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FDEM Institutional Ownership

Fidelity Emerging Markets Multifactor ETF
1W: -0.9% 1M: -1.1% 3M: -1.0% YTD: +13.5% 1Y: +18.8% 3Y: +75.7% 5Y: +64.1%
$35.88
+0.28 (+0.77%)
 
Weekly Expected Move ±2.4%
$34 $35 $36 $37 $38
ETF CBOE · AUM $282.5M

Institutional Ownership — FDEM

89
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
342M
Total Invested
13
New Positions
31
Increased
34
Reduced
6
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (97 total)

# Holder Shares Value Change Change % Holding Period Filing
1 McAdam, LLC 2,247,221 $81M +1,412,776 +169.3% 8Q SEC ↗
2 COMMONWEALTH EQUITY SERVICES, LLC 899,844 $32M -108,445 -10.8% 26Q SEC ↗
3 Storgate, LLC 808,490 $29M +487,181 +151.6% 3Q SEC ↗
4 RAYMOND JAMES FINANCIAL INC 553,434 $20M -6,256 -1.1% 3Q SEC ↗
5 OSAIC HOLDINGS, INC. 470,581 $17M +250,908 +114.2% 26Q SEC ↗
6 MAI Capital Management 284,114 $10M +10,318 +3.8% 4Q SEC ↗
7 CITADEL ADVISORS LLC 263,929 $9M -37,398 -12.4% 7Q SEC ↗
8 Salus Financial Advisors, LLC 263,360 $9M +6,387 +2.5% 7Q SEC ↗
9 ENVESTNET ASSET MANAGEMENT INC 261,869 $9M +23,255 +9.7% 9Q SEC ↗
10 Clarity Retirement & Wealth, LLC 254,398 $9M +9,463 +3.9% 3Q SEC ↗
11 Advyzon Investment Management, LLC 253,436 $9M +49,233 +24.1% 2Q SEC ↗
12 Kestra Advisory Services, LLC 227,161 $8M +19,415 +9.3% 11Q SEC ↗
13 Landing Point Financial Group, LLC NEW 198,585 $7M — +0.0% 1Q SEC ↗
14 Sunbelt Securities, Inc. 198,066 $7M +88,865 +81.4% 13Q SEC ↗
15 Arkadios Wealth Advisors 195,868 $7M -12,004 -5.8% 3Q SEC ↗
16 Mayfair Advisory Group, LLC 167,150 $6M +21,484 +14.7% 5Q SEC ↗
17 Cetera Investment Advisers 164,059 $6M -9,566 -5.5% 5Q SEC ↗
18 Smartleaf Asset Management LLC 160,405 $6M — +0.0% 4Q SEC ↗
19 NewEdge Advisors, LLC 143,837 $5M +60,733 +73.1% 3Q SEC ↗
20 PRINCIPAL SECURITIES, INC. 131,560 $5M +40,425 +44.4% 7Q SEC ↗
21 MML INVESTORS SERVICES, LLC 115,522 $4M +19,040 +19.7% 9Q SEC ↗
22 New Insight Wealth Advisors 98,842 $4M +27,042 +37.7% 9Q SEC ↗
23 Cambridge Investment Research Advisors 93,591 $3M +1,289 +1.4% 11Q SEC ↗
24 S Harris Financial Group, LLC 87,529 $3M -457 -0.5% 3Q SEC ↗
25 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 83,479 $3M -11,574 -12.2% 6Q SEC ↗
26 Vise Technologies, Inc. NEW 76,736 $3M — +0.0% 1Q SEC ↗
27 JANE STREET GROUP, LLC 65,988 $2M -499,657 -88.3% 5Q SEC ↗
28 REDW Wealth LLC 64,653 $2M +9,141 +16.5% 4Q SEC ↗
29 Payne Capital LLC 64,361 $2M — +0.0% 4Q SEC ↗
30 OLD MISSION CAPITAL LLC 59,736 $2M -72,497 -54.8% 3Q SEC ↗
31 GOLDMAN SACHS GROUP INC 59,710 $2M -2,461 -4.0% 2Q SEC ↗
32 JPMORGAN CHASE & CO 58,089 $2M +11,233 +24.0% 9Q SEC ↗
33 WEALTH ENHANCEMENT ADVISORY SERVICES, 58,010 $2M +12,609 +27.8% 2Q SEC ↗
34 SMITH, MOORE & CO. 34,954 $1M +2,829 +8.8% 2Q SEC ↗
35 Farther Finance Advisors, LLC 32,969 $1M -474 -1.4% 11Q SEC ↗
36 Cassilly Financial Group LLC 30,705 $1M +5,851 +23.5% 3Q SEC ↗
