Who owns FDMO?
Fidelity Momentum Factor ETF · Fidelity
118 institutions reported holding FDMO, worth $720.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FDMO
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| FMR LLC | Boston, MA | $269.2M | 2,731,087 | −324,819 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $144.2M | 1,463,420 | +48,587 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $26.0M | 263,839 | +92,891 shares |
| Kestra Advisory Services, LLC | Austin, TX | $22.2M | 224,914 | +15,327 shares |
| Cetera Investment Advisers | Schaumburg, IL | $21.6M | 218,910 | +13,244 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $20.8M | 210,826 | +109,579 shares |
| LPL Financial LLC | Fort Mill, SC | $17.3M | 175,534 | +30,304 shares |
| Marks Group Wealth Management, Inc | Minnetonka, MN | $17.0M | 172,437 | +87,317 shares |
| Portfolio Strategies, Inc. | Montvale, NJ | $14.8M | 150,137 | −978 shares |
| Great Lakes Retirement, Inc. | Sandusky, OH | $13.5M | 137,003 | −747 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FDMO?
118 institutional managers reported holding FDMO in Form 13F filings for June 30, 2026, worth $720.6M in total. The largest reported position was held by FMR LLC, at $269.2M.
Did institutions buy or sell FDMO last quarter?
Reported 13F value rose 33.3% from March 31, 2026, which includes price moves as well as buying and selling. 30 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FDMO ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.