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

137 institutions reported holding $987.7M of FIDELITY LOW (FLDR) in SEC 13F filings for 2026-06-30. Largest institutional holders: FMR LLC ($444.6M), WELLS FARGO & COMPANY/MN ($62.4M), RAYMOND JAMES FINANCIAL INC ($44.6M), Athena Wealth Management, LLC ($40.7M), COMMONWEALTH EQUITY SERVICES, LLC ($34.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1FMR LLC$444.6M8.9MAdded
2WELLS FARGO & COMPANY/MN$62.4M1.2MAdded
3RAYMOND JAMES FINANCIAL INC$44.6M890,174Added
4Athena Wealth Management, LLC$40.7M812,484Added
5COMMONWEALTH EQUITY SERVICES, LLC$34.5M689,383Trimmed
6LPL Financial LLC$26.3M525,613Added
7AE Wealth Management LLC$22.8M454,714Added
8Kestra Advisory Services, LLC$20.4M406,348Added
9BANK OF AMERICA CORP /DE/$15.5M309,601Trimmed
10WEALTH MANAGEMENT RESOURCES, INC.$15.2M304,171New
11MML INVESTORS SERVICES, LLC$14.9M297,206Added
12JANE STREET GROUP, LLC$14.8M295,935Added
13OSAIC HOLDINGS, INC.$12.4M246,964Added
14MORGAN STANLEY$12.1M241,780Trimmed
15Stratos Wealth Partners, LTD.$11.3M225,336Added
16ENVESTNET ASSET MANAGEMENT INC$10.4M207,532Added
17NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$10.3M206,400Added
18Sowell Financial Services LLC$9.3M185,411Added
19WealthTrust Axiom LLC$9.3M185,258Added
20Koshinski Asset Management, Inc.$9.1M180,663Added
21UBS Group AG$7.7M153,932Trimmed
22Financially Speaking Inc$7.5M150,614Added
23TABLEAUX LLC$6.8M136,677Added
24RCS Financial Planning, LLC$6.3M125,130Added
25Arete Wealth Advisors, LLC$6.0M119,876Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30