Fidelity Total Bond ETFFBNDETF
13F holders, Q3 2024 (September 30)526holders +48
75new positions
20sold out
4famous investors
$46.71avg. 13F price*
At the end of Q3 2024, 526 institutions reported holding Fidelity Total Bond ETF (FBND) in their 13F filings, up 48 from Q2 2024. 75 opened new positions and 20 sold out. The largest holders were Morgan Stanley ($1.3B), FMR LLC ($589.1M) and Bank of America Corp. ($486.9M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $194.1M |
| Exits | 20 | $106.5M |
All 13F filers, Q2 2024 → Q3 2024: 36,744,164 shares bought and 4,459,376 shares sold, net +32,284,788 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 526 holders
| Morgan Stanley | 0.10% | Add +19.5% | 28,050,391 | $1.3B |
| FMR LLC | 0.04% | Add +2.2% | 12,604,148 | $589.1M |
| Bank of America Corp. | 0.04% | Add +10.0% | 10,417,709 | $486.9M |
| Country Trust Bank | 6.81% | Reduce -0.0% | 5,960,102 | $278.6M |
| JPMorgan Chase & Co. | 0.02% | Add +11.2% | 5,169,480 | $241.6M |
| UBS Group AG | 0.06% | Add +6.2% | 4,780,700 | $223.4M |
| Envestnet Asset Management Inc. | 0.07% | Add +17.2% | 4,483,345 | $209.6M |
| Northwestern Mutual Wealth Management Co. | 0.19% | Add +198.0% | 4,467,913 | $208.8M |
| RFG Advisory, LLC | 5.76% | Add +9.6% | 4,042,746 | $189.0M |
| Mather Group, Llc. | 2.13% | Add +4145.0% | 3,544,982 | $165.7M |
| Osaic Holdings, Inc. | 0.32% | Add +17.8% | 3,002,286 | $140.4M |
| Legacy Wealth Management, LLC | 8.90% | Add +2.2% | 2,937,256 | $137.3M |
| Kestra Advisory Services, LLC | 0.74% | Add +17.6% | 2,869,497 | $134.1M |
| LPL Financial LLC | 0.06% | Add +27.5% | 2,784,376 | $130.1M |
| Forvis Mazars Wealth Advisors, LLC | 2.71% | Add +7.9% | 2,523,576 | $118.0M |
| Blue Chip Partners, LLC | 10.14% | Add +5.7% | 2,496,864 | $116.7M |
| Commonwealth Equity Services, LLC | 0.17% | Add +39.2% | 2,379,142 | $111.2M |
| Raymond James Financial Services Advisors, Inc. | 0.14% | Add +11.9% | 2,210,040 | $103.3M |
| Thrivent Financial for Lutherans | 0.19% | Add +85.1% | 2,159,030 | $101.0M |
| Royal Bank of Canada | 0.02% | Add +124.4% | 2,097,304 | $98.0M |
| Kowal Investment Group, LLC | 17.93% | Reduce -0.1% | 2,085,128 | $97.5M |
| Capital Analysts, LLC | 3.62% | Add +4.5% | 1,902,729 | $88.9M |
| Cetera Investment Advisers | 0.18% | Add +13.6% | 1,808,771 | $84.5M |
| Ritholtz Wealth Management | 2.48% | Add +3.9% | 1,759,933 | $82.3M |
| MML Investors Services, LLC | 0.30% | Add +14.4% | 1,736,941 | $81.2M |
| Summit Financial Strategies, Inc. | 8.37% | Add +22.7% | 1,590,011 | $74.3M |
| Octavia Wealth Advisors, LLC | 7.99% | Add +6.9% | 1,382,073 | $64.8M |
| Raymond James & Associates | 0.04% | Add +14.1% | 1,357,174 | $63.4M |
