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Get Institutions for : 
Fidelity Low Volatility Factor Etf (FDLO)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 139    0
Total shares held : 
 16,509,870  
% of shares held : 
 18.34%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   29  
Amount of shares held : 
 206,442  
% of shares held change : 
   0.23%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
15
 52,707
 0.32%
 
Increased Positions :
61
 494,567
 3%
 
Unchanged Positions :
31
 236,317
 1.43%
 
Decreased Positions :
32
-280,186
-1.7%
 
Closed Positions :
15
-60,646
-0.37%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for period: 3-31-2024 View holdings for period: 6-30-2024 View holdings for period: 9-30-2024 View holdings for period: 12-31-2024 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   FMR LLC 374 - 2025-03-31 10,318,153 $625,486,000 31,722
   COMMONWEALTH EQUITY SERVICES LLC. 294 - 2025-03-31 755,697 $45,810,000 7,293
   ENVESTNET ASSET MANAGEMENT INC 840 - 2025-03-31 611,643 $37,078,000 19,305
   BANK OF AMERICA CORP /DE/ 1921 - 2025-03-31 404,891 $24,544,000 11,496
   Kestra Advisory Services LLC 185 - 2025-03-31 322,675 $19,561,000 -5,788
   Campbell Deegan Wealth Management LLC 1 - 2025-03-31 305,328 $18,509,000 16,641
   Ameritas Advisory Services LLC 33 - 2025-03-31 255,706 $15,497,000 -6,254
   CI Private Wealth LLC 442 - 2025-03-31 235,527 $14,278,000 -30,517
   SEGALL BRYANT & HAMILL 143 - 2025-03-31 234,546 $14,218,000 -29,144
   LPL FINANCIAL CORP 1467 - 2025-03-31 197,160 $11,952,000 29,302
   Cetera Investment Advisers 758 - 2025-03-31 167,954 $10,181,000 22,653
   Running Point Capital Advisors LLC 8 - 2025-03-31 163,684 $9,923,000 3,284
   Advisor Group Holdings Inc. 715 - 2025-03-31 153,362 $9,301,000 39,407
   GFG Capital LLC 13 - 2025-03-31 127,895 $7,753,000 -34,886
   Lido Advisors LLC 251 - 2025-03-31 125,840 $7,628,000 -4,441
   Goss Wealth Management LLC 395 - 2025-03-31 117,894 $7,147,000 15,368
   THRIVENT FINANCIAL FOR LUTHERANS 494 - 2025-03-31 111,638 $6,962,000 0
   ROYAL BANK OF CANADA 1799 - 2025-03-31 109,915 $6,663,000 56,230
   MORGAN STANLEY 3613 - 2025-03-31 107,671 $6,527,000 985
   RAYMOND JAMES FINANCIAL INC 2164 - 2025-03-31 102,697 $6,225,000 603
   TWO SIGMA INVESTMENTS LLC 962 - 2025-03-31 93,700 $5,680,000 10,200
   BURNS WEALTH MANAGEMENT, INC. 135 - 2025-03-31 84,548 $5,125,000 -555
   Abundance Wealth Counselors 17 - 2025-03-31 83,854 $4,907,000 -110,879
   J P MORGAN CHASE & CO 2548 - 2025-03-31 78,962 $4,787,000 9,908
   AE Wealth Management LLC 342 - 2025-03-31 75,483 $4,576,000 8,535
   GOLDMAN SACHS GROUP INC/ 2785 - 2025-03-31 74,421 $4,511,000 68,157
   Foundations Investment Advisors LLC 218 - 2025-03-31 65,871 $3,993,000 48,634
   MECHANICS BANK TRUST DEPARTMENT 53 - 2025-03-31 62,171 $3,769,000 -535
   STIFEL FINANCIAL CORP 1499 - 2025-03-31 47,556 $2,883,000 3,964
   Rockefeller Capital Management L.P. 905 - 2025-03-31 45,435 $2,754,000 4,113
   Weaver Consulting Group 33 - 2025-03-31 44,312 $2,686,000 -400
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1174 - 2025-03-31 42,786 $2,594,000 -13,705
   Howard Capital Management Inc. 118 - 2025-03-31 42,217 $2,559,000 9,829
   ADVISORS CAPITAL MANAGEMENT LLC 242 - 2025-03-31 35,643 $2,161,000 -928
   Tyler-Stone Wealth Management 57 - 2025-03-31 34,159 $2,071,000 51
   Capital Analysts Inc. 193 - 2025-03-31 33,319 $2,020,000 -2,348
   Asset Allocation Strategies LLC 52 - 2025-03-31 31,972 $1,938,000 -2,551
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 941 - 2025-03-31 28,680 $1,739,000 379
   Tempus Wealth Planning LLC 54 - 2025-03-31 27,700 $1,679,000 0
   KESTRA PRIVATE WEALTH SERVICES LLC 535 - 2025-03-31 24,549 $1,488,000 4,181
   Argent Trust Co 261 - 2025-03-31 23,964 $1,453,000 -3,382
   SEQUENT ASSET MANAGEMENT, LLC 22 - 2025-03-31 22,710 $1,377,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1455 - 2025-03-31 21,361 $1,295,000 64
