Fidelity Low Volat Fact ETFFDLOETF
13F holders, Q3 2025 (September 30)153holders −4
15new positions
14sold out
1famous investor
$65.87avg. 13F price*
At the end of Q3 2025, 153 institutions reported holding Fidelity Low Volat Fact ETF (FDLO) in their 13F filings, down 4 from Q2 2025. 15 opened new positions and 14 sold out. The largest holders were FMR LLC ($611.7M), Commonwealth Equity Services, LLC ($48.3M) and Envestnet Asset Management Inc. ($32.9M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $8.9M |
| Exits | 14 | $3.0M |
All 13F filers, Q2 2025 → Q3 2025: 1,916,957 shares bought and 351,698 shares sold, net +1,565,259 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 153 holders
| FMR LLC | 0.03% | Add +17.0% | 9,286,990 | $611.7M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -1.9% | 733,056 | $48.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -10.0% | 499,357 | $32.9M |
| Bank of America Corp. | 0.00% | Add +8.5% | 481,167 | $31.7M |
| LPL Financial LLC | 0.01% | Add +106.0% | 365,714 | $24.1M |
| Kestra Advisory Services, LLC | 0.10% | Reduce -5.1% | 328,722 | $21.7M |
| Campbell Deegan Wealth Management, LLC | 18.79% | Add +1.5% | 319,410 | $21.0M |
| Corient Private Wealth LP | 0.02% | Reduce -5.0% | 224,377 | $14.8M |
| Segall Bryant & Hamill, LLC | 0.19% | Reduce -5.8% | 214,541 | $14.1M |
| Cetera Investment Advisers | 0.02% | Add +17.3% | 202,006 | $13.3M |
| NewEdge Advisors, LLC | 0.05% | Reduce -0.6% | 175,181 | $11.5M |
| Running Point Capital Advisors, LLC | 3.07% | Add +4.9% | 174,050 | $11.5M |
| Osaic Holdings, Inc. | 0.01% | Add +9.1% | 129,599 | $8.5M |
| Raymond James Financial Inc. | 0.00% | Add +21.7% | 127,285 | $8.4M |
| Howard Capital Management, LLC | 0.11% | Add +54.5% | 124,883 | $8.2M |
| GFG Capital, LLC | 2.69% | No change | 118,446 | $7.8M |
| Lido Advisors, LLC | 0.03% | Add +0.0% | 115,914 | $7.6M |
| Ameritas Advisory Services, LLC | 0.49% | Reduce -13.7% | 112,589 | $7.4M |
| AE Wealth Management LLC | 0.04% | Add +21.1% | 85,450 | $5.6M |
| Foundations Investment Advisors, LLC | 0.08% | Add +8.8% | 80,915 | $5.3M |
| Exencial Wealth Advisors, LLC | 0.17% | Add +3.0% | 80,645 | $5.3M |
| Mechanics Bank Trust Department | 0.73% | Add +7.1% | 78,488 | $5.2M |
| Two Sigma Investments, LP | 0.01% | New | 77,900 | $5.1M |
| Abundance Wealth Counselors | 0.76% | Reduce -14.6% | 67,575 | $4.5M |
| Morgan Stanley | 0.00% | Reduce -14.1% | 66,323 | $4.4M |
| Royal Bank of Canada | 0.00% | Add +4.2% | 53,562 | $3.5M |
| Stifel Financial Corp. | 0.00% | Add +4.1% | 51,683 | $3.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -32.9% | 49,625 | $3.3M |
| Weaver Consulting Group | 0.73% | Reduce -1.4% | 43,277 | $2.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.5% | 40,536 | $2.7M |
| Advisors Capital Management, LLC | 0.03% | Add +2.0% | 35,480 | $2.3M |
| Capital Analysts, LLC | 0.07% | Add +4.0% | 35,308 | $2.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -59.1% | 31,134 | $2.1M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +3.9% | 27,106 | $1.8M |
| Tempus Wealth Planning, LLC | 0.40% | Reduce -4.7% | 26,494 | $1.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -7.1% | 23,324 | $1.5M |
| Argent Trust Co | 0.05% | Reduce -0.4% | 22,674 | $1.5M |
| Rehmann Capital Advisory Group | 0.08% | No change | 20,897 | $1.4M |
| Strategic Blueprint, LLC | 0.06% | Add +40.0% | 20,287 | $1.3M |
| Nvwm, LLC | 0.29% | Add +0.2% | 19,719 | $1.3M |
| Sequent Asset Management, LLC | 0.58% | Reduce -18.5% | 18,510 | $1.2M |
| Hershey Financial Advisers, LLC | 1.04% | New | 18,350 | $1.2M |
