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Fidelity LOW Volat Fact ETF (FDLO)

CUSIP: 316092824 | NYSE | 360 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Commonwealth Equity Services, LLC695,097
0.1% of portfolio›$49.1M
Kestra Advisory Services, LLC171,271
0.0% of portfolio›$12.1M
Kennedy Investment Group, Inc.109,582
2.5% of portfolio›$7.7M
Lido Advisors, LLC97,541
0.0% of portfolio›$6.9M
GFG Capital, LLC93,746
1.7% of portfolio›$6.6M
Mechanics Bank Trust Department89,219
0.8% of portfolio›$6.3M
Abundance Wealth Counselors54,119
0.5% of portfolio›$3.8M
Weaver Consulting Group42,778
0.6% of portfolio›$3.0M
Cambridge Investment Research Advisors, Inc.34,187
0.0% of portfolio›$2.4M
Kestra Private Wealth Services, LLC30,641
0.0% of portfolio›$2.2M
Strategic Blueprint, LLC29,823
0.1% of portfolio›$2.1M
Tempus Wealth Planning, LLC22,081
0.3% of portfolio›$1.6M
J.W. Cole Advisors, Inc.18,955
0.0% of portfolio›$1.3M
Roxbury Financial LLC15,275
0.8% of portfolio›$1.1M
Creative Planning13,098
0.0% of portfolio›$925.5K
Wealth Enhancement Advisory Services, LLC11,419
0.0% of portfolio›$824.6K
Cullen T Bankers, Inc.10,927
0.0% of portfolio›$772.1K
Concurrent Investment Advisors, LLC9,531
0.0% of portfolio›$673.5K
Asset Allocation Strategies LLC9,201
0.1% of portfolio›$650.2K
Sigma Planning Corp9,165
0.0% of portfolio›$646.4K
City Center Advisors, LLC9,083
0.5% of portfolio›$641.8K
Buttonwood Financial Group, LLC8,880
0.3% of portfolio›$640.9K
Westside Investment Management, Inc.8,345
0.1% of portfolio›$589.7K
Bank of New York Mellon Corp8,204
0.0% of portfolio›$579.7K
Brookstone Capital Management7,495
0.0% of portfolio›$529.6K
Unified Investment Management6,150
0.4% of portfolio›$434.6K
Security Financial Services, Inc.5,785
0.1% of portfolio›$408.8K
Samalin Investment Counsel, LLC5,521
0.1% of portfolio›$390.1K
Strategic Advocates LLC5,159
1.4% of portfolio›$364.5K
Ascent Group, LLC5,133
0.0% of portfolio›$362.7K
Integrated Advisors Network LLC4,985
0.0% of portfolio›$352.3K
Almanack Investment Partners, Llc.4,509
0.0% of portfolio›$318.6K
Citizens Financial Group Inc4,497
0.0% of portfolio›$317.8K
ARS Wealth Advisors Group, LLC4,411
0.0% of portfolio›$311.7K
Kingswood Wealth Advisors, LLC4,308
0.0% of portfolio›$304.4K
JB Capital LLC3,640
0.0% of portfolio›$257.2K
Sowell Financial Services LLC3,582
0.0% of portfolio›$253.1K
AMG National Trust Bank3,558
0.0% of portfolio›$251.4K
Aviance Capital Partners, LLC3,546
0.0% of portfolio›$250.6K
One Way Holdings LLC3,348
0.0% of portfolio›$236.6K
Integrity Alliance, Llc.3,219
0.0% of portfolio›$227.5K
Brighton Jones LLC3,129
0.0% of portfolio›$221.1K
Sovran Advisors, LLC3,122
0.0% of portfolio›$232.9K
Provident Wealth Management, LLC2,886
0.1% of portfolio›$203.9K
Axxcess Wealth Management, LLC2,881
0.0% of portfolio›$203.6K
Mission Financial Group, LLC2,845
0.2% of portfolio›$201.0K
Farther Finance Advisors, LLC2,593
0.0% of portfolio›$183.2K
IFP Advisors, Inc972
0.0% of portfolio›$68.7K
MTM Investment Management, LLC919