   Rehmann Capital Advisory Group 182 - 2025-03-31 20,896 $1,267,000 0
   Hershey Financial Advisers LLC 37 *New 2024-12-31 19,768 $1,198,000 19,768
   CITADEL ADVISORS LLC 3019 - 2025-03-31 19,050 $1,155,000 19,050
   NVWM LLC 98 - 2025-03-31 18,584 $1,127,000 355
   Westside Investment Management Inc. 115 - 2025-03-31 14,730 $893,000 -950
   JANE STREET GROUP LLC 3028 - 2025-03-31 14,342 $869,000 14,342
   GREAT VALLEY ADVISOR GROUP INC. 478 - 2025-03-31 14,280 $866,000 2
   Envestnet Portfolio Solutions Inc. 844 - 2025-03-31 13,738 $833,000 -751
   Pallas Capital Advisors LLC 331 - 2025-03-31 13,721 $832,000 231
   H D Vest Advisory Services 1235 - 2025-03-31 12,375 $750,000 -166
   Sunbelt Securities Inc. 252 - 2025-03-31 11,464 $695,000 5,338
   ADVISORY SERVICES NETWORK, LLC 919 - 2025-03-31 11,129 $675,000 -2,758
   GWN SECURITIES INC. 381 *New 2025-03-31 11,055 $670,000 11,055
   Integrated Advisors Network LLC 396 *New 2025-03-31 10,880 $660,000 10,880
   MML INVESTORS SERVICES LLC 1837 - 2025-03-31 10,489 $636,000 -430
   Buckingham Strategic Partners 532 - 2025-03-31 10,044 $609,000 3,297
   AllSquare Wealth Management LLC 44 - 2025-03-31 9,933 $602,000 0
   CARY STREET PARTNERS FINANCIAL LLC 484 - 2025-03-31 9,831 $596,000 -629
   Snider Financial Group 67 - 2025-03-31 9,758 $592,000 -209
   Streettalk Advisors LLC 282 - 2025-03-31 9,695 $588,000 1,889
   Atria Wealth Solutions Inc. 1107 - 2025-03-31 9,702 $588,000 2,020
   MERCER GLOBAL ADVISORS INC /ADV 1405 - 2025-03-31 9,088 $551,000 3,981
   Empowered Funds LLC 1197 *New 2025-03-31 8,624 $523,000 8,624
   OmniStar Financial Group Inc. 75 - 2025-03-31 8,458 $516,000 4,429
   Buttonwood Financial Group LLC 23 *New 2025-03-31 8,901 $508,000 8,901
   Integrated Wealth Concepts LLC 1128 - 2025-03-31 8,075 $490,000 14
   UBS Group AG 4655 - 2025-03-31 7,823 $474,000 5,022
   Brookstone Capital Management 715 - 2025-03-31 7,765 $471,000 139
   CULLEN FROST BANKERS INC 402 - 2025-03-31 7,734 $469,000 4,716
   CREATIVE PLANNING 2332 - 2025-03-31 7,728 $468,000 4,323
   Betterment LLC 337 - 2025-03-31 7,666 $465,000 -16
   Sigma Planning Corp 756 - 2025-03-31 7,629 $462,000 711
   SILVER OAK SECURITIES Inc 432 - 2025-03-31 6,371 $383,000 -23,423
   Cresset Asset Management LLC 1186 - 2025-03-31 6,305 $382,000 0
   Unified Investment Management 86 - 2025-03-31 6,150 $373,000 0
   Private Advisor Group LLC 1751 - 2025-03-31 5,994 $363,000 208
   MARINER WEALTH ADVISORS, LLC 2490 - 2025-03-31 5,682 $344,000 339
   Valley Financial Group Inc. 39 - 2025-03-31 5,588 $339,000 283
   Samalin Investment Counsel LLC 222 - 2025-03-31 5,491 $333,000 -4,093
   Stonebridge Financial Planning Group LLC 134 - 2025-03-31 5,250 $318,000 0
   RWM Asset Management LLC 130 - 2025-03-31 5,169 $313,000 0
   Sovereign Financial Group Inc. 225 - 2025-03-31 5,038 $305,000 20
   J.W. COLE ADVISORS INC. 959 *New 2025-03-31 4,960 $301,000 4,960
   KINGSWOOD WEALTH ADVISORS LLC 601 - 2025-03-31 4,946 $300,000 -53
   JOHNSON INVESTMENT COUNSEL INC 642 - 2025-03-31 4,893 $297,000 -366
   ARS Wealth Advisors Group LLC 119 - 2025-03-31 4,710 $286,000 -62
   Absolute Capital Management LLC 103 - 2025-03-31 4,663 $283,000 6
   Steward Partners Investment Advisory LLC 1500 - 2025-03-31 4,283 $260,000 603
   HPM Partners LLC 2094 - 2025-03-31 4,143 $251,000 363
   RMR Wealth Builders 234 - 2025-03-31 3,806 $231,000 8
   Ascent Group LLC 636 *New 2025-03-31 3,690 $224,000 3,690
   Hoxton Planning & Management LLC 186 - 2025-03-31 3,561 $216,000 119
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 473 - 2025-03-31 3,912 $216,000 0
   AVIANCE CAPITAL PARTNERS, LLC 314 - 2025-03-31 3,546 $215,000 0
   JB Capital LLC 207 - 2025-03-31 3,523 $214,000 42
   AMG NATIONAL TRUST BANK 417 - 2025-03-31 3,510 $213,000 8
   Equitable Holdings Inc. 1246 *New 2025-03-31 3,320 $201,000 3,320
  100 Records found
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