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Fidelity Low Duration Bond Factor ETF (FLDR) Institutional Ownership

Fidelity Low Duration Bond Factor ETF logo
$50.09 +0.01 (+0.02%)
As of 10:03 AM Eastern
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Institutional Ownership Changes (13F Filings) for Fidelity Low Duration Bond Factor ETF (BATS:FLDR)

Number of
Institutional Buyers
(last 12 months)
87
Total
Institutional Inflows
(last 12 months)
$150.57M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$28.27M
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FLDR Institutional Buying and Selling by Quarter

Fidelity Low Duration Bond Factor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Kraft Davis & Associates LLC112,561$5.64M1.2%-2.8%0.603%
7/9/2026 Kastel Capital Advisors LLC34,048$1.70M1.0%N/A0.182%
7/7/2026 GK Wealth Management LLC4,416$221K0.1%N/A0.024%
5/20/2026 Arete Wealth Advisors LLC120,505$6.03M0.4%+13.5%0.645%
5/19/2026Bank of America Corp DE325,763$16.30M0.0%+4.1%1.744%
5/19/2026 Arete Wealth Advisors LLC120,505$6.03M0.4%+13.5%0.645%
5/18/2026Royal Bank of Canada134,333$6.72M0.0%+15.1%0.719%
5/13/2026 Cetera Investment Advisers99,922$5.00M0.0%+51.6%0.535%
5/12/2026Fortis Capital Management LLC65,514$3.28M0.3%N/A0.351%
5/7/2026 Basepoint Wealth LLC1,177$59K0.0%N/A0.006%
5/5/2026Schwallier Wealth Management LLC41,705$2.09M1.5%-12.9%0.223%
5/4/2026 NWF Advisory Services Inc.71,273$3.57M0.4%+0.6%0.382%
5/1/2026 Fifth Third Bancorp664$33K0.0%N/A0.004%
4/30/2026 Elevated Capital Advisors LLC2,162$108K0.0%+23.1%0.012%
4/30/2026 Kestra Advisory Services LLC302,142$15.12M0.1%+22.6%1.617%
4/30/2026 WPG Advisers LLC1,501$75K0.1%-54.4%0.008%
4/28/2026 Bogart Wealth LLC3,500$175K0.0%N/A0.019%
4/28/2026 Koshinski Asset Management Inc.175,834$8.80M0.5%+55.5%0.941%
4/24/2026 Essex Financial Services Inc.11,950$598K0.0%N/A0.064%
4/21/2026 RCS Financial Planning LLC122,905$6.17M3.2%+1.4%0.658%
4/21/2026 GHP Investment Advisors Inc.501$25K0.0%N/A0.003%
4/21/2026 Cottage Street Advisors LLC62,706$3.14M1.4%+32.1%0.336%
4/17/2026 Athena Wealth Management LLC739,317$37.00M30.3%-1.1%3.958%
4/17/2026 AdvisorNet Financial Inc10,807$541K0.0%N/A0.058%
3/17/2026Rockefeller Capital Management L.P.4,150$208K0.0%+2,666.7%0.022%
3/13/2026World Investment Advisors34,255$1.72M0.0%N/A0.183%
3/3/2026 NWF Advisory Services Inc.70,881$3.56M0.4%-8.3%0.379%
2/17/2026Seldon Capital LP6,552$329K0.1%-18.9%0.035%
2/17/2026 Cetera Investment Advisers65,932$3.31M0.0%+1.2%0.353%
2/17/2026Osaic Holdings Inc.206,882$10.40M0.0%+10.4%1.108%
2/17/2026 Advisory Services Network LLC7,444$374K0.0%+46.1%0.040%
2/17/2026&PARTNERS11,794$592K0.0%-4.9%0.063%
2/17/2026Royal Bank of Canada116,737$5.86M0.0%+16.0%0.625%
2/16/2026 Tableaux LLC131,769$6.62M1.1%+60.0%0.705%
2/16/2026 WealthTrust Axiom LLC158,401$7.96M2.0%+26.7%0.848%
2/16/2026 MML Investors Services LLC265,044$13.31M0.0%-11.7%1.419%
2/16/2026Mariner LLC84,240$4.23M0.0%-1.5%0.451%
2/14/2026 Financially Speaking Inc349,000$17.53M11.3%+223.8%1.868%
2/13/2026 Arete Wealth Advisors LLC106,152$5.33M0.3%+5.0%0.568%
2/13/2026 Kestra Advisory Services LLC246,400$12.38M0.1%+25.8%1.319%
Man who Predicted Trump 2016 Win: “Prepare for Mid-Term Meltdown” (Ad)

