FMUN Fidelity Systematic Municipal Bond Index ETF

NASDAQ ·

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Institutional owners (13F) 24 filers · $35.5M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
9 (+5 vs prior Q) 8 (+7 vs prior Q) 5 (-3 vs prior Q) 6 (-2 vs prior Q) -23K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
Riverview Trust Co $14,600,198 289,629 41.09% Shares
COMMONWEALTH EQUITY SERVICES, LLC $4,296,360 85,228 12.09% Shares
LPL Financial LLC $3,815,886 75,697 10.74% Shares
Global Retirement Partners, LLC $2,129,924 42,252 5.99% Shares
Life Planning Partners, Inc $1,942,296 38,530 5.47% Shares
Financial Planning Fort Collins, LLC $1,875,265 37,293 5.28% Shares
JANE STREET GROUP, LLC $1,522,080 30,194 4.28% Shares
OSAIC HOLDINGS, INC. $1,292,292 25,617 3.64% Shares
Avidian Wealth Enterprises, LLC $748,082 14,840 2.11% Shares
Embree Financial Group $665,513 13,202 1.87% Shares
EverSource Wealth Advisors, LLC $487,515 9,671 1.37% Shares
Global Wealth Management, LLC $299,058 5,933 0.84% Shares
CAMELOT TECHNOLOGY ADVISORS, INC. $278,079 5,603 0.78% Shares
Elequin Capital, LP $258,049 5,119 0.73% Shares
CAHABA WEALTH MANAGEMENT, INC. $236,932 4,700 0.67% Shares
J.W. COLE ADVISORS, INC. $228,292 4,529 0.64% Shares
CITADEL ADVISORS LLC $228,004 4,523 0.64% Shares
RAYMOND JAMES FINANCIAL INC $200,884 3,985 0.57% Shares
MERCER GLOBAL ADVISORS INC /ADV $187,690 3,723 0.53% Shares
Stone House Investment Management, LLC $142,207 2,821 0.40% Shares
FMR LLC $54,449 1,080 0.15% Shares
Moisand Fitzgerald Tamayo, LLC $43,656 866 0.12% Shares
Thrivent Financial for Lutherans $1,683 33,387 0.00% Shares
FIDUCIARY FINANCIAL ADVISORS $9 0 0.00% Shares