Fidelity Total Bond ETFFBNDETF

13F holders, Q1 2024 (March 31)
466holders
3famous investors
$46.02avg. 13F price*

At the end of Q1 2024, 466 institutions reported holding Fidelity Total Bond ETF (FBND) in their 13F filings. The largest holders were FMR LLC ($573.0M), Bank of America Corp. ($397.3M) and Country Trust Bank ($239.6M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Fidelity Total Bond ETF
CUSIP
316188309
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 466Q1 2024Q2 2024: 478Q2 2024Q3 2024: 526Q3 2024Q4 2024: 602Q4 2024Q1 2025: 621Q1 2025Q2 2025: 626Q2 2025Q3 2025: 658Q3 2025Q4 2025: 731Q4 2025Q1 2026: 757Q1 2026Q2 2026: 795Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions75$239.4M
Exits24$11.9M

Ownership 466 holders

FMR LLC 0.04% Add +10.4% 12,645,210 $573.0M
Bank of America Corp. 0.04% Add +22.1% 8,767,804 $397.3M
Country Trust Bank 6.21% Add +20.6% 5,287,872 $239.6M
RFG Advisory, LLC 5.52% Add +44.0% 3,578,128 $162.1M
JPMorgan Chase & Co. 0.01% Add +13.2% 3,403,654 $154.2M
UBS Group AG 0.05% Add +27.3% 3,105,962 $140.7M
Envestnet Asset Management Inc. 0.05% Add +13.3% 2,998,675 $135.9M
Osaic Holdings, Inc. 0.29% Reduce -9.0% 2,841,164 $128.8M
Morgan Stanley 0.01% Add +45.8% 2,809,990 $127.3M
Legacy Wealth Management, LLC 9.38% Add +3.8% 2,808,495 $127.3M
Spire Wealth Management 2.26% Add +1.9% 601,099 $122.9M
Sequoia Financial Advisors, LLC 1.37% Add +11.3% 2,437,462 $110.4M
Raymond James Financial Services Advisors, Inc. 0.16% Add +44.7% 2,333,512 $105.7M
Blue Chip Partners, LLC 9.81% Add +6.2% 2,229,001 $101.0M
Kowal Investment Group, LLC 20.98% Add +2.5% 2,142,440 $97.1M
Forvis Mazars Wealth Advisors, LLC 2.46% Add +15.9% 2,136,692 $96.8M
LPL Financial LLC 0.05% Add +30.8% 1,918,664 $86.9M
Capital Analysts, LLC 3.72% Add +9.8% 1,756,682 $79.6M
Ritholtz Wealth Management 2.65% Reduce -3.5% 1,697,764 $76.9M
MML Investors Services, LLC 0.27% Add +13.9% 1,422,274 $64.4M
Commonwealth Equity Services, LLC 0.10% Reduce -10.2% 1,380,042 $62.5M
Bank of New York Mellon Corp 0.01% New 1,363,736 $61.8M
Kestra Advisory Services, LLC 0.41% Add +29.4% 1,338,674 $60.7M
Northwestern Mutual Wealth Management Co. 0.06% Add +40.4% 1,312,984 $59.5M
Octavia Wealth Advisors, LLC 8.50% Add +197.3% 1,264,258 $57.5M
Cetera Investment Advisers 0.13% Add +142.6% 1,208,483 $54.8M
Jane Street Group, LLC 0.06% Reduce -42.8% 1,045,548 $47.4M
Thrivent Financial for Lutherans 0.09% Add +51.5% 980,714 $44.4M
Cwm, LLC 0.20% Add +35.4% 925,487 $41.9M
Sunburst Financial Group, LLC 11.37% Reduce -1.7% 893,970 $40.2M
Raymond James & Associates 0.03% Add +8.1% 875,122 $39.7M
Harbor Group, Inc. 9.53% Add +5.4% 797,278 $36.1M
McGlone Suttner Wealth Management, Inc. 6.74% Add +3.8% 793,290 $35.9M
Wealthcare Advisory Partners LLC 1.14% Add +13.0% 767,774 $34.8M
Cambridge Investment Research Advisors, Inc. 0.13% Add +21.0% 758,971 $34.4M
Dynamic Advisor Solutions LLC 1.16% Add +12.5% 755,003 $34.2M
Sherrill & Hutchins Financial Advisory, Inc 30.74% Add +2.4% 745,072 $33.8M
HUB Investment Partners, LLC 1.82% Add +94.3% 726,750 $32.9M
Creative Financial Designs Inc. 3.04% Add +5.9% 708,280 $32.1M
Vicus Capital 2.87% Add +5.0% 694,769 $31.5M
Pallas Capital Advisors LLC 1.21% New 639,612 $29.0M
WestHill Financial Advisors, Inc. 6.91% Add +7.4% 620,039 $28.1M
HighTower Advisors, LLC 0.05% Add +18.2% 612,443 $27.8M
Shorepoint Capital Partners LLC 6.76% New 610,314 $27.7M
