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Fidelity D&D Bancorp Inc (FDBC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
DECREASED
Shares116,927 from 121,639
Change-4,712 (-4%)
Value$6.4M (+$95.8K)
Filed 2026-11-06
Fidelity D & D Bancorp Inc
UNCHANGED
Shares94,958 from 94,958
Change0 (0%)
Value$5.2M (+$274.4K)
Filed 2026-11-05
Creative Planning
INCREASED
Shares41,351 from 41,249
Change+102 (+0%)
Value$2.2M (+$124.7K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares32,210 from 32,188
Change+22 (+0%)
Value$1.7M (+$94.2K)
Filed 2026-11-02
Bank of New York Mellon Corp
INCREASED
Shares30,630 from 30,403
Change+227 (+1%)
Value$1.7M (+$100.2K)
Filed 2026-11-05
Dimensional Fund Advisors LP
INCREASED
Shares22,614 from 21,747
Change+867 (+4%)
Value$1.2M (+$110.2K)
Filed 2026-11-04
Alliance Wealth Advisors, LLC
DECREASED
Shares15,063 from 15,318
Change-255 (-2%)
Value$818.1K (+$30.4K)
Filed 2026-10-14
LSV Asset Management
INCREASED
Shares12,552 from 8,343
Change+4,209 (+50%)
Value$682.0K (+$253.0K)
Filed 2026-11-06
Barclays PLC
INCREASED
Shares9,977 from 9,635
Change+342 (+4%)
Value$541.9K (+$46.4K)
Filed 2026-11-06
Truist Financial Corp
UNCHANGED
Shares8,259 from 8,259
Change0 (0%)
Value$448.5K (+$23.9K)
Filed 2026-10-30
Jacobi Capital Management LLC
DECREASED
Shares8,231 from 9,223
Change-992 (-11%)
Value$447.0K (-$27.2K)
Filed 2026-11-05
PNC Financial Services Group, Inc.
UNCHANGED
Shares7,728 from 7,728
Change0 (0%)
Value$419.7K (+$22.3K)
Filed 2026-11-06
Lewis Asset Management, LLC
DECREASED
Shares7,646 from 7,818
Change-172 (-2%)
Value$415.3K (+$13.2K)
Filed 2026-10-14
Zullo Investment Group, Inc.
UNCHANGED
Shares5,943 from 5,943
Change0 (0%)
Value$322.8K (+$17.2K)
Filed 2026-10-20
Deutsche Bank Ag\
DECREASED
Shares4,086 from 4,633
Change-547 (-12%)
Value$221.9K (-$16.3K)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares3,930 from 3,914
Change+16 (+0%)
Value$213.4K (+$12.2K)
Filed 2026-10-08
Russell Investments Group, Ltd.
DECREASED
Shares2,603 from 2,609
Change-6 (0%)
Value$141.4K (+$7.2K)
Filed 2026-11-06
Versant Capital Management, Inc
DECREASED
Shares1,388 from 1,396
Change-8 (-1%)
Value$75.4K (+$3.6K)
Filed 2026-10-02
Citigroup Inc
DECREASED
Shares1,333 from 2,217
Change-884 (-40%)
Value$72.4K (-$41.6K)
Filed 2026-11-04
Gamma Investing LLC
UNCHANGED
Shares614 from 614
Change0 (0%)
Value$33.3K (+$1.8K)
Filed 2026-10-08
Rossby Financial, LCC
NEW
Shares500
Change+500
Value$27.2K
Filed 2026-11-05
Triumph Capital Management
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$21.7K (+$1.2K)
Filed 2026-10-14
Peoples Financial Services Corp.
UNCHANGED
Shares146 from 146
Change0 (0%)
Value$7.9K (+$424)
Filed 2026-10-20
Sterling Capital Management LLC
DECREASED
Shares90 from 96
Change-6 (-6%)
Value$4.9K (-$48)
Filed 2026-10-22
Allworth Financial LP
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$3.6K ($0)
Filed 2026-11-06
Pension & Wealth Management Advisors, Inc.
