SEC 13F Intelligence

FDBCFIDELITY D & D BANCORP INC

CUSIP 31609R100 · Yahoo Finance ↗ · Google Finance ↗

Fidelity D & D Bancorp Inc (FDBC) has 86 institutional holders in Filings Flow’s 13F database, together reporting 1.42M shares worth $61M as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Capital Management LLC.

Institutional Holders
86
Q1 2026
Reported Value
$61M
Ticker
FDBC
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 25Q4 ’18Q1 ’19: 24Q2 ’19: 23Q2 ’19Q3 ’19: 21Q2 ’21: 25Q2 ’21Q4 ’21: 28Q4 ’22: 27Q4 ’22Q4 ’25: 79Q1 ’26: 86Q1 ’26Q2 ’26: 5filingsflow.com
Total reported value
Q4 ’18: $12MQ4 ’18Q1 ’19: $277MQ2 ’19: $303MQ2 ’19Q3 ’19: $284MQ2 ’21: $39MQ2 ’21Q4 ’21: $104MQ4 ’22: $10MQ4 ’22Q4 ’25: $59MQ1 ’26: $61MQ1 ’26Q2 ’26: $971,196filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
FIDELITY D & D BANCORP INC$249M AUM1.72%$4M99.3KQ1 2026OLDER
Siena Capital Partners GP, LLC$385M AUM0.51%$2M45.3KQ1 2026OLDER
LIBERTY SQUARE WEALTH PARTNERS LLC$358M AUM0.44%$2M36.2KQ1 2026OLDER
Alliance Wealth Advisors, LLC$308M AUM0.26%$787,64415.3KQ2 2026
Lewis Asset Management, LLC$245M AUM0.14%$338,2527.8KQ1 2026OLDER
Zullo Investment Group, Inc.$264M AUM0.10%$257,2135.9KQ1 2026OLDER
Jacobi Capital Management LLC$1.8B AUM0.03%$478,53511.1KQ1 2026OLDER
MARTINGALE ASSET MANAGEMENT L P$4.0B AUM0.01%$459,80710.6KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.01%$71,7821.4KQ2 2026
Curi Capital, LLC$5.6B AUM0.01%$299,1096.9KQ1 2026OLDER
MEEDER ASSET MANAGEMENT INC$1.7B AUM0.01%$87,5992.0KQ1 2026OLDER
PEOPLES FINANCIAL SERVICES CORP.$211M AUM0.00%$6,317146Q1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.00%$222,5695.1KQ4 2025OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$2M37.2KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$1M28.4KQ1 2026OLDER
Triumph Capital Management$491M AUM0.00%$9,738225Q1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$169,5383.9KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$60,9381.4KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$2M41.1KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$31,572614Q2 2026
STIFEL FINANCIAL CORP$108.8B AUM0.00%$1M23.8KQ1 2026OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$488,67411.3KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$421,8509.7KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$119,7122.8KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$62,3661.4KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$16,663385Q1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$357,4508.3KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$99,1112.3KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$13,763318Q1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$11,384263Q1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$1M29.6KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$710,01816.4KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$5M113.1KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$106,3822.5KQ1 2026OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$505,39511.6KQ1 2026OLDER
Essential Partners LLC$250M AUM0.00%$59813Q1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$1M29.6KQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$13M302.4KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$260,1536.0KQ1 2026OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$8M194.7KQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$2M35.1KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$334,4697.7KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$2M35.8KQ1 2026OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$837,03219.3KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$11M250.2KQ4 2025OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$99,8902.3KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$242,7145.6KQ1 2026OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$6,838158Q1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$88,2482.0KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$281,1906.5KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$3M75.5KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$3909Q1 2026OLDER
SIGNATUREFD, LLC$6.5B AUM0.00%$6,405148Q1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$407,9139.4KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$350,0488.1KQ1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$522,39012.1KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$232,4575.4KQ1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$1M27.5KQ1 2026OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$16,541380Q4 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$305,9907.1KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$74,6151.7KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$255,6955.9KQ4 2025OLDER
Wealth Preservation Advisors, LLC$120M AUM0.00%$431Q1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$415,3159.6KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$471,41610.8KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$48,8201.1KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$17,052394Q1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$3037Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$77,7741.8KQ2 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$11,123257Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$51912Q1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$872Q1 2026OLDER
JPL Wealth Management, LLC$435M AUM0.00%$441Q1 2026OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$2165Q1 2026OLDER
UBS Group AG$666.3B AUM0.00%$45,9201.1KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$1,51535Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$84,7481.9KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$10,603245Q1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$19,260445Q1 2026OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$3077Q3 2025OLDER
FMR LLC$1.90T AUM0.00%$69,2481.6KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$52012Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$431Q1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$13,000298Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$2,42456Q2 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$77018Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.