Fidelity Low Volat Fact ETFFDLOETF
13F holders, Q1 2026 (March 31)164holders −3
18new positions
17sold out
$64.59avg. 13F price*
At the end of Q1 2026, 164 institutions reported holding Fidelity Low Volat Fact ETF (FDLO) in their 13F filings, down 3 from Q4 2025. 18 opened new positions and 17 sold out. The largest holders were FMR LLC ($578.0M), Commonwealth Equity Services, LLC ($46.0M) and Envestnet Asset Management Inc. ($33.9M).
- Company
- Fidelity Low Volat Fact ETF
- CUSIP
- 316092824
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $11.0M |
| Exits | 17 | $29.9M |
All 13F filers, Q4 2025 → Q1 2026: 600,284 shares bought and 2,048,473 shares sold, net −1,448,189 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 164 holders
| FMR LLC | 0.03% | Reduce -11.2% | 8,949,504 | $578.0M |
| Commonwealth Equity Services, LLC | 0.06% | Add +0.2% | 712,806 | $46.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.9% | 524,517 | $33.9M |
| LPL Financial LLC | 0.01% | Add +3.4% | 417,685 | $27.0M |
| Campbell Deegan Wealth Management, LLC | 17.17% | Add +0.1% | 330,828 | $21.4M |
| Bank of America Corp. | 0.00% | Reduce -5.6% | 302,488 | $19.5M |
| Cetera Investment Advisers | 0.02% | Add +6.4% | 256,501 | $16.6M |
| Cerity Partners LLC | 0.02% | Add +2830.0% | 201,821 | $13.0M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -18.0% | 200,461 | $12.9M |
| AE Wealth Management LLC | 0.07% | Add +64.8% | 193,124 | $12.5M |
| Segall Bryant & Hamill, LLC | 0.18% | Reduce -5.7% | 192,247 | $12.4M |
| Sykon Capital LLC | 3.95% | Add +4.6% | 183,619 | $11.9M |
| Morgan Stanley | 0.00% | Add +26.4% | 146,901 | $9.5M |
| Raymond James Financial Inc. | 0.00% | Add +3.7% | 146,728 | $9.5M |
| First Trust Advisors LP | 0.01% | New | 123,227 | $8.0M |
| Royal Bank of Canada | 0.00% | Reduce -23.6% | 118,595 | $7.7M |
| NewEdge Advisors, LLC | 0.03% | Reduce -7.6% | 116,064 | $7.5M |
| Lido Advisors, LLC | 0.03% | Reduce -5.7% | 109,339 | $7.1M |
| Ameritas Advisory Services, LLC | 0.27% | Reduce -3.6% | 106,641 | $6.9M |
| GFG Capital, LLC | 2.15% | Reduce -9.5% | 104,076 | $6.7M |
| Mechanics Bank Trust Department | 0.75% | Add +5.9% | 84,096 | $5.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -36.6% | 82,529 | $5.3M |
| Exencial Wealth Advisors, LLC | 0.15% | Reduce -3.8% | 76,254 | $4.9M |
| Abundance Wealth Counselors | 0.58% | Reduce -1.4% | 62,660 | $4.0M |
| Stifel Financial Corp. | 0.00% | Add +2.9% | 59,184 | $3.8M |
| Weaver Consulting Group | 0.66% | Reduce -0.2% | 43,084 | $2.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +98.4% | 38,402 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -3.4% | 38,064 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Add +57.3% | 36,702 | $2.4M |
| JPMorgan Chase & Co. | 0.00% | Add +2.9% | 34,690 | $2.2M |
| Advisors Capital Management, LLC | 0.02% | Reduce -7.1% | 32,624 | $2.1M |
| Capital Analysts, LLC | 0.05% | Reduce -4.6% | 32,173 | $2.1M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +3.3% | 31,808 | $2.1M |
| Strategic Blueprint, LLC | 0.10% | Add +2.3% | 25,975 | $1.7M |
| Jane Street Group, LLC | 0.00% | Reduce -38.5% | 24,648 | $1.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.0% | 23,083 | $1.5M |
| Tempus Wealth Planning, LLC | 0.33% | Reduce -14.0% | 22,094 | $1.4M |
| Argent Trust Co | 0.05% | No change | 22,008 | $1.4M |
| Rehmann Capital Advisory Group | 0.07% | Reduce -0.6% | 20,877 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -19.2% | 20,510 | $1.3M |
| Hershey Financial Advisers, LLC | 1.04% | New | 18,727 | $1.2M |
| Sequent Asset Management, LLC | 0.53% | Reduce -8.1% | 17,010 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +0.4% | 16,270 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +5.0% | 14,879 | $961K |
| Roxbury Financial LLC | 0.86% | Add +4.7% | 14,737 | $952K |
