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Fidelity Limited Term Bond ETF (FLTB) Institutional Ownership

Fidelity Limited Term Bond ETF logo
$50.13 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Fidelity Limited Term Bond ETF (NYSEARCA:FLTB)

Current
Institutional Ownership
Percentage
2.01%
Number of
Institutional Buyers
(last 12 months)
66
Total
Institutional Inflows
(last 12 months)
$69.62M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$17.13M
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FLTB Institutional Buying and Selling by Quarter

Fidelity Limited Term Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026Bank of America Corp DE843,161$42.39M0.0%+22.4%10.810%
5/18/2026Royal Bank of Canada124,656$6.27M0.0%+13.1%1.598%
5/13/2026Cetera Investment Advisers59,991$3.02M0.0%+38.2%0.769%
5/6/2026Assetmark Inc.52,625$2.65M0.0%-1.5%0.675%
5/5/2026Sanctuary Advisors LLC71,713$3.61M0.0%+331.0%0.919%
5/1/2026Fifth Third Bancorp2,000$101K0.0%N/A0.026%
4/30/2026Kestra Advisory Services LLC82,419$4.14M0.0%-27.2%1.057%
4/29/2026Clearwave Capital LLC29,116$1.46M1.0%+11.6%0.373%
4/28/2026Koshinski Asset Management Inc.32,786$1.65M0.1%+32.8%0.420%
4/24/2026Root Financial Partners LLC1,362$68K0.0%N/A0.017%
4/23/2026Salus Financial Advisors LLC73,457$3.69M2.2%+11.1%0.942%
4/21/2026Grey Ledge Advisors LLC36,334$1.83M0.4%+0.7%0.466%
4/21/2026Hoxton Planning & Management LLC16,121$810K0.2%N/A0.207%
4/20/2026Kestra Private Wealth Services LLC35,776$1.80M0.0%-9.3%0.459%
4/17/2026 Roxbury Financial LLC2,096$105K0.1%+32.9%0.027%
4/16/2026Southern Capital Advisors LLC4,323$217K0.1%N/A0.055%
3/17/2026Rockefeller Capital Management L.P.1,571$80K0.0%+50.2%0.022%
3/2/2026Clearwave Capital LLC26,084$1.32M1.0%N/A0.367%
2/18/2026Garton & Associates Financial Advisors LLC789$40K0.0%N/A0.011%
2/18/2026Cahill Financial Advisors Inc.11,074$561K0.1%+4.8%0.156%
2/18/2026Opus Financial Solutions LLC8,265$419K0.4%N/A0.116%
2/17/2026Cetera Investment Advisers43,420$2.20M0.0%+70.9%0.612%
2/17/2026Equitable Holdings Inc.20,709$1.05M0.0%+57.1%0.292%
2/17/2026Regal Investment Advisors LLC84,404$4.28M0.3%+4.3%1.189%
2/17/2026Osaic Holdings Inc.105,747$5.36M0.0%-2.5%1.489%
2/17/2026Royal Bank of Canada110,215$5.58M0.0%+3,016.1%1.552%
2/17/2026Islay Capital Management LLC29,532$1.50M0.9%-14.2%0.416%
2/16/2026MML Investors Services LLC34,215$1.73M0.0%+28.7%0.482%
2/13/2026Kestra Advisory Services LLC113,220$5.74M0.0%+117.5%1.595%
2/13/2026Stifel Financial Corp4,967$252K0.0%-43.3%0.070%
2/12/2026Jane Street Group LLC27,475$1.39M0.0%N/A0.387%
2/12/2026Commonwealth Equity Services LLC342,417$17.35M0.0%+3.8%4.823%
2/12/2026Great Lakes Retirement Inc.30,314$1.54M0.2%+4.2%0.427%
2/11/2026Focus Partners Advisor Solutions LLC23,085$1.17M0.0%-47.9%0.325%
2/11/2026LPL Financial LLC288,480$14.61M0.0%+18.7%4.063%
2/10/2026Goldman Sachs Group Inc.6,041$306K0.0%N/A0.085%
2/10/2026Resolute Capital LLC11,069$561K0.2%N/A0.156%
2/10/2026Savant Capital LLC34,660$1.76M0.0%+83.3%0.488%
2/6/2026Global Retirement Partners LLC87,965$4.46M0.1%+4.1%1.239%
2/6/2026IFP Advisors Inc9,937$503K0.0%+12.1%0.140%
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2/5/2026BG Investment Services LLC8,069$409K0.4%+43.2%0.114%
2/5/2026Grey Ledge Advisors LLC36,066$1.83M0.4%-1.0%0.508%
2/4/2026Advisor OS LLC17,134$868K0.1%+4.1%0.241%
2/3/2026Koshinski Asset Management Inc.24,679$1.25M0.1%+11.9%0.348%
2/2/2026Benjamin Edwards Inc.4,434$225K0.0%N/A0.062%
1/30/2026Sigma Planning Corp9,075$460K0.0%N/A0.128%
