ETF Holders

Who owns FBUF?

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Fidelity Dynamic Buffered Equity ETF · Fidelity

14 institutions reported holding FBUF, worth $5.0M, in Form 13F filings for June 30, 2026.

13F holders
14
Institutional value
$5.0M
Change from prior quarter
-17.3%
−$1.0M, with price moves
New and sold-out firms
4 / 3
7 added, 2 trimmed

Top 10 institutional holders of FBUF

FirmLocationValueSharesChange
Global Trust Asset Management, LLCPalm Beach Gardens, FL$1.2M36,965+15,992 shares
Raymond James Financial Inc.St. Petersburg, FL$674K20,880+3,398 shares
Cambridge Investment Research Advisors, Inc.Fairfield, IA$483K14,970+32 shares
Old Mission Capital LLCChicago, IL$474K14,704+208 shares
RFG Advisory, LLCBirmingham, AL$472K14,616+1,382 shares
Commonwealth Equity Services, LLCWaltham, MA$453K14,049New position
Envestnet Asset Management Inc.Berwyn, PA$324K10,027−6,435 shares
Kestra Advisory Services, LLCAustin, TX$262K8,129+12 shares
Kestra Investment Management, LLCAustin, TX$250K7,754−6,435 shares
Portfolio Strategies, Inc.Montvale, NJ$230K7,115New position
4 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns FBUF?

14 institutional managers reported holding FBUF in Form 13F filings for June 30, 2026, worth $5.0M in total. The largest reported position was held by Global Trust Asset Management, LLC, at $1.2M.

Did institutions buy or sell FBUF last quarter?

Reported 13F value fell 17.3% from March 31, 2026, which includes price moves as well as buying and selling. 4 firms reported a new position and 3 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is FBUF ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.