FIDELITY LTD TERM BOND ETF (FLTB) Institutional Ownership Changes & 13F Activity

FIDELITY LTD TERM BOND ETF (FLTB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, Osaic Holdings, Inc., Bank Of America Corp, Old Mission Capital Llc, and Fidelis Wealth Advisors Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+25,285—25,285$1.27MQ2 2026Sep 02, 2026
Rehmann Capital Advisory GroupBuy+136+1.3%10,622$532.49KQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+57+0.9%6,500$325.83KQ2 2026Aug 19, 2026
49 Wealth Management, LlcBuy+12,331—12,331$618.16KQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Sell-2,897-9.2%28,507$1.43MQ2 2026Aug 17, 2026
Raymond James Financial IncBuy+100,716+731.4%114,487$5.74MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+83,100+103.4%163,458$8.20MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+79,891+9.5%923,052$46.27MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+55,133—55,133$2.76MQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+29,800—29,800$1.49MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+29,684—29,684$1.49MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+21,693+40.5%75,274$3.79MQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+10,179—10,179$510.00KQ2 2026Aug 14, 2026
Regal Investment Advisors LlcBuy+6,810+7.8%94,389$4.73MQ2 2026Aug 14, 2026
Cofg Advisors, LlcBuy+5,712—5,712$286.34KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+4,982+4.0%129,638$6.50MQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Sell-2,073-10.8%17,152$859.83KQ2 2026Aug 14, 2026
Fidelis Wealth Advisors LlcBuy+49,910—49,910$2.50MQ2 2026Aug 13, 2026
Ubs Group AgSell-21,066-4.7%430,243$21.57MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+10,090+14.1%81,803$4.10MQ2 2026Aug 13, 2026
Islay Capital Management, LlcBuy+3,155+8.9%38,753$1.94MQ2 2026Aug 13, 2026
Fmr LlcSell-1,385-22.5%4,764$238.82KQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+320+13.9%2,630$131.89KQ2 2026Aug 13, 2026
Morgan StanleyBuy+248+0.1%332,980$16.69MQ2 2026Aug 13, 2026
Focus Partners WealthBuy+27,949+158.6%45,572$2.28MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+25,304—25,304$1.27MQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+4,195+7.0%64,186$3.22MQ2 2026Aug 12, 2026
Core Wealth Advisors, Inc.Buy+13,254—13,254$664.42KQ2 2026Aug 11, 2026
Cahill Financial Advisors IncBuy+56+0.5%11,181$560.51KQ2 2026Aug 11, 2026
Savant Capital, LlcBuy+10,480+18.7%66,480$3.33MQ2 2026Aug 10, 2026
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Frequently asked questions about FLTB activity

  • Which institutional owners are buying FLTB?

    Institutional owners buying FLTB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in FLTB activity?

    "Buy" means an investor increased their reported position in FLTB compared to the prior reporting period. This reflects growing exposure to FIDELITY LTD TERM BOND ETF (FLTB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in FLTB increasing?

    Institutional interest in FLTB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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