FIDELITY MUNI BND OPP ETF (FMUB) Institutional Shareholders

FIDELITY MUNI BND OPP ETF (FMUB) 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 $130.31M in FMUB holdings during the latest filing period.

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 $58.99M, representing an estimated loss of -2.36% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 89% 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

$130.31M

Largest Holder

Cwm, Llc

Largest Position

$60.41M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

41

Funds Exiting Positions

1

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Cwm, Llc0.16%1,193,840$60,411,669$58,987,634-$1,424,035-2.36%
Commonwealth Equity Services, Llc0.02%320,712$16,486,090$15,846,380-$639,710-3.88%
Wealth Alliance Advisory Group, Llc2.13%285,829$14,692,941$14,122,811-$570,130-3.88%
Jpmorgan Chase & Co0.00%131,398$6,757,159$6,492,375-$264,784-3.92%
Advyzon Investment Management, Llc0.29%77,577$3,987,815$3,833,080-$154,735-3.88%
Clarity Retirement & Wealth, Llc2.56%72,039$3,703,136$3,559,447-$143,689-3.88%
Concurrent Investment Advisors, Llc0.03%57,694$2,965,730$2,850,661-$115,069-3.88%
Lpl Financial Llc0.00%50,239$2,582,540$2,482,309-$100,231-3.88%
Hicks Capital Management Llc2.10%49,866$2,563,341$2,463,879-$99,462-3.88%
Iht Wealth Management, Llc0.04%34,815$1,789,632$1,720,209-$69,423-3.88%
Advisory Services Network, Llc0.02%31,629$1,625,855$1,562,789-$63,066-3.88%
Avidian Wealth Enterprises, Llc0.04%28,300$1,454,750$1,398,303-$56,447-3.88%
Osaic Holdings, Inc.0.00%21,461$1,103,413$1,060,388-$43,025-3.90%
Landmark Wealth Management, Llc0.25%20,305$1,043,770$1,003,270-$40,500-3.88%
Aptus Capital Advisors, Llc0.01%19,803$1,017,965$978,466-$39,499-3.88%
Envestnet Asset Management Inc0.00%18,126$931,734$895,606-$36,128-3.88%
Raymond James Financial Inc0.00%17,351$891,921$857,313-$34,608-3.88%
Kestra Advisory Services, Llc0.00%14,228$733,547$703,005-$30,542-4.16%
Jane Street Group, Llc0.00%14,000$719,664$691,740-$27,924-3.88%
J.W. Cole Advisors, Inc.0.01%12,957$666,060$640,205-$25,855-3.88%
Cetera Investment Advisers0.00%12,308$632,700$608,138-$24,562-3.88%
Pfg Advisors0.03%10,394$534,319$513,568-$20,751-3.88%
Elequin Capital, Lp0.02%9,759$501,657$482,192-$19,465-3.88%
Fifth Third Securities, Inc.0.03%9,095$467,525$449,384-$18,141-3.88%
Advisornet Financial, Inc0.02%7,412$381,031$366,227-$14,804-3.89%
Sequoia Financial Advisors0.00%6,199$318,658$306,293-$12,365-3.88%
Physician Wealth Advisors, Inc.0.04%6,087$312,900$300,759-$12,141-3.88%
Ifg Advisory, Llc0.01%5,701$293,033$281,686-$11,347-3.87%
Newedge Advisors, Llc0.00%4,572$235,022$225,903-$9,119-3.88%
Inspire Advisors, Llc0.01%4,175$214,614$206,287-$8,327-3.88%
Ifp Advisors, Inc0.00%2,000$102,809$98,820-$3,989-3.88%
Clearstead Advisors, Llc0.00%1,961$100,819$96,893-$3,926-3.89%
Mcf Advisors Llc0.00%1,280$65,993$63,245-$2,748-4.16%
Roxbury Financial Llc0.01%300$15,421$14,823-$598-3.88%
Cambridge Investment Research Advisors, Inc.0.00%28,575$1,469$1,411,891+$1,410,422+96012.37%
Fmr Llc0.00%0$10
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Frequently asked questions about FMUB

  • Who owns the most FMUB stock?

    The largest holders of FMUB 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 MUNI BND OPP ETF (FMUB).

  • Is FMUB widely held by superinvestors?

    Many widely followed stocks like FMUB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FMUB 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.