| McKinley Carter Wealth Services, Inc. | 3.83% | Add +256.5% | 1,355,457 | $63.4M |
| Cwm, LLC | 0.26% | Add +27.3% | 1,273,648 | $59.5M |
| Dynasty Wealth Management, LLC | 1.72% | Add +10.9% | 1,214,475 | $56.8M |
| TruWealth Advisors, LLC | 3.45% | Add +4.2% | 1,203,539 | $56.3M |
| Pallas Capital Advisors LLC | 2.32% | Add +81.3% | 1,184,782 | $54.3M |
| Falcon Wealth Planning | 5.97% | Add +6.2% | 1,086,918 | $50.8M |
| Crane Advisory, LLC | 9.11% | New | 1,090,108 | $50.4M |
| Fermata Advisors, LLC | 9.93% | Add +771.5% | 1,046,658 | $48.9M |
| Quotient Wealth Partners, LLC | 1.58% | Add +4.0% | 1,025,492 | $47.9M |
| Wealthcare Advisory Partners LLC | 1.36% | Add +26.7% | 1,024,445 | $47.9M |
| Dynamic Advisor Solutions LLC | 1.34% | Add +3.4% | 956,513 | $44.7M |
| Retirement Planning Group, LLC | 2.40% | Add +102.0% | 940,971 | $44.0M |
| HUB Investment Partners, LLC | 1.87% | Add +10.9% | 913,860 | $42.7M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Add +15.9% | 899,501 | $42.0M |
| Harbor Group, Inc. | 9.55% | Add +6.1% | 883,319 | $41.3M |
| Aptus Capital Advisors, LLC | 0.62% | New | 871,158 | $40.7M |
| Sunburst Financial Group, LLC | 10.31% | Reduce -1.2% | 870,041 | $40.7M |
| Sherrill & Hutchins Financial Advisory, Inc | 32.00% | Add +1.3% | 792,627 | $37.0M |
| Creative Financial Designs Inc. | 2.98% | Reduce -1.4% | 756,163 | $35.3M |
| Jane Street Group, LLC | 0.06% | Add +75.5% | 753,094 | $35.2M |
| Edmonds Duncan Registered Investment Advisors, LLC | 7.60% | Add +6.6% | 742,863 | $34.7M |
| Sax Wealth Advisors, LLC | 3.00% | Add +73.0% | 718,840 | $33.6M |
| Vicus Capital | 2.95% | Add +5.6% | 713,533 | $33.4M |
| Focus Partners Wealth | 0.10% | Reduce -45.9% | 696,289 | $32.5M |
| Correct Capital Wealth Management | 7.19% | Add +21.1% | 695,088 | $32.5M |
| HighTower Advisors, LLC | 0.05% | Add +9.2% | 695,249 | $32.5M |
| Ameritas Advisory Services, LLC | 1.38% | Add +23.0% | 683,289 | $31.9M |
| WestHill Financial Advisors, Inc. | 6.95% | Add +5.6% | 662,515 | $31.0M |
| McGlone Suttner Wealth Management, Inc. | 6.30% | Reduce -15.2% | 647,868 | $30.3M |
| Shorepoint Capital Partners LLC | 6.88% | Add +1.9% | 646,501 | $30.2M |
| Goodwin Investment Advisory | 12.96% | Add +3.3% | 640,359 | $29.9M |
| Power Wealth Management LLC | 12.68% | Add +14.9% | 635,130 | $29.7M |
| Brookstone Capital Management | 0.44% | Add +5.6% | 632,770 | $29.6M |
| Navalign, LLC | 8.70% | Add +3.9% | 632,236 | $29.6M |
| Weatherly Asset Management L. P. | 2.57% | Add +14.9% | 626,386 | $29.4M |
| Mascoma Wealth Management LLC | 7.29% | Add +4.8% | 626,645 | $29.3M |
| Shakespeare Wealth Management, LLC | 7.49% | Add +6.8% | 613,101 | $28.7M |
