Fidelity Low Volat Fact ETFFDLOETF
13F holders, Q2 2025 (June 30)157holders +17
22new positions
6sold out
1famous investor
$62.78avg. 13F price*
At the end of Q2 2025, 157 institutions reported holding Fidelity Low Volat Fact ETF (FDLO) in their 13F filings, up 17 from Q1 2025. 22 opened new positions and 6 sold out. The largest holders were FMR LLC ($498.3M), Commonwealth Equity Services, LLC ($46.9M) and Envestnet Asset Management Inc. ($34.9M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $4.9M |
| Exits | 6 | $13.9M |
All 13F filers, Q1 2025 → Q2 2025: 336,072 shares bought and 3,070,594 shares sold, net −2,734,522 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 157 holders
| FMR LLC | 0.03% | Reduce -23.1% | 7,934,912 | $498.3M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -1.1% | 747,249 | $46.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -9.3% | 555,092 | $34.9M |
| Bank of America Corp. | 0.00% | Add +9.5% | 443,513 | $27.9M |
| Kestra Advisory Services, LLC | 0.11% | Add +7.3% | 346,284 | $21.7M |
| Campbell Deegan Wealth Management, LLC | 19.46% | Add +3.1% | 314,733 | $19.8M |
| Corient Private Wealth LP | 0.02% | Add +0.3% | 236,209 | $14.8M |
| Segall Bryant & Hamill, LLC | 0.20% | Reduce -2.9% | 227,641 | $14.3M |
| LPL Financial LLC | 0.00% | Reduce -10.0% | 177,522 | $11.1M |
| NewEdge Advisors, LLC | 0.06% | Add +49.5% | 176,211 | $11.1M |
| Cetera Investment Advisers | 0.02% | Add +2.6% | 172,247 | $10.8M |
| Running Point Capital Advisors, LLC | 2.88% | Add +1.4% | 165,902 | $10.4M |
| Ameritas Advisory Services, LLC | 0.43% | Reduce -49.0% | 130,449 | $8.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -22.5% | 118,808 | $7.5M |
| GFG Capital, LLC | 2.22% | Reduce -7.4% | 118,446 | $7.4M |
| Lido Advisors, LLC | 0.04% | Reduce -7.9% | 115,900 | $7.3M |
| Raymond James Financial Inc. | 0.00% | Add +1.8% | 104,585 | $6.6M |
| Howard Capital Management, LLC | 0.08% | Add +91.5% | 80,838 | $5.1M |
| Exencial Wealth Advisors, LLC | 0.17% | Reduce -7.4% | 78,286 | $4.9M |
| Morgan Stanley | 0.00% | Reduce -28.3% | 77,179 | $4.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.6% | 76,116 | $4.8M |
| Abundance Wealth Counselors | 0.88% | Reduce -5.7% | 79,114 | $4.7M |
| Foundations Investment Advisors, LLC | 0.07% | Add +12.9% | 74,355 | $4.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.7% | 73,927 | $4.6M |
| Mechanics Bank Trust Department | 0.66% | Add +17.9% | 73,282 | $4.6M |
| AE Wealth Management LLC | 0.03% | Reduce -6.5% | 70,575 | $4.4M |
| Royal Bank of Canada | 0.00% | Reduce -53.2% | 51,430 | $3.2M |
| Stifel Financial Corp. | 0.00% | Add +4.4% | 49,645 | $3.1M |
| Citadel Advisors | 0.00% | Add +159.6% | 49,455 | $3.1M |
| Weaver Consulting Group | 0.76% | Reduce -1.0% | 43,877 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -3.8% | 41,154 | $2.6M |
| Advisors Capital Management, LLC | 0.03% | Reduce -2.4% | 34,774 | $2.2M |
| Capital Analysts, LLC | 0.07% | Add +1.9% | 33,953 | $2.1M |
| Tyler-Stone Wealth Management | 0.34% | Reduce -0.8% | 33,877 | $2.1M |
| Tempus Wealth Planning, LLC | 0.43% | Add +0.3% | 27,794 | $1.7M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +6.3% | 26,095 | $1.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -12.4% | 25,113 | $1.6M |
| Argent Trust Co | 0.05% | Reduce -5.0% | 22,759 | $1.4M |
| Sequent Asset Management, LLC | 1.14% | No change | 22,710 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | New | 21,833 | $1.4M |
| Asset Allocation Strategies LLC | 0.30% | Reduce -31.7% | 21,830 | $1.4M |
| Rehmann Capital Advisory Group | 0.08% | Add +0.0% | 20,897 | $1.3M |
| Nvwm, LLC | 0.30% | Add +5.9% | 19,688 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -20.5% | 16,987 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +14.8% | 15,777 | $991K |
