Fidelity Low Durat Fact ETFFLDRETF
13F holders, Q2 2025 (June 30)100holders +13
18new positions
6sold out
1famous investor
$49.93avg. 13F price*
At the end of Q2 2025, 100 institutions reported holding Fidelity Low Durat Fact ETF (FLDR) in their 13F filings, up 13 from Q1 2025. 18 opened new positions and 6 sold out. The largest holders were Wells Fargo & Company ($46.3M), Raymond James Financial Inc. ($28.9M) and Commonwealth Equity Services, LLC ($28.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fidelity Low Durat Fact ETF
- CUSIP
- 316188408
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $17.9M |
| Exits | 6 | $11.9M |
All 13F filers, Q1 2025 → Q2 2025: 1,952,369 shares bought and 718,232 shares sold, net +1,234,137 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 100 holders
| Wells Fargo & Company | 0.01% | Reduce -20.1% | 924,663 | $46.3M |
| Raymond James Financial Inc. | 0.01% | Add +2486.6% | 578,139 | $28.9M |
| Commonwealth Equity Services, LLC | 0.04% | Add +21.1% | 569,158 | $28.5M |
| LPL Financial LLC | 0.01% | Add +10.0% | 437,103 | $21.9M |
| AE Wealth Management LLC | 0.12% | Reduce -2.3% | 315,420 | $15.8M |
| Morgan Stanley | 0.00% | Add +41.6% | 255,985 | $12.8M |
| Bank of America Corp. | 0.00% | Add +7.5% | 254,599 | $12.7M |
| Jane Street Group, LLC | 0.02% | Add +400.1% | 194,017 | $9.7M |
| Financially Speaking Inc | 6.10% | Add +297.4% | 185,296 | $9.3M |
| Kestra Advisory Services, LLC | 0.04% | Add +33.1% | 175,940 | $8.8M |
| Osaic Holdings, Inc. | 0.01% | Add +52.2% | 166,081 | $8.3M |
| Huntleigh Advisors, Inc. | 1.60% | New | 166,044 | $8.3M |
| UBS Group AG | 0.00% | Reduce -4.4% | 165,110 | $8.3M |
| MML Investors Services, LLC | 0.02% | Add +89.1% | 143,877 | $7.2M |
| Prime Capital Investment Advisors, LLC | 0.09% | Reduce -18.6% | 129,512 | $6.5M |
| Foundations Investment Advisors, LLC | 0.10% | Add +10.7% | 122,897 | $6.2M |
| Cedar Point Capital Partners, LLC | 4.14% | Reduce -22.4% | 117,192 | $5.9M |
| Planning Directions Inc. | 3.24% | Add +15.9% | 115,078 | $5.8M |
| RCS Financial Planning, LLC | 2.50% | Reduce -0.1% | 99,974 | $5.0M |
| Royal Bank of Canada | 0.00% | Add +7.2% | 94,975 | $4.8M |
| Arete Wealth Advisors, LLC | 0.33% | Add +20.1% | 92,754 | $4.6M |
| NWF Advisory Services Inc. | 0.49% | Reduce -3.1% | 81,527 | $4.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +87.3% | 76,999 | $3.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.9% | 71,862 | $3.6M |
| HighTower Advisors, LLC | 0.00% | Add +26.8% | 70,713 | $3.5M |
| Snowden Capital Advisors LLC | 0.10% | Add +26.8% | 66,200 | $3.3M |
| Tableaux LLC | 1.87% | New | 84,631 | $3.3M |
| Lowery Thomas, LLC | 2.00% | Reduce -4.7% | 62,475 | $3.1M |
| WealthTrust Axiom LLC | 0.92% | Add +81.3% | 62,350 | $3.1M |
| Kraft, Davis & Associates, LLC | 0.77% | Add +155.5% | 55,548 | $2.8M |
| Cetera Investment Advisers | 0.00% | Add +54.2% | 54,889 | $2.7M |
| Flow Traders U.S. LLC | 0.10% | Add +1093.8% | 54,065 | $2.7M |
| Lakeridge Wealth Management LLC | 1.15% | Add +4.3% | 50,093 | $2.5M |
| Great Lakes Retirement, Inc. | 0.30% | Add +11.1% | 49,639 | $2.5M |
| Citadel Advisors | 0.00% | Add +122.2% | 48,584 | $2.4M |
| Andrew Hill Investment Advisors, Inc. | 1.20% | New | 29,701 | $1.5M |
| Flavin Financial Services, Inc. | 1.34% | Add +3.1% | 27,585 | $1.4M |
| Strategic Blueprint, LLC | 0.06% | Add +218.7% | 24,157 | $1.2M |
| TradeWell Securities, LLC. | 0.52% | Add +0.9% | 21,828 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | New | 20,830 | $1.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -33.2% | 20,330 | $1.0M |
| Howard Wealth Management, LLC | 0.50% | New | 19,677 | $985K |
| HRT Financial LP | 0.00% | New | 17,139 | $858K |
| Tounjian Advisory Partners, LLC | 0.16% | Reduce -0.5% | 16,384 | $821K |
