13FBOX
FIDELITY LOW VOLATILITY FACTOR ETF · 13F Institutional Holdings
Options Calculator Rankings
F

FIDELITY LOW VOLATILITY FACTOR ETF

FDLO
Institutions
169
Combined AUM (Q2 2026)
$989.2M
Combined Shares (Q2 2026)
14.5M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.2M
83 · 28 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1.4M
70 · 20 Exit · ≈
⚖️ Net
-237,808
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$989.2M
Institutions
169
New Buys
28
Adds
55
Reduces
50
Exits
20
Unchanged
36
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
FMR LLC
0.02%0.03%#46$555.6M8.1M$578.0M8.9M-818,506-9.15%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
0.06%0.06%#31$47.9M701,383$46.0M712,806-11,423-1.60%Reduce
ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#68$36.5M534,296$33.9M524,517+9,779+1.86%Add
LPL Financial LLC
0.01%0.01%#77$29.1M425,154$27.0M417,685+7,469+1.79%Add
Campbell Deegan Wealth Management, LLC
15.92%17.1%#1$23.1M337,359$21.4M330,828+6,531+1.97%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#114$19.3M281,823$19.5M302,488-20,665-6.83%Reduce
Cetera Investment Advisers
0.02%0.02%#54$18.4M269,229$16.6M256,501+12,728+4.96%Add
Ameritas Advisory Services, LLC
0.35%0.27%#14$17.4M254,114$6.9M106,641+147,473+138.29%Add
AE Wealth Management LLC
0.07%0.07%#30$14.7M215,183$12.5M193,124+22,059+11.42%Add
Corient Private Wealth LLC
0.01%<0.01%#66$13.2M193,011$680,86110,541+182,470+1,731.05%Add
SEGALL BRYANT & HAMILL, LLC
0.15%0.18%#20$12.7M186,105$12.4M192,247-6,142-3.19%Reduce
Cerity Partners LLC
0.01%0.02%#58$12.4M182,143$13.0M201,821-19,678-9.75%Reduce
Kestra Advisory Services, LLC
0.04%0.05%#40$11.8M172,164$12.9M200,461-28,297-14.12%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#96$9.9M145,468$9.5M146,728-1,260-0.86%Reduce
49 WEALTH MANAGEMENT, LLC
1.74%#4$9.1M133,211$00+133,211New Buy
ALONGSIDE, LLC
1.74%#5$9.1M133,211$00+133,211New Buy
NewEdge Advisors, LLC
0.03%0.03%#45$8.4M123,304$7.5M116,064+7,240+6.24%Add
OSAIC HOLDINGS, INC.
0.01%0.01%#67$8.3M121,023$5.3M82,529+38,494+46.64%Add
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#128$8.0M116,662$2.5M38,402+78,260+203.79%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#118$7.7M112,946$7.7M118,594-5,648-4.76%Reduce
GFG Capital, LLC
1.89%2.15%#3$6.9M100,671$6.7M104,076-3,405-3.27%Reduce
Lido Advisors, LLC
0.02%0.02%#50$6.8M99,075$7.1M109,339-10,264-9.39%Reduce
KENNEDY INVESTMENT GROUP, INC.
2.23%#2$6.6M96,159$00+96,159New Buy
Mechanics Bank Trust Department
0.79%0.75%#8$6.4M93,546$5.4M84,096+9,450+11.24%Add
Abundance Wealth Counselors
0.4%0.58%#11$6.2M91,006$4.0M62,660+28,346+45.24%Add
Savant Capital, LLC
0.02%#56$5.6M76,680$00+76,680New Buy
MORGAN STANLEY
<0.01%<0.01%#144$4.2M62,188$4.4M66,323-4,135-6.23%Reduce
STIFEL FINANCIAL CORP
<0.01%<0.01%#91$4.2M60,738$3.8M59,184+1,554+2.63%Add
TWO SIGMA INVESTMENTS, LP
<0.01%#94$3.9M57,000$00+57,000New Buy
JPMORGAN CHASE & CO
<0.01%<0.01%#147$3.1M44,854$2.2M34,690+10,164+29.30%Add
Weaver Consulting Group
0.6%0.66%#9$2.9M42,778$2.8M43,084-306-0.71%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#145$2.8M40,397$2.4M36,702+3,695+10.07%Add
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#81$2.4M35,261$2.5M38,064-2,803-7.36%Reduce
Capital Analysts, LLC
0.05%0.06%#36$2.1M31,456$2.3M33,732-2,276-6.75%Reduce
KESTRA PRIVATE WEALTH SERVICES, LLC
0.02%0.03%#47$2.1M30,954$2.1M31,808-854-2.68%Reduce
Advisors Capital Management, LLC
0.02%0.02%#49$2.1M30,453$2.1M32,624-2,171-6.65%Reduce
Strategic Blueprint, LLC
0.1%0.1%#25$2.0M29,270$1.7M25,975+3,295+12.69%Add
DONALDSON CAPITAL MANAGEMENT, LLC
0.06%#33$2.0M28,852$00+28,852New Buy
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#123$1.6M23,473$1.5M23,083+390+1.69%Add
Tempus Wealth Planning, LLC
0.29%0.33%#16$1.5M22,081$1.4M22,094-13-0.06%Reduce
Argent Trust Co
0.04%0.05%#38$1.5M22,008$1.4M22,00800.00%Unchanged
Rehmann Capital Advisory Group
0.07%0.07%#29$1.3M20,877$1.3M20,87700.00%Unchanged
J.W. COLE ADVISORS, INC.
0.02%#48$1.3M19,522$00+19,522New Buy
Sequent Asset Management, LLC
0.49%#10$1.2M17,010$00+17,010New Buy
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
0.01%0.01%#83$1.1M15,984$1.1M16,270-286-1.76%Reduce
Envestnet Portfolio Solutions, Inc.
0.01%0.01%#84$1.0M15,281$961,05414,879+402+2.70%Add
Roxbury Financial LLC
0.82%0.86%#7$1.0M15,230$951,89314,737+493+3.35%Add
Coppell Advisory Solutions LLC
0.09%#26$1.0M301$00+301New Buy
Pallas Capital Advisors LLC
0.03%0.03%#41$952,40613,937$901,48013,957-20-0.14%Reduce
Security Financial Services, INC.
0.13%0.14%#23$928,05813,581$910,78414,101-520-3.69%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow