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Equibles

FBUF · Fidelity Dynamic Buffered Equity ETF · Holdings ETF

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$33.55 +0.14 (+0.42%) At close · Oct 2
Volume · Oct 2 3449 Avg daily vol (3M) 6615

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 →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
Holders: 14
Total Value: $4,951,212
Total Shares: 153,431

Institutional Ownership Trend

9 quarters

Holder Concentration

Across 14 13F filers · Δ vs Mar 31, 2026
Top Holder
24.1%
Jun 2024 → Jun 2026 · range 21.2% – 96.4%
+2.9 pts
Top 5
66.6%
Jun 2024 → Jun 2026 · range 59.8% – 100.0%
+6.7 pts
Top 10
97.2%
Jun 2024 → Jun 2026 · range 95.8% – 100.0%
+1.4 pts
HHI
1,250
Jun 2024 → Jun 2026 · range 1,105 – 9,302
Broadly held+145

Quarterly Activity

vs Mar 31, 2026
New
4
Increased
7
Decreased
2
Sold Out
3
Unchanged
1
Holder count: +1
Institutional value: -17.3%
Shares held: -22.8%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Global Trust Asset Management, LLC +15,992 36,965
RAYMOND JAMES FINANCIAL INC +3,398 20,880
RFG Advisory, LLC +1,382 14,616
OSAIC HOLDINGS, INC. +403 607
OLD MISSION CAPITAL LLC +208 14,704

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Kestra Investment Management, LLC −6,435 7,754
ENVESTNET ASSET MANAGEMENT INC −6,435 10,027

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
COMMONWEALTH EQUITY SERVICES, LLC 14,049 $453,361
Portfolio Strategies, Inc. 7,115 $229,601
BANK OF MONTREAL /CAN/ 3,300 $106,491
UBS Group AG 311 $10,035

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
FMR LLC 42,238 $1,271,321
INDEPENDENT FINANCIAL GROUP, LLC 21,852 $657,723
ROYAL BANK OF CANADA 14,680 $441,853
Filter: New 4 Increased 7 Reduced 2 Sold out 3 Unchanged 1
Showing 14 of 14
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Global Trust Asset Management, LLC $1,192,860 24.09% 36,965
RAYMOND JAMES FINANCIAL INC $673,797 13.61% 20,880
Cambridge Investment Research Advisors, Inc. $483,081 9.76% 14,970
OLD MISSION CAPITAL LLC $474,498 9.58% 14,704
RFG Advisory, LLC $471,658 9.53% 14,616
COMMONWEALTH EQUITY SERVICES, LLC $453,361 9.16% 14,049
ENVESTNET ASSET MANAGEMENT INC $323,571 6.54% 10,027
Kestra Advisory Services, LLC $262,322 5.30% 8,129
Kestra Investment Management, LLC $250,221 5.05% 7,754
Portfolio Strategies, Inc. $229,601 4.64% 7,115
BANK OF MONTREAL /CAN/ $106,491 2.15% 3,300
OSAIC HOLDINGS, INC. $19,587 0.40% 607
UBS Group AG $10,035 0.20% 311
DHJJ Financial Advisors, Ltd. $129 0.00% 4