLC
INCREASED
Shares898,335 from 882,395
Change+15,940 (+2%)
Value$30.2M (+$1.2M)
Filed 2026-10-13
Great Valley Advisor Group, Inc.
INCREASED
Shares769,560 from 745,968
Change+23,592 (+3%)
Value$25.9M (+$1.3M)
Filed 2026-11-09
LPL Financial LLC
INCREASED
Shares428,069 from 154,574
Change+273,495 (+177%)
Value$14.4M (+$9.3M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares398,679 from 415,196
Change-16,517 (-4%)
Value$13.4M (-$252.9K)
Filed 2026-11-02
HighTower Advisors, LLC
INCREASED
Shares205,586 from 200,795
Change+4,791 (+2%)
Value$6.9M (+$307.9K)
Filed 2026-11-10
Taylor Securities Services, Inc.
INCREASED
Shares191,113 from 179,736
Change+11,377 (+6%)
Value$6.4M (+$514.2K)
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares181,521 from 168,610
Change+12,911 (+8%)
Value$6.1M (+$557.7K)
Filed 2026-11-02
Prime Capital Investment Advisors, LLC
INCREASED
Shares177,756 from 150,778
Change+26,978 (+18%)
Value$6.0M (+$1.0M)
Filed 2026-10-20
OmniStar Financial Group, Inc.
INCREASED
Shares125,043 from 86,816
Change+38,227 (+44%)
Value$4.2M (+$1.4M)
Filed 2026-10-26
Anson Capital, Inc.
DECREASED
Shares118,625 from 123,211
Change-4,586 (-4%)
Value$4.0M (-$64.4K)
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares114,386 from 96,012
Change+18,374 (+19%)
Value$3.9M (+$688.0K)
Filed 2026-11-02
Signature Wealth Management Partners, LLC
INCREASED
Shares102,313 from 26,857
Change+75,456 (+281%)
Value$3.4M (+$2.6M)
Filed 2026-10-21
SeaCrest Wealth Management, LLC
NEW
Shares101,992
Change+101,992
Value$3.4M
Filed 2026-10-21
Kestra Private Wealth Services, LLC
NEW
Shares92,642
Change+92,642
Value$3.1M
Filed 2026-11-06
Truist Financial Corp
DECREASED
Shares71,193 from 223,537
Change-152,344 (-68%)
Value$2.4M (-$5.0M)
Filed 2026-10-30
InTrack Investment Management Inc
INCREASED
Shares67,962 from 58,874
Change+9,088 (+15%)
Value$2.3M (+$348.9K)
Filed 2026-10-15
Moneco Advisors, LLC
DECREASED
Shares65,089 from 70,041
Change-4,952 (-7%)
Value$2.2M (-$115.6K)
Filed 2026-11-05
Midwest Professional Planners, Ltd.
NEW
Shares50,985
Change+50,985
Value$1.7M
Filed 2026-10-29
Global Trust Asset Management, LLC
INCREASED
Shares43,137 from 35,834
Change+7,303 (+20%)
Value$1.5M (+$272.0K)
Filed 2026-10-19
Portfolio Strategies, Inc.
INCREASED
Shares38,686 from 7,272
Change+31,414 (+432%)
Value$1.3M (+$1.1M)
Filed 2026-11-06
Koshinski Asset Management, Inc.
UNCHANGED
Shares34,699 from 34,699
Change0 (0%)
Value$1.2M (+$25.3K)
Filed 2026-10-29
CRA Financial Services, LLC
INCREASED
Shares33,260 from 32,660
Change+600 (+2%)
Value$1.1M (+$44.0K)
Filed 2026-10-16
Harbour Investments, Inc.
