FLDR

Fidelity Low Durat Fact ETFETF
UnclassifiedUSCUSIP 316188408◍ Confluence graph
Tracked 13F Holders
122
-32 QoQ
13F Value (tracked)
$512.0M
13F Moves · latest Q
32 added
14 trimmed
Recent Filings
15

Who owns FLDR?

122 tracked 13F filers

122 tracked 13F filers disclose a position in FLDR as of the latest SEC 13F filings, a combined $512.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1WELLS FARGO & COMPANY/MN
$53.8M
1.1M
+5.0%
Added · +52K sh
Q1 2026
2RAYMOND JAMES FINANCIAL INC
$43.6M
871K
+12%
Added · +94K sh
Q1 2026
3COMMONWEALTH EQUITY SERVICES, LLC
$42.2M
844K
+31%
Added · +200K sh
Q1 2026
4Athena Wealth Management, LLC
$40.7M
812K
+9.9%
Added · +73K sh
Q2 2026
5LPL Financial LLC
$25.9M
518K
−2.8%
Reduced · −15K sh
Q1 2026
6AE Wealth Management LLC
$21.4M
427K
+7.0%
Added · +28K sh
Q1 2026
7Kestra Advisory Services, LLC
$20.4M
406K
+34%
Added · +104K sh
Q2 2026
8MORGAN STANLEY
$17.6M
351K
−5.4%
Reduced · −20K sh
Q1 2026
9BANK OF AMERICA CORP /DE/
$16.3M
326K
+4.0%
Added · +13K sh
Q1 2026
10WEALTH MANAGEMENT RESOURCES, INC.
$15.2M
304K
New
+304K sh
Q2 2026
11MML INVESTORS SERVICES, LLC
$14.9M
297K
+16%
Added · +41K sh
Q2 2026
12Stratos Wealth Partners, LTD.
$11.3M
225K
21×
Added · +215K sh
Q2 2026
13CITADEL ADVISORS LLC
$10.7M
214K
New
+214K sh
Q1 2026
14ENVESTNET ASSET MANAGEMENT INC
$9.5M
189K
−6.7%
Reduced · −14K sh
Q1 2026
15Sowell Financial Services LLC
$9.3M
185K
+25%
Added · +37K sh
Q2 2026
16WealthTrust Axiom LLC
$9.3M
185K
+4.9%
Added · +9K sh
Q2 2026
17OSAIC HOLDINGS, INC.
$8.3M
165K
−20%
Reduced · −42K sh
Q1 2026
18UBS Group AG
$8.1M
162K
−6.3%
Reduced · −11K sh
Q1 2026
19TABLEAUX LLC
$6.8M
137K
+3.3%
Added · +4K sh
Q2 2026
20ROYAL BANK OF CANADA
$6.7M
134K
+15%
Added · +18K sh
Q1 2026
21RCS Financial Planning, LLC
$6.3M
125K
+1.8%
Added · +2K sh
Q2 2026
22Arete Wealth Advisors, LLC
$6.0M
120K
−0.5%
Reduced · −629 sh
Q2 2026
23Kraft, Davis & Associates, LLC
$5.6M
113K
−2.8%
Reduced · −3K sh
Q2 2026
24PLANNING DIRECTIONS INC
$5.5M
110K
−7.9%
Reduced · −9K sh
Q2 2026
25HOWARD WEALTH MANAGEMENT, LLC
$5.1M
102K
+64%
Added · +40K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is FLDR being bought or sold by institutions?

Last quarter, 10 funds opened a new position in FLDR and 22 added to an existing one, while 14 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
10
funds
Added
22
funds
Reduced
14
funds
Exited
0
funds

Funds that own FLDR also own

CompanyCo-held byCombined value
APPLE INCAAPL63 funds$5.4B
NVIDIA CORPNVDA62 funds$6.8B
MICROSOFT CORPMSFT62 funds$3.1B
AMAZON.COM INCAMZN61 funds$3.5B
SS SPDR S&P 500 ETF TRUST-USSPY61 funds$2.2B
ALPHABET INC-CL AGOOGL61 funds$2.1B
META PLATFORMS INC-CLASS AMETA60 funds$1.8B
ALPHABET INC-CL CGOOG59 funds$1.9B
BERKSHIRE HATHAWAY INC-CL BBRK/B58 funds$1.4B
JOHNSON & JOHNSONJNJ58 funds$1.0B
JPMORGAN CHASE & COJPM57 funds$1.6B
ELI LILLY & COLLY57 funds$1.0B

Ranked by how many of FLDR's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

80 funds+28 since Q3 2024
056112Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $213.0M

Share classes

Class13F holdersValue held
FBNDmc733 funds$20.7B
FLDRthis pagemc122 funds$512.0M
FLTBmc81 funds$221.8M
FCORmc66 funds$138.6M
FIGBmc54 funds$139.0M
FSECmc47 funds$9.2B
FMUBmc33 funds$115.6M
FTBDTACTICAL BOND21 funds$7.2M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

15 shown

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Connected entities for FLDR

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Ask your agent what changed in FLDR

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/FLDR/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for FLDR.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for FLDR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.