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FCOR Institutional Ownership

Fidelity Corporate Bond ETF
1W: -0.7% 1M: -2.9% 3M: -5.3% YTD: -5.9% 1Y: -6.6% 3Y: +12.3% 5Y: -6.3%
$44.66
-0.04 (-0.09%)
 
Weekly Expected Move ±0.7%
$44 $44 $45 $45 $45
ETF AMEX · AUM $341.9M

Institutional Ownership — FCOR

77
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
129M
Total Invested
9
New Positions
31
Increased
25
Reduced
6
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (84 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Kestra Advisory Services, LLC 296,823 $13M -60,777 -17.0% 24Q SEC ↗
2 Cetera Investment Advisers 286,465 $13M +50,377 +21.3% 6Q SEC ↗
3 OneDigital Investment Advisors LLC 267,285 $12M +42,803 +19.1% 5Q SEC ↗
4 ENVESTNET ASSET MANAGEMENT INC 207,566 $9M -38,241 -15.6% 26Q SEC ↗
5 Jaffetilchin Investment Partners, LLC 193,421 $9M +75,705 +64.3% 4Q SEC ↗
6 Salus Financial Advisors, LLC 166,697 $7M +9,033 +5.7% 7Q SEC ↗
7 RWA WEALTH PARTNERS, LLC 146,642 $7M +137,102 +1437.1% 25Q SEC ↗
8 One Capital Management, LLC 113,740 $5M — +0.0% 2Q SEC ↗
9 COMMONWEALTH EQUITY SERVICES, LLC 87,499 $4M -44,420 -33.7% 29Q SEC ↗
10 Lakeshore Capital Group, Inc. 76,351 $3M -9,435 -11.0% 6Q SEC ↗
11 MORGAN STANLEY 72,002 $3M -13,613 -15.9% 34Q SEC ↗
12 JPMORGAN CHASE & CO 67,981 $3M +12,881 +23.4% 12Q SEC ↗
13 LPL Financial LLC 67,091 $3M -6,382 -8.7% 30Q SEC ↗
14 BANK OF AMERICA CORP /DE 57,531 $3M -2,749 -4.6% 15Q SEC ↗
15 RAYMOND JAMES FINANCIAL INC 55,980 $3M -42,591 -43.2% 7Q SEC ↗
16 Millington Financial Advisors, LLC 52,113 $2M +4,587 +9.7% 15Q SEC ↗
17 OSAIC HOLDINGS, INC. 50,890 $2M +33,330 +189.8% 26Q SEC ↗
18 ISLAY CAPITAL MANAGEMENT, LLC 47,166 $2M +7,409 +18.6% 27Q SEC ↗
19 ARWA LLC 46,022 $2M +4,015 +9.6% 3Q SEC ↗
20 Valmark Advisers, Inc. 39,604 $2M +1,641 +4.3% 12Q SEC ↗
21 JANE STREET GROUP, LLC 35,585 $2M -18,420 -34.1% 2Q SEC ↗
22 Stratos Wealth Partners, LTD. 34,148 $2M +2,998 +9.6% 10Q SEC ↗
23 CITADEL ADVISORS LLC 27,313 $1M -33,898 -55.4% 2Q SEC ↗
24 UBS Group AG 26,867 $1M +1,481 +5.8% 42Q SEC ↗
25 Cullen/Frost Bankers, Inc. 26,693 $1M +4,102 +18.2% 10Q SEC ↗
26 &PARTNERS 22,847 $1M -2,191 -8.8% 3Q SEC ↗
27 Cambridge Investment Research Advisors 20,783 $928K -2,307 -10.0% 42Q SEC ↗
28 Midwest Financial Network, LLC 20,692 $924K +10,182 +96.9% 2Q SEC ↗
29 JONES FINANCIAL COMPANIES LLLP 20,305 $907K +4,428 +27.9% 8Q SEC ↗
30 CALTON & ASSOCIATES, INC. 18,525 $827K +1,291 +7.5% 11Q SEC ↗
31 Kapstone Financial Advisors LLC 18,228 $814K +2,313 +14.5% 2Q SEC ↗
32 TD Waterhouse Canada Inc. 18,130 $810K +1,746 +10.7% 19Q SEC ↗
33 Sugar Maple Asset Management, LLC 16,968 $758K +1,246 +7.9% 3Q SEC ↗
34 RCS Financial Planning, LLC 15,593 $696K -388 -2.4% 2Q SEC ↗
35 J.W. COLE ADVISORS, INC. NEW 14,164 $633K — +0.0% 1Q SEC ↗
36 PNC Financial Services Group, Inc. 13,145 $587K +1,750 +15.4% 9Q SEC ↗
37 CAMELOT TECHNOLOGY ADVISORS, INC. 12,995 $580K — +0.0% 11Q SEC ↗
