Free Trial
→ Goldman Sachs just told you what to buy (most people missed it) (From Behind the Markets) (Ad)tc pixel Free FDLO Stock Alerts

Fidelity Low Volatility Factor ETF (FDLO) Institutional Ownership

Fidelity Low Volatility Factor ETF logo
$69.31 0.00 (0.00%)
As of 06/12/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Fidelity Low Volatility Factor ETF (NYSEARCA:FDLO)

Number of
Institutional Buyers
(last 12 months)
83
Total
Institutional Inflows
(last 12 months)
$96.26M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$63.94M
Get FDLO Insider Trade Alerts

Want to know when executives and insiders are buying or selling Fidelity Low Volatility Factor ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

FDLO Institutional Buying and Selling by Quarter

Fidelity Low Volatility Factor ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026 NewEdge Advisors LLC116,064$7.50M0.0%-7.6%0.566%
5/27/2026 Security Financial Services INC.14,101$911K0.1%+8.9%0.069%
5/22/2026 Segall Bryant & Hamill LLC192,247$12.42M0.2%-5.6%0.938%
5/19/2026 NewEdge Advisors LLC116,041$7.50M0.1%-7.6%0.566%
5/19/2026 Bank of America Corp DE302,488$19.54M0.0%-5.6%1.476%
5/18/2026 Royal Bank of Canada118,595$7.66M0.0%-23.6%0.579%
5/14/2026 Lido Advisors LLC109,339$7.06M0.0%-5.7%0.533%
5/13/2026 Cetera Investment Advisers256,501$16.57M0.0%+6.4%1.251%
5/13/2026 First Trust Advisors LP123,227$7.96M0.0%N/A0.601%
5/7/2026 Hershey Financial Advisers LLC18,727$1.21M1.0%N/A0.091%
5/6/2026 Smart Money Group LLC13,630$880K0.3%-13.3%0.066%
5/5/2026 Bank of New York Mellon Corp6,861$443K0.0%+9.0%0.033%
5/5/2026 Sigma Planning Corp9,577$619K0.0%+6.7%0.047%
5/1/2026 Fifth Third Bancorp658$42K0.0%+149.2%0.003%
4/30/2026 Kestra Advisory Services LLC200,461$12.95M0.0%-18.0%0.978%
4/29/2026 Integrated Advisors Network LLC11,748$759K0.0%-7.7%0.057%
4/27/2026 Private Advisor Group LLC4,152$268K0.0%-12.0%0.020%
4/23/2026 Asset Allocation Strategies LLC14,232$919K0.2%-11.3%0.069%
4/20/2026 Kestra Private Wealth Services LLC31,808$2.05M0.0%+3.3%0.154%
4/20/2026 RFG Advisory LLC5,480$354K0.0%N/A0.026%
4/17/2026 Roxbury Financial LLC14,737$952K0.9%+4.7%0.071%
4/17/2026 Brookstone Capital Management8,417$544K0.0%-1.8%0.041%
3/17/2026 Rockefeller Capital Management L.P.25,384$1.69M0.0%+92.0%0.117%
3/13/2026 World Investment Advisors4,586$306K0.0%N/A0.021%
3/9/2026 Corient Private Wealth LLC213,558$14.36M0.0%-4.8%0.984%
2/19/2026 Axxcess Wealth Management LLC3,082$206K0.0%N/A0.014%
2/19/2026 Corient Private Wealth LLC213,558$14.36M0.0%-4.8%0.984%
2/18/2026 Mercer Global Advisors Inc. ADV7,310$488K0.0%+2.5%0.034%
2/18/2026 NewEdge Advisors LLC125,636$8.39M0.0%-28.3%0.579%
2/17/2026 Cetera Investment Advisers241,166$16.10M0.0%+19.4%1.111%
2/17/2026 Equitable Holdings Inc.4,239$283K0.0%+3.7%0.020%
2/17/2026 Osaic Holdings Inc.130,116$8.69M0.0%+0.4%0.600%
2/17/2026Running Point Capital Advisors LLC192,123$12.82M3.5%+10.4%0.885%
2/17/2026 Royal Bank of Canada155,181$10.36M0.0%+189.7%0.715%
2/16/2026 Mariner LLC7,873$525K0.0%+4.6%0.036%
2/16/2026 Arax Advisory Partners2,526$169K0.0%N/A0.012%
2/13/2026 Kestra Advisory Services LLC244,592$16.33M0.1%-25.6%1.127%
2/13/2026 Segall Bryant & Hamill LLC203,753$13.60M0.2%-5.0%0.939%
2/13/2026 Stifel Financial Corp57,532$3.84M0.0%+11.3%0.265%
2/13/2026 Wells Fargo & Company MN2,173$145K0.0%-6.4%0.010%
Read now. Do not delete. You’ve been warned. (Ad)