DECREASED
Shares32,060 from 32,479
Change-419 (-1%)
Value$1.1M (+$9.6K)
Filed 2026-11-09
Grant Private Wealth Management Inc
DECREASED
Shares28,600 from 29,350
Change-750 (-3%)
Value$962.7K (-$3.8K)
Filed 2026-10-19
Brookstone Capital Management
INCREASED
Shares24,280 from 23,898
Change+382 (+2%)
Value$817.3K (+$30.3K)
Filed 2026-10-22
Peterson Wealth Advisors, LLC
DECREASED
Shares19,864 from 20,545
Change-681 (-3%)
Value$668.6K (-$7.9K)
Filed 2026-10-08
Courier Capital LLC
UNCHANGED
Shares11,818 from 11,818
Change0 (0%)
Value$397.8K (+$8.6K)
Filed 2026-10-19
Delta Investment Management, LLC
INCREASED
Shares11,079 from 11,064
Change+15 (+0%)
Value$372.9K (+$8.6K)
Filed 2026-11-09
Lido Advisors, LLC
INCREASED
Shares10,722 from 6,562
Change+4,160 (+63%)
Value$360.9K (+$144.8K)
Filed 2026-11-04
Adamsbrown Wealth Consultants LLC
INCREASED
Shares10,393 from 7,410
Change+2,983 (+40%)
Value$349.8K (+$105.8K)
Filed 2026-10-20
B. Riley Wealth Advisors, Inc.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$336.6K (+$8.9K)
Filed 2026-10-13
Breakwater Capital Group
INCREASED
Shares9,877 from 8,226
Change+1,651 (+20%)
Value$332.5K (+$61.6K)
Filed 2026-10-09
Elser Financial Planning, Inc
UNCHANGED
Shares9,484 from 9,484
Change0 (0%)
Value$319.2K (+$6.9K)
Filed 2026-10-16
Richards, Merrill & Peterson, Inc.
NEW
Shares7,800
Change+7,800
Value$262.5K
Filed 2026-10-19
Roxbury Financial LLC
DECREASED
Shares6,925 from 7,046
Change-121 (-2%)
Value$233.1K (+$1.1K)
Filed 2026-10-01
Bank of Montreal
UNCHANGED
Shares3,300 from 3,300
Change0 (0%)
Value$111.1K (+$2.4K)
Filed 2026-11-09
Laurel Wealth Advisors LLC
NEW
Shares3,200
Change+3,200
Value$107.7K
Filed 2026-10-27
Geneos Wealth Management Inc.
NEW
Shares3,000
Change+3,000
Value$101.0K
Filed 2026-11-09
Latitude Advisors, LLC
NEW
Shares1,182
Change+1,182
Value$39.8K
Filed 2026-10-27
PNC Financial Services Group, Inc.
NEW
Shares600
Change+600
Value$20.2K
Filed 2026-11-06
Holos Integrated Wealth LLC
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$2.6K (+$39)
Filed 2026-10-23
Spire Wealth Management
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$808 (+$18)
Filed 2026-10-30
Fifth Third Securities, Inc.
CLOSED
Shares0 from 15,502
Change-15,502 (-100%)
Value$0 (-$510.5K)
Filed 2026-10-21
MBL Wealth, LLC
CLOSED
Shares0 from 9,575
Change-9,575 (-100%)
Value$0 (-$315.3K)
Filed 2026-10-22
FMR LLC
N/A
Shares— from 13,942,392
Change-13,942,392 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,054,378
Change-1,054,378 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 482,669
Change-482,669 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 461,134
Change-461,134 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 362,171
Change-362,171 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 157,649
Change-157,649 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 154,258
Change-154,258 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 99,737
Change-99,737 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 58,449
Change-58,449 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 30,552
Change-30,552 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 23,183
Change-23,183 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 20,935
Change-20,935 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 11,129
Change-11,129 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 9,693
Change-9,693 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 7,937
Change-7,937 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 5,993
Change-5,993 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 490
Change-490 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 80
Change-80 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 67
Change-67 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Status
Keybank National Association
INCREASED2,121,2601,899,530+221,730+12%$62.6M$71.4M+$8.9M2026-11-04
Southern Financial Group, LLC
DECREASED983,6781,068,694-85,016-8%$35.2M$33.1M-$2.1M2026-10-30
Thrivent Financial for Lutherans
NEW911,341—+911,341——$30.7M—2026-11-05
CGC Financial Services, LLC
INCREASED898,335882,395+15,940+2%$29.1M$30.2M+$1.2M2026-10-13
Great Valley Advisor Group, Inc.
