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Fidelity Low Volatility Factor ETF (FDLO) Institutional Ownership

Fidelity Low Volatility Factor ETF logo
$65.37 +0.10 (+0.15%)
Closing price 10/15/2025 04:10 PM Eastern
Extended Trading
$65.33 -0.04 (-0.06%)
As of 10/15/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Fidelity Low Volatility Factor ETF (NYSEARCA:FDLO)

Number of
Institutional Buyers
(last 12 months)
88
Total
Institutional Inflows
(last 12 months)
$263.24M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$44.21M
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FDLO Institutional Buying and Selling by Quarter

Fidelity Low Volatility Factor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/14/2025 Farther Finance Advisors LLC4,519$298K0.0%+936.5%0.022%
10/14/2025 Security Financial Services INC.12,249$807K0.1%+11.3%0.059%
10/8/2025 Asset Allocation Strategies LLC17,738$1.17M0.2%-18.7%0.085%
10/1/2025 Roxbury Financial LLC2,453$162K0.1%+15.5%0.013%
9/26/2025Corient Private Wealth LLC236,209$14.83M0.0%+0.3%1.205%
9/4/2025Osaic Holdings Inc.118,808$7.47M0.0%-22.5%0.606%
8/27/2025Orion Porfolio Solutions LLC3,360$211K0.0%N/A0.017%
8/18/2025Tyler Stone Wealth Management33,877$2.13M0.3%-0.8%0.173%
8/15/2025 Asset Allocation Strategies LLC21,830$1.37M0.3%-31.7%0.111%
8/15/2025Corient Private Wealth LLC236,209$14.83M0.0%+0.3%1.205%
8/15/2025Orion Porfolio Solutions LLC3,360$211K0.0%N/A0.017%
8/15/2025Great Valley Advisor Group Inc.12,986$816K0.0%-9.1%0.066%
8/15/2025Bank of America Corp DE443,513$27.85M0.0%+9.5%2.263%
8/14/2025Jane Street Group LLC15,034$944K0.0%+4.8%0.077%
8/14/2025Raymond James Financial Inc.104,585$6.57M0.0%+1.8%0.534%
8/14/2025Darwin Wealth Management LLC3,069$193K0.1%N/A0.016%
8/14/2025Betterment LLC7,494$471K0.0%-2.2%0.038%
8/14/2025NewEdge Advisors LLC176,211$11.07M0.1%+49.5%0.899%
8/14/2025Cary Street Partners Financial LLC8,955$562K0.0%-8.9%0.046%
8/14/2025Cerity Partners LLC3,510$220K0.0%-15.3%0.018%
8/13/2025Twin Peaks Wealth Advisors LLC387$25K0.0%N/A0.002%
8/13/2025Lido Advisors LLC115,900$7.28M0.0%-7.9%0.591%
8/13/2025Northwestern Mutual Wealth Management Co.25,113$1.58M0.0%-12.4%0.128%
8/12/2025Steward Partners Investment Advisory LLC4,035$253K0.0%-5.8%0.021%
8/12/2025Segall Bryant & Hamill LLC227,641$14.30M0.2%-2.9%1.161%
8/12/2025JPMorgan Chase & Co.76,116$4.78M0.0%-3.6%0.388%
8/12/2025Absolute Capital Management LLC3,473$218K0.1%-25.5%0.018%
8/12/2025Weaver Consulting Group43,877$2.76M0.8%-1.0%0.224%
8/8/2025MTM Investment Management LLC919$58K0.0%N/A0.005%
8/8/2025Rockefeller Capital Management L.P.14,634$919K0.0%-67.8%0.075%
8/8/2025Citizens Financial Group Inc. RI3,461$217K0.0%N/A0.018%
8/8/2025Cetera Investment Advisers172,247$10.82M0.0%+2.6%0.883%
8/8/2025Campbell Deegan Wealth Management LLC314,733$19.77M19.5%+3.1%1.614%
8/8/2025Creative Planning8,196$515K0.0%+6.1%0.042%
8/8/2025 Security Financial Services INC.11,004$691K0.1%N/A0.056%
8/8/2025Foundations Investment Advisors LLC74,355$4.67M0.1%+12.9%0.381%
8/8/2025Advisors Capital Management LLC34,774$2.18M0.0%-2.4%0.178%
8/6/2025AE Wealth Management LLC70,575$4.43M0.0%-6.5%0.362%
8/6/2025Nvwm LLC19,688$1.24M0.3%+5.9%0.101%
8/5/2025Snider Financial Group8,542$536K0.2%-12.5%0.044%
8/5/2025Sigma Planning Corp8,279$520K0.0%+8.5%0.042%
8/4/2025Savvy Advisors Inc.3,329$209K0.0%N/A0.017%
8/1/2025Howard Capital Management Inc.80,838$5.08M0.1%+91.5%0.415%
8/1/2025Envestnet Asset Management Inc.555,092$34.86M0.0%-9.2%2.847%
