Fidelity Low Volat Fact ETFFDLOETF
13F holders, Q4 2025 (December 31)167holders +14
25new positions
15sold out
1famous investor
$66.75avg. 13F price*
At the end of Q4 2025, 167 institutions reported holding Fidelity Low Volat Fact ETF (FDLO) in their 13F filings, up 14 from Q3 2025. 25 opened new positions and 15 sold out. The largest holders were FMR LLC ($672.8M), Commonwealth Equity Services, LLC ($47.5M) and Envestnet Asset Management Inc. ($33.7M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $18.3M |
| Exits | 15 | $2.7M |
All 13F filers, Q3 2025 → Q4 2025: 1,610,650 shares bought and 495,377 shares sold, net +1,115,273 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 167 holders
| FMR LLC | 0.03% | Add +8.5% | 10,079,498 | $672.8M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -2.9% | 711,642 | $47.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.1% | 504,770 | $33.7M |
| LPL Financial LLC | 0.01% | Add +10.5% | 404,099 | $27.0M |
| Campbell Deegan Wealth Management, LLC | 17.80% | Add +3.4% | 330,360 | $22.1M |
| Bank of America Corp. | 0.00% | Reduce -33.4% | 320,500 | $21.4M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -25.6% | 244,592 | $16.3M |
| Cetera Investment Advisers | 0.02% | Add +19.4% | 241,166 | $16.1M |
| Howard Capital Management, LLC | 0.20% | Add +86.8% | 233,344 | $15.6M |
| Corient Private Wealth LP | 0.02% | Reduce -4.8% | 213,558 | $14.4M |
| Segall Bryant & Hamill, LLC | 0.18% | Reduce -5.0% | 203,753 | $13.6M |
| Running Point Capital Advisors, LLC | 3.50% | Add +10.4% | 192,123 | $12.8M |
| Sykon Capital LLC | 3.76% | New | 175,471 | $11.7M |
| Royal Bank of Canada | 0.00% | Add +189.7% | 155,181 | $10.4M |
| Raymond James Financial Inc. | 0.00% | Add +11.2% | 141,514 | $9.4M |
| Osaic Holdings, Inc. | 0.01% | Add +0.4% | 130,116 | $8.7M |
| NewEdge Advisors, LLC | 0.03% | Reduce -28.3% | 125,636 | $8.4M |
| Alongside, LLC | 2.61% | — | 117,558 | $7.8M |
| AE Wealth Management LLC | 0.04% | Add +37.2% | 117,214 | $7.8M |
| Morgan Stanley | 0.00% | Add +75.2% | 116,170 | $7.8M |
| GFG Capital, LLC | 2.74% | Reduce -2.9% | 115,051 | $7.7M |
| Lido Advisors, LLC | 0.03% | Reduce 0.0% | 115,913 | $7.6M |
| Ameritas Advisory Services, LLC | 0.28% | Reduce -1.8% | 110,598 | $7.4M |
| Foundations Investment Advisors, LLC | 0.08% | Add +8.4% | 87,683 | $5.9M |
| Mechanics Bank Trust Department | 0.69% | Add +1.2% | 79,444 | $5.3M |
| Exencial Wealth Advisors, LLC | 0.17% | Reduce -1.8% | 79,225 | $5.3M |
| Abundance Wealth Counselors | 0.72% | Reduce -6.0% | 63,520 | $4.2M |
| Stifel Financial Corp. | 0.00% | Add +11.3% | 57,532 | $3.8M |
| Weaver Consulting Group | 0.70% | Reduce -0.3% | 43,159 | $2.9M |
| Jane Street Group, LLC | 0.00% | New | 40,103 | $2.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.8% | 39,418 | $2.6M |
| Advisors Capital Management, LLC | 0.03% | Reduce -1.1% | 35,109 | $2.3M |
| JPMorgan Chase & Co. | 0.00% | Add +8.3% | 33,726 | $2.3M |
| Capital Analysts, LLC | 0.06% | Reduce -4.5% | 33,732 | $2.3M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +13.7% | 30,806 | $2.1M |
| Silver Oak Securities, Incorporated | 0.12% | Add +274.4% | 26,009 | $1.7M |
| Tempus Wealth Planning, LLC | 0.39% | Reduce -3.0% | 25,694 | $1.7M |
| Strategic Blueprint, LLC | 0.10% | Add +25.1% | 25,388 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Add +92.0% | 25,384 | $1.7M |
| OmniStar Financial Group, Inc. | 0.96% | Add +166.4% | 24,540 | $1.6M |
| Two Sigma Investments, LP | 0.00% | Reduce -68.5% | 24,500 | $1.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.0% | 23,553 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | New | 23,330 | $1.6M |
| Argent Trust Co | 0.05% | Reduce -2.9% | 22,008 | $1.5M |
| Rehmann Capital Advisory Group | 0.07% | Add +0.5% | 20,997 | $1.4M |