0.0% of portfolio›$64.9K
Private Trust Co NA797
0.0% of portfolio›$56.3K
Parallel Advisors, LLC688
0.0% of portfolio›$48.6K
CoreCap Advisors, LLC585
0.0% of portfolio›$41.3K
Abound Wealth Management529
0.0% of portfolio›$37.4K
Fifth Third Bancorp422
0.0% of portfolio›$29.8K
Wilmington Savings Fund Society, FSB360
0.0% of portfolio›$25.4K
Compass Financial Management LLC335
0.0% of portfolio›$23.7K
EverSource Wealth Advisors, LLC279
0.0% of portfolio›$19.7K
Creative Financial Designs Inc278
0.0% of portfolio›$19.6K
Capital Advisors, Ltd. LLC245
0.0% of portfolio›$17
Gamma Investing LLC200
0.0% of portfolio›$14.1K
Assetmark, Inc157
0.0% of portfolio›$11.1K
Latitude Advisors, LLC123
0.0% of portfolio›$8.7K
Thurston, Springer, Miller, Herd & Titak, Inc.108
0.0% of portfolio›$7.6K
Spire Wealth Management102
0.0% of portfolio›$7.2K
Parkside Financial Bank & Trust99
0.0% of portfolio›$7.0K
Buck Wealth Strategies, LLC93
0.0% of portfolio›$6.6K
Allspring Global Investments Holdings, LLC80
0.0% of portfolio›$5.7K
Nvwm, LLC75
0.0% of portfolio›$5.3K
Signaturefd, LLC68
0.0% of portfolio›$4.8K
Kingdom Financial Group Llc.54
0.0% of portfolio›$3.8K
Mosley Wealth Management53
0.0% of portfolio›$3.9K
Pension & Wealth Management Advisors, Inc.50
0.0% of portfolio›$3.6K
First Bancorp, Inc49
0.0% of portfolio›$3.5K
Root Financial Partners, LLC45
0.0% of portfolio›$3.2K
Bell Investment Advisors, Inc39
0.0% of portfolio›$2.8K
Physician Wealth Advisors, Inc.34
0.0% of portfolio›$2.4K
Bayban30
0.0% of portfolio›$2.1K
Community Financial Services Group, LLC28
0.0% of portfolio›$2.0K
Godsey & Gibb, Inc23
0.0% of portfolio›$1.6K
Rachor Investment Advisory Services, LLC13
0.0% of portfolio›$930
William Mack & Associates, Inc.12
0.0% of portfolio›$848
Triumph Capital Management8
0.0% of portfolio›$565
US Bancorp \de\7
0.0% of portfolio›$495
Blue Trust, Inc.4
0.0% of portfolio›$268
POM Investment Strategies, LLC3
0.0% of portfolio›$218
Networth Advisors, LLC2
0.0% of portfolio›$142
Cape Investment Advisory, Inc.1
0.0% of portfolio›$71
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
695,097$49.1M0.1%ETFLowWaltham, MA2026-11-02
Kestra Advisory Services, LLC
171,271$12.1M0.0%CoreLowAustin, TX2026-11-02
Kennedy Investment Group, Inc.
109,582$7.7M2.5%GrowthLowWest Deptford, NJ2026-10-21
Lido Advisors, LLC
97,541$6.9M0.0%GrowthLowLos Angeles, CA2026-11-04
GFG Capital, LLC
93,746$6.6M1.7%GrowthMediumMiami, FL2026-10-16
Mechanics Bank Trust Department
89,219$6.3M0.8%CoreLowWalnut Creek, CA2026-10-13
Abundance Wealth Counselors
54,119$3.8M0.5%GrowthLowState College, PA2026-10-26
Weaver Consulting Group
42,778$3.0M0.6%ETFLowHuntington Beach, CA2026-10-07
Cambridge Investment Research Advisors, Inc.
34,187$2.4M0.0%ETFLowFairfield, IA2026-11-02
Kestra Private Wealth Services, LLC
30,641$2.2M0.0%GrowthLowAustin, TX2026-10-30
Strategic Blueprint, LLC
29,823$2.1M0.1%ETFLowAtlanta, GA2026-10-22
Tempus Wealth Planning, LLC
22,081$1.6M0.3%ETFMediumIrvine, CA2026-10-14
J.W. Cole Advisors, Inc.