NEW
Shares65
Change+65
Value$3.5K
Filed 2026-10-16
EverSource Wealth Advisors, LLC
DECREASED
Shares44 from 46
Change-2 (-4%)
Value$2.4K (+$24)
Filed 2026-11-04
Essential Partners LLC
DECREASED
Shares40 from 41
Change-1 (-2%)
Value$2.2K (+$64)
Filed 2026-10-14
IFP Advisors, Inc
INCREASED
Shares36 from 34
Change+2 (+6%)
Value$2.0K (+$207)
Filed 2026-10-16
Larson Financial Group LLC
INCREASED
Shares25 from 14
Change+11 (+79%)
Value$1.4K (+$638)
Filed 2026-11-05
Covestor Ltd
INCREASED
Shares23 from 14
Change+9 (+64%)
Value$1 ($0)
Filed 2026-10-30
SJS Investment Consulting Inc.
INCREASED
Shares13 from 2
Change+11 (+550%)
Value$707 (+$604)
Filed 2026-10-26
True Wealth Design, LLC
INCREASED
Shares12 from 10
Change+2 (+20%)
Value$652 (+$137)
Filed 2026-10-13
Bare Financial Services, Inc
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$597 (+$31)
Filed 2026-11-04
Root Financial Partners, LLC
NEW
Shares7
Change+7
Value$380
Filed 2026-10-21
Provenance Wealth Advisors, LLC
NEW
Shares2
Change+2
Value$109
Filed 2026-10-30
Caitong International Asset Management Co., Ltd
NEW
Shares2
Change+2
Value$109
Filed 2026-10-29
Fortitude Family Office, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$109 (+$6)
Filed 2026-10-14
Stone House Investment Management, LLC
CLOSED
Shares0 from 60
Change-60 (-100%)
Value$0 (-$3.1K)
Filed 2026-10-23
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$51)
Filed 2026-10-07
BlackRock, Inc.
N/A
Shares— from 345,008
Change-345,008 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 194,785
Change-194,785 (-100%)
Value—
State Street Corp
N/A
Shares— from 75,160
Change-75,160 (-100%)
Value—
Siena Capital Partners GP, LLC
N/A
Shares— from 45,276
Change-45,276 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 38,488
Change-38,488 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 37,986
Change-37,986 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 36,243
Change-36,243 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 35,148
Change-35,148 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 31,947
Change-31,947 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 29,912
Change-29,912 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 24,342
Change-24,342 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 19,405
Change-19,405 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 13,339
Change-13,339 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 11,337
Change-11,337 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 10,831
Change-10,831 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 10,491
Change-10,491 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 10,046
Change-10,046 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 8,777
Change-8,777 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 8,530
Change-8,530 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 7,915
Change-7,915 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 6,928
Change-6,928 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 6,774
Change-6,774 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 6,119
Change-6,119 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 6,070
Change-6,070 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 5,928
Change-5,928 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 5,608
Change-5,608 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 5,453
Change-5,453 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 5,104
Change-5,104 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 4,308
Change-4,308 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 4,017
Change-4,017 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 2,766
Change-2,766 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 2,190
Change-2,190 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 2,039
Change-2,039 (-100%)
Value—
Meeder Asset Management Inc
N/A
Shares— from 2,024
Change-2,024 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,977
Change-1,977 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 1,724
Change-1,724 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,620
Change-1,620 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 1,441
Change-1,441 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,249
Change-1,249 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 854
Change-854 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 740
Change-740 (-100%)
Value—
UBS Group AG
N/A
Shares— from 735
Change-735 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 624
Change-624 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 551
Change-551 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 445
Change-445 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 385
Change-385 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 65
Change-65 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 39
Change-39 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 26
Change-26 (-100%)
Value—
Quarry LP
N/A
Shares— from 24
Change-24 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Geode Capital Management, LLC
DECREASED116,927121,639-4,712-4%$6.3M$6.4M+$95.8K2026-11-06
Fidelity D & D Bancorp Inc
UNCHANGED94,95894,95800%$4.9M$5.2M+$274.4K2026-11-05
Creative Planning
INCREASED41,35141,249+102+0%$2.1M$2.2M+$124.7K2026-11-02
Commonwealth Equity Services, LLC
INCREASED32,21032,188+22+0%$1.7M$1.7M+$94.2K2026-11-02
Bank of New York Mellon Corp
INCREASED30,63030,403+227+1%$1.6M$1.7M+$100.2K2026-11-05
Dimensional Fund Advisors LP
INCREASED22,61421,747+867+4%$1.1M$1.2M+$110.2K2026-11-04
Alliance Wealth Advisors, LLC
DECREASED15,06315,318-255-2%$787.6K$818.1K+$30.4K2026-10-14
LSV Asset Management
INCREASED12,5528,343+4,209+50%$429.0K$682.0K+$253.0K2026-11-06
Barclays PLC
INCREASED9,9779,635+342+4%$495.4K$541.9K+$46.4K2026-11-06
Truist Financial Corp
UNCHANGED8,2598,25900%$424.7K$448.5K+$23.9K2026-10-30
Jacobi Capital Management LLC
DECREASED8,2319,223-992-11%$474.3K$447.0K-$27.2K2026-11-05
PNC Financial Services Group, Inc.