7/31/2025Briaud Financial Planning Inc722$45K0.0%N/A0.004%
7/30/2025Strategic Blueprint LLC14,494$910K0.0%N/A0.074%
7/30/2025Exencial Wealth Advisors LLC78,286$4.92M0.2%-7.4%0.401%
7/30/2025Brookstone Capital Management8,581$539K0.0%+10.5%0.044%
7/30/2025Cullen Frost Bankers Inc.8,249$518K0.0%+6.7%0.042%
7/25/2025Atria Wealth Solutions Inc.8,861$556K0.0%-8.7%0.045%
7/25/2025Envestnet Portfolio Solutions Inc.15,777$991K0.0%+14.8%0.081%
7/25/2025CWM LLC700$44K0.0%+233.3%0.004%
7/25/2025Johnson Investment Counsel Inc.4,604$289K0.0%-5.9%0.024%
7/24/2025Blue Trust Inc.1,071$67K0.0%N/A0.005%
7/24/2025IFP Advisors Inc3,511$220K0.0%+14.4%0.018%
7/24/2025 GFG Capital LLC118,446$7.44M2.2%-7.4%0.607%
7/21/2025Ameritas Advisory Services LLC130,449$8.19M0.4%-49.0%0.669%
7/21/2025Abundance Wealth Counselors79,114$4.71M0.9%-5.7%0.406%
7/15/2025Regatta Capital Group LLC7,578$476K0.1%N/A0.039%
7/14/2025Mechanics Bank Trust Department73,282$4.60M0.7%+17.9%0.377%
7/14/2025 Abound Wealth Management529$33K0.0%N/A0.003%
7/10/2025Wealth Enhancement Advisory Services LLC16,987$1.08M0.0%-20.5%0.087%
7/9/2025Pallas Capital Advisors LLC14,128$887K0.0%+3.0%0.073%
7/8/2025Strategic Advocates LLC7,779$489K0.1%N/A0.040%
7/8/2025RMR Wealth Builders3,540$222K0.0%-7.0%0.018%
7/7/2025 Roxbury Financial LLC2,124$133K0.1%+495.0%0.011%
6/27/2025Goldman Sachs Group Inc.74,421$4.51M0.0%+1,088.1%0.384%
5/27/2025Advisors Capital Management LLC35,643$2.16M0.0%-2.5%0.182%
5/19/2025Jane Street Group LLC14,342$869K0.0%N/A0.073%
5/16/2025Empowered Funds LLC8,624$523K0.0%N/A0.044%
5/16/2025Ascent Group LLC3,690$224K0.0%N/A0.019%
5/16/2025Goldman Sachs Group Inc.74,421$4.51M0.0%+1,088.1%0.378%
5/16/2025NewEdge Advisors LLC117,894$7.15M0.0%+15.0%0.598%
5/15/2025Focus Partners Advisor Solutions LLC10,044$609K0.0%+48.9%0.051%
5/15/2025Royal Bank of Canada109,915$6.66M0.0%+104.7%0.558%
5/14/2025Valley Financial Group Inc.5,588$339K0.2%+5.3%0.028%
5/14/2025Samalin Investment Counsel LLC5,491$333K0.1%-42.7%0.028%
5/14/2025Northwestern Mutual Wealth Management Co.28,680$1.74M0.0%+1.3%0.146%
5/14/2025Kestra Advisory Services LLC322,675$19.56M0.1%-1.8%1.638%
5/14/2025Capital Analysts LLC33,319$2.02M0.1%-6.6%0.169%
5/13/2025Raymond James Financial Inc.102,697$6.23M0.0%+0.6%0.521%
5/9/2025Exencial Wealth Advisors LLC84,548$5.13M0.2%-0.7%0.429%
5/9/2025Atria Wealth Solutions Inc.9,702$588K0.0%+26.3%0.049%
5/9/2025Cary Street Partners Financial LLC9,831$596K0.0%-6.0%0.050%
5/9/2025Commonwealth Equity Services LLC755,697$45.81M0.1%+1.0%3.836%
5/8/2025Hoxton Planning & Management LLC3,561$216K0.1%N/A0.018%
5/8/2025Howard Capital Management Inc.42,217$2.56M0.0%+30.3%0.214%
5/7/2025Foundations Investment Advisors LLC65,871$3.99M0.1%+282.1%0.334%
5/7/2025LPL Financial LLC197,160$11.95M0.0%+17.5%1.001%
5/7/2025Nvwm LLC18,584$1.13M0.3%+1.9%0.094%
5/6/2025Cetera Investment Advisers167,954$10.18M0.0%+15.6%0.853%
5/6/2025AE Wealth Management LLC75,483$4.58M0.0%+12.7%0.383%
5/5/2025Kestra Private Wealth Services LLC24,549$1.49M0.0%+20.5%0.125%
5/5/2025Private Advisor Group LLC5,994$363K0.0%+3.6%0.030%
5/2/2025Cullen Frost Bankers Inc.7,734$469K0.0%+156.3%0.039%
5/2/2025Segall Bryant & Hamill LLC234,546$14.22M0.2%-11.1%1.191%
5/2/2025Sigma Planning Corp7,629$462K0.0%+10.3%0.039%
4/30/2025Cerity Partners LLC4,143$251K0.0%+9.6%0.021%
4/30/2025GFG Capital LLC127,895$7.75M2.3%-21.4%0.649%
4/29/2025Envestnet Asset Management Inc.611,643$37.08M0.0%+3.3%3.105%
(Data available from 1/1/2016 forward)

