Who owns Fidelity Limited Term Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.
Institutional ownership of FLTB from SEC Form 13F filings across 63 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 63 institutions disclosed 4.7M shares of Fidelity Limited Term Bond ETF worth $231.5M — about 88.5% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
63
13F holders
$231.5M
value, 2026 filers
88.5%
of shares outstanding (4.7M sh)
12
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of FLTB's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 923,052 | $46.3M | 0.0% | 17.3% | +9.5% |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 446,264 | $22.4M | 0.0% | 8.4% | +19.4% |
| 3 | UBS Group AG | 430,243 | $21.6M | 0.0% | 8.1% | -4.7% |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | 367,410 | $18.4M | 0.0% | 6.9% | +11.9% |
| 5 | MORGAN STANLEY | 332,980 | $16.7M | 0.0% | 6.3% | +0.1% |
| 6 | LPL Financial LLC | 219,258 | $11.0M | 0.0% | 4.1% | -26.4% |
| 7 | Holos Integrated Wealth LLC | 198,581 | $9.9M | 4.6% | 3.7% | +21.5% |
| 8 | OSAIC HOLDINGS, INC. | 163,458 | $8.2M | 0.0% | 3.1% | +103.4% |
| 9 | ROYAL BANK OF CANADA | 129,638 | $6.5M | 0.0% | 2.4% | +4.0% |
| 10 | RAYMOND JAMES FINANCIAL INC | 114,487 | $5.7M | 0.0% | 2.2% | +731.4% |
| 11 | Kestra Advisory Services, LLC | 106,845 | $5.4M | 0.0% | 2% | +29.6% |
| 12 | Regal Investment Advisors LLC | 94,389 | $4.7M | 0.2% | 1.8% | +7.8% |
| 13 | Sanctuary Advisors, LLC | 81,803 | $4.1M | 0.0% | 1.5% | +14.1% |
| 14 | Cambridge Investment Research Advisors, Inc. | 80,246 | $4,023 | 0.0% | 1.5% | -41.4% |
| 15 | Salus Financial Advisors, LLC | 79,432 | $4.0M | 2.0% | 1.5% | +8.1% |
| 16 | JONES FINANCIAL COMPANIES LLLP | 75,274 | $3.8M | 0.0% | 1.4% | +40.5% |
| 17 | Savant Capital, LLC | 66,480 | $3.3M | 0.0% | 1.2% | +18.7% |
| 18 | Cetera Investment Advisers | 64,186 | $3.2M | 0.0% | 1.2% | +7.0% |
| 19 | OLD MISSION CAPITAL LLCNEW | 55,133 | $2.8M | 0.0% | 1% | new |
| 20 | KESTRA PRIVATE WEALTH SERVICES, LLC | 53,614 | $2.7M | 0.0% | 1% | +49.9% |
| 21 | Fidelis Wealth Advisors LLCNEW | 49,910 | $2.5M | 3.7% | 0.9% | new |
| 22 | Focus Partners Wealth | 45,572 | $2.3M | 0.0% | 0.9% | +158.6% |
| 23 | Koshinski Asset Management, Inc. | 43,768 | $2.2M | 0.1% | 0.8% | +33.5% |
| 24 | B. Riley Wealth Advisors, Inc. | 42,931 | $2.2M | 0.1% | 0.8% | +15.7% |
| 25 | Advisor OS, LLC | 41,362 | $2.1M | 0.1% | 0.8% | +73.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.