| Asset Allocation Strategies LLC | 0.16% | Reduce -11.3% | 14,232 | $919K |
| Security Financial Services, INC. | 0.14% | Add +8.9% | 14,101 | $911K |
| Pallas Capital Advisors LLC | 0.03% | Reduce -5.0% | 13,957 | $901K |
| Smart Money Group LLC | 0.26% | Reduce -13.3% | 13,630 | $880K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.0% | 11,825 | $764K |
| Integrated Advisors Network LLC | 0.04% | Reduce -7.7% | 11,748 | $759K |
| Creative Planning | 0.00% | Add +13.1% | 11,136 | $719K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -33.0% | 10,649 | $694K |
| Corient Private Wealth LP | 0.00% | Reduce -95.1% | 10,541 | $681K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -0.2% | 10,396 | $672K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +7.4% | 10,295 | $665K |
| Cwm, LLC | 0.00% | Add +71.9% | 9,785 | $632K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +2.6% | 9,783 | $632K |
| Westside Investment Management, Inc. | 0.10% | Reduce -1.9% | 9,685 | $626K |
| Advisory Services Network, LLC | 0.01% | Reduce -8.9% | 9,652 | $623K |
| Sigma Planning Corp | 0.02% | Add +6.7% | 9,577 | $619K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +9.4% | 8,515 | $550K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -1.4% | 8,484 | $548K |
| Brookstone Capital Management | 0.01% | Reduce -1.8% | 8,417 | $544K |
| Buttonwood Financial Group, LLC | 0.33% | Add +6.6% | 8,398 | $542K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.2% | 8,187 | $529K |
| Betterment LLC | 0.00% | Add +9.4% | 7,722 | $499K |
| Westbourne Investments, Inc. | 0.22% | Add +15.0% | 7,288 | $471K |
| Strategic Advocates LLC | 2.07% | Reduce -8.7% | 7,228 | $467K |
| Savvy Advisors, Inc. | 0.01% | Add +10.7% | 7,061 | $456K |
| Bank of New York Mellon Corp | 0.00% | Add +9.0% | 6,861 | $443K |
| Mariner, LLC | 0.00% | Reduce -15.4% | 6,663 | $430K |
| Cresset Asset Management, LLC | 0.00% | No change | 6,304 | $407K |
| Stonebridge Financial Planning Group, LLC | 0.15% | No change | 6,250 | $404K |
| Unified Investment Management | 0.41% | No change | 6,150 | $397K |
| Captrust Financial Advisors | 0.00% | New | 6,066 | $392K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -17.6% | 6,025 | $389K |
| Snider Financial Group | 0.11% | No change | 5,760 | $372K |
| Valley Financial Group, Inc. | 0.19% | Reduce -4.2% | 5,558 | $359K |
| UBS Group AG | 0.00% | Add +70.0% | 5,526 | $357K |
| Samalin Investment Counsel, LLC | 0.13% | Add +0.1% | 5,517 | $356K |
| RFG Advisory, LLC | 0.01% | New | 5,480 | $354K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +2.5% | 5,384 | $348K |
| Sovereign Financial Group, Inc. | 0.06% | Add +0.4% | 5,113 | $330K |
| Almanack Investment Partners, LLC. | 0.05% | Add +4.3% | 4,859 | $314K |
| MML Investors Services, LLC | 0.00% | Add +3.0% | 4,783 | $309K |
| ARS Wealth Advisors Group, LLC | 0.03% | Add +0.4% | 4,775 | $308K |
| Equitable Holdings, Inc. | 0.00% | Add +7.8% | 4,569 | $305K |
| Ascent Group, LLC | 0.01% | Add +1.8% | 4,681 | $302K |
| World Investment Advisors | 0.00% | No change | 4,586 | $296K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -0.0% | 4,516 | $292K |
| Citizens Financial Group Inc. | 0.00% | No change | 4,497 | $290K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -29.4% | 4,168 | $271K |
| Private Advisor Group, LLC | 0.00% | Reduce -12.0% | 4,152 | $268K |
| Independent Advisor Alliance | 0.00% | New | 4,115 | $266K |
| Harbour Investments, Inc. | 0.00% | Add +4545.8% | 3,856 | $249K |
| JB Capital LLC | 0.01% | Add +0.3% | 3,622 | $234K |
| Aviance Capital Partners, LLC | 0.03% | No change | 3,546 | $229K |
| AMG National Trust Bank | 0.01% | Add +0.3% | 3,542 | $229K |
| GDS Wealth Management | 0.01% | New | 3,506 | $226K |
"% 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.