Who owns Fidelity Tactical Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FTBD from SEC Form 13F filings across 18 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, 18 institutions disclosed 140,444 shares of Fidelity Tactical Bond ETF worth $6.9M — about 18.4% of shares outstanding; the largest disclosed holder is COMMONWEALTH EQUITY SERVICES, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
18
13F holders
$6.9M
value, 2026 filers
18.4%
of shares outstanding (140,444 sh)
3
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 FTBD's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | COMMONWEALTH EQUITY SERVICES, LLC | 28,903 | $1.4M | 0.0% | 3.8% | +17.1% |
| 2 | InTrack Investment Management Inc | 24,102 | $1.2M | 0.6% | 3.2% | +152.8% |
| 3 | OSAIC HOLDINGS, INC. | 16,297 | $803,426 | 0.0% | 2.1% | +35.6% |
| 4 | BG Investment Services, LLC | 11,892 | $586,054 | 0.4% | 1.6% | +6.8% |
| 5 | AdvisorNet Financial, Inc | 10,822 | $533,308 | 0.0% | 1.4% | +50.1% |
| 6 | Koshinski Asset Management, Inc. | 9,149 | $450,863 | 0.0% | 1.2% | -32.8% |
| 7 | MORGAN STANLEYNEW | 7,942 | $391,382 | 0.0% | 1% | new |
| 8 | Arkadios Wealth Advisors | 7,888 | $388,720 | 0.0% | 1% | -0.8% |
| 9 | Clarity Asset Management, Inc. | 6,509 | $320,784 | 0.2% | 0.9% | +6.5% |
| 10 | Avidian Wealth Enterprises, LLC | 5,412 | $266,703 | 0.0% | 0.7% | -32.3% |
| 11 | J.W. COLE ADVISORS, INC.NEW | 5,160 | $254,262 | 0.0% | 0.7% | new |
| 12 | BROWN, LISLE/CUMMINGS, INC.NEW | 2,990 | $147,347 | 0.0% | 0.4% | new |
| 13 | ROYAL BANK OF CANADA | 1,004 | $49,000 | 0.0% | 0.1% | 0.0% |
| 14 | TD Waterhouse Canada Inc. | 714 | $35,079 | 0.0% | 0.1% | 0.0% |
| 15 | JPMORGAN CHASE & CO | 698 | $34,522 | 0.0% | 0.1% | +20.8% |
| 16 | CREATIVE FINANCIAL DESIGNS INC /ADV | 539 | $26,548 | 0.0% | 0.1% | +150.7% |
| 17 | BANK OF MONTREAL /CAN/ | 315 | $15,523 | 0.0% | 0% | 0.0% |
| 18 | UBS Group AG | 108 | $5,322 | 0.0% | 0% | +191.9% |
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.