Who owns Fidelity Low Duration Bond Factor ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FLDR from SEC Form 13F filings across 120 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, 120 institutions disclosed 19.6M shares of Fidelity Low Duration Bond Factor ETF worth $984.6M — about 60.9% of shares outstanding; the largest disclosed holder is FMR LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
120
13F holders
$984.6M
value, 2026 filers
60.9%
of shares outstanding (19.6M sh)
16
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 FLDR's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | 8.9M | $444.6M | 0.0% | 27.5% | +92260.6% |
| 2 | WELLS FARGO & COMPANY/MN | 1.2M | $62.4M | 0.0% | 3.9% | +15.8% |
| 3 | RAYMOND JAMES FINANCIAL INC | 890,174 | $44.6M | 0.0% | 2.8% | +2.2% |
| 4 | Athena Wealth Management, LLC | 812,484 | $40.7M | 30.3% | 2.5% | +9.9% |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 689,383 | $34.5M | 0.0% | 2.1% | -18.3% |
| 6 | LPL Financial LLC | 525,613 | $26.3M | 0.0% | 1.6% | +1.4% |
| 7 | AE Wealth Management LLC | 454,714 | $22.8M | 0.1% | 1.4% | +6.4% |
| 8 | Kestra Advisory Services, LLC | 406,348 | $20.4M | 0.1% | 1.3% | +34.5% |
| 9 | BANK OF AMERICA CORP /DE/ | 309,601 | $15.5M | 0.0% | 1% | -5.0% |
| 10 | WEALTH MANAGEMENT RESOURCES, INC.NEW | 304,171 | $15.2M | 4.7% | 0.9% | new |
| 11 | MML INVESTORS SERVICES, LLC | 297,206 | $14.9M | 0.0% | 0.9% | +15.9% |
| 12 | JANE STREET GROUP, LLC | 295,935 | $14.8M | 0.0% | 0.9% | +360.3% |
| 13 | OSAIC HOLDINGS, INC. | 246,964 | $12.4M | 0.0% | 0.8% | +49.7% |
| 14 | MORGAN STANLEY | 241,780 | $12.1M | 0.0% | 0.7% | -31.2% |
| 15 | Stratos Wealth Partners, LTD. | 225,336 | $11.3M | 0.1% | 0.7% | +2038.1% |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 207,532 | $10.4M | 0.0% | 0.6% | +9.8% |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 206,400 | $10.3M | 0.0% | 0.6% | +40771.3% |
| 18 | Sowell Financial Services LLC | 185,411 | $9.3M | 0.3% | 0.6% | +24.8% |
| 19 | WealthTrust Axiom LLC | 185,258 | $9.3M | 2.1% | 0.6% | +4.9% |
| 20 | Koshinski Asset Management, Inc. | 180,663 | $9.1M | 0.5% | 0.6% | +2.7% |
| 21 | UBS Group AG | 153,932 | $7.7M | 0.0% | 0.5% | -4.8% |
| 22 | Financially Speaking Inc | 150,614 | $7.5M | 36.6% | 0.5% | 0.0% |
| 23 | TABLEAUX LLC | 136,677 | $6.8M | 2.9% | 0.4% | +3.3% |
| 24 | RCS Financial Planning, LLC | 125,130 | $6.3M | 3.0% | 0.4% | +1.8% |
| 25 | Arete Wealth Advisors, LLC | 119,876 | $6.0M | 0.4% | 0.4% | -0.5% |
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.