| Genesee Capital Advisors, LLC | 0.36% | Reduce -5.3% | 16,104 | $806K |
| Principal Securities, Inc. | 0.01% | Add +45.4% | 13,912 | $697K |
| Virtus Wealth Solutions LLC | 0.13% | Add +115.1% | 12,966 | $649K |
| Anson Capital, Inc. | 0.51% | Reduce -36.8% | 12,733 | $638K |
| &partners | 0.00% | Add +82.0% | 12,232 | $612K |
| Foronjy Financial LLC | 0.28% | — | 11,953 | $598K |
| DAVENPORT & Co LLC | 0.00% | New | 11,000 | $551K |
| Guidance Capital, Inc. | 0.16% | Add +1.9% | 10,861 | $545K |
| Elm3 Financial Group, LLC | 0.39% | Reduce -19.7% | 9,430 | $472K |
| Seed Wealth Management, Inc. | 0.32% | No change | 8,700 | $436K |
| Sugar Maple Asset Management, LLC | 0.34% | Add +2.8% | 8,661 | $434K |
| Harbour Investments, Inc. | 0.01% | Reduce -51.8% | 8,422 | $422K |
| Seldon Capital LP | 0.18% | No change | 8,075 | $404K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | New | 8,029 | $402K |
| Main Street Financial Solutions, LLC | 0.03% | No change | 7,880 | $395K |
| GWN Securities Inc. | 0.07% | Add +6.4% | 7,753 | $388K |
| Independent Financial Group, LLC | 0.01% | No change | 7,500 | $376K |
| Avestar Capital, LLC | 0.03% | Reduce -94.3% | 7,309 | $367K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -24.5% | 6,870 | $344K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +46.6% | 6,690 | $335K |
| New England Private Wealth Advisors LLC | 0.05% | Add +1.6% | 6,380 | $320K |
| Global Retirement Partners, LLC | 0.01% | — | 6,354 | $318K |
| FMR LLC | 0.00% | Add +84.6% | 6,282 | $315K |
| TD Capital Management LLC | 0.03% | Add +200.7% | 6,011 | $301K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +1.1% | 5,991 | $300K |
| Goldman Sachs Group Inc. | 0.00% | New | 5,296 | $265K |
| Advisory Services Network, LLC | 0.00% | Reduce -1.5% | 5,094 | $255K |
| Kingdom Financial Group LLC. | 0.21% | New | 4,797 | $240K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -59.1% | 4,735 | $237K |
| Riverstone Advisors, LLC | 0.13% | Add +17.5% | 4,700 | $235K |
| Absolute Capital Management, LLC | 0.12% | Reduce -10.3% | 4,576 | $229K |
| Addison Capital Co | 0.08% | No change | 4,479 | $224K |
| LongView Wealth Management | 0.06% | New | 4,196 | $210K |
| Colonial Trust Co / SC | 0.02% | No change | 3,275 | $164K |
| Comerica Bank | 0.00% | Add +286.4% | 2,813 | $141K |
| West Branch Capital LLC | 0.03% | New | 2,308 | $116K |
| Medallion Wealth Advisors, LLC | 0.04% | No change | 2,000 | $100K |
| IFP Advisors, Inc | 0.00% | Add +0.9% | 1,966 | $98K |
| JFS Wealth Advisors, LLC | 0.01% | Add +1.2% | 1,853 | $93K |
| ORG Partners LLC | 0.02% | New | 1,747 | $87K |
| JPMorgan Chase & Co. | 0.00% | Reduce -36.3% | 1,641 | $82K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 502 | $25K |
| Asset Dedication, LLC | 0.00% | New | 299 | $15K |
| Eastern Bank | 0.00% | No change | 271 | $14K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -10.9% | 163 | $8K |
| JNBA Financial Advisors | 0.00% | Add +16.1% | 151 | $8K |
| Arax Advisory Partners | 0.00% | Add +0.7% | 143 | $7K |
| Spire Wealth Management | 0.00% | Reduce -82.9% | 133 | $7K |
| Clarity Asset Management, Inc. | 0.00% | New | 106 | $5K |
| Capital A Wealth Management, LLC | 0.04% | Add +2266.7% | 71 | $4K |
| Rossby Financial, LCC | 0.00% | No change | 29 | $1K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -55.8% | 23 | $1K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 22 | $1K |
| Briaud Financial Planning Inc | 0.00% | New | 20 | $1K |
| New Millennium Group LLC | 0.00% | No change | 13 | $675 |
| Tradewinds Capital Management, LLC | 0.00% | No change | 8 | $410 |
"% of holder's portfolio" is FLDR's weight in each manager's 13F, not the share of Fidelity Low Durat Fact ETF the manager owns.