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Fidelity System Muni BND ETF (FMUN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
DECREASED
Shares55,042 from 85,228
Change-30,186 (-35%)
Value$2.6M (-$1.7M)
Filed 2026-11-02
LPL Financial LLC
DECREASED
Shares46,031 from 75,697
Change-29,666 (-39%)
Value$2.2M (-$1.7M)
Filed 2026-11-06
Financial Planning Fort Collins, LLC
INCREASED
Shares38,065 from 37,887
Change+178 (+0%)
Value$1.8M (-$126.4K)
Filed 2026-10-16
Thrivent Financial for Lutherans
INCREASED
Shares35,355 from 33,387
Change+1,968 (+6%)
Value$1.7M (-$18.0K)
Filed 2026-11-05
Avidian Wealth Enterprises, LLC
INCREASED
Shares17,281 from 14,840
Change+2,441 (+16%)
Value$809.1K (+$61.0K)
Filed 2026-10-08
Life Planning Partners, Inc
DECREASED
Shares17,081 from 38,530
Change-21,449 (-56%)
Value$799.7K (-$1.1M)
Filed 2026-10-28
Embree Financial Group
DECREASED
Shares12,667 from 13,202
Change-535 (-4%)
Value$593.0K (-$72.5K)
Filed 2026-10-22
Global Wealth Management, LLC
INCREASED
Shares5,983 from 5,933
Change+50 (+1%)
Value$280.1K (-$19.0K)
Filed 2026-10-15
Single Point Partners, LLC
NEW
Shares5,847
Change+5,847
Value$273.5K
Filed 2026-10-19
Camelot Technology Advisors, Inc.
INCREASED
Shares5,697 from 5,649
Change+48 (+1%)
Value$266.7K (-$18.0K)
Filed 2026-10-09
CRA Financial Services, LLC
NEW
Shares4,915
Change+4,915
Value$230.1K
Filed 2026-10-16
Cahaba Wealth Management, Inc.
UNCHANGED
Shares4,700 from 4,700
Change0 (0%)
Value$220.1K (-$16.9K)
Filed 2026-10-26
J.W. Cole Advisors, Inc.
INCREASED
Shares4,561 from 4,529
Change+32 (+1%)
Value$213.5K (-$14.8K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 9,671
Change-9,671 (-100%)
Value$0 (-$487.5K)
Filed 2026-11-04
Stone House Investment Management, LLC
CLOSED
Shares0 from 2,821
Change-2,821 (-100%)
Value$0 (-$142.2K)
Filed 2026-10-23
Moisand Fitzgerald Tamayo, LLC
CLOSED
Shares0 from 866
Change-866 (-100%)
Value$0 (-$43.7K)
Filed 2026-10-15
Riverview Trust Co
N/A
Shares— from 289,629
Change-289,629 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 42,252
Change-42,252 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 30,194
Change-30,194 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 25,617
Change-25,617 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 5,119
Change-5,119 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 4,523
Change-4,523 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,985
Change-3,985 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,080
Change-1,080 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 0
Change0
Value—
Status
Commonwealth Equity Services, LLC
DECREASED55,04285,228-30,186-35%$4.3M$2.6M-$1.7M2026-11-02
LPL Financial LLC
DECREASED46,03175,697-29,666-39%$3.8M$2.2M-$1.7M2026-11-06
Financial Planning Fort Collins, LLC
INCREASED38,06537,887+178+0%$1.9M$1.8M-$126.4K2026-10-16
Thrivent Financial for Lutherans
INCREASED35,35533,387+1,968+6%$1.7M$1.7M-$18.0K2026-11-05
Avidian Wealth Enterprises, LLC
INCREASED17,28114,840+2,441+16%$748.1K$809.1K+$61.0K2026-10-08
Life Planning Partners, Inc
DECREASED17,08138,530-21,449-56%$1.9M$799.7K-$1.1M2026-10-28
Embree Financial Group
DECREASED12,66713,202-535-4%$665.5K$593.0K-$72.5K2026-10-22
Global Wealth Management, LLC
INCREASED5,9835,933+50+1%$299.1K$280.1K-$19.0K2026-10-15
Single Point Partners, LLC
NEW5,847—+5,847——$273.5K—2026-10-19
Camelot Technology Advisors, Inc.
INCREASED5,6975,649+48+1%$284.8K$266.7K-$18.0K2026-10-09
CRA Financial Services, LLC
NEW4,915—+4,915——$230.1K—2026-10-16
Cahaba Wealth Management, Inc.
UNCHANGED4,7004,70000%$236.9K$220.1K-$16.9K2026-10-26
J.W. Cole Advisors, Inc.
INCREASED4,5614,529+32+1%$228.3K$213.5K-$14.8K2026-11-05
EverSource Wealth Advisors, LLC
CLOSED09,671-9,671-100%$487.5K$0-$487.5K2026-11-04
Stone House Investment Management, LLC
CLOSED02,821-2,821-100%$142.2K$0-$142.2K2026-10-23
Moisand Fitzgerald Tamayo, LLC
CLOSED0866-866-100%$43.7K$0-$43.7K2026-10-15
Riverview Trust Co
N/A—289,629-289,629-100%$14.6M———
Global Retirement Partners, LLC
N/A—42,252-42,252-100%$2.1M———
Jane Street Group, LLC
N/A—30,194-30,194-100%$1.5M———
Osaic Holdings, Inc.
N/A—25,617-25,617-100%$1.3M———
Elequin Capital, LP
N/A—5,119-5,119-100%$258.0K———
Citadel Advisors LLC
N/A—4,523-4,523-100%$228.0K———
Raymond James Financial Inc
N/A—3,985-3,985-100%$200.9K———
FMR LLC
N/A—1,080-1,080-100%$54.4K———
Fiduciary Financial Advisors
N/A—00—$9———
Showing 25 of 25 institutions