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 |
| EnRich Financial Partners LLC | 5.86% | Add +5.8% | 355,405 | $16.0M |
| Founders Financial Securities LLC | 1.50% | Add +4.8% | 352,826 | $15.9M |
| John W. Brooker & Co., CPAs | 7.81% | Add +1.4% | 346,817 | $15.6M |
| Advisor OS, LLC | 1.66% | Add +3.9% | 337,156 | $15.1M |
| Riverpoint Wealth Management Holdings, LLC | 4.17% | Add +12.4% | 334,456 | $15.0M |
| Occidental Asset Management, LLC | 2.58% | Reduce -1.2% | 326,753 | $14.7M |
| Horizon Investments, LLC | 0.41% | Add +3.8% | 327,969 | $14.7M |
| Kickstand Ventures, Llc. | 3.71% | Add +11.8% | 301,701 | $13.6M |
| Oppenheimer & Co. Inc. | 0.21% | Add +15.7% | 297,625 | $13.4M |
| Capital Wealth Management, LLC | 5.95% | Add +8.9% | 289,296 | $13.0M |
| Harbour Investments, Inc. | 0.44% | Add +23.5% | 287,684 | $12.9M |
| Unique Wealth Strategies, LLC | 6.04% | No change | 284,659 | $12.9M |
| Citadel Advisors | 0.01% | Reduce -6.7% | 284,339 | $12.8M |
| Atria Wealth Solutions, Inc. | 0.14% | Reduce -31.3% | 280,899 | $12.7M |
| Sentinel Pension Advisors, LLC | 2.62% | Reduce -8.9% | 280,783 | $12.6M |
| Bridgewealth Advisory Group, LLC | 5.57% | Add +41.2% | 279,836 | $12.6M |
| Susquehanna International Group, LLP | 0.02% | Add +2296.1% | 278,262 | $12.5M |
| Hunter Associates Investment Management LLC | 2.06% | Add +26.1% | 272,371 | $12.2M |
| Destiny Capital Corp | 8.31% | Add +7.4% | 270,661 | $12.2M |
| Certified Advisory Corp | 1.51% | Add +5.0% | 268,452 | $12.1M |
| Resolute Wealth Strategies, LLC | 6.90% | Add +1.2% | 266,424 | $12.0M |
| Baker Ellis Asset Management LLC | 1.76% | Add +0.6% | 260,364 | $11.7M |
| Pasadena Private Wealth, LLC | 2.68% | Add +10.4% | 258,205 | $11.6M |
| Mariner, LLC | 0.02% | Add +7.7% | 254,076 | $11.4M |
| Arete Wealth Advisors, LLC | 0.93% | Add +99.9% | 251,282 | $11.3M |
| Vestmark Advisory Solutions, Inc. | 0.45% | Add +25.7% | 241,084 | $10.8M |
| Summit X, LLC | 2.38% | Add +4.2% | 235,779 | $10.6M |
| Integrated Wealth Concepts LLC | 0.14% | Add +39.6% | 231,895 | $10.4M |
| Physician Wealth Advisors, Inc. | 1.92% | Add +8.5% | 227,733 | $10.4M |
| Steph & Co. | 3.51% | Add +13.5% | 229,054 | $10.3M |
| WealthCare Investment Partners, LLC | 4.77% | Add +3.8% | 228,526 | $10.3M |
| LPF Advisors LLC | 9.40% | Add +3.4% | 226,812 | $10.2M |
| Allworth Financial LP | 0.07% | Reduce -6.2% | 223,509 | $10.2M |
| MJP Associates Inc. | 2.10% | Add +4.6% | 224,844 | $10.1M |
| tru Independence LLC | 2.92% | Add +15.3% | 214,983 | $9.7M |
| Buttonwood Financial Advisors Inc. | 4.54% | Add +14.4% | 214,030 | $9.6M |
| Investment Planning Advisors, Inc. | 4.85% | — | 211,747 | $9.5M |
| Members Wealth LLC | 6.35% | — | 208,418 | $9.5M |
| Truist Financial Corp. | 0.01% | Reduce -22.3% | 205,861 | $9.2M |
| Souders Financial Advisors | 1.39% | Add +6.4% | 205,284 | $9.2M |
| Allegheny Financial Group | 2.63% | Add +8.0% | 204,107 | $9.2M |
| CMG Global Holdings, LLC | 6.01% | Add +21.6% | 202,134 | $9.1M |
| PFG Advisors | 0.59% | Add +119.3% | 194,090 | $8.7M |
| Goldstone Financial Group, LLC | 1.70% | Reduce -16.3% | 188,716 | $8.5M |
| KFA Private Wealth Group, LLC | 4.38% | Add +440.6% | 188,118 | $8.5M |
| Private Advisor Group, LLC | 0.06% | Add +83.7% | 187,699 | $8.4M |
| Keystone Wealth Services, LLC | 2.61% | Add +2.4% | 186,347 | $8.4M |
| Centaurus Financial, Inc. | 0.55% | Add +8.7% | 183,196 | $8.2M |
| Opes Wealth Management LLC | 1.71% | Add +3.2% | 182,234 | $8.2M |
| USAdvisors Wealth Management, LLC | 2.87% | Add +4.2% | 181,654 | $8.2M |
| Foundations Investment Advisors, LLC | 0.20% | Add +39.9% | 180,696 | $8.1M |
| Atria Investments, Inc | 0.10% | Add +4.4% | 177,514 | $8.0M |
| Watchman Group, Inc. | 2.49% | Add +4.4% | 173,745 | $7.8M |
| Valmark Advisers, Inc. | 0.13% | Reduce -11.1% | 173,382 | $7.8M |
| Mayfair Advisory Group, LLC | 5.24% | Add +2.8% | 169,644 | $7.7M |
| Linscomb Wealth, Inc. | 0.40% | Add +5.8% | 169,886 | $7.6M |
| Parcion Private Wealth LLC | 0.66% | Add +6.7% | 161,570 | $7.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -7.7% | 159,805 | $7.2M |
| New Insight Wealth Advisors | 4.20% | Add +21.0% | 158,894 | $7.1M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +14.6% | 157,920 | $7.1M |
| Insight Wealth Partners, LLC | 4.52% | Add +2.6% | 155,072 | $7.0M |
| Cornerstone Wealth Management, LLC | 0.53% | Add +3.4% | 153,933 | $6.9M |
| Diversify Wealth Management, LLC | 0.85% | — | 147,084 | $6.8M |
| World Investment Advisors | 0.42% | Add +12.6% | 149,728 | $6.7M |
| Sachetta, LLC | 2.90% | Add +83.2% | 146,409 | $6.7M |
| Baker Avenue Asset Management, LP | 0.23% | Add +6.8% | 147,653 | $6.6M |
| Kestra Private Wealth Services, LLC | 0.13% | Add +42.2% | 144,028 | $6.5M |
| Courier Capital LLC | 0.51% | Add +309.8% | 143,904 | $6.5M |
| Valley Financial Group, Inc. | 4.64% | Add +5.0% | 140,491 | $6.3M |
| Sigma Planning Corp | 0.20% | Reduce -0.8% | 140,178 | $6.3M |
| Primoris Wealth Advisors, LLC | 5.03% | Add +1.4% | 139,983 | $6.3M |
| Parallel Advisors, LLC | 0.16% | Add +2021.5% | 137,492 | $6.2M |
| Schneider Downs Wealth Management Advisors, LP | 1.36% | New | 135,652 | $6.1M |
| Schmidt P J Investment Management Inc. | 1.10% | Add +11.2% | 134,040 | $6.0M |
| Onyx Bridge Wealth Group LLC | 0.93% | Add +51.5% | 126,419 | $5.7M |
| CMH Wealth Management LLC | 1.38% | Reduce -1.3% | 123,963 | $5.6M |
| Allen Capital Group, LLC | 0.79% | Reduce -4.4% | 124,300 | $5.6M |
| Hofer & Associates. Inc | 4.24% | Add +2.0% | 121,602 | $5.5M |
| Fermata Advisors, LLC | 1.24% | Reduce -73.4% | 120,101 | $5.4M |
| Masso Torrence Wealth Management Inc. | 2.92% | Add +6.5% | 117,198 | $5.3M |
| Advisory Services Network, LLC | 0.11% | Add +24.1% | 117,168 | $5.3M |
| Lokken Investment Group LLC | 2.47% | Add +14.8% | 117,115 | $5.3M |
| OLIO Financial Planning | 2.18% | No change | 111,897 | $5.2M |
| Dentgroup LLC | 4.13% | New | 114,136 | $5.1M |
| Janney Montgomery Scott LLC | 0.02% | Add +2.8% | 112,154 | $5.0M |
| Spinnaker Trust | 0.32% | Add +2.9% | 111,403 | $5.0M |
| Williams & Novak, LLC | 4.64% | Add +272.5% | 110,923 | $5.0M |
| Sowell Financial Services LLC | 0.23% | Reduce -10.2% | 108,467 | $4.9M |
| Comerica Bank | 0.02% | Add +168.3% | 107,299 | $4.8M |
| Lincoln Capital Corp. | 2.07% | Add +7.7% | 107,207 | $4.8M |
| WNY Asset Management, LLC | 0.63% | Add +21.7% | 106,552 | $4.8M |
| LongView Wealth Management | 1.73% | Add +4.2% | 104,524 | $4.7M |
| OmniStar Financial Group, Inc. | 4.06% | Add +10.9% | 99,888 | $4.5M |
| TD Waterhouse Canada Inc. | 0.04% | Reduce -4.1% | 100,449 | $4.5M |
| Avidian Wealth Enterprises, LLC | 0.21% | Add +11.8% | 98,769 | $4.4M |
| Madison Wealth Partners, Inc | 1.52% | Add +9.0% | 98,658 | $4.4M |
| Waverly Advisors, LLC | 0.09% | Add +17.9% | 96,600 | $4.3M |
| Prime Capital Investment Advisors, LLC | 0.06% | New | 95,758 | $4.3M |
| Equitable Holdings, Inc. | 0.04% | Add +21.7% | 94,421 | $4.2M |
| TD Capital Management LLC | 0.44% | Add +26.8% | 94,024 | $4.2M |
| Merkkuri Wealth Advisors LLC | 3.68% | — | 89,054 | $4.0M |
| Paragon Advisors, LLC | 1.41% | Add +8.9% | 85,983 | $3.9M |
| Mather Group, Llc. | 0.05% | Add +4.7% | 83,510 | $3.8M |
| Visionary Wealth Advisors | 0.24% | Reduce -3.9% | 83,321 | $3.7M |
| Red Mountain Financial, LLC | 4.35% | — | 80,308 | $3.6M |
| Flagship Harbor Advisors, LLC | 0.22% | Reduce -1.4% | 79,699 | $3.6M |
| Captrust Financial Advisors | 0.01% | Reduce -14.9% | 79,372 | $3.6M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +9.4% | 79,256 | $3.6M |
| Orion Portfolio Solutions, LLC | 0.04% | Add +9.4% | 79,256 | $3.6M |
| Soltis Investment Advisors LLC | 0.38% | Add +0.2% | 78,938 | $3.5M |
| Maple Capital Management, Inc. | 0.29% | New | 78,363 | $3.5M |
| Silver Oak Securities, Incorporated | 0.52% | Add +0.1% | 77,399 | $3.5M |
| Slagle Financial, LLC | 1.75% | Add +3.9% | 75,814 | $3.4M |
| Clarity Wealth Advisors, LLC | 1.10% | Add +7.8% | 75,402 | $3.4M |
| Prosperity Consulting Group, LLC | 0.46% | Add +2.0% | 75,153 | $3.4M |
| Creative Planning | 0.00% | Add +3.3% | 75,020 | $3.4M |
| Anchor Capital Advisors LLC | 0.09% | Reduce -0.4% | 74,893 | $3.4M |
| Powell Investment Advisors, LLC | 1.74% | Reduce -11.1% | 74,310 | $3.4M |
| Family Capital Management, Inc. | 2.27% | Reduce -3.9% | 74,144 | $3.3M |
| Strategic Blueprint, LLC | 0.22% | Add +10.6% | 73,287 | $3.3M |
| Carnegie Investment Counsel | 0.10% | Reduce -2.3% | 72,614 | $3.3M |
| Clear Investment Research, LLC | 4.19% | Add +8.6% | 71,464 | $3.2M |
| Cozad Asset Management Inc. | 0.31% | Add +2.2% | 68,108 | $3.1M |
| D.A. Davidson & Co. | 0.03% | Add +11.8% | 68,028 | $3.1M |
| Cyndeo Wealth Partners, LLC | 0.24% | New | 67,452 | $3.0M |
| ABLE Financial Group, LLC | 1.09% | Add +25.0% | 67,315 | $3.0M |
| Horizon Investment Services, LLC | 1.42% | Add +9.9% | 67,155 | $3.0M |
| Crumly & Associates Inc. | 0.86% | Add +6.9% | 66,224 | $3.0M |
| Focus Partners Advisor Solutions, LLC | 0.08% | Reduce -2.8% | 65,921 | $3.0M |
| Essex Financial Services, Inc. | 0.22% | Add +216.0% | 64,203 | $2.9M |
| Peapack Gladstone Financial Corp. | 0.04% | Add +25.3% | 64,830 | $2.9M |
| AdvisorNet Financial, Inc | 0.26% | Add +1.1% | 62,696 | $2.8M |
| Stifel Financial Corp. | 0.00% | Add +21.5% | 62,207 | $2.8M |
| Opal Wealth Advisors, LLC | 0.88% | Add +8.2% | 61,164 | $2.7M |
| &partners | 0.12% | Add +7.8% | 60,953 | $2.7M |
| Renaissance Technologies | 0.00% | New | 59,797 | $2.7M |
| SilverOak Wealth Management LLC | 0.63% | Add +4.7% | 58,803 | $2.6M |
| Shore Point Advisors, LLC | 1.49% | Reduce -34.4% | 58,264 | $2.6M |
| Leelyn Smith, LLC | 0.51% | Reduce -7.3% | 58,253 | $2.6M |
| First United Bank & Trust | 0.97% | Add +2.6% | 58,142 | $2.6M |
| Rwa Wealth Partners, LLC | 0.03% | Reduce -27.2% | 56,403 | $2.5M |
| IFP Advisors, Inc | 0.10% | Add +166.9% | 56,178 | $2.5M |
| Ausdal Financial Partners, Inc. | 0.27% | Add +50.9% | 55,877 | $2.5M |
| Gladstone Institutional Advisory LLC | 0.13% | Add +2.7% | 55,518 | $2.5M |
| Essex Private Wealth Management, LLC | 6.22% | Add +11.3% | 54,440 | $2.4M |
| Canvas Wealth Advisors, LLC | 0.75% | Add +13.3% | 53,614 | $2.4M |
| Legacy Financial Advisors, Inc. | 0.42% | Reduce -0.2% | 52,593 | $2.4M |
| Brown Advisory Inc. | 0.00% | No change | 52,330 | $2.4M |
| Forthright Family Wealth Advisory LLC | 1.51% | Reduce -16.1% | 52,095 | $2.3M |
| Magnolia Capital Advisors LLC | 1.30% | New | 51,849 | $2.3M |
| Quadrant Capital Group LLC | 0.17% | Add +29.9% | 49,641 | $2.2M |
| RDA Financial Network | 0.73% | Add +2.7% | 49,224 | $2.2M |
| IRON Financial LLC | 1.22% | Reduce -2.8% | 48,525 | $2.2M |
| Agilis Partners LLC | 0.65% | No change | 47,727 | $2.1M |
| Bangor Savings Bank | 0.21% | No change | 47,727 | $2.1M |
| Quad-Cities Investment Group, LLC | 1.19% | Add +15.3% | 47,629 | $2.1M |
| Cardinal Point Capital Management ULC | 0.37% | Reduce -15.6% | 47,245 | $2.1M |
| Capital Asset Advisory Services LLC | 0.11% | Add +11.8% | 46,630 | $2.1M |
| Axxcess Wealth Management, LLC | 0.06% | Add +11.2% | 46,429 | $2.1M |
| Capital Planning LLC | 0.61% | Add +0.9% | 45,501 | $2.1M |
| Interchange Capital Partners, LLC | 0.74% | Add +31.2% | 44,556 | $2.0M |
| Stratos Wealth Advisors, LLC | 0.10% | Add +0.4% | 43,120 | $1.9M |
| Ashton Thomas Private Wealth, LLC | 0.11% | Add +139.1% | 43,091 | $1.9M |
| Roof Eidam Maycock Peralta, LLC | 0.52% | Reduce -0.1% | 42,806 | $1.9M |
| Galvin, Gaustad & Stein, LLC | 0.18% | Add +3.4% | 42,206 | $1.9M |
| Cornerstone Wealth Group, LLC | 0.17% | Add +2.8% | 41,534 | $1.9M |
| Financial Synergies Wealth Advisors, Inc. | 0.25% | Add +5.7% | 41,528 | $1.9M |
| GeoWealth Management, LLC | 0.08% | Reduce -0.7% | 41,236 | $1.9M |
| Betterment LLC | 0.00% | Add +399.7% | 39,833 | $1.8M |
| Rockefeller Capital Management L.P. | 0.01% | Add +68.3% | 38,811 | $1.7M |
| Cassady Schiller Wealth Management, LLC | 0.70% | Reduce -14.1% | 38,164 | $1.7M |
| Twin Peaks Wealth Advisors, LLC | 0.81% | Reduce -2.9% | 36,318 | $1.6M |
| Waterfront Wealth Inc. | 0.44% | Add +40.7% | 35,994 | $1.6M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +200.3% | 35,952 | $1.6M |
| Berger Financial Group, Inc | 0.13% | Reduce -3.1% | 35,502 | $1.6M |
| Northwest Capital Management Inc | 0.57% | Reduce -1.2% | 35,080 | $1.6M |
| Traynor Capital Management, Inc. | 0.13% | Add +3.2% | 33,946 | $1.5M |
| Chesley Taft & Associates LLC | 0.08% | Add +3.9% | 33,750 | $1.5M |
| Lake Street Advisors Group, LLC | 0.07% | Add +0.2% | 33,333 | $1.5M |
| Defined Wealth Management, LLC | 1.04% | New | 33,209 | $1.5M |
| Jones Financial Companies LLLP | 0.00% | Add +511.4% | 33,163 | $1.5M |
| Mutual Advisors, LLC | 0.04% | Add +8.3% | 32,465 | $1.5M |
| Professional Financial Advisors, LLC | 0.41% | Add +1.8% | 32,979 | $1.5M |
| Barry Investment Advisors, LLC | 0.49% | Add +49.1% | 32,025 | $1.4M |
| Kuhn & Co Investment Counsel | 1.26% | Add +3.6% | 31,322 | $1.4M |
| Peterson Wealth Advisors, LLC | 0.29% | Reduce -2.0% | 31,150 | $1.4M |
| Warwick Investment Management, Inc. | 0.33% | Add +100.2% | 30,987 | $1.4M |
| Ancora Advisors LLC | 0.03% | Reduce -6.0% | 30,722 | $1.4M |
| Cedar Point Capital Partners, LLC | 0.98% | Reduce -7.3% | 29,082 | $1.3M |
| Investment Advisory Group, LLC | 0.50% | Add +41.8% | 28,696 | $1.3M |
| Smith, Moore & Co. | 0.13% | Add +16.4% | 28,449 | $1.3M |
| Valley Wealth Managers, Inc. | 0.10% | Add +8.0% | 27,113 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -15.2% | 26,532 | $1.2M |
| Wealthspan Partners, LLC | 0.65% | Add +44.7% | 26,219 | $1.2M |
| CFO4Life Group, LLC | 0.22% | Reduce -4.9% | 26,100 | $1.2M |
| Thoroughbred Financial Services, LLC | 0.08% | Add +28.3% | 25,513 | $1.1M |
| CRA Financial Services, LLC | 0.23% | Add +254.7% | 25,464 | $1.1M |
| King Wealth Management Group | 0.18% | Reduce -7.1% | 24,565 | $1.1M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +4.9% | 24,369 | $1.1M |
| CreativeOne Wealth, LLC | 0.05% | Add +46.7% | 22,881 | $1.0M |
| Norris Perne & French LLP | 0.07% | Add +11.2% | 22,752 | $1.0M |
| Lazari Capital Management, Inc. | 0.46% | New | 22,681 | $1.0M |
| Chris Bulman Inc | 0.68% | — | 22,094 | $993K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.16% | Add +2.1% | 21,900 | $984K |
| Cosner Financial Group, LLC | 0.67% | Reduce -2.0% | 20,930 | $940K |
| AFS Financial Group, LLC | 12.40% | Reduce -77.3% | 20,621 | $927K |
| Financial Advocates Investment Management | 0.06% | Add +14.7% | 20,358 | $915K |
| Burns Matteson Capital Management, LLC | 0.57% | Reduce -21.9% | 20,174 | $906K |
| Eagle Rock Investment Company, LLC | 0.16% | Add +17.3% | 20,113 | $904K |
| Tritonpoint Wealth, LLC | 0.09% | New | 19,887 | $897K |
| InTrack Investment Management Inc | 0.63% | Add +20.4% | 19,830 | $891K |
| ERn Financial, LLC | 0.15% | Add +26.7% | 19,827 | $891K |
| Concourse Financial Group Securities, Inc. | 0.06% | Reduce -0.2% | 19,529 | $881K |
| Mosaic Financial Group, LLC | 0.62% | Add +337.1% | 19,357 | $870K |
| Camelot Portfolios, LLC | 0.49% | New | 19,323 | $868K |
| EWG Elevate Inc. | 0.32% | Add +25.0% | 19,229 | $864K |
| KFG Wealth Management, LLC | 0.34% | Add +24.9% | 19,059 | $856K |
| Gerber, LLC | 0.66% | Add +59.5% | 18,770 | $843K |
| Zacks Investment Management | 0.01% | Add +96.0% | 18,101 | $813K |
| Pittenger & Anderson Inc. | 0.03% | Reduce -3.6% | 17,923 | $805K |
| Assetmark, Inc. | 0.00% | Add +14.3% | 17,600 | $791K |
| Integrity Financial Corp | 0.49% | Add +248.2% | 17,390 | $781K |
| One Plus One Wealth Management, LLC | 0.44% | Add +3.4% | 17,098 | $768K |
| Hoxton Planning & Management, LLC | 0.34% | Reduce -3.2% | 16,228 | $729K |
| CGN Advisors LLC | 0.08% | Add +41.0% | 16,156 | $726K |
| Cornell Pochily Investment Advisors, Inc. | 0.27% | Reduce -4.0% | 15,785 | $709K |
| MontVue Capital Management, Inc. | 0.56% | Reduce -2.7% | 15,706 | $706K |
| Dupree Financial Group, LLC | 0.33% | New | 15,268 | $686K |
| AMG National Trust Bank | 0.02% | Add +3.5% | 15,228 | $684K |
| Park Avenue Securities LLC | 0.01% | Add +1.4% | 15,098 | $678K |
| Insight Wealth Strategies, LLC | 0.10% | Add +3.0% | 14,897 | $669K |
| Principal Securities, Inc. | 0.02% | Reduce -19.6% | 14,432 | $648K |
| Sanctuary Advisors, LLC | 0.00% | — | 14,649 | $646K |
| Bond & Devick Financial Network, Inc. | 0.34% | Add +0.7% | 14,067 | $632K |
| Breakwater Capital Group | 0.14% | Reduce -4.8% | 13,638 | $613K |
| Abbot Financial Management, Inc. | 0.33% | Reduce -45.4% | 13,603 | $611K |
| Focus Financial Network, Inc. | 0.03% | Reduce -3.1% | 13,298 | $608K |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -49.7% | 13,514 | $607K |
| Nations Financial Group Inc, /Ia/ | 0.05% | New | 13,452 | $604K |
| Regatta Capital Group, LLC | 0.13% | Reduce -10.5% | 13,409 | $602K |
| Compass Advisory Group LLC | 0.26% | Add +0.2% | 12,846 | $579K |
| Milestone Asset Management, LLC | 0.14% | Add +41.5% | 12,704 | $571K |
| MidAtlantic Capital Management, Inc. | 0.46% | Reduce -44.3% | 12,258 | $551K |
| Wheelhouse Advisory Group LLC | 0.39% | Reduce -2.0% | 12,269 | $550K |
| United Advisor Group, LLC | 0.17% | New | 12,230 | $549K |
| Virtue Capital Management, LLC | 0.09% | New | 12,047 | $548K |
| Sunbelt Securities, Inc. | 0.06% | Reduce -1.0% | 12,108 | $544K |
| Insight Advisors, LLC/ PA | 0.10% | New | 11,986 | $539K |
| KOM Wealth Management Group, LLC | 0.50% | Add +8.6% | 11,862 | $533K |
| Yarger Wealth Strategies, LLC | 0.31% | Add +0.6% | 11,455 | $515K |
| FAS Wealth Partners, Inc. | 0.04% | Add +13.9% | 11,290 | $507K |
| Kure Advisory, LLC | 0.41% | No change | 11,029 | $496K |
| Wells Fargo & Company | 0.00% | Reduce -56.5% | 10,749 | $483K |
| Sage Financial Group Inc. | 0.04% | Add +0.5% | 10,680 | $480K |
| Towercrest Capital Management | 0.08% | No change | 10,616 | $477K |
| McElhenny Sheffield Capital Management, LLC | 0.16% | Add +4.0% | 10,594 | $476K |
| Curtis Advisory Group, LLC | 0.17% | Add +16.9% | 10,465 | $470K |
| Mma Asset Management LLC | 0.22% | Add +10.7% | 10,417 | $468K |
| Perigon Wealth Management, LLC | 0.01% | Add +1.6% | 10,373 | $466K |
| AE Wealth Management LLC | 0.00% | Add +4.7% | 10,296 | $463K |
| Flow Traders U.S. LLC | 0.02% | Reduce -71.7% | 10,072 | $453K |
| Aprio Wealth Management, LLC | 0.08% | New | 9,753 | $438K |
| Signal Advisors Wealth, LLC | 0.95% | New | 9,605 | $433K |
| Fortitude Advisory Group L.L.C. | 0.26% | No change | 9,513 | $427K |
| Intelligence Driven Advisers, LLC | 0.06% | Add +105.6% | 9,458 | $425K |
| Peterson Financial Group, Inc. | 2.58% | New | 9,438 | $424K |
| Rockland Trust Co. | 0.02% | Reduce -49.9% | 9,369 | $421K |
| Fiduciary Trust Co | 0.01% | No change | 9,330 | $419K |
| Bank of Montreal | 0.00% | Add +17.9% | 9,217 | $419K |
| Ameriprise Financial Inc. | 0.00% | New | 9,245 | $415K |
| CGC Financial Services, LLC | 0.18% | Reduce -54.3% | 9,193 | $413K |
| Mgo One Seven LLC | 0.02% | Add +75.3% | 8,971 | $403K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -12.6% | 8,909 | $400K |
| Regal Investment Advisors LLC | 0.03% | Add +0.2% | 8,806 | $396K |
| Rise Advisors, LLC | 0.21% | Add +1.2% | 8,804 | $396K |
| PFG Investments, LLC | 0.03% | Reduce -2.2% | 8,791 | $395K |
| Scott Capital Advisors, LLC | 0.12% | Reduce -34.2% | 8,637 | $391K |
| Dudley Capital Management, LLC | 0.22% | No change | 8,623 | $387K |
| Larson Financial Group LLC | 0.03% | Add +5082.9% | 8,500 | $382K |
| Gateway Wealth Partners, LLC | 0.11% | Add +14.9% | 8,459 | $380K |
| National Bank of Canada | 0.00% | Add +68.7% | 8,437 | $379K |
| SlateStone Wealth, LLC | 0.04% | Reduce -2.3% | 8,418 | $378K |
| WealthBridge Capital Management, LLC | 0.12% | New | 8,350 | $375K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -96.6% | 8,197 | $368K |
| Permanent Capital Management, LP | 0.08% | — | 7,942 | $365K |
| Barnes Pettey Financial Advisors, LLC | 0.31% | Add +36.8% | 8,053 | $362K |
| Arkadios Wealth Advisors | 0.02% | Add +27.1% | 7,936 | $357K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +2.8% | 7,839 | $352K |
| Heritage Wealth Management, Inc./Texas | 0.22% | Add +1.2% | 7,829 | $352K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 7,827 | $352K |
| Trustmark Bank Trust Department | 0.03% | Reduce -24.2% | 7,798 | $350K |
| AQR Capital Management | 0.00% | Reduce -45.1% | 7,683 | $345K |
| IFG Advisory, LLC | 0.02% | New | 7,123 | $320K |
| Redwood Financial Network Corp | 0.27% | Add +0.8% | 7,053 | $317K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +1.5% | 6,831 | $307K |
| PCA Investment Advisory Services Inc. | 0.16% | Reduce -1.0% | 6,803 | $306K |
| Hardy Reed LLC | 0.03% | Add +19.3% | 6,559 | $295K |
| Independent Financial Group, LLC | 0.01% | Add +14.8% | 6,474 | $291K |
| Great Point Wealth Advisors, LLC | 0.07% | Reduce -11.1% | 6,423 | $289K |
| Inscription Capital, LLC | 0.05% | No change | 6,249 | $281K |
| Register Financial Advisors LLC | 0.14% | Add +49.4% | 6,101 | $274K |
| Capital CS Group, LLC | 0.31% | Add +5.1% | 6,027 | $271K |
| D.B. Root & Company, LLC | 0.09% | Reduce -2.7% | 5,767 | $259K |
| Cooper Financial Group | 0.04% | New | 5,493 | $247K |
| FinTrust Capital Advisors, LLC | 0.04% | Reduce -3.8% | 5,458 | $245K |
| TFB Advisors LLC | 0.08% | New | 5,449 | $245K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 5,402 | $243K |
| Signet Financial Management, LLC | 0.03% | No change | 5,405 | $243K |
| Saxon Interests, Inc. | 0.11% | Add +3.0% | 5,225 | $235K |
| JFS Wealth Advisors, LLC | 0.02% | Add +1.2% | 5,125 | $230K |
| Keel Point, LLC | 0.02% | Reduce -41.9% | 4,961 | $230K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +12.9% | 4,988 | $229K |
| Capital Insight Partners, LLC | 0.04% | Add +0.1% | 5,052 | $227K |
| Seelaus Asset Management LLC | 0.23% | New | 4,980 | $224K |
| Aviso Financial Inc. | 0.01% | — | 4,950 | $222K |
| Private Management Group Inc. | 0.01% | New | 4,850 | $218K |
| James J. Burns & Company, LLC | 0.04% | Reduce -12.6% | 4,805 | $216K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 4,681 | $210K |
| WealthShield Partners, LLC | 0.03% | Reduce -21.0% | 4,615 | $208K |
| Round Rock Advisors LLC | 0.05% | Reduce -46.0% | 4,627 | $208K |
| 9258 Wealth Management, LLC | 0.03% | No change | 4,565 | $205K |
| IAG Wealth Partners, LLC | 0.04% | New | 3,950 | $177K |
| Glass Jacobson Investment Advisors llc | 0.06% | Reduce -22.2% | 3,874 | $174K |
| Financial Gravity Asset Management, Inc. | 0.04% | Reduce -13.8% | 3,209 | $144K |
| ORG Partners LLC | 0.02% | New | 3,000 | $134K |
| Financial Freedom, LLC | 0.07% | Add +0.7% | 2,858 | $128K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 2,623 | $118K |
| International Assets Investment Management, LLC | 0.01% | New | 2,358 | $106K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,114 | $95K |
