Who owns FLTB?
Fidelity Limited Term Bond ETF · Fidelity
87 institutions reported holding FLTB, worth $253.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FLTB
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bank of America Corp. | Charlotte, NC | $46.3M | 923,052 | +79,891 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $22.4M | 446,264 | +72,542 shares |
| UBS Group AG | Zurich, Switzerland | $21.6M | 430,243 | −21,066 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $18.4M | 367,410 | +39,037 shares |
| Morgan Stanley | New York, NY | $16.7M | 332,980 | +248 shares |
| LPL Financial LLC | Fort Mill, SC | $11.0M | 219,258 | −78,577 shares |
| Holos Integrated Wealth LLC | Kennett Square, PA | $9.9M | 198,581 | +35,118 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $8.2M | 163,458 | +83,100 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $6.5M | 129,638 | +4,982 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $5.7M | 114,487 | +100,716 shares |
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 FLTB?
87 institutional managers reported holding FLTB in Form 13F filings for June 30, 2026, worth $253.7M in total. The largest reported position was held by Bank of America Corp., at $46.3M.
Did institutions buy or sell FLTB last quarter?
Reported 13F value rose 14.3% from March 31, 2026, which includes price moves as well as buying and selling. 19 firms reported a new position and 10 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 FLTB 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.