UNCHANGED7,7287,72800%$397.4K$419.7K+$22.3K2026-11-06
Lewis Asset Management, LLC
DECREASED7,6467,818-172-2%$402.0K$415.3K+$13.2K2026-10-14
Zullo Investment Group, Inc.
UNCHANGED5,9435,94300%$305.6K$322.8K+$17.2K2026-10-20
Deutsche Bank Ag\
DECREASED4,0864,633-547-12%$238.2K$221.9K-$16.3K2026-11-06
Farther Finance Advisors, LLC
INCREASED3,9303,914+16+0%$201.3K$213.4K+$12.2K2026-10-08
Russell Investments Group, Ltd.
DECREASED2,6032,609-60%$134.2K$141.4K+$7.2K2026-11-06
Versant Capital Management, Inc
DECREASED1,3881,396-8-1%$71.8K$75.4K+$3.6K2026-10-02
Citigroup Inc
DECREASED1,3332,217-884-40%$114.0K$72.4K-$41.6K2026-11-04
Gamma Investing LLC
UNCHANGED61461400%$31.6K$33.3K+$1.8K2026-10-08
Rossby Financial, LCC
NEW500—+500——$27.2K—2026-11-05
Triumph Capital Management
UNCHANGED40040000%$20.6K$21.7K+$1.2K2026-10-14
Peoples Financial Services Corp.
UNCHANGED14614600%$7.5K$7.9K+$4242026-10-20
Sterling Capital Management LLC
DECREASED9096-6-6%$4.9K$4.9K-$482026-10-22
Allworth Financial LP
UNCHANGED707000%$3.6K$3.6K$02026-11-06
Pension & Wealth Management Advisors, Inc.
NEW65—+65——$3.5K—2026-10-16
EverSource Wealth Advisors, LLC
DECREASED4446-2-4%$2.4K$2.4K+$242026-11-04
Essential Partners LLC
DECREASED4041-1-2%$2.1K$2.2K+$642026-10-14
IFP Advisors, Inc
INCREASED3634+2+6%$1.7K$2.0K+$2072026-10-16
Larson Financial Group LLC
INCREASED2514+11+79%$720$1.4K+$6382026-11-05
Covestor Ltd
INCREASED2314+9+64%$1$1$02026-10-30
SJS Investment Consulting Inc.
INCREASED132+11+550%$103$707+$6042026-10-26
True Wealth Design, LLC
INCREASED1210+2+20%$515$652+$1372026-10-13
Bare Financial Services, Inc
UNCHANGED111100%$566$597+$312026-11-04
Root Financial Partners, LLC
NEW7—+7——$380—2026-10-21
Provenance Wealth Advisors, LLC
NEW2—+2——$109—2026-10-30
Caitong International Asset Management Co., Ltd
NEW2—+2——$109—2026-10-29
Fortitude Family Office, LLC
UNCHANGED2200%$103$109+$62026-10-14
Stone House Investment Management, LLC
CLOSED060-60-100%$3.1K$0-$3.1K2026-10-23
Wealth Enhancement Trust Services, Inc.
CLOSED01-1-100%$51$0-$512026-10-07
BlackRock, Inc.