1/29/2026Comerica Bank2,000$101K0.0%N/A0.028%
1/29/2026Kestra Private Wealth Services LLC39,447$2.00M0.0%-6.5%0.556%
1/29/2026UBS Group AG458,286$23.22M0.0%-22.8%6.455%
1/29/2026Sanctuary Advisors LLC16,637$843K0.0%-6.4%0.234%
1/28/2026Dentgroup LLC9,037$458K0.3%-16.1%0.127%
1/26/2026United Advisor Group LLC8,470$431K0.1%-14.3%0.123%
1/26/2026Elevation Capital Advisory LLC25,659$1.30M0.5%-21.6%0.372%
1/23/2026Farther Finance Advisors LLC1,752$89K0.0%N/A0.025%
1/23/2026Assetmark Inc.53,429$2.71M0.0%-7.3%0.774%
1/23/2026Norris Perne & French LLP MI15,086$764K0.1%+14.4%0.219%
1/21/2026Flagship Harbor Advisors LLC2,260$114K0.0%N/A0.033%
1/21/2026Salus Financial Advisors LLC66,102$3.35M2.0%+4.8%0.958%
1/20/2026Investment Research & Advisory Group Inc.811$41K0.0%N/A0.012%
1/15/2026McGlone Suttner Wealth Management Inc.9,889$501K0.1%-7.5%0.145%
1/14/2026Centurion Wealth Management LLC19,589$992K0.2%-2.5%0.288%
1/14/2026Spire Wealth Management694$35K0.0%N/A0.010%
1/9/2026Westview Management dba Westview Investment Advisors7,879$399K0.2%N/A0.119%
1/8/2026Wealth Enhancement Advisory Services LLC18,004$913K0.0%-26.1%0.273%
1/7/2026Lakeridge Wealth Management LLC18,915$958K0.4%+2.0%0.291%
1/5/2026Holos Integrated Wealth LLC163,057$8.27M4.6%N/A2.509%
1/1/2026JPMorgan Chase & Co.10,711$543K0.0%-8.4%0.195%
11/17/2025Kestra Private Wealth Services LLC42,200$2.14M0.0%+5.8%0.767%
11/17/2025Mercer Global Advisors Inc. ADV5,661$287K0.0%-34.5%0.103%
11/17/2025Flow Traders U.S. LLC23,710$1.20M0.0%-19.9%0.431%
11/17/2025Focus Partners Wealth18,644$944K0.0%-4.1%0.339%
11/17/2025Citadel Advisors LLC4,859$246K0.0%N/A0.088%
11/17/2025Bank of America Corp DE132,655$6.72M0.0%+15.4%2.412%
11/14/2025Raymond James Financial Inc.11,062$560K0.0%+11.7%0.201%
11/14/2025Equitable Holdings Inc.13,178$668K0.0%+169.3%0.240%
11/14/2025Regal Investment Advisors LLC80,948$4.10M0.3%+2.8%1.472%
11/13/2025UBS Group AG593,315$30.06M0.0%+0.1%10.788%
11/12/2025Great Lakes Retirement Inc.29,102$1.47M0.2%+6.5%0.529%
11/12/2025Focus Partners Advisor Solutions LLC44,290$2.24M0.0%+88.9%0.805%
11/12/2025Advisor OS LLC16,460$834K0.1%+11.4%0.299%
11/10/2025Algorithmic Investment Models LLC51,444$2.61M1.7%+2.8%0.935%
11/10/2025Clearstead Trust LLC4,650$236K0.0%N/A0.085%
11/10/2025Koshinski Asset Management Inc.22,046$1.12M0.1%+26.7%0.401%
11/10/2025Vestmark Advisory Solutions Inc.57,587$2.92M0.1%-50.5%1.047%
11/7/2025JPMorgan Chase & Co.10,711$543K0.0%-8.4%0.195%
11/7/2025Salus Financial Advisors LLC63,101$3.20M2.0%+5.1%1.147%
11/6/2025Assetmark Inc.57,664$2.92M0.0%-3.1%1.048%
11/5/2025MMA Asset Management LLC1,039$53K0.0%N/A0.019%
11/5/2025Savant Capital LLC18,908$958K0.0%+15.7%0.344%
11/5/2025Envestnet Asset Management Inc.278,124$14.09M0.0%+21.0%5.057%
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11/4/2025Jones Financial Companies Lllp9,232$469K0.0%+75.1%0.168%
11/3/2025Cahill Financial Advisors Inc.10,569$535K0.1%-36.3%0.192%
10/31/2025BG Investment Services Inc.5,633$285K0.3%N/A0.102%
10/31/2025B. Riley Wealth Advisors Inc.34,350$1.74M0.1%+23.2%0.625%
10/30/2025Elevation Capital Advisory LLC32,738$1.66M0.7%N/A0.595%
10/29/2025Wealth Enhancement Advisory Services LLC24,378$1.24M0.0%-12.3%0.443%
10/22/2025Commonwealth Equity Services LLC329,858$16.71M0.0%-2.0%5.997%
10/21/2025Global Retirement Partners LLC84,513$4.28M0.1%+3,519.4%1.537%
10/21/2025Grey Ledge Advisors LLC36,448$1.85M0.4%+1.5%0.663%
10/17/2025Norris Perne & French LLP MI13,188$668K0.0%-8.3%0.244%


