ETF Holders

Who owns FDLO?

Other

Fidelity Low Volatility Factor ETF · Fidelity

171 institutions reported holding FDLO, worth $995.1M, in Form 13F filings for June 30, 2026.

13F holders
171
Institutional value
$995.1M
Change from prior quarter
+5.7%
+$54.0M, with price moves
New and sold-out firms
30 / 18
56 added, 49 trimmed

Top 10 institutional holders of FDLO

FirmLocationValueSharesChange
FMR LLCBoston, MA$555.6M8,130,998−818,506 shares
Commonwealth Equity Services, LLCWaltham, MA$47.9M701,383−11,423 shares
Envestnet Asset Management Inc.Berwyn, PA$36.5M534,296+9,779 shares
LPL Financial LLCFort Mill, SC$29.1M425,154+7,469 shares
Campbell Deegan Wealth Management, LLCRichmond, VA$23.1M337,359+6,531 shares
Bank of America Corp.Charlotte, NC$19.3M281,823−20,665 shares
Cetera Investment AdvisersSchaumburg, IL$18.4M269,229+12,728 shares
Ameritas Advisory Services, LLCLincoln, NE$17.4M254,114+147,473 shares
AE Wealth Management LLCTopeka, KS$14.7M215,183+22,059 shares
Corient Private Wealth LPMiami, FL$12.7M186,302+175,761 shares
161 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns FDLO?

171 institutional managers reported holding FDLO in Form 13F filings for June 30, 2026, worth $995.1M in total. The largest reported position was held by FMR LLC, at $555.6M.

Did institutions buy or sell FDLO last quarter?

Reported 13F value rose 5.7% from March 31, 2026, which includes price moves as well as buying and selling. 30 firms reported a new position and 18 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is FDLO ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.