Who owns FIVA?
Fidelity International Value Factor ETF · Fidelity
98 institutions reported holding FIVA, worth $282.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FIVA
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Commonwealth Equity Services, LLC | Waltham, MA | $58.8M | 1,525,685 | −35,913 shares |
| FMR LLC | Boston, MA | $57.4M | 1,490,416 | −30,767 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $19.0M | 493,842 | +30,164 shares |
| LPL Financial LLC | Fort Mill, SC | $15.2M | 394,853 | −78,562 shares |
| Northwestern Mutual Wealth Management Co | Milwaukee, WI | $14.9M | 386,552 | +41,973 shares |
| Cetera Investment Advisers | Schaumburg, IL | $9.4M | 244,555 | +91,448 shares |
| Summit Wealth Group LLC | Colorado Springs, CO | $8.5M | 220,817 | −731 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $8.5M | 220,463 | +94,453 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $8.4M | 218,506 | +26,974 shares |
| Kestra Advisory Services, LLC | Austin, TX | $7.1M | 185,272 | −16,776 shares |
From 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 FIVA?
98 institutional managers reported holding FIVA in Form 13F filings for June 30, 2026, worth $282.3M in total. The largest reported position was held by Commonwealth Equity Services, LLC, at $58.8M.
Did institutions buy or sell FIVA last quarter?
Reported 13F value rose 12.1% from March 31, 2026, which includes price moves as well as buying and selling. 23 firms reported a new position and 10 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 FIVA 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.