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 |
| Aspiriant, LLC | 0.69% | Add +2.1% | 391,050 | $18.3M |
| Certified Advisory Corp | 2.02% | Add +45.0% | 389,193 | $18.2M |
| CMG Global Holdings, LLC | 10.16% | Add +90.5% | 385,023 | $18.0M |
| Harbour Investments, Inc. | 0.54% | Add +33.0% | 382,726 | $17.9M |
| Baird Financial Group, Inc. | 0.03% | Add +3.0% | 381,420 | $17.8M |
| EnRich Financial Partners LLC | 5.93% | Add +6.8% | 379,749 | $17.7M |
| Advisor OS, LLC | 1.72% | Add +9.4% | 368,963 | $17.2M |
| Gotham Asset Management | 0.18% | Add +1.9% | 367,781 | $17.2M |
| WNY Asset Management, LLC | 1.99% | Add +241.8% | 364,165 | $17.0M |
| Riverpoint Wealth Management Holdings, LLC | 4.32% | Add +7.7% | 360,348 | $16.8M |
| Kestra Private Wealth Services, LLC | 0.30% | Add +142.8% | 349,712 | $16.3M |
| John W. Brooker & Co., CPAs | 7.45% | Add +0.2% | 347,469 | $16.2M |
| Occidental Asset Management, LLC | 2.60% | Add +5.4% | 344,405 | $16.1M |
| Valley National Advisers Inc. | 2.79% | Reduce -26.4% | 330,537 | $15.4M |
| Bridgewealth Advisory Group, LLC | 5.47% | Add +15.0% | 321,728 | $15.0M |
| Souders Financial Advisors | 2.08% | Add +55.5% | 319,231 | $14.9M |
| Capital Wealth Management, LLC | 6.10% | Add +5.3% | 304,497 | $14.2M |
| Kickstand Ventures, Llc. | 3.58% | Reduce -0.5% | 300,147 | $14.0M |
| Hunter Associates Investment Management LLC | 2.17% | Add +10.0% | 299,558 | $14.0M |
| Destiny Capital Corp | 8.65% | Add +13.4% | 306,882 | $14.0M |
| Walker Financial Services, Inc. | 9.37% | New | 296,509 | $13.9M |
| Sentinel Pension Advisors, LLC | 2.64% | Add +4.4% | 293,087 | $13.7M |
| Baker Ellis Asset Management LLC | 1.94% | Add +12.6% | 293,034 | $13.7M |
| Unique Wealth Strategies, LLC | 5.85% | Add +1.9% | 290,003 | $13.6M |
| KFG Wealth Management, LLC | 2.94% | Add +1419.6% | 289,625 | $13.5M |
| Oppenheimer & Co. Inc. | 0.21% | Reduce -3.0% | 288,536 | $13.5M |
| Integrated Wealth Concepts LLC | 0.16% | Add +24.1% | 287,819 | $13.5M |
| Atria Wealth Solutions, Inc. | 0.15% | Add +1.9% | 286,183 | $13.4M |
| Vestmark Advisory Solutions, Inc. | 0.48% | Add +14.3% | 275,650 | $12.9M |
| KFA Private Wealth Group, LLC | 6.06% | Add +44.4% | 271,692 | $12.7M |
| Pasadena Private Wealth, LLC | 2.69% | Add +4.9% | 270,861 | $12.7M |
| Goldstone Financial Group, LLC | 2.11% | Add +37.4% | 259,279 | $12.1M |
| Stifel Financial Corp. | 0.01% | Add +309.1% | 254,511 | $11.9M |
| Physician Wealth Advisors, Inc. | 2.13% | Add +12.2% | 255,463 | $11.8M |
| Sequoia Financial Advisors, LLC | 0.13% | Reduce -55.9% | 251,228 | $11.7M |
| MJP Associates Inc. | 2.23% | Add +11.7% | 251,116 | $11.7M |
| tru Independence LLC | 3.40% | Add +15.5% | 248,375 | $11.6M |
| Steph & Co. | 3.62% | Add +6.4% | 243,644 | $11.4M |
| LPF Advisors LLC | 9.54% | Add +5.2% | 238,632 | $11.2M |
| PFG Advisors | 0.69% | Add +21.1% | 234,979 | $11.0M |
| Dentgroup LLC | 8.08% | Add +102.6% | 231,222 | $10.8M |
| Buttonwood Financial Advisors Inc. | 4.70% | Add +7.8% | 230,650 | $10.8M |
| Foundations Investment Advisors, LLC | 0.23% | Add +26.9% | 229,398 | $10.7M |
| Allworth Financial LP | 0.06% | Add +0.1% | 223,836 | $10.5M |
| Valeo Financial Advisors, LLC | 0.30% | New | 222,883 | $10.4M |
| WealthCare Investment Partners, LLC | 4.50% | Reduce -2.7% | 222,298 | $10.3M |
| Summit X, LLC | 2.48% | Reduce -3.6% | 227,318 | $10.2M |
| Allegheny Financial Group | 2.42% | Add +2.9% | 210,060 | $9.8M |
| ABLE Financial Group, LLC | 2.98% | Add +206.2% | 206,136 | $9.6M |
| Investment Planning Advisors, Inc. | 4.85% | No change | 211,747 | $9.5M |