38 IFP Advisors, Inc 12,020 $537K +107 +0.9% 28Q SEC ↗
39 Equitable Holdings, Inc. 11,900 $531K -4 -0.0% 3Q SEC ↗
40 Ameritas Advisory Services, LLC 11,898 $531K +4,783 +67.2% 5Q SEC ↗
41 FORONJY FINANCIAL LLC 11,757 $525K +5,724 +94.9% 5Q SEC ↗
42 KESTRA PRIVATE WEALTH SERVICES, LLC 11,431 $511K +1,854 +19.4% 3Q SEC ↗
43 Glen Eagle Advisors, LLC 11,353 $507K +2 +0.0% 39Q SEC ↗
44 MML INVESTORS SERVICES, LLC 11,224 $501K +243 +2.2% 28Q SEC ↗
45 PARK AVENUE SECURITIES LLC 9,760 $436K +1,436 +17.3% 4Q SEC ↗
46 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 9,343 $417K — +0.0% 1Q SEC ↗
47 NATIONAL BANK OF CANADA /FI 8,189 $366K — +0.0% 11Q SEC ↗
48 Marshall Financial Group, LLC 7,270 $325K -1,036 -12.5% 8Q SEC ↗
49 Griffith & Werner, Inc. 7,204 $322K +40 +0.6% 4Q SEC ↗
50 Thrivent Financial for Lutherans 6,267 $280K +2 +0.0% 4Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
RWA WEALTH PARTNERS, LLC +137,102 +1437.1% 146,642
Jaffetilchin Investment Partners, L +75,705 +64.3% 193,421
Cetera Investment Advisers +50,377 +21.3% 286,465
OneDigital Investment Advisors LLC +42,803 +19.1% 267,285
OSAIC HOLDINGS, INC. +33,330 +189.8% 50,890
JPMORGAN CHASE & CO +12,881 +23.4% 67,981
Midwest Financial Network, LLC +10,182 +96.9% 20,692
Salus Financial Advisors, LLC +9,033 +5.7% 166,697
ISLAY CAPITAL MANAGEMENT, LLC +7,409 +18.6% 47,166
FORONJY FINANCIAL LLC +5,724 +94.9% 11,757
Ameritas Advisory Services, LLC +4,783 +67.2% 11,898
Millington Financial Advisors, LLC +4,587 +9.7% 52,113
JONES FINANCIAL COMPANIES LLLP +4,428 +27.9% 20,305
Cullen/Frost Bankers, Inc. +4,102 +18.2% 26,693
ARWA LLC +4,015 +9.6% 46,022
Stratos Wealth Partners, LTD. +2,998 +9.6% 34,148
Kapstone Financial Advisors LLC +2,313 +14.5% 18,228
KESTRA PRIVATE WEALTH SERVICES, LLC +1,854 +19.4% 11,431
PNC Financial Services Group, Inc. +1,750 +15.4% 13,145
TD Waterhouse Canada Inc. +1,746 +10.7% 18,130
Biggest Decreases (20)
HolderReducedChange %Total Shares
Kestra Advisory Services, LLC -60,777 -17.0% 296,823
COMMONWEALTH EQUITY SERVICES, LLC -44,420 -33.7% 87,499
RAYMOND JAMES FINANCIAL INC -42,591 -43.2% 55,980
ENVESTNET ASSET MANAGEMENT INC -38,241 -15.6% 207,566
CITADEL ADVISORS LLC -33,898 -55.4% 27,313
JANE STREET GROUP, LLC -18,420 -34.1% 35,585
MORGAN STANLEY -13,613 -15.9% 72,002
Lakeshore Capital Group, Inc. -9,435 -11.0% 76,351
LPL Financial LLC -6,382 -8.7% 67,091
Virtus Wealth Solutions LLC -4,658 -43.0% 6,175
BANK OF AMERICA CORP /DE -2,749 -4.6% 57,531
Cambridge Investment Research Advis -2,307 -10.0% 20,783
&PARTNERS -2,191 -8.8% 22,847
Marshall Financial Group, LLC -1,036 -12.5% 7,270
FMR LLC -991 -30.8% 2,225
PFG Investments, LLC -940 -16.5% 4,764
RCS Financial Planning, LLC -388 -2.4% 15,593
Noble Wealth Management PBC -150 -5.1% 2,790
Sunbelt Securities, Inc. -56 -1.2% 4,776
Equitable Holdings, Inc. -4 -0.0% 11,900

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms