Fidelity Muni BND Opp ETFFMUBETF

13F holders, Q1 2026 (March 31)
26holders +4
8new positions
3sold out
$50.60avg. 13F price*

At the end of Q1 2026, 26 institutions reported holding Fidelity Muni BND Opp ETF (FMUB) in their 13F filings, up 4 from Q4 2025. 8 opened new positions and 3 sold out. The largest holders were Cwm, LLC ($60.4M), Wealth Alliance Advisory Group, LLC ($14.4M) and Commonwealth Equity Services, LLC ($8.1M).

Company
Fidelity Muni BND Opp ETF
CUSIP
316188853
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q2 2025: 7Q2 2025Q3 2025: 15Q3 2025Q4 2025: 22Q4 2025Q1 2026: 26Q1 2026Q2 2026: 35Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions8$22.9M
Exits3$643K

All 13F filers, Q4 2025 → Q1 2026: 766,161 shares bought and 469,400 shares sold, net +296,761 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 26 holders

Cwm, LLC 0.16% Add +16.9% 1,193,840 $60.4M
Wealth Alliance Advisory Group, LLC 2.28% New 284,394 $14.4M
Commonwealth Equity Services, LLC 0.01% Add +9.2% 160,451 $8.1M
JPMorgan Chase & Co. 0.00% Add +92.4% 82,160 $4.1M
Clarity Retirement & Wealth, LLC 2.73% New 66,904 $3.4M
Concurrent Investment Advisors, LLC 0.03% Add +256.9% 59,717 $3.0M
Advyzon Investment Management, LLC 0.23% New 51,631 $2.6M
Hicks Capital Management LLC 1.68% Add +218.2% 33,100 $1.7M
Avidian Wealth Enterprises, LLC 0.05% Reduce -8.7% 28,300 $1.4M
Advisory Services Network, LLC 0.02% Add +12.6% 26,132 $1.3M
Jane Street Group, LLC 0.00% Reduce -9.4% 20,429 $1.0M
Landmark Wealth Management, LLC 0.27% Add +59.6% 20,262 $1.0M
Aptus Capital Advisors, LLC 0.01% Add +1.1% 17,757 $899K
LPL Financial LLC 0.00% New 15,125 $765K
Osaic Holdings, Inc. 0.00% Reduce -5.3% 14,137 $716K
Independent Advisor Alliance 0.01% New 13,882 $702K
Kestra Advisory Services, LLC 0.00% Add +38.2% 13,376 $677K
Envestnet Asset Management Inc. 0.00% Add +32.7% 12,674 $641K
IHT Wealth Management, LLC 0.01% Add +88.3% 12,110 $613K
PFG Advisors 0.03% New 10,314 $522K
Sequoia Financial Advisors, LLC 0.00% No change 6,199 $314K
Cetera Investment Advisers 0.00% New 5,392 $273K
Fifth Third Securities, Inc. 0.02% Reduce -33.1% 4,975 $252K
Sigma Planning Corp 0.01% Reduce -7.6% 4,755 $241K
Inspire Advisors, LLC 0.02% New 4,241 $215K
MCF Advisors LLC 0.00% No change 880 $45K

"% of holder's portfolio" is FMUB's weight in each manager's 13F, not the share of Fidelity Muni BND Opp ETF the manager owns.