FVAL — Fidelity Value Factor ETF Institutional Holders · Q3 2026
Who owns Fidelity Value Factor ETF (FVAL)? 6 institutions reported holding $6.52M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Farther Finance Advisors, LLC ($2.8M), Prism Advisors, Inc. ($2.7M), Avaii Wealth Management, LLC ($350,715).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Farther Finance Advisors, LLC | $2.8M | 35,019 | Trimmed |
| 2 | Prism Advisors, Inc. | $2.7M | 33,185 | Hold |
| 3 | AVAII WEALTH MANAGEMENT, LLC | $350,715 | 4,305 | Trimmed |
| 4 | CoreCap Advisors, LLC | $344,441 | 4,265 | Trimmed |
| 5 | Avidian Wealth Enterprises, LLC | $267,069 | 3,307 | Trimmed |
| 6 | Central Pacific Bank - Trust Division | $969 | 12 | New |
Source: SEC Form 13F filings · as of 2026-09-30