Fidelity Tactical Bond ETFFTBDETF
13F holders, Q1 2026 (March 31)22holders +5
7new positions
2sold out
1famous investor
$49.15avg. 13F price*
At the end of Q1 2026, 22 institutions reported holding Fidelity Tactical Bond ETF (FTBD) in their 13F filings, up 5 from Q4 2025. 7 opened new positions and 2 sold out. The largest holders were Commonwealth Equity Services, LLC ($1.2M), Citadel Advisors ($1.1M) and Koshinski Asset Management, Inc. ($669K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fidelity Tactical Bond ETF
- CUSIP
- 316188879
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.5M |
| Exits | 2 | $304K |
All 13F filers, Q4 2025 → Q1 2026: 59,806 shares bought and 6,784 shares sold, net +53,022 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 22 holders
| Commonwealth Equity Services, LLC | 0.00% | Add +11.4% | 24,673 | $1.2M |
| Citadel Advisors | 0.00% | New | 21,532 | $1.1M |
| Koshinski Asset Management, Inc. | 0.04% | No change | 13,614 | $669K |
| Osaic Holdings, Inc. | 0.00% | Add +7.2% | 12,019 | $591K |
| BG Investment Services, LLC | 0.45% | Add +11.1% | 11,135 | $547K |
| InTrack Investment Management Inc | 0.27% | Add +34.1% | 9,533 | $469K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 8,000 | $393K |
| Arkadios Wealth Advisors | 0.01% | Add +26.2% | 7,951 | $391K |
| AdvisorNet Financial, Inc | 0.02% | New | 7,210 | $354K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 7,011 | $345K |
| Jane Street Group, LLC | 0.00% | New | 6,766 | $333K |
| Clarity Asset Management, Inc. | 0.15% | New | 6,109 | $300K |
| Sunbelt Securities, Inc. | 0.01% | Add +6.8% | 4,476 | $220K |
| Advisory Services Network, LLC | 0.00% | New | 1,804 | $89K |
| Royal Bank of Canada | 0.00% | No change | 1,004 | $49K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -41.9% | 714 | $35K |
| JPMorgan Chase & Co. | 0.00% | Add +41.3% | 578 | $28K |
| Farther Finance Advisors, LLC | 0.00% | No change | 318 | $16K |
| Bank of Montreal | 0.00% | Reduce -29.4% | 315 | $15K |
| Cwm, LLC | 0.00% | New | 244 | $12K |
| Creative Financial Designs Inc. | 0.00% | Add +155.9% | 215 | $11K |
| UBS Group AG | 0.00% | Add +105.6% | 37 | $2K |
"% of holder's portfolio" is FTBD's weight in each manager's 13F, not the share of Fidelity Tactical Bond ETF the manager owns.