Fidelity Value Factor ETF
$81.91-0.7%
+$40.1M
Net Activity
+5.09% total shares
Institutions Holding
160
Popularity Rank
#3540
Avg Weight
0.31%
Total Value
$740.9M
160 institutions currently hold FVAL, with 96 net buyers and 51 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
51
Net Buying Institutions
96
Top 5 by Value
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Across its top 20 institutional holders, FVAL's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 7/100, avg. turnover score 20/100).
FVAL ranks #3540 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
FVAL is a top-conviction position for Goodwin Investment Advisory — at 14.1% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in FVAL belongs to Envestnet Asset Management Inc, but the position matters far more to Goodwin Investment Advisory, who has 14.1% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
B. Riley Wealth Advisors, Inc. has added to its FVAL position for two straight quarters, increasing it by $19.9M to reach $21.3M today.
PFG Advisors has trimmed its FVAL position for two straight quarters, cutting it by $567.2K while still holding $2.2M.
FVAL is down 0.7% today, but institutions show net buying of $40.1M this quarter — a divergence between today's price move and the underlying institutional flow.
+$54.6M
Total Buy Value
$13.0M
Total Sell Value
96
Net Buyers
51
Net Sellers
FVAL
Q2 2026
Top 5 Institutional Movers
+$20.2M
+$10.8M
+$7.8M
+$6.2M
+$5.4M
FVAL does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
316092782
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,662
Total reported value
$986.0B
Held by 4662 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,610
Total reported value
$529.1B
Held by 4610 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,442
Total reported value
$354.7B
Held by 4442 institutions — one of the most-tracked stocks on AlphaSMO
Access FVAL's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/FVALCLI
npx alphasmo stocks get FVAL