| Truist Financial Corp. | 0.01% | Reduce -5.5% | 194,647 | $9.1M |
| Williams & Novak, LLC | 8.49% | Add +75.4% | 194,598 | $9.1M |
| New Insight Wealth Advisors | 4.68% | Add +19.8% | 190,365 | $8.9M |
| Keystone Wealth Services, LLC | 2.45% | Add +1.7% | 189,538 | $8.9M |
| Equitable Holdings, Inc. | 0.08% | Add +97.0% | 186,011 | $8.7M |
| Centaurus Financial, Inc. | 0.55% | Add +1.4% | 185,681 | $8.7M |
| Opes Wealth Management LLC | 1.66% | Add +1.4% | 184,731 | $8.6M |
| World Investment Advisors | 0.27% | Add +23.2% | 184,410 | $8.6M |
| USAdvisors Wealth Management, LLC | 3.01% | Add +1.3% | 183,957 | $8.6M |
| Linscomb Wealth, Inc. | 0.43% | Add +8.1% | 183,572 | $8.6M |
| Mayfair Advisory Group, LLC | 5.30% | Add +7.1% | 181,699 | $8.4M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +13.2% | 178,819 | $8.4M |
| Atria Investments, Inc | 0.10% | Reduce -1.8% | 174,340 | $8.1M |
| Watchman Group, Inc. | 2.12% | Add +0.1% | 173,959 | $8.1M |
| Private Advisor Group, LLC | 0.05% | Reduce -8.8% | 171,126 | $8.0M |
| Diversify Wealth Management, LLC | 0.75% | Add +16.0% | 170,598 | $7.8M |
| Valmark Advisers, Inc. | 0.12% | Reduce -4.4% | 165,799 | $7.7M |
| Insight Wealth Partners, LLC | 4.72% | Add +6.8% | 165,542 | $7.7M |
| Sigma Planning Corp | 0.23% | Add +16.2% | 162,845 | $7.6M |
| Sachetta, LLC | 2.93% | Add +8.1% | 158,278 | $7.4M |
| Onyx Bridge Wealth Group LLC | 1.10% | Add +23.9% | 156,596 | $7.3M |
| Cornerstone Wealth Management, LLC | 0.51% | Add +1.4% | 156,044 | $7.3M |
| Rooted Wealth Advisors, Inc. | 3.25% | Reduce -59.2% | 157,911 | $7.3M |
| FWG Holdings, LLC | 3.50% | New | 154,472 | $7.1M |
| Parallel Advisors, LLC | 0.17% | Add +9.0% | 149,829 | $7.0M |
| Cyr Financial Inc. | 6.53% | New | 149,612 | $7.0M |
| Courier Capital LLC | 0.48% | Add +3.7% | 149,282 | $7.0M |
| Baker Avenue Asset Management, LP | 0.22% | Reduce -0.5% | 146,994 | $6.9M |
| Schneider Downs Wealth Management Advisors, LP | 1.40% | Add +7.7% | 146,090 | $6.8M |
| LongView Wealth Management | 2.16% | Add +38.2% | 144,459 | $6.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -11.0% | 142,192 | $6.6M |
| Primoris Wealth Advisors, LLC | 4.82% | Add +1.2% | 141,668 | $6.6M |
| Schmidt P J Investment Management Inc. | 1.13% | Add +4.2% | 139,684 | $6.5M |
| Kingswood Wealth Advisors, LLC | 0.45% | New | 136,288 | $6.4M |
| Parcion Private Wealth LLC | 0.51% | Reduce -18.9% | 131,024 | $6.1M |
| Silver Oak Securities, Incorporated | 0.64% | Add +67.5% | 129,638 | $6.1M |
| CMH Wealth Management LLC | 1.42% | Add +3.9% | 128,794 | $6.0M |
| Lokken Investment Group LLC | 2.45% | Add +7.3% | 125,717 | $5.9M |
| Larson Financial Group LLC | 0.33% | Add +1376.5% | 125,504 | $5.9M |
| Allen Capital Group, LLC | 0.74% | Add +0.7% | 125,143 | $5.8M |
| OmniStar Financial Group, Inc. | 4.32% | Add +23.3% | 123,132 | $5.8M |
| Cooper Financial Group | 0.75% | Add +2139.9% | 123,038 | $5.8M |
| Zacks Investment Management | 0.05% | Add +578.0% | 122,716 | $5.7M |
| Hofer & Associates. Inc | 3.95% | Add +0.8% | 122,560 | $5.7M |
| Accelerate Investment Advisors LLC | 5.51% | — | 120,655 | $5.6M |
| Spinnaker Trust | 0.34% | Add +7.0% | 119,143 | $5.6M |
| Comerica Bank | 0.02% | Add +10.3% | 118,333 | $5.5M |
| Masso Torrence Wealth Management Inc. | 2.98% | Add +0.9% | 118,222 | $5.5M |
| Landmark Wealth Management, LLC | 2.41% | New | 118,183 | $5.5M |
| Essex Financial Services, Inc. | 0.38% | Add +81.2% | 116,353 | $5.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.7% | 112,907 | $5.3M |
| Clarity Wealth Advisors, LLC | 1.53% | Add +49.6% | 112,819 | $5.3M |
| Advisory Services Network, LLC | 0.11% | No change | 117,168 | $5.3M |
| Strategic Blueprint, LLC | 0.32% | Add +51.8% | 111,225 | $5.2M |
| OLIO Financial Planning | 2.17% | No change | 111,897 | $5.2M |
| Prime Capital Investment Advisors, LLC | 0.07% | Add +14.9% | 110,030 | $5.1M |
| Crumly & Associates Inc. | 1.40% | Add +63.3% | 108,122 | $5.1M |
| Horizon Investment Services, LLC | 2.15% | Add +60.5% | 107,819 | $5.0M |
| Merkkuri Wealth Advisors LLC | 3.85% | Add +17.1% | 104,304 | $4.9M |
| Madison Wealth Partners, Inc | 1.43% | Add +4.5% | 103,140 | $4.8M |
| TD Capital Management LLC | 0.48% | Add +9.1% | 102,607 | $4.8M |
| D.A. Davidson & Co. | 0.04% | Add +45.7% | 99,133 | $4.6M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +25.0% | 99,046 | $4.6M |
| Orion Portfolio Solutions, LLC | 0.05% | Add +25.0% | 99,046 | $4.6M |
| TD Waterhouse Canada Inc. | 0.04% | Reduce -1.8% | 98,610 | $4.6M |
| TrueWealth Advisors, LLC | 1.54% | New | 98,793 | $4.6M |
| Avidian Wealth Enterprises, LLC | 0.21% | Reduce -1.6% | 97,243 | $4.5M |
| Waverly Advisors, LLC | 0.08% | Reduce -0.6% | 96,044 | $4.5M |
| Visionary Wealth Advisors | 0.27% | Add +14.3% | 95,224 | $4.5M |
| Robertson Stephens Wealth Management, LLC | 0.16% | New | 92,264 | $4.3M |
| Paragon Advisors, LLC | 1.36% | Add +4.0% | 89,382 | $4.2M |
| Flagship Harbor Advisors, LLC | 0.23% | Add +10.8% | 88,343 | $4.1M |
| Alexander Labrunerie & Co., Inc. | 1.89% | New | 87,267 | $4.1M |
| Slagle Financial, LLC | 1.80% | Add +14.6% | 86,880 | $4.1M |
| Red Mountain Financial, LLC | 4.24% | Add +6.2% | 85,286 | $4.0M |
| Maple Capital Management, Inc. | 0.30% | Add +6.6% | 83,527 | $3.9M |
| Peapack Gladstone Financial Corp. | 0.05% | Add +24.1% | 80,450 | $3.8M |
| Captrust Financial Advisors | 0.01% | Add +0.9% | 80,052 | $3.7M |
| Soltis Investment Advisors LLC | 0.36% | Add +0.9% | 79,630 | $3.7M |
| Concurrent Investment Advisors, LLC | 0.11% | Add +118.9% | 78,692 | $3.7M |
| Envision Financial Planning, LLC | 1.93% | New | 78,556 | $3.7M |
| Lincoln Capital Corp. | 1.50% | Reduce -27.0% | 78,290 | $3.7M |
| Prosperity Consulting Group, LLC | 0.28% | Add +3.9% | 78,076 | $3.6M |
| Ashton Thomas Private Wealth, LLC | 0.19% | Add +77.1% | 76,329 | $3.6M |
| Carnegie Investment Counsel | 0.10% | Add +4.8% | 76,099 | $3.6M |
| Clear Investment Research, LLC | 4.63% | Add +6.5% | 76,089 | $3.6M |
| Anchor Capital Advisors LLC | 0.09% | Reduce -0.7% | 74,348 | $3.5M |
| Executive Wealth Management, LLC | 0.27% | New | 74,196 | $3.5M |
| IFP Advisors, Inc | 0.12% | Add +29.5% | 72,775 | $3.4M |
| Jones Financial Companies LLLP | 0.00% | Add +118.7% | 72,511 | $3.4M |
| Magnolia Capital Advisors LLC | 1.69% | Add +39.6% | 72,376 | $3.4M |
| Family Capital Management, Inc. | 2.18% | Reduce -2.5% | 72,252 | $3.4M |
| Sowell Financial Services LLC | 0.16% | Reduce -34.4% | 71,191 | $3.3M |
| Ausdal Financial Partners, Inc. | 0.35% | Add +27.3% | 71,149 | $3.3M |
| Titleist Asset Management, LLC | 0.48% | New | 70,491 | $3.3M |
| Powell Investment Advisors, LLC | 1.53% | Reduce -5.8% | 69,961 | $3.3M |
| SilverOak Wealth Management LLC | 0.72% | Add +16.3% | 68,359 | $3.2M |
| Cozad Asset Management Inc. | 0.30% | Reduce -0.1% | 68,068 | $3.2M |
| Creative Planning | 0.00% | Reduce -9.7% | 67,716 | $3.2M |
| Opal Wealth Advisors, LLC | 0.98% | Add +8.9% | 66,632 | $3.1M |
| Perigon Wealth Management, LLC | 0.08% | Add +534.7% | 65,836 | $3.1M |
| Quad-Cities Investment Group, LLC | 1.50% | Add +34.2% | 63,911 | $3.0M |