In 2016, major election models gave Hillary Clinton a 99% chance of winning - but former CIA and Pentagon adviser Jim Rickards publicly predicted a Trump victory before election night. Now Rickards is issuing a new forecast he calls a potential mid-term meltdown, one he believes could send shockwaves through financial markets.tc pixel

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2/13/2026Perspective Wealth Advisors LLC109,018$5.48M3.9%N/A0.584%
2/13/2026 New England Private Wealth Advisors LLC7,201$362K0.0%+12.0%0.039%
2/13/2026Wells Fargo & Company MN1,023,685$51.42M0.0%+2.9%5.480%
2/12/2026Jane Street Group LLC33,124$1.66M0.0%-71.7%0.177%
2/12/2026 Commonwealth Equity Services LLC644,156$32.36M0.0%+47.0%3.448%
2/12/2026 Great Lakes Retirement Inc.56,149$2.83M0.3%+4.5%0.301%
2/12/2026Steward Partners Investment Advisory LLC4,450$224K0.0%-32.1%0.024%
2/12/2026 Principal Securities Inc.11,826$594K0.0%-16.0%0.063%
2/11/2026 Cedar Point Capital Partners LLC126,328$6.35M4.1%+5.1%0.676%
2/11/2026 GWN Securities Inc.6,575$330K0.1%-14.0%0.035%
2/11/2026 LPL Financial LLC533,043$26.78M0.0%+12.4%2.854%
2/11/2026Schwallier Wealth Management LLC47,887$2.40M1.5%N/A0.256%
2/11/2026 J.W. Cole Advisors Inc.5,118$257K0.0%-15.5%0.027%
2/10/2026Goldman Sachs Group Inc.272,283$13.68M0.0%N/A1.458%
2/10/2026 Northwestern Mutual Wealth Management Co.1,799$90K0.0%+122.6%0.010%
2/10/2026Foundations Investment Advisors LLC165,588$8.32M0.1%+13.6%0.886%
2/9/2026 TradeWell Securities LLC.30,790$1.55M0.3%+11.7%0.165%
2/9/2026Fidelis Capital Partners LLC34,690$1.74M0.1%-0.7%0.186%
2/9/2026 Parkside Investments LLC6,500$326K0.0%+30.0%0.035%
2/9/2026 New England Private Wealth Advisors LLC7,201$362K0.0%+12.0%0.039%
2/6/2026 Mach 1 Financial Group LLC9,801$492K0.1%N/A0.052%
2/6/2026 IFP Advisors Inc1,321$66K0.0%-33.2%0.007%
2/6/2026 Csenge Advisory Group9,596$482K0.0%+18.6%0.051%
2/6/2026 HighTower Advisors LLC83,262$4.18M0.0%+19.1%0.446%
2/5/2026Flavin Financial Services Inc.27,857$1.40M1.0%+12.0%0.149%
2/4/2026World Investment Advisors34,255$1.72M0.0%N/A0.183%
2/4/2026 Anson Capital Inc.11,228$564K0.4%+1.9%0.060%
2/4/2026 Meridian Wealth Management LLC45,203$2.27M0.1%+2.5%0.242%
2/3/2026 Koshinski Asset Management Inc.113,050$5.68M0.4%+172.0%0.605%
2/3/2026 Sequoia Financial Advisors LLC6,580$331K0.0%-13.2%0.035%
2/3/2026 Foronjy Financial LLC14,285$718K0.3%+4.2%0.076%
2/2/2026 Oppenheimer & Co. Inc.4,193$211K0.0%-45.1%0.022%
1/30/2026 Sigma Planning Corp4,823$242K0.0%N/A0.026%
1/30/2026 Strategic Blueprint LLC40,449$2.03M0.1%+47.3%0.217%
1/29/2026 Howard Wealth Management LLC50,663$2.55M1.1%+33.3%0.271%
1/29/2026 Huntleigh Advisors Inc.114,180$5.74M1.0%-2.6%0.611%
1/29/2026UBS Group AG172,452$8.66M0.0%-0.1%0.923%
1/29/2026 Virtus Wealth Solutions LLC13,173$662K0.1%+2.8%0.071%
1/28/2026 Geneos Wealth Management Inc.564$28K0.0%-79.1%0.003%
1/28/2026 WPG Advisers LLC3,294$165K0.1%N/A0.018%
1/27/2026 Revisor Wealth Management LLC8,858$445K0.1%N/A0.047%
1/27/2026 Elevated Capital Advisors LLC1,756$88K0.0%N/A0.009%
1/26/2026 Lowery Thomas LLC74,451$3.74M2.1%+7.8%0.399%
1/26/2026 AE Wealth Management LLC399,536$20.07M0.1%+17.5%2.139%
1/26/2026 Cottage Street Advisors LLC47,462$2.38M1.0%+115.7%0.254%
1/23/2026 Farther Finance Advisors LLC2,000$100K0.0%N/A0.011%
1/23/2026 Andrew Hill Investment Advisors Inc.13,061$656K0.5%-8.4%0.070%
1/22/2026 Elm3 Financial Group LLC10,973$551K0.5%-2.8%0.059%
1/21/2026 Prime Capital Investment Advisors LLC164,055$8.24M0.1%+17.3%0.878%
1/21/2026 Planning Directions Inc.113,546$5.70M2.9%-4.6%0.608%
Man who Predicted Trump 2016 Win: “Prepare for Mid-Term Meltdown” (Ad)

