FIDELITY LOW DURATION ETF (FLDR) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $949.55M in FLDR holdings during the latest filing period.
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 $445.16M, representing an estimated gain of +0.12% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% 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
120
Total Reported Value
$949.55M
Largest Holder
Fmr Llc
Largest Position
$444.63M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
116
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 | $445,162,424 | +$532,393 | +0.12% | |
| Wells Fargo & Company/Mn | 0.01% | 1,245,406 | $62,407,298 | $62,482,019 | +$74,721 | +0.12% | |
| Raymond James Financial Inc | 0.01% | 890,174 | $44,606,614 | $44,660,030 | +$53,416 | +0.12% | |
| Athena Wealth Management, Llc | 30.28% | 812,484 | $40,713,582 | $40,762,322 | +$48,740 | +0.12% | |
| Commonwealth Equity Services, Llc | 0.04% | 689,383 | $34,544,994 | $34,586,345 | +$41,351 | +0.12% | |
| Lpl Financial Llc | 0.01% | 525,613 | $26,338,456 | $26,370,004 | +$31,548 | +0.12% | |
| Kestra Advisory Services, Llc | 0.07% | 406,348 | $20,362,079 | $20,386,479 | +$24,400 | +0.12% | |
| Bank Of America Corp | 0.00% | 309,601 | $15,514,090 | $15,532,682 | +$18,592 | +0.12% | |
| Wealth Management Resources, Inc. | 4.70% | 304,171 | $15,242,009 | $15,260,259 | +$18,250 | +0.12% | |
| Mml Investors Services, Llc | 0.03% | 297,206 | $14,893,013 | $14,910,825 | +$17,812 | +0.12% | |
| Jane Street Group, Llc | 0.01% | 295,935 | $14,829,303 | $14,847,059 | +$17,756 | +0.12% | |
| Osaic Holdings, Inc. | 0.01% | 246,964 | $12,386,467 | $12,390,184 | +$3,717 | +0.03% | |
| Morgan Stanley | 0.00% | 241,780 | $12,115,636 | $12,130,103 | +$14,467 | +0.12% | |
| Stratos Wealth Partners, Ltd. | 0.11% | 225,336 | $11,291,618 | $11,305,107 | +$13,489 | +0.12% | |
| Envestnet Asset Management Inc | 0.00% | 207,532 | $10,399,452 | $10,411,880 | +$12,428 | +0.12% | |
| Sowell Financial Services Llc | 0.30% | 185,411 | $9,290,948 | $9,302,070 | +$11,122 | +0.12% | |
| Wealthtrust Axiom Llc | 2.07% | 185,258 | $9,283,268 | $9,294,394 | +$11,126 | +0.12% | |
| Koshinski Asset Management, Inc. | 0.48% | 180,663 | $9,053,023 | $9,063,863 | +$10,840 | +0.12% | |
| Ubs Group Ag | 0.00% | 153,932 | $7,713,533 | $7,722,768 | +$9,235 | +0.12% | |
| Financially Speaking Inc | 36.61% | 150,614 | $7,538,231 | $7,556,304 | +$18,073 | +0.24% | |
| Tableaux Llc | 2.88% | 136,677 | $6,848,860 | $6,857,085 | +$8,225 | +0.12% | |
| Rcs Financial Planning, Llc | 2.98% | 125,130 | $6,289,376 | $6,277,772 | -$11,604 | -0.18% | |
| Arete Wealth Advisors, Llc | 0.20% | 119,876 | $6,006,997 | $6,014,179 | +$7,182 | +0.12% | |
| Kraft, Davis & Associates, Llc | 1.18% | 112,561 | $5,640,462 | $5,647,185 | +$6,723 | +0.12% | |
| Planning Directions Inc | 2.56% | 110,473 | $5,535,783 | $5,542,430 | +$6,647 | +0.12% | |
| Royal Bank Of Canada | 0.00% | 104,025 | $5,213,000 | $5,218,934 | +$5,934 | +0.11% | |
| Howard Wealth Management, Llc | 1.89% | 102,249 | $5,123,698 | $5,129,832 | +$6,134 | +0.12% | |
| Prime Capital Investment Advisors, Llc | 0.05% | 95,270 | $4,773,980 | $4,779,696 | +$5,716 | +0.12% | |
| Hightower Advisors, Llc | 0.00% | 93,083 | $4,664,413 | $4,669,974 | +$5,561 | +0.12% | |
| Cetera Investment Advisers | 0.00% | 84,869 | $4,252,787 | $4,257,878 | +$5,091 | +0.12% | |
| Lakeridge Wealth Management Llc | 1.48% | 80,545 | $4,036,119 | $4,040,943 | +$4,824 | +0.12% | |
| Jpmorgan Chase & Co | 0.00% | 78,345 | $3,926,695 | $3,930,569 | +$3,874 | +0.10% | |
| Lowery Thomas, Llc | 1.82% | 74,205 | $3,718,392 | $3,722,865 | +$4,473 | +0.12% | |
| Huntleigh Advisors, Inc. | 0.51% | 73,273 | $3,671,706 | $3,676,106 | +$4,400 | +0.12% | |
| Cottage Street Advisors Llc | 1.35% | 69,659 | $3,490,608 | $3,494,792 | +$4,184 | +0.12% | |
| Fortis Capital Management Llc | 0.39% | 69,149 | $3,465,069 | $3,469,205 | +$4,136 | +0.12% | |
| Nwf Advisory Services Inc. | 0.32% | 68,816 | $3,448,368 | $3,452,499 | +$4,131 | +0.12% | |
| Perspective Wealth Advisors Llc | 1.89% | 68,508 | $3,432,946 | $3,437,046 | +$4,100 | +0.12% | |
| Great Lakes Retirement, Inc. | 0.29% | 65,650 | $3,299,784 | $3,293,661 | -$6,124 | -0.19% | |
| Snowden Capital Advisors Llc | 0.07% | 55,800 | $2,796,138 | $2,799,486 | +$3,348 | +0.12% | |
| Strategic Blueprint, Llc | 0.11% | 43,160 | $2,162,739 | $2,165,337 | +$2,598 | +0.12% | |
| Schwallier Wealth Management Llc | 1.22% | 38,577 | $1,933,113 | $1,935,408 | +$2,295 | +0.12% | |
| Trask Adam Roland | 1.73% | 36,444 | $1,824,022 | $1,828,395 | +$4,373 | +0.24% | |
| Tradewell Securities, Llc. | 0.64% | 36,024 | $1,805,138 | $1,807,324 | +$2,186 | +0.12% | |
| World Investment Advisors | 0.03% | 34,255 | $1,714,463 | $1,718,573 | +$4,110 | +0.24% | |
| Kastel Capital Advisors, Llc | 1.08% | 34,048 | $1,704,081 | $1,708,188 | +$4,107 | +0.24% | |
| Flavin Financial Services, Inc. | 0.94% | 32,755 | $1,641,353 | $1,643,318 | +$1,965 | +0.12% | |
| Pfg Advisors | 0.08% | 30,696 | $1,538,175 | $1,540,018 | +$1,843 | +0.12% | |
| Fcg Investment Co | 0.47% | 26,905 | $1,348,194 | $1,349,824 | +$1,630 | +0.12% | |
| Davenport & Co Llc | 0.01% | 24,700 | $1,237,717 | $1,239,199 | +$1,482 | +0.12% |
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.