FDLO Institutional Ownership & Shareholders
FIDELITY LOW VOLATILITY FACT (FDLO) is currently held by 173 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $969.58M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Fmr Llc is currently the largest disclosed institutional shareholder of FDLO tracked by InsiderSet, reporting ownership valued at approximately $555.63M in its June 30, 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 $607.06M, representing an estimated gain of +9.26% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% 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
173
Total Reported Value
$969.58M
Largest Holder
Fmr Llc
Largest Position
$555.63M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
52
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fmr Llc | 0.02% | 8,130,998 | $555,631,765 | $607,060,311 | +$51,428,546 | +9.26% | |
| Commonwealth Equity Services, Llc | 0.06% | 695,097 | $49,115,571 | $51,895,942 | +$2,780,371 | +5.66% | |
| Envestnet Asset Management Inc | 0.01% | 534,296 | $36,511,135 | $39,890,539 | +$3,379,404 | +9.26% | |
| Lpl Financial Llc | 0.01% | 425,154 | $29,052,862 | $31,741,998 | +$2,689,136 | +9.26% | |
| Campbell Deegan Wealth Management, Llc | 16.38% | 337,359 | $23,053,420 | $25,187,223 | +$2,133,803 | +9.26% | |
| Bank Of America Corp | 0.00% | 281,823 | $19,258,374 | $21,040,905 | +$1,782,531 | +9.26% | |
| Cetera Investment Advisers | 0.02% | 269,229 | $18,397,810 | $20,100,637 | +$1,702,827 | +9.26% | |
| Ameritas Advisory Services, Llc | 0.35% | 254,114 | $17,364,873 | $18,972,151 | +$1,607,278 | +9.26% | |
| Corient Private Wealth Llc | 0.02% | 186,302 | $12,730,997 | $13,909,307 | +$1,178,310 | +9.26% | |
| Segall Bryant & Hamill, Llc | 0.15% | 186,105 | $12,717,517 | $13,894,599 | +$1,177,082 | +9.26% | |
| Cerity Partners Llc | 0.02% | 182,143 | $12,446,743 | $13,598,796 | +$1,152,053 | +9.26% | |
| Kestra Advisory Services, Llc | 0.03% | 171,271 | $12,102,040 | $12,787,093 | +$685,053 | +5.66% | |
| Raymond James Financial Inc | 0.00% | 145,468 | $9,940,577 | $10,860,641 | +$920,064 | +9.26% | |
| 49 Wealth Management, Llc | 1.74% | 133,211 | $9,102,963 | $9,945,533 | +$842,570 | +9.26% | |
| Newedge Advisors, Llc | 0.03% | 123,304 | $8,425,994 | $9,205,877 | +$779,883 | +9.26% | |
| Osaic Holdings, Inc. | 0.01% | 121,023 | $8,274,579 | $9,035,577 | +$760,998 | +9.20% | |
| Goldman Sachs Group Inc | 0.00% | 116,662 | $7,972,098 | $8,709,985 | +$737,887 | +9.26% | |
| Kennedy Investment Group, Inc. | 2.49% | 109,582 | $7,743,065 | $8,181,392 | +$438,327 | +5.66% | |
| Royal Bank Of Canada | 0.00% | 112,946 | $7,718,000 | $8,432,548 | +$714,548 | +9.26% | |
| Lido Advisors, Llc | 0.02% | 99,075 | $6,770,317 | $7,396,940 | +$626,623 | +9.26% | |
| Gfg Capital, Llc | 1.74% | 93,746 | $6,624,092 | $6,999,076 | +$374,984 | +5.66% | |
| Mechanics Bank Trust Department | 0.79% | 89,219 | $6,304,214 | $6,661,091 | +$356,877 | +5.66% | |
| Savant Capital, Llc | 0.02% | 76,680 | $5,601,175 | $5,724,929 | +$123,754 | +2.21% | |
| Exencial Wealth Advisors, Llc | 0.15% | 76,254 | $4,925,253 | $5,693,124 | +$767,871 | +15.59% | |
| Morgan Stanley | 0.00% | 62,188 | $4,249,629 | $4,642,956 | +$393,327 | +9.26% | |
| Stifel Financial Corp | 0.00% | 60,738 | $4,150,551 | $4,534,699 | +$384,148 | +9.26% | |
| Envision Financial Transparency, Llc | 3.36% | 55,268 | $3,938,403 | $4,126,309 | +$187,906 | +4.77% | |
| Two Sigma Investments, Lp | 0.00% | 57,000 | $3,895,095 | $4,255,620 | +$360,525 | +9.26% | |
| Abundance Wealth Counselors | 0.54% | 54,119 | $3,824,014 | $4,040,525 | +$216,511 | +5.66% | |