| Asset Allocation Strategies LLC | 0.23% | Reduce -18.7% | 17,738 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -5.8% | 16,002 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +45.1% | 15,787 | $1.0M |
| Smart Money Group LLC | 0.30% | New | 15,538 | $1.0M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +49.0% | 15,002 | $993K |
| Pallas Capital Advisors LLC | 0.04% | Add +2.1% | 14,430 | $950K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -9.7% | 13,221 | $871K |
| Westside Investment Management, Inc. | 0.13% | Reduce -13.1% | 12,820 | $844K |
| Integrated Advisors Network LLC | 0.04% | Add +68.2% | 12,791 | $843K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +152.6% | 12,739 | $839K |
| Security Financial Services, INC. | 0.13% | Add +11.3% | 12,249 | $807K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -8.8% | 11,842 | $780K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -28.5% | 11,275 | $743K |
| Advisory Services Network, LLC | 0.01% | Reduce -4.2% | 10,636 | $701K |
| AllSquare Wealth Management LLC | 0.35% | No change | 9,933 | $654K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -1.1% | 9,563 | $630K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +14.4% | 9,439 | $622K |
| OmniStar Financial Group, Inc. | 0.37% | Add +8.4% | 9,210 | $607K |
| Buttonwood Financial Group, LLC | 0.26% | Reduce -0.8% | 9,082 | $600K |
| Cary Street Partners Financial LLC | 0.02% | Add +0.7% | 9,016 | $594K |
| Brookstone Capital Management | 0.01% | Reduce -0.2% | 8,565 | $564K |
| Creative Planning | 0.00% | Add +0.7% | 8,257 | $544K |
| Snider Financial Group | 0.15% | Reduce -3.7% | 8,223 | $542K |
| Sigma Planning Corp | 0.02% | Reduce -1.4% | 8,165 | $538K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.1% | 8,162 | $538K |
| Strategic Advocates LLC | 0.13% | Add +0.5% | 7,817 | $515K |
| Bank of New York Mellon Corp | 0.00% | New | 7,703 | $507K |
| Regatta Capital Group, LLC | 0.08% | No change | 7,578 | $499K |
| Mariner, LLC | 0.00% | Add +13.9% | 7,525 | $496K |
| Westbourne Investments, Inc. | 0.23% | New | 7,289 | $480K |
| Betterment LLC | 0.00% | Reduce -4.0% | 7,193 | $474K |
| Savvy Advisors, Inc. | 0.02% | Add +116.1% | 7,195 | $474K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -9.0% | 7,130 | $470K |
| Silver Oak Securities, Incorporated | 0.03% | Add +9.0% | 6,947 | $458K |
| Cresset Asset Management, LLC | 0.00% | No change | 6,304 | $415K |
| Stonebridge Financial Planning Group, LLC | 0.15% | Add +19.1% | 6,250 | $412K |
| Unified Investment Management | 0.40% | No change | 6,150 | $405K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +42.5% | 5,750 | $379K |
| Valley Financial Group, Inc. | 0.21% | Add +1.9% | 5,660 | $373K |
| Samalin Investment Counsel, LLC | 0.13% | Add +0.3% | 5,512 | $363K |
| Destiny Wealth Partners, LLC | 0.04% | No change | 5,169 | $340K |
| Sovereign Financial Group, Inc. | 0.06% | Add +0.3% | 5,074 | $334K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +0.5% | 4,950 | $326K |
| ARS Wealth Advisors Group, LLC | 0.03% | Add +0.3% | 4,741 | $312K |
| MML Investors Services, LLC | 0.00% | Reduce -29.2% | 4,701 | $310K |
| Private Advisor Group, LLC | 0.00% | Reduce -6.5% | 4,688 | $309K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -0.1% | 4,600 | $303K |
| Farther Finance Advisors, LLC | 0.00% | Add +936.5% | 4,519 | $298K |
| Ascent Group, LLC | 0.01% | Add +13.6% | 4,172 | $275K |
| Citadel Advisors | 0.00% | Reduce -91.6% | 4,151 | $273K |
| GTS Securities LLC | 0.01% | New | 4,127 | $272K |
| Equitable Holdings, Inc. | 0.00% | Add +14.0% | 4,088 | $269K |
| Cerity Partners LLC | 0.00% | Add +12.7% | 3,957 | $261K |
