FMUN Institutional Ownership
Fidelity Systematic Municipal Bond Index ETF
1W: -0.4%
1M: -3.6%
3M: -7.1%
YTD: -6.1%
1Y: -5.3%
$46.98
-0.11 (-0.23%)
Weekly Expected Move ±1.1%
$46
$46
$47
$47
$48
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FMUN
32
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
36M
Total Invested
10
New Positions
7
Increased
13
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (33 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Riverview Trust Co | 289,629 | $14M | -61,836 | -17.6% | 5Q | SEC ↗ |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | 85,228 | $4M | +2,723 | +3.3% | 5Q | SEC ↗ |
| 3 | LPL Financial LLC | 75,697 | $4M | -4,683 | -5.8% | 5Q | SEC ↗ |
| 4 | Global Retirement Partners, LLC NEW | 42,252 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 5 | Life Planning Partners, Inc | 38,530 | $2M | -6,238 | -13.9% | 5Q | SEC ↗ |
| 6 | Financial Planning Fort Collins, LLC | 37,887 | $2M | +594 | +1.6% | 3Q | SEC ↗ |
| 7 | Thrivent Financial for Lutherans NEW | 33,387 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 8 | JANE STREET GROUP, LLC | 30,194 | $1M | -50,676 | -62.7% | 5Q | SEC ↗ |
| 9 | OSAIC HOLDINGS, INC. | 25,617 | $1M | +21,632 | +542.8% | 5Q | SEC ↗ |
| 10 | Avidian Wealth Enterprises, LLC | 14,840 | $697K | +40 | +0.3% | 5Q | SEC ↗ |
| 11 | Embree Financial Group | 13,202 | $620K | -5,175 | -28.2% | 3Q | SEC ↗ |
| 12 | EverSource Wealth Advisors, LLC NEW | 9,671 | $454K | — | +0.0% | 1Q | SEC ↗ |
| 13 | Global Wealth Management, LLC | 5,933 | $279K | +49 | +0.8% | 3Q | SEC ↗ |
| 14 | CAMELOT TECHNOLOGY ADVISORS, INC. | 5,649 | $265K | +46 | +0.8% | 5Q | SEC ↗ |
| 15 | Elequin Capital, LP NEW | 5,119 | $240K | — | +0.0% | 1Q | SEC ↗ |
| 16 | CAHABA WEALTH MANAGEMENT, INC. | 4,700 | $221K | — | +0.0% | 5Q | SEC ↗ |
| 17 | J.W. COLE ADVISORS, INC. NEW | 4,529 | $213K | — | +0.0% | 1Q | SEC ↗ |
| 18 | CITADEL ADVISORS LLC NEW | 4,523 | $212K | — | +0.0% | 1Q | SEC ↗ |
| 19 | RAYMOND JAMES FINANCIAL INC NEW | 3,985 | $187K | — | +0.0% | 1Q | SEC ↗ |
| 20 | MERCER GLOBAL ADVISORS INC /ADV NEW | 3,723 | $175K | — | +0.0% | 1Q | SEC ↗ |
| 21 | Stone House Investment Management, LLC | 2,821 | $133K | — | +0.0% | 2Q | SEC ↗ |
| 22 | FMR LLC | 1,080 | $51K | +617 | +133.3% | 5Q | SEC ↗ |
| 23 | Moisand Fitzgerald Tamayo, LLC NEW | 866 | $41K | — | +0.0% | 1Q | SEC ↗ |
| 24 | MARS JEWETT FINANCIAL GROUP, INC. | 0 | $0K | -12,868 | -100.0% | 1Q | SEC ↗ |
| 25 | FIDUCIARY FINANCIAL ADVISORS NEW | 0 | $0K | — | — | 1Q | SEC ↗ |
| 26 | Quantinno Capital Management LP | 0 | $0K | -5,117 | -100.0% | 1Q | SEC ↗ |
| 27 | Sigma Planning Corp | 0 | $0K | -5,949 | -100.0% | 2Q | SEC ↗ |
| 28 | Advisory Services Network, LLC | 0 | $0K | -3,132 | -100.0% | 1Q | SEC ↗ |
| 29 | IFP Advisors, Inc | 0 | $0K | -561 | -100.0% | 4Q | SEC ↗ |
| 30 | Steward Partners Investment Advisory, | 0 | $0K | -672 | -100.0% | 1Q | SEC ↗ |
| 31 | TD Capital Management LLC | 0 | $0K | -3,540 | -100.0% | 4Q | SEC ↗ |
| 32 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | $0K | -7,911 | -100.0% | 4Q | SEC ↗ |
| 33 | Kestra Advisory Services, LLC | 0 | $0K | -4,109 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| Global Retirement Partners, LLC | 42,252 | $2M |
| Thrivent Financial for Lutherans | 33,387 | $2M |
| EverSource Wealth Advisors, LLC | 9,671 | $454K |
| Elequin Capital, LP | 5,119 | $240K |
| J.W. COLE ADVISORS, INC. | 4,529 | $213K |
| CITADEL ADVISORS LLC | 4,523 | $212K |
| RAYMOND JAMES FINANCIAL INC | 3,985 | $187K |
| MERCER GLOBAL ADVISORS INC /ADV | 3,723 | $175K |
| Moisand Fitzgerald Tamayo, LLC | 866 | $41K |
| FIDUCIARY FINANCIAL ADVISORS | 0 | $0K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MARS JEWETT FINANCIAL GROUP, INC. | 12,868 | $605K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 7,911 | $372K |
| Sigma Planning Corp | 5,949 | $279K |
| Quantinno Capital Management LP | 5,117 | $240K |
| Kestra Advisory Services, LLC | 4,109 | $193K |
| TD Capital Management LLC | 3,540 | $166K |
| Advisory Services Network, LLC | 3,132 | $147K |
| Steward Partners Investment Advisor | 672 | $32K |
| IFP Advisors, Inc | 561 | $26K |
Biggest Increases (7)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | +21,632 | +542.8% | 25,617 |
| COMMONWEALTH EQUITY SERVICES, LLC | +2,723 | +3.3% | 85,228 |
| FMR LLC | +617 | +133.3% | 1,080 |
| Financial Planning Fort Collins, LL | +594 | +1.6% | 37,887 |
| Global Wealth Management, LLC | +49 | +0.8% | 5,933 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | +46 | +0.8% | 5,649 |
| Avidian Wealth Enterprises, LLC | +40 | +0.3% | 14,840 |
Biggest Decreases (5)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Riverview Trust Co | -61,836 | -17.6% | 289,629 |
| JANE STREET GROUP, LLC | -50,676 | -62.7% | 30,194 |
| Life Planning Partners, Inc | -6,238 | -13.9% | 38,530 |
| Embree Financial Group | -5,175 | -28.2% | 13,202 |
| LPL Financial LLC | -4,683 | -5.8% | 75,697 |