FMUB Institutional Ownership & Shareholders
FIDELITY MUNI BND OPP ETF (FMUB) is currently held by 36 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $150.31M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Cwm, Llc is currently the largest disclosed institutional shareholder of FMUB tracked by InsiderSet, reporting ownership valued at approximately $60.41M 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 $59.66M, representing an estimated loss of -1.24% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 87% of the total disclosed FMUB value among the investors covered in this analysis. Major shareholders include Cwm, Llc, Commonwealth Equity Services, Llc, Wealth Alliance Advisory Group, Llc, and several other long-term asset managers with concentrated positions in FIDELITY MUNI BND OPP ETF (FMUB).
This page ranks the largest institutional FMUB 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
36
Total Reported Value
$150.31M
Largest Holder
Cwm, Llc
Largest Position
$60.41M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
44
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cwm, Llc | 0.16% | 1,193,840 | $60,411,669 | $59,664,661 | -$747,008 | -1.24% | |
| Commonwealth Equity Services, Llc | 0.04% | 561,180 | $27,067,520 | $28,046,149 | +$978,629 | +3.62% | |
| Wealth Alliance Advisory Group, Llc | 1.93% | 285,550 | $13,773,012 | $14,270,961 | +$497,949 | +3.62% | |
| Kestra Advisory Services, Llc | 0.02% | 169,364 | $8,195,572 | $8,464,322 | +$268,750 | +3.28% | |
| Jpmorgan Chase & Co | 0.00% | 131,398 | $6,757,159 | $6,566,891 | -$190,268 | -2.82% | |
| Advyzon Investment Management, Llc | 0.29% | 77,577 | $3,987,815 | $3,877,073 | -$110,742 | -2.78% | |
| Clarity Retirement & Wealth, Llc | 2.56% | 72,039 | $3,703,136 | $3,600,300 | -$102,836 | -2.78% | |
| Lpl Financial Llc | 0.00% | 50,239 | $2,582,540 | $2,510,800 | -$71,740 | -2.78% | |
| Hicks Capital Management Llc | 2.10% | 49,866 | $2,563,341 | $2,492,158 | -$71,183 | -2.78% | |
| Concurrent Investment Advisors, Llc | 0.01% | 43,768 | $2,111,055 | $2,187,398 | +$76,343 | +3.62% | |
| Iht Wealth Management, Llc | 0.04% | 34,815 | $1,789,632 | $1,739,953 | -$49,679 | -2.78% | |
| Advisory Services Network, Llc | 0.02% | 31,629 | $1,625,855 | $1,580,726 | -$45,129 | -2.78% | |
| Physician Wealth Advisors, Inc. | 0.16% | 29,671 | $1,431,114 | $1,482,871 | +$51,757 | +3.62% | |
| Lineweaver Wealth Advisors, Llc | 0.17% | 29,636 | $1,429,439 | $1,481,121 | +$51,682 | +3.62% | |
| Advisornet Financial, Inc | 0.06% | 27,131 | $1,321,288 | $1,355,929 | +$34,641 | +2.62% | |
| Avidian Wealth Enterprises, Llc | 0.03% | 25,731 | $1,241,088 | $1,285,961 | +$44,873 | +3.62% | |
| Osaic Holdings, Inc. | 0.00% | 21,461 | $1,103,413 | $1,072,559 | -$30,854 | -2.80% | |
| Landmark Wealth Management, Llc | 0.25% | 20,305 | $1,043,770 | $1,014,785 | -$28,985 | -2.78% | |
| Aptus Capital Advisors, Llc | 0.01% | 19,803 | $1,017,965 | $989,697 | -$28,268 | -2.78% | |
| Summit Wealth Group Llc / Co | 0.06% | 21,054 | $1,015,489 | $1,052,218 | +$36,729 | +3.62% | |
| Envestnet Asset Management Inc | 0.00% | 18,126 | $931,734 | $905,885 | -$25,849 | -2.77% | |
| Raymond James Financial Inc | 0.00% | 17,351 | $891,921 | $867,153 | -$24,768 | -2.78% | |
| Jane Street Group, Llc | 0.00% | 14,000 | $719,664 | $699,679 | -$19,985 | -2.78% | |
| J.W. Cole Advisors, Inc. | 0.01% | 12,957 | $666,060 | $647,553 | -$18,507 | -2.78% | |
| Cetera Investment Advisers | 0.00% | 12,308 | $632,700 | $615,118 | -$17,582 | -2.78% | |
| Pfg Advisors | 0.03% | 10,480 | $505,494 | $523,760 | +$18,266 | +3.61% | |
| Elequin Capital, Lp | 0.02% | 9,759 | $501,657 | $487,727 | -$13,930 | -2.78% | |
| Sequoia Financial Advisors | 0.00% | 6,199 | $318,658 | $309,808 | -$8,850 | -2.78% | |
| Ifg Advisory, Llc | 0.01% | 5,701 | $293,033 | $284,919 | -$8,114 | -2.77% | |
| Newedge Advisors, Llc | 0.00% | 4,572 | $235,022 | $228,495 | -$6,527 | -2.78% | |
| Inspire Advisors, Llc | 0.01% | 4,175 | $214,614 | $208,654 | -$5,960 | -2.78% | |
| Clearstead Advisors, Llc | 0.00% | 1,961 | $100,819 | $98,005 | -$2,814 | -2.79% | |
| Ifp Advisors, Inc | 0.00% | 2,000 | $96,466 | $99,954 | +$3,488 | +3.62% | |
| Roxbury Financial Llc | 0.02% | 603 | $29,063 | $30,136 | +$1,073 | +3.69% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 38,050 | $1,835 | $1,901,629 | +$1,899,794 | +103530.99% | |
| Fmr Llc | 0.00% | 0 | $10 | — | — | — |
Frequently asked questions about FMUB
Who are the largest institutional holders of FMUB?
The largest institutional holders of FMUB reported in the latest SEC Form 13F filings include Cwm, Llc, Commonwealth Equity Services, Llc, Wealth Alliance Advisory Group, Llc, Kestra Advisory Services, Llc, and Jpmorgan Chase & Co. InsiderSet ranks institutional holders by their latest reported FMUB position.
What is FMUB institutional ownership?
This page tracks FMUB positions reported by institutional investment managers through SEC Form 13F. FIDELITY MUNI BND OPP ETF (FMUB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FMUB?
InsiderSet currently tracks 36 institutional managers reporting FMUB 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 FMUB shareholders.
How much FMUB stock do institutions own?
Institutional investment managers disclosed approximately $150.31M in FMUB holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FMUB institutional ownership last updated?
The latest FMUB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 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 FMUB 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 FMUB position after the reporting date.
Are institutions buying or selling FMUB?
Institutional buying and selling can be analyzed by comparing FMUB positions across consecutive 13F reporting periods. InsiderSet's FMUB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FMUB ownership changes.
How has FMUB institutional ownership changed over time?
InsiderSet tracks FMUB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.