FLTB Institutional Ownership & Shareholders
FIDELITY LTD TERM BOND ETF (FLTB) is currently held by 77 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $252.64M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of FLTB tracked by InsiderSet, reporting ownership valued at approximately $46.27M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $45.49M, representing an estimated loss of -1.70% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed FLTB value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Envestnet Asset Management Inc, Ubs Group Ag, and several other long-term asset managers with concentrated positions in FIDELITY LTD TERM BOND ETF (FLTB).
This page ranks the largest institutional FLTB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
77
Total Reported Value
$252.64M
Largest Holder
Bank Of America Corp
Largest Position
$46.27M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
99
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.00% | 923,052 | $46,272,588 | $45,488,003 | -$784,585 | -1.70% | |
| Envestnet Asset Management Inc | 0.01% | 446,264 | $22,371,219 | $21,991,890 | -$379,329 | -1.70% | |
| Ubs Group Ag | 0.00% | 430,243 | $21,568,082 | $21,202,375 | -$365,707 | -1.70% | |
| Commonwealth Equity Services, Llc | 0.02% | 360,898 | $17,676,789 | $17,785,053 | +$108,264 | +0.61% | |
| Morgan Stanley | 0.00% | 332,980 | $16,692,349 | $16,409,254 | -$283,095 | -1.70% | |
| Lpl Financial Llc | 0.00% | 219,258 | $10,991,423 | $10,805,034 | -$186,389 | -1.70% | |
| Holos Integrated Wealth Llc | 4.59% | 207,668 | $10,225,594 | $10,233,879 | +$8,285 | +0.08% | |
| Osaic Holdings, Inc. | 0.01% | 163,458 | $8,201,860 | $8,055,210 | -$146,650 | -1.79% | |
| Kestra Advisory Services, Llc | 0.02% | 155,818 | $7,631,943 | $7,678,711 | +$46,768 | +0.61% | |
| Royal Bank Of Canada | 0.00% | 129,638 | $6,499,000 | $6,388,561 | -$110,439 | -1.70% | |
| Raymond James Financial Inc | 0.00% | 114,487 | $5,739,234 | $5,641,919 | -$97,315 | -1.70% | |
| Regal Investment Advisors Llc | 0.25% | 94,389 | $4,731,711 | $4,651,490 | -$80,221 | -1.70% | |
| Salus Financial Advisors, Llc | 1.96% | 84,040 | $4,116,267 | $4,141,491 | +$25,224 | +0.61% | |
| Sanctuary Advisors, Llc | 0.02% | 81,803 | $4,100,795 | $4,031,252 | -$69,543 | -1.70% | |
| Clearwave Capital, Llc | 2.08% | 80,934 | $3,964,154 | $3,988,428 | +$24,274 | +0.61% | |
| Jones Financial Companies Lllp | 0.00% | 75,274 | $3,790,790 | $3,709,503 | -$81,287 | -2.14% | |
| Savant Capital, Llc | 0.01% | 66,480 | $3,332,640 | $3,276,134 | -$56,506 | -1.70% | |
| Cetera Investment Advisers | 0.00% | 64,186 | $3,217,660 | $3,163,086 | -$54,574 | -1.70% | |
| Merkkuri Wealth Advisors Llc | 1.88% | 60,605 | $3,038,123 | $2,986,614 | -$51,509 | -1.70% | |
| Old Mission Capital Llc | 0.07% | 55,133 | $2,763,817 | $2,716,954 | -$46,863 | -1.70% | |
| Kestra Private Wealth Services, Llc | 0.03% | 53,667 | $2,628,600 | $2,644,710 | +$16,110 | +0.61% | |
| Islay Capital Management, Llc | 1.24% | 53,665 | $2,628,501 | $2,644,611 | +$16,110 | +0.61% | |
| Fidelis Wealth Advisors Llc | 3.75% | 49,910 | $2,501,998 | $2,459,565 | -$42,433 | -1.70% | |
| B. Riley Wealth Advisors, Inc. | 0.09% | 48,698 | $2,385,248 | $2,399,837 | +$14,589 | +0.61% | |
| Koshinski Asset Management, Inc. | 0.12% | 47,888 | $2,345,578 | $2,359,921 | +$14,343 | +0.61% | |
| Focus Partners Wealth | 0.00% | 45,572 | $2,284,519 | $2,245,788 | -$38,731 | -1.70% | |
| Advisor Os, Llc | 0.14% | 41,362 | $2,073,480 | $2,038,319 | -$35,161 | -1.70% | |
| Mml Investors Services, Llc | 0.00% | 36,491 | $1,829,302 | $1,798,276 | -$31,026 | -1.70% | |
