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Fidelity Low Volatility Factor ETF (FDLO) Institutional Ownership

Fidelity Low Volatility Factor ETF logo
$70.00 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Fidelity Low Volatility Factor ETF (NYSEARCA:FDLO)

Number of
Institutional Buyers
(last 12 months)
82
Total
Institutional Inflows
(last 12 months)
$92.17M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$63.94M
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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
7/1/2026 Roxbury Financial LLC15,230$1.04M0.8%+3.3%0.074%
6/3/2026NewEdge Advisors LLC116,064$7.50M0.0%-7.6%0.566%
5/27/2026Security Financial Services INC.14,101$911K0.1%+8.9%0.069%
5/22/2026Segall Bryant & Hamill LLC192,247$12.42M0.2%-5.6%0.938%
5/19/2026NewEdge Advisors LLC116,041$7.50M0.1%-7.6%0.566%
5/19/2026Bank of America Corp DE302,488$19.54M0.0%-5.6%1.476%
5/18/2026Royal Bank of Canada118,595$7.66M0.0%-23.6%0.579%
5/14/2026Lido Advisors LLC109,339$7.06M0.0%-5.7%0.533%
5/13/2026Cetera Investment Advisers256,501$16.57M0.0%+6.4%1.251%
5/13/2026First Trust Advisors LP123,227$7.96M0.0%N/A0.601%
5/7/2026Hershey Financial Advisers LLC18,727$1.21M1.0%N/A0.091%
5/6/2026Smart Money Group LLC13,630$880K0.3%-13.3%0.066%
5/5/2026Bank of New York Mellon Corp6,861$443K0.0%+9.0%0.033%
5/5/2026Sigma Planning Corp9,577$619K0.0%+6.7%0.047%
5/1/2026Fifth Third Bancorp658$42K0.0%+149.2%0.003%
4/30/2026Kestra Advisory Services LLC200,461$12.95M0.0%-18.0%0.978%
4/29/2026Integrated Advisors Network LLC11,748$759K0.0%-7.7%0.057%
4/27/2026Private Advisor Group LLC4,152$268K0.0%-12.0%0.020%
4/23/2026Asset Allocation Strategies LLC14,232$919K0.2%-11.3%0.069%
4/20/2026Kestra Private Wealth Services LLC31,808$2.05M0.0%+3.3%0.154%
4/20/2026RFG Advisory LLC5,480$354K0.0%N/A0.026%
4/17/2026 Roxbury Financial LLC14,737$952K0.9%+4.7%0.071%
4/17/2026Brookstone Capital Management8,417$544K0.0%-1.8%0.041%
3/17/2026Rockefeller Capital Management L.P.25,384$1.69M0.0%+92.0%0.117%
3/13/2026World Investment Advisors4,586$306K0.0%N/A0.021%
3/9/2026Corient Private Wealth LLC213,558$14.36M0.0%-4.8%0.984%
2/19/2026Axxcess Wealth Management LLC3,082$206K0.0%N/A0.014%
2/19/2026Corient Private Wealth LLC213,558$14.36M0.0%-4.8%0.984%
2/18/2026Mercer Global Advisors Inc. ADV7,310$488K0.0%+2.5%0.034%
2/18/2026NewEdge Advisors LLC125,636$8.39M0.0%-28.3%0.579%
2/17/2026Cetera Investment Advisers241,166$16.10M0.0%+19.4%1.111%
2/17/2026Equitable Holdings Inc.4,239$283K0.0%+3.7%0.020%
2/17/2026Osaic 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%
2/17/2026Royal Bank of Canada155,181$10.36M0.0%+189.7%0.715%
2/16/2026Mariner LLC7,873$525K0.0%+4.6%0.036%
2/16/2026Arax Advisory Partners2,526$169K0.0%N/A0.012%
2/13/2026Kestra Advisory Services LLC244,592$16.33M0.1%-25.6%1.127%
2/13/2026Segall Bryant & Hamill LLC203,753$13.60M0.2%-5.0%0.939%
2/13/2026Stifel Financial Corp57,532$3.84M0.0%+11.3%0.265%
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2/13/2026Wells Fargo & Company MN2,173$145K0.0%-6.4%0.010%
2/13/2026Asset Allocation Strategies LLC16,051$1.07M0.2%-9.5%0.074%
2/12/2026Jane Street Group LLC40,103$2.68M0.0%N/A0.185%
2/12/2026Ankerstar Wealth LLC475$32K0.0%N/A0.002%
2/12/2026Commonwealth Equity Services LLC711,642$47.50M0.1%-2.9%3.279%
2/12/2026Sykon Capital LLC175,471$11.71M3.8%N/A0.809%
2/12/2026Steward Partners Investment Advisory LLC7,782$519K0.0%+35.3%0.036%
2/11/2026Capital Analysts LLC33,732$2.25M0.1%-4.5%0.155%
2/11/2026Focus Partners Advisor Solutions LLC10,420$696K0.0%-30.5%0.048%