Three Nobel Prize Winners expose this once-in-a-generation wealth shift: “Don’t Say I Didn’t Warn You” Porter Stansberry exposes how the convergence of three immense forces is about to rewrite everything about the American way of life: how you work, save, invest… it’s all about to change.tc pixel

Don’t be left behind. Click here now.
2/13/2026 Asset Allocation Strategies LLC16,051$1.07M0.2%-9.5%0.074%
2/12/2026 Jane Street Group LLC40,103$2.68M0.0%N/A0.185%
2/12/2026 Ankerstar Wealth LLC475$32K0.0%N/A0.002%
2/12/2026 Commonwealth Equity Services LLC711,642$47.50M0.1%-2.9%3.279%
2/12/2026 Sykon Capital LLC175,471$11.71M3.8%N/A0.809%
2/12/2026 Steward Partners Investment Advisory LLC7,782$519K0.0%+35.3%0.036%
2/11/2026 Capital Analysts LLC33,732$2.25M0.1%-4.5%0.155%
2/11/2026 Focus Partners Advisor Solutions LLC10,420$696K0.0%-30.5%0.048%
2/11/2026 Cerity Partners LLC6,888$460K0.0%+74.1%0.032%
2/11/2026 LPL Financial LLC404,099$26.97M0.0%+10.5%1.862%
2/11/2026 O Shaughnessy Asset Management LLC16,208$1.08M0.0%+2.7%0.075%
2/11/2026 J.W. Cole Advisors Inc.18,747$1.25M0.0%+47.2%0.086%
2/10/2026 Goldman Sachs Group Inc.19,360$1.29M0.0%-61.0%0.089%
2/10/2026 Northwestern Mutual Wealth Management Co.23,553$1.57M0.0%+1.0%0.109%
2/10/2026 Foundations Investment Advisors LLC87,683$5.85M0.1%+8.4%0.404%
2/9/2026 Kestra Investment Management LLC3,624$242K0.0%N/A0.017%
2/9/2026 Cary Street Partners Financial LLC8,607$574K0.0%-4.5%0.040%
2/6/2026 Axxcess Wealth Management LLC3,082$206K0.0%N/A0.014%
2/6/2026 Cullen Frost Bankers Inc.9,586$640K0.0%+1.6%0.044%
2/6/2026 Larson Financial Group LLC3,075$205K0.0%N/A0.014%
2/6/2026 Envestnet Portfolio Solutions Inc.14,174$946K0.0%+25.7%0.065%
2/4/2026 Ameritas Advisory Services LLC110,598$7.38M0.3%-1.8%0.510%
2/3/2026 Legacy Wealth Managment LLC ID469$31K0.0%N/A0.002%
2/2/2026 Truist Financial Corp3,220$215K0.0%N/A0.015%
1/30/2026 Sigma Planning Corp8,976$599K0.0%+9.9%0.041%
1/30/2026 Citizens Financial Group Inc. RI4,497$300K0.0%+29.9%0.021%
1/30/2026 Smart Money Group LLC15,713$1.05M0.3%+1.1%0.072%
1/30/2026 Strategic Blueprint LLC25,388$1.70M0.1%+25.1%0.117%
1/30/2026 Exencial Wealth Advisors LLC79,225$5.29M0.2%-1.8%0.365%
1/29/2026 Kestra Private Wealth Services LLC30,806$2.06M0.0%+13.7%0.142%
1/29/2026 Advisors Capital Management LLC35,109$2.34M0.0%-1.0%0.162%
1/29/2026 Almanack Investment Partners LLC.4,659$311K0.1%N/A0.021%
1/28/2026 Kingswood Wealth Advisors LLC5,254$351K0.0%+6.1%0.024%
1/27/2026 Security Financial Services INC.12,943$864K0.1%+5.7%0.060%
1/26/2026 AE Wealth Management LLC117,214$7.82M0.0%+37.2%0.538%
1/26/2026 CWM LLC5,693$380K0.0%+627.1%0.026%
1/26/2026 Abundance Wealth Counselors63,520$4.24M0.7%-6.0%0.291%
1/23/2026 Farther Finance Advisors LLC5,900$394K0.0%+30.6%0.027%
1/23/2026 Westside Investment Management Inc.9,875$659K0.1%-23.0%0.045%
1/23/2026 Howard Capital Management Inc.233,344$15.58M0.2%+86.9%1.070%
1/22/2026 Westbourne Investments Inc.6,339$423K0.2%-13.0%0.029%
1/22/2026 Campbell Deegan Wealth Management LLC330,360$22.05M17.8%+3.4%1.515%
1/22/2026 Maseco LLP376$25K0.0%N/A0.002%
1/21/2026 Snider Financial Group5,760$384K0.1%-30.0%0.026%
1/20/2026 Nvwm LLC19,542$1.30M0.3%-0.9%0.090%
1/20/2026 Ascent Group LLC4,599$307K0.0%+10.2%0.021%
1/20/2026 Savvy Advisors Inc.6,377$426K0.0%-11.4%0.029%
1/16/2026 Tempus Wealth Planning LLC25,694$1.72M0.4%-3.0%0.118%
1/15/2026 GFG Capital LLC115,051$7.68M2.7%-2.9%0.528%
1/15/2026 Silver Oak Securities Incorporated26,009$1.75M0.1%+274.4%0.119%
Why this tiny stock may move before the SpaceX IPO drops (Ad)

