Fidelity Low Durat Fact ETFFLDRETF
13F holders, Q1 2026 (March 31)125holders −1
17new positions
16sold out
1famous investor
$50.05avg. 13F price*
At the end of Q1 2026, 125 institutions reported holding Fidelity Low Durat Fact ETF (FLDR) in their 13F filings, down 1 from Q4 2025. 17 opened new positions and 16 sold out. The largest holders were Wells Fargo & Company ($53.8M), Raymond James Financial Inc. ($43.6M) and Commonwealth Equity Services, LLC ($42.2M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $17.6M |
| Exits | 16 | $20.7M |
All 13F filers, Q4 2025 → Q1 2026: 1,330,014 shares bought and 1,229,922 shares sold, net +100,092 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 125 holders
| Wells Fargo & Company | 0.01% | Add +5.0% | 1,075,212 | $53.8M |
| Raymond James Financial Inc. | 0.01% | Add +12.2% | 870,766 | $43.6M |
| Commonwealth Equity Services, LLC | 0.06% | Add +31.0% | 844,053 | $42.2M |
| Athena Wealth Management, LLC | 30.27% | Reduce -1.1% | 739,317 | $37.0M |
| LPL Financial LLC | 0.01% | Reduce -2.8% | 518,353 | $25.9M |
| AE Wealth Management LLC | 0.12% | Add +7.0% | 427,308 | $21.4M |
| Morgan Stanley | 0.00% | Reduce -5.4% | 351,356 | $17.6M |
| Bank of America Corp. | 0.00% | Add +4.0% | 325,763 | $16.3M |
| Kestra Advisory Services, LLC | 0.06% | Add +22.6% | 302,142 | $15.1M |
| MML Investors Services, LLC | 0.04% | Reduce -3.2% | 256,470 | $12.8M |
| Citadel Advisors | 0.01% | New | 214,147 | $10.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.7% | 189,036 | $9.5M |
| WealthTrust Axiom LLC | 2.17% | Add +11.5% | 176,586 | $8.8M |
| Koshinski Asset Management, Inc. | 0.55% | Add +55.5% | 175,834 | $8.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -20.3% | 164,979 | $8.3M |
| UBS Group AG | 0.00% | Reduce -6.3% | 161,625 | $8.1M |
| Financially Speaking Inc | 36.60% | Reduce -56.9% | 150,585 | $7.5M |
| Sowell Financial Services LLC | 0.28% | Add +156.7% | 148,563 | $7.4M |
| Royal Bank of Canada | 0.00% | Add +15.1% | 134,333 | $6.7M |
| Tableaux LLC | 3.21% | Add +200.3% | 132,367 | $6.6M |
| Perspective Wealth Advisors LLC | 4.01% | Add +13.4% | 123,585 | $6.2M |
| RCS Financial Planning, LLC | 3.20% | Add +1.4% | 122,905 | $6.2M |
| Arete Wealth Advisors, LLC | 0.45% | Add +13.5% | 120,505 | $6.0M |
| Planning Directions Inc. | 3.04% | Add +5.6% | 119,909 | $6.0M |
| Kraft, Davis & Associates, LLC | 1.24% | Reduce -33.2% | 115,847 | $5.8M |
| Huntleigh Advisors, Inc. | 0.89% | Reduce -9.1% | 103,774 | $5.2M |
| Cetera Investment Advisers | 0.01% | Add +51.5% | 99,922 | $5.0M |
| Prime Capital Investment Advisors, LLC | 0.05% | Reduce -43.6% | 92,599 | $4.6M |
| Mariner, LLC | 0.01% | Add +0.9% | 84,993 | $4.3M |
| HighTower Advisors, LLC | 0.00% | Add +0.1% | 83,374 | $4.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +33.6% | 80,172 | $4.0M |
| Lowery Thomas, LLC | 2.16% | Add +1.3% | 75,440 | $3.8M |
| Lakeridge Wealth Management LLC | 1.60% | Add +9.8% | 74,212 | $3.7M |
| NWF Advisory Services Inc. | 0.40% | Add +0.6% | 71,273 | $3.6M |
| Fortis Capital Management LLC | 0.44% | New | 65,514 | $3.3M |
| Jane Street Group, LLC | 0.00% | Add +94.1% | 64,291 | $3.2M |
| Cottage Street Advisors LLC | 1.36% | Add +32.1% | 62,706 | $3.1M |
| Howard Wealth Management, LLC | 1.32% | Add +23.3% | 62,484 | $3.1M |
| Great Lakes Retirement, Inc. | 0.32% | Add +10.3% | 61,903 | $3.1M |
| Snowden Capital Advisors LLC | 0.07% | Reduce -26.7% | 52,600 | $2.6M |
| Flow Traders U.S. LLC | 0.07% | Reduce -5.7% | 44,772 | $2.2M |
| Schwallier Wealth Management LLC | 1.52% | Reduce -12.9% | 41,705 | $2.1M |
| FCG Investment Co | 0.91% | — | 41,522 | $2.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -84.8% | 41,490 | $2.1M |
