FIDELITY SYSTEM MUNI BND ETF (FMUN) Institutional Shareholders
FIDELITY SYSTEM MUNI BND ETF (FMUN) 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 $34.45M in FMUN holdings during the latest filing period.
Riverview Trust Co is currently the largest disclosed institutional shareholder of FMUN tracked by InsiderSet, reporting ownership valued at approximately $14.60M 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 $13.91M, representing an estimated loss of -4.71% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 94% of the total disclosed FMUN value among the investors covered in this analysis. Major shareholders include Riverview Trust Co, Commonwealth Equity Services, Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in FIDELITY SYSTEM MUNI BND ETF (FMUN).
This page ranks the largest institutional FMUN 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
21
Total Reported Value
$34.45M
Largest Holder
Riverview Trust Co
Largest Position
$14.60M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
29
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Riverview Trust Co | 17.39% | 289,629 | $14,600,198 | $13,912,329 | -$687,869 | -4.71% | |
| Commonwealth Equity Services, Llc | 0.01% | 85,228 | $4,296,360 | $4,093,927 | -$202,433 | -4.71% | |
| Lpl Financial Llc | 0.00% | 75,697 | $3,815,886 | $3,636,105 | -$179,781 | -4.71% | |
| Life Planning Partners, Inc | 1.44% | 38,530 | $1,942,296 | $1,850,789 | -$91,507 | -4.71% | |
| Financial Planning Fort Collins, Llc | 1.51% | 37,887 | $1,908,578 | $1,819,902 | -$88,676 | -4.65% | |
| Thrivent Financial For Lutherans | 0.00% | 33,387 | $1,683,000 | $1,603,745 | -$79,255 | -4.71% | |
| Jane Street Group, Llc | 0.00% | 30,194 | $1,522,080 | $1,450,369 | -$71,711 | -4.71% | |
| Osaic Holdings, Inc. | 0.00% | 25,617 | $1,292,292 | $1,230,513 | -$61,779 | -4.78% | |
| Avidian Wealth Enterprises, Llc | 0.02% | 14,840 | $748,082 | $712,839 | -$35,243 | -4.71% | |
| Embree Financial Group | 0.07% | 13,202 | $665,513 | $634,158 | -$31,355 | -4.71% | |
| Global Wealth Management, Llc | 0.15% | 5,933 | $299,058 | $284,992 | -$14,066 | -4.70% | |
| Camelot Technology Advisors, Inc. | 0.19% | 5,649 | $284,776 | $271,350 | -$13,426 | -4.71% | |
| Elequin Capital, Lp | 0.01% | 5,119 | $258,049 | $245,891 | -$12,158 | -4.71% | |
| Cahaba Wealth Management, Inc. | 0.01% | 4,700 | $236,932 | $225,764 | -$11,168 | -4.71% | |
| J.W. Cole Advisors, Inc. | 0.00% | 4,529 | $228,292 | $217,551 | -$10,741 | -4.71% | |
| Citadel Advisors Llc | 0.00% | 4,523 | $228,004 | $217,262 | -$10,742 | -4.71% | |
| Raymond James Financial Inc | 0.00% | 3,985 | $200,884 | $191,419 | -$9,465 | -4.71% | |
| Stone House Investment Management, Llc | 0.02% | 2,821 | $142,207 | $135,507 | -$6,700 | -4.71% | |
| Fmr Llc | 0.00% | 1,080 | $54,449 | $51,878 | -$2,571 | -4.72% | |
| Moisand Fitzgerald Tamayo, Llc | 0.00% | 866 | $43,656 | $41,598 | -$2,058 | -4.71% | |
| Action Point Financial Planning, Llc | 0.00% | 0 | $9 | — | — | — |
Frequently asked questions about FMUN
Who owns the most FMUN stock?
The largest holders of FMUN 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 SYSTEM MUNI BND ETF (FMUN).
Is FMUN widely held by superinvestors?
Many widely followed stocks like FMUN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FMUN 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.