FMUN Institutional Ownership & Shareholders
FIDELITY SYSTEM MUNI BND ETF (FMUN) is currently held by 20 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $28.30M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $14.18M, representing an estimated loss of -2.88% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 93% 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
20
Total Reported Value
$28.30M
Largest Holder
Riverview Trust Co
Largest Position
$14.60M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
31
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 | $14,180,439 | -$419,759 | -2.88% | |
| Commonwealth Equity Services, Llc | 0.00% | 55,042 | $2,576,985 | $2,694,895 | +$117,910 | +4.58% | |
| Lpl Financial Llc | 0.00% | 46,031 | $2,155,093 | $2,253,710 | +$98,617 | +4.58% | |
| Financial Planning Fort Collins, Llc | 1.36% | 38,065 | $1,782,148 | $1,863,689 | +$81,541 | +4.58% | |
| Jane Street Group, Llc | 0.00% | 30,194 | $1,522,080 | $1,478,319 | -$43,761 | -2.88% | |
| Osaic Holdings, Inc. | 0.00% | 25,617 | $1,292,292 | $1,254,226 | -$38,066 | -2.95% | |
| Avidian Wealth Enterprises, Llc | 0.02% | 17,281 | $809,066 | $846,090 | +$37,024 | +4.58% | |
| Life Planning Partners, Inc | 0.64% | 17,081 | $799,709 | $836,298 | +$36,589 | +4.58% | |
| Embree Financial Group | 0.06% | 12,667 | $593,048 | $620,185 | +$27,137 | +4.58% | |
| Global Wealth Management, Llc | 0.15% | 5,983 | $280,102 | $292,932 | +$12,830 | +4.58% | |
| Single Point Partners, Llc | 0.05% | 5,847 | $273,518 | $286,273 | +$12,755 | +4.66% | |
| Camelot Technology Advisors, Inc. | 0.18% | 5,697 | $266,728 | $278,929 | +$12,201 | +4.57% | |
| Elequin Capital, Lp | 0.01% | 5,119 | $258,049 | $250,630 | -$7,419 | -2.88% | |
| Cra Financial Services, Llc | 0.03% | 4,915 | $230,112 | $240,642 | +$10,530 | +4.58% | |
| Citadel Advisors Llc | 0.00% | 4,523 | $228,004 | $221,449 | -$6,555 | -2.87% | |
| Cahaba Wealth Management, Inc. | 0.01% | 4,700 | $220,050 | $230,115 | +$10,065 | +4.57% | |
| J.W. Cole Advisors, Inc. | 0.00% | 4,561 | $213,526 | $223,310 | +$9,784 | +4.58% | |
| Raymond James Financial Inc | 0.00% | 3,985 | $200,884 | $195,108 | -$5,776 | -2.88% | |
| Thrivent Financial For Lutherans | 0.00% | 35,355 | $1,665 | $1,731,006 | +$1,729,341 | +103864.30% | |
| Action Point Financial Planning, Llc | 0.00% | 0 | $9 | — | — | — |
Frequently asked questions about FMUN
Who are the largest institutional holders of FMUN?
The largest institutional holders of FMUN reported in the latest SEC Form 13F filings include Riverview Trust Co, Commonwealth Equity Services, Llc, Lpl Financial Llc, Financial Planning Fort Collins, Llc, and Jane Street Group, Llc. InsiderSet ranks institutional holders by their latest reported FMUN position.
What is FMUN institutional ownership?
This page tracks FMUN positions reported by institutional investment managers through SEC Form 13F. FIDELITY SYSTEM MUNI BND ETF (FMUN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FMUN?
InsiderSet currently tracks 20 institutional managers reporting FMUN 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 FMUN shareholders.
How much FMUN stock do institutions own?
Institutional investment managers disclosed approximately $28.30M in FMUN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FMUN institutional ownership last updated?
The latest FMUN 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 FMUN 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 FMUN position after the reporting date.
Are institutions buying or selling FMUN?
Institutional buying and selling can be analyzed by comparing FMUN positions across consecutive 13F reporting periods. InsiderSet's FMUN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FMUN ownership changes.
How has FMUN institutional ownership changed over time?
InsiderSet tracks FMUN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.