Fidelity LTD TRM BND ETF (FLTB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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LPL Financial LLC

INCREASED

Shares445,428 from 219,258

Change+226,170 (+103%)

Value$21.8M (+$10.8M)

Filed 2026-11-06

Commonwealth Equity Services, LLC

DECREASED

Shares360,898 from 367,410

Change-6,512 (-2%)

Value$17.7M (-$741.5K)

Filed 2026-11-02

Holos Integrated Wealth LLC

INCREASED

Shares207,668 from 198,581

Change+9,087 (+5%)

Value$10.2M (+$280.6K)

Filed 2026-10-23

Kestra Advisory Services, LLC

INCREASED

Shares155,818 from 106,845

Change+48,973 (+46%)

Value$7.6M (+$2.3M)

Filed 2026-11-02

Savant Capital, LLC

INCREASED

Shares104,101 from 66,480

Change+37,621 (+57%)

Value$5.1M (+$1.8M)

Filed 2026-11-06

Salus Financial Advisors, LLC

INCREASED

Shares84,040 from 79,432

Change+4,608 (+6%)

Value$4.1M (+$134.3K)

Filed 2026-10-20

Clearwave Capital, LLC

INCREASED

Shares80,934 from 32,240

Change+48,694 (+151%)

Value$4.0M (+$2.3M)

Filed 2026-10-27

Merkkuri Wealth Advisors LLC

INCREASED

Shares63,977 from 60,605

Change+3,372 (+6%)

Value$3.1M (+$95.5K)

Filed 2026-11-03

Kestra Private Wealth Services, LLC

INCREASED

Shares53,667 from 53,614

Change+53 (+0%)

Value$2.6M (-$59.1K)

Filed 2026-11-06

Islay Capital Management, LLC

INCREASED

Shares53,665 from 38,753

Change+14,912 (+38%)

Value$2.6M (+$685.8K)

Filed 2026-10-20

B. Riley Wealth Advisors, Inc.

INCREASED

Shares48,698 from 42,931

Change+5,767 (+13%)

Value$2.4M (+$231.4K)

Filed 2026-10-13

Koshinski Asset Management, Inc.

INCREASED

Shares47,888 from 43,768

Change+4,120 (+9%)

Value$2.3M (+$151.5K)

Filed 2026-10-29

Grey Ledge Advisors, LLC

DECREASED

Shares37,195 from 37,731

Change-536 (-1%)

Value$1.8M (-$69.6K)

Filed 2026-11-02

Advisor OS, LLC

DECREASED

Shares36,454 from 41,362

Change-4,908 (-12%)

Value$1.8M (-$287.9K)

Filed 2026-11-03

Great Lakes Retirement, Inc.

DECREASED

Shares34,456 from 34,745

Change-289 (-1%)

Value$1.7M (-$54.6K)

Filed 2026-10-26

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares27,295 from 80,246

Change-52,951 (-66%)

Value$1.3M (-$2.7M)

Filed 2026-11-02

Farther Finance Advisors, LLC

INCREASED

Shares20,341 from 16,913

Change+3,428 (+20%)

Value$996.3K (+$148.5K)

Filed 2026-10-08

Hoxton Planning & Management, LLC

INCREASED

Shares19,664 from 16,260

Change+3,404 (+21%)

Value$963.1K (+$148.0K)

Filed 2026-10-15

Norris Perne & French LLP

INCREASED

Shares18,992 from 16,978

Change+2,014 (+12%)

Value$930.2K (+$79.1K)

Filed 2026-10-23

Wealth Enhancement Advisory Services, LLC

DECREASED

Shares18,395 from 23,660

Change-5,265 (-22%)

Value$905.8K (-$278.9K)

Filed 2026-10-13

Centurion Wealth Management LLC

INCREASED

Shares17,985 from 17,956

Change+29 (+0%)

Value$880.9K (-$19.2K)

Filed 2026-10-13

BG Investment Services, LLC

INCREASED

Shares14,336 from 10,769

Change+3,567 (+33%)

Value$702.2K (+$162.3K)

Filed 2026-10-23

Soltis Investment Advisors LLC

UNCHANGED

Shares12,256 from 12,256

Change0 (0%)

Value$600.3K (-$14.1K)

Filed 2026-10-28

United Advisor Group, LLC

INCREASED

Shares9,270 from 9,237

Change+33 (+0%)

Value$455.7K (-$9.1K)

Filed 2026-11-03

McGlone Suttner Wealth Management, Inc.

DECREASED

Shares8,989 from 9,719

Change-730 (-8%)

Value$440.3K (-$46.9K)

Filed 2026-10-13

PNC Financial Services Group, Inc.

INCREASED

Shares8,142 from 7,143

Change+999 (+14%)

Value$398.8K (+$40.7K)

Filed 2026-11-06

Opus Financial Solutions LLC

UNCHANGED

Shares6,807 from 6,807

Change0 (0%)

Value$333.4K (-$7.8K)

Filed 2026-11-06

Southern Capital Advisors, LLC

INCREASED

Shares6,021 from 4,213

Change+1,808 (+43%)

Value$294.9K (+$83.7K)

Filed 2026-10-26

Merit Financial Group, LLC

DECREASED

Shares5,537 from 5,705

Change-168 (-3%)

Value$271.2K (-$14.8K)

Filed 2026-11-06

Copper Harbor Investment Advisors, LLC

INCREASED

Shares5,251 from 4,884

Change+367 (+8%)

Value$257.2K (+$12.3K)

Filed 2026-10-16

Clearstead Trust, LLC

UNCHANGED

Shares4,650 from 4,650

Change0 (0%)

Value$227.8K (-$5.3K)

Filed 2026-11-06

IFP Advisors, Inc

INCREASED

Shares2,651 from 2,638

Change+13 (+0%)

Value$129.8K (-$2.4K)

Filed 2026-10-16

Roxbury Financial LLC

INCREASED

Shares2,143 from 2,119

Change+24 (+1%)

Value$105.0K (-$1.3K)

Filed 2026-10-01

Fifth Third Bancorp

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$98.0K (-$2.3K)

Filed 2026-11-05

Glass Jacobson Investment Advisors llc

INCREASED

Shares1,147 from 1,146

Change+1 (+0%)

Value$56.2K (-$1.2K)

Filed 2026-10-26

Spire Wealth Management

INCREASED

Shares999 from 943

Change+56 (+6%)

Value$48.9K (+$1.7K)

Filed 2026-10-30

Allworth Financial LP

UNCHANGED

Shares487 from 487

Change0 (0%)

Value$24.4K ($0)

Filed 2026-11-06

Reicon Wealth Advisors, LLC

NEW

Shares270

Change+270

Value$13.2K

Filed 2026-11-04

Burk Holdings LLC

UNCHANGED

Shares172 from 172

Change0 (0%)

Value$8.4K (-$176)

Filed 2026-11-05

Assetmark, Inc

DECREASED

Shares115 from 892

Change-777 (-87%)

Value$5.6K (-$39.1K)

Filed 2026-10-21

Abound Wealth Management

INCREASED

Shares103 from 102

Change+1 (+1%)

Value$5.1K (-$60)

Filed 2026-10-26

Wilmington Savings Fund Society, FSB

UNCHANGED

Shares55 from 55

Change0 (0%)

Value$2.7K (-$63)

Filed 2026-10-23

Primoris Wealth Advisors, LLC

CLOSED

Shares0 from 11,000

Change-11,000 (-100%)

Value$0 (-$551.4K)

Filed 2026-10-28

Indivisible Partners

CLOSED

Shares0 from 7,011

Change-7,011 (-100%)

Value$0 (-$351.5K)

Filed 2026-10-26

AdvisorNet Financial, Inc

CLOSED

Shares0 from 1,896

Change-1,896 (-100%)

Value$0 (-$95.0K)

Filed 2026-10-15

Investment Research & Advisory Group, Inc.

CLOSED

Shares0 from 811

Change-811 (-100%)

Value$0 (-$40.7K)

Filed 2026-10-19

Bank of America Corp

N/A

Shares— from 923,052

Change-923,052 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 446,264

Change-446,264 (-100%)

Value—

UBS Group AG

N/A

Shares— from 430,243

Change-430,243 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 332,980

Change-332,980 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 163,458

Change-163,458 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 129,638

Change-129,638 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 114,487

Change-114,487 (-100%)

Value—

Regal Investment Advisors LLC

N/A

Shares— from 94,389

Change-94,389 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 81,803

Change-81,803 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 75,274

Change-75,274 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 64,186

Change-64,186 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 55,133

Change-55,133 (-100%)

Value—

Fidelis Wealth Advisors LLC

N/A

Shares— from 49,910

Change-49,910 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 45,572

Change-45,572 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 36,491

Change-36,491 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 29,800

Change-29,800 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 29,684

Change-29,684 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 28,507

Change-28,507 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 25,304

Change-25,304 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 25,285

Change-25,285 (-100%)

Value—

Focus Partners Advisor Solutions, LLC

N/A

Shares— from 22,959

Change-22,959 (-100%)

Value—

Lakeridge Wealth Management LLC

N/A

Shares— from 21,293

Change-21,293 (-100%)

Value—

Vestmark Advisory Solutions, Inc.

