FFLC Institutional Ownership
Fidelity Fundamental Large Cap Core ETF
1W: -0.8%
1M: -0.8%
3M: +0.2%
YTD: +10.3%
1Y: +14.3%
3Y: +87.4%
5Y: +114.4%
$59.27
+0.21 (+0.36%)
Weekly Expected Move ±1.5%
$58
$58
$59
$60
$61
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FFLC
133
Institutional Holders
+12 vs prior quarter
0.0%
Ownership
+0.00pp
618M
Total Invested
25
New Positions
60
Increased
35
Reduced
14
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (141 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | 1,618,118 | $96M | +167,215 | +11.5% | 20Q | SEC ↗ |
| 2 | LPL Financial LLC | 1,569,393 | $93M | +56,387 | +3.7% | 9Q | SEC ↗ |
| 3 | Private Advisor Group, LLC | 724,638 | $43M | +713,230 | +6252.0% | 2Q | SEC ↗ |
| 4 | Socha Financial Group, LLC | 607,941 | $36M | +21,842 | +3.7% | 7Q | SEC ↗ |
| 5 | NOVEM GROUP | 465,338 | $28M | +10,765 | +2.4% | 7Q | SEC ↗ |
| 6 | Beaumont Financial Advisors, LLC NEW | 371,527 | $22M | — | +0.0% | 1Q | SEC ↗ |
| 7 | DAHRING | CUSMANO LLC | 305,028 | $18M | +8,444 | +2.8% | 7Q | SEC ↗ |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 284,689 | $17M | -1,018 | -0.4% | 13Q | SEC ↗ |
| 9 | Schorn Wealth LLC | 281,873 | $17M | +13,254 | +4.9% | 9Q | SEC ↗ |
| 10 | Tactive Advisors, LLC | 280,301 | $17M | +42,651 | +17.9% | 5Q | SEC ↗ |
| 11 | Prasad Wealth Partners, LLC | 259,366 | $15M | -2,094 | -0.8% | 5Q | SEC ↗ |
| 12 | Kestra Advisory Services, LLC | 258,829 | $15M | -70,028 | -21.3% | 16Q | SEC ↗ |
| 13 | OSAIC HOLDINGS, INC. | 217,262 | $13M | +106,852 | +96.8% | 22Q | SEC ↗ |
| 14 | KESTRA PRIVATE WEALTH SERVICES, LLC | 189,023 | $11M | +22,029 | +13.2% | 22Q | SEC ↗ |
| 15 | INSIGNEO ADVISORY SERVICES, LLC | 184,959 | $11M | +59,724 | +47.7% | 2Q | SEC ↗ |
| 16 | Equitable Holdings, Inc. | 171,307 | $10M | +1,136 | +0.7% | 8Q | SEC ↗ |
| 17 | Onyx Bridge Wealth Group LLC | 163,631 | $10M | +24,322 | +17.5% | 6Q | SEC ↗ |
| 18 | RFG - Bristol Wealth Advisors, LLC | 142,145 | $8M | +3,552 | +2.6% | 5Q | SEC ↗ |
| 19 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 136,892 | $8M | +1,046 | +0.8% | 7Q | SEC ↗ |
| 20 | MENORA MIVTACHIM HOLDINGS LTD. | 132,900 | $8M | — | +0.0% | 2Q | SEC ↗ |
| 21 | HARBOUR INVESTMENTS, INC. | 109,257 | $6M | +3,672 | +3.5% | 10Q | SEC ↗ |
| 22 | Dedeker Financial LLC | 109,171 | $6M | -9,648 | -8.1% | 3Q | SEC ↗ |
| 23 | IFG Advisory, LLC NEW | 108,465 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 24 | CMC Financial Group NEW | 80,681 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 25 | Stratos Wealth Partners, LTD. | 79,697 | $5M | +20,168 | +33.9% | 4Q | SEC ↗ |
| 26 | Sandhill Capital Partners LLC | 76,760 | $5M | +45,988 | +149.4% | 2Q | SEC ↗ |
| 27 | Cambridge Investment Research Advisors | 66,941 | $4M | +21,924 | +48.7% | 10Q | SEC ↗ |
| 28 | Cetera Investment Advisers | 64,351 | $4M | +39,872 | +162.9% | 4Q | SEC ↗ |
| 29 | CORE WEALTH ADVISORS, LLC | 61,021 | $4M | +4,105 | +7.2% | 2Q | SEC ↗ |
| 30 | Orion Porfolio Solutions, LLC | 58,610 | $3M | +17,131 | +41.3% | 6Q | SEC ↗ |
