13FBOX
FIDELITY DISRUPTIVE TECHNOLOGY ETF · 13F Institutional Holdings
Options Calculator Rankings
F

FIDELITY DISRUPTIVE TECHNOLOGY ETF

FDTX
Institutions
41
Combined AUM (Q2 2026)
$51.0M
Combined Shares (Q2 2026)
882,312
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+114,190
16 · 6 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-109,623
14 · 4 Exit · ≈
⚖️ Net
+4,567
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$51.0M
Institutions
41
New Buys
6
Adds
10
Reduces
10
Exits
4
Unchanged
15
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
FMR LLC
<0.01%<0.01%#18$28.8M498,129$19.0M515,003-16,874-3.28%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
0.01%<0.01%#9$8.0M137,370$2.2M60,214+77,156+128.14%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#27$3.3M57,780$1.9M50,503+7,277+14.41%Add
BXM Wealth LLC
0.81%0.73%#1$1.5M25,840$954,00025,84000.00%Unchanged
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#13$1.2M21,241$910,00024,652-3,411-13.84%Reduce
JPMORGAN CHASE & CO
<0.01%<0.01%#36$1.1M19,715$719,99720,596-881-4.28%Reduce
JANE STREET GROUP, LLC
<0.01%<0.01%#34$938,89916,217$553,01714,979+1,238+8.26%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#21$717,76412,397$246,3166,672+5,725+85.81%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#32$533,1649,209$336,5219,115+94+1.03%Add
Kovack Advisors, Inc.
0.02%0.02%#6$518,2529,215$346,6999,21500.00%Unchanged
LPL Financial LLC
<0.01%<0.01%#33$464,0948,016$262,7937,118+898+12.62%Add
Advisory Services Network, LLC
<0.01%<0.01%#11$396,9296,856$218,1915,910+946+16.01%Add
LANARK FINANCIAL, INC.
0.02%0.02%#7$364,2236,291$262,7557,117-826-11.61%Reduce
MML INVESTORS SERVICES, LLC
<0.01%#23$330,6555,711$00+5,711New Buy
VestGen Advisors, LLC
0.01%0.01%#10$314,3755,430$267,5075,43000.00%Unchanged
FLOW TRADERS U.S. LLC
0.01%0.09%#8$301,9285,215$3.0M81,107-75,892-93.57%Reduce
Cetera Investment Advisers
<0.01%<0.01%#28$283,6904,900$259,0277,016-2,116-30.16%Reduce
Buska Wealth Management, LLC
0.1%0.16%#2$277,2064,788$397,06910,755-5,967-55.48%Reduce
BECK CAPITAL MANAGEMENT, LLC
0.05%#3$271,9954,698$00+4,698New Buy
Wealthspire Advisors, LLC
<0.01%<0.01%#16$271,2994,686$213,3815,780-1,094-18.93%Reduce
Quadrature Capital Ltd
<0.01%#14$249,1844,304$00+4,304New Buy
Farther Finance Advisors, LLC
<0.01%<0.01%#20$109,1341,885$1885+1,880+37,600.00%Add
WELLS FARGO & COMPANY/MN
<0.01%#38$106,2971,836$00+1,836New Buy
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#17$93,6251,617$59,6671,616+1+0.06%Add
Integrated Wealth Concepts LLC
<0.01%#24$90,8971,570$00+1,570New Buy
High Point Wealth Management, LLC
0.05%0.04%#4$57,8991,000$36,9221,00000.00%Unchanged
Noble Wealth Management PBC
0.03%0.02%#5$57,8961,000$36,9201,00000.00%Unchanged
IFP Advisors, Inc
<0.01%<0.01%#19$55,928966$35,66496600.00%Unchanged
HANTZ FINANCIAL SERVICES, INC.
<0.01%<0.01%#22$51,296886$33,00088600.00%Unchanged
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#35$49,503855$00+855New Buy
AE Wealth Management LLC
<0.01%<0.01%#29$48,557839$30,929838+1+0.12%Add
Cheviot Value Management, LLC
<0.01%<0.01%#12$28,948500$18,46050000.00%Unchanged
PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#39$21,422370$13,66037000.00%Unchanged
MCF Advisors LLC
<0.01%<0.01%#25$11,985207$7,64320700.00%Unchanged
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#37$11,406197$7,27419700.00%Unchanged
Parallel Advisors, LLC
<0.01%<0.01%#30$10,528181$6,71318100.00%Unchanged
MORGAN STANLEY
<0.01%<0.01%#41$8,684150$38,246943-793-84.09%Reduce
HighMark Wealth Management LLC
<0.01%<0.01%#15$6,079105$3,87610500.00%Unchanged
Central Pacific Bank - Trust Division
<0.01%<0.01%#26$4,11171$2,6217100.00%Unchanged
EverSource Wealth Advisors, LLC
<0.01%<0.01%#31$3,76365$2,4006500.00%Unchanged
Horizon Investments, LLC
<0.01%<0.01%#40$2324$2958-4-50.00%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow