Fidelity Total Bond ETFFBNDETF
13F holders, Q2 2024 (June 30)478holders +12
46new positions
38sold out
4famous investors
$44.90avg. 13F price*
At the end of Q2 2024, 478 institutions reported holding Fidelity Total Bond ETF (FBND) in their 13F filings, up 12 from Q1 2024. 46 opened new positions and 38 sold out. The largest holders were Morgan Stanley ($1.1B), FMR LLC ($554.3M) and Bank of America Corp. ($425.4M). 4 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Fidelity Total Bond ETF
- CUSIP
- 316188309
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $196.5M |
| Exits | 38 | $79.3M |
All 13F filers, Q1 2024 → Q2 2024: 45,557,136 shares bought and 6,695,036 shares sold, net +38,862,100 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 478 holders
| Morgan Stanley | 0.08% | Add +735.1% | 23,467,590 | $1.1B |
| FMR LLC | 0.04% | Reduce -2.4% | 12,336,337 | $554.3M |
| Bank of America Corp. | 0.04% | Add +8.0% | 9,467,830 | $425.4M |
| Country Trust Bank | 6.76% | Add +12.7% | 5,960,744 | $267.8M |
| JPMorgan Chase & Co. | 0.02% | Add +36.6% | 4,649,367 | $208.9M |
| UBS Group AG | 0.06% | Add +44.9% | 4,501,079 | $202.2M |
| Envestnet Asset Management Inc. | 0.06% | Add +27.5% | 3,824,123 | $171.8M |
| RFG Advisory, LLC | 5.40% | Add +3.1% | 3,689,608 | $165.8M |
| Legacy Wealth Management, LLC | 9.35% | Add +2.4% | 2,874,451 | $129.1M |
| Osaic Holdings, Inc. | 0.27% | Reduce -10.3% | 2,548,461 | $114.5M |
| Kestra Advisory Services, LLC | 0.60% | Add +82.3% | 2,440,628 | $106.5M |
| Blue Chip Partners, LLC | 9.81% | Add +6.0% | 2,362,836 | $106.2M |
| Forvis Mazars Wealth Advisors, LLC | 2.62% | Add +9.4% | 2,338,291 | $105.1M |
| LPL Financial LLC | 0.05% | Add +13.8% | 2,183,502 | $98.1M |
| Kowal Investment Group, LLC | 18.71% | Reduce -2.6% | 2,086,273 | $93.7M |
| Raymond James Financial Services Advisors, Inc. | 0.13% | Reduce -15.4% | 1,974,562 | $88.7M |
| Capital Analysts, LLC | 3.62% | Add +3.6% | 1,820,211 | $81.8M |
| Commonwealth Equity Services, LLC | 0.12% | Add +23.9% | 1,709,304 | $76.8M |
| Ritholtz Wealth Management | 2.51% | Reduce -0.3% | 1,693,426 | $76.1M |
| Cetera Investment Advisers | 0.16% | Add +31.7% | 1,591,785 | $71.5M |
| MML Investors Services, LLC | 0.28% | Add +6.7% | 1,517,942 | $68.2M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +14.2% | 1,499,133 | $67.4M |
| Bank of New York Mellon Corp | 0.01% | Add +3.5% | 1,411,051 | $63.4M |
| Octavia Wealth Advisors, LLC | 7.94% | Add +2.2% | 1,292,540 | $58.3M |
| Summit Financial Strategies, Inc. | 7.24% | Add +4346.0% | 1,295,739 | $58.2M |
| Focus Partners Wealth | 0.20% | Add +166.7% | 1,287,892 | $57.9M |
| Raymond James & Associates | 0.04% | Add +35.9% | 1,188,994 | $53.4M |
| Thrivent Financial for Lutherans | 0.11% | Add +18.9% | 1,166,291 | $52.4M |
| TruWealth Advisors, LLC | 3.45% | Add +153.0% | 1,154,538 | $51.9M |
| Dynasty Wealth Management, LLC | 1.45% | New | 1,094,805 | $49.2M |
| Falcon Wealth Planning | 5.97% | Add +466.4% | 1,023,679 | $46.0M |
| Cwm, LLC | 0.21% | Add +8.1% | 1,000,731 | $45.0M |
| Quotient Wealth Partners, LLC | 1.55% | New | 985,763 | $44.3M |
| Royal Bank of Canada | 0.01% | Add +220.0% | 934,795 | $42.0M |
| Dynamic Advisor Solutions LLC | 1.31% | Add +22.5% | 925,156 | $41.6M |
| Sunburst Financial Group, LLC | 10.73% | Reduce -1.5% | 880,360 | $39.6M |
| Harbor Group, Inc. | 9.58% | Add +4.4% | 832,360 | $37.4M |
| HUB Investment Partners, LLC | 1.79% | Add +13.4% | 823,879 | $37.0M |
| Wealthcare Advisory Partners LLC | 1.13% | Add +5.3% | 808,400 | $36.3M |
| McGlone Suttner Wealth Management, Inc. | 7.23% | Reduce -3.7% | 764,037 | $35.2M |
| Sherrill & Hutchins Financial Advisory, Inc | 31.73% | Add +5.1% | 782,785 | $35.2M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Add +2.2% | 775,736 | $34.9M |
| Creative Financial Designs Inc. | 3.07% | Add +8.2% | 766,569 | $34.4M |
| Edmonds Duncan Registered Investment Advisors, LLC | 7.63% | Add +96.4% | 697,121 | $31.3M |
| Vicus Capital | 2.75% | Reduce -2.7% | 675,787 | $30.4M |