| Roof Eidam Maycock Peralta, LLC | 0.76% | Add +48.8% | 63,685 | $3.0M |
| KMG Fiduciary Partners, LLC | 0.25% | New | 61,916 | $2.9M |
| Shore Point Advisors, LLC | 1.55% | Add +6.2% | 61,898 | $2.9M |
| AdvisorNet Financial, Inc | 0.21% | Reduce -1.8% | 61,568 | $2.9M |
| Gladstone Institutional Advisory LLC | 0.14% | Add +10.9% | 61,554 | $2.9M |
| Canvas Wealth Advisors, LLC | 0.79% | Add +13.9% | 61,045 | $2.9M |
| Chesley Taft & Associates LLC | 0.14% | Add +79.7% | 60,650 | $2.8M |
| Investment Advisory Group, LLC | 0.97% | Add +109.0% | 59,978 | $2.8M |
| &partners | 0.05% | Reduce -3.1% | 59,071 | $2.8M |
| Essex Private Wealth Management, LLC | 6.25% | Add +4.3% | 56,780 | $2.7M |
| First United Bank & Trust | 0.94% | Reduce -3.7% | 55,984 | $2.6M |
| Leelyn Smith, LLC | 0.47% | Reduce -4.5% | 55,641 | $2.6M |
| Brown Advisory Inc. | 0.00% | No change | 52,330 | $2.4M |
| Legacy Financial Advisors, Inc. | 0.41% | Reduce -0.7% | 52,239 | $2.4M |
| RDA Financial Network | 0.75% | Add +5.1% | 51,727 | $2.4M |
| Wealthspan Partners, LLC | 1.19% | Add +96.1% | 51,404 | $2.4M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Reduce -22.4% | 51,185 | $2.4M |
| Betterment LLC | 0.01% | Add +25.8% | 50,113 | $2.3M |
| Quadrant Capital Group LLC | 0.16% | No change | 49,641 | $2.3M |
| Galvin, Gaustad & Stein, LLC | 0.20% | Add +13.9% | 48,093 | $2.2M |
| Unique Wealth, LLC | 0.51% | New | 47,913 | $2.2M |
| Renaissance Technologies | 0.00% | Reduce -20.0% | 47,832 | $2.2M |
| Rwa Wealth Partners, LLC | 0.03% | Reduce -15.3% | 47,774 | $2.2M |
| Agilis Partners LLC | 0.62% | No change | 47,727 | $2.2M |
| Bangor Savings Bank | 0.21% | No change | 47,727 | $2.2M |
| IRON Financial LLC | 1.21% | Reduce -2.0% | 47,574 | $2.2M |
| Capital Asset Advisory Services LLC | 0.11% | Add +3.2% | 48,103 | $2.2M |
| Axxcess Wealth Management, LLC | 0.06% | Add +2.1% | 47,420 | $2.2M |
| Stratos Wealth Advisors, LLC | 0.10% | Add +5.5% | 45,486 | $2.1M |
| Eagle Rock Investment Company, LLC | 0.36% | Add +126.0% | 45,459 | $2.1M |
| Professional Financial Advisors, LLC | 0.53% | Add +33.7% | 44,097 | $2.1M |
| Nwam LLC | 0.12% | New | 43,472 | $2.0M |
| Interchange Capital Partners, LLC | 0.71% | Reduce -3.7% | 42,920 | $2.0M |
| Cornerstone Wealth Group, LLC | 0.17% | Add +3.3% | 42,889 | $2.0M |
| Financial Synergies Wealth Advisors, Inc. | 0.25% | Add +2.1% | 42,396 | $2.0M |
| CRA Financial Services, LLC | 0.36% | Add +65.3% | 42,097 | $2.0M |
| Barry Investment Advisors, LLC | 0.59% | Add +28.7% | 41,226 | $1.9M |
| SageView Advisory Group, LLC | 0.10% | New | 40,273 | $1.9M |
| Rockefeller Capital Management L.P. | 0.01% | Add +3.1% | 39,999 | $1.9M |
| ORG Partners LLC | 0.30% | Add +1213.6% | 39,408 | $1.8M |
| Cassady Schiller Wealth Management, LLC | 0.67% | Add +2.5% | 39,102 | $1.8M |
| Stratos Investment Management, LLC | 0.12% | New | 37,231 | $1.7M |
| Twin Peaks Wealth Advisors, LLC | 0.76% | Reduce -3.2% | 35,170 | $1.6M |
| Northwest Capital Management Inc | 0.59% | No change | 35,080 | $1.6M |
| GeoWealth Management, LLC | 0.06% | Reduce -16.5% | 34,424 | $1.6M |
| Berger Financial Group, Inc | 0.12% | Reduce -3.1% | 34,392 | $1.6M |
| Defined Wealth Management, LLC | 1.03% | Add +2.3% | 33,979 | $1.6M |
| Lake Street Advisors Group, LLC | 0.07% | Add +0.2% | 33,393 | $1.6M |
| Smith, Moore & Co. | 0.15% | Add +17.1% | 33,311 | $1.6M |
| Mutual Advisors, LLC | 0.05% | Add +4.7% | 33,977 | $1.6M |
| Cedar Point Capital Partners, LLC | 1.03% | Add +10.4% | 32,096 | $1.5M |
| Ancora Advisors LLC | 0.03% | Add +3.8% | 31,881 | $1.5M |
| Peterson Wealth Advisors, LLC | 0.28% | Add +0.8% | 31,396 | $1.5M |
| Transcendent Capital Group LLC | 0.75% | Add +4298.4% | 31,229 | $1.5M |
| Kuhn & Co Investment Counsel | 1.23% | Reduce -1.6% | 30,804 | $1.4M |
| Wells Fargo & Company | 0.00% | Add +184.5% | 30,584 | $1.4M |
| Capital Planning LLC | 0.40% | Reduce -33.2% | 30,413 | $1.4M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +455.5% | 30,010 | $1.4M |
| JFS Wealth Advisors, LLC | 0.09% | Add +484.1% | 29,936 | $1.4M |
| Norris Perne & French LLP | 0.09% | Add +29.5% | 29,461 | $1.4M |
| Triangle Securities Wealth Management | 0.34% | New | 28,113 | $1.3M |
| Arkadios Wealth Advisors | 0.07% | Add +254.3% | 28,113 | $1.3M |
| Valley Financial Group, Inc. | 0.89% | Reduce -80.5% | 27,334 | $1.3M |
| Mosaic Financial Group, LLC | 0.90% | Add +39.6% | 27,032 | $1.3M |
| Waterfront Wealth Inc. | 0.31% | Reduce -23.2% | 27,656 | $1.3M |
| TFB Advisors LLC | 0.37% | Add +394.4% | 26,940 | $1.3M |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.8% | 26,750 | $1.3M |
| CFO4Life Group, LLC | 0.22% | Add +0.8% | 26,322 | $1.2M |
| Independent Financial Group, LLC | 0.04% | Add +304.9% | 26,213 | $1.2M |
| Pittenger & Anderson Inc. | 0.05% | Add +43.8% | 25,777 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +5.0% | 25,581 | $1.2M |
| Thoroughbred Financial Services, LLC | 0.08% | Reduce -0.7% | 25,336 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +87.0% | 25,276 | $1.2M |
| Chris Bulman Inc | 0.80% | Add +13.1% | 24,991 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +432.7% | 24,935 | $1.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.17% | Add +12.5% | 24,640 | $1.2M |
| InTrack Investment Management Inc | 0.81% | Add +23.6% | 24,516 | $1.1M |
| Concourse Financial Group Securities, Inc. | 0.07% | Add +23.3% | 24,081 | $1.1M |
| King Wealth Management Group | 0.17% | Reduce -3.6% | 23,690 | $1.1M |
| Gerber, LLC | 0.79% | Add +22.3% | 22,949 | $1.1M |
| NewEdge Wealth, LLC | 0.02% | New | 22,866 | $1.1M |
| ERn Financial, LLC | 0.16% | Add +11.8% | 22,158 | $1.0M |
| Lazari Capital Management, Inc. | 0.44% | Reduce -2.3% | 22,152 | $1.0M |
| Valley Wealth Managers, Inc. | 0.08% | Reduce -19.4% | 21,859 | $1.0M |
| Cosner Financial Group, LLC | 0.63% | Add +0.0% | 20,935 | $979K |
| EWG Elevate Inc. | 0.39% | Add +6.7% | 20,524 | $959K |
| Nations Financial Group Inc, /Ia/ | 0.07% | Add +45.8% | 19,618 | $917K |
| Koshinski Asset Management, Inc. | 0.08% | New | 19,225 | $899K |
| Tritonpoint Wealth, LLC | 0.08% | Reduce -7.4% | 18,407 | $865K |
| Register Financial Advisors LLC | 0.44% | Add +202.8% | 18,475 | $864K |
| CreativeOne Wealth, LLC | 0.03% | Reduce -20.1% | 18,273 | $854K |
| Sanctuary Advisors, LLC | 0.01% | Add +27.0% | 18,604 | $845K |
| Marshall Financial Group, LLC | 0.20% | New | 18,039 | $843K |
| Capital Square, LLC | 0.51% | New | 17,820 | $833K |
| Barnes Pettey Financial Advisors, LLC | 0.66% | Add +119.8% | 17,704 | $827K |
| One Plus One Wealth Management, LLC | 0.49% | Add +3.1% | 17,636 | $824K |
| Integrity Financial Corp | 0.47% | Reduce -2.4% | 16,976 | $793K |
| Park Avenue Securities LLC | 0.01% | Add +11.6% | 16,852 | $788K |
| Hoxton Planning & Management, LLC | 0.30% | Add +3.5% | 16,791 | $785K |
| Financial Advocates Investment Management | 0.04% | Reduce -19.3% | 16,421 | $768K |
| Cornell Pochily Investment Advisors, Inc. | 0.25% | Reduce -0.6% | 15,698 | $734K |
| Trust Investment Advisors | 0.46% | New | 15,592 | $729K |
| Burns Matteson Capital Management, LLC | 0.40% | Reduce -23.9% | 15,343 | $717K |
