FIDELITY LOW VOLAT FACT ETF FDLO
$70.00
+1.5% 52w: $60.05 – $70.16
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data60.0565.1070.16
Jun 20, 2025 Jul 2, 2026
Institutional holders
161
-4 QoQ
13F value
$954.2M
-14.1% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$6K calls / — puts
Institutional value by quarter
Number of holders
Who owns FDLO?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| FMR LLC | Long only active | 8.9M | $578.0M | 0.0% | -11.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 712.8K | $46.0M | 0.1% | +0.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 524.5K | $33.9M | 0.0% | +3.9% |
| LPL Financial LLC | Bank broker | 417.7K | $27.0M | 0.0% | +3.4% |
| Campbell Deegan Wealth Management, LLC | Wealth advisor | 330.8K | $21.4M | 17.2% | +0.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 302.5K | $19.5M | 0.0% | -5.6% |
| Cetera Investment Advisers | Wealth advisor | 256.5K | $16.6M | 0.0% | +6.4% |
| Cerity Partners LLC | Diversified mechanical | 201.8K | $13.0M | 0.0% | +2830.0% |
| Kestra Advisory Services, LLC | Wealth advisor | 200.5K | $12.9M | 0.0% | -18.0% |
| AE Wealth Management LLC | Wealth advisor | 193.1K | $12.5M | 0.1% | +64.8% |
| SEGALL BRYANT & HAMILL, LLC | Other | 192.2K | $12.4M | 0.2% | -5.6% |
| SYKON CAPITAL LLC | Wealth advisor | 183.6K | $11.9M | 4.0% | +4.6% |
| MORGAN STANLEY | Bank broker | 146.9K | $9.5M | 0.0% | +26.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 146.7K | $9.5M | 0.0% | +3.7% |
| FIRST TRUST ADVISORS LP | Index provider | 123.2K | $8.0M | 0.0% | New |
| ROYAL BANK OF CANADA | Bank broker | 118.6K | $7.7M | 0.0% | -23.6% |
| NewEdge Advisors, LLC | Diversified mechanical | 116.1K | $7.5M | 0.0% | -7.6% |
| Lido Advisors, LLC | Wealth advisor | 109.3K | $7.1M | 0.0% | -5.7% |
| Ameritas Advisory Services, LLC | Wealth advisor | 106.6K | $6.9M | 0.3% | -3.6% |
| GFG Capital, LLC | Other | 104.1K | $6.7M | 2.1% | -9.5% |
| Mechanics Bank Trust Department | Other | 84.1K | $5.4M | 0.8% | +5.9% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 82.5K | $5.3M | 0.0% | -36.6% |
| EXENCIAL WEALTH ADVISORS, LLC | Wealth advisor | 76.3K | $4.9M | 0.2% | -3.8% |
| Abundance Wealth Counselors | Wealth advisor | 62.7K | $4.0M | 0.6% | -1.4% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 59.2K | $3.8M | 0.0% | +2.9% |
| Weaver Consulting Group | Wealth advisor | 43.1K | $2.8M | 0.7% | -0.2% |
| GOLDMAN SACHS GROUP INC | Bank broker | 38.4K | $2.5M | 0.0% | +98.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 38.1K | $2.5M | 0.0% | -3.4% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 36.7K | $2.4M | 0.0% | +57.3% |
| JPMORGAN CHASE & CO | Bank broker | 34.7K | $2.2M | 0.0% | +2.9% |
| Advisors Capital Management, LLC | Other | 32.6K | $2.1M | 0.0% | -7.1% |
| Capital Analysts, LLC | Wealth advisor | 32.2K | $2.1M | 0.1% | -4.6% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 31.8K | $2.1M | 0.0% | +3.3% |
| Strategic Blueprint, LLC | Wealth advisor | 26.0K | $1.7M | 0.1% | +2.3% |
| JANE STREET GROUP, LLC | Market maker | 24.6K | $1.6M | 0.0% | -38.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 23.1K | $1.5M | 0.0% | -2.0% |
| Tempus Wealth Planning, LLC | Wealth advisor | 22.1K | $1.4M | 0.3% | -14.0% |
| Argent Trust Co | Other | 22.0K | $1.4M | 0.0% | Held |
| Rehmann Capital Advisory Group | Wealth advisor | 20.9K | $1.3M | 0.1% | -0.6% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 20.5K | $1.3M | 0.0% | -19.2% |
| Hershey Financial Advisers, LLC | Wealth advisor | 18.7K | $1.2M | 1.0% | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Diversified mechanical | 16.3K | $1.1M | 0.0% | +0.4% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 14.9K | $961K | 0.0% | +5.0% |
| Roxbury Financial LLC | Other | 14.7K | $952K | 0.9% | +4.7% |
| Asset Allocation Strategies LLC | Wealth advisor | 14.2K | $919K | 0.2% | -11.3% |
| Security Financial Services, INC. | Wealth advisor | 14.1K | $911K | 0.1% | +8.9% |
| Pallas Capital Advisors LLC | Other | 14.0K | $901K | 0.0% | -5.0% |
| Smart Money Group LLC | Wealth advisor | 13.6K | $880K | 0.3% | -13.3% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 11.8K | $764K | 0.0% | 0.0% |
| Integrated Advisors Network LLC | Wealth advisor | 11.7K | $759K | 0.0% | -7.7% |
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