| W.G. Shaheen & Associates DBA Whitney & Co | 3.05% | Add +3.5% | 608,721 | $28.5M |
| Rehmann Capital Advisory Group | 1.86% | Add +16.2% | 607,861 | $28.4M |
| Spire Wealth Management | 0.92% | Add +0.3% | 584,168 | $27.3M |
| Wealth Alliance Advisory Group, LLC | 5.63% | Add +3.7% | 573,373 | $26.8M |
| CPA Asset Management Group, LLC | 12.77% | Add +1.3% | 566,074 | $26.5M |
| NewEdge Advisors, LLC | 0.17% | Add +41.7% | 551,483 | $25.8M |
| Drake & Associates, LLC | 8.32% | Add +3.1% | 551,430 | $25.8M |
| Regimen Wealth, LLC | 8.25% | Add +2.1% | 545,579 | $25.5M |
| Nicolet Advisory Services, LLC | 2.35% | Add +6.4% | 535,474 | $24.9M |
| Lineweaver Wealth Advisors, LLC | 4.71% | Add +10.2% | 529,509 | $24.8M |
| Avantax Advisory Services, Inc. | 0.16% | Add +17.9% | 521,505 | $24.4M |
| Citadel Advisors | 0.03% | Add +80.6% | 513,499 | $24.0M |
| Sard Wealth Management Group, LLC | 15.14% | Add +1.4% | 489,972 | $22.9M |
| Presidio Capital Management, LLC | 14.64% | Reduce -8.0% | 489,943 | $22.9M |
| WBH Advisory Inc. | 2.15% | Add +9.7% | 486,754 | $22.8M |
| Mariner, LLC | 0.04% | Add +89.7% | 481,909 | $22.5M |
| Cyndeo Wealth Partners, LLC | 1.57% | Add +614.1% | 481,650 | $22.5M |
| Beta Wealth Group, Inc. | 9.95% | Add +9.6% | 472,090 | $22.1M |
| Compass Ion Advisors, LLC | 2.67% | Add +11.8% | 466,494 | $21.8M |
| Main Street Financial Solutions, LLC | 1.97% | Add +3.6% | 458,530 | $21.4M |
| Mercer Global Advisors Inc. | 0.05% | Add +20.8% | 456,017 | $21.3M |
| Coyle Financial Counsel LLC | 7.43% | Add +2.9% | 474,041 | $21.3M |
| Kestra Investment Management, LLC | 0.91% | Add +4.3% | 454,820 | $21.3M |
| Founders Financial Securities LLC | 1.95% | Add +28.4% | 453,186 | $21.2M |
| Corient Private Wealth LP | 0.03% | Add +22.8% | 452,138 | $21.1M |
| Pension & Wealth Management Advisors, Inc. | 10.76% | Add +11.6% | 448,895 | $21.0M |
| Wealth Management Resources, Inc. | 8.40% | Add +9.3% | 448,623 | $21.0M |
| Arete Wealth Advisors, LLC | 1.79% | Add +78.3% | 448,065 | $20.9M |
| Global Retirement Partners, LLC | 0.63% | Add +19.3% | 446,042 | $20.8M |
| Wealthspire Retirement, LLC | 1.66% | Reduce -2.0% | 439,296 | $20.5M |
| Resolute Wealth Strategies, LLC | 10.46% | Add +61.6% | 430,608 | $20.1M |
| Horizon Investments, LLC | 0.52% | Add +27.7% | 418,920 | $19.5M |
| DeDora Capital, Inc. | 5.28% | Add +3.8% | 404,100 | $18.9M |
| Triad Wealth Partners, LLC | 9.78% | Add +3.5% | 393,404 | $18.4M |
| Baker Boyer National Bank | 6.14% | Add +0.2% | 391,592 | $18.3M |
"% of holder's portfolio" is FBND's weight in each manager's 13F, not the share of Fidelity Total Bond ETF the manager owns.