FIDELITY LOW DURAT FACT ETF FLDR
$50.12
+0.0% 52w: $47.82 – $50.12
Latest 13F among current holders filed 1 month ago (May 20, 2026)
Price — last 12 months
research preview data47.8248.9750.12
Jun 20, 2025 Jul 2, 2026
Institutional holders
125
-1 QoQ
13F value
$497.0M
+1.3% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns FLDR?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | Bank broker | 1.1M | $53.8M | 0.0% | +5.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 870.8K | $43.6M | 0.0% | +12.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 844.1K | $42.2M | 0.1% | +31.0% |
| Athena Wealth Management, LLC | Other | 739.3K | $37.0M | 30.3% | -1.1% |
| LPL Financial LLC | Bank broker | 518.4K | $25.9M | 0.0% | -2.8% |
| AE Wealth Management LLC | Wealth advisor | 427.3K | $21.4M | 0.1% | +7.0% |
| MORGAN STANLEY | Bank broker | 351.4K | $17.6M | 0.0% | -5.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 325.8K | $16.3M | 0.0% | +4.1% |
| Kestra Advisory Services, LLC | Wealth advisor | 302.1K | $15.1M | 0.1% | +22.6% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 256.5K | $12.8M | 0.0% | -3.2% |
| CITADEL ADVISORS LLC | Multistrat pod | 214.1K | $10.7M | 0.0% | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 189.0K | $9.5M | 0.0% | -6.7% |
| WealthTrust Axiom LLC | Other | 176.6K | $8.8M | 2.2% | +11.5% |
| Koshinski Asset Management, Inc. | Wealth advisor | 175.8K | $8.8M | 0.5% | +55.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 165.0K | $8.3M | 0.0% | -20.3% |
| UBS Group AG | Bank broker | 161.6K | $8.1M | 0.0% | -6.3% |
| Financially Speaking Inc | Wealth advisor | 150.6K | $7.5M | 36.6% | -56.9% |
| Sowell Financial Services LLC | Wealth advisor | 148.6K | $7.4M | 0.3% | +156.7% |
| ROYAL BANK OF CANADA | Bank broker | 134.3K | $6.7M | 0.0% | +15.1% |
| TABLEAUX LLC | Wealth advisor | 132.4K | $6.6M | 3.2% | +200.3% |
| PERSPECTIVE WEALTH ADVISORS LLC | Wealth advisor | 123.6K | $6.2M | 4.0% | +13.4% |
| RCS Financial Planning, LLC | Wealth advisor | 122.9K | $6.2M | 3.2% | +1.4% |
| Arete Wealth Advisors, LLC | Wealth advisor | 120.5K | $6.0M | 0.5% | +13.5% |
| PLANNING DIRECTIONS INC | Wealth advisor | 119.9K | $6.0M | 3.0% | +5.6% |
| Kraft, Davis & Associates, LLC | Wealth advisor | 115.8K | $5.8M | 1.2% | -33.2% |
| Huntleigh Advisors, Inc. | Other | 103.8K | $5.2M | 0.9% | -9.1% |
| Cetera Investment Advisers | Wealth advisor | 99.9K | $5.0M | 0.0% | +51.6% |
| Prime Capital Investment Advisors, LLC | Wealth advisor | 92.6K | $4.6M | 0.1% | -43.6% |
| Mariner, LLC | Diversified mechanical | 85.0K | $4.3M | 0.0% | +0.9% |
| HighTower Advisors, LLC | Diversified mechanical | 83.4K | $4.2M | 0.0% | +0.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 80.2K | $4.0M | 0.0% | +33.6% |
| LOWERY THOMAS, LLC | Wealth advisor | 75.4K | $3.8M | 2.2% | +1.3% |
| Lakeridge Wealth Management LLC | Wealth advisor | 74.2K | $3.7M | 1.6% | +9.8% |
| NWF Advisory Services Inc. | Other | 71.3K | $3.6M | 0.4% | +0.6% |
| Fortis Capital Management LLC | Other | 65.5K | $3.3M | 0.4% | New |
| JANE STREET GROUP, LLC | Market maker | 64.3K | $3.2M | 0.0% | +94.1% |
| Cottage Street Advisors LLC | Other | 62.7K | $3.1M | 1.4% | +32.1% |
| HOWARD WEALTH MANAGEMENT, LLC | Wealth advisor | 62.5K | $3.1M | 1.3% | +23.3% |
| Great Lakes Retirement, Inc. | Other | 61.9K | $3.1M | 0.3% | +10.2% |
| Snowden Capital Advisors LLC | Diversified mechanical | 52.6K | $2.6M | 0.1% | -26.7% |
| FLOW TRADERS U.S. LLC | Market maker | 44.8K | $2.2M | 0.1% | -5.7% |
| Schwallier Wealth Management LLC | Wealth advisor | 41.7K | $2.1M | 1.5% | -12.9% |
| FCG Investment Co | Other | 41.5K | $2.1M | 0.9% | — |
| GOLDMAN SACHS GROUP INC | Bank broker | 41.5K | $2.1M | 0.0% | -84.8% |
| Strategic Blueprint, LLC | Wealth advisor | 39.7K | $2.0M | 0.1% | -1.9% |
| Trask Adam Roland ★2 | Fundamental diversified | 36.4K | $1.8M | 1.7% | — |
| World Investment Advisors | Wealth advisor | 34.3K | $1.7M | 0.0% | Held |
| TradeWell Securities, LLC. | Wealth advisor | 33.2K | $1.7M | 0.7% | +7.7% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 32.9K | $1.6M | 0.0% | +221.6% |
| Flavin Financial Services, Inc. | Other | 28.9K | $1.4M | 1.0% | +3.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.