Who owns FDRR?
Fidelity Dividend ETF for Rising Rates · Fidelity
113 institutions reported holding FDRR, worth $257.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FDRR
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Ameritas Advisory Services, LLC | Lincoln, NE | $70.9M | 1,092,623 | +375,226 shares |
| LPL Financial LLC | Fort Mill, SC | $18.7M | 287,988 | −22,476 shares |
| EP Wealth Advisors, LLC | Torrance, CA | $18.1M | 278,867 | −22,813 shares |
| Bank of America Corp. | Charlotte, NC | $15.3M | 235,076 | −10,843 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $12.0M | 184,350 | +92,389 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $9.4M | 145,145 | −6,947 shares |
| Charter Capital Management, LLC | Brookfield, WI | $8.7M | 134,216 | −1,514 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $8.4M | 130,209 | +26,281 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $7.7M | 118,097 | +36,418 shares |
| Cetera Investment Advisers | Schaumburg, IL | $7.0M | 107,187 | +30,385 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 FDRR?
113 institutional managers reported holding FDRR in Form 13F filings for June 30, 2026, worth $257.2M in total. The largest reported position was held by Ameritas Advisory Services, LLC, at $70.9M.
Did institutions buy or sell FDRR last quarter?
Reported 13F value rose 27.7% from March 31, 2026, which includes price moves as well as buying and selling. 18 firms reported a new position and 8 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 FDRR 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.