| 31 | Anson Capital, Inc. | 54,291 | $3M | -1,314 | -2.4% | 6Q | SEC ↗ |
| 32 | MML INVESTORS SERVICES, LLC | 49,412 | $3M | +14,833 | +42.9% | 13Q | SEC ↗ |
| 33 | Triad Wealth Partners, LLC | 47,921 | $3M | +32,922 | +219.5% | 4Q | SEC ↗ |
| 34 | THOROUGHBRED FINANCIAL SERVICES, LLC | 41,582 | $2M | +200 | +0.5% | 12Q | SEC ↗ |
| 35 | FMR LLC | 41,226 | $2M | +14,206 | +52.6% | 8Q | SEC ↗ |
| 36 | STIFEL FINANCIAL CORP | 36,614 | $2M | +654 | +1.8% | 3Q | SEC ↗ |
| 37 | Dana Investment Advisors, Inc. | 36,047 | $2M | -1,866 | -4.9% | 9Q | SEC ↗ |
| 38 | FOUNDERS FINANCIAL SECURITIES LLC | 35,516 | $2M | +70 | +0.2% | 5Q | SEC ↗ |
| 39 | CITADEL ADVISORS LLC NEW | 34,032 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 40 | KANE INVESTMENT MANAGEMENT, INC. | 32,909 | $2M | +114 | +0.3% | 6Q | SEC ↗ |
| 41 | Essex Financial Services, Inc. NEW | 30,237 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 42 | Patriot Financial Group Insurance Agen | 26,745 | $2M | -27,019 | -50.3% | 6Q | SEC ↗ |
| 43 | Sanctuary Advisors, LLC | 26,651 | $2M | -1,924 | -6.7% | 8Q | SEC ↗ |
| 44 | FLAGSHIP WEALTH ADVISORS, LLC | 23,224 | $1M | +4,741 | +25.7% | 6Q | SEC ↗ |
| 45 | Barnes Wealth Management Group, Inc | 22,491 | $1M | +2,641 | +13.3% | 2Q | SEC ↗ |
| 46 | OPPENHEIMER & CO INC | 22,288 | $1M | +3,644 | +19.5% | 7Q | SEC ↗ |
| 47 | Empire Life Investments Inc. NEW | 21,500 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 48 | GTS SECURITIES LLC | 20,628 | $1M | +581 | +2.9% | 5Q | SEC ↗ |
| 49 | Farther Finance Advisors, LLC | 19,663 | $1M | +220 | +1.1% | 4Q | SEC ↗ |
| 50 | CWM, LLC | 19,430 | $1M | +15,611 | +408.8% | 9Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Beaumont Financial Advisors, LLC | 371,527 | $22M |
| IFG Advisory, LLC | 108,465 | $6M |
| CMC Financial Group | 80,681 | $5M |
| CITADEL ADVISORS LLC | 34,032 | $2M |
| Essex Financial Services, Inc. | 30,237 | $2M |
| Empire Life Investments Inc. | 21,500 | $1M |
| Ameritas Advisory Services, LLC | 14,200 | $842K |
| J.W. COLE ADVISORS, INC. | 11,336 | $672K |
| Moisand Fitzgerald Tamayo, LLC | 10,862 | $644K |
| Dynamic Advisor Solutions LLC | 8,270 | $490K |
| Forefront Wealth Partners, LLC | 7,057 | $418K |
| Southland Equity Partners LLC | 6,115 | $362K |
| Clarus Group, Inc. | 5,714 | $339K |
| Creative Planning | 4,558 | $270K |
| HighTower Advisors, LLC | 4,403 | $261K |
| Sound View Wealth Advisors Group, L | 4,161 | $247K |
| Strategic Investment Advisors / MI | 4,062 | $241K |
| Apollon Financial, LLC | 3,856 | $229K |
| Berger Financial Group, Inc | 3,797 | $225K |
| Buck Wealth Strategies, LLC | 1,203 | $71K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Mariner, LLC | 1,026,985 | $61M |
| Concurrent Investment Advisors, LLC | 126,263 | $7M |
| JANE STREET GROUP, LLC | 73,858 | $4M |
| Envision Financial Transparency, LL | 63,611 | $4M |
| RFG Advisory, LLC | 21,918 | $1M |
| Arkadios Wealth Advisors | 19,884 | $1M |
| FLOW TRADERS U.S. LLC | 14,215 | $843K |
