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FRNW Institutional Ownership

Fidelity Clean Energy ETF
1W: +0.1% 1M: -2.0% 3M: -11.9% YTD: +0.6% 1Y: +6.4% 3Y: +38.6%
$21.33
+0.39 (+1.86%)
 
Weekly Expected Move ±3.5%
$20 $21 $21 $22 $23
ETF CBOE · AUM $91.0M

Institutional Ownership — FRNW

35
Institutional Holders
+13 vs prior quarter
0.0%
Ownership
+0.00pp
16M
Total Invested
18
New Positions
9
Increased
4
Reduced
2
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (39 total)

# Holder Shares Value Change Change % Holding Period Filing
1 JANE STREET GROUP, LLC 191,964 4M +176,578 +1147.7% 2Q SEC ↗
2 FIL Ltd NEW 132,704 3M — +0.0% 1Q SEC ↗
3 GOLDMAN SACHS GROUP INC NEW 73,325 2M — +0.0% 1Q SEC ↗
4 Westview Management dba Westview Inves NEW 71,395 2M — +0.0% 1Q SEC ↗
5 Brookstone Capital Management 34,670 740K +8,616 +33.1% 2Q SEC ↗
6 Advisors Preferred, LLC NEW 28,840 615K — +0.0% 1Q SEC ↗
7 COMMONWEALTH EQUITY SERVICES, LLC 24,588 524K +2,902 +13.4% 2Q SEC ↗
8 VestGen Investment Management NEW 23,142 494K — +0.0% 1Q SEC ↗
9 VestGen Advisors, LLC 23,142 494K -593 -2.5% 2Q SEC ↗
10 MENORA MIVTACHIM HOLDINGS LTD. NEW 16,451 351K — +0.0% 1Q SEC ↗
11 CITADEL ADVISORS LLC NEW 13,404 286K — +0.0% 1Q SEC ↗
12 Sunbelt Securities, Inc. 11,992 256K +411 +3.5% 13Q SEC ↗
13 Global View Capital Management LLC NEW 8,960 191K — +0.0% 1Q SEC ↗
14 First Pacific Financial 3,790 81K +21 +0.6% 13Q SEC ↗
15 ASSETMARK, INC NEW 3,294 70K — +0.0% 1Q SEC ↗
16 FMR LLC 3,103 66K +2,806 +944.8% 2Q SEC ↗
17 PNC Financial Services Group, Inc. 3,000 64K — +0.0% 12Q SEC ↗
18 OSAIC HOLDINGS, INC. 2,901 62K +774 +36.4% 17Q SEC ↗
19 IFP Advisors, Inc NEW 2,525 54K — +0.0% 1Q SEC ↗
20 Ritter Daniher Financial Advisory LLC 1,970 42K — +0.0% 6Q SEC ↗
21 Capital Analysts, LLC 783 17K +5 +0.6% 15Q SEC ↗
22 HANTZ FINANCIAL SERVICES, INC. 689 15K +206 +42.7% 2Q SEC ↗
23 Phillip James Consulting Co. NEW 550 12K — +0.0% 1Q SEC ↗
24 Global Retirement Partners, LLC NEW 335 7K — +0.0% 1Q SEC ↗
25 BROWN, LISLE/CUMMINGS, INC. NEW 300 6K — +0.0% 1Q SEC ↗
26 SIGNATUREFD, LLC 266 6K +1 +0.4% 3Q SEC ↗
27 SIMPLEX TRADING, LLC NEW 199 4K — +0.0% 1Q SEC ↗
28 Godfrey Financial Associates, Inc. 199 4K -130 -39.5% 3Q SEC ↗
29 Winthrop Capital Management, LLC NEW 186 4K — +0.0% 1Q SEC ↗
30 CWM, LLC 181 4K +81 +81.0% 2Q SEC ↗
31 MERCER GLOBAL ADVISORS INC /ADV NEW 96 2K — +0.0% 1Q SEC ↗
32 SYM FINANCIAL Corp NEW 91 2K — +0.0% 1Q SEC ↗
33 Stone House Investment Management, LLC NEW 61 1K — +0.0% 1Q SEC ↗
34 Tradewinds Capital Management, LLC 10 0K — +0.0% 7Q SEC ↗
35 MORGAN STANLEY 1 0K — +0.0% 2Q SEC ↗
36 Farther Finance Advisors, LLC 0 0K -293 -100.0% 2Q SEC ↗
37 UBS Group AG 0 0K -18 -100.0% 1Q SEC ↗
38 FLOW TRADERS U.S. LLC 0 0K -16,365 -100.0% 1Q SEC ↗
39 BANK OF AMERICA CORP /DE 0 0K -505 -100.0% 10Q SEC ↗
Biggest Increases (11)
HolderAddedChange %Total Shares
JANE STREET GROUP, LLC +176,578 +1147.7% 191,964
Brookstone Capital Management +8,616 +33.1% 34,670
COMMONWEALTH EQUITY SERVICES, LLC +2,902 +13.4% 24,588
FMR LLC +2,806 +944.8% 3,103
OSAIC HOLDINGS, INC. +774 +36.4% 2,901
Sunbelt Securities, Inc. +411 +3.5% 11,992
HANTZ FINANCIAL SERVICES, INC. +206 +42.7% 689
CWM, LLC +81 +81.0% 181
First Pacific Financial +21 +0.6% 3,790
Capital Analysts, LLC +5 +0.6% 783
SIGNATUREFD, LLC +1 +0.4% 266
Biggest Decreases (2)
HolderReducedChange %Total Shares
VestGen Advisors, LLC -593 -2.5% 23,142
Godfrey Financial Associates, Inc. -130 -39.5% 199

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