| Private Ocean, LLC | 0.01% | No change | 2,085 | $94K |
| Grant/GrossMendelsohn, LLC | 0.04% | Add +0.8% | 32,818 | $81K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +730.1% | 1,710 | $77K |
| Private Trust Co. NA | 0.01% | Add +2.6% | 1,707 | $77K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +2468.3% | 1,618 | $73K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | Reduce -5.3% | 1,506 | $67K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 1,479 | $66K |
| Creative Capital Management Investments LLC | 0.03% | No change | 1,241 | $56K |
| Bell Investment Advisors, Inc | 0.01% | New | 1,233 | $55K |
| Investors Research Corp | 0.01% | New | 1,222 | $55K |
| US Bancorp \de | 0.00% | New | 1,156 | $52K |
| Bogart Wealth, LLC | 0.00% | No change | 1,101 | $49K |
| ICA Group Wealth Management, LLC | 0.03% | Reduce -59.0% | 1,066 | $48K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,010 | $45K |
| Pineridge Advisors LLC | 0.01% | No change | 975 | $44K |
| Richardson Capital Management LLC | 0.03% | Add +1.1% | 965 | $43K |
| BlackRock Inc. | 0.00% | New | 884 | $40K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -31.8% | 864 | $39K |
| Centerpoint Advisors, LLC | 0.01% | No change | 816 | $37K |
| Transcendent Capital Group LLC | 0.02% | New | 710 | $32K |
| Lanark Financial, Inc. | 0.00% | No change | 628 | $28K |
| Financial Management Professionals, Inc. | 0.00% | No change | 550 | $25K |
| Avior Wealth Management, LLC | 0.00% | Add +25.3% | 555 | $25K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -76.7% | 469 | $21K |
| Smartleaf Asset Management LLC | 0.00% | No change | 446 | $20K |
| Financial Perspectives, Inc | 0.01% | No change | 438 | $20K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 395 | $18K |
| MCF Advisors LLC | 0.00% | No change | 330 | $15K |
| Arax Advisory Partners | 0.00% | Add +1.0% | 315 | $14K |
| Balefire, LLC | 0.00% | Add +119.1% | 298 | $13K |
| Farther Finance Advisors, LLC | 0.00% | No change | 274 | $12K |
| Caldwell Trust Co | 0.00% | No change | 246 | $11K |
| Clarity Asset Management, Inc. | 0.01% | Add +74.1% | 235 | $11K |
| Lynx Investment Advisory | 0.01% | — | 207 | $9K |
| Blue Trust, Inc. | 0.00% | No change | 190 | $9K |
| Hantz Financial Services, Inc. | 0.00% | No change | 177 | $8K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 161 | $7K |
| Salomon & Ludwin, LLC | 0.00% | No change | 162 | $7K |
| Gradient Investments LLC | 0.00% | New | 136 | $6K |
| Beacon Capital Management, LLC | 0.00% | New | 113 | $5K |
| Activest Wealth Management | 0.00% | Add +1.0% | 105 | $5K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 67 | $3K |
| Strategic Financial Concepts, LLC | 0.00% | New | 110,146 | $2K |
| Archer Investment Corp | 0.00% | Reduce -7.1% | 39 | $2K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 37 | $2K |
| Citigroup Inc. | 0.00% | Add +20.0% | 36 | $2K |
| Hershey Financial Advisers, LLC | 0.00% | — | 17 | $764 |
| Kozak & Associates, Inc. | 0.00% | No change | 12 | $552 |
| Evolution Advisers, Inc. | 0.00% | No change | 17 | $0 |
"% of holder's portfolio" is FBND's weight in each manager's 13F, not the share of Fidelity Total Bond ETF the manager owns.