
Fidelity Fundamental Large Cap Core is an exchange-traded fund on BATS. As of Q3 2025, 91 institutional investors hold shares in this ETF, with total holdings valued at $433.3M. COMMONWEALTH EQUITY SERVICES, LLC. is the largest holder with a position valued at $63.1M.
Overview of institutional ownership in FFLC as of Q3 2025
Institutions with the largest positions in FFLC as of Q3 2025
| Institution | Position Value |
|---|---|
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $63.1M 0.09% of portfolio |
Mariner Wealth Advisors, LLC RIA/Wealth | $50.8M 0.07% of portfolio |
Socha Financial Group, LLC RIA/Wealth | $47.8M 20.23% of portfolio |
L LPL Financial LLC Institution | $47.6M 0.01% of portfolio |
NOVEM GROUP RIA/Wealth | $24.7M 2.97% of portfolio |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $16.7M 0.00% of portfolio |
D DAHRING | CUSMANO LLC RIA/Wealth | $15.4M 11.18% of portfolio |
Kestra Advisory Services, LLC RIA/Wealth | $14.6M 0.07% of portfolio |
H HUNTINGTON NATIONAL BANK Long Only Manager | $14.1M 0.09% of portfolio |
Prasad Wealth Partners, LLC RIA/Wealth | $13.0M 3.65% of portfolio |
Institutional buying and selling activity for FFLC in Q3 2025
| Institution | Net Bought |
|---|---|
L LPL Financial LLC Institution | +$11.6M +223.3K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | +$10.5M +201.5K shares |
Tactive Advisors, LLC RIA/Wealth | +$7.5M +143.3K shares |
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | +$3.2M +61.4K shares |
IFG Advisory, LLC RIA/Wealth | +$2.7M +51.3K shares |
J JANE STREET GROUP, LLC Institution | +$2.3M +44.9K shares |
Stratos Wealth Partners, LTD. RIA/Wealth | +$2.0M +38.8K shares |
RFG - Bristol Wealth Advisors, LLC RIA/Wealth | +$1.7M +33.2K shares |
RFG Advisory Group, LLC RIA/Wealth | +$1.5M +28.7K shares |
Regal Investment Advisors, LLC RIA/Wealth | +$1.3M +24.1K shares |
| Institution | Net Sold |
|---|---|
Mirae Asset Global Investments Co., Ltd. Long Only Manager | −$8.5M −173.3K shares |
A ATRIA INVESTMENTS LLC Institution | −$6.1M −125.3K shares |
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | −$1.7M −34.9K shares |
Mariner Wealth Advisors, LLC RIA/Wealth | −$1.4M −26.6K shares |
Socha Financial Group, LLC RIA/Wealth | −$1.3M −25.2K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$1.3M −24.4K shares |
G GTS SECURITIES LLC Institution | −$1.2M −23.5K shares |
Prasad Wealth Partners, LLC RIA/Wealth | −$1.1M −22.1K shares |
H HUNTINGTON NATIONAL BANK Long Only Manager | −$1.1M −21.9K shares |
R ROYAL BANK OF CANADA Institution | −$945.5K −18.2K shares |
Institutions that initiated new positions or completely exited FFLC in Q3 2025
| Institution | Position Value |
|---|---|
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | $3.2M 61.4K shares |
Stratos Wealth Partners, LTD. RIA/Wealth | $2.0M 38.8K shares |
RFG Advisory Group, LLC RIA/Wealth | $1.5M 28.7K shares |
Regal Investment Advisors, LLC RIA/Wealth | $1.3M 24.1K shares |
Mascagni Wealth Management, Inc. RIA/Wealth | $924.5K 17.8K shares |
Farther Finance Advisors, LLC RIA/Wealth | $686.9K 13.2K shares |
Cetera Investment Advisers RIA/Wealth | $596.0K 11.5K shares |
Pensionmark Financial Group, LLC Pension/Endowment | $560.9K 10.8K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $382.2K 7.3K shares |
A Atlas Private Wealth Advisors RIA/Wealth | $357.0K 6.9K shares |
| Institution | Previous Position |
|---|---|
Mirae Asset Global Investments Co., Ltd. Long Only Manager | $8.5M 173.3K shares |
A ATRIA INVESTMENTS LLC Institution | $6.1M 125.3K shares |
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | $1.7M 34.9K shares |
GOLDMAN SACHS GROUP INC Institution | $907.9K 18.6K shares |
A AdvisorNet Financial, Inc Institution | $111.8K 2.3K shares |
PNC FINANCIAL SERVICES GROUP, INC. Institution | $88.4K 1.8K shares |
A AMERIFLEX GROUP, INC. Institution | $28.2K 583.0 shares |
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager | $16.8K 344.0 shares |
Institutions with the largest Call and Put options positions in FFLC as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with FFLC as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Socha Financial Group, LLC RIA/Wealth | 20.23% $47.8M |
D DAHRING | CUSMANO LLC RIA/Wealth | 11.18% $15.4M |
F Fiduciary Planning LLC Institution | 3.90% $12.7M |
Prasad Wealth Partners, LLC RIA/Wealth | 3.65% $13.0M |
Tactive Advisors, LLC RIA/Wealth | 3.12% $10.7M |
NOVEM GROUP RIA/Wealth | 2.97% $24.7M |
A Anson Capital, Inc. Institution | 2.34% $3.0M |
N New Covenant Trust Company, N.A. Institution | 1.15% $1.2M |
RFG - Bristol Wealth Advisors, LLC RIA/Wealth | 1.15% $4.0M |
O Onyx Bridge Wealth Group LLC RIA/Wealth | 1.01% $9.2M |
Discover hedge funds investing in FFLC


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
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