N/A—345,008-345,008-100%$17.7M———
Vanguard Capital Management LLC
N/A—194,785-194,785-100%$10.0M———
State Street Corp
N/A—75,160-75,160-100%$3.9M———
Siena Capital Partners GP, LLC
N/A—45,276-45,276-100%$2.3M———
Goldman Sachs Group Inc
N/A—38,488-38,488-100%$2.0M———
Northern Trust Corp
N/A—37,986-37,986-100%$2.0M———
Liberty Square Wealth Partners LLC
N/A—36,243-36,243-100%$1.9M———
Quantinno Capital Management LP
N/A—35,148-35,148-100%$1.8M———
Vanguard Portfolio Management LLC
N/A—31,947-31,947-100%$1.6M———
Vanguard Fiduciary Trust Co
N/A—29,912-29,912-100%$1.5M———
AQR Capital Management LLC
N/A—24,342-24,342-100%$1.3M———
HSBC Holdings PLC
N/A—19,405-19,405-100%$999.0K———
Charles Schwab Investment Management Inc
N/A—13,339-13,339-100%$685.9K———
Mercer Global Advisors Inc
N/A—11,337-11,337-100%$582.9K———
Martingale Asset Management L P
N/A—10,831-10,831-100%$556.9K———
Renaissance Technologies LLC
N/A—10,491-10,491-100%$539.4K———
Acadian Asset Management LLC
N/A—10,046-10,046-100%$511———
Nuveen, LLC
N/A—8,777-8,777-100%$451.3K———
Bank of America Corp
N/A—8,530-8,530-100%$438.6K———
Morgan Stanley
N/A—7,915-7,915-100%$407.0K———
Curi Capital, LLC
N/A—6,928-6,928-100%$356.2K———
Citadel Advisors LLC
N/A—6,774-6,774-100%$348.3K———
Rhumbline Advisers
N/A—6,119-6,119-100%$314.6K———
Squarepoint Ops LLC
N/A—6,070-6,070-100%$312.1K———
Millennium Management LLC
N/A—5,928-5,928-100%$304.8K———
Arrowstreet Capital, Limited Partnership
N/A—5,608-5,608-100%$288.4K———
Stifel Financial Corp
N/A—5,453-5,453-100%$280.4K———
Janney Montgomery Scott LLC
N/A—5,104-5,104-100%$262.0K———
BNP Paribas Financial Markets
N/A—4,308-4,308-100%$221.5K———
Wells Fargo & Company
N/A—4,017-4,017-100%$206.6K———
MetLife Investment Management, LLC
N/A—2,766-2,766-100%$142.2K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—2,190-2,190-100%$112.6K———
New York State Common Retirement Fund
N/A—2,039-2,039-100%$104.8K———
Meeder Asset Management Inc
N/A—2,024-2,024-100%$104.1K———
JPMorgan Chase & Co
N/A—1,977-1,977-100%$101.6K———
Vanguard Global Advisers, LLC
N/A—1,724-1,724-100%$88.6K———
FMR LLC
N/A—1,620-1,620-100%$83.3K———
Police & Firemen's Retirement System of New Jersey
N/A—1,441-1,441-100%$74.1K———
Royal Bank of Canada
N/A—1,249-1,249-100%$64.0K———
Arax Advisory Partners
N/A—854-854-100%$43.9K———
LOS Angeles Capital Management LLC
N/A—740-740-100%$38.1K———
UBS Group AG
N/A—735-735-100%$37.8K———
Tower Research Capital LLC (TRC)
N/A—624-624-100%$32.1K———
Canada Life Assurance Co
N/A—551-551-100%$28———
Legal & General Group Plc
N/A—445-445-100%$22.9K———
Ameritas Investment Partners, Inc.
N/A—385-385-100%$19.8K———
California State Teachers Retirement System
N/A—65-65-100%$3.3K———
Global Retirement Partners, LLC
N/A—39-39-100%$2.0K———
Jones Financial Companies Lllp
N/A—26-26-100%$1.4K———
Quarry LP
N/A—24-24-100%$1.2K———
Rothschild Investment LLC
N/A—12-12-100%$617———
Basecamp Wealth Advisors LLC
N/A—1-1-100%$51———
JPL Wealth Management, LLC
N/A—1-1-100%$52———
Showing 93 of 93 institutions