FBUF · Fidelity Dynamic Buffered Equity ETF

$33.58 -0.01 (-0.02%) At close · Aug 14

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.

Quarter:

Holders: 5

Total Value: $1,284,408

Total Shares: 39,802

Institutional Ownership Trend

9 quarters

Holder Concentration

Across 5 13F filers · Δ vs Mar 31, 2026

Top Holder

52.5%

+31.2 pts

Top 5

100.0%

+40.2 pts

Top 10

100.0%

+4.2 pts

HHI

4,188

Highly concentrated+3,084

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -8

Institutional value: -78.5%

Shares held: -80.0%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
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

No qualifying movers this quarter.

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)	Open
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)
Mega FMR LLC	42,238	$1,271,321
Mid INDEPENDENT FINANCIAL GROUP, LLC	21,852	$657,723
Small Global Trust Asset Management, LLC	20,973	$631,266
Mega ENVESTNET ASSET MANAGEMENT INC	16,462	$495,489
Large Cambridge Investment Research Advisors, Inc.	14,938	$449,618

Filter: New 2 Increased 3 Reduced 0 Sold out 10 Unchanged 0

Showing 5 of 5

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

RAYMOND JAMES FINANCIAL INC

$673,797

52.46%

20,880

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

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	4	$129	0.0%	Defined
Raymond James Financial Services Advisors, Inc.	20,876	$673,668	100.0%	Defined

OLD MISSION CAPITAL LLC

$474,498

36.94%

14,704

BANK OF MONTREAL /CAN/

$106,491

8.29%

3,300

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

Manager	Shares	Value (USD)	% of position	Discretion
BMO NESBITT BURNS SECURITIES LTD.	3,300	$106,491	100.0%	Defined

OSAIC HOLDINGS, INC.

$19,587

1.52%

607

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

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	607	$19,587	100.0%	Defined

UBS Group AG

$10,035

0.78%

311

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

Manager	Shares	Value (USD)	% of position	Discretion
UBS Securities LLC	311	$10,035	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	42,238	$1,271,321	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	14,680	$441,853	100.0%	Defined

Key facts CIK 1898391 CUSIP 31624J737 13F (30d) 5 filings 5 filers