DOSSIER · 13F Holders · Q3 2026
FDRV

FIDELITY ELECTRIC VEHICLES AND FUTURE TRANSPORTATION ETF

11 institutions still hold FIDELITY ELECTRIC VEHICLES AND FUTURE TRANSPORTATION ETF as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 316092220·11 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$123K
visible holders
Holders
11
filers reporting
Concentration
31.42%
Root Financial Partners, LLC #1
top holder share
AI Holders Summary · Q3 2026

11 institutions reported FDRV in Q3 2026. Root Financial Partners, LLC leads at 31.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Root Financial Partners, LLC
CIK 0001977181
$39K2K0.00%Q3 2026
02
EFG International AG
CIK 0002109868
$39K2K0.00%Q2 2026
03
MORGAN STANLEY
CIK 0000895421
$18K9430.00%Q2 2026
04
Capital Analysts, LLC
CIK 0001624758
$12K7020.00%Q1 2026
05
Gould Capital, LLC
CIK 0001908965
$10K5000.01%Q2 2026
06
Sunbelt Securities, Inc.
CIK 0001632932
$3K1690.00%Q1 2026
07
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 0001352860
$1K790.00%Q3 2026
08
ROYAL BANK OF CANADA
CIK 0001000275
$1K300.00%Q2 2026
09
OSAIC HOLDINGS, INC.
CIK 0001677044
$627320.00%Q2 2026
10
Kingdom Financial Group LLC.
CIK 0001962236
$200.00%Q3 2026
11
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025