13FBOX
FIDELITY US MULTIFACTOR ETF · 13F Institutional Holdings
Options Calculator Rankings
F

FIDELITY US MULTIFACTOR ETF

FLRG
Institutions
46
Combined AUM (Q2 2026)
$171.1M
Combined Shares (Q2 2026)
4.2M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+200,677
29 · 7 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-136,727
16 · 6 Exit · ≈
⚖️ Net
+63,950
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$171.1M
Institutions
46
New Buys
7
Adds
22
Reduces
10
Exits
6
Unchanged
7
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
AE Wealth Management LLC
0.39%0.42%#3$83.3M2.0M$77.3M2.1M-70,714-3.37%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
0.04%0.04%#11$29.7M722,984$27.8M754,626-31,642-4.19%Reduce
Berman McAleer LLC
1.57%1.62%#1$13.6M331,532$11.9M322,951+8,581+2.66%Add
Advisory Services Network, LLC
0.1%0.08%#7$8.9M217,760$6.0M164,243+53,517+32.58%Add
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01%0.01%#15$7.4M180,687$6.6M179,214+1,473+0.82%Add
Centennial Wealth Advisory LLC
0.74%0.75%#2$3.4M83,823$3.1M84,476-653-0.77%Reduce
Western Wealth Management, LLC
0.1%0.1%#6$3.2M77,080$2.7M72,037+5,043+7.00%Add
Kestra Advisory Services, LLC
0.01%0.01%#18$2.1M50,855$2.7M72,214-21,359-29.58%Reduce
PRINCIPAL SECURITIES, INC.
0.02%0.03%#13$2.0M49,438$1.9M52,000-2,562-4.93%Reduce
CITADEL ADVISORS LLC
<0.01%<0.01%#31$1.9M46,168$589,89116,034+30,134+187.94%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#33$1.5M37,045$299,1038,130+28,915+355.66%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#26$1.5M36,366$1.3M35,843+523+1.46%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#30$1.2M29,743$1.1M29,197+546+1.87%Add
GOLDMAN SACHS GROUP INC
<0.01%#35$1.2M28,635$00+28,635New Buy
Sovran Advisors, LLC
0.09%0.08%#8$1.2M28,254$1.1M26,846+1,408+5.24%Add
World Investment Advisors
0.02%0.02%#14$1.2M31,348$1.2M31,34800.00%Unchanged
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#24$965,49123,535$846,00023,006+529+2.30%Add
FMR LLC
<0.01%<0.01%#38$944,24623,017$790,56921,489+1,528+7.11%Add
LPL Financial LLC
<0.01%<0.01%#32$560,09513,653$509,50513,849-196-1.42%Reduce
MORGAN STANLEY
<0.01%<0.01%#39$520,63112,691$491+12,690+1,269,000.00%Add
CreativeOne Wealth, LLC
0.01%0.01%#16$485,82811,843$453,14512,317-474-3.85%Reduce
KESTRA PRIVATE WEALTH SERVICES, LLC
0.01%<0.01%#21$473,64411,546$363,3389,876+1,670+16.91%Add
Williams & Novak, LLC
0.28%0.28%#4$424,24510,341$371,25610,029+312+3.11%Add
Beacon Capital Management, LLC
0.06%0.06%#10$412,74310,061$312,7998,502+1,559+18.34%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#42$392,0509,610$152,6204,238+5,372+126.76%Add
Cetera Investment Advisers
<0.01%<0.01%#29$389,1759,487$393,15510,686-1,199-11.22%Reduce
Mutual Advisors, LLC
0.01%0.01%#20$312,7227,623$281,1877,643-20-0.26%Reduce
Savvy Advisors, Inc.
0.01%0.01%#19$303,8107,406$220,9516,006+1,400+23.31%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#41$283,0226,899$204,2955,553+1,346+24.24%Add
High Point Wealth Management, LLC
0.21%0.22%#5$256,1416,244$228,9986,224+20+0.32%Add
BRIGHTON JONES LLC
<0.01%#22$249,2686,076$00+6,076New Buy
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#34$218,2465,320$183,9505,000+320+6.40%Add
Alliance Wealth Advisors, LLC
0.07%#9$207,9085,068$00+5,068New Buy
UBS Group AG
<0.01%<0.01%#40$194,6184,744$63,5001,726+3,018+174.86%Add
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#28$59,0651,440$52,9701,439+1+0.07%Add
EVOLUTION WEALTH MANAGEMENT INC.
0.03%0.04%#12$58,9101,436$52,8301,43600.00%Unchanged
Federation des caisses Desjardins du Quebec
<0.01%<0.01%#37$26,255640$23,54664000.00%Unchanged
BANK OF MONTREAL /CAN/
<0.01%<0.01%#45$20,102490$18,02749000.00%Unchanged
Private Wealth Asset Management, LLC
<0.01%#27$15,696383$00+383New Buy
NATIONAL BANK OF CANADA /FI/
<0.01%<0.01%#43$11,679285$10,48228500.00%Unchanged
Regatta Research & Money Management
0.01%#17$10,442255$00+255New Buy
WELLS FARGO & COMPANY/MN
<0.01%#46$10,297251$00+251New Buy
Quest 10 Wealth Builders, Inc.
<0.01%<0.01%#23$4,718115$4,930134-19-14.18%Reduce
Geneos Wealth Management Inc.
<0.01%<0.01%#36$4,466109$3,99310900.00%Unchanged
Key Capital Management, INC
<0.01%#25$4,266104$00+104New Buy
Raleigh Capital Management Inc.
<0.01%<0.01%#44$261$23100.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow