Who Owns FIDELITY (FDMO)? -- Institutional Holders (2026-06-30)

123 institutions reported holding $710.2M of FIDELITY (FDMO) in SEC 13F filings for 2026-06-30. Largest institutional holders: FMR LLC ($269.2M), ENVESTNET ASSET MANAGEMENT INC ($144.2M), RAYMOND JAMES FINANCIAL INC ($26.0M), Kestra Advisory Services, LLC ($22.2M), Cetera Investment Advisers ($21.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1FMR LLC$269.2M2.7MTrimmed
2ENVESTNET ASSET MANAGEMENT INC$144.2M1.5MAdded
3RAYMOND JAMES FINANCIAL INC$26.0M263,839Added
4Kestra Advisory Services, LLC$22.2M224,914Added
5Cetera Investment Advisers$21.6M218,910Added
6LPL Financial LLC$17.3M175,534Added
7Marks Group Wealth Management, Inc$17.0M172,437Added
8Portfolio Strategies, Inc.$14.8M150,137Trimmed
9Great Lakes Retirement, Inc.$13.5M137,003Trimmed
10Elevation Capital Advisory, LLC$12.6M127,358New
11MORGAN STANLEY$10.5M106,450Added
12Cambridge Investment Research Advisors, Inc.$10.4M105,413Added
13Mosley Wealth Management$8.6M87,063Added
14First Heartland Consultants, Inc.$8.3M83,981Trimmed
15JPMORGAN CHASE & CO$8.2M83,654Trimmed
16COMMONWEALTH EQUITY SERVICES, LLC$7.1M72,098Trimmed
17KESTRA PRIVATE WEALTH SERVICES, LLC$6.8M68,792Trimmed
18GOLDMAN SACHS GROUP INC$6.2M62,971Hold
19Cerity Partners LLC$5.4M54,666Trimmed
20ADVISORTRUST PARTNERS, LLC$5.1M51,975New
21OSAIC HOLDINGS, INC.$4.9M49,900Added
22TWO SIGMA INVESTMENTS, LP$4.5M45,700Added
23Strategic Blueprint, LLC$4.4M44,403Added
24Nova Wealth Management, Inc.$3.8M39,016Added
25NewEdge Advisors, LLC$3.2M32,285Added

Source: SEC Form 13F filings · as of 2026-06-30