Who Owns Fidelity Quality Factor ETF (FQAL)? -- Institutional Holders (2026-06-30)

75 institutions reported holding $414.9M of Fidelity Quality Factor ETF (FQAL) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($111.8M), Orgel Wealth Management, LLC ($72.1M), Kestra Advisory Services, LLC ($61.9M), RAFFA WEALTH MANAGEMENT, LLC ($34.5M), High Probability Advisors, LLC ($27.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$111.8M1.4MAdded
2Orgel Wealth Management, LLC$72.1M885,647Trimmed
3Kestra Advisory Services, LLC$61.9M760,789Trimmed
4RAFFA WEALTH MANAGEMENT, LLC$34.5M424,404Added
5High Probability Advisors, LLC$27.8M341,750Added
6Great Lakes Retirement, Inc.$19.9M244,059Trimmed
7BEACON FINANCIAL GROUP$10.5M129,597Trimmed
8COMMONWEALTH EQUITY SERVICES, LLC$9.2M112,573Trimmed
9SAGESPRING WEALTH PARTNERS, LLC$9.0M110,357Trimmed
10KESTRA PRIVATE WEALTH SERVICES, LLC$5.2M63,636Trimmed
11Cambridge Investment Research Advisors, Inc.$4.8M58,926Added
12OmniStar Financial Group, Inc.$4.3M52,347Added
13Madden Advisory Services, Inc.$3.4M41,701Trimmed
14Fullerton Advisors, LLC$3.0M36,375Trimmed
15UNIQUE WEALTH, LLC$2.8M34,032Trimmed
16Centerline Wealth Advisors, LLC$2.7M32,734Added
17Sequent Asset Management, LLC$2.6M31,938Trimmed
18Strategic Blueprint, LLC$2.1M25,902Added
19Quotient Wealth Partners, LLC$2.1M25,672Trimmed
20WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.7M20,953Added
21PKS Advisory Services, LLC$1.7M20,851Added
22Sovran Advisors, LLC$1.6M19,815Added
23AE Wealth Management LLC$1.5M18,773Added
24Envestnet Portfolio Solutions, Inc.$1.5M18,353Added
25LVZ, Inc.$1.3M16,302New

Source: SEC Form 13F filings · as of 2026-06-30