FDLO — Fidelity Low Volatility Factor ETF Institutional Holders · Q3 2026
Who owns Fidelity Low Volatility Factor ETF (FDLO)? 7 institutions reported holding $4.98M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Weaver Consulting Group ($3.0M), Roxbury Financial LLC ($1.1M), City Center Advisors, LLC ($641,807).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Weaver Consulting Group | $3.0M | 42,778 | Hold |
| 2 | Roxbury Financial LLC | $1.1M | 15,275 | Added |
| 3 | City Center Advisors, LLC | $641,807 | 9,083 | Added |
| 4 | Farther Finance Advisors, LLC | $183,231 | 2,593 | Trimmed |
| 5 | CoreCap Advisors, LLC | $41,336 | 585 | Hold |
| 6 | GAMMA Investing LLC | $14,132 | 200 | Trimmed |
| 7 | Avidian Wealth Enterprises, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30