FHEQ
Fidelity Hedged Equity ETF · Financial Services · Asset Management
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +6.8% ·
net new positions +20.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 16.76M | +1.8% | $493.08M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 2 | Stifel Financial Corp | 502.66K | +43.3% | $14.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 468.86K | +17.6% | $13.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Commonwealth Equity Services, Llc | 465.10K | +26.9% | $13.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 424.41K | +605.9% | $12.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 413.40K | +5.5% | $12.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Truist Financial Corp | 241.67K | -11.4% | $7.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 174.57K | +35526.7% | $5.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | HighTower Advisors, LLC | 161.63K | +15.6% | $4.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 144.81K | +69.0% | $4.26M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Osaic Holdings, Inc. | 86.27K | +32.3% | $2.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | LPL Financial LLC | 11.13K | New | $327,356 | 0.0% | New | 1 | SEC ↗ |
| 13 | Lido Advisors, LLC | 10.57K | New | $310,973 | 0.0% | New | 1 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 8.71K | New | $256,278 | 0.0% | New | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 8.20K | New | $241,000 | 0.0% | New | 1 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 7.98K | New | $234,683 | 0.0% | New | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 5.15K | New | $148,976 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| LPL Financial LLC | $327,356 | 0.0% |
| Lido Advisors, LLC | $310,973 | 0.0% |
| Goldman Sachs Group | $256,278 | 0.0% |
| Royal Bank Of Canada | $241,000 | 0.0% |
| Citadel Advisors | $234,683 | 0.0% |
| JPMorgan Chase | $148,976 | 0.0% |
Exited
| Jane Street Group, Llc | $632,264 | was 0.0% |
| Bank Of America Corp /De/ | $50,847 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 53 holders, 23.71M shares, $696.11M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.