| MontVue Capital Management, Inc. | 0.55% | Reduce -3.0% | 15,227 | $712K |
| Assetmark, Inc. | 0.00% | Reduce -13.6% | 15,208 | $711K |
| CGN Advisors LLC | 0.07% | Reduce -6.2% | 15,158 | $708K |
| Bond & Devick Financial Network, Inc. | 0.30% | Add +7.5% | 15,124 | $707K |
| Insight Advisors, LLC/ PA | 0.12% | Add +26.1% | 15,119 | $707K |
| Dupree Financial Group, LLC | 0.30% | Reduce -2.8% | 14,848 | $694K |
| Principal Securities, Inc. | 0.02% | Add +2.7% | 14,825 | $693K |
| Abbot Financial Management, Inc. | 0.35% | Add +9.0% | 14,825 | $693K |
| MidAtlantic Capital Management, Inc. | 0.50% | Add +20.6% | 14,786 | $691K |
| WealthBridge Capital Management, LLC | 0.20% | Add +76.3% | 14,720 | $688K |
| Mma Asset Management LLC | 0.18% | Add +44.0% | 14,995 | $685K |
| Qube Research & Technologies Ltd | 0.00% | New | 14,650 | $685K |
| Insight Wealth Strategies, LLC | 0.09% | Reduce -2.3% | 14,550 | $680K |
| Milestone Asset Management, LLC | 0.15% | Add +9.5% | 13,907 | $650K |
| Rise Advisors, LLC | 0.31% | Add +57.2% | 13,842 | $647K |
| Regatta Capital Group, LLC | 0.12% | Add +2.3% | 13,713 | $641K |
| Focus Financial Network, Inc. | 0.03% | Add +0.2% | 13,330 | $625K |
| Vantage Financial Partners, LLC | 0.15% | New | 13,243 | $619K |
| Sunbelt Securities, Inc. | 0.06% | Add +8.7% | 13,166 | $615K |
| Strategy Asset Managers LLC | 0.12% | New | 13,153 | $615K |
| AMG National Trust Bank | 0.02% | Reduce -13.6% | 13,153 | $615K |
| Compass Advisory Group LLC | 0.23% | Add +0.2% | 12,867 | $604K |
| Mgo One Seven LLC | 0.03% | Add +40.5% | 12,608 | $589K |
| Bank of Montreal | 0.00% | Add +35.8% | 12,519 | $587K |
| Gateway Wealth Partners, LLC | 0.16% | Add +48.0% | 12,515 | $585K |
| Traynor Capital Management, Inc. | 0.05% | Reduce -63.3% | 12,449 | $582K |
| United Advisor Group, LLC | 0.13% | Reduce -1.8% | 12,007 | $561K |
| Boston Family Office LLC | 0.04% | New | 11,799 | $551K |
| Yarger Wealth Strategies, LLC | 0.30% | Add +0.6% | 11,522 | $539K |
| Flow Traders U.S. LLC | 0.03% | Add +12.8% | 11,360 | $531K |
| Kure Advisory, LLC | 0.46% | No change | 11,029 | $515K |
| FAS Wealth Partners, Inc. | 0.04% | Reduce -3.5% | 10,895 | $509K |
| Breakwater Capital Group | 0.10% | Reduce -20.2% | 10,888 | $509K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +57.7% | 10,772 | $503K |
| Sage Financial Group Inc. | 0.04% | Add +0.1% | 10,693 | $500K |
| Wheelhouse Advisory Group LLC | 0.32% | Reduce -13.4% | 10,619 | $496K |
| Towercrest Capital Management | 0.08% | No change | 10,616 | $496K |
| NBT Bank, N.A. | 0.03% | New | 10,612 | $496K |
| Cadent Capital Advisors, LLC | 0.17% | New | 10,500 | $491K |
| Level Four Advisory Services, LLC | 0.02% | Add +30.2% | 10,671 | $486K |
| PCA Investment Advisory Services Inc. | 0.23% | Add +51.1% | 10,282 | $481K |
| FSM Wealth Advisors, LLC | 0.12% | New | 9,982 | $467K |
| Arbor Capital Management Inc. | 0.44% | New | 9,955 | $466K |
| Curtis Advisory Group, LLC | 0.13% | Reduce -4.8% | 9,965 | $466K |
| IHT Wealth Management, LLC | 0.01% | New | 9,953 | $465K |
| McElhenny Sheffield Capital Management, LLC | 0.15% | Reduce -6.8% | 9,873 | $461K |
| Milestone Investment Advisors LLC | 0.13% | New | 9,852 | $460K |
| Aviso Financial Inc. | 0.02% | Add +96.2% | 9,710 | $454K |
| CGC Financial Services, LLC | 0.18% | Add +4.4% | 9,599 | $449K |
| Peterson Financial Group, Inc. | 1.72% | Add +1.4% | 9,569 | $447K |
| AE Wealth Management LLC | 0.00% | Reduce -7.1% | 9,564 | $447K |
| Greatmark Investment Partners, Inc. | 0.06% | New | 9,550 | $446K |
