Who Owns FIDELITY LIMITED TERM BOND ETF (FLTB)?Hedge Fund & Institutional Holders

$50.41-0.01 (-0.01%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.6000000232160004e+279T

% of Float Held

—

QoQ Change in Holders

+10 / -5

Price History

$49.52$49.90$50.28$50.66$51.04Sep 24Jun 25Mar 26

FLTB — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+556K+$34.0B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+342K+$17.0B
Holos Integrated Wealth LLCNew Position+147K+$7.5B
ROYAL BANK OF CANADAIncreased+107K+$4.8B
Grey Ledge Advisors, LLCNew Position+36K+$1.8B
B. Riley Wealth Advisors, Inc.New Position+35K+$1.7B
Elevation Capital Advisory, LLCNew Position+26K+$1.3B
JONES FINANCIAL COMPANIES LLLPNew Position+38K+$1.0B
Lakeridge Wealth Management LLCNew Position+19K+$958.0M
NORRIS PERNE & FRENCH LLP/MINew Position+15K+$764.0M
McGlone Suttner Wealth Management, Inc.New Position+10K+$500.0M
Sigma Planning CorpNew Position+9K+$460.0M
Equitable Holdings, Inc.Increased+8K+$332.4M
Regal Investment Advisors LLCIncreased+3K+$174.2M
Salus Financial Advisors, LLCIncreased+3K+$151.3M

FLTB — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
UBS Group AGDecreased-135K-$6.8B
Vestmark Advisory Solutions, Inc.Decreased-32K-$2.9B
Algorithmic Investment Models, LLCClosed Position-51K-$2.6B
Focus Partners WealthDecreased-376-$944.5M
Dynamic Advisor Solutions LLCClosed Position-14K-$727.2M
WNY Asset Management, LLCClosed Position-11K-$544.7M
OSAIC HOLDINGS, INC.Decreased-3K-$496.9M
STIFEL FINANCIAL CORPDecreased-4K-$443.5M
ISLAY CAPITAL MANAGEMENT, LLCDecreased-5K-$247.6M
CITADEL ADVISORS LLCClosed Position-5K-$246.2M
ASSETMARK, INCDecreased-4K-$215.3M
Dentgroup LLCDecreased-2K-$88.6M
United Advisor Group, LLCDecreased-1K-$71.5M
Centurion Wealth Management LLCDecreased-509-$26.2M
Advisory Services Network, LLCClosed Position-208-$10.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/516,329$26.0B1.89%Share
2UBS Group AG458,286$23.2B3.76%Share
3COMMONWEALTH EQUITY SERVICES, LLC342,417$17.0B22.66%Share
4BANK OF AMERICA CORP /DE/172,570$8.0B0.58%Share
5Holos Integrated Wealth LLC147,397$7.5B4.40%Share
6OSAIC HOLDINGS, INC.103,068$5.0B7.31%Share
7ROYAL BANK OF CANADA110,215$5.0B0.81%Share
8Regal Investment Advisors LLC84,404$4.3B0.26%Share
9Salus Financial Advisors, LLC66,102$3.3B2.01%Share
10ASSETMARK, INC53,429$2.7B5.52%Share
11Grey Ledge Advisors, LLC36,066$1.8B0.41%Share
12B. Riley Wealth Advisors, Inc.34,530$1.7B0.08%Share
13ISLAY CAPITAL MANAGEMENT, LLC29,532$1.5B0.88%Share
14Elevation Capital Advisory, LLC25,659$1.3B0.53%Share
15Koshinski Asset Management, Inc.24,679$1.3B0.08%Share
16Equitable Holdings, Inc.20,709$1.0B6.84%Share
17JONES FINANCIAL COMPANIES LLLP38,039$1.0B0.61%Share
18Great Lakes Retirement, Inc.30,314$1.0B0.10%Share
19Centurion Wealth Management LLC19,589$992.0M0.22%Share
20Lakeridge Wealth Management LLC18,915$958.0M0.44%Share
21Advisor OS, LLC17,134$868.0M0.07%Share
22NORRIS PERNE & FRENCH LLP/MI15,086$764.0M0.05%Share
23McGlone Suttner Wealth Management, Inc.9,889$500.0M0.07%Share
24Rehmann Capital Advisory Group9,352$473.0M0.02%Share
25Sigma Planning Corp9,075$460.0M0.01%Share
26Dentgroup LLC9,037$457.0M0.31%Share
27United Advisor Group, LLC8,470$430.0M0.05%Share
28FLAGSHIP HARBOR ADVISORS, LLC2,260$114.0M0.01%Share
29COMERICA BANK2,000$101.0M0.40%Share
30AdvisorNet Financial, Inc1,756$88.0M0.00%Share
31Farther Finance Advisors, LLC1,752$88.0M0.94%Share
32Roxbury Financial LLC1,577$79.0M0.07%Share
33Glass Jacobson Investment Advisors llc1,143$57.0M0.02%Share
34Sunbelt Securities, Inc.961$48.0M0.00%Share
35Investment Research & Advisory Group, Inc.811$41.0M0.01%Share
36Spire Wealth Management694$35.0M0.00%Share
37MORGAN STANLEY299,114$15.0M0.00%Share
38ENVESTNET ASSET MANAGEMENT INC311,111$15.0M0.00%Share
39LPL Financial LLC288,480$14.0M0.00%Share
40Cambridge Investment Research Advisors, Inc.138,852$7.0M0.02%Share
41Kestra Advisory Services, LLC113,220$5.0M0.02%Share
42Abound Wealth Management100$5.0M0.00%Share
43Global Retirement Partners, LLC87,965$4.0M0.07%Share
44Cetera Investment Advisers43,420$2.0M0.00%Share
45KESTRA PRIVATE WEALTH SERVICES, LLC39,447$2.0M0.02%Share
46Vestmark Advisory Solutions, Inc.25,915$1.3M0.02%Share
47Savant Capital, LLC34,660$1.0M0.01%Share
48MML INVESTORS SERVICES, LLC34,215$1.0M0.00%Share
49JANE STREET GROUP, LLC27,475$1.0M0.00%Share
50Focus Partners Advisor Solutions, LLC23,085$1.0M0.01%Share

FLTB Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202578$119.3B+28
Q3 202550$80.4B-17
Q2 202567$119.4B+3
Q1 202564$116.2B+7
Q4 202457$3.6T+14
Q3 202443$16.2T-2
Q2 202445$17.6T+5
Q1 202440$14.4T—

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As of Q4 2025, 50 institutional investors hold FLTB (FIDELITY LIMITED TERM BOND ETF). The largest holder is BANK OF AMERICA CORP /DE/ with $26.0B in shares. This quarter, 10 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own FLTB?

As of Q4 2025, 50 institutional investors report holding FLTB (FIDELITY LIMITED TERM BOND ETF) in their 13F filings.

Who is the largest institutional holder of FLTB?

The largest institutional holder of FLTB is BANK OF AMERICA CORP /DE/ with $26.0B in shares.

Is institutional ownership of FLTB increasing or decreasing?

This quarter, 10 institutions opened new positions in FLTB and 5 closed their positions.