2/11/2026Cerity Partners LLC6,888$460K0.0%+74.1%0.032%
2/11/2026LPL Financial LLC404,099$26.97M0.0%+10.5%1.862%
2/11/2026O Shaughnessy Asset Management LLC16,208$1.08M0.0%+2.7%0.075%
2/11/2026J.W. Cole Advisors Inc.18,747$1.25M0.0%+47.2%0.086%
2/10/2026Goldman Sachs Group Inc.19,360$1.29M0.0%-61.0%0.089%
2/10/2026Northwestern Mutual Wealth Management Co.23,553$1.57M0.0%+1.0%0.109%
2/10/2026Foundations Investment Advisors LLC87,683$5.85M0.1%+8.4%0.404%
2/9/2026Kestra Investment Management LLC3,624$242K0.0%N/A0.017%
2/9/2026Cary Street Partners Financial LLC8,607$574K0.0%-4.5%0.040%
2/6/2026Axxcess Wealth Management LLC3,082$206K0.0%N/A0.014%
2/6/2026Cullen Frost Bankers Inc.9,586$640K0.0%+1.6%0.044%
2/6/2026Larson Financial Group LLC3,075$205K0.0%N/A0.014%
2/6/2026Envestnet Portfolio Solutions Inc.14,174$946K0.0%+25.7%0.065%
2/4/2026Ameritas Advisory Services LLC110,598$7.38M0.3%-1.8%0.510%
2/3/2026Legacy Wealth Managment LLC ID469$31K0.0%N/A0.002%
2/2/2026Truist Financial Corp3,220$215K0.0%N/A0.015%
1/30/2026Sigma Planning Corp8,976$599K0.0%+9.9%0.041%
1/30/2026Citizens Financial Group Inc. RI4,497$300K0.0%+29.9%0.021%
1/30/2026Smart Money Group LLC15,713$1.05M0.3%+1.1%0.072%
1/30/2026Strategic Blueprint LLC25,388$1.70M0.1%+25.1%0.117%
1/30/2026Exencial Wealth Advisors LLC79,225$5.29M0.2%-1.8%0.365%
1/29/2026Kestra Private Wealth Services LLC30,806$2.06M0.0%+13.7%0.142%
1/29/2026Advisors Capital Management LLC35,109$2.34M0.0%-1.0%0.162%
1/29/2026Almanack Investment Partners LLC.4,659$311K0.1%N/A0.021%
1/28/2026Kingswood Wealth Advisors LLC5,254$351K0.0%+6.1%0.024%
1/27/2026Security Financial Services INC.12,943$864K0.1%+5.7%0.060%
1/26/2026AE Wealth Management LLC117,214$7.82M0.0%+37.2%0.538%
1/26/2026CWM LLC5,693$380K0.0%+627.1%0.026%
1/26/2026Abundance Wealth Counselors63,520$4.24M0.7%-6.0%0.291%
1/23/2026Farther Finance Advisors LLC5,900$394K0.0%+30.6%0.027%
1/23/2026Westside Investment Management Inc.9,875$659K0.1%-23.0%0.045%
1/23/2026Howard Capital Management Inc.233,344$15.58M0.2%+86.9%1.070%
1/22/2026Westbourne Investments Inc.6,339$423K0.2%-13.0%0.029%
1/22/2026Campbell Deegan Wealth Management LLC330,360$22.05M17.8%+3.4%1.515%
1/22/2026Maseco LLP376$25K0.0%N/A0.002%
1/21/2026Snider Financial Group5,760$384K0.1%-30.0%0.026%
1/20/2026Nvwm LLC19,542$1.30M0.3%-0.9%0.090%
1/20/2026Ascent Group LLC4,599$307K0.0%+10.2%0.021%
1/20/2026Savvy Advisors Inc.6,377$426K0.0%-11.4%0.029%
1/16/2026Tempus Wealth Planning LLC25,694$1.72M0.4%-3.0%0.118%
1/15/2026GFG Capital LLC115,051$7.68M2.7%-2.9%0.528%
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1/15/2026Silver Oak Securities Incorporated26,009$1.75M0.1%+274.4%0.119%
1/14/2026Mechanics Bank Trust Department79,444$5.30M0.7%+1.2%0.364%
1/14/2026Pallas Capital Advisors LLC14,693$981K0.0%+1.8%0.067%
1/13/2026Buttonwood Financial Group LLC7,876$534K0.3%-13.3%0.036%
1/5/2026 Roxbury Financial LLC14,071$939K0.8%+473.6%0.064%
1/1/2026JPMorgan Chase & Co.31,134$2.05M0.0%-59.1%0.145%
12/2/2025Allworth Financial LP415$27K0.0%+460.8%0.002%
12/2/2025IFP Advisors Inc3,200$211K0.0%-8.9%0.015%
11/19/2025Sunbelt Securities Inc.2,046$135K0.0%-66.6%0.010%
11/18/2025Advisory Services Network LLC10,636$701K0.0%-4.2%0.050%


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 1,404,603 shares in the last 24 months. This purchase volume represents approximately $92.17M 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.


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This page (NYSEARCA:FDLO) was last updated on 7/5/2026 by MarketBeat.com Staff.
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