FIDELITY LOW DURATION ETF (FLDR) Top Institutional Shareholders
FIDELITY LOW DURATION ETF (FLDR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $526.73M in FLDR holdings during the latest filing period.
Athena Wealth Management, Llc is currently the largest disclosed institutional shareholder of FLDR tracked by InsiderSet, reporting ownership valued at approximately $74.56M 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 $74.62M, representing an estimated gain of +0.08% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed FLDR value among the investors covered in this analysis. Major shareholders include Athena Wealth Management, 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
125
Total Reported Value
$526.73M
Largest Holder
Athena Wealth Management, Llc
Largest Position
$74.56M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
143
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Athena Wealth Management, Llc | 33.12% | 1,486,975 | $74,557,669 | $74,616,406 | +$58,737 | +0.08% | |
| Wells Fargo & Company/Mn | 0.01% | 1,075,212 | $53,814,343 | $53,954,138 | +$139,795 | +0.26% | |
| Raymond James Financial Inc | 0.01% | 870,766 | $43,581,845 | $43,695,038 | +$113,193 | +0.26% | |
| Commonwealth Equity Services, Llc | 0.06% | 844,053 | $42,244,852 | $42,354,580 | +$109,728 | +0.26% | |
| Lpl Financial Llc | 0.01% | 518,353 | $25,943,544 | $26,010,954 | +$67,410 | +0.26% | |
| Ae Wealth Management Llc | 0.12% | 427,308 | $21,386,802 | $21,442,315 | +$55,513 | +0.26% | |
| Morgan Stanley | 0.00% | 351,356 | $17,585,413 | $17,631,044 | +$45,631 | +0.26% | |
| Bank Of America Corp | 0.00% | 325,763 | $16,304,426 | $16,346,787 | +$42,361 | +0.26% | |
| Kestra Advisory Services, Llc | 0.06% | 302,142 | $15,122,213 | $15,161,486 | +$39,273 | +0.26% | |
| Mml Investors Services, Llc | 0.04% | 256,470 | $12,836,325 | $12,869,665 | +$33,340 | +0.26% | |
| Citadel Advisors Llc | 0.01% | 214,147 | $10,718,057 | $10,745,896 | +$27,839 | +0.26% | |
| Envestnet Asset Management Inc | 0.00% | 189,036 | $9,461,254 | $9,485,826 | +$24,572 | +0.26% | |
| Wealthtrust Axiom Llc | 2.17% | 176,586 | $8,838,152 | $8,861,085 | +$22,933 | +0.26% | |
| Koshinski Asset Management, Inc. | 0.55% | 175,834 | $8,800,492 | $8,823,350 | +$22,858 | +0.26% | |
| Osaic Holdings, Inc. | 0.01% | 164,979 | $8,259,210 | $8,278,646 | +$19,436 | +0.24% | |
| Ubs Group Ag | 0.00% | 161,625 | $8,089,331 | $8,110,343 | +$21,012 | +0.26% | |
| Financially Speaking Inc | 36.60% | 150,585 | $7,536,780 | $7,556,355 | +$19,575 | +0.26% | |
| Sowell Financial Services Llc | 0.27% | 148,563 | $7,435,596 | $7,454,891 | +$19,295 | +0.26% | |
| Royal Bank Of Canada | 0.00% | 134,333 | $6,723,000 | $6,740,830 | +$17,830 | +0.27% | |
| Tableaux Llc | 3.21% | 132,367 | $6,624,955 | $6,642,176 | +$17,221 | +0.26% | |
| Perspective Wealth Advisors Llc | 4.01% | 123,585 | $6,185,435 | $6,201,495 | +$16,060 | +0.26% | |
| Rcs Financial Planning, Llc | 3.20% | 122,905 | $6,172,427 | $6,167,373 | -$5,054 | -0.08% | |
