Who Owns FLDR?
FIDELITY LOW DURATION BOND FACTOR ETF — Institutional Ownership & 13F Holdings
$50.05
+0.03 (+0.05%)
Market Cap
$1.4B
Shares Outstanding
27,524,255
Institutional Holders
82
Total Inst. Value
$205.0M
% of Float Held
—
QoQ Holder Change
+44
Institutional data as of Q1 2025
New Positions
26
Closed Positions
10
Increased
38
Decreased
8
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | $58.0M | 1,157,941 |
| 2 | AE Wealth Management LLC | $16.2M | 322,664 |
| 3 | BANK OF AMERICA CORP /DE/ | $11.9M | 236,929 |
| 4 | MORGAN STANLEY | $9.1M | 180,725 |
| 5 | UBS Group AG | $8.7M | 172,749 |
| 6 | NWF Advisory Services Inc.New | $8.2M | 164,292 |
| 7 | Cedar Point Capital Partners, LLCNew | $7.6M | 150,916 |
| 8 | Archer Investment Management, LLCNew | $7.4M | 147,956 |
| 9 | Avestar Capital, LLCNew | $6.4M | 128,054 |
| 10 | OSAIC HOLDINGS, INC. | $5.5M | 109,122 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| WELLS FARGO & COMPANY/MN | +36K | $58.0M |
| AE Wealth Management LLC | +27K | $16.2M |
| BANK OF AMERICA CORP /DE/ | +6K | $11.9M |
| MORGAN STANLEY | +4K | $9.1M |
| UBS Group AG | +10K | $8.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| CITADEL ADVISORS LLC | -34K | $1K |
| HARBOUR INVESTMENTS, INC. | -14K | $875K |
| Financially Speaking Inc | -8K | $2.3M |
| Cambridge Investment Research Advisors, Inc. | -5K | $3.7M |
| Great Lakes Retirement, Inc. | -2K | $2.2M |
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Frequently Asked Questions
How many institutional investors hold FLDR?
As of Q1 2025, 82 institutional investors report holding FLDR (FIDELITY LOW DURATION BOND FACTOR ETF) in their 13F filings.
Which hedge fund owns the most FLDR?
The largest institutional holder of FLDR is WELLS FARGO & COMPANY/MN with $58.0M in shares.
Are institutions buying or selling FLDR?
This quarter, 26 institutions opened new positions in FLDR and 10 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.