The projected SpaceX and xAI S-1 filing hits the SEC on June 1st - and analyst Dylan Jovine says $1.75 trillion in stored capital will be looking for a home when it does. But the real opportunity isn't the IPO itself. Jovine has identified a small-cap supplier trading near $4 that sits directly in the path of xAI's Colossus infrastructure buildout - and a specific trigger in the S-1 could reprice it overnight.tc pixel

Get the ticker and full briefing before the June roadshow begins
1/14/2026 Mechanics Bank Trust Department79,444$5.30M0.7%+1.2%0.364%
1/14/2026 Pallas Capital Advisors LLC14,693$981K0.0%+1.8%0.067%
1/13/2026 Buttonwood Financial Group LLC7,876$534K0.3%-13.3%0.036%
1/5/2026 Roxbury Financial LLC14,071$939K0.8%+473.6%0.064%
1/1/2026 JPMorgan Chase & Co.31,134$2.05M0.0%-59.1%0.145%
12/2/2025 Allworth Financial LP415$27K0.0%+460.8%0.002%
12/2/2025 IFP Advisors Inc3,200$211K0.0%-8.9%0.015%
11/19/2025 Sunbelt Securities Inc.2,046$135K0.0%-66.6%0.010%
11/18/2025 Advisory Services Network LLC10,636$701K0.0%-4.2%0.050%
11/18/2025 Stonebridge Financial Planning Group LLC6,250$412K0.2%+19.0%0.029%


FDLO Institutional Ownership - Frequently Asked Questions

During the previous two years, 145 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 ($47.50M), Envestnet Asset Management Inc. ($32.89M), LPL Financial LLC ($26.97M), Campbell Deegan Wealth Management LLC ($22.05M), Bank of America Corp DE ($19.54M), and Cetera Investment Advisers ($16.57M).Learn more on Fidelity Low Volatility Factor ETF's institutional investors.

Of the 126 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 ($2.21M), Campbell Deegan Wealth Management LLC ($313.72K), Segall Bryant & Hamill LLC ($276.70K), Raymond James Financial Inc. ($229.38K), Howard Capital Management Inc. ($216.23K), Bank of America Corp DE ($184.03K), and Sykon Capital LLC ($175.47K).

Institutional investors have bought a total of 1,472,267 shares in the last 24 months. This purchase volume represents approximately $96.26M in transactions.

Of the 55 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 ($145.11K), Kestra Advisory Services LLC ($128.26K), Envestnet Asset Management Inc. ($112.29K), JPMorgan Chase & Co. ($92.81K), NewEdge Advisors LLC ($69.74K), Citadel Advisors LLC ($45.30K), and Segall Bryant & Hamill LLC ($42.30K).

Institutional investors have sold a total of 984,945 shares in the last 24 months. This volume of shares sold represents approximately $63.94M in transactions.


Related Companies

This page (NYSEARCA:FDLO) was last updated on 6/15/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Is SpaceX really worth 1.78 Trillion?
With SpaceX approaching a near-$2 trillion valuation, most investors are focused on the IPO itself - but analy...
InvestPub | Sponsoredtc pixel
Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...
After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...
Banyan Hill Publishing | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
The roadshow starts Monday. This stock isn't ready.
The SpaceX roadshow kicks off June 8. Goldman Sachs, the lead underwriter, will present the full S-1 to the wo...
Behind the Markets | Sponsoredtc pixel
SpaceX is chump change compared to Elon’s $20T ‘iPhone’
Early Apple investors saw peak gains as high as 7,537% after the iPhone launched. Now, multiple insider source...
StocksToTrade | Sponsoredtc pixel