Stock ownership · SEC 13F · Q3 2025

FIDELITY DIV ETF RISE RATES

Who owns FIDELITY DIV ETF RISE RATES (CUSIP 316092832)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$922K
Reported value
3
Institutions
100%
Top-5 share

The verdict

As of Q3 2025, 3 institutions report $922K in FIDELITY DIV ETF RISE RATES positions, ownership that is dominated by its top few institutional owners.

3
institutions hold it
$922K
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 316092832 · Q3 2025 $1M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-SHORT

  • VALUE-TRACE $0.9M
  • HOLDERS-FOCUS 3 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 3 new
  • BOOK-SHORT 3Q history

Read with: Ownership concentration guide - FIDELITY DIV ETF RISE RATES's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of FIDELITY DIV ETF RISE RATES
  1. 1
    JPMORGAN CHASE & CO $751K
  2. 2
    KERR FINANCIAL PLANNING Corp $110K
  3. 3
    CIBC Private Wealth Group LLC $61K

Top 3 reported holders by value · Q3 2025

Top Institutional Holders

# Institution Shares Value Share of reported
1 JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) 12,819 $751K 81.5%
2 KERR FINANCIAL PLANNING Corp 1,837 $110K 11.9%
3 CIBC Private Wealth Group LLC 1,046 $61K 6.6%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among FIDELITY DIV ETF RISE RATES's reported holders for Q3 2025, by reported value:

Shared-other discretion (OTR)
81.5%
Sole discretion (SOLE)
18.5%

Latest Quarter Activity · Q3 2025

New positions (3)

JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) $751K
KERR FINANCIAL PLANNING Corp $110K
CIBC Private Wealth Group LLC $61K

Frequently Asked Questions

How many institutions hold FIDELITY DIV ETF RISE RATES?▼
FIDELITY DIV ETF RISE RATES is held by 3 institutional investors per the latest SEC Form 13F filings as of Q3 2025.
What is the total institutional value of FIDELITY DIV ETF RISE RATES?▼
Institutions report $922K of FIDELITY DIV ETF RISE RATES as of Q3 2025.
How concentrated is ownership of FIDELITY DIV ETF RISE RATES?▼
The top five institutional holders account for 100% of the reported institutional value in FIDELITY DIV ETF RISE RATES, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of FIDELITY DIV ETF RISE RATES?▼
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) is the largest reported holder of FIDELITY DIV ETF RISE RATES with $751K across 12,819 shares as of Q3 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.