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

132 institutions reported holding $618.7M of FIDELITY (FFLC) in SEC 13F filings for 2026-06-30. Largest institutional holders: COMMONWEALTH EQUITY SERVICES, LLC ($95.3M), LPL Financial LLC ($92.5M), Private Advisor Group, LLC ($42.7M), Socha Financial Group, LLC ($35.8M), NOVEM GROUP ($27.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1COMMONWEALTH EQUITY SERVICES, LLC$95.3M1.6MAdded
2LPL Financial LLC$92.5M1.6MAdded
3Private Advisor Group, LLC$42.7M724,638Added
4Socha Financial Group, LLC$35.8M607,941Added
5NOVEM GROUP$27.4M465,338Added
6Beaumont Financial Advisors, LLC$21.9M371,527New
7DAHRING | CUSMANO LLC$18.0M305,028Added
8ENVESTNET ASSET MANAGEMENT INC$16.8M284,689Trimmed
9Fiduciary Planning LLC$16.6M281,873Added
10Tactive Advisors, LLC$16.5M280,301Added
11HUNTINGTON NATIONAL BANK$15.3M0Added
12Prasad Wealth Partners, LLC$15.3M259,366Trimmed
13Kestra Advisory Services, LLC$15.2M258,829Trimmed
14OSAIC HOLDINGS, INC.$12.8M217,262Added
15KESTRA PRIVATE WEALTH SERVICES, LLC$11.1M189,023Added
16INSIGNEO ADVISORY SERVICES, LLC$10.9M184,959Added
17Equitable Holdings, Inc.$10.1M171,307Added
18Onyx Bridge Wealth Group LLC$9.6M163,631Added
19RFG - Bristol Wealth Advisors, LLC$8.4M142,145Added
20NATIONS FINANCIAL GROUP INC, /IA/ /ADV$8.1M136,892Added
21MENORA MIVTACHIM HOLDINGS LTD.$7.8M132,900Hold
22HARBOUR INVESTMENTS, INC.$6.4M109,257Added
23Dedeker Financial LLC$6.4M109,171Trimmed
24IFG Advisory, LLC$6.4M108,465New
25CMC Financial Group$4.8M80,681New

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