INCREASED769,560745,968+23,592+3%$24.6M$25.9M+$1.3M2026-11-09
LPL Financial LLC
INCREASED428,069154,574+273,495+177%$5.1M$14.4M+$9.3M2026-11-06
Commonwealth Equity Services, LLC
DECREASED398,679415,196-16,517-4%$13.7M$13.4M-$252.9K2026-11-02
HighTower Advisors, LLC
INCREASED205,586200,795+4,791+2%$6.6M$6.9M+$307.9K2026-11-10
Taylor Securities Services, Inc.
INCREASED191,113179,736+11,377+6%$5.9M$6.4M+$514.2K2026-10-20
Kestra Advisory Services, LLC
INCREASED181,521168,610+12,911+8%$5.6M$6.1M+$557.7K2026-11-02
Prime Capital Investment Advisors, LLC
INCREASED177,756150,778+26,978+18%$5.0M$6.0M+$1.0M2026-10-20
OmniStar Financial Group, Inc.
INCREASED125,04386,816+38,227+44%$2.9M$4.2M+$1.4M2026-10-26
Anson Capital, Inc.
DECREASED118,625123,211-4,586-4%$4.1M$4.0M-$64.4K2026-10-23
Cambridge Investment Research Advisors, Inc.
INCREASED114,38696,012+18,374+19%$3.2M$3.9M+$688.0K2026-11-02
Signature Wealth Management Partners, LLC
INCREASED102,31326,857+75,456+281%$884.4K$3.4M+$2.6M2026-10-21
SeaCrest Wealth Management, LLC
NEW101,992—+101,992——$3.4M—2026-10-21
Kestra Private Wealth Services, LLC
NEW92,642—+92,642——$3.1M—2026-11-06
Truist Financial Corp
DECREASED71,193223,537-152,344-68%$7.4M$2.4M-$5.0M2026-10-30
InTrack Investment Management Inc
INCREASED67,96258,874+9,088+15%$1.9M$2.3M+$348.9K2026-10-15
Moneco Advisors, LLC
DECREASED65,08970,041-4,952-7%$2.3M$2.2M-$115.6K2026-11-05
Midwest Professional Planners, Ltd.
NEW50,985—+50,985——$1.7M—2026-10-29
Global Trust Asset Management, LLC
INCREASED43,13735,834+7,303+20%$1.2M$1.5M+$272.0K2026-10-19
Portfolio Strategies, Inc.
INCREASED38,6867,272+31,414+432%$239.5K$1.3M+$1.1M2026-11-06
Koshinski Asset Management, Inc.
UNCHANGED34,69934,69900%$1.1M$1.2M+$25.3K2026-10-29
CRA Financial Services, LLC
INCREASED33,26032,660+600+2%$1.1M$1.1M+$44.0K2026-10-16
Harbour Investments, Inc.