| Aprio Wealth Management, LLC | 0.07% | Reduce -4.2% | 9,342 | $437K |
| Fiduciary Trust Co | 0.01% | No change | 9,330 | $436K |
| Fortitude Advisory Group L.L.C. | 0.27% | Reduce -2.0% | 9,325 | $436K |
| KOM Wealth Management Group, LLC | 0.36% | Reduce -22.6% | 9,179 | $429K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +14.9% | 9,011 | $421K |
| PFG Investments, LLC | 0.03% | Add +1.2% | 8,895 | $416K |
| AFS Financial Group, LLC | 35.92% | Reduce -57.0% | 8,859 | $414K |
| EverSource Wealth Advisors, LLC | 0.03% | Add +75.1% | 8,732 | $408K |
| Scott Capital Advisors, LLC | 0.12% | Add +1.1% | 8,730 | $408K |
| Regal Investment Advisors LLC | 0.03% | Reduce -0.9% | 8,725 | $408K |
| Consolidated Portfolio Review Corp | 0.09% | New | 8,704 | $407K |
| Dudley Capital Management, LLC | 0.21% | Reduce -1.2% | 8,523 | $398K |
| SlateStone Wealth, LLC | 0.04% | Add +0.5% | 8,462 | $396K |
| NCM Capital Management, LLC | 0.19% | New | 8,402 | $393K |
| Keystone Financial Group | 0.05% | New | 8,346 | $390K |
| Cardinal Point Capital Management ULC | 0.07% | Reduce -82.4% | 8,315 | $390K |
| Kovack Advisors, Inc. | 0.04% | New | 8,138 | $380K |
| Saxon Interests, Inc. | 0.17% | Add +53.7% | 8,033 | $375K |
| Intelligence Driven Advisers, LLC | 0.05% | Reduce -16.4% | 7,910 | $370K |
| Trademark Financial Management, LLC | 0.29% | New | 7,879 | $368K |
| Trustmark Bank Trust Department | 0.03% | No change | 7,798 | $364K |
| Wealthcare Capital Management LLC | 0.04% | New | 7,704 | $360K |
| Canal Capital Management, LLC | 0.06% | New | 7,692 | $360K |
| Heritage Wealth Management, Inc./Texas | 0.21% | Reduce -2.3% | 7,653 | $358K |
| Strata Wealth Advisors, LLC | 0.11% | New | 7,023 | $328K |
| Essential Planning, LLC. | 0.13% | New | 6,985 | $326K |
| William Howard & Co Financial Advisors Inc | 0.28% | New | 6,935 | $324K |
| Seelaus Asset Management LLC | 0.30% | Add +38.8% | 6,910 | $323K |
| Redwood Financial Network Corp | 0.25% | Reduce -4.1% | 6,766 | $316K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -24.1% | 6,763 | $316K |
| Hardy Reed LLC | 0.03% | Add +2.4% | 6,717 | $314K |
| Rockland Trust Co. | 0.02% | Reduce -29.8% | 6,577 | $307K |
| CW Advisors, LLC | 0.00% | New | 6,329 | $296K |
| Inscription Capital, LLC | 0.04% | No change | 6,249 | $292K |
| Capital CS Group, LLC | 0.35% | Add +2.4% | 6,171 | $288K |
| Keel Point, LLC | 0.02% | Add +23.0% | 6,104 | $285K |
| Moloney Securities Asset Management, LLC | 0.04% | New | 5,874 | $275K |
| Daymark Wealth Partners, LLC | 0.01% | New | 5,690 | $266K |
| D.B. Root & Company, LLC | 0.09% | Reduce -3.0% | 5,595 | $262K |
| Ameriprise Financial Inc. | 0.00% | Reduce -40.6% | 5,490 | $257K |
| FinTrust Capital Advisors, LLC | 0.04% | No change | 5,458 | $255K |
| Signet Financial Management, LLC | 0.03% | No change | 5,405 | $253K |
| Precedent Wealth Partners, LLC | 0.08% | New | 5,282 | $247K |
| Capital Insight Partners, LLC | 0.04% | Reduce -0.1% | 5,049 | $236K |
| Liberty Wealth Management LLC | 0.04% | New | 5,036 | $235K |
| National Bank of Canada | 0.00% | Reduce -40.7% | 5,000 | $234K |
| Great Point Wealth Advisors, LLC | 0.05% | Reduce -22.3% | 4,993 | $233K |
| International Assets Investment Management, LLC | 0.02% | Add +118.3% | 5,147 | $232K |
| Farther Finance Advisors, LLC | 0.01% | Add +1709.1% | 4,957 | $232K |
| WealthShield Partners, LLC | 0.03% | Add +6.7% | 4,922 | $231K |
| Private Management Group Inc. | 0.01% | Reduce -1.6% | 4,773 | $223K |
| NWF Advisory Services Inc. | 0.03% | New | 4,772 | $223K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | New | 4,697 | $220K |
