Fidelity Low Volat Fact ETFFDLOETF
13F holders, Q1 2025 (March 31)140holders
17new positions
16sold out
1famous investor
$60.62avg. 13F price*
At the end of Q1 2025, 140 institutions reported holding Fidelity Low Volat Fact ETF (FDLO) in their 13F filings, unchanged from Q4 2024. 17 opened new positions and 16 sold out. The largest holders were FMR LLC ($625.5M), Commonwealth Equity Services, LLC ($45.8M) and Envestnet Asset Management Inc. ($37.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fidelity Low Volat Fact ETF
- CUSIP
- 316092824
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $5.2M |
| Exits | 16 | $3.9M |
All 13F filers, Q4 2024 → Q1 2025: 543,959 shares bought and 345,792 shares sold, net +198,167 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 140 holders
| FMR LLC | 0.04% | Add +0.3% | 10,318,153 | $625.5M |
| Commonwealth Equity Services, LLC | 0.06% | Add +1.0% | 755,697 | $45.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.3% | 611,643 | $37.1M |
| Bank of America Corp. | 0.00% | Add +2.9% | 404,891 | $24.5M |
| Kestra Advisory Services, LLC | 0.09% | Reduce -1.8% | 322,675 | $19.6M |
| Campbell Deegan Wealth Management, LLC | 21.29% | Add +5.8% | 305,328 | $18.5M |
| Ameritas Advisory Services, LLC | 0.63% | Reduce -2.4% | 255,706 | $15.5M |
| Corient Private Wealth LP | 0.02% | Reduce -11.5% | 235,527 | $14.3M |
| Segall Bryant & Hamill, LLC | 0.22% | Reduce -11.1% | 234,546 | $14.2M |
| LPL Financial LLC | 0.00% | Add +17.5% | 197,160 | $12.0M |
| Cetera Investment Advisers | 0.02% | Add +15.6% | 167,954 | $10.2M |
| Running Point Capital Advisors, LLC | 3.15% | Add +2.0% | 163,684 | $9.9M |
| Osaic Holdings, Inc. | 0.02% | Add +30.8% | 153,362 | $9.3M |
| GFG Capital, LLC | 2.38% | Reduce -21.4% | 127,895 | $7.8M |
| Lido Advisors, LLC | 0.05% | Reduce -3.4% | 125,840 | $7.6M |
| NewEdge Advisors, LLC | 0.04% | Add +15.0% | 117,894 | $7.1M |
| Thrivent Financial for Lutherans | 0.02% | No change | 111,638 | $7.0M |
| Royal Bank of Canada | 0.00% | Add +104.7% | 109,915 | $6.7M |
| Morgan Stanley | 0.00% | Add +0.9% | 107,671 | $6.5M |
| Raymond James Financial Inc. | 0.00% | Add +0.6% | 102,697 | $6.2M |
| Two Sigma Investments, LP | 0.01% | Add +12.2% | 93,700 | $5.7M |
| Exencial Wealth Advisors, LLC | 0.19% | Reduce -0.7% | 84,548 | $5.1M |
| Abundance Wealth Counselors | 1.03% | Reduce -56.9% | 83,854 | $4.9M |
| JPMorgan Chase & Co. | 0.00% | Add +14.3% | 78,962 | $4.8M |
| AE Wealth Management LLC | 0.04% | Add +12.8% | 75,483 | $4.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +1088.1% | 74,421 | $4.5M |
| Foundations Investment Advisors, LLC | 0.07% | Add +282.1% | 65,871 | $4.0M |
| Mechanics Bank Trust Department | 0.51% | Reduce -0.8% | 62,171 | $3.8M |
| Stifel Financial Corp. | 0.00% | Add +9.1% | 47,556 | $2.9M |
| Rockefeller Capital Management L.P. | 0.01% | Add +9.9% | 45,435 | $2.8M |
| Weaver Consulting Group | 0.81% | Reduce -0.9% | 44,312 | $2.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -24.3% | 42,786 | $2.6M |
| Howard Capital Management, LLC | 0.06% | Add +30.4% | 42,217 | $2.6M |
| Advisors Capital Management, LLC | 0.03% | Reduce -2.5% | 35,643 | $2.2M |
| Tyler-Stone Wealth Management | 0.37% | Add +0.1% | 34,159 | $2.1M |
| Capital Analysts, LLC | 0.08% | Reduce -6.6% | 33,319 | $2.0M |
| Asset Allocation Strategies LLC | 0.48% | Reduce -7.4% | 31,972 | $1.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.3% | 28,680 | $1.7M |
