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Fidelity LOW Durat BND ETF (FLDB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Harmony Asset Management LLC
INCREASED
Shares213,848 from 138,723
Change+75,125 (+54%)
Value$10.7M (+$3.8M)
Filed 2026-10-20
LPL Financial LLC
INCREASED
Shares20,649 from 19,488
Change+1,161 (+6%)
Value$1.0M (+$56.1K)
Filed 2026-11-06
Midwest Financial Network, LLC
INCREASED
Shares20,210 from 9,205
Change+11,005 (+120%)
Value$1.0M (+$550.6K)
Filed 2026-10-13
Nwam LLC
DECREASED
Shares5,296 from 6,960
Change-1,664 (-24%)
Value$265.5K (-$84.2K)
Filed 2026-11-09
IFG Advisory, LLC
INCREASED
Shares757 from 55
Change+702 (+1276%)
Value$37.9K (+$35.2K)
Filed 2026-11-09
IFP Advisors, Inc
INCREASED
Shares124 from 27
Change+97 (+359%)
Value$6.2K (+$4.9K)
Filed 2026-10-16
RCS Financial Planning, LLC
CLOSED
Shares0 from 6,779
Change-6,779 (-100%)
Value$0 (-$341.7K)
Filed 2026-10-14
Cornerstone Planning Group LLC
CLOSED
Shares0 from 373
Change-373 (-100%)
Value$0 (-$18.8K)
Filed 2026-10-16
FMR LLC
N/A
Shares— from 7,340,940
Change-7,340,940 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 34,655
Change-34,655 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 32,892
Change-32,892 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 22,213
Change-22,213 (-100%)
Value—
&partners
N/A
Shares— from 15,173
Change-15,173 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 14,429
Change-14,429 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 11,553
Change-11,553 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 11,074
Change-11,074 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 494
Change-494 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 64
Change-64 (-100%)
Value—
Status
Harmony Asset Management LLC
INCREASED213,848138,723+75,125+54%$7.0M$10.7M+$3.8M2026-10-20
LPL Financial LLC
INCREASED20,64919,488+1,161+6%$979.1K$1.0M+$56.1K2026-11-06
Midwest Financial Network, LLC
INCREASED20,2109,205+11,005+120%$462.5K$1.0M+$550.6K2026-10-13
Nwam LLC
DECREASED5,2966,960-1,664-24%$349.7K$265.5K-$84.2K2026-11-09
IFG Advisory, LLC
INCREASED75755+702+1276%$2.8K$37.9K+$35.2K2026-11-09
IFP Advisors, Inc
INCREASED12427+97+359%$1.4K$6.2K+$4.9K2026-10-16
RCS Financial Planning, LLC
CLOSED06,779-6,779-100%$341.7K$0-$341.7K2026-10-14
Cornerstone Planning Group LLC
CLOSED0373-373-100%$18.8K$0-$18.8K2026-10-16
FMR LLC
N/A—7,340,940-7,340,940-100%$368.8M———
JPMorgan Chase & Co
N/A—34,655-34,655-100%$1.7M———
Envestnet Asset Management Inc
N/A—32,892-32,892-100%$1.7M———
Pathstone Holdings, LLC
N/A—22,213-22,213-100%$1.1M———
&partners
N/A—15,173-15,173-100%$762.3K———
Odyssey Group, LLC
N/A—14,429-14,429-100%$724.9K———
Old Mission Capital LLC
N/A—11,553-11,553-100%$580.4K———
Cetera Investment Advisers
N/A—11,074-11,074-100%$556.4K———
Osaic Holdings, Inc.
N/A—494-494-100%$24.9K———
Fiduciary Financial Advisors
N/A—64-64-100%$3.2K———
Showing 18 of 18 institutions