FDMO — FIDELITY MOMENTUM FACTOR ETF
As of Q2 2026, 11 SEC-registered investment managers reported holding FDMO (FIDELITY MOMENTUM FACTOR ETF) in their latest 13F filings, with a combined reported value of $302.18M across 3.07M shares. That is -3.6% by share count (-113.83K shares) versus the previous quarter, while reported value moved +18.6%. Ownership is concentrated: the five largest holders account for 98.8% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 4 opened new positions, 3 added to existing stakes, 3 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 11 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 2.73M | $269.20M | 0.01% | Reduce |
| Morgan Stanley history | 106.45K | $10.49M | 0.00% | Add |
| JPMorgan Chase & Co history | 83.65K | $8.16M | 0.00% | New |
| Goldman Sachs Group history | 62.97K | $6.21M | 0.00% | Hold |
| Two Sigma Investments history | 45.70K | $4.50M | 0.00% | Add |
| Bank of America Corp history | 24.61K | $2.43M | 0.00% | Reduce |
| Citadel Advisors history | 11.84K | $1.17M | 0.00% | New |
| UBS Group AG history | 83 | $8.18K | 0.00% | New |
| BlackRock Inc history | 64 | $6.36K | 0.00% | New |
| Wells Fargo & Co history | 57 | $5.61K | 0.00% | Add |
| PNC Financial Services history | 22 | $2.17K | 0.00% | Reduce |
Q1 2026 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 3.06M | $244.78M | 0.01% | Add |
| Goldman Sachs Group history | 62.97K | $5.04M | 0.00% | Add |
| Bank of America Corp history | 25.30K | $2.03M | 0.00% | Reduce |
| Morgan Stanley history | 25.15K | $2.01M | 0.00% | Add |
| Two Sigma Investments history | 10.90K | $873.09K | 0.00% | New |
| PNC Financial Services history | 123 | $9.85K | 0.00% | New |
| Wells Fargo & Co history | 18 | $1.44K | 0.00% | Add |
Q4 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 2.11M | $177.07M | 0.01% | Add |
| Bank of America Corp history | 27.72K | $2.33M | 0.00% | Add |
| JPMorgan Chase & Co history | 27.11K | $2.28M | 0.00% | Reduce |
| Morgan Stanley history | 22.84K | $1.92M | 0.00% | Reduce |
| Goldman Sachs Group history | 3.77K | $316.11K | 0.00% | Reduce |
| Wells Fargo & Co history | 1 | $53 | 0.00% | Reduce |
Q3 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 1.81M | $150.28M | 0.01% | Reduce |
| Morgan Stanley history | 43.97K | $3.66M | 0.00% | Add |
| JPMorgan Chase & Co history | 33.33K | $2.77M | 0.00% | Add |
| Bank of America Corp history | 27.31K | $2.27M | 0.00% | Add |
| Goldman Sachs Group history | 12.53K | $1.04M | 0.00% | Reduce |
| UBS Group AG history | 2.69K | $223.40K | 0.00% | New |
| Wells Fargo & Co history | 18 | $1.51K | 0.00% | Reduce |
Q2 2025 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 1.89M | $143.43M | 0.01% | Reduce |
| Goldman Sachs Group history | 44.70K | $3.39M | 0.00% | Add |
| JPMorgan Chase & Co history | 29.82K | $2.26M | 0.00% | Add |
| Two Sigma Investments history | 28.30K | $2.15M | 0.00% | New |
| Citadel Advisors history | 24.97K | $1.89M | 0.00% | Reduce |
| Bank of America Corp history | 18.33K | $1.39M | 0.00% | Add |
| Morgan Stanley history | 17.35K | $1.32M | 0.00% | Reduce |
| Wells Fargo & Co history | 21 | $1.57K | 0.00% | Reduce |
Q1 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 2.73M | $177.34M | 0.01% | Add |
| Citadel Advisors history | 42.20K | $2.75M | 0.00% | New |
| Goldman Sachs Group history | 34.94K | $2.27M | 0.00% | Add |
| Morgan Stanley history | 20.60K | $1.34M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 16.79K | $1.09M | 0.00% | Add |
| Bank of America Corp history | 16.06K | $1.05M | 0.00% | Add |
| Wells Fargo & Co history | 1.50K | $97.65K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 83.65K sh · $8.16M
- Citadel Advisors 11.84K sh · $1.17M
- UBS Group AG 83 sh · $8.18K
- BlackRock Inc 64 sh · $6.36K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 12 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fidelity Management & Research (FMR) | 2.73M | 3.06M | 2.11M | 1.81M | 1.89M | 2.73M | 1.59M | 1.28M | 67.13K | 62.06K | 61.41K | 60.76K | 64.59K | 77.71K | 60.49K | 69.84K | 91.71K | 185.92K | 185.90K | 213.24K |
| Morgan Stanley | 106.45K | 25.15K | 22.84K | 43.97K | 17.35K | 20.60K | 21.02K | 13.00K | 29.99K | 30.23K | 30.65K | 30.81K | 31.54K | 36.48K | 37.66K | 39.64K | 38.93K | 38.74K | 46.48K | 45.12K |
| JPMorgan Chase & Co | 83.65K | — | 27.11K | 33.33K | 29.82K | 16.79K | 14.51K | 11.66K | 10.94K | 11.59K | 12.19K | 9.44K | 8.87K | — | — | — | — | — | — | — |
| Goldman Sachs Group | 62.97K | 62.97K | 3.77K | 12.53K | 44.70K | 34.94K | 3.77K | — | 37.15K | 17.57K | 18.36K | — | — | — | — | 11.40K | 11.40K | 11.40K | 29.13K | 29.13K |
| Two Sigma Investments | 45.70K | 10.90K | — | — | 28.30K | — | 8.80K | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Bank of America Corp | 24.61K | 25.30K | 27.72K | 27.31K | 18.33K | 16.06K | 10.98K | 8.36K | 10.63K | 13.78K | 5.46K | 17.20K | 18.13K | 15.05K | 25.73K | 25.29K | 26.08K | 12.65K | 10.65K | 10.59K |
| Citadel Advisors | 11.84K | — | — | — | 24.97K | 42.20K | — | 37.85K | — | 14.34K | — | — | — | 26.46K | 6.24K | — | 7.00K | — | — | 9.19K |
| UBS Group AG | 83 | — | — | 2.69K | — | — | — | 6.80K | 857 | 298 | — | — | 584 | 402 | 804 | — | 14 | 689 | 782 | 1.27K |
| BlackRock Inc | 64 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Wells Fargo & Co | 57 | 18 | 1 | 18 | 21 | 1.50K | 1 | 1 | — | — | — | — | — | — | 1 | 1 | 1 | — | — | 1 |
| PNC Financial Services | 22 | 123 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Citigroup Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 102 | 102 |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details