| Tempus Wealth Planning, LLC | 0.50% | No change | 27,700 | $1.7M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +20.5% | 24,549 | $1.5M |
| Argent Trust Co | 0.06% | Reduce -12.4% | 23,964 | $1.5M |
| Sequent Asset Management, LLC | 0.77% | No change | 22,710 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.3% | 21,361 | $1.3M |
| Rehmann Capital Advisory Group | 0.08% | No change | 20,896 | $1.3M |
| Citadel Advisors | 0.00% | New | 19,050 | $1.2M |
| Nvwm, LLC | 0.30% | Add +1.9% | 18,584 | $1.1M |
| Westside Investment Management, Inc. | 0.19% | Reduce -6.1% | 14,730 | $893K |
| Jane Street Group, LLC | 0.00% | New | 14,342 | $869K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +0.0% | 14,280 | $866K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -5.2% | 13,738 | $833K |
| Pallas Capital Advisors LLC | 0.03% | Add +1.7% | 13,721 | $832K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -1.3% | 12,375 | $750K |
| Sunbelt Securities, Inc. | 0.06% | Add +87.1% | 11,464 | $695K |
| Advisory Services Network, LLC | 0.01% | Reduce -19.9% | 11,129 | $675K |
| GWN Securities Inc. | 0.04% | New | 11,055 | $670K |
| Integrated Advisors Network LLC | 0.03% | New | 10,880 | $660K |
| MML Investors Services, LLC | 0.00% | Reduce -3.9% | 10,489 | $636K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +48.9% | 10,044 | $609K |
| AllSquare Wealth Management LLC | 0.36% | No change | 9,933 | $602K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -6.0% | 9,831 | $596K |
| Snider Financial Group | 0.19% | Reduce -2.1% | 9,758 | $592K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +26.3% | 9,702 | $588K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +24.2% | 9,695 | $588K |
| Mercer Global Advisors Inc. | 0.00% | Add +78.0% | 9,088 | $551K |
| Empowered Funds, LLC | 0.01% | New | 8,624 | $523K |
| OmniStar Financial Group, Inc. | 0.41% | Add +109.9% | 8,458 | $516K |
| Buttonwood Financial Group, LLC | 0.30% | New | 8,901 | $508K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.2% | 8,075 | $490K |
| UBS Group AG | 0.00% | Add +179.3% | 7,823 | $474K |
| Brookstone Capital Management | 0.01% | Add +1.8% | 7,765 | $471K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +156.3% | 7,734 | $469K |
| Creative Planning | 0.00% | Add +127.0% | 7,728 | $468K |
| Betterment LLC | 0.00% | Reduce -0.2% | 7,666 | $465K |
| Sigma Planning Corp | 0.01% | Add +10.3% | 7,629 | $462K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -78.6% | 6,371 | $383K |
| Cresset Asset Management, LLC | 0.00% | No change | 6,305 | $382K |
| Unified Investment Management | 0.44% | No change | 6,150 | $373K |
| Private Advisor Group, LLC | 0.00% | Add +3.6% | 5,994 | $363K |
| Mariner, LLC | 0.00% | Add +6.3% | 5,682 | $344K |
| Valley Financial Group, Inc. | 0.22% | Add +5.3% | 5,588 | $339K |
| Samalin Investment Counsel, LLC | 0.14% | Reduce -42.7% | 5,491 | $333K |
| Stonebridge Financial Planning Group, LLC | 0.15% | No change | 5,250 | $318K |
| Destiny Wealth Partners, LLC | 0.05% | No change | 5,169 | $313K |
| Sovereign Financial Group, Inc. | 0.07% | Add +0.4% | 5,038 | $305K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 4,960 | $301K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -1.1% | 4,946 | $300K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -7.0% | 4,893 | $297K |
