Who Owns FIDELITY LOW DURATION BOND FACTOR ETF (FLDR)?Hedge Fund & Institutional Holders

$50.16-0.03 (-0.05%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+12 / -2

Price History

$49.81$49.97$50.13$50.30$50.45Sep 24Jun 25Mar 26

FLDR — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COMMONWEALTH EQUITY SERVICES, LLCNew Position+644K+$32.0B
Financially Speaking IncNew Position+349K+$17.5B
BANK OF AMERICA CORP /DE/Increased+9K+$14.0B
GOLDMAN SACHS GROUP INCNew Position+272K+$13.0B
Kraft, Davis & Associates, LLCNew Position+173K+$8.7B
RAYMOND JAMES FINANCIAL INCIncreased+159K+$7.0B
Cedar Point Capital Partners, LLCNew Position+126K+$6.3B
RCS Financial Planning, LLCNew Position+121K+$6.1B
Huntleigh Advisors, Inc.New Position+114K+$5.7B
PLANWISER FINANCIAL, LLCNew Position+109K+$5.5B
Koshinski Asset Management, Inc.Increased+71K+$3.6B
Lakeridge Wealth Management LLCNew Position+68K+$3.4B
Sowell Financial Services LLCNew Position+58K+$2.9B
HOWARD WEALTH MANAGEMENT, LLCNew Position+51K+$2.5B
Schwallier Wealth Management LLCNew Position+48K+$2.4B

FLDR — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NWF Advisory Services Inc.Decreased-441K-$22.1B
MML INVESTORS SERVICES, LLCDecreased-35K-$15.1B
JANE STREET GROUP, LLCDecreased-84K-$5.9B
Mariner, LLCDecreased-1K-$4.3B
&PARTNERSDecreased-610-$622.7M
CITADEL ADVISORS LLCClosed Position-11K-$562.2M
Prospera Financial Services IncDecreased-47-$373.1M
Steward Partners Investment Advisory, LLCDecreased-2K-$328.8M
PLANNING DIRECTIONS INCDecreased-5K-$270.4M
Creative PlanningClosed Position-5K-$255.9M
IFP Advisors, IncDecreased-660-$99.5M
SELDON CAPITAL LPDecreased-2K-$76.4M
Andrew Hill Investment Advisors, Inc.Decreased-1K-$59.7M
TOUNJIAN ADVISORY PARTNERS, LLCDecreased-252-$12.8M
UBS Group AGDecreased-224-$6.3M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1WELLS FARGO & COMPANY/MN833,748$41.0B0.01%Share
2RAYMOND JAMES FINANCIAL INC775,943$38.0B0.01%Share
3COMMONWEALTH EQUITY SERVICES, LLC644,156$32.0B0.04%Share
4Financially Speaking Inc336,813$16.9B10.95%Share
5GOLDMAN SACHS GROUP INC272,283$13.0B0.00%Share
6BANK OF AMERICA CORP /DE/236,143$11.0B0.00%Share
7WELLS FARGO & COMPANY/MN189,937$9.0B0.00%Share
8Kraft, Davis & Associates, LLC173,373$8.7B1.95%Share
9UBS Group AG172,452$8.7B0.00%Share
10OSAIC HOLDINGS, INC.177,612$8.0B0.01%Share
11WealthTrust Axiom LLC158,401$8.0B2.05%Share
12Cedar Point Capital Partners, LLC126,328$6.3B4.05%Share
13RCS Financial Planning, LLC121,192$6.1B2.63%Share
14Huntleigh Advisors, Inc.114,180$5.7B0.97%Share
15PLANNING DIRECTIONS INC113,546$5.7B2.87%Share
16Koshinski Asset Management, Inc.113,050$5.7B0.37%Share
17PLANWISER FINANCIAL, LLC109,018$5.5B3.90%Share
18ROYAL BANK OF CANADA116,737$5.0B0.00%Share
19LOWERY THOMAS, LLC74,451$3.7B2.11%Share
20NWF Advisory Services Inc.70,881$3.6B0.39%Share
21Lakeridge Wealth Management LLC67,619$3.4B1.54%Share
22BANK OF AMERICA CORP /DE/76,934$3.0B0.00%Share
23Snowden Capital Advisors LLC71,800$3.0B0.08%Share
24Sowell Financial Services LLC57,865$2.9B0.11%Share
25HOWARD WEALTH MANAGEMENT, LLC50,663$2.5B1.11%Share
26TABLEAUX LLC131,769$2.4B1.69%Share
27Schwallier Wealth Management LLC47,887$2.4B1.54%Share
28HERBST GROUP, LLC47,600$2.4B1.41%Share
29Cottage Street Advisors LLC47,462$2.4B1.01%Share
30Strategic Blueprint, LLC40,449$2.0B0.12%Share
31Great Lakes Retirement, Inc.56,149$2.0B0.21%Share
32TradeWell Securities, LLC.30,790$1.5B0.60%Share
33Flavin Financial Services, Inc.27,857$1.4B0.96%Share
34OSAIC HOLDINGS, INC.28,612$1.0B0.00%Share
35Genesee Capital Advisors, LLC16,522$829.0M0.33%Share
36Sugar Maple Asset Management, LLC15,608$784.0M0.53%Share
37Savvy Advisors, Inc.14,746$740.0M0.02%Share
38TOUNJIAN ADVISORY PARTNERS, LLC14,504$728.0M0.25%Share
39FORONJY FINANCIAL LLC14,285$717.0M0.30%Share
40Virtus Wealth Solutions LLC13,173$661.0M0.13%Share
41Andrew Hill Investment Advisors, Inc.13,061$656.0M0.50%Share
42Financially Speaking Inc12,187$612.0M0.40%Share
43Anson Capital, Inc.11,228$563.0M0.41%Share
44SHUFRO ROSE & CO LLC11,100$557.0M0.04%Share
45Elm3 Financial Group, LLC10,973$551.0M0.46%Share
46GUIDANCE CAPITAL, INC10,881$547.0M0.13%Share
47Mach-1 Financial Group, LLC9,801$492.0M0.10%Share
48Csenge Advisory Group9,596$482.0M0.02%Share
49Revisor Wealth Management LLC8,858$445.0M0.12%Share
50Seed Wealth Management, Inc.8,700$437.0M0.30%Share

FLDR Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025123$289.0B+59
Q3 202564$227.3B-26
Q2 202590$286.9B+8
Q1 202582$256.8B+16
Q4 202466$1.3T+24
Q3 202442$22.4T-2
Q2 202444$13.7T+6
Q1 202438$7.3T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold FLDR (FIDELITY LOW DURATION BOND FACTOR ETF). The largest holder is WELLS FARGO & COMPANY/MN with $41.0B in shares. This quarter, 12 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own FLDR?

As of Q4 2025, 50 institutional investors report holding FLDR (FIDELITY LOW DURATION BOND FACTOR ETF) in their 13F filings.

Who is the largest institutional holder of FLDR?

The largest institutional holder of FLDR is WELLS FARGO & COMPANY/MN with $41.0B in shares.

Is institutional ownership of FLDR increasing or decreasing?

This quarter, 12 institutions opened new positions in FLDR and 2 closed their positions.