| Jane Street Group, LLC | 0.00% | Add +4.8% | 15,034 | $944K |
| Westside Investment Management, Inc. | 0.17% | Add +0.1% | 14,750 | $926K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -67.8% | 14,634 | $919K |
| Strategic Blueprint, LLC | 0.04% | New | 14,494 | $910K |
| Pallas Capital Advisors LLC | 0.03% | Add +3.0% | 14,128 | $887K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -9.1% | 12,986 | $816K |
| Avantax Advisory Services, Inc. | 0.00% | Add +1.1% | 12,509 | $786K |
| Advisory Services Network, LLC | 0.01% | Reduce -0.2% | 11,103 | $701K |
| Security Financial Services, INC. | 0.12% | New | 11,004 | $691K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +2350.7% | 10,881 | $683K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +0.2% | 10,068 | $632K |
| AllSquare Wealth Management LLC | 0.35% | No change | 9,933 | $624K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -0.3% | 9,666 | $607K |
| Buttonwood Financial Group, LLC | 0.29% | Add +2.9% | 9,157 | $579K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -8.9% | 8,955 | $562K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -8.7% | 8,861 | $556K |
| Brookstone Capital Management | 0.01% | Add +10.5% | 8,581 | $539K |
| Snider Financial Group | 0.15% | Reduce -12.5% | 8,542 | $536K |
| OmniStar Financial Group, Inc. | 0.40% | Add +0.4% | 8,493 | $533K |
| Sigma Planning Corp | 0.02% | Add +8.5% | 8,279 | $520K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +6.7% | 8,249 | $518K |
| Creative Planning | 0.00% | Add +6.1% | 8,196 | $515K |
| Integrated Wealth Concepts LLC | 0.01% | Add +1.0% | 8,153 | $512K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -13.8% | 7,834 | $492K |
| Strategic Advocates LLC | 0.15% | New | 7,779 | $489K |
| Integrated Advisors Network LLC | 0.02% | Reduce -30.1% | 7,603 | $477K |
| Regatta Capital Group, LLC | 0.08% | New | 7,578 | $476K |
| Betterment LLC | 0.00% | Reduce -2.2% | 7,494 | $471K |
| MML Investors Services, LLC | 0.00% | Reduce -36.7% | 6,641 | $417K |
| Mariner, LLC | 0.00% | Add +16.3% | 6,607 | $415K |
| Silver Oak Securities, Incorporated | 0.03% | Add +0.1% | 6,374 | $400K |
| Cresset Asset Management, LLC | 0.00% | Reduce -0.0% | 6,304 | $396K |
| Unified Investment Management | 0.41% | No change | 6,150 | $386K |
| Aptus Capital Advisors, LLC | 0.00% | Add +88.9% | 6,024 | $378K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -46.6% | 6,126 | $371K |
| Valley Financial Group, Inc. | 0.21% | Reduce -0.6% | 5,554 | $349K |
| Samalin Investment Counsel, LLC | 0.13% | Add +0.1% | 5,494 | $345K |
| Stonebridge Financial Planning Group, LLC | 0.14% | No change | 5,250 | $330K |
| Destiny Wealth Partners, LLC | 0.04% | No change | 5,169 | $325K |
| Sovereign Financial Group, Inc. | 0.07% | Add +0.4% | 5,057 | $318K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +1.7% | 5,043 | $317K |
| Private Advisor Group, LLC | 0.00% | Reduce -16.4% | 5,014 | $315K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -0.4% | 4,928 | $309K |
| ARS Wealth Advisors Group, LLC | 0.03% | Add +0.4% | 4,727 | $297K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -5.9% | 4,604 | $289K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -5.8% | 4,035 | $253K |
| Carnegie Investment Counsel | 0.00% | No change | 3,912 | $246K |
| Ascent Group, LLC | 0.01% | Reduce -0.4% | 3,674 | $231K |
| JB Capital LLC | 0.01% | Add +2.0% | 3,594 | $226K |
| Equitable Holdings, Inc. | 0.00% | Add +8.0% | 3,587 | $225K |
| Hoxton Planning & Management, LLC | 0.08% | No change | 3,561 | $224K |
| Aviance Capital Partners, LLC | 0.03% | No change | 3,546 | $223K |
| RMR Wealth Builders | 0.02% | Reduce -7.0% | 3,540 | $222K |
| AMG National Trust Bank | 0.01% | Add +0.2% | 3,518 | $221K |
| IFP Advisors, Inc | 0.01% | Add +14.4% | 3,511 | $220K |
"% 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.