FDLO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FDLO shares?

During the previous two years, 136 institutional investors and hedge funds held shares of Fidelity Low Volatility Factor ETF. The most heavily invested institutionals were FMR LLC ($623.26M), Commonwealth Equity Services LLC ($45.81M), Envestnet Asset Management Inc. ($34.86M), Bank of America Corp DE ($27.85M), Campbell Deegan Wealth Management LLC ($19.77M), Kestra Advisory Services LLC ($19.56M), and Corient Private Wealth LLC ($14.83M).Learn more on Fidelity Low Volatility Factor ETF's institutional investors.

Which institutional investors have been buying Fidelity Low Volatility Factor ETF's stock?

Of the 115 institutional investors that purchased Fidelity Low Volatility Factor ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($2.87M), Campbell Deegan Wealth Management LLC ($298.09K), Segall Bryant & Hamill LLC ($276.70K), International Assets Investment Management LLC ($243.34K), Abundance Wealth Counselors ($214.14K), Raymond James Financial Inc. ($206.68K), and Bank of America Corp DE ($146.37K).

How much institutional buying is happening at Fidelity Low Volatility Factor ETF?

Institutional investors have bought a total of 4,313,481 shares in the last 24 months. This purchase volume represents approximately $263.24M in transactions.

Which of Fidelity Low Volatility Factor ETF's major shareholders have been selling company stock?

Of the 49 institutional investors that sold Fidelity Low Volatility Factor ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ameritas Advisory Services LLC ($173.02K), Abundance Wealth Counselors ($115.79K), Envestnet Asset Management Inc. ($56.55K), Segall Bryant & Hamill LLC ($49.06K), GFG Capital LLC ($45.75K), Rockefeller Capital Management L.P. ($37.58K), and Osaic Holdings Inc. ($34.55K).

How much institutional selling is happening at Fidelity Low Volatility Factor ETF?

Institutional investors have sold a total of 717,226 shares in the last 24 months. This volume of shares sold represents approximately $44.21M in transactions.


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This page (NYSEARCA:FDLO) was last updated on 10/16/2025 by MarketBeat.com Staff
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