| ARS Wealth Advisors Group, LLC | 0.04% | Reduce -1.3% | 4,710 | $286K |
| Absolute Capital Management, LLC | 0.16% | Add +0.1% | 4,663 | $283K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +16.4% | 4,283 | $260K |
| Cerity Partners LLC | 0.00% | Add +9.6% | 4,143 | $251K |
| RMR Wealth Builders | 0.02% | Add +0.2% | 3,806 | $231K |
| Ascent Group, LLC | 0.01% | New | 3,690 | $224K |
| Carnegie Investment Counsel | 0.01% | No change | 3,912 | $216K |
| Hoxton Planning & Management, LLC | 0.08% | Add +3.5% | 3,561 | $216K |
| Aviance Capital Partners, LLC | 0.03% | No change | 3,546 | $215K |
| JB Capital LLC | 0.01% | Add +1.2% | 3,523 | $214K |
| AMG National Trust Bank | 0.01% | Add +0.2% | 3,510 | $213K |
| Equitable Holdings, Inc. | 0.00% | New | 3,320 | $201K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.3% | 3,189 | $193K |
| Darwin Wealth Management, LLC | 0.06% | No change | 3,144 | $191K |
| IFP Advisors, Inc | 0.01% | No change | 3,068 | $186K |
| Provident Wealth Management, LLC | 0.06% | No change | 2,886 | $175K |
| Key Financial Inc | 0.03% | No change | 2,427 | $147K |
| Clarity Asset Management, Inc. | 0.09% | Add +0.4% | 2,220 | $135K |
| Arax Advisory Partners | 0.01% | Add +0.4% | 1,810 | $110K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -2.8% | 1,280 | $78K |
| Harbour Investments, Inc. | 0.00% | No change | 1,215 | $74K |
| Wells Fargo & Company | 0.00% | Reduce -34.3% | 1,142 | $69K |
| Private Wealth Asset Management, LLC | 0.01% | — | 1,050 | $64K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.4% | 991 | $60K |
| Truvestments Capital LLC | 0.01% | No change | 800 | $48K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +5.2% | 444 | $27K |
| Comerica Bank | 0.00% | No change | 394 | $24K |
| Roxbury Financial LLC | 0.02% | Add +108.8% | 357 | $22K |
| Farther Finance Advisors, LLC | 0.00% | No change | 365 | $22K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 360 | $22K |
| Sound Income Strategies, LLC | 0.00% | No change | 337 | $20K |
| Sandy Spring Bank | 0.00% | New | 291 | $18K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 278 | $17K |
| Cwm, LLC | 0.00% | Add +5.0% | 210 | $13K |
| Principal Securities, Inc. | 0.00% | No change | 208 | $13K |
| Allworth Financial LP | 0.00% | Add +338.3% | 206 | $12K |
| GAMMA Investing LLC | 0.00% | No change | 192 | $12K |
| MAI Capital Management | 0.00% | Reduce -22.3% | 185 | $11K |
| Transce3nd, LLC | 0.00% | New | 133 | $8K |
| US Bancorp \de | 0.00% | Reduce -49.8% | 129 | $8K |
| AdvisorNet Financial, Inc | 0.00% | New | 106 | $6K |
| Bank of Montreal | 0.00% | No change | 65 | $4K |
| Semmax Financial Advisors Inc. | 0.00% | New | 55 | $3K |
| Assetmark, Inc. | 0.00% | New | 48 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 33 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -76.4% | 25 | $2K |
| Spire Wealth Management | 0.00% | No change | 16 | $970 |
| Capital A Wealth Management, LLC | 0.00% | No change | 14 | $849 |
| Luminist Capital LLC | 0.00% | No change | 13 | $789 |
| Asset Dedication, LLC | 0.00% | No change | 11 | $667 |
| Glassman Wealth Services | 0.00% | No change | 11 | $667 |
| CIBC Private Wealth Group LLC | 0.00% | New | 6 | $327 |
| Logan Capital Management Inc. | 0.00% | No change | 3 | $182 |
"% of holder's portfolio" is FDLO's weight in each manager's 13F, not the share of Fidelity Low Volat Fact ETF the manager owns.