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Fidelity Muni BND OPP ETF (FMUB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
INCREASED
Shares561,180 from 320,712
Change+240,468 (+75%)
Value$27.1M (+$10.6M)
Filed 2026-11-02
Wealth Alliance Advisory Group, LLC
DECREASED
Shares285,550 from 285,829
Change-279 (0%)
Value$13.8M (-$919.9K)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares169,364 from 14,228
Change+155,136 (+1090%)
Value$8.2M (+$7.5M)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares73,997 from 50,239
Change+23,758 (+47%)
Value$3.6M (+$986.6K)
Filed 2026-11-06
Clarity Retirement & Wealth, LLC
DECREASED
Shares70,224 from 72,039
Change-1,815 (-3%)
Value$3.4M (-$316.0K)
Filed 2026-11-04
Hicks Capital Management LLC
UNCHANGED
Shares49,866 from 49,866
Change0 (0%)
Value$2.6M ($0)
Filed 2026-10-20
Concurrent Investment Advisors, LLC
DECREASED
Shares43,768 from 57,694
Change-13,926 (-24%)
Value$2.1M (-$854.7K)
Filed 2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares38,050 from 28,575
Change+9,475 (+33%)
Value$1.8M (+$366.0K)
Filed 2026-11-02
Physician Wealth Advisors, Inc.
INCREASED
Shares29,671 from 6,087
Change+23,584 (+387%)
Value$1.4M (+$1.1M)
Filed 2026-10-20
Lineweaver Wealth Advisors, LLC
NEW
Shares29,636
Change+29,636
Value$1.4M
Filed 2026-10-13
AdvisorNet Financial, Inc
INCREASED
Shares27,131 from 7,412
Change+19,719 (+266%)
Value$1.3M (+$940.3K)
Filed 2026-10-15
Avidian Wealth Enterprises, LLC
DECREASED
Shares25,731 from 28,300
Change-2,569 (-9%)
Value$1.2M (-$213.7K)
Filed 2026-10-08
Summit Wealth Group LLC / Co
NEW
Shares21,054
Change+21,054
Value$1.0M
Filed 2026-10-29
Thrivent Financial for Lutherans
NEW
Shares20,644
Change+20,644
Value$996.0K
Filed 2026-11-05
Crosspoint Financial, LLC
NEW
Shares20,563
Change+20,563
Value$991.8K
Filed 2026-11-03
Landmark Wealth Management, LLC
DECREASED
Shares19,065 from 20,305
Change-1,240 (-6%)
Value$919.6K (-$124.2K)
Filed 2026-11-03
J.W. Cole Advisors, Inc.
INCREASED
Shares16,773 from 12,957
Change+3,816 (+29%)
Value$809.0K (+$143.0K)
Filed 2026-11-05
Gainline Financial Partners, LLC
INCREASED
Shares16,764 from 13,514
Change+3,250 (+24%)
Value$808.6K (+$113.9K)
Filed 2026-10-15
IFG Advisory, LLC
INCREASED
Shares11,228 from 5,701
Change+5,527 (+97%)
Value$541.6K (+$248.5K)
Filed 2026-11-09
PFG Advisors
INCREASED
Shares10,480 from 10,394
Change+86 (+1%)
Value$505.5K (-$28.8K)
Filed 2026-10-16
IFP Advisors, Inc
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$96.5K (-$6.3K)
Filed 2026-10-16
Clearstead Advisors, LLC
INCREASED
Shares1,978 from 1,961
Change+17 (+1%)
Value$95.4K (-$5.4K)
Filed 2026-11-06
Roxbury Financial LLC
INCREASED
Shares603 from 300
Change+303 (+101%)
Value$29.1K (+$13.6K)
Filed 2026-10-01
Fifth Third Securities, Inc.
CLOSED
Shares0 from 9,095
Change-9,095 (-100%)
Value$0 (-$467.5K)
Filed 2026-10-21
MCF Advisors LLC
CLOSED
Shares0 from 1,280
Change-1,280 (-100%)
Value$0 (-$66.0K)
Filed 2026-10-28
JPMorgan Chase & Co
N/A
Shares— from 131,398
Change-131,398 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 77,577
Change-77,577 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 34,815
Change-34,815 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 31,629
Change-31,629 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 21,461
Change-21,461 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 19,803
Change-19,803 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 18,126
Change-18,126 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 17,351
Change-17,351 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 14,000
Change-14,000 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 12,308
Change-12,308 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 9,759
Change-9,759 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 6,199
Change-6,199 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 4,572
Change-4,572 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 4,175
Change-4,175 (-100%)
Value—
FMR LLC
N/A
Shares— from 0
Change0
Value—
Status
Commonwealth Equity Services, LLC
INCREASED561,180320,712+240,468+75%$16.5M$27.1M+$10.6M2026-11-02
Wealth Alliance Advisory Group, LLC
DECREASED285,550285,829-2790%$14.7M$13.8M-$919.9K2026-10-14
Kestra Advisory Services, LLC
INCREASED169,36414,228+155,136+1090%$733.5K$8.2M+$7.5M2026-11-02
LPL Financial LLC
INCREASED73,99750,239+23,758+47%$2.6M$3.6M+$986.6K2026-11-06
Clarity Retirement & Wealth, LLC
DECREASED70,22472,039-1,815-3%$3.7M$3.4M-$316.0K2026-11-04
Hicks Capital Management LLC
UNCHANGED49,86649,86600%$2.6M$2.6M$02026-10-20
Concurrent Investment Advisors, LLC
DECREASED43,76857,694-13,926-24%$3.0M$2.1M-$854.7K2026-10-16
Cambridge Investment Research Advisors, Inc.
INCREASED38,05028,575+9,475+33%$1.5M$1.8M+$366.0K2026-11-02
Physician Wealth Advisors, Inc.
INCREASED29,6716,087+23,584+387%$312.9K$1.4M+$1.1M2026-10-20
Lineweaver Wealth Advisors, LLC
NEW29,636—+29,636——$1.4M—2026-10-13
AdvisorNet Financial, Inc
INCREASED27,1317,412+19,719+266%$381.0K$1.3M+$940.3K2026-10-15
Avidian Wealth Enterprises, LLC
DECREASED25,73128,300-2,569-9%$1.5M$1.2M-$213.7K2026-10-08
Summit Wealth Group LLC / Co
NEW21,054—+21,054——$1.0M—2026-10-29
Thrivent Financial for Lutherans
NEW20,644—+20,644——$996.0K—2026-11-05
Crosspoint Financial, LLC
NEW20,563—+20,563——$991.8K—2026-11-03
Landmark Wealth Management, LLC
DECREASED19,06520,305-1,240-6%$1.0M$919.6K-$124.2K2026-11-03
J.W. Cole Advisors, Inc.
INCREASED16,77312,957+3,816+29%$666.1K$809.0K+$143.0K2026-11-05
Gainline Financial Partners, LLC
INCREASED16,76413,514+3,250+24%$694.7K$808.6K+$113.9K2026-10-15
IFG Advisory, LLC
INCREASED11,2285,701+5,527+97%$293.0K$541.6K+$248.5K2026-11-09
PFG Advisors
INCREASED10,48010,394+86+1%$534.3K$505.5K-$28.8K2026-10-16
IFP Advisors, Inc
UNCHANGED2,0002,00000%$102.8K$96.5K-$6.3K2026-10-16
Clearstead Advisors, LLC
INCREASED1,9781,961+17+1%$100.8K$95.4K-$5.4K2026-11-06
Roxbury Financial LLC
INCREASED603300+303+101%$15.4K$29.1K+$13.6K2026-10-01
Fifth Third Securities, Inc.
CLOSED09,095-9,095-100%$467.5K$0-$467.5K2026-10-21
MCF Advisors LLC
CLOSED01,280-1,280-100%$66.0K$0-$66.0K2026-10-28
JPMorgan Chase & Co
N/A—131,398-131,398-100%$6.8M———
Advyzon Investment Management, LLC
N/A—77,577-77,577-100%$4.0M———
IHT Wealth Management, LLC
N/A—34,815-34,815-100%$1.8M———
Advisory Services Network, LLC
N/A—31,629-31,629-100%$1.6M———
Osaic Holdings, Inc.
N/A—21,461-21,461-100%$1.1M———
Aptus Capital Advisors, LLC
N/A—19,803-19,803-100%$1.0M———
Envestnet Asset Management Inc
N/A—18,126-18,126-100%$931.7K———
Raymond James Financial Inc
N/A—17,351-17,351-100%$891.9K———
Jane Street Group, LLC
N/A—14,000-14,000-100%$719.7K———
Cetera Investment Advisers
N/A—12,308-12,308-100%$632.7K———
Elequin Capital, LP
N/A—9,759-9,759-100%$501.7K———
Sequoia Financial Advisors, LLC
N/A—6,199-6,199-100%$318.7K———
NewEdge Advisors, LLC
N/A—4,572-4,572-100%$235.0K———
Inspire Advisors, LLC
N/A—4,175-4,175-100%$214.6K———
FMR LLC
N/A—00—$10———
Showing 40 of 40 institutions