W.G. Shaheen & Associates DBA Whitney & Co 3.07% Add +5.3% 568,359 $25.8M
Goodwin Investment Advisory 12.01% Add +4.7% 562,032 $25.5M
Navalign, LLC 8.37% Add +21.6% 557,356 $25.3M
Mascoma Wealth Management LLC 7.14% Add +33.5% 553,988 $25.1M
Brookstone Capital Management 0.45% Add +63.1% 550,275 $24.9M
CPA Asset Management Group, LLC 13.86% Add +4.1% 546,536 $24.8M
Shakespeare Wealth Management, LLC 7.09% Add +8.4% 539,640 $24.5M
Wealth Alliance Advisory Group, LLC 5.61% Add +8.3% 533,825 $24.2M
Regimen Wealth, LLC 8.27% Add +4.0% 526,162 $23.8M
Drake & Associates, LLC 8.52% Add +6.7% 514,130 $23.3M
Presidio Capital Management, LLC 16.71% Add +0.6% 505,921 $22.9M
Focus Partners Wealth 0.18% Reduce -24.4% 482,892 $21.9M
Gratus Capital, LLC 1.01% Add +6.6% 481,149 $21.8M
Weatherly Asset Management L. P. 2.09% Add +16.8% 474,635 $21.6M
Vantage Financial Partners Ltd., Inc. 5.59% Add +22.3% 473,530 $21.5M
Mercer Global Advisors Inc. 0.06% Add +17.6% 465,016 $21.0M
Coyle Financial Counsel LLC 7.47% Add +4.2% 460,789 $20.9M
TruWealth Advisors, LLC 1.44% Add +5.9% 456,332 $20.7M
Fermata Advisors, LLC 4.61% Add +4003.4% 451,500 $20.5M
Valley National Advisers Inc. 3.03% Add +10.8% 442,735 $20.1M
Ameritas Advisory Services, LLC 0.83% Add +76.6% 445,178 $20.1M
Retirement Planning Group, LLC 1.53% Add +4.1% 441,069 $20.0M
Power Wealth Management LLC 12.39% Add +17.5% 435,933 $19.8M
Wealthspire Retirement, LLC 1.67% Add +15.3% 427,645 $19.4M
WBH Advisory Inc. 1.97% Add +20.8% 422,493 $19.1M
Compass Ion Advisors, LLC 2.70% Add +4.2% 413,958 $18.8M
Atria Wealth Solutions, Inc. 0.21% Add +2.4% 409,035 $18.6M
Main Street Financial Solutions, LLC 1.98% Add +13.5% 408,916 $18.5M
Correct Capital Wealth Management 4.27% Add +16.5% 408,447 $18.5M
Beta Wealth Group, Inc. 8.94% Add +16.0% 405,572 $18.4M
Baird Financial Group, Inc. 0.04% Reduce -29.2% 381,605 $17.3M
Avantax Advisory Services, Inc. 0.15% Add +14.1% 381,542 $17.3M
Baker Boyer National Bank 5.79% Add +7.9% 371,226 $16.8M
Arden Trust Co 2.34% New 370,872 $16.8M
DeDora Capital, Inc. 5.29% Add +13.7% 366,928 $16.6M
Corient Private Wealth LP 0.03% Reduce -3.0% 366,701 $16.6M
Financial & Tax Architects, LLC 4.56% Add +23.3% 365,913 $16.6M
Edmonds Duncan Registered Investment Advisors, LLC 4.03% Add +7.1% 354,931 $16.1M
Rooted Wealth Advisors, Inc. 7.84% Add +12.9% 354,144 $15.9M
Aspiriant, LLC 0.64% Add +7.4% 342,410 $15.5M
John W. Brooker & Co., CPAs 8.32% Add +13.4% 341,950 $15.5M
Founders Financial Securities LLC 1.60% Reduce -13.4% 336,815 $15.3M
Wealth Management Resources, Inc. 4.27% Add +6.5% 336,281 $15.2M
EnRich Financial Partners LLC 5.70% Add +3.7% 336,014 $15.2M
Occidental Asset Management, LLC 2.80% Reduce -2.6% 330,766 $15.0M
Triad Wealth Partners, LLC 11.43% — 328,748 $14.9M
Advisor OS, LLC 1.69% Add +108.5% 324,637 $14.7M
Horizon Investments, LLC 0.37% Reduce -15.6% 316,099 $14.3M
Sentinel Pension Advisors, LLC 2.99% Add +33.0% 308,324 $14.0M
Citadel Advisors 0.01% New 304,725 $13.8M
Riverpoint Wealth Management Holdings, LLC 3.75% Add +7.2% 297,662 $13.5M
Global Retirement Partners, LLC 0.50% Add +3681.2% 294,368 $13.3M
Royal Bank of Canada 0.00% Add +28.4% 292,088 $13.2M
Unique Wealth Strategies, LLC 6.32% New 284,659 $12.9M
Kickstand Ventures, Llc. 3.46% Add +8.3% 269,933 $12.2M
IAM Advisory, LLC 3.34% Reduce -0.9% 269,182 $12.2M

"% of holder's portfolio" is FBND's weight in each manager's 13F, not the share of Fidelity Total Bond ETF the manager owns.

Show all 466 holders