FLDR Institutional Ownership & Shareholders
FIDELITY LOW DURATION ETF (FLDR) is currently held by 122 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $507.89M 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 FLDR tracked by InsiderSet, reporting ownership valued at approximately $444.63M 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 $443.12M, representing an estimated loss of -0.34% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed FLDR value among the investors covered in this analysis. Major shareholders include Fmr Llc, Wells Fargo & Company/Mn, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in FIDELITY LOW DURATION ETF (FLDR).
This page ranks the largest institutional FLDR 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
122
Total Reported Value
$507.89M
Largest Holder
Fmr Llc
Largest Position
$444.63M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
60
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fmr Llc | 0.02% | 8,873,080 | $444,630,031 | $443,121,615 | -$1,508,416 | -0.34% | |
| Wells Fargo & Company/Mn | 0.01% | 1,245,406 | $62,407,298 | $62,195,576 | -$211,722 | -0.34% | |
| Raymond James Financial Inc | 0.01% | 890,174 | $44,606,614 | $44,455,290 | -$151,324 | -0.34% | |
| Athena Wealth Management, Llc | 28.62% | 801,191 | $39,861,194 | $40,011,479 | +$150,285 | +0.38% | |
| Commonwealth Equity Services, Llc | 0.04% | 689,383 | $34,544,994 | $34,427,787 | -$117,207 | -0.34% | |
| Lpl Financial Llc | 0.01% | 525,613 | $26,338,456 | $26,249,113 | -$89,343 | -0.34% | |
| Kestra Advisory Services, Llc | 0.07% | 406,348 | $20,362,079 | $20,293,019 | -$69,060 | -0.34% | |
| Wealth Management Resources, Inc. | 4.91% | 319,392 | $15,890,524 | $15,950,436 | +$59,912 | +0.38% | |
| Bank Of America Corp | 0.00% | 309,601 | $15,514,090 | $15,461,474 | -$52,616 | -0.34% | |
| Mml Investors Services, Llc | 0.03% | 297,206 | $14,893,013 | $14,842,468 | -$50,545 | -0.34% | |
| Jane Street Group, Llc | 0.01% | 295,935 | $14,829,303 | $14,778,994 | -$50,309 | -0.34% | |
| Osaic Holdings, Inc. | 0.01% | 246,964 | $12,386,467 | $12,333,382 | -$53,085 | -0.43% | |
| Morgan Stanley | 0.00% | 241,780 | $12,115,636 | $12,074,493 | -$41,143 | -0.34% | |
| Stratos Wealth Partners, Ltd. | 0.11% | 225,336 | $11,291,618 | $11,253,280 | -$38,338 | -0.34% | |
| Envestnet Asset Management Inc | 0.00% | 207,532 | $10,399,452 | $10,364,148 | -$35,304 | -0.34% | |
| Wealthtrust Axiom Llc | 2.07% | 185,258 | $9,283,268 | $9,251,785 | -$31,483 | -0.34% | |
| Koshinski Asset Management, Inc. | 0.48% | 185,960 | $9,251,956 | $9,286,842 | +$34,886 | +0.38% | |
| Sowell Financial Services Llc | 0.28% | 176,817 | $8,797,066 | $8,830,241 | +$33,175 | +0.38% | |
| Ubs Group Ag | 0.00% | 153,932 | $7,713,533 | $7,687,364 | -$26,169 | -0.34% | |
| Financially Speaking Inc | 36.61% | 150,614 | $7,538,231 | $7,521,663 | -$16,568 | -0.22% | |
| Howard Wealth Management, Llc | 2.22% | 123,511 | $6,145,011 | $6,168,139 | +$23,128 | +0.38% | |
| Arete Wealth Advisors, Llc | 0.40% | 119,876 | $6,006,997 | $5,986,607 | -$20,390 | -0.34% | |
| Kraft, Davis & Associates, Llc | 1.23% | 116,895 | $5,838,639 | $5,837,736 | -$903 | -0.02% | |
| Planning Directions Inc | 2.56% | 110,473 | $5,535,783 | $5,517,022 | -$18,761 | -0.34% | |
| Royal Bank Of Canada | 0.00% | 104,025 | $5,213,000 | $5,195,009 | -$17,992 | -0.35% | |
| Prime Capital Investment Advisors, Llc | 0.05% | 97,690 | $4,860,299 | $4,878,639 | +$18,340 | +0.38% | |
| Omnistar Financial Group, Inc. | 2.10% | 97,224 | $4,837,113 | $4,855,367 | +$18,254 | +0.38% | |
| Rcs Financial Planning, Llc | 2.32% | 85,798 | $4,282,672 | $4,284,752 | +$2,080 | +0.05% | |