DECREASED32,06032,479-419-1%$1.1M$1.1M+$9.6K2026-11-09
Grant Private Wealth Management Inc
DECREASED28,60029,350-750-3%$966.5K$962.7K-$3.8K2026-10-19
Brookstone Capital Management
INCREASED24,28023,898+382+2%$786.9K$817.3K+$30.3K2026-10-22
Peterson Wealth Advisors, LLC
DECREASED19,86420,545-681-3%$676.6K$668.6K-$7.9K2026-10-08
Courier Capital LLC
UNCHANGED11,81811,81800%$389.2K$397.8K+$8.6K2026-10-19
Delta Investment Management, LLC
INCREASED11,07911,064+15+0%$364.3K$372.9K+$8.6K2026-11-09
Lido Advisors, LLC
INCREASED10,7226,562+4,160+63%$216.1K$360.9K+$144.8K2026-11-04
Adamsbrown Wealth Consultants LLC
INCREASED10,3937,410+2,983+40%$244.0K$349.8K+$105.8K2026-10-20
B. Riley Wealth Advisors, Inc.
UNCHANGED10,00010,00000%$327.7K$336.6K+$8.9K2026-10-13
Breakwater Capital Group
INCREASED9,8778,226+1,651+20%$270.9K$332.5K+$61.6K2026-10-09
Elser Financial Planning, Inc
UNCHANGED9,4849,48400%$312.3K$319.2K+$6.9K2026-10-16
Richards, Merrill & Peterson, Inc.
NEW7,800—+7,800——$262.5K—2026-10-19
Roxbury Financial LLC
DECREASED6,9257,046-121-2%$232.0K$233.1K+$1.1K2026-10-01
Bank of Montreal
UNCHANGED3,3003,30000%$108.7K$111.1K+$2.4K2026-11-09
Laurel Wealth Advisors LLC
NEW3,200—+3,200——$107.7K—2026-10-27
Geneos Wealth Management Inc.
NEW3,000—+3,000——$101.0K—2026-11-09
Latitude Advisors, LLC
NEW1,182—+1,182——$39.8K—2026-10-27
PNC Financial Services Group, Inc.
NEW600—+600——$20.2K—2026-11-06
Holos Integrated Wealth LLC
UNCHANGED767600%$2.5K$2.6K+$392026-10-23
Spire Wealth Management
UNCHANGED242400%$790$808+$182026-10-30
Fifth Third Securities, Inc.
CLOSED015,502-15,502-100%$510.5K$0-$510.5K2026-10-21
MBL Wealth, LLC
CLOSED09,575-9,575-100%$315.3K$0-$315.3K2026-10-22
FMR LLC
N/A—13,942,392-13,942,392-100%$459.1M———
Cetera Investment Advisers
N/A—1,054,378-1,054,378-100%$34.7M———
MML Investors Services, LLC
N/A—482,669-482,669-100%$15.9M———
Envestnet Asset Management Inc
N/A—461,134-461,134-100%$15.2M———
Stifel Financial Corp
N/A—362,171-362,171-100%$11.9M———
Raymond James Financial Inc
N/A—157,649-157,649-100%$5.2M———
Aptus Capital Advisors, LLC
N/A—154,258-154,258-100%$5.1M———
Osaic Holdings, Inc.
N/A—99,737-99,737-100%$3.3M———
Summit Wealth Partners, LLC
N/A—58,449-58,449-100%$1.9M———
Old Mission Capital LLC
N/A—30,552-30,552-100%$1.0M———
Ameritas Advisory Services, LLC
N/A—23,183-23,183-100%$763.4K———
Madison Wealth Partners, Inc
N/A—20,935-20,935-100%$689.4K———
Mutual Advisors, LLC
N/A—11,129-11,129-100%$366.5K———
Beacon Pointe Advisors, LLC
N/A—9,693-9,693-100%$319.2K———
Royal Bank of Canada
N/A—7,937-7,937-100%$261.0K———
JPMorgan Chase & Co
N/A—5,993-5,993-100%$196.4K———
Steward Partners Investment Advisory, LLC
N/A—2,100-2,100-100%$69.2K———
NewEdge Advisors, LLC
N/A—1,000-1,000-100%$32.9K———
Morgan Stanley
N/A—490-490-100%$16.1K———
Northwestern Mutual Wealth Management Co
N/A—80-80-100%$2.6K———
Fiduciary Financial Advisors
N/A—67-67-100%$2.2K———
BFC Planning, Inc.
N/A—10-10-100%$329———
Showing 69 of 69 institutions