In 2016, major election models gave Hillary Clinton a 99% chance of winning - but former CIA and Pentagon adviser Jim Rickards publicly predicted a Trump victory before election night. Now Rickards is issuing a new forecast he calls a potential mid-term meltdown, one he believes could send shockwaves through financial markets.tc pixel

See Jim Rickards' full market warning and what it means for your portfolio
1/21/2026 Sowell Financial Services LLC57,865$2.91M0.1%N/A0.310%
1/20/2026 Sugar Maple Asset Management LLC15,608$784K0.5%-7.0%0.084%
1/20/2026 Savvy Advisors Inc.14,746$741K0.0%N/A0.079%
1/16/2026 Genesee Capital Advisors LLC16,522$830K0.3%+4.4%0.088%
1/16/2026 Herbst Group LLC47,600$2.39M1.4%+19.7%0.255%
1/15/2026 RCS Financial Planning LLC121,192$6.11M2.6%+8.1%0.649%
1/14/2026 Kraft Davis & Associates LLC173,373$8.72M2.0%+25.5%0.928%
1/14/2026 Southland Equity Partners LLC7,405$372K0.1%+65.5%0.040%
1/13/2026 LongView Wealth Management7,604$382K0.1%+33.7%0.041%
1/13/2026 Parsons Capital Management Inc. RI5,965$300K0.0%N/A0.032%


FLDR Institutional Ownership - Frequently Asked Questions

During the previous two years, 129 institutional investors and hedge funds held shares of Fidelity Low Duration Bond Factor ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($51.42M), Athena Wealth Management LLC ($37.00M), Commonwealth Equity Services LLC ($32.36M), Raymond James Financial Inc. ($31.01M), LPL Financial LLC ($26.78M), AE Wealth Management LLC ($20.07M), and Financially Speaking Inc ($17.53M).Learn more on Fidelity Low Duration Bond Factor ETF's institutional investors.

Of the 119 institutional investors that purchased Fidelity Low Duration Bond Factor ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($616.04K), Commonwealth Equity Services LLC ($430.42K), Goldman Sachs Group Inc. ($272.28K), Financially Speaking Inc ($241.22K), LPL Financial LLC ($224.60K), Envestnet Asset Management Inc. ($200.78K), and Kestra Advisory Services LLC ($197.90K).

Institutional investors have bought a total of 3,000,075 shares in the last 24 months. This purchase volume represents approximately $150.57M in transactions.

Of the 36 institutional investors that sold Fidelity Low Duration Bond Factor ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Commonwealth Equity Services LLC ($130.85K), Jane Street Group LLC ($84.11K), Financially Speaking Inc ($77.51K), Huntleigh Advisors Inc. ($51.86K), Flow Traders U.S. LLC ($45.55K), Citadel Advisors LLC ($37.39K), and MML Investors Services LLC ($35.06K).

Institutional investors have sold a total of 563,078 shares in the last 24 months. This volume of shares sold represents approximately $28.27M in transactions.


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Institutional ownership data for BATS:FLDR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/9/2026. New 13F filings are added each quarter as they're published.
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