| CWA Asset Management Group, LLC | 3,758 | $223K |
| Advisory Services Network, LLC | 3,558 | $211K |
| Root Financial Partners, LLC | 2,500 | $148K |
| TD Capital Management LLC | 2,137 | $127K |
| UBS Group AG | 1,908 | $113K |
| MAI Capital Management | 1,640 | $97K |
| Principia Wealth Advisory, LLC | 930 | $55K |
| Financial Freedom, LLC | 516 | $31K |
| Sound Income Strategies, LLC | 485 | $29K |
| Johnson Financial Group, Inc. | 254 | $15K |
| JONES FINANCIAL COMPANIES LLLP | 147 | $9K |
| Clearstead Trust, LLC | 104 | $6K |
| BANK OF AMERICA CORP /DE | 103 | $6K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Private Advisor Group, LLC | +713,230 | +6252.0% | 724,638 |
| COMMONWEALTH EQUITY SERVICES, LLC | +167,215 | +11.5% | 1,618,118 |
| OSAIC HOLDINGS, INC. | +106,852 | +96.8% | 217,262 |
| INSIGNEO ADVISORY SERVICES, LLC | +59,724 | +47.7% | 184,959 |
| LPL Financial LLC | +56,387 | +3.7% | 1,569,393 |
| Sandhill Capital Partners LLC | +45,988 | +149.4% | 76,760 |
| Tactive Advisors, LLC | +42,651 | +17.9% | 280,301 |
| Cetera Investment Advisers | +39,872 | +162.9% | 64,351 |
| Triad Wealth Partners, LLC | +32,922 | +219.5% | 47,921 |
| Onyx Bridge Wealth Group LLC | +24,322 | +17.5% | 163,631 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | +22,029 | +13.2% | 189,023 |
| Cambridge Investment Research Advis | +21,924 | +48.7% | 66,941 |
| Socha Financial Group, LLC | +21,842 | +3.7% | 607,941 |
| Stratos Wealth Partners, LTD. | +20,168 | +33.9% | 79,697 |
| Orion Porfolio Solutions, LLC | +17,131 | +41.3% | 58,610 |
| CWM, LLC | +15,611 | +408.8% | 19,430 |
| MML INVESTORS SERVICES, LLC | +14,833 | +42.9% | 49,412 |
| FMR LLC | +14,206 | +52.6% | 41,226 |
| Schorn Wealth LLC | +13,254 | +4.9% | 281,873 |
| NOVEM GROUP | +10,765 | +2.4% | 465,338 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Kestra Advisory Services, LLC | -70,028 | -21.3% | 258,829 |
| Patriot Financial Group Insurance A | -27,019 | -50.3% | 26,745 |
| Dedeker Financial LLC | -9,648 | -8.1% | 109,171 |
| Thrivent Financial for Lutherans | -8,496 | -36.5% | 14,775 |
| Perigon Wealth Management, LLC | -4,150 | -51.3% | 3,934 |
| ROYAL BANK OF CANADA | -2,358 | -24.3% | 7,345 |
| Prasad Wealth Partners, LLC | -2,094 | -0.8% | 259,366 |
| Sanctuary Advisors, LLC | -1,924 | -6.7% | 26,651 |
| Dana Investment Advisors, Inc. | -1,866 | -4.9% | 36,047 |
| Anson Capital, Inc. | -1,314 | -2.4% | 54,291 |
| ENVESTNET ASSET MANAGEMENT INC | -1,018 | -0.4% | 284,689 |
| Clearstead Advisors, LLC | -743 | -34.3% | 1,425 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -541 | -6.6% | 7,623 |
| Regal Investment Advisors LLC | -394 | -7.4% | 4,925 |
| Coston, McIsaac & Partners | -324 | -48.5% | 344 |
| WESTCO ADVISORY SERVICES INC /ADV | -200 | -1.7% | 11,764 |
| Elm3 Financial Group, LLC | -199 | -2.2% | 8,882 |
| Sunbelt Securities, Inc. | -196 | -28.4% | 493 |
| New Covenant Trust Company, N.A. | -188 | -1.6% | 11,777 |
| Foundations Investment Advisors, LL | -187 | -4.4% | 4,086 |