Who Owns FIDELITY LIMITED (FLTB)? -- Institutional Holders (2026-06-30)

96 institutions reported holding $253.6M of FIDELITY LIMITED (FLTB) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($46.3M), ENVESTNET ASSET MANAGEMENT INC ($22.4M), UBS Group AG ($21.6M), COMMONWEALTH EQUITY SERVICES, LLC ($18.4M), MORGAN STANLEY ($16.7M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	BANK OF AMERICA CORP /DE/	$46.3M	923,052	Added
2	ENVESTNET ASSET MANAGEMENT INC	$22.4M	446,264	Added
3	UBS Group AG	$21.6M	430,243	Trimmed
4	COMMONWEALTH EQUITY SERVICES, LLC	$18.4M	367,410	Added
5	MORGAN STANLEY	$16.7M	332,980	Added
6	LPL Financial LLC	$11.0M	219,258	Trimmed
7	Holos Integrated Wealth LLC	$9.9M	198,581	Added
8	OSAIC HOLDINGS, INC.	$8.2M	163,458	Added
9	Royal Bank of Canada	$6.5M	129,638	Added
10	RAYMOND JAMES FINANCIAL INC	$5.7M	114,487	Added
11	Kestra Advisory Services, LLC	$5.4M	106,845	Added
12	Regal Investment Advisors LLC	$4.7M	94,389	Added
13	Sanctuary Advisors, LLC	$4.1M	81,803	Added
14	Cambridge Investment Research Advisors, Inc.	$4.0M	80,246	Trimmed
15	Salus Financial Advisors, LLC	$4.0M	79,432	Added
16	JONES FINANCIAL COMPANIES LLLP	$3.8M	75,274	Added
17	Savant Capital, LLC	$3.3M	66,480	Added
18	Cetera Investment Advisers	$3.2M	64,186	Added
19	Merkkuri Wealth Advisors LLC	$3.0M	60,605	New
20	OLD MISSION CAPITAL LLC	$2.8M	55,133	New
21	KESTRA PRIVATE WEALTH SERVICES, LLC	$2.7M	53,614	Added
22	Fidelis Wealth Advisors LLC	$2.5M	49,910	New
23	Focus Partners Wealth	$2.3M	45,572	Added
24	Koshinski Asset Management, Inc.	$2.2M	43,768	Added
25	B. Riley Wealth Advisors, Inc.	$2.2M	42,931	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30