| Cetera Investment Advisers | 0.00% | 84,869 | $4,252,787 | $4,238,358 | -$14,429 | -0.34% | |
| Tableaux Llc | 1.73% | 85,381 | $4,247,901 | $4,263,927 | +$16,026 | +0.38% | |
| Lakeridge Wealth Management Llc | 1.48% | 80,545 | $4,036,119 | $4,022,417 | -$13,702 | -0.34% | |
| Jpmorgan Chase & Co | 0.00% | 78,345 | $3,926,695 | $3,912,549 | -$14,146 | -0.36% | |
| Cottage Street Advisors Llc | 1.47% | 77,205 | $3,841,112 | $3,855,618 | +$14,506 | +0.38% | |
| Lowery Thomas, Llc | 1.82% | 74,205 | $3,718,392 | $3,705,798 | -$12,594 | -0.34% | |
| Huntleigh Advisors, Inc. | 0.51% | 73,273 | $3,671,706 | $3,659,254 | -$12,452 | -0.34% | |
| Fortis Capital Management Llc | 0.39% | 69,149 | $3,465,069 | $3,453,301 | -$11,768 | -0.34% | |
| Perspective Wealth Advisors Llc | 1.89% | 68,508 | $3,432,946 | $3,421,290 | -$11,656 | -0.34% | |
| Great Lakes Retirement, Inc. | 0.28% | 65,054 | $3,236,572 | $3,248,797 | +$12,225 | +0.38% | |
| Nwf Advisory Services Inc. | 0.29% | 63,311 | $3,149,875 | $3,161,751 | +$11,876 | +0.38% | |
| Snowden Capital Advisors Llc | 0.07% | 55,800 | $2,796,138 | $2,786,652 | -$9,486 | -0.34% | |
| Flavin Financial Services, Inc. | 1.46% | 54,343 | $2,703,694 | $2,713,889 | +$10,195 | +0.38% | |
| Tradewell Securities, Llc. | 0.69% | 41,255 | $2,052,521 | $2,060,275 | +$7,754 | +0.38% | |
| Schwallier Wealth Management Llc | 1.22% | 38,577 | $1,933,113 | $1,926,535 | -$6,578 | -0.34% | |
| Strategic Blueprint, Llc | 0.09% | 38,228 | $1,901,948 | $1,909,106 | +$7,158 | +0.38% | |
| Elm3 Financial Group, Llc | 1.24% | 37,351 | $1,858,291 | $1,865,309 | +$7,018 | +0.38% | |
| Trask Adam Roland | 1.73% | 36,444 | $1,824,022 | $1,820,013 | -$4,009 | -0.22% | |
| World Investment Advisors | 0.03% | 34,255 | $1,714,463 | $1,710,695 | -$3,768 | -0.22% | |
| Kastel Capital Advisors, Llc | 1.08% | 34,048 | $1,704,081 | $1,700,357 | -$3,724 | -0.22% | |
| Pfg Advisors | 0.08% | 31,612 | $1,572,789 | $1,578,703 | +$5,914 | +0.38% | |
| Fcg Investment Co | 0.48% | 28,995 | $1,442,581 | $1,448,010 | +$5,429 | +0.38% |
Frequently asked questions about FLDR
Who are the largest institutional holders of FLDR?
The largest institutional holders of FLDR reported in the latest SEC Form 13F filings include Fmr Llc, Wells Fargo & Company/Mn, Raymond James Financial Inc, Athena Wealth Management, Llc, and Commonwealth Equity Services, Llc. InsiderSet ranks institutional holders by their latest reported FLDR position.
What is FLDR institutional ownership?
This page tracks FLDR positions reported by institutional investment managers through SEC Form 13F. FIDELITY LOW DURATION ETF (FLDR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FLDR?
InsiderSet currently tracks 122 institutional managers reporting FLDR 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 FLDR shareholders.
How much FLDR stock do institutions own?
Institutional investment managers disclosed approximately $507.89M in FLDR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FLDR institutional ownership last updated?
The latest FLDR 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 FLDR 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 FLDR position after the reporting date.
Are institutions buying or selling FLDR?
Institutional buying and selling can be analyzed by comparing FLDR positions across consecutive 13F reporting periods. InsiderSet's FLDR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FLDR ownership changes.
How has FLDR institutional ownership changed over time?
InsiderSet tracks FLDR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.