13FBOX
FIDELITY DIVIDEND ETF FOR RISING RATES · 13F Institutional Holdings
Options Calculator Rankings
F

FIDELITY DIVIDEND ETF FOR RISING RATES

FDRR
Institutions
113
Combined AUM (Q2 2026)
$251.2M
Combined Shares (Q2 2026)
3.9M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+621,279
66 · 16 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-465,420
38 · 11 Exit · ≈
⚖️ Net
+155,859
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$251.2M
Institutions
113
New Buys
16
Adds
50
Reduces
27
Exits
11
Unchanged
20
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Ameritas Advisory Services, LLC
1.43%1.64%#4$70.9M1.1M$42.2M717,397+375,226+52.30%Add
LPL Financial LLC
<0.01%<0.01%#63$18.7M287,988$18.3M310,464-22,476-7.24%Reduce
EP Wealth Advisors, LLC
0.07%0.09%#20$18.1M278,867$17.7M301,680-22,813-7.56%Reduce
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#81$15.3M235,076$14.5M245,919-10,843-4.41%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#38$9.4M145,145$8.9M152,092-6,947-4.57%Reduce
Charter Capital Management, LLC\DE
3.85%4%#1$8.7M134,216$8.0M135,730-1,514-1.12%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#74$8.4M130,209$6.1M103,928+26,281+25.29%Add
OSAIC HOLDINGS, INC.
0.01%0.01%#45$7.7M118,097$4.8M81,679+36,418+44.59%Add
Cetera Investment Advisers
0.01%<0.01%#58$7.0M107,187$4.5M76,802+30,385+39.56%Add
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#37$6.0M92,175$5.4M91,961+214+0.23%Add
NewEdge Advisors, LLC
0.02%0.02%#36$5.8M88,964$5.2M88,431+533+0.60%Add
FMR LLC
<0.01%<0.01%#99$5.7M87,200$4.6M78,497+8,703+11.09%Add
Geneva Partners, LLC
1.43%2.37%#3$5.4M82,906$4.9M83,902-996-1.19%Reduce
MORGAN STANLEY
<0.01%<0.01%#98$4.7M72,917$4.8M82,547-9,630-11.67%Reduce
UBS Group AG
<0.01%<0.01%#90$4.1M63,146$3.7M63,621-475-0.75%Reduce
JPMORGAN CHASE & CO
<0.01%<0.01%#100$3.8M58,213$2.8M48,070+10,143+21.10%Add
Kestra Advisory Services, LLC
0.01%0.01%#40$3.5M53,875$3.9M66,941-13,066-19.52%Reduce
Sugar Maple Asset Management, LLC
2.16%1.91%#2$3.4M51,720$3.1M53,547-1,827-3.41%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#84$3.1M47,062$2.6M43,666+3,396+7.78%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#95$2.8M42,450$2.5M42,384+66+0.16%Add
CREATIVE FINANCIAL DESIGNS INC /ADV
0.12%0.12%#13$2.5M38,607$1.9M32,452+6,155+18.97%Add
Lido Advisors, LLC
0.01%0.01%#60$1.9M28,737$1.8M29,765-1,028-3.45%Reduce
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#68$1.6M25,383$1.3M22,189+3,194+14.39%Add
&PARTNERS
0.01%0.01%#54$1.6M25,275$1.4M24,617+658+2.67%Add
PFG Advisors
0.08%0.07%#17$1.6M24,337$1.4M24,039+298+1.24%Add
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#102$1.5M22,683$316,0095,374+17,309+322.09%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#104$1.4M21,140$992,07216,871+4,269+25.30%Add
Midwest Financial Network, LLC
0.9%0.59%#5$1.3M20,374$746,07712,688+7,686+60.58%Add
Arax Advisory Partners
0.01%0.01%#47$1.3M19,723$254,6094,330+15,393+355.50%Add
Stonebridge Financial Planning Group, LLC
0.36%0.38%#8$1.1M17,533$1.0M17,694-161-0.91%Reduce
FLAGSHIP WEALTH ADVISORS, LLC
0.24%0.54%#9$1.1M16,267$1.2M22,966-6,699-29.17%Reduce
Gladstone Institutional Advisory LLC
0.03%0.03%#31$960,35814,802$858,62214,601+201+1.38%Add
RCS Financial Planning, LLC
0.42%0.42%#7$884,76913,637$810,42813,782-145-1.05%Reduce
Integrated Advisors Network LLC
0.04%0.04%#28$853,17213,150$773,26513,15000.00%Unchanged
MONECO ADVISORS, LLC
0.05%#25$843,44013,000$00+13,000New Buy
Creative Planning
<0.01%<0.01%#92$796,56412,277$662,81211,272+1,005+8.92%Add
Herold Advisors, Inc.
0.14%0.14%#11$718,00011,070$650,95511,07000.00%Unchanged
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#106$657,88310,140$00+10,140New Buy
PRINCIPAL SECURITIES, INC.
0.01%0.01%#49$652,36810,055$586,0939,967+88+0.88%Add
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#79$641,8559,590$553,1569,350+240+2.57%Add
Integrated Wealth Concepts LLC
<0.01%<0.01%#69$618,8239,537$547,4519,310+227+2.44%Add
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#94$610,5869,411$435,7927,411+2,000+26.99%Add
PARK AVENUE SECURITIES LLC
<0.01%<0.01%#66$592,9389,139$513,0008,726+413+4.73%Add
LANDAAS & CO /WI /ADV
0.1%0.05%#15$528,8378,151$215,2203,660+4,491+122.70%Add
FIFTH THIRD SECURITIES, INC.
0.03%0.02%#32$521,8958,044$279,1994,748+3,296+69.42%Add
CDM FINANCIAL COUNSELING SERVICES, INC.
0.44%0.44%#6$509,3087,850$461,6067,85000.00%Unchanged
Beck Bode, LLC
0.08%0.08%#19$505,3507,789$454,1977,724+65+0.84%Add
Arkadios Wealth Advisors
0.01%0.01%#51$504,6197,778$454,9617,737+41+0.53%Add
Mutual Advisors, LLC
0.01%0.01%#43$499,7547,703$457,4297,779-76-0.98%Reduce
Farther Finance Advisors, LLC
<0.01%<0.01%#64$491,1117,570$331,6175,611+1,959+34.91%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow