FLTB · Fidelity Limited Term Bond ETF ETF

Alerts for FLTB

$49.87 +0.03 (+0.06%) 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.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 1

Total Value: $1,267,537

Total Shares: 25,285

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 1 13F filers · Δ vs Mar 31, 2026

Top Holder

100.0%

+80.9 pts

Top 5

100.0%

+47.3 pts

Top 10

100.0%

+28.9 pts

HHI

10,000

Highly concentrated+9,239

Quarterly Activity

vs Mar 31, 2026

New

1

Increased

0

Decreased

0

Sold Out

79

Unchanged

0

Holder count: -78

Institutional value: -99.4%

Shares held: -99.4%

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)	Open
Mega CITADEL ADVISORS LLC	25,285	$1,267,537

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)	Open
Mega BANK OF AMERICA CORP /DE/	843,161	$42,385,703
Mega UBS Group AG	451,309	$22,687,303
Mega ENVESTNET ASSET MANAGEMENT INC	373,722	$18,787,004
Mega MORGAN STANLEY	332,732	$16,726,437
Large COMMONWEALTH EQUITY SERVICES, LLC	328,373	$16,507,310

Filter: New 1 Increased 0 Reduced 0 Sold out 79 Unchanged 0

Showing 1 of 1

All Common Calls Puts

Compact Export CSV

CITADEL ADVISORS LLC FLTB

$1,267,537

100.00%

25,285

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	25,285	$1,267,537	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	544,208	$27,357,336	64.5%	Defined
MANAGED ACCOUNT ADVISORS LLC	298,953	$15,028,367	35.5%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	451,309	$22,687,303	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO. LLC	126	$6,334	0.0%	Defined
MORGAN STANLEY SMITH BARNEY LLC	332,606	$16,720,103	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	124,656	$6,266,457	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	79,418	$3,992,342	98.8%	Defined
Osaic Advisory Services, LLC	940	$47,253	1.2%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	53,679	$2,698,443	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	53,581	$2,693,516	100.0%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EQUITABLE ADVISORS, LLC	31,404	$1,578,679	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
55I, LLC	24,432	$1,228,196	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
INVESTMENT PLANNERS, INC.	23,856	$1,199,241	100.0%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	1,110	$55,799	8.1%	Defined
Raymond James Financial Services Advisors, Inc.	12,661	$636,468	91.9%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STRATEGIC ADVISERS LLC	6,149	$309,110	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BENJAMIN F. EDWARDS & COMPANY, INC.	5,118	$257,281	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	4,485	$225,460	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER & CO. LLC	327	$16,438	14.2%	Defined
ROCKEFELLER TRUST COMPANY, N.A.	349	$17,544	15.1%	Defined
Rockefeller Trust Co (Delaware)	135	$6,786	5.8%	Defined
ROCKEFELLER FINANCIAL LLC	1,499	$75,354	64.9%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	2,000	$100,540	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Wealth Management LLC	202	$10,154	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO CLEARING SERVICES, LLC	11	$552	100.0%	Defined