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Fidelity DYN Buff Eqty ETF (FBUF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Global Trust Asset Management, LLC
INCREASED
Shares44,308 from 36,965
Change+7,343 (+20%)
Value$1.5M (+$288.1K)
Filed 2026-10-19
Portfolio Strategies, Inc.
INCREASED
Shares23,620 from 7,115
Change+16,505 (+232%)
Value$789.5K (+$559.9K)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares15,400 from 8,129
Change+7,271 (+89%)
Value$514.8K (+$252.4K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares15,360 from 14,049
Change+1,311 (+9%)
Value$513.4K (+$60.1K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares15,235 from 14,970
Change+265 (+2%)
Value$509.0K (+$26.0K)
Filed 2026-11-02
RFG Advisory, LLC
INCREASED
Shares15,063 from 14,616
Change+447 (+3%)
Value$503.5K (+$31.8K)
Filed 2026-11-03
Kestra Investment Management, LLC
INCREASED
Shares7,764 from 7,754
Change+10 (+0%)
Value$259.5K (+$9.3K)
Filed 2026-11-04
Bank of Montreal
UNCHANGED
Shares3,300 from 3,300
Change0 (0%)
Value$110.3K (+$3.8K)
Filed 2026-11-09
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$134 (+$4)
Filed 2026-10-23
Raymond James Financial Inc
N/A
Shares— from 20,880
Change-20,880 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 14,704
Change-14,704 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 10,027
Change-10,027 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 607
Change-607 (-100%)
Value—
UBS Group AG
N/A
Shares— from 311
Change-311 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Status
Global Trust Asset Management, LLC
INCREASED44,30836,965+7,343+20%$1.2M$1.5M+$288.1K2026-10-19
Portfolio Strategies, Inc.
INCREASED23,6207,115+16,505+232%$229.6K$789.5K+$559.9K2026-11-06
Kestra Advisory Services, LLC
INCREASED15,4008,129+7,271+89%$262.3K$514.8K+$252.4K2026-11-02
Commonwealth Equity Services, LLC
INCREASED15,36014,049+1,311+9%$453.4K$513.4K+$60.1K2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED15,23514,970+265+2%$483.0K$509.0K+$26.0K2026-11-02
RFG Advisory, LLC
INCREASED15,06314,616+447+3%$471.7K$503.5K+$31.8K2026-11-03
Kestra Investment Management, LLC
INCREASED7,7647,754+10+0%$250.2K$259.5K+$9.3K2026-11-04
Bank of Montreal
UNCHANGED3,3003,30000%$106.5K$110.3K+$3.8K2026-11-09
Dhjj Financial Advisors, Ltd.
UNCHANGED4400%$130$134+$42026-10-23
Raymond James Financial Inc
N/A—20,880-20,880-100%$673.8K———
Old Mission Capital LLC
N/A—14,704-14,704-100%$474.5K———
Envestnet Asset Management Inc
N/A—10,027-10,027-100%$323.6K———
Osaic Holdings, Inc.
N/A—607-607-100%$19.6K———
UBS Group AG
N/A—311-311-100%$10.0K———
BFC Planning, Inc.
N/A—10-10-100%$323———
Showing 15 of 15 institutions