Who Owns FIDELITY (FDRR)? -- Institutional Holders (2026-06-30)

122 institutions reported holding $251.9M of FIDELITY (FDRR) in SEC 13F filings for 2026-06-30. Largest institutional holders: Ameritas Advisory Services, LLC ($70.9M), LPL Financial LLC ($18.7M), EP Wealth Advisors, LLC ($18.1M), BANK OF AMERICA CORP /DE/ ($15.3M), COMMONWEALTH EQUITY SERVICES, LLC ($9.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Ameritas Advisory Services, LLC$70.9M1.1MAdded
2LPL Financial LLC$18.7M287,988Trimmed
3EP Wealth Advisors, LLC$18.1M278,867Trimmed
4BANK OF AMERICA CORP /DE/$15.3M235,076Trimmed
5COMMONWEALTH EQUITY SERVICES, LLC$9.4M145,145Trimmed
6Charter Capital Management, LLC\DE$8.7M134,216Trimmed
7ENVESTNET ASSET MANAGEMENT INC$8.4M130,209Added
8OSAIC HOLDINGS, INC.$7.7M118,097Added
9Cetera Investment Advisers$7.0M107,187Added
10Cambridge Investment Research Advisors, Inc.$6.0M92,175Added
11NewEdge Advisors, LLC$5.8M88,964Added
12FMR LLC$5.7M87,200Added
13Geneva Partners, LLC$5.4M82,906Trimmed
14MORGAN STANLEY$4.7M72,917Trimmed
15UBS Group AG$4.1M63,146Trimmed
16JPMORGAN CHASE & CO$3.8M58,213Added
17Kestra Advisory Services, LLC$3.5M53,875Trimmed
18Sugar Maple Asset Management, LLC$3.4M51,720Trimmed
19RAYMOND JAMES FINANCIAL INC$3.1M47,062Added
20CITADEL ADVISORS LLC$2.8M42,450Added
21CREATIVE FINANCIAL DESIGNS INC /ADV$2.5M38,607Added
22Lido Advisors, LLC$1.9M28,737Trimmed
23MML INVESTORS SERVICES, LLC$1.6M25,383Added
24&PARTNERS$1.6M25,275Added
25PFG Advisors$1.6M24,337Added

Source: SEC Form 13F filings · as of 2026-06-30