18,955$1.3M0.0%IndexLowTampa, FL2026-11-05
Roxbury Financial LLC
15,275$1.1M0.8%CoreVery LowMount Arlington, NJ2026-10-01
Creative Planning
13,098$925.5K0.0%IndexVery LowOverland Park, KS2026-11-02
Wealth Enhancement Advisory Services, LLC
11,419$824.6K0.0%CoreLowPlymouth, MN2026-10-13
Cullen T Bankers, Inc.
10,927$772.1K0.0%GrowthLowSan Antonio, TX2026-10-28
Concurrent Investment Advisors, LLC
9,531$673.5K0.0%GrowthMediumTampa, FL2026-10-16
Asset Allocation Strategies LLC
9,201$650.2K0.1%ETFMediumFarmington, MI2026-10-20
Sigma Planning Corp
9,165$646.4K0.0%GrowthMediumAnn Arbor, MI2026-10-23
City Center Advisors, LLC
9,083$641.8K0.5%ETFMediumTroy, MI2026-10-08
Buttonwood Financial Group, LLC
8,880$640.9K0.3%ETFMediumKansas City, MO2026-10-16
Westside Investment Management, Inc.
8,345$589.7K0.1%GrowthLowSanta Monica, CA2026-11-02
Bank of New York Mellon Corp
8,204$579.7K0.0%CoreLowNew York, NY2026-11-05
Brookstone Capital Management
7,495$529.6K0.0%ETFMediumWheaton, IL2026-10-22
Unified Investment Management
6,150$434.6K0.4%CoreLowAtlanta, GA2026-10-14
Security Financial Services, Inc.
5,785$408.8K0.1%ETFMediumFort Wayne, IN2026-10-29
Samalin Investment Counsel, LLC
5,521$390.1K0.1%YieldMediumChappaqua, NY2026-10-23
Strategic Advocates LLC
5,159$364.5K1.4%GrowthLowSacramento, CA2026-11-03
Ascent Group, LLC
5,133$362.7K0.0%CoreLowVirginia Beach, VA2026-10-30
Integrated Advisors Network LLC
4,985$352.3K0.0%GrowthMediumDallas, TX2026-10-20
Almanack Investment Partners, Llc.
4,509$318.6K0.0%ETFMediumNewtown Square, PA2026-11-03
Citizens Financial Group Inc
4,497$317.8K0.0%GrowthLowProvidence, RI2026-10-23
ARS Wealth Advisors Group, LLC
4,411$311.7K0.0%CoreLowSt. Petersburg, FL2026-10-16
Kingswood Wealth Advisors, LLC
4,308$304.4K0.0%GrowthLowSan Diego, CA2026-10-23
JB Capital LLC
3,640$257.2K0.0%ETFMediumWethersfield, CT2026-10-19
Sowell Financial Services LLC
3,582$253.1K0.0%CoreLowNorth Little Rock, AR2026-10-23
AMG National Trust Bank
3,558$251.4K0.0%ETFLowGreenwood Village, CO2026-11-05
Aviance Capital Partners, LLC
3,546$250.6K0.0%CoreLowNaples, FL2026-10-29
One Way Holdings LLC
3,348$236.6K0.0%CoreMediumFlower Mound, TX2026-10-29
Integrity Alliance, Llc.
