FIDELITY LTD TERM BOND ETF (FLTB) Institutional Shareholders
FIDELITY LTD TERM BOND ETF (FLTB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $225.26M in FLTB holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of FLTB tracked by InsiderSet, reporting ownership valued at approximately $42.39M in its March 31, 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 $42.17M, representing an estimated loss of -0.51% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed FLTB value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Ubs Group Ag, Envestnet Asset Management Inc, 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
76
Total Reported Value
$225.26M
Largest Holder
Bank Of America Corp
Largest Position
$42.39M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
90
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% | 843,161 | $42,385,711 | $42,169,517 | -$216,194 | -0.51% | |
| Ubs Group Ag | 0.00% | 451,309 | $22,687,303 | $22,571,588 | -$115,715 | -0.51% | |
| Envestnet Asset Management Inc | 0.01% | 446,264 | $22,371,219 | $22,319,269 | -$51,950 | -0.23% | |
| Commonwealth Equity Services, Llc | 0.02% | 367,410 | $18,418,265 | $18,375,497 | -$42,768 | -0.23% | |
| Morgan Stanley | 0.00% | 332,732 | $16,726,516 | $16,641,125 | -$85,391 | -0.51% | |
| Lpl Financial Llc | 0.00% | 297,835 | $14,972,173 | $14,895,801 | -$76,372 | -0.51% | |
| Holos Integrated Wealth Llc | 4.64% | 198,581 | $9,944,961 | $9,931,751 | -$13,210 | -0.13% | |
| Royal Bank Of Canada | 0.00% | 124,656 | $6,266,000 | $6,234,495 | -$31,505 | -0.50% | |
| Kestra Advisory Services, Llc | 0.02% | 106,845 | $5,356,140 | $5,343,703 | -$12,437 | -0.23% | |
| Regal Investment Advisors Llc | 0.25% | 87,579 | $4,402,586 | $4,380,141 | -$22,445 | -0.51% | |
| Osaic Holdings, Inc. | 0.01% | 80,358 | $4,044,118 | $4,018,993 | -$25,125 | -0.62% | |
| Salus Financial Advisors, Llc | 2.15% | 73,457 | $3,692,666 | $3,673,849 | -$18,817 | -0.51% | |
| Sanctuary Advisors, Llc | 0.02% | 71,713 | $3,605,027 | $3,586,625 | -$18,402 | -0.51% | |
| Merkkuri Wealth Advisors Llc | 1.88% | 60,605 | $3,038,123 | $3,031,074 | -$7,049 | -0.23% | |
| Cetera Investment Advisers | 0.00% | 59,991 | $3,015,754 | $3,000,366 | -$15,388 | -0.51% | |
| Savant Capital, Llc | 0.01% | 56,000 | $2,815,107 | $2,800,762 | -$14,345 | -0.51% | |
| Jane Street Group, Llc | 0.00% | 53,679 | $2,698,443 | $2,684,680 | -$13,763 | -0.51% | |
| Kestra Private Wealth Services, Llc | 0.03% | 53,614 | $2,687,671 | $2,681,429 | -$6,242 | -0.23% | |
| Jones Financial Companies Lllp | 0.00% | 53,581 | $2,686,002 | $2,679,779 | -$6,223 | -0.23% | |
| Koshinski Asset Management, Inc. | 0.12% | 43,768 | $2,194,105 | $2,188,995 | -$5,110 | -0.23% | |
| B. Riley Wealth Advisors, Inc. | 0.12% | 42,931 | $2,153,849 | $2,147,134 | -$6,715 | -0.31% | |
| Grey Ledge Advisors, Llc | 0.38% | 37,731 | $1,891,469 | $1,887,063 | -$4,406 | -0.23% | |
