FIDELITY LOW VOLATILITY FACT (FDLO) Institutional Shareholders
FIDELITY LOW VOLATILITY FACT (FDLO) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $931.89M in FDLO holdings during the latest filing period.
Fmr Llc is currently the largest disclosed institutional shareholder of FDLO tracked by InsiderSet, reporting ownership valued at approximately $578.05M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $639.08M, representing an estimated gain of +10.56% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 84% of the total disclosed FDLO value among the investors covered in this analysis. Major shareholders include Fmr Llc, Commonwealth Equity Services, Llc, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in FIDELITY LOW VOLATILITY FACT (FDLO).
This page ranks the largest institutional FDLO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
158
Total Reported Value
$931.89M
Largest Holder
Fmr Llc
Largest Position
$578.05M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
151
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fmr Llc | 0.03% | 8,949,504 | $578,048,456 | $639,084,081 | +$61,035,625 | +10.56% | |
| Commonwealth Equity Services, Llc | 0.06% | 712,806 | $46,040,133 | $50,901,476 | +$4,861,343 | +10.56% | |
| Envestnet Asset Management Inc | 0.01% | 524,517 | $33,878,521 | $37,455,759 | +$3,577,238 | +10.56% | |
| Lpl Financial Llc | 0.01% | 417,685 | $26,978,260 | $29,826,886 | +$2,848,626 | +10.56% | |
| Campbell Deegan Wealth Management, Llc | 17.17% | 330,828 | $21,368,172 | $23,624,427 | +$2,256,255 | +10.56% | |
| Bank Of America Corp | 0.00% | 302,488 | $19,537,672 | $21,600,668 | +$2,062,996 | +10.56% | |
| Cetera Investment Advisers | 0.02% | 256,501 | $16,567,422 | $18,316,736 | +$1,749,314 | +10.56% | |
| Cerity Partners Llc | 0.02% | 201,821 | $13,035,603 | $14,412,038 | +$1,376,435 | +10.56% | |
| Kestra Advisory Services, Llc | 0.05% | 200,461 | $12,947,803 | $14,314,920 | +$1,367,117 | +10.56% | |
| Ae Wealth Management Llc | 0.07% | 193,124 | $12,473,893 | $13,790,985 | +$1,317,092 | +10.56% | |
| Sykon Capital Llc | 3.95% | 183,619 | $11,859,972 | $13,112,233 | +$1,252,261 | +10.56% | |
| Morgan Stanley | 0.00% | 146,901 | $9,488,395 | $10,490,200 | +$1,001,805 | +10.56% | |
| Raymond James Financial Inc | 0.00% | 146,728 | $9,477,187 | $10,477,846 | +$1,000,659 | +10.56% | |
| First Trust Advisors Lp | 0.01% | 123,227 | $7,959,231 | $8,799,640 | +$840,409 | +10.56% | |
| Royal Bank Of Canada | 0.00% | 118,595 | $7,660,000 | $8,468,869 | +$808,869 | +10.56% | |
| Lido Advisors, Llc | 0.03% | 109,339 | $7,062,270 | $7,807,898 | +$745,628 | +10.56% | |
| Ameritas Advisory Services, Llc | 0.27% | 106,641 | $6,887,951 | $7,615,234 | +$727,283 | +10.56% | |
| Gfg Capital, Llc | 1.89% | 100,671 | $6,879,353 | $7,188,916 | +$309,563 | +4.50% | |
| Mechanics Bank Trust Department | 0.79% | 93,546 | $6,392,466 | $6,680,120 | +$287,654 | +4.50% | |
| Abundance Wealth Counselors | 0.40% | 91,006 | $6,218,869 | $6,498,738 | +$279,869 | +4.50% | |
| Osaic Holdings, Inc. | 0.01% | 82,529 | $5,333,838 | $5,893,396 | +$559,558 | +10.49% | |
