证券记录 · 已归档季度
FDLO
Fidelity Low Volatility Factor ETF · Financial Services · Asset Management
42被追踪持有人
-1Δ持有人
13.69M持有股份
$914.23M报告持仓市值
+0新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 -2.3% ·
股份流向 +5.7% ·
净新建仓位 -2.4%
· 公式
集中增持：持股数量上升，持有人数量减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q4 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 11.42K | $824,580 | n/a | −1 |
| Q2 2026 | 40 | 0 | 11.70M | $799.68M | +3 | −3 |
| Q1 2026 | 41 | -1 | 12.42M | $801.92M | +4 | −5 |
| Q4 2025 | 42 | -1 | 13.69M | $914.23M | n/a | −1 |
| Q3 2025 | 7 | +2 | 9.55M | $628.88M | +2 | n/a |
| Q2 2025 | 2 | -1 | 7.98M | $501.42M | n/a | −1 |
| Q1 2025 | 2 | +1 | 112.75K | $6.83M | +1 | n/a |
| Q4 2024 | 1 | -2 | 83.50K | $5.06M | n/a | −2 |
| Q3 2024 | 3 | +2 | 68.73K | $4.22M | +2 | n/a |
| Q2 2024 | 1 | n/a | 13.68K | $780,194 | n/a | n/a |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 10.08M | +8.5% | $672.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Commonwealth Equity Services, Llc | 711.64K | n/a | $47.50M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 504.77K | n/a | $33.69M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Corient Private Wealth LP | 427.12K | n/a | $28.71M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 404.10K | n/a | $26.97M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 320.50K | n/a | $21.39M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 7 | Cetera Investment Advisers | 241.17K | n/a | $16.10M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 155.18K | n/a | $10.36M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Raymond James Financial Inc | 141.51K | n/a | $9.45M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Osaic Holdings, Inc. | 130.12K | n/a | $8.69M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Morgan Stanley ✦ | 116.17K | +75.2% | $7.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | Lido Advisors, LLC | 115.91K | n/a | $7.64M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Stifel Financial Corp | 57.53K | n/a | $3.84M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Jane Street Group, Llc | 40.10K | n/a | $2.68M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 33.73K | -45.8% | $2.25M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 16 | Rockefeller Capital Management L.P. | 25.38K | n/a | $1.69M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Two Sigma Investments ✦ | 24.50K | -68.5% | $1.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 23.55K | n/a | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 23.33K | n/a | $1.56M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Goldman Sachs Group ✦ | 19.36K | -61.0% | $1.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 16.09K | +287.6% | $1.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 15.88K | n/a | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Creative Planning | 9.84K | n/a | $657,041 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Citigroup Inc | 9.05K | n/a | $604,421 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mariner, LLC | 7.87K | n/a | $525,497 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mercer Global Advisors Inc /Adv | 7.31K | n/a | $487,913 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Cerity Partners LLC | 6.89K | n/a | $459,736 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 28 | Bank of New York Mellon Corp | 6.30K | n/a | $420,352 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 29 | Cwm, Llc | 5.69K | n/a | $380,000 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Mml Investors Services, Llc | 4.64K | n/a | $309,970 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | UBS Group AG | 3.25K | n/a | $217,005 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Truist Financial Corp | 3.22K | n/a | $214,938 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 33 | Wells Fargo & Company/Mn | 2.17K | n/a | $145,078 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | Fifth Third Bancorp | 264 | n/a | $17,622 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Assetmark, Inc | 181 | n/a | $12,082 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Russell Investments Group, Ltd. | 169 | n/a | $11,281 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | UBS AM, a distinct business unit of… | 154 | n/a | $10,280 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 148 | n/a | $9,903 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Us Bancorp \De\ | 135 | n/a | $9,020 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 40 | Qube Research & Technologies Ltd | 100 | n/a | $6,675 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Bank Of Montreal /Can/ | 65 | n/a | $4,315 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Blair William & Co/Il | 18 | n/a | $1,207 | 0.0% | n/c | 1 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| 本季度无新增被追踪买入方。 |
已清仓
| BlackRock | $1,349 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 160 持有人, 14.55M 股份, $927.34M 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q4 2025 ·
方法论 ·
通过API获取此数据