| Islay Capital Management, Llc | 0.91% | 35,598 | $1,789,511 | $1,780,384 | -$9,127 | -0.51% | |
| Great Lakes Retirement, Inc. | 0.16% | 34,745 | $1,748,459 | $1,737,723 | -$10,736 | -0.61% | |
| Clearwave Capital, Llc | 0.89% | 32,240 | $1,616,180 | $1,612,438 | -$3,742 | -0.23% | |
| Equitable Holdings, Inc. | 0.01% | 31,404 | $1,590,927 | $1,570,627 | -$20,300 | -1.28% | |
| Mml Investors Services, Llc | 0.00% | 30,040 | $1,510,135 | $1,502,409 | -$7,726 | -0.51% | |
| Advisor Os, Llc | 0.09% | 23,856 | $1,199,259 | $1,193,124 | -$6,135 | -0.51% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 23,660 | $1,184,645 | $1,183,322 | -$1,323 | -0.11% | |
| Focus Partners Advisor Solutions, Llc | 0.01% | 22,915 | $1,151,942 | $1,146,062 | -$5,880 | -0.51% | |
| Lakeridge Wealth Management Llc | 0.39% | 21,293 | $1,067,418 | $1,064,940 | -$2,478 | -0.23% | |
| Vestmark Advisory Solutions, Inc. | 0.01% | 19,225 | $966,441 | $961,511 | -$4,930 | -0.51% | |
| Centurion Wealth Management Llc | 0.22% | 17,956 | $900,150 | $898,044 | -$2,106 | -0.23% | |
| Focus Partners Wealth | 0.00% | 17,623 | $885,889 | $881,390 | -$4,499 | -0.51% | |
| Norris Perne & French Llp/Mi | 0.05% | 16,978 | $851,089 | $849,131 | -$1,958 | -0.23% | |
| Farther Finance Advisors, Llc | 0.01% | 16,913 | $847,853 | $845,880 | -$1,973 | -0.23% | |
| Resolute Capital, Llc | 0.29% | 16,576 | $830,958 | $829,025 | -$1,933 | -0.23% | |
| Hoxton Planning & Management, Llc | 0.21% | 16,260 | $815,110 | $813,221 | -$1,889 | -0.23% | |
| Raymond James Financial Inc | 0.00% | 13,771 | $692,268 | $688,737 | -$3,531 | -0.51% | |
| Soltis Investment Advisors Llc | 0.04% | 12,256 | $614,393 | $612,967 | -$1,426 | -0.23% | |
| Cahill Financial Advisors Inc | 0.06% | 11,125 | $559,264 | $556,401 | -$2,863 | -0.51% | |
| Primoris Wealth Advisors, Llc | 0.25% | 11,000 | $551,430 | $550,150 | -$1,280 | -0.23% | |
| Rehmann Capital Advisory Group | 0.03% | 10,486 | $527,141 | $524,443 | -$2,698 | -0.51% | |
| Bg Investment Services, Llc | 0.41% | 9,747 | $489,982 | $487,483 | -$2,499 | -0.51% | |
| Mcglone Suttner Wealth Management, Inc. | 0.06% | 9,719 | $487,217 | $486,082 | -$1,135 | -0.23% | |
| United Advisor Group, Llc | 0.05% | 9,237 | $464,767 | $461,976 | -$2,791 | -0.60% | |
| Indivisible Partners | 0.02% | 7,011 | $351,461 | $350,645 | -$816 | -0.23% | |
| Opus Financial Solutions Llc | 0.28% | 6,807 | $341,235 | $340,443 | -$792 | -0.23% | |
| Mercer Global Advisors Inc | 0.00% | 6,443 | $323,902 | $322,238 | -$1,664 | -0.51% | |
| Fmr Llc | 0.00% | 6,149 | $309,103 | $307,534 | -$1,569 | -0.51% |
Frequently asked questions about FLTB
Who owns the most FLTB stock?
The largest holders of FLTB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIDELITY LTD TERM BOND ETF (FLTB).
Is FLTB widely held by superinvestors?
Many widely followed stocks like FLTB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FLTB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.