| Nvwm, LLC | 0.28% | Reduce -0.9% | 19,542 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -61.0% | 19,360 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +47.2% | 18,747 | $1.3M |
| Sequent Asset Management, LLC | 0.55% | No change | 18,510 | $1.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +2.7% | 16,208 | $1.1M |
| Citadel Advisors | 0.00% | Add +287.6% | 16,091 | $1.1M |
| Asset Allocation Strategies LLC | 0.20% | Reduce -9.5% | 16,051 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.7% | 15,883 | $1.1M |
| Smart Money Group LLC | 0.31% | Add +1.1% | 15,713 | $1.0M |
| Pallas Capital Advisors LLC | 0.03% | Add +1.8% | 14,693 | $981K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +25.7% | 14,174 | $946K |
| Roxbury Financial LLC | 0.84% | Add +473.6% | 14,071 | $939K |
| Security Financial Services, INC. | 0.14% | Add +5.7% | 12,943 | $864K |
| Integrated Advisors Network LLC | 0.04% | Reduce -0.5% | 12,731 | $850K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -0.1% | 11,824 | $789K |
| Advisory Services Network, LLC | 0.01% | Reduce -0.4% | 10,594 | $707K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -30.5% | 10,420 | $696K |
| Westside Investment Management, Inc. | 0.11% | Reduce -23.0% | 9,875 | $659K |
| Creative Planning | 0.00% | Add +19.2% | 9,843 | $657K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +1.6% | 9,586 | $640K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -0.3% | 9,530 | $636K |
| Citigroup Inc. | 0.00% | New | 9,055 | $604K |
| Sigma Planning Corp | 0.02% | Add +9.9% | 8,976 | $599K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -4.5% | 8,607 | $574K |
| Brookstone Capital Management | 0.01% | Add +0.1% | 8,571 | $572K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.1% | 8,172 | $545K |
| Buttonwood Financial Group, LLC | 0.28% | Reduce -13.3% | 7,876 | $534K |
| Strategic Advocates LLC | 0.14% | Add +1.3% | 7,917 | $532K |
| Mariner, LLC | 0.00% | Add +4.6% | 7,873 | $525K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +35.3% | 7,782 | $519K |
| Mercer Global Advisors Inc. | 0.00% | Add +2.5% | 7,310 | $488K |
| Betterment LLC | 0.00% | Reduce -1.9% | 7,060 | $471K |
| Cerity Partners LLC | 0.00% | Add +74.1% | 6,888 | $460K |
| Savvy Advisors, Inc. | 0.01% | Reduce -11.4% | 6,377 | $426K |
| Westbourne Investments, Inc. | 0.20% | Reduce -13.0% | 6,339 | $423K |
| Cresset Asset Management, LLC | 0.00% | No change | 6,304 | $421K |
| Bank of New York Mellon Corp | 0.00% | Reduce -18.3% | 6,297 | $420K |
| Stonebridge Financial Planning Group, LLC | 0.15% | No change | 6,250 | $417K |
| Unified Investment Management | 0.41% | No change | 6,150 | $411K |
| Farther Finance Advisors, LLC | 0.00% | Add +30.6% | 5,900 | $394K |
| Valley Financial Group, Inc. | 0.22% | Add +2.5% | 5,802 | $387K |
| Snider Financial Group | 0.10% | Reduce -29.9% | 5,760 | $384K |
| Cwm, LLC | 0.00% | Add +627.1% | 5,693 | $380K |
| Samalin Investment Counsel, LLC | 0.13% | Add +0.0% | 5,514 | $368K |
| Destiny Wealth Partners, LLC | 0.04% | No change | 5,169 | $352K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +6.1% | 5,254 | $351K |
| Sovereign Financial Group, Inc. | 0.06% | Add +0.3% | 5,091 | $340K |
| ARS Wealth Advisors Group, LLC | 0.03% | Add +0.3% | 4,756 | $317K |
| Private Advisor Group, LLC | 0.00% | Add +0.7% | 4,720 | $315K |
| Almanack Investment Partners, LLC. | 0.05% | New | 4,659 | $311K |
| MML Investors Services, LLC | 0.00% | Reduce -1.2% | 4,644 | $310K |
| Ascent Group, LLC | 0.01% | Add +10.2% | 4,599 | $307K |
| World Investment Advisors | 0.01% | New | 4,586 | $306K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -1.8% | 4,518 | $302K |
| Citizens Financial Group Inc. | 0.00% | Add +29.9% | 4,497 | $300K |
| Equitable Holdings, Inc. | 0.00% | Add +3.7% | 4,239 | $283K |
| Kestra Investment Management, LLC | 0.01% | New | 3,624 | $242K |
| JB Capital LLC | 0.01% | Add +0.3% | 3,611 | $241K |