| Carnegie Investment Counsel | 0.00% | No change | 3,912 | $258K |
| JB Capital LLC | 0.01% | Add +0.2% | 3,602 | $237K |
| Hoxton Planning & Management, LLC | 0.08% | No change | 3,561 | $235K |
| Aviance Capital Partners, LLC | 0.03% | No change | 3,546 | $234K |
| AMG National Trust Bank | 0.01% | Add +0.2% | 3,526 | $232K |
| Citizens Financial Group Inc. | 0.00% | No change | 3,461 | $228K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -45.4% | 3,289 | $217K |
| RMR Wealth Builders | 0.02% | Reduce -8.9% | 3,225 | $212K |
| IFP Advisors, Inc | 0.01% | Reduce -8.9% | 3,200 | $211K |
| Sovran Advisors, LLC | 0.02% | New | 3,122 | $206K |
| Darwin Wealth Management, LLC | 0.06% | Add +0.2% | 3,075 | $203K |
| Provident Wealth Management, LLC | 0.06% | No change | 2,886 | $190K |
| UBS Group AG | 0.00% | Add +9.1% | 2,876 | $189K |
| Roxbury Financial LLC | 0.15% | Add +15.5% | 2,453 | $162K |
| Key Financial Inc | 0.03% | No change | 2,427 | $160K |
| Wells Fargo & Company | 0.00% | Reduce -2.7% | 2,322 | $153K |
| Clarity Asset Management, Inc. | 0.08% | Add +0.4% | 2,236 | $147K |
| Global Retirement Partners, LLC | 0.00% | Add +0.3% | 2,166 | $143K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -66.6% | 2,046 | $135K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 1,050 | $69K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +0.4% | 998 | $66K |
| MTM Investment Management, LLC | 0.02% | No change | 919 | $61K |
| Truvestments Capital LLC | 0.01% | No change | 800 | $53K |
| Cwm, LLC | 0.00% | Add +11.9% | 783 | $52K |
| Parallel Advisors, LLC | 0.00% | New | 688 | $45K |
| Abound Wealth Management | 0.01% | No change | 529 | $35K |
| MAI Capital Management | 0.00% | Add +58.7% | 419 | $28K |
| Allworth Financial LP | 0.00% | Add +460.8% | 415 | $27K |
| Comerica Bank | 0.00% | No change | 394 | $26K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 360 | $24K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 291 | $19K |
| Blue Trust, Inc. | 0.00% | Reduce -73.5% | 284 | $19K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 278 | $18K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +2350.0% | 245 | $16K |
| Root Financial Partners, LLC | 0.00% | New | 202 | $13K |
| Concord Wealth Partners | 0.00% | No change | 193 | $13K |
| GAMMA Investing LLC | 0.00% | No change | 192 | $13K |
| Assetmark, Inc. | 0.00% | No change | 143 | $9K |
| Principal Securities, Inc. | 0.00% | No change | 130 | $9K |
| US Bancorp \de | 0.00% | Add +0.8% | 121 | $8K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 108 | $7K |
| AdvisorNet Financial, Inc | 0.00% | No change | 106 | $7K |
| Spire Wealth Management | 0.00% | Add +531.3% | 101 | $7K |
| Harbour Investments, Inc. | 0.00% | Reduce -13.5% | 83 | $5K |
| Bank of Montreal | 0.00% | No change | 65 | $4K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | New | 50 | $3K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 44 | $3K |
| Bell Investment Advisors, Inc | 0.00% | New | 39 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 33 | $2K |
| CIBC Private Wealth Group LLC | 0.00% | Add +400.0% | 30 | $2K |
| Russell Investments Group, Ltd. | 0.00% | No change | 26 | $2K |
| JPL Wealth Management, LLC | 0.00% | New | 23 | $2K |
| BlackRock, Inc. | 0.00% | New | 20 | $1K |
| Oakworth Capital, Inc. | 0.00% | New | 16 | $1K |
| Sound Income Strategies, LLC | 0.00% | No change | 14 | $921 |
| Luminist Capital LLC | 0.00% | No change | 13 | $857 |
| Dogwood Wealth Management LLC | 0.00% | No change | 6 | $395 |
| Logan Capital Management Inc. | 0.00% | No change | 3 | $198 |
"% 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.