3,219$227.5K0.0%ETFMediumUrbandale, IA2026-10-29
Brighton Jones LLC
3,129$221.1K0.0%CoreVery LowSeattle, WA2026-11-03
Sovran Advisors, LLC
3,122$232.9K0.0%ETFMediumSan Diego, CA2026-11-02
Provident Wealth Management, LLC
2,886$203.9K0.1%ETFVery LowBrentwood, TN2026-10-20
Axxcess Wealth Management, LLC
2,881$203.6K0.0%CoreLowCarlsbad, CA2026-10-21
Mission Financial Group, LLC
2,845$201.0K0.2%ETFN/AHonolulu, HI2026-10-21
Farther Finance Advisors, LLC
2,593$183.2K0.0%IndexLowSan Francisco, CA2026-10-08
IFP Advisors, Inc
972$68.7K0.0%GrowthLowTampa, FL2026-10-16
MTM Investment Management, LLC
919$64.9K0.0%CoreVery LowSpartanburg, SC2026-10-30
Private Trust Co NA
797$56.3K0.0%CoreLowCleveland, OH2026-10-20
Parallel Advisors, LLC
688$48.6K0.0%IndexLowSan Francisco, CA2026-11-03
CoreCap Advisors, LLC
585$41.3K0.0%ETFMediumSouthfield, MI2026-10-08
Abound Wealth Management
529$37.4K0.0%ETFVery LowFranklin, TN2026-10-26
Fifth Third Bancorp
422$29.8K0.0%IndexVery LowCincinnati, OH2026-11-05
Wilmington Savings Fund Society, FSB
360$25.4K0.0%CoreLowWilmington, DE2026-10-23
Compass Financial Management LLC
335$23.7K0.0%CoreN/ATampa, FL2026-10-30
EverSource Wealth Advisors, LLC
279$19.7K0.0%CoreMediumBirmingham, AL2026-11-04
Creative Financial Designs Inc
278$19.6K0.0%ETFMediumKokomo, IN2026-11-04
Capital Advisors, Ltd. LLC
245$170.0%ETFLowShaker Heights, OH2026-10-27
Gamma Investing LLC
200$14.1K0.0%IndexVery LowFoster City, CA2026-10-08
Assetmark, Inc
157$11.1K0.0%ETFLowConcord, CA2026-10-21
Latitude Advisors, LLC
123$8.7K0.0%ETFLowYorkville, IL2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
108$7.6K0.0%GrowthMediumIndianapolis, IN2026-10-14
Spire Wealth Management
102$7.2K0.0%GrowthMediumMclean, VA2026-10-30
Parkside Financial Bank & Trust
99$7.0K0.0%CoreVery LowSaint Louis, MO2026-10-27
Buck Wealth Strategies, LLC
93$6.6K0.0%ValueMediumDenver, CO2026-10-28
Allspring Global Investments Holdings, LLC
80$5.7K0.0%CoreMediumCharlotte, NC2026-11-04
Nvwm, LLC
75$5.3K0.0%GrowthMediumYardley, PA2026-10-14
Signaturefd, LLC
68$4.8K0.0%IndexLowAtlanta, GA2026-10-23
Kingdom Financial Group Llc.
54$3.8K0.0%ETFMediumPeoria, AZ2026-11-04
Mosley Wealth Management
53$3.9K0.0%ETFHighAnaheim, CA2026-10-16
Pension & Wealth Management Advisors, Inc.
50$3.6K0.0%ETFLowWaltham, MA2026-10-16
First Bancorp, Inc
49$3.5K0.0%ValueVery LowDamariscotta, ME2026-10-26
Root Financial Partners, LLC
45$3.2K0.0%ETFMediumEncinitas, CA2026-10-21
Bell Investment Advisors, Inc
39$2.8K0.0%ETFVery LowOrinda, CA2026-10-29
Physician Wealth Advisors, Inc.
34$2.4K0.0%ETFMediumMidvale, UT2026-10-20
Bayban
30$2.1K0.0%ValueLowBayport, MN2026-11-05
Community Financial Services Group, LLC
28$2.0K0.0%GrowthLowNewport, VT2026-10-15
Godsey & Gibb, Inc
23$1.6K0.0%CoreLowRichmond, VA2026-10-14
Rachor Investment Advisory Services, LLC
13$9300.0%ETFVery LowLinden, MI2026-10-29
William Mack & Associates, Inc.
12$8480.0%ETFLowTroy, MI2026-10-27
Triumph Capital Management
8$5650.0%ETFMediumDenver, CO2026-10-14
US Bancorp \de\
7$4950.0%IndexLowMinneapolis, MN2026-11-05
Blue Trust, Inc.
4$2680.0%ETFLowBrentwood, TN2026-10-15
POM Investment Strategies, LLC
3$2180.0%ETFVery HighRaleigh, NC2026-10-20
Networth Advisors, LLC
2$1420.0%ETFMediumCanonsburg, PA2026-11-03
Cape Investment Advisory, Inc.
1$710.0%ETFLowMcdonough, GA2026-10-13