FDBC FIDELITY D AND D BANCORP
FIDELITY D AND D BANCORP (FDBC) Institutional Ownership
What the institutions did with FDBC last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 116.9K | 27.2% |
| FIDELITY D & D BANCORP INC | 95.0K | 22.1% |
| Creative Planning | 41.4K | 9.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | 32.2K | 7.5% |
| Bank of New York Mellon Corp | 30.6K | 7.1% |
| DIMENSIONAL FUND ADVISORS LP | 22.6K | 5.3% |
| Alliance Wealth Advisors, LLC | 15.1K | 3.5% |
| LSV ASSET MANAGEMENT | 12.6K | 2.9% |
| BARCLAYS PLC | 10.0K | 2.3% |
| TRUIST FINANCIAL CORP | 8.3K | 1.9% |
| Jacobi Capital Management LLC | 8.2K | 1.9% |
| PNC Financial Services Group, Inc. | 7.7K | 1.8% |
| Lewis Asset Management, LLC | 7.6K | 1.8% |
| Zullo Investment Group, Inc. | 5.9K | 1.4% |
| DEUTSCHE BANK AG\ | 4.1K | 1.0% |
| Farther Finance Advisors, LLC | 3.9K | 0.9% |
| Russell Investments Group, Ltd. | 2.6K | 0.6% |
| Versant Capital Management, Inc | 1.4K | 0.3% |
| CITIGROUP INC | 1.3K | 0.3% |
| GAMMA Investing LLC | 614 | 0.1% |
| Rossby Financial, LCC | 500 | 0.1% |
| Triumph Capital Management | 400 | 0.1% |
| PEOPLES FINANCIAL SERVICES CORP. | 146 | 0.0% |
| Sterling Capital Management LLC | 90 | 0.0% |
| Allworth Financial LP | 70 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Squarepoint Ops LLC | Sold Out | 6.1K | 0 | -6.1K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 121.6K | 116.9K | -4.7K |
| LSV ASSET MANAGEMENT | Increased | 8.3K | 12.6K | +4.2K |
| Jacobi Capital Management LLC | Reduced | 9.2K | 8.2K | -992 |
| CITIGROUP INC | Reduced | 2.2K | 1.3K | -884 |
| DIMENSIONAL FUND ADVISORS LP | Increased | 21.7K | 22.6K | +867 |
| DEUTSCHE BANK AG\ | Reduced | 4.6K | 4.1K | -547 |
| Rossby Financial, LCC | New | 0 | 500 | +500 |
| BARCLAYS PLC | Increased | 9.6K | 10.0K | +342 |
| Alliance Wealth Advisors, LLC | Reduced | 15.3K | 15.1K | -255 |
| Bank of New York Mellon Corp | Increased | 30.4K | 30.6K | +227 |
| Lewis Asset Management, LLC | Reduced | 7.8K | 7.6K | -172 |
| Creative Planning | Increased | 41.2K | 41.4K | +102 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | New | 0 | 65 | +65 |
| Stone House Investment Management, LLC | Sold Out | 60 | 0 | -60 |
| COMMONWEALTH EQUITY SERVICES, LLC | Increased | 32.2K | 32.2K | +22 |
| Farther Finance Advisors, LLC | Increased | 3.9K | 3.9K | +16 |
| Larson Financial Group LLC | Increased | 14 | 25 | +11 |
| SJS Investment Consulting Inc. | Increased | 2 | 13 | +11 |
| Covestor Ltd | Increased | 14 | 23 | +9 |
| Versant Capital Management, Inc | Reduced | 1.4K | 1.4K | -8 |
| Root Financial Partners, LLC | New | 0 | 7 | +7 |
| Russell Investments Group, Ltd. | Reduced | 2.6K | 2.6K | -6 |
| Sterling Capital Management LLC | Reduced | 96 | 90 | -6 |
| EverSource Wealth Advisors, LLC | Reduced | 46 | 44 | -2 |
| Provenance Wealth Advisors, LLC | New | 0 | 2 | +2 |
| Caitong International Asset Management Co., Ltd | New | 0 | 2 | +2 |
| True Wealth Design, LLC | Increased | 10 | 12 | +2 |
| IFP Advisors, Inc | Increased | 34 | 36 | +2 |
| Wealth Enhancement Trust Services, Inc. | Sold Out | 1 | 0 | -1 |
| Essential Partners LLC | Reduced | 41 | 40 | -1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.