§ EQUITY
USDFVAL
FIDELITY VALUE FACTOR ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
97 increased/new, 38 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 1.7M | 0.0% | +10% |
| Fidelity Management | 1.7M | 0.0% | +2% |
| High Probability Advisors, LLC | 425K | 3.8% | −1% |
| ROYAL BANK OF CANADA | 301K | 0.0% | +0% |
| Dynamic Advisor Solutions LLC | 295K | 0.6% | +2% |
| LPL Financial LLC | 290K | 0.0% | −13% |
◇ AC INTELLIGENCE
Top institutional owners for FVAL as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER71.1% · 126 holders
QUALITY / COMPOUNDER18.9% · 2 holders
DEALER / BANK9.7% · 15 holders
PASSIVE / INDEX0.2% · 1 holder
INCOME / DEFENSIVE0.1% · 2 holders
SYSTEMATIC / QUANT0.1% · 2 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for FVAL in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention FVAL yet.