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

190 institutions reported holding $992.7M of FIDELITY (FDLO) in SEC 13F filings for 2026-06-30. Largest institutional holders: FMR LLC ($555.6M), COMMONWEALTH EQUITY SERVICES, LLC ($47.9M), ENVESTNET ASSET MANAGEMENT INC ($36.5M), LPL Financial LLC ($29.1M), Campbell Deegan Wealth Management, LLC ($23.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1FMR LLC$555.6M8.1MTrimmed
2COMMONWEALTH EQUITY SERVICES, LLC$47.9M701,383Trimmed
3ENVESTNET ASSET MANAGEMENT INC$36.5M534,296Added
4LPL Financial LLC$29.1M425,154Added
5Campbell Deegan Wealth Management, LLC$23.1M337,359Added
6BANK OF AMERICA CORP /DE/$19.3M281,823Trimmed
7Cetera Investment Advisers$18.4M269,229Added
8Ameritas Advisory Services, LLC$17.4M254,114Added
9AE Wealth Management LLC$14.7M215,183Added
10Corient Private Wealth LLC$12.7M186,302Added
11SEGALL BRYANT & HAMILL, LLC$12.7M186,105Trimmed
12Cerity Partners LLC$12.4M182,143Trimmed
13Kestra Advisory Services, LLC$11.8M172,164Trimmed
14RAYMOND JAMES FINANCIAL INC$9.9M145,468Trimmed
1549 WEALTH MANAGEMENT, LLC$9.1M133,211New
16ALONGSIDE, LLC$9.1M133,211Added
17NewEdge Advisors, LLC$8.4M123,304Added
18OSAIC HOLDINGS, INC.$8.3M121,023Added
19GOLDMAN SACHS GROUP INC$8.0M116,662Added
20Royal Bank of Canada$7.7M112,946Trimmed
21GFG Capital, LLC$6.9M100,671Trimmed
22Lido Advisors, LLC$6.8M99,075Trimmed
23KENNEDY INVESTMENT GROUP$6.6M96,159New
24Mechanics Bank Trust Department$6.4M93,546Added
25Abundance Wealth Counselors$6.2M91,006Added

来源：SEC 13F 申报文件 · 截至 2026-06-30