Who owns Fidelity Low Volatility Factor ETF ?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FDLO from SEC Form 13F filings across 173 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 173 institutions disclosed 14.5M shares of Fidelity Low Volatility Factor ETF worth $992.7M — about 75.9% of shares outstanding; the largest disclosed holder is FMR LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
173
13F holders
$992.7M
value, 2026 filers
75.9%
of shares outstanding (14.5M sh)
32
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of FDLO's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | 8.1M | $555.6M | 0.0% | 42.6% | -9.1% |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | 701,383 | $47.9M | 0.1% | 3.7% | -1.6% |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 534,296 | $36.5M | 0.0% | 2.8% | +1.9% |
| 4 | LPL Financial LLC | 425,154 | $29.1M | 0.0% | 2.2% | +1.8% |
| 5 | Campbell Deegan Wealth Management, LLC | 337,359 | $23.1M | 16.3% | 1.8% | +2.0% |
| 6 | BANK OF AMERICA CORP /DE/ | 281,823 | $19.3M | 0.0% | 1.5% | -6.8% |
| 7 | Cetera Investment Advisers | 269,229 | $18.4M | 0.0% | 1.4% | +5.0% |
| 8 | Ameritas Advisory Services, LLC | 254,114 | $17.4M | 0.4% | 1.3% | +138.3% |
| 9 | AE Wealth Management LLC | 215,183 | $14.7M | 0.1% | 1.1% | +11.4% |
| 10 | Corient Private Wealth LP | 186,302 | $12.7M | 0.0% | 1% | +1667.4% |
| 11 | SEGALL BRYANT & HAMILL, LLC | 186,105 | $12.7M | 0.2% | 1% | -3.2% |
| 12 | Cerity Partners LLC | 182,143 | $12.4M | 0.0% | 1% | -9.8% |
| 13 | Kestra Advisory Services, LLC | 172,164 | $11.8M | 0.0% | 0.9% | -14.1% |
| 14 | RAYMOND JAMES FINANCIAL INC | 145,468 | $9.9M | 0.0% | 0.8% | -0.9% |
| 15 | 49 WEALTH MANAGEMENT, LLCNEW | 133,211 | $9.1M | 1.7% | 0.7% | new |
| 16 | ALONGSIDE, LLCNEW | 133,211 | $9.1M | 1.7% | 0.7% | new |
| 17 | NewEdge Advisors, LLC | 123,304 | $8.4M | 0.0% | 0.6% | +6.3% |
| 18 | OSAIC HOLDINGS, INC. | 121,023 | $8.3M | 0.0% | 0.6% | +46.6% |
| 19 | GOLDMAN SACHS GROUP INC | 116,662 | $8.0M | 0.0% | 0.6% | +203.8% |
| 20 | ROYAL BANK OF CANADA | 112,946 | $7.7M | 0.0% | 0.6% | -4.8% |
| 21 | GFG Capital, LLC | 100,671 | $6.9M | 1.9% | 0.5% | -3.3% |
| 22 | Lido Advisors, LLC | 99,075 | $6.8M | 0.0% | 0.5% | -9.4% |
| 23 | KENNEDY INVESTMENT GROUP, INC.NEW | 96,159 | $6.6M | 2.2% | 0.5% | new |
| 24 | Mechanics Bank Trust Department | 93,546 | $6.4M | 0.8% | 0.5% | +11.2% |
| 25 | Abundance Wealth Counselors | 91,006 | $6.2M | 0.4% | 0.5% | +45.2% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.