N/A

Shares— from 17,152

Change-17,152 (-100%)

Value—

Resolute Capital, LLC

N/A

Shares— from 16,576

Change-16,576 (-100%)

Value—

Core Wealth Advisors, Inc.

N/A

Shares— from 13,254

Change-13,254 (-100%)

Value—

49 Wealth Management, LLC

N/A

Shares— from 12,331

Change-12,331 (-100%)

Value—

Alongside, LLC

N/A

Shares— from 12,331

Change-12,331 (-100%)

Value—

Cahill Financial Advisors Inc

N/A

Shares— from 11,181

Change-11,181 (-100%)

Value—

Rehmann Capital Advisory Group

N/A

Shares— from 10,622

Change-10,622 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 10,179

Change-10,179 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 6,500

Change-6,500 (-100%)

Value—

Cofg Advisors, LLC

N/A

Shares— from 5,712

Change-5,712 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 5,568

Change-5,568 (-100%)

Value—

FMR LLC

N/A

Shares— from 4,764

Change-4,764 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 3,044

Change-3,044 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 2,630

Change-2,630 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 1,110

Change-1,110 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 606

Change-606 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 367

Change-367 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 160

Change-160 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 11

Change-11 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 10

Change-10 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	445,428	219,258	+226,170	+103%	$11.0M	$21.8M	+$10.8M	2026-11-06
Commonwealth Equity Services, LLC	DECREASED	360,898	367,410	-6,512	-2%	$18.4M	$17.7M	-$741.5K	2026-11-02
Holos Integrated Wealth LLC	INCREASED	207,668	198,581	+9,087	+5%	$9.9M	$10.2M	+$280.6K	2026-10-23
Kestra Advisory Services, LLC	INCREASED	155,818	106,845	+48,973	+46%	$5.4M	$7.6M	+$2.3M	2026-11-02
Savant Capital, LLC	INCREASED	104,101	66,480	+37,621	+57%	$3.3M	$5.1M	+$1.8M	2026-11-06
Salus Financial Advisors, LLC	INCREASED	84,040	79,432	+4,608	+6%	$4.0M	$4.1M	+$134.3K	2026-10-20
Clearwave Capital, LLC	INCREASED	80,934	32,240	+48,694	+151%	$1.6M	$4.0M	+$2.3M	2026-10-27
Merkkuri Wealth Advisors LLC	INCREASED	63,977	60,605	+3,372	+6%	$3.0M	$3.1M	+$95.5K	2026-11-03
Kestra Private Wealth Services, LLC	INCREASED	53,667	53,614	+53	+0%	$2.7M	$2.6M	-$59.1K	2026-11-06
Islay Capital Management, LLC	INCREASED	53,665	38,753	+14,912	+38%	$1.9M	$2.6M	+$685.8K	2026-10-20
B. Riley Wealth Advisors, Inc.	INCREASED	48,698	42,931	+5,767	+13%	$2.2M	$2.4M	+$231.4K	2026-10-13
Koshinski Asset Management, Inc.	INCREASED	47,888	43,768	+4,120	+9%	$2.2M	$2.3M	+$151.5K	2026-10-29
Grey Ledge Advisors, LLC	DECREASED	37,195	37,731	-536	-1%	$1.9M	$1.8M	-$69.6K	2026-11-02
Advisor OS, LLC	DECREASED	36,454	41,362	-4,908	-12%	$2.1M	$1.8M	-$287.9K	2026-11-03
