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Fidelity Fundamental Large Cap Core ETF

93 hedge funds and large institutions have $458M invested in Fidelity Fundamental Large Cap Core ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 22

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

5% more capital invested

Capital invested by funds: $435M → $458M (+$23.7M)

3% more funds holding

Funds holding: 9093 (+3)

0.29% less ownership

Funds ownership: 47.84%47.56% (-0.29%)

Holders
93
Holders Change
+3
Holders Change %
+3.33%
% of All Funds
1.13%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
14
Increased
47
Reduced
22
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$71.4M +$6.63M +125,961 +10%
LPL Financial
2
LPL Financial
California
$54.2M +$5.35M +101,584 +11%
Mariner
3
Mariner
Kansas
$53.2M +$1.14M +21,699 +2%
SFG
4
Socha Financial Group
New York
$31.7M -$17.2M -325,737 -35%
NG
5
Novem Group
New York
$24.5M -$867K -16,455 -3%
DC
6
Dahring Cusmano
Michigan
$16.8M +$947K +17,980 +6%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$16M -$1.07M -20,282 -6%
KAS
8
Kestra Advisory Services
Texas
$15.5M +$610K +11,577 +4%
TA
9
Tactive Advisors
Florida
$14.6M +$3.56M +67,531 +33%
HNB
10
Huntington National Bank
Ohio
$14.4M
PWP
11
Prasad Wealth Partners
Ohio
$13.6M +$261K +4,947 +2%
FP
12
Fiduciary Planning
Florida
$13.4M +$379K +7,196 +3%
Osaic Holdings
13
Osaic Holdings
Arizona
$10.1M +$498K +9,454 +5%
OBWG
14
Onyx Bridge Wealth Group
New York
$9.05M -$381K -7,232 -4%
NFG
15
Nations Financial Group
Iowa
$7.17M -$130K -2,473 -2%
DF
16
Dedeker Financial
Minnesota
$6.82M +$6.74M +127,890 New
KPWS
17
Kestra Private Wealth Services
Texas
$6.82M +$1.97M +37,487 +42%
CIA
18
Concurrent Investment Advisors
Florida
$6.79M +$1.32K +25 +0%
RBWA
19
RFG - Bristol Wealth Advisors
Massachusetts
$6.29M +$2.19M +41,650 +55%
HI
20
Harbour Investments
Wisconsin
$5.06M -$649K -12,319 -12%
IA
21
IFG Advisory
Georgia
$4.99M +$142K +2,697 +3%
EH
22
Equitable Holdings
New York
$4.61M +$2.04M +38,782 +82%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$3.04M -$251K -4,772 -8%
AC
24
Anson Capital
Georgia
$2.91M -$168K -3,196 -6%
SWP
25
Stratos Wealth Partners
Ohio
$2.68M +$605K +11,484 +30%