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Public ownership evidence

Fidelity Limited Term Bond ETF (FLTB) Ownership Disclosures

Read FLTB insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T23:32:50.005Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-2913,669$684,671None
Rehmann Capital Advisory Group2026-06-302026-08-2110,622$532,488None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-206,500$325,833None
49 WEALTH MANAGEMENT, LLC2026-06-302026-08-1912,331$618,156None
Equitable Holdings, Inc.2026-06-302026-08-1828,507$1,429,075None
COFG Advisors, LLC2026-06-302026-08-155,712$286,343None
OSAIC HOLDINGS, INC.2026-06-302026-08-15914$45,825None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,050$52,838None
OSAIC HOLDINGS, INC.2026-06-302026-08-15161,494$8,103,197None
Regal Investment Advisors LLC2026-06-302026-08-1594,389$4,731,711None
OLD MISSION CAPITAL LLC2026-06-302026-08-1555,133$2,763,817None
Waverly Advisors, LLC2026-06-302026-08-1529,800$1,493,874None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1575,274$3,790,790None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-1517,152$859,830None
ROYAL BANK OF CANADA2026-06-302026-08-15129,638$6,499,000None
CITADEL ADVISORS LLC2026-06-302026-08-1525,285$1,267,537None
ALONGSIDE, LLC2026-06-302026-08-1512,331$618,156None
NATIXIS ADVISORS, LLC2026-06-302026-08-1510,179$510,000None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1529,684$1,488,059None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15113,405$5,684,993None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-151,082$54,241None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1511$550None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15294,675$14,772,058None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15628,377$31,500,530None
Burk Holdings LLC2026-06-302026-08-14172$8,622None
Fidelis Wealth Advisors LLC2026-06-302026-08-1449,910$2,501,998None
ISLAY CAPITAL MANAGEMENT, LLC2026-06-302026-08-1438,753$1,942,688None
Sanctuary Advisors, LLC2026-06-302026-08-1481,803$4,100,795None
Rockefeller Capital Management L.P.2026-06-302026-08-141,815$91,000None
Rockefeller Capital Management L.P.2026-06-302026-08-14135$6,768None
Rockefeller Capital Management L.P.2026-06-302026-08-14353$17,727None
Rockefeller Capital Management L.P.2026-06-302026-08-14327$16,393None
UBS Group AG2026-06-302026-08-14430,243$21,568,082None
MORGAN STANLEY2026-06-302026-08-14332,928$16,689,711None
MORGAN STANLEY2026-06-302026-08-1452$2,638None
FMR LLC2026-06-302026-08-144,764$238,820None
Fidelis Wealth Advisors LLC2026-06-302026-08-1349,910$2,501,998None
Integrated Wealth Concepts LLC2026-06-302026-08-131,482$74,276None
Cetera Investment Advisers2026-06-302026-08-1364,186$3,217,660None
Focus Partners Wealth2026-06-302026-08-1345,572$2,284,519None
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2026-06-302026-08-1310$501None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-13160$8,021None
JPMORGAN CHASE & CO2026-06-302026-08-1325,304$1,269,544None
Core Wealth Advisors, Inc.2026-06-302026-08-1213,254$664,423None
CAHILL FINANCIAL ADVISORS INC2026-06-302026-08-1211,181$560,507None
Allworth Financial LP2026-06-302026-08-12487$24,414None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-126,500$325,833None
Savant Capital, LLC2026-06-302026-08-1166,480$3,332,640None
49 WEALTH MANAGEMENT, LLC2026-06-302026-08-1112,331$618,156None
LPL Financial LLC2026-06-302026-08-08219,258$10,991,423None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Rehmann Capital Advisory Group ↗MERCER GLOBAL ADVISORS INC /ADV ↗49 WEALTH MANAGEMENT, LLC ↗Equitable Holdings, Inc. ↗COFG Advisors, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗Regal Investment Advisors LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.