| Exencial Wealth Advisors, Llc | 0.15% | 76,254 | $4,925,253 | $5,445,298 | +$520,045 | +10.56% | |
| Stifel Financial Corp | 0.00% | 59,184 | $3,822,710 | $4,226,329 | +$403,619 | +10.56% | |
| Weaver Consulting Group | 0.66% | 43,084 | $2,782,796 | $3,076,628 | +$293,832 | +10.56% | |
| Goldman Sachs Group Inc | 0.00% | 38,402 | $2,480,385 | $2,742,287 | +$261,902 | +10.56% | |
| Susquehanna International Group, Llp | 0.00% | 36,702 | $2,370,582 | $2,620,890 | +$250,308 | +10.56% | |
| Advisors Capital Management, Llc | 0.02% | 32,624 | $2,107,213 | $2,329,680 | +$222,467 | +10.56% | |
| Kestra Private Wealth Services, Llc | 0.03% | 31,808 | $2,054,464 | $2,271,409 | +$216,945 | +10.56% | |
| Strategic Blueprint, Llc | 0.10% | 29,270 | $2,000,141 | $2,090,171 | +$90,030 | +4.50% | |
| Jane Street Group, Llc | 0.00% | 24,648 | $1,592,014 | $1,760,114 | +$168,100 | +10.56% | |
| Tempus Wealth Planning, Llc | 0.30% | 22,081 | $1,508,905 | $1,576,804 | +$67,899 | +4.50% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 23,083 | $1,490,929 | $1,648,357 | +$157,428 | +10.56% | |
| Argent Trust Co | 0.05% | 22,008 | $1,421,496 | $1,571,591 | +$150,095 | +10.56% | |
| Rehmann Capital Advisory Group | 0.07% | 20,877 | $1,348,445 | $1,490,827 | +$142,382 | +10.56% | |
| J.W. Cole Advisors, Inc. | 0.02% | 19,522 | $1,334,027 | $1,394,066 | +$60,039 | +4.50% | |
| Rockefeller Capital Management L.P. | 0.00% | 20,510 | $1,324,741 | $1,464,619 | +$139,878 | +10.56% | |
| Hershey Financial Advisers, Llc | 1.04% | 18,727 | $1,209,578 | $1,337,295 | +$127,717 | +10.56% | |
| O'Shaughnessy Asset Management, Llc | 0.01% | 16,270 | $1,050,879 | $1,161,841 | +$110,962 | +10.56% | |
| Envestnet Portfolio Solutions, Inc. | 0.01% | 15,281 | $1,044,199 | $1,091,216 | +$47,017 | +4.50% | |
| Roxbury Financial Llc | 0.82% | 15,230 | $1,040,772 | $1,087,574 | +$46,802 | +4.50% | |
| Security Financial Services, Inc. | 0.13% | 13,581 | $928,058 | $969,819 | +$41,761 | +4.50% | |
| Asset Allocation Strategies Llc | 0.16% | 14,232 | $919,243 | $1,016,307 | +$97,064 | +10.56% | |
| Pallas Capital Advisors Llc | 0.03% | 13,957 | $901,480 | $996,669 | +$95,189 | +10.56% | |
| Smart Money Group Llc | 0.26% | 13,630 | $880,341 | $973,318 | +$92,977 | +10.56% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 11,228 | $787,555 | $801,791 | +$14,236 | +1.81% | |
| Great Valley Advisor Group, Inc. | 0.01% | 11,825 | $763,531 | $844,423 | +$80,892 | +10.59% | |
| Integrated Advisors Network Llc | 0.04% | 11,748 | $758,777 | $838,925 | +$80,148 | +10.56% | |
| Creative Planning | 0.00% | 11,136 | $719,273 | $795,222 | +$75,949 | +10.56% | |
| Cullen/Frost Bankers, Inc. | 0.01% | 10,324 | $705,509 | $737,237 | +$31,728 | +4.50% | |
| Corient Private Wealth Llc | 0.00% | 10,541 | $680,861 | $752,733 | +$71,872 | +10.56% |
Frequently asked questions about FDLO
Who owns the most FDLO stock?
The largest holders of FDLO are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIDELITY LOW VOLATILITY FACT (FDLO).
Is FDLO widely held by superinvestors?
Many widely followed stocks like FDLO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FDLO is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.