FBUF · Fidelity Dynamic Buffered Equity ETF ETF
$33.67
-0.04 (-0.13%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 9
Total Value: $3,280,661
Total Shares: 101,663
Institutional Ownership Trend
9 quarters
Holder Concentration
Across 9 13F filers · Δ vs Mar 31, 2026Top Holder
36.4%
+15.1 pts
Top 5
88.9%
+29.0 pts
Top 10
100.0%
+4.2 pts
HHI
2,169
Moderately concentrated+1,064
Quarterly Activity
vs Mar 31, 2026
New
3
Increased
4
Decreased
2
Sold Out
7
Unchanged
0
Holder count:
-4
Institutional value:
-45.2%
Shares held:
-48.9%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small Global Trust Asset Management, LLC | +15,992 | 36,965 | |
| Mega RAYMOND JAMES FINANCIAL INC | +3,398 | 20,880 | |
| Large OSAIC HOLDINGS, INC. | +403 | 607 | |
| Mid OLD MISSION CAPITAL LLC | +208 | 14,704 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega ENVESTNET ASSET MANAGEMENT INC | −6,435 | 10,027 | |
| Mid Kestra Investment Management, LLC | −6,435 | 7,754 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small Portfolio Strategies, Inc. | 7,115 | $229,601 | |
| Mega BANK OF MONTREAL /CAN/ | 3,300 | $106,491 | |
| Mega UBS Group AG | 311 | $10,035 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega FMR LLC | 42,238 | $1,271,321 | |
| Mid INDEPENDENT FINANCIAL GROUP, LLC | 21,852 | $657,723 | |
| Large Cambridge Investment Research Advisors, Inc. | 14,938 | $449,618 | |
| Mega ROYAL BANK OF CANADA | 14,680 | $441,853 | |
| Mid RFG Advisory, LLC | 13,234 | $398,330 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small Global Trust Asset Management, LLC | $1,192,860 | 36.36% | 36,965 | Shares | 2026-08-03 | |
| Mega RAYMOND JAMES FINANCIAL INC | $673,797 | 20.54% | 20,880 | Shares | 2026-08-14 | |
| Mid OLD MISSION CAPITAL LLC | $474,498 | 14.46% | 14,704 | Shares | 2026-08-14 | |
| Mega ENVESTNET ASSET MANAGEMENT INC | $323,571 | 9.86% | 10,027 | Shares | 2026-08-03 | |
| Mid Kestra Investment Management, LLC | $250,221 | 7.63% | 7,754 | Shares | 2026-08-05 | |
| Small Portfolio Strategies, Inc. | $229,601 | 7.00% | 7,115 | Shares | 2026-08-10 | |
| Mega BANK OF MONTREAL /CAN/ Bank | $106,491 | 3.25% | 3,300 | Shares | 2026-08-12 | |
| Large OSAIC HOLDINGS, INC. | $19,587 | 0.60% | 607 | Shares | 2026-08-14 | |
| Mega UBS Group AG | $10,035 | 0.31% | 311 | Shares | 2026-08-13 |