Fidelity DYN Buff Eqty ETFFBUFETF

13F holders, Q4 2025 (December 31)
13holders +4
7new positions
3sold out
$30.89avg. 13F price*

At the end of Q4 2025, 13 institutions reported holding Fidelity DYN Buff Eqty ETF (FBUF) in their 13F filings, up 4 from Q3 2025. 7 opened new positions and 3 sold out. The largest holders were FMR LLC ($2.1M), Envestnet Asset Management Inc. ($1.7M) and Kestra Investment Management, LLC ($1.6M).

Company
Fidelity DYN Buff Eqty ETF
CUSIP
31624J737
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q2 2024: 3Q2 2024Q3 2024: 4Q3 2024Q4 2024: 6Q4 2024Q1 2025: 7Q1 2025Q2 2025: 6Q2 2025Q3 2025: 9Q3 2025Q4 2025: 13Q4 2025Q1 2026: 13Q1 2026Q2 2026: 14Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions7$5.3M
Exits3$821K

All 13F filers, Q3 2025 → Q4 2025: 174,542 shares bought and 28,082 shares sold, net +146,460 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 13 holders

FMR LLC 0.00% No change 69,000 $2.1M
Envestnet Asset Management Inc. 0.00% New 54,738 $1.7M
Kestra Investment Management, LLC 0.04% New 52,465 $1.6M
Raymond James Financial Inc. 0.00% New 20,477 $633K
Old Mission Capital LLC 0.02% New 16,514 $510K
Global Trust Asset Management, LLC 0.15% New 12,552 $388K
RFG Advisory, LLC 0.01% Add +34.1% 9,529 $294K
Kestra Advisory Services, LLC 0.00% New 8,101 $250K
Royal Bank of Canada 0.00% Reduce -8.0% 7,515 $232K
Cambridge Investment Research Advisors, Inc. 0.00% New 7,227 $223K
Osaic Holdings, Inc. 0.00% No change 145 $5K
UBS Group AG 0.00% Add +440.0% 54 $2K
DHJJ Financial Advisors, Ltd. 0.00% No change 4 $124

"% of holder's portfolio" is FBUF's weight in each manager's 13F, not the share of Fidelity DYN Buff Eqty ETF the manager owns.