Great Lakes Retirement, Inc.	DECREASED	34,456	34,745	-289	-1%	$1.7M	$1.7M	-$54.6K	2026-10-26
Cambridge Investment Research Advisors, Inc.	DECREASED	27,295	80,246	-52,951	-66%	$4.0M	$1.3M	-$2.7M	2026-11-02
Farther Finance Advisors, LLC	INCREASED	20,341	16,913	+3,428	+20%	$847.9K	$996.3K	+$148.5K	2026-10-08
Hoxton Planning & Management, LLC	INCREASED	19,664	16,260	+3,404	+21%	$815.1K	$963.1K	+$148.0K	2026-10-15
Norris Perne & French LLP	INCREASED	18,992	16,978	+2,014	+12%	$851.1K	$930.2K	+$79.1K	2026-10-23
Wealth Enhancement Advisory Services, LLC	DECREASED	18,395	23,660	-5,265	-22%	$1.2M	$905.8K	-$278.9K	2026-10-13
Centurion Wealth Management LLC	INCREASED	17,985	17,956	+29	+0%	$900.2K	$880.9K	-$19.2K	2026-10-13
BG Investment Services, LLC	INCREASED	14,336	10,769	+3,567	+33%	$539.8K	$702.2K	+$162.3K	2026-10-23
Soltis Investment Advisors LLC	UNCHANGED	12,256	12,256	0	0%	$614.4K	$600.3K	-$14.1K	2026-10-28
United Advisor Group, LLC	INCREASED	9,270	9,237	+33	+0%	$464.8K	$455.7K	-$9.1K	2026-11-03
McGlone Suttner Wealth Management, Inc.	DECREASED	8,989	9,719	-730	-8%	$487.2K	$440.3K	-$46.9K	2026-10-13
PNC Financial Services Group, Inc.	INCREASED	8,142	7,143	+999	+14%	$358.1K	$398.8K	+$40.7K	2026-11-06
Opus Financial Solutions LLC	UNCHANGED	6,807	6,807	0	0%	$341.2K	$333.4K	-$7.8K	2026-11-06
Southern Capital Advisors, LLC	INCREASED	6,021	4,213	+1,808	+43%	$211.2K	$294.9K	+$83.7K	2026-10-26
Merit Financial Group, LLC	DECREASED	5,537	5,705	-168	-3%	$286.0K	$271.2K	-$14.8K	2026-11-06
Copper Harbor Investment Advisors, LLC	INCREASED	5,251	4,884	+367	+8%	$244.8K	$257.2K	+$12.3K	2026-10-16
Clearstead Trust, LLC	UNCHANGED	4,650	4,650	0	0%	$233.1K	$227.8K	-$5.3K	2026-11-06
IFP Advisors, Inc	INCREASED	2,651	2,638	+13	+0%	$132.2K	$129.8K	-$2.4K	2026-10-16
Roxbury Financial LLC	INCREASED	2,143	2,119	+24	+1%	$106.2K	$105.0K	-$1.3K	2026-10-01
Fifth Third Bancorp	UNCHANGED	2,000	2,000	0	0%	$100.3K	$98.0K	-$2.3K	2026-11-05
Glass Jacobson Investment Advisors llc	INCREASED	1,147	1,146	+1	+0%	$57.4K	$56.2K	-$1.2K	2026-10-26
Spire Wealth Management	INCREASED	999	943	+56	+6%	$47.3K	$48.9K	+$1.7K	2026-10-30
Allworth Financial LP	UNCHANGED	487	487	0	0%	$24.4K	$24.4K	$0	2026-11-06
Reicon Wealth Advisors, LLC	NEW	270	—	+270	—	—	$13.2K	—	2026-11-04
Burk Holdings LLC	UNCHANGED	172	172	0	0%	$8.6K	$8.4K	-$176	2026-11-05
Assetmark, Inc	DECREASED	115	892	-777	-87%	$44.7K	$5.6K	-$39.1K	2026-10-21
Abound Wealth Management	INCREASED	103	102	+1	+1%	$5.1K	$5.1K	-$60	2026-10-26
Wilmington Savings Fund Society, FSB	UNCHANGED	55	55	0	0%	$2.8K	$2.7K	-$63	2026-10-23
Primoris Wealth Advisors, LLC	CLOSED	0	11,000	-11,000	-100%	$551.4K	$0	-$551.4K	2026-10-28
Indivisible Partners	CLOSED	0	7,011	-7,011	-100%	$351.5K	$0	-$351.5K	2026-10-26
AdvisorNet Financial, Inc	CLOSED	0	1,896	-1,896	-100%	$95.0K	$0	-$95.0K	2026-10-15
Investment Research & Advisory Group, Inc.	CLOSED	0	811	-811	-100%	$40.7K	$0	-$40.7K	2026-10-19