| Jpmorgan Chase & Co | 0.00% | 44,854 | $3,059,097 | $3,348,800 | +$289,703 | +9.47% | |
| Weaver Consulting Group | 0.59% | 42,778 | $3,022,693 | $3,193,805 | +$171,112 | +5.66% | |
| Susquehanna International Group, Llp | 0.00% | 40,397 | $2,760,529 | $3,016,040 | +$255,511 | +9.26% | |
| Kestra Private Wealth Services, Llc | 0.02% | 30,641 | $2,165,075 | $2,287,657 | +$122,582 | +5.66% | |
| Capital Analysts, Llc | 0.05% | 31,456 | $2,150,000 | $2,348,505 | +$198,505 | +9.23% | |
| Strategic Blueprint, Llc | 0.10% | 29,823 | $2,107,297 | $2,226,585 | +$119,288 | +5.66% | |
| Advisors Capital Management, Llc | 0.02% | 30,453 | $2,081,030 | $2,273,621 | +$192,591 | +9.25% | |
| Donaldson Capital Management, Llc | 0.06% | 28,852 | $1,971,601 | $2,154,090 | +$182,489 | +9.26% | |
| Tempus Wealth Planning, Llc | 0.30% | 22,081 | $1,560,243 | $1,648,567 | +$88,324 | +5.66% | |
| Argent Trust Co | 0.04% | 22,008 | $1,503,918 | $1,643,117 | +$139,199 | +9.26% | |
| Rehmann Capital Advisory Group | 0.07% | 20,877 | $1,426,629 | $1,558,677 | +$132,048 | +9.26% | |
| J.W. Cole Advisors, Inc. | 0.02% | 19,522 | $1,334,027 | $1,457,513 | +$123,486 | +9.26% | |
| O'Shaughnessy Asset Management, Llc | 0.01% | 15,984 | $1,092,267 | $1,193,365 | +$101,098 | +9.26% | |
| Roxbury Financial Llc | 0.83% | 15,275 | $1,079,346 | $1,140,432 | +$61,086 | +5.66% | |
| Envestnet Portfolio Solutions, Inc. | 0.00% | 15,281 | $1,044,199 | $1,140,879 | +$96,680 | +9.26% | |
| Coppell Advisory Solutions Llc | 0.09% | 301 | $1,040,458 | $22,473 | -$1,017,985 | -97.84% | |
| Pallas Capital Advisors Llc | 0.03% | 13,937 | $952,406 | $1,040,536 | +$88,130 | +9.25% | |
| Creative Planning | 0.00% | 13,098 | $925,486 | $977,897 | +$52,411 | +5.66% | |
| Rockefeller Capital Management L.P. | 0.00% | 12,828 | $876,601 | $957,738 | +$81,137 | +9.26% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 11,419 | $824,580 | $852,543 | +$27,963 | +3.39% | |
| Great Valley Advisor Group, Inc. | 0.01% | 11,817 | $807,816 | $882,257 | +$74,441 | +9.22% |
Frequently asked questions about FDLO
Who are the largest institutional holders of FDLO?
The largest institutional holders of FDLO reported in the latest SEC Form 13F filings include Fmr Llc, Commonwealth Equity Services, Llc, Envestnet Asset Management Inc, Lpl Financial Llc, and Campbell Deegan Wealth Management, Llc. InsiderSet ranks institutional holders by their latest reported FDLO position.
What is FDLO institutional ownership?
This page tracks FDLO positions reported by institutional investment managers through SEC Form 13F. FIDELITY LOW VOLATILITY FACT (FDLO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FDLO?
InsiderSet currently tracks 173 institutional managers reporting FDLO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FDLO shareholders.
How much FDLO stock do institutions own?
Institutional investment managers disclosed approximately $969.58M in FDLO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FDLO institutional ownership last updated?
The latest FDLO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FDLO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FDLO position after the reporting date.
Are institutions buying or selling FDLO?
Institutional buying and selling can be analyzed by comparing FDLO positions across consecutive 13F reporting periods. InsiderSet's FDLO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FDLO ownership changes.
How has FDLO institutional ownership changed over time?
InsiderSet tracks FDLO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.