FLTB Institutional Ownership - Frequently Asked Questions

During the previous two years, 92 institutional investors and hedge funds held shares of Fidelity Limited Term Bond ETF. The most heavily invested institutionals were Bank of America Corp DE ($42.39M), UBS Group AG ($23.22M), Commonwealth Equity Services LLC ($17.35M), LPL Financial LLC ($14.61M), Envestnet Asset Management Inc. ($14.09M), Holos Integrated Wealth LLC ($8.27M), and Royal Bank of Canada ($6.27M).Learn more on Fidelity Limited Term Bond ETF's institutional investors.

2.01% of Fidelity Limited Term Bond ETF's stock is owned by institutional investors. Learn more on FLTB's institutional investor holdings.

Of the 85 institutional investors that purchased Fidelity Limited Term Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of America Corp DE ($193.15K), Holos Integrated Wealth LLC ($183.33K), Envestnet Asset Management Inc. ($133.99K), Royal Bank of Canada ($121.12K), LPL Financial LLC ($118.01K), Commonwealth Equity Services LLC ($89.41K), and Global Retirement Partners LLC ($85.63K).

Institutional investors have bought a total of 1,377,658 shares in the last 24 months. This purchase volume represents approximately $69.62M in transactions.

Of the 28 institutional investors that sold Fidelity Limited Term Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: UBS Group AG ($135.03K), Vestmark Advisory Solutions Inc. ($58.82K), Kestra Advisory Services LLC ($30.80K), Focus Partners Advisor Solutions LLC ($21.21K), Wealth Enhancement Advisory Services LLC ($11.94K), Assetmark Inc. ($11.29K), and Islay Capital Management LLC ($10.71K).

Institutional investors have sold a total of 338,518 shares in the last 24 months. This volume of shares sold represents approximately $17.13M in transactions.


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This page (NYSEARCA:FLTB) was last updated on 7/5/2026 by MarketBeat.com Staff.
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