| Aviance Capital Partners, LLC | 0.03% | No change | 3,546 | $237K |
| AMG National Trust Bank | 0.01% | Add +0.2% | 3,533 | $236K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.2% | 3,296 | $220K |
| IFP Advisors, Inc | 0.00% | Add +1.9% | 3,262 | $218K |
| UBS Group AG | 0.00% | Add +13.0% | 3,251 | $217K |
| Truist Financial Corp. | 0.00% | New | 3,220 | $215K |
| Sovran Advisors, LLC | 0.02% | No change | 3,122 | $211K |
| Axxcess Wealth Management, LLC | 0.00% | New | 3,082 | $206K |
| Darwin Wealth Management, LLC | 0.06% | Add +0.2% | 3,082 | $206K |
| Larson Financial Group LLC | 0.01% | New | 3,075 | $205K |
| Provident Wealth Management, LLC | 0.06% | No change | 2,886 | $193K |
| Arax Advisory Partners | 0.00% | New | 2,526 | $169K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +144.6% | 2,441 | $163K |
| Key Financial Inc | 0.03% | No change | 2,427 | $162K |
| Clarity Asset Management, Inc. | 0.08% | Add +0.3% | 2,243 | $150K |
| Wells Fargo & Company | 0.00% | Reduce -6.4% | 2,173 | $145K |
| Global Retirement Partners, LLC | 0.00% | Reduce -2.4% | 2,114 | $141K |
| Sunbelt Securities, Inc. | 0.01% | Add +0.1% | 2,047 | $137K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 1,050 | $70K |
| MTM Investment Management, LLC | 0.02% | No change | 919 | $61K |
| Truvestments Capital LLC | 0.01% | No change | 800 | $53K |
| Parallel Advisors, LLC | 0.00% | No change | 688 | $46K |
| MAI Capital Management | 0.00% | Add +46.3% | 613 | $41K |
| Allworth Financial LP | 0.00% | Add +30.1% | 540 | $36K |
| Abound Wealth Management | 0.01% | No change | 529 | $35K |
| Ankerstar Wealth, LLC | 0.03% | — | 475 | $32K |
| Legacy Wealth Managment, LLC | 0.01% | New | 469 | $31K |
| Comerica Bank | 0.00% | No change | 394 | $26K |
| Maseco LLP | 0.00% | New | 376 | $25K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 360 | $24K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 291 | $19K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 278 | $19K |
| Fifth Third Bancorp | 0.00% | New | 264 | $18K |
| Howe & Rusling Inc. | 0.00% | New | 245 | $16K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 245 | $16K |
| Montag A & Associates Inc. | 0.00% | New | 200 | $13K |
| Concord Wealth Partners | 0.00% | No change | 193 | $13K |
| GAMMA Investing LLC | 0.00% | No change | 192 | $13K |
| Assetmark, Inc. | 0.00% | Add +26.6% | 181 | $12K |
| SHP Wealth Management | 0.00% | — | 172 | $11K |
| Russell Investments Group, Ltd. | 0.00% | Add +550.0% | 169 | $11K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 154 | $10K |
| PNC Financial Services Group, Inc. | 0.00% | Add +236.4% | 148 | $10K |
| US Bancorp \de | 0.00% | Add +11.6% | 135 | $9K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 108 | $7K |
| AdvisorNet Financial, Inc | 0.00% | No change | 106 | $7K |
| Spire Wealth Management | 0.00% | No change | 101 | $7K |
| Qube Research & Technologies Ltd | 0.00% | New | 100 | $7K |
| Harbour Investments, Inc. | 0.00% | No change | 83 | $6K |
| Creative Financial Designs Inc. | 0.00% | New | 78 | $5K |
| Bank of Montreal | 0.00% | No change | 65 | $4K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 50 | $3K |
| CIBC Private Wealth Group LLC | 0.00% | Add +53.3% | 46 | $3K |
| Cary Street Partners Investment Advisory LLC | 0.00% | New | 42 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 39 | $3K |
| Johnson Financial Group, Inc. | 0.00% | New | 35 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +3.0% | 34 | $2K |
| Bayban | 0.00% | — | 30 | $2K |
| Blair William & Co. | 0.00% | New | 18 | $1K |
| Sound Income Strategies, LLC | 0.00% | No change | 14 | $949 |
| Smartleaf Asset Management LLC | 0.00% | New | 8 | $538 |
| Triumph Capital Management | 0.00% | New | 8 | $534 |
| Eastern Bank | 0.00% | New | 7 | $467 |
| Networth Advisors, LLC | 0.00% | — | 2 | $134 |
"% 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.