| Strategic Blueprint, LLC | 0.12% | Reduce -1.9% | 39,672 | $2.0M |
| Trask Adam Roland | 1.73% | — | 36,444 | $1.8M |
| World Investment Advisors | 0.03% | No change | 34,255 | $1.7M |
| TradeWell Securities, LLC. | 0.70% | Add +7.7% | 33,159 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +221.6% | 32,909 | $1.6M |
| Flavin Financial Services, Inc. | 0.97% | Add +3.6% | 28,867 | $1.4M |
| LongView Wealth Management | 0.25% | Add +165.5% | 20,190 | $1.0M |
| DAVENPORT & Co LLC | 0.01% | Add +233.3% | 20,000 | $1.0M |
| HRT Financial LP | 0.00% | New | 19,197 | $960K |
| Parsons Capital Management Inc. | 0.04% | Add +189.1% | 17,246 | $863K |
| Genesee Capital Advisors, LLC | 0.33% | Reduce -6.1% | 15,507 | $776K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -67.4% | 14,748 | $738K |
| Foronjy Financial LLC | 0.30% | Reduce -0.1% | 14,274 | $714K |
| Tounjian Advisory Partners, LLC | 0.25% | Reduce -3.6% | 13,982 | $700K |
| Principal Securities, Inc. | 0.01% | Add +18.1% | 13,968 | $699K |
| &partners | 0.00% | Add +15.5% | 13,621 | $682K |
| Shufro Rose & Co. LLC | 0.05% | Add +19.8% | 13,300 | $666K |
| JPMorgan Chase & Co. | 0.00% | Add +378.0% | 12,275 | $614K |
| Essex Financial Services, Inc. | 0.03% | New | 11,950 | $598K |
| Guidance Capital, Inc. | 0.12% | Add +1.8% | 11,079 | $555K |
| Elm3 Financial Group, LLC | 0.46% | Reduce -0.2% | 10,949 | $548K |
| AdvisorNet Financial, Inc | 0.03% | New | 10,807 | $541K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +44.6% | 10,539 | $527K |
| LaSalle St. Investment Advisors, LLC | 0.07% | Add +19.8% | 10,083 | $505K |
| Savvy Advisors, Inc. | 0.01% | Reduce -32.9% | 9,900 | $496K |
| FMR LLC | 0.00% | Add +128.9% | 9,607 | $481K |
| Anson Capital, Inc. | 0.32% | Reduce -16.0% | 9,436 | $472K |
| Two Sigma Securities, LLC | 0.05% | New | 9,395 | $470K |
| Csenge Advisory Group | 0.02% | Reduce -7.5% | 8,878 | $444K |
| Revisor Wealth Management LLC | 0.12% | Reduce -0.3% | 8,832 | $443K |
| Seed Wealth Management, Inc. | 0.30% | No change | 8,700 | $435K |
| GWN Securities Inc. | 0.08% | Add +32.0% | 8,679 | $434K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +3.5% | 8,506 | $426K |
| Virtus Wealth Solutions LLC | 0.08% | Reduce -39.5% | 7,964 | $399K |
| Independent Financial Group, LLC | 0.01% | No change | 7,500 | $375K |
| New England Private Wealth Advisors LLC | 0.04% | Add +1.1% | 7,277 | $364K |
| Southland Equity Partners LLC | 0.07% | Reduce -4.1% | 7,102 | $355K |
| Prospera Financial Services Inc | 0.01% | Reduce -8.0% | 6,795 | $340K |
| Herbst Group, LLC | 0.21% | Reduce -86.0% | 6,649 | $333K |
| Liberty Wealth Management LLC | 0.04% | Add +1.0% | 6,584 | $330K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 6,580 | $329K |
| Seldon Capital LP | 0.12% | No change | 6,552 | $328K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -27.9% | 5,747 | $288K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 4,951 | $248K |
| Sigma Planning Corp | 0.01% | Add +1.0% | 4,870 | $244K |
| Kovack Advisors, Inc. | 0.01% | New | 4,832 | $242K |
| Cwm, LLC | 0.00% | New | 4,774 | $239K |
| Addison Capital Co | 0.04% | No change | 4,479 | $224K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 4,150 | $208K |
| TD Capital Management LLC | 0.02% | Reduce -39.6% | 3,719 | $186K |
| Bogart Wealth, LLC | 0.01% | New | 3,500 | $175K |
| Advisory Services Network, LLC | 0.00% | Reduce -65.4% | 2,573 | $129K |
| West Branch Capital LLC | 0.03% | Add +0.9% | 2,377 | $119K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -50.0% | 2,225 | $111K |
| Elevated Capital Advisors, LLC | 0.03% | Add +23.1% | 2,162 | $108K |
| Medallion Wealth Advisors, LLC | 0.03% | No change | 2,000 | $100K |
"% 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.