| Grey Ledge Advisors, Llc | 0.37% | 37,195 | $1,821,829 | $1,832,970 | +$11,141 | +0.61% | |
| Great Lakes Retirement, Inc. | 0.15% | 34,456 | $1,693,868 | $1,697,992 | +$4,124 | +0.24% | |
| Waverly Advisors, Llc | 0.01% | 29,800 | $1,493,874 | $1,468,544 | -$25,330 | -1.70% | |
| Goldman Sachs Group Inc | 0.00% | 29,684 | $1,488,059 | $1,462,828 | -$25,231 | -1.70% | |
| Equitable Holdings, Inc. | 0.01% | 28,507 | $1,429,075 | $1,404,825 | -$24,250 | -1.70% | |
| Jpmorgan Chase & Co | 0.00% | 25,304 | $1,269,544 | $1,246,981 | -$22,563 | -1.78% | |
| Citadel Advisors Llc | 0.00% | 25,285 | $1,267,537 | $1,246,045 | -$21,492 | -1.70% | |
| Focus Partners Advisor Solutions, Llc | 0.01% | 22,959 | $1,150,983 | $1,131,420 | -$19,563 | -1.70% | |
| Lakeridge Wealth Management Llc | 0.39% | 21,293 | $1,067,418 | $1,049,319 | -$18,099 | -1.70% | |
| Farther Finance Advisors, Llc | 0.01% | 20,341 | $996,318 | $1,002,404 | +$6,086 | +0.61% | |
| Hoxton Planning & Management, Llc | 0.25% | 19,664 | $963,139 | $969,042 | +$5,903 | +0.61% | |
| Norris Perne & French Llp/Mi | 0.04% | 18,992 | $930,211 | $935,926 | +$5,715 | +0.61% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 18,395 | $905,773 | $906,506 | +$733 | +0.08% | |
| Centurion Wealth Management Llc | 0.21% | 17,985 | $880,911 | $886,301 | +$5,390 | +0.61% | |
| Vestmark Advisory Solutions, Inc. | 0.01% | 17,152 | $859,830 | $845,251 | -$14,579 | -1.70% | |
| Resolute Capital, Llc | 0.29% | 16,576 | $830,958 | $816,865 | -$14,093 | -1.70% | |
| Bg Investment Services, Llc | 0.10% | 14,336 | $702,165 | $706,478 | +$4,313 | +0.61% | |
| Core Wealth Advisors, Inc. | 0.13% | 13,254 | $664,423 | $653,157 | -$11,266 | -1.70% | |
| 49 Wealth Management, Llc | 0.12% | 12,331 | $618,156 | $607,672 | -$10,484 | -1.70% | |
| Soltis Investment Advisors Llc | 0.03% | 12,256 | $600,299 | $603,976 | +$3,677 | +0.61% | |
| Cahill Financial Advisors Inc | 0.05% | 11,181 | $560,507 | $551,000 | -$9,507 | -1.70% | |
| Rehmann Capital Advisory Group | 0.02% | 10,622 | $532,488 | $523,452 | -$9,036 | -1.70% |
Frequently asked questions about FLTB
Who are the largest institutional holders of FLTB?
The largest institutional holders of FLTB reported in the latest SEC Form 13F filings include Bank Of America Corp, Envestnet Asset Management Inc, Ubs Group Ag, Commonwealth Equity Services, Llc, and Morgan Stanley. InsiderSet ranks institutional holders by their latest reported FLTB position.
What is FLTB institutional ownership?
This page tracks FLTB positions reported by institutional investment managers through SEC Form 13F. FIDELITY LTD TERM BOND ETF (FLTB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FLTB?
InsiderSet currently tracks 77 institutional managers reporting FLTB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FLTB shareholders.
How much FLTB stock do institutions own?
Institutional investment managers disclosed approximately $252.64M in FLTB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FLTB institutional ownership last updated?
The latest FLTB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FLTB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FLTB position after the reporting date.
Are institutions buying or selling FLTB?
Institutional buying and selling can be analyzed by comparing FLTB positions across consecutive 13F reporting periods. InsiderSet's FLTB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FLTB ownership changes.
How has FLTB institutional ownership changed over time?
InsiderSet tracks FLTB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.