| Arete Wealth Advisors, Llc | 0.45% | 120,505 | $6,030,694 | $6,046,941 | +$16,247 | +0.27% | |
| Planning Directions Inc | 3.04% | 119,909 | $6,001,441 | $6,017,034 | +$15,593 | +0.26% | |
| Kraft, Davis & Associates, Llc | 1.24% | 115,847 | $5,799,299 | $5,813,202 | +$13,903 | +0.24% | |
| Huntleigh Advisors, Inc. | 0.89% | 103,774 | $5,193,881 | $5,207,379 | +$13,498 | +0.26% | |
| Cetera Investment Advisers | 0.01% | 99,922 | $5,001,093 | $5,014,086 | +$12,993 | +0.26% | |
| Prime Capital Investment Advisors, Llc | 0.05% | 92,599 | $4,634,557 | $4,646,618 | +$12,061 | +0.26% | |
| Mariner, Llc | 0.00% | 84,993 | $4,253,900 | $4,264,949 | +$11,049 | +0.26% | |
| Hightower Advisors, Llc | 0.00% | 83,374 | $4,172,861 | $4,183,707 | +$10,846 | +0.26% | |
| Lowery Thomas, Llc | 2.16% | 75,440 | $3,775,760 | $3,785,579 | +$9,819 | +0.26% | |
| Lakeridge Wealth Management Llc | 1.60% | 74,212 | $3,714,308 | $3,723,958 | +$9,650 | +0.26% | |
| Nwf Advisory Services Inc. | 0.40% | 71,273 | $3,567,219 | $3,576,479 | +$9,260 | +0.26% | |
| Fortis Capital Management Llc | 0.44% | 65,514 | $3,278,976 | $3,287,493 | +$8,517 | +0.26% | |
| Jane Street Group, Llc | 0.00% | 64,291 | $3,217,765 | $3,226,122 | +$8,357 | +0.26% | |
| Cottage Street Advisors Llc | 1.36% | 62,706 | $3,138,456 | $3,146,587 | +$8,131 | +0.26% | |
| Howard Wealth Management, Llc | 1.32% | 62,484 | $3,127,344 | $3,135,447 | +$8,103 | +0.26% | |
| Great Lakes Retirement, Inc. | 0.32% | 61,903 | $3,098,223 | $3,106,293 | +$8,070 | +0.26% | |
| Snowden Capital Advisors Llc | 0.07% | 52,600 | $2,641,625 | $2,639,468 | -$2,157 | -0.08% | |
| Schwallier Wealth Management Llc | 1.52% | 41,705 | $2,087,321 | $2,092,757 | +$5,436 | +0.26% | |
| Fcg Investment Co | 0.91% | 41,522 | $2,078,176 | $2,083,574 | +$5,398 | +0.26% | |
| Goldman Sachs Group Inc | 0.00% | 41,490 | $2,076,574 | $2,081,968 | +$5,394 | +0.26% | |
| Strategic Blueprint, Llc | 0.12% | 39,672 | $1,985,608 | $1,990,741 | +$5,133 | +0.26% | |
| Trask Adam Roland | 1.73% | 36,444 | $1,824,022 | $1,828,760 | +$4,738 | +0.26% | |
| World Investment Advisors | 0.03% | 34,255 | $1,714,463 | $1,718,916 | +$4,453 | +0.26% | |
| Tradewell Securities, Llc. | 0.70% | 33,159 | $1,659,055 | $1,663,919 | +$4,864 | +0.29% | |
| Susquehanna International Group, Llp | 0.00% | 32,909 | $1,647,096 | $1,651,374 | +$4,278 | +0.26% | |
| Flavin Financial Services, Inc. | 0.97% | 28,867 | $1,444,793 | $1,448,546 | +$3,753 | +0.26% | |
| Longview Wealth Management | 0.25% | 20,190 | $1,012,956 | $1,013,134 | +$178 | +0.02% | |
| Davenport & Co Llc | 0.01% | 20,000 | $1,001,000 | $1,003,600 | +$2,600 | +0.26% |
Frequently asked questions about FLDR
Who owns the most FLDR stock?
The largest holders of FLDR 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 DURATION ETF (FLDR).
Is FLDR widely held by superinvestors?
Many widely followed stocks like FLDR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FLDR 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.