| Pallas Capital Advisors LLC | 1.34% | Add +2.2% | 653,408 | $29.8M |
| HighTower Advisors, LLC | 0.04% | Add +4.0% | 636,844 | $28.6M |
| Shorepoint Capital Partners LLC | 6.69% | Add +4.0% | 634,606 | $28.5M |
| WestHill Financial Advisors, Inc. | 6.84% | Add +1.2% | 627,321 | $28.2M |
| Goodwin Investment Advisory | 12.79% | Add +10.3% | 620,161 | $27.9M |
| Brookstone Capital Management | 0.45% | Add +8.8% | 599,001 | $27.4M |
| Navalign, LLC | 8.63% | Add +9.1% | 608,296 | $27.3M |
| Mascoma Wealth Management LLC | 7.13% | Add +8.0% | 598,043 | $26.9M |
| W.G. Shaheen & Associates DBA Whitney & Co | 3.04% | Add +3.5% | 588,221 | $26.4M |
| Spire Wealth Management | 0.92% | Reduce -3.1% | 582,255 | $26.1M |
| Correct Capital Wealth Management | 6.03% | Add +40.6% | 574,159 | $25.8M |
| Shakespeare Wealth Management, LLC | 7.45% | Add +6.4% | 574,057 | $25.8M |
| Sequoia Financial Advisors, LLC | 0.31% | Reduce -76.6% | 570,014 | $25.6M |
| CPA Asset Management Group, LLC | 13.44% | Add +2.2% | 558,648 | $25.1M |
| Ameritas Advisory Services, LLC | 0.94% | Add +24.8% | 555,675 | $25.0M |
| Wealth Alliance Advisory Group, LLC | 5.60% | Add +3.6% | 553,005 | $24.8M |
| Power Wealth Management LLC | 11.87% | Add +26.8% | 552,753 | $24.8M |
| Weatherly Asset Management L. P. | 2.25% | Add +14.9% | 545,296 | $24.6M |
| Drake & Associates, LLC | 8.60% | Add +4.0% | 534,759 | $24.0M |
| Brass Tax Wealth Management, Inc. | 4.70% | New | 534,759 | $24.0M |
| Regimen Wealth, LLC | 8.26% | Add +1.5% | 534,076 | $24.0M |
| Presidio Capital Management, LLC | 16.72% | Add +5.2% | 532,250 | $23.9M |
| Rehmann Capital Advisory Group | 1.68% | Add +3421.8% | 523,305 | $23.5M |
| Nicolet Advisory Services, LLC | 2.18% | New | 503,130 | $22.8M |
| Vantage Financial Partners Ltd., Inc. | 5.57% | Add +5.3% | 498,652 | $22.4M |
| Gratus Capital, LLC | 0.89% | Add +2.5% | 493,092 | $22.2M |
| Sard Wealth Management Group, LLC | 15.25% | Add +290.7% | 483,369 | $21.7M |
| Lineweaver Wealth Advisors, LLC | 4.47% | Add +214.9% | 480,319 | $21.6M |
| Retirement Planning Group, LLC | 1.33% | Add +5.6% | 465,791 | $20.9M |
| Coyle Financial Counsel LLC | 7.47% | No change | 460,789 | $20.9M |
| Valley National Advisers Inc. | 2.99% | Add +1.4% | 448,913 | $20.2M |
| Wealthspire Retirement, LLC | 1.69% | Add +4.8% | 448,096 | $20.1M |
| WBH Advisory Inc. | 2.02% | Add +5.0% | 443,613 | $19.9M |
| Main Street Financial Solutions, LLC | 1.87% | Add +8.2% | 442,466 | $19.9M |
| Avantax Advisory Services, Inc. | 0.14% | Add +15.9% | 442,227 | $19.9M |
| Kestra Investment Management, LLC | 1.33% | — | 436,111 | $19.6M |
| Beta Wealth Group, Inc. | 9.17% | Add +6.2% | 430,612 | $19.3M |
| Jane Street Group, LLC | 0.02% | Reduce -59.0% | 429,155 | $19.3M |
| Compass Ion Advisors, LLC | 2.70% | Add +0.8% | 417,091 | $18.9M |
| Sax Wealth Advisors, LLC | 1.78% | Add +637.0% | 415,476 | $18.7M |
| Wealth Management Resources, Inc. | 7.92% | Add +22.1% | 410,591 | $18.4M |
| Pension & Wealth Management Advisors, Inc. | 10.37% | Add +329.3% | 402,214 | $18.1M |
| Rooted Wealth Advisors, Inc. | 7.77% | Add +9.2% | 386,632 | $17.6M |
| Baker Boyer National Bank | 6.14% | Add +5.3% | 390,900 | $17.6M |
| DeDora Capital, Inc. | 5.37% | Add +6.1% | 389,194 | $17.5M |
| NewEdge Advisors, LLC | 0.13% | Add +200.7% | 389,094 | $17.5M |
| Aspiriant, LLC | 0.70% | Add +11.9% | 383,069 | $17.2M |
| McKinley Carter Wealth Services, Inc. | 1.09% | New | 380,195 | $17.1M |
| Triad Wealth Partners, LLC | 8.95% | Add +15.6% | 379,913 | $17.1M |
| Arden Trust Co | 2.37% | Add +1.8% | 377,681 | $17.0M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -18.8% | 377,484 | $17.0M |
| Global Retirement Partners, LLC | 0.53% | Add +27.0% | 373,976 | $16.8M |
| Corient Private Wealth LP | 0.03% | Add +0.4% | 368,203 | $16.6M |
| Baird Financial Group, Inc. | 0.03% | Reduce -2.9% | 370,415 | $16.6M |
| Gotham Asset Management | 0.21% | Add +620.6% | 360,764 | $16.2M |
"% of holder's portfolio" is FBND's weight in each manager's 13F, not the share of Fidelity Total Bond ETF the manager owns.