37 Investmark Advisory Group LLC 29,667 $1M +1,650 +5.9% 5Q SEC ↗
38 BG Investment Services, LLC 29,235 $1M +4,710 +19.2% 4Q SEC ↗
39 Stratos Wealth Advisors, LLC 28,899 $1M -1,585 -5.2% 7Q SEC ↗
40 Merit Financial Group, LLC 24,883 $893K +847 +3.5% 3Q SEC ↗
41 IFP Advisors, Inc 23,945 $859K +138 +0.6% 5Q SEC ↗
42 FMR LLC 23,886 $857K +5,477 +29.8% 9Q SEC ↗
43 Ashton Thomas Private Wealth, LLC 22,376 $803K -185 -0.8% 3Q SEC ↗
44 Arax Advisory Partners 21,811 $782K +11,625 +114.1% 3Q SEC ↗
45 Waverly Advisors, LLC 15,893 $570K — +0.0% 2Q SEC ↗
46 DAHRING | CUSMANO LLC 15,275 $548K -438 -2.8% 7Q SEC ↗
47 Whipplewood Advisors, LLC 13,674 $491K -716 -5.0% 3Q SEC ↗
48 Archer Investment Management, LLC 13,233 $475K -431 -3.2% 4Q SEC ↗
49 LPL Financial LLC NEW 12,816 $460K — +0.0% 1Q SEC ↗
50 Cyndeo Wealth Partners, LLC 11,414 $409K -3 -0.0% 3Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
McAdam, LLC +1,412,776 +169.3% 2,247,221
Storgate, LLC +487,181 +151.6% 808,490
OSAIC HOLDINGS, INC. +250,908 +114.2% 470,581
Sunbelt Securities, Inc. +88,865 +81.4% 198,066
NewEdge Advisors, LLC +60,733 +73.1% 143,837
Advyzon Investment Management, LLC +49,233 +24.1% 253,436
PRINCIPAL SECURITIES, INC. +40,425 +44.4% 131,560
New Insight Wealth Advisors +27,042 +37.7% 98,842
ENVESTNET ASSET MANAGEMENT INC +23,255 +9.7% 261,869
Mayfair Advisory Group, LLC +21,484 +14.7% 167,150
Kestra Advisory Services, LLC +19,415 +9.3% 227,161
MML INVESTORS SERVICES, LLC +19,040 +19.7% 115,522
WEALTH ENHANCEMENT ADVISORY SERVICE +12,609 +27.8% 58,010
Arax Advisory Partners +11,625 +114.1% 21,811
JPMORGAN CHASE & CO +11,233 +24.0% 58,089
MAI Capital Management +10,318 +3.8% 284,114
Clarity Retirement & Wealth, LLC +9,463 +3.9% 254,398
REDW Wealth LLC +9,141 +16.5% 64,653
Salus Financial Advisors, LLC +6,387 +2.5% 263,360
Cassilly Financial Group LLC +5,851 +23.5% 30,705
Biggest Decreases (20)
HolderReducedChange %Total Shares
JANE STREET GROUP, LLC -499,657 -88.3% 65,988
COMMONWEALTH EQUITY SERVICES, LLC -108,445 -10.8% 899,844
Wayfinding Financial, LLC -95,284 -90.9% 9,573
OLD MISSION CAPITAL LLC -72,497 -54.8% 59,736
CITADEL ADVISORS LLC -37,398 -12.4% 263,929
Arkadios Wealth Advisors -12,004 -5.8% 195,868
NORTHWESTERN MUTUAL WEALTH MANAGEME -11,574 -12.2% 83,479
Cetera Investment Advisers -9,566 -5.5% 164,059
AMERIPRISE FINANCIAL INC -7,096 -40.5% 10,415
RAYMOND JAMES FINANCIAL INC -6,256 -1.1% 553,434
GOLDMAN SACHS GROUP INC -2,461 -4.0% 59,710
Stratos Wealth Advisors, LLC -1,585 -5.2% 28,899
WELLS FARGO & COMPANY/MN -1,040 -100.0% 0
Whipplewood Advisors, LLC -716 -5.0% 13,674
Steward Partners Investment Advisor -488 -5.7% 8,036
Farther Finance Advisors, LLC -474 -1.4% 32,969
S Harris Financial Group, LLC -457 -0.5% 87,529
DAHRING | CUSMANO LLC -438 -2.8% 15,275
Archer Investment Management, LLC -431 -3.2% 13,233
HARBOUR INVESTMENTS, INC. -416 -10.6% 3,501

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