ETF Holders

Who owns FMUN?

Bond

Fidelity Systematic Municipal Bond Index ETF · Fidelity

23 institutions reported holding FMUN, worth $37.1M, in Form 13F filings for June 30, 2026.

13F holders
23
Institutional value
$37.1M
Change from prior quarter
-2.4%
−$921K, with price moves
New and sold-out firms
9 / 8
7 added, 5 trimmed

Top 10 institutional holders of FMUN

FirmLocationValueSharesChange
Riverview Trust CoVancouver, WA$14.6M289,629−61,836 shares
Commonwealth Equity Services, LLCWaltham, MA$4.3M85,228+2,723 shares
LPL Financial LLCFort Mill, SC$3.8M75,697−4,683 shares
Global Retirement Partners, LLCSan Rafael, CA$2.1M42,252New position
Life Planning Partners, IncJacksonville, FL$1.9M38,530−6,238 shares
Financial Planning Fort Collins, LLCFort Collins, CO$1.9M37,887+594 shares
Thrivent Financial for LutheransMinneapolis, MN$1.7M33,387New position
Jane Street Group, LLCNew York, NY$1.5M30,194−50,676 shares
Osaic Holdings, Inc.Scottsdale, AZ$1.3M25,617+21,632 shares
Avidian Wealth Enterprises, LLCHouston, TX$748K14,840+40 shares
13 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 FMUN?

23 institutional managers reported holding FMUN in Form 13F filings for June 30, 2026, worth $37.1M in total. The largest reported position was held by Riverview Trust Co, at $14.6M.

Did institutions buy or sell FMUN last quarter?

Reported 13F value fell 2.4% from March 31, 2026, which includes price moves as well as buying and selling. 9 firms reported a new position and 8 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 FMUN 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.