Who owns FTBD?
Fidelity Tactical Bond ETF · Fidelity
17 institutions reported holding FTBD, worth $6.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FTBD
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Commonwealth Equity Services, LLC | Waltham, MA | $1.4M | 28,903 | +4,230 shares |
| InTrack Investment Management Inc | South Burlington, VT | $1.2M | 24,102 | +14,569 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $803K | 16,297 | +4,278 shares |
| BG Investment Services, LLC | Hagatna | $586K | 11,892 | +757 shares |
| AdvisorNet Financial, Inc | Minnetonka, MN | $533K | 10,822 | +3,612 shares |
| Koshinski Asset Management, Inc. | Decatur, IL | $451K | 9,149 | −4,465 shares |
| Morgan Stanley | New York, NY | $391K | 7,942 | New position |
| Arkadios Wealth Advisors | Atlanta, GA | $389K | 7,888 | −63 shares |
| Clarity Asset Management, Inc. | Ames, IA | $321K | 6,509 | +400 shares |
| Avidian Wealth Enterprises, LLC | Houston, TX | $267K | 5,412 | −2,588 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 FTBD?
17 institutional managers reported holding FTBD in Form 13F filings for June 30, 2026, worth $6.8M in total. The largest reported position was held by Commonwealth Equity Services, LLC, at $1.4M.
Did institutions buy or sell FTBD last quarter?
Reported 13F value fell 1.9% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 5 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 FTBD 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.