FIDELITY LTD TRM BND ETF FLTB
$50.13
+0.1% 52w: $47.94 – $50.17
Latest 13F among current holders filed 1 month ago (May 18, 2026)
Price — last 12 months
research preview data47.9449.0550.17
Jun 20, 2025 Jul 2, 2026
Institutional holders
79
-1 QoQ
13F value
$222.0M
+5.8% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns FLTB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 843.2K | $42.4M | 0.0% | +22.4% |
| UBS Group AG | Bank broker | 451.3K | $22.7M | 0.0% | -1.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 373.7K | $18.8M | 0.0% | +20.1% |
| MORGAN STANLEY | Bank broker | 332.7K | $16.7M | 0.0% | +11.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 328.4K | $16.5M | 0.0% | -4.1% |
| LPL Financial LLC | Bank broker | 297.8K | $15.0M | 0.0% | +3.2% |
| Holos Integrated Wealth LLC | Wealth advisor | 163.5K | $8.2M | 4.2% | +0.2% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 137.0K | $6.9M | 0.0% | -1.3% |
| ROYAL BANK OF CANADA | Bank broker | 124.7K | $6.3M | 0.0% | +13.1% |
| Regal Investment Advisors LLC | Wealth advisor | 87.6K | $4.4M | 0.3% | +3.8% |
| Kestra Advisory Services, LLC | Wealth advisor | 82.4K | $4.1M | 0.0% | -27.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 80.4K | $4.0M | 0.0% | -24.0% |
| Salus Financial Advisors, LLC | Wealth advisor | 73.5K | $3.7M | 2.2% | +11.1% |
| Sanctuary Advisors, LLC | Wealth advisor | 71.7K | $3.6M | 0.0% | +331.0% |
| Cetera Investment Advisers | Wealth advisor | 60.0K | $3.0M | 0.0% | +38.2% |
| Savant Capital, LLC | Wealth advisor | 56.0K | $2.8M | 0.0% | +61.6% |
| JANE STREET GROUP, LLC | Market maker | 53.7K | $2.7M | 0.0% | +95.4% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 53.6K | $2.7M | 0.0% | +40.9% |
| ASSETMARK, INC | Wealth advisor | 52.6K | $2.6M | 0.0% | -1.5% |
| B. Riley Wealth Advisors, Inc. | Diversified mechanical | 37.1K | $1.9M | 0.1% | +7.5% |
| Grey Ledge Advisors, LLC | Wealth advisor | 36.3K | $1.8M | 0.4% | +0.7% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 35.8K | $1.8M | 0.0% | -9.3% |
| ISLAY CAPITAL MANAGEMENT, LLC | Wealth advisor | 35.6K | $1.8M | 0.9% | +20.5% |
| Great Lakes Retirement, Inc. | Other | 32.7K | $1.7M | 0.2% | +7.9% |
| Koshinski Asset Management, Inc. | Wealth advisor | 32.8K | $1.6M | 0.1% | +32.8% |
| Equitable Holdings, Inc. | Wealth advisor | 31.4K | $1.6M | 0.0% | +51.6% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 30.0K | $1.5M | 0.0% | -12.2% |
| Clearwave Capital, LLC | Other | 29.1K | $1.5M | 1.0% | +11.6% |
| JPMORGAN CHASE & CO | Bank broker | 24.4K | $1.2M | 0.0% | +113.5% |
| Advisor OS, LLC | Wealth advisor | 23.9K | $1.2M | 0.1% | +39.2% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 22.9K | $1.2M | 0.0% | -0.7% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 22.8K | $1.1M | 0.0% | +26.6% |
| Centurion Wealth Management LLC | Wealth advisor | 19.6K | $987K | 0.2% | +0.2% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 19.2K | $966K | 0.0% | -25.8% |
| Lakeridge Wealth Management LLC | Wealth advisor | 18.2K | $914K | 0.4% | -3.9% |
| Focus Partners Wealth | Wealth advisor | 17.6K | $886K | 0.0% | -3.5% |
| Farther Finance Advisors, LLC | Wealth advisor | 16.9K | $850K | 0.0% | +867.0% |
| Hoxton Planning & Management, LLC | Wealth advisor | 16.1K | $810K | 0.2% | New |
| NORRIS PERNE & FRENCH LLP/MI | Other | 15.1K | $759K | 0.1% | +0.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 13.8K | $692K | 0.0% | +9.6% |
| RESOLUTE CAPITAL, LLC | Wealth advisor | 12.6K | $633K | 0.3% | +13.8% |
| Soltis Investment Advisors LLC | Other | 12.3K | $616K | 0.0% | Held |
| CAHILL FINANCIAL ADVISORS INC | Wealth advisor | 11.1K | $559K | 0.1% | +0.5% |
| Rehmann Capital Advisory Group | Wealth advisor | 10.5K | $527K | 0.0% | +12.1% |
| McGlone Suttner Wealth Management, Inc. | Wealth advisor | 9.9K | $497K | 0.1% | Held |
| BG Investment Services, LLC | Wealth advisor | 9.7K | $490K | 0.4% | +20.8% |
| IFP Advisors, Inc | Wealth advisor | 9.0K | $454K | 0.0% | -9.2% |
| United Advisor Group, LLC | Wealth advisor | 8.9K | $451K | 0.1% | +5.4% |
| Opus Financial Solutions LLC | Wealth advisor | 8.2K | $414K | 0.4% | -0.3% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 6.4K | $324K | 0.0% | +12.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.