§ EQUITY
USDFLDR
FIDELITY LOW DURAT FACT ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
71 increased/new, 34 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Wells Fargo & Company | 1.1M | n/a | +5% |
| RAYMOND JAMES FINANCIAL INC | 871K | 0.0% | +12% |
| COMMONWEALTH EQUITY SERVICES, LLC | 844K | 0.1% | +31% |
| Athena Wealth Management, LLC | 739K | 30.3% | −1% |
| LPL Financial LLC | 518K | 0.0% | −3% |
| AE Wealth Management LLC | 427K | 0.1% | +7% |
◇ AC INTELLIGENCE
Top institutional owners for FLDR as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER76.4% · 113 holders
DEALER / BANK20.8% · 9 holders
TACTICAL / MACRO2.1% · 1 holder
INCOME / DEFENSIVE0.6% · 2 holders
QUALITY / COMPOUNDER0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for FLDR in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention FLDR yet.