Who Owns FIDELITY TACTICAL BOND ETF (FTBD)?Hedge Fund & Institutional Holders

$49.17-0.19 (-0.38%)Financial ServicesNYSE_ARCA

Institutional Holders

19

as of Q4 2025

Total Institutional Value

$1.0000006740003519e+47T

% of Float Held

—

QoQ Change in Holders

+11 / -4

Price History

$47.61$48.43$49.25$50.07$50.89Sep 24Jun 25Mar 26

FTBD — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COMMONWEALTH EQUITY SERVICES, LLCNew Position+22K+$1.0B
InTrack Investment Management IncNew Position+7K+$352.0M
J.W. COLE ADVISORS, INC.New Position+5K+$237.0M
Farther Finance Advisors, LLCNew Position+318+$15.0M
CREATIVE FINANCIAL DESIGNS INC /ADVNew Position+84+$4.0M
BG Investment Services, LLCNew Position+10K+$496K
Avidian Wealth Enterprises, LLCNew Position+8K+$396K
TD Waterhouse Canada Inc.New Position+1K+$60K
UBS Group AGNew Position+18+$0
Arkadios Wealth AdvisorsNew Position+6K+$0
Kestra Advisory Services, LLCNew Position+1K+$0
Sunbelt Securities, Inc.Increased+18+$-1.6M
BANK OF MONTREAL /CAN/Increased+131+$-15.8M
OSAIC HOLDINGS, INC.Increased+1K+$-490.0M

FTBD — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
CITADEL ADVISORS LLCClosed Position-31K-$1.5B
JANE STREET GROUP, LLCClosed Position-13K-$635.4M
Koshinski Asset Management, Inc.Decreased-5K-$258.7M
Advisory Services Network, LLCClosed Position-498-$24.9M
JPMORGAN CHASE & CODecreased-69-$23.0M
Peterson Wealth Advisors, LLCClosed Position-7K-$373K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1COMMONWEALTH EQUITY SERVICES, LLC22,143$1.0B0.00%Share
2Koshinski Asset Management, Inc.13,614$674.0M0.04%Share
3InTrack Investment Management Inc7,108$352.0M0.20%Share
4J.W. COLE ADVISORS, INC.4,803$237.0M0.01%Share
5Sunbelt Securities, Inc.4,190$207.0M0.01%Share
6Farther Finance Advisors, LLC318$15.0M0.00%Share
7CREATIVE FINANCIAL DESIGNS INC /ADV84$4.0M0.00%Share
8BG Investment Services, LLC10,023$496K0.44%Share
9Avidian Wealth Enterprises, LLC8,000$396K0.01%Share
10TD Waterhouse Canada Inc.1,228$60K0.00%Share
11ROYAL BANK OF CANADA1,004$00.00%Share
12BANK OF MONTREAL /CAN/131$00.00%Share
13BANK OF MONTREAL /CAN/315$00.00%Share
14Kestra Advisory Services, LLC1,336$00.00%Share
15OSAIC HOLDINGS, INC.11,213$00.00%Share
16UBS Group AG18$00.00%Share
17Arkadios Wealth Advisors1,064$00.00%Share
18JPMORGAN CHASE & CO409$00.00%Share
19Arkadios Wealth Advisors5,235$00.00%Share

FTBD Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202517$2.5B+7
Q3 202510$3.9B-6
Q2 202516$4.4B+2
Q1 202514$6.6B+2
Q4 202412$12.9B+1
Q3 202411$804.4B+1
Q2 202410$1.1T-1
Q1 202411$542.4T—

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As of Q4 2025, 19 institutional investors hold FTBD (FIDELITY TACTICAL BOND ETF). The largest holder is COMMONWEALTH EQUITY SERVICES, LLC with $1.0B in shares. This quarter, 11 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own FTBD?

As of Q4 2025, 19 institutional investors report holding FTBD (FIDELITY TACTICAL BOND ETF) in their 13F filings.

Who is the largest institutional holder of FTBD?

The largest institutional holder of FTBD is COMMONWEALTH EQUITY SERVICES, LLC with $1.0B in shares.

Is institutional ownership of FTBD increasing or decreasing?

This quarter, 11 institutions opened new positions in FTBD and 4 closed their positions.