Bank of America Corp	N/A	—	923,052	-923,052	-100%	$46.3M	—	—	—
Envestnet Asset Management Inc	N/A	—	446,264	-446,264	-100%	$22.4M	—	—	—
UBS Group AG	N/A	—	430,243	-430,243	-100%	$21.6M	—	—	—
Morgan Stanley	N/A	—	332,980	-332,980	-100%	$16.7M	—	—	—
Osaic Holdings, Inc.	N/A	—	163,458	-163,458	-100%	$8.2M	—	—	—
Royal Bank of Canada	N/A	—	129,638	-129,638	-100%	$6.5M	—	—	—
Raymond James Financial Inc	N/A	—	114,487	-114,487	-100%	$5.7M	—	—	—
Regal Investment Advisors LLC	N/A	—	94,389	-94,389	-100%	$4.7M	—	—	—
Sanctuary Advisors, LLC	N/A	—	81,803	-81,803	-100%	$4.1M	—	—	—
Jones Financial Companies Lllp	N/A	—	75,274	-75,274	-100%	$3.8M	—	—	—
Cetera Investment Advisers	N/A	—	64,186	-64,186	-100%	$3.2M	—	—	—
Old Mission Capital LLC	N/A	—	55,133	-55,133	-100%	$2.8M	—	—	—
Fidelis Wealth Advisors LLC	N/A	—	49,910	-49,910	-100%	$2.5M	—	—	—
Focus Partners Wealth	N/A	—	45,572	-45,572	-100%	$2.3M	—	—	—
MML Investors Services, LLC	N/A	—	36,491	-36,491	-100%	$1.8M	—	—	—
Waverly Advisors, LLC	N/A	—	29,800	-29,800	-100%	$1.5M	—	—	—
Goldman Sachs Group Inc	N/A	—	29,684	-29,684	-100%	$1.5M	—	—	—
Equitable Holdings, Inc.	N/A	—	28,507	-28,507	-100%	$1.4M	—	—	—
JPMorgan Chase & Co	N/A	—	25,304	-25,304	-100%	$1.3M	—	—	—
Citadel Advisors LLC	N/A	—	25,285	-25,285	-100%	$1.3M	—	—	—
Focus Partners Advisor Solutions, LLC	N/A	—	22,959	-22,959	-100%	$1.2M	—	—	—
Lakeridge Wealth Management LLC	N/A	—	21,293	-21,293	-100%	$1.1M	—	—	—
Vestmark Advisory Solutions, Inc.	N/A	—	17,152	-17,152	-100%	$859.8K	—	—	—
Resolute Capital, LLC	N/A	—	16,576	-16,576	-100%	$831.0K	—	—	—
Core Wealth Advisors, Inc.	N/A	—	13,254	-13,254	-100%	$664.4K	—	—	—
49 Wealth Management, LLC	N/A	—	12,331	-12,331	-100%	$618.2K	—	—	—
Alongside, LLC	N/A	—	12,331	-12,331	-100%	$618.2K	—	—	—
Cahill Financial Advisors Inc	N/A	—	11,181	-11,181	-100%	$560.5K	—	—	—
Rehmann Capital Advisory Group	N/A	—	10,622	-10,622	-100%	$532.5K	—	—	—
Natixis Advisors, LLC	N/A	—	10,179	-10,179	-100%	$510.0K	—	—	—
Mercer Global Advisors Inc	N/A	—	6,500	-6,500	-100%	$325.8K	—	—	—
Cofg Advisors, LLC	N/A	—	5,712	-5,712	-100%	$286.3K	—	—	—
HighTower Advisors, LLC	N/A	—	5,568	-5,568	-100%	$279.1K	—	—	—
FMR LLC	N/A	—	4,764	-4,764	-100%	$238.8K	—	—	—
BFC Planning, Inc.	N/A	—	3,044	-3,044	-100%	$152.6K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	2,630	-2,630	-100%	$131.9K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	1,110	-1,110	-100%	$55.6K	—	—	—
Geneos Wealth Management Inc.	N/A	—	1,000	-1,000	-100%	$50.1K	—	—	—
Global Retirement Partners, LLC	N/A	—	606	-606	-100%	$30.4K	—	—	—
AE Wealth Management LLC	N/A	—	367	-367	-100%	$18.4K	—	—	—
Harbour Investments, Inc.	N/A	—	160	-160	-100%	$8.0K	—	—	—
Wells Fargo & Company	N/A	—	11	-11	-100%	$550	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	10	-10	-100%	$501	—	—	—

Showing 89 of 89 institutions