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Fidelity LTD TRM BND ETF (FLTB)

CUSIP: 316188200 | NYSE | 232 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Commonwealth Equity Services, LLC360,898
0.0% of portfolio›$17.7M
Holos Integrated Wealth LLC207,668
4.6% of portfolio›$10.2M
Kestra Advisory Services, LLC155,818
0.0% of portfolio›$7.6M
Salus Financial Advisors, LLC84,040
2.0% of portfolio›$4.1M
Clearwave Capital, LLC80,934
2.1% of portfolio›$4.0M
Merkkuri Wealth Advisors LLC63,977
1.9% of portfolio›$3.1M
Kestra Private Wealth Services, LLC53,667
0.0% of portfolio›$2.6M
Islay Capital Management, LLC53,665
1.2% of portfolio›$2.6M
B. Riley Wealth Advisors, Inc.48,698
0.1% of portfolio›$2.4M
Koshinski Asset Management, Inc.47,888
0.1% of portfolio›$2.3M
Grey Ledge Advisors, LLC37,195
0.4% of portfolio›$1.8M
Advisor OS, LLC36,454
0.1% of portfolio›$1.8M
Great Lakes Retirement, Inc.34,456
0.1% of portfolio›$1.7M
Cambridge Investment Research Advisors, Inc.27,295
0.0% of portfolio›$1.3M
Farther Finance Advisors, LLC20,341
0.0% of portfolio›$996.3K
Hoxton Planning & Management, LLC19,664
0.2% of portfolio›$963.1K
Norris Perne & French LLP18,992
0.0% of portfolio›$930.2K
Wealth Enhancement Advisory Services, LLC18,395
0.0% of portfolio›$905.8K
Centurion Wealth Management LLC17,985
0.2% of portfolio›$880.9K
BG Investment Services, LLC14,336
0.1% of portfolio›$702.2K
Soltis Investment Advisors LLC12,256
0.0% of portfolio›$600.3K
United Advisor Group, LLC9,270
0.0% of portfolio›$455.7K
McGlone Suttner Wealth Management, Inc.8,989
0.1% of portfolio›$440.3K
Southern Capital Advisors, LLC6,021
0.1% of portfolio›$294.9K
Copper Harbor Investment Advisors, LLC5,251
0.1% of portfolio›$257.2K
IFP Advisors, Inc2,651
0.0% of portfolio›$129.8K
Roxbury Financial LLC2,143
0.1% of portfolio›$105.0K
Fifth Third Bancorp2,000
0.0% of portfolio›$98.0K
Glass Jacobson Investment Advisors llc1,147
0.0% of portfolio›$56.2K
Spire Wealth Management999
0.0% of portfolio›$48.9K
Reicon Wealth Advisors, LLC270
0.0% of portfolio›$13.2K
Burk Holdings LLC172
0.0% of portfolio›$8.4K
Assetmark, Inc115
0.0% of portfolio›$5.6K
Abound Wealth Management103
0.0% of portfolio›$5.1K
Wilmington Savings Fund Society, FSB55
0.0% of portfolio›$2.7K
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
360,898$17.7M0.0%ETFLowWaltham, MA2026-11-02
Holos Integrated Wealth LLC
207,668$10.2M4.6%ETFLowKennett Square, PA2026-10-23
Kestra Advisory Services, LLC
155,818$7.6M0.0%CoreLowAustin, TX2026-11-02
Salus Financial Advisors, LLC
84,040$4.1M2.0%ETFVery LowColorado Springs, CO2026-10-20
Clearwave Capital, LLC
80,934$4.0M2.1%GrowthLowUpland, CA2026-10-27
Merkkuri Wealth Advisors LLC
63,977$3.1M1.9%ETFMediumHicksville, NY2026-11-03
Kestra Private Wealth Services, LLC
53,667$2.6M0.0%GrowthLowAustin, TX2026-10-30
Islay Capital Management, LLC
53,665$2.6M1.2%ETFMediumLubbock, TX2026-10-20
B. Riley Wealth Advisors, Inc.
48,698$2.4M0.1%GrowthLowMemphis, TN2026-10-13
Koshinski Asset Management, Inc.
47,888$2.3M0.1%ETFLowDecatur, IL2026-10-29
Grey Ledge Advisors, LLC
37,195$1.8M0.4%CoreLowGuilford, CT2026-11-02
Advisor OS, LLC
36,454$1.8M0.1%ETFMediumChicago, IL2026-11-03
Great Lakes Retirement, Inc.
34,456$1.7M0.1%GrowthLowSandusky, OH2026-10-26
Cambridge Investment Research Advisors, Inc.
27,295$1.3M0.0%ETFLowFairfield, IA2026-11-02
Farther Finance Advisors, LLC
20,341$996.3K0.0%IndexLowSan Francisco, CA2026-10-08
Hoxton Planning & Management, LLC
19,664$963.1K0.2%ETFLowShepherdstown, WV2026-10-15
Norris Perne & French LLP
18,992$930.2K0.0%GrowthLowGrand Rapids, MI2026-10-23
Wealth Enhancement Advisory Services, LLC
18,395$905.8K0.0%CoreLowPlymouth, MN2026-10-13
Centurion Wealth Management LLC
17,985$880.9K0.2%ETFMediumMclean, VA2026-10-13
BG Investment Services, LLC
14,336$702.2K0.1%GrowthVery LowHagatna, GU2026-10-23
Soltis Investment Advisors LLC
12,256$600.3K0.0%CoreMediumSt. George, UT2026-10-28
United Advisor Group, LLC
9,270$455.7K0.0%ETFLowCincinnati, OH2026-11-03
McGlone Suttner Wealth Management, Inc.
8,989$440.3K0.1%ETFVery LowAppleton, WI2026-10-13
Southern Capital Advisors, LLC
6,021$294.9K0.1%ETFLowJackson, TN2026-10-26
Copper Harbor Investment Advisors, LLC
5,251$257.2K0.1%ETFN/AAppleton, WI2026-10-16
IFP Advisors, Inc
2,651$129.8K0.0%GrowthLowTampa, FL2026-10-16
Roxbury Financial LLC
2,143$105.0K0.1%CoreVery LowMount Arlington, NJ2026-10-01
Fifth Third Bancorp
2,000$98.0K0.0%IndexVery LowCincinnati, OH2026-11-05
Glass Jacobson Investment Advisors llc
1,147$56.2K0.0%ETFLowOwings Mills, MD2026-10-26
Spire Wealth Management
999$48.9K0.0%GrowthMediumMclean, VA2026-10-30
Reicon Wealth Advisors, LLC
270$13.2K0.0%ETFLowAtlanta, GA2026-11-04
Burk Holdings LLC
172$8.4K0.0%ETFVery LowTulsa, OK2026-11-05
Assetmark, Inc
115$5.6K0.0%ETFLowConcord, CA2026-10-21
Abound Wealth Management
103$5.1K0.0%ETFVery LowFranklin, TN2026-10-26
Wilmington Savings Fund Society, FSB
55$2.7K0.0%CoreLowWilmington, DE2026-10-23