| Round Rock Advisors LLC | 0.05% | No change | 4,627 | $216K |
| BKM Wealth Management, LLC | 0.09% | New | 4,621 | $216K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 4,606 | $215K |
| 9258 Wealth Management, LLC | 0.03% | No change | 4,565 | $213K |
| Performance Wealth Partners, LLC | 0.01% | New | 4,549 | $213K |
| Wedbush Securities Inc. | 0.01% | New | 4,524 | $211K |
| TCFG Wealth Management, LLC | 0.10% | — | 4,372 | $204K |
| AQR Capital Management | 0.00% | Reduce -43.6% | 4,336 | $203K |
| Savvy Advisors, Inc. | 0.04% | New | 4,323 | $202K |
| Glass Jacobson Investment Advisors llc | 0.06% | No change | 3,874 | $181K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +126.7% | 3,668 | $171K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +105.6% | 3,516 | $164K |
| Financial Freedom, LLC | 0.07% | Add +0.7% | 2,879 | $135K |
| Armstrong Advisory Group, Inc. | 0.01% | New | 2,760 | $129K |
| IAG Wealth Partners, LLC | 0.02% | Reduce -38.3% | 2,438 | $114K |
| GPS Wealth Strategies Group, LLC | 0.01% | New | 2,360 | $110K |
| Financial Management Professionals, Inc. | 0.01% | Add +323.6% | 2,330 | $109K |
| Geneos Wealth Management Inc. | 0.00% | Add +4.1% | 2,200 | $103K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 1,857 | $87K |
| Private Trust Co. NA | 0.01% | No change | 1,707 | $80K |
| Grant/GrossMendelsohn, LLC | 0.03% | Reduce -25.2% | 24,545 | $74K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 1,479 | $69K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | Reduce -4.7% | 1,436 | $67K |
| Bogart Wealth, LLC | 0.00% | Add +16.0% | 1,277 | $60K |
| Creative Capital Management Investments LLC | 0.02% | No change | 1,241 | $58K |
| Bell Investment Advisors, Inc | 0.01% | No change | 1,233 | $58K |
| Investors Research Corp | 0.01% | No change | 1,222 | $57K |
| Darwin Wealth Management, LLC | 0.01% | New | 1,157 | $54K |
| Beacon Capital Management, LLC | 0.01% | Add +842.5% | 1,065 | $50K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,010 | $47K |
| Highline Wealth Partners LLC | 0.02% | New | 998 | $47K |
| Richardson Capital Management LLC | 0.03% | Add +1.2% | 977 | $46K |
| Fifth Third Bancorp | 0.00% | New | 953 | $45K |
| Trust Co. of Vermont | 0.00% | New | 876 | $41K |
| Pineridge Advisors LLC | 0.01% | Reduce -25.7% | 724 | $34K |
| Northwest Investment Counselors, LLC | 0.01% | New | 640 | $30K |
| Lanark Financial, Inc. | 0.00% | No change | 628 | $29K |
| US Bancorp \de | 0.00% | Reduce -53.7% | 535 | $25K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | New | 534 | $25K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 517 | $24K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.6% | 472 | $22K |
| Smartleaf Asset Management LLC | 0.00% | No change | 446 | $21K |
| Financial Perspectives, Inc | 0.01% | No change | 438 | $20K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 395 | $18K |
| MCF Advisors LLC | 0.00% | No change | 330 | $15K |
| Spectrum Wealth Counsel, LLC | 0.00% | New | 319 | $15K |
| Headlands Technologies LLC | 0.00% | New | 298 | $14K |
| Caldwell Trust Co | 0.00% | No change | 246 | $11K |
| Clarity Asset Management, Inc. | 0.01% | Add +1.3% | 238 | $11K |
| Koesten, Hirschmann & Crabtree, INC. | 0.01% | Add +18.0% | 190 | $9K |
| Oakworth Capital, Inc. | 0.00% | New | 182 | $9K |
| Salomon & Ludwin, LLC | 0.00% | No change | 162 | $8K |
| Johnson Financial Group, Inc. | 0.00% | New | 161 | $8K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -41.8% | 103 | $5K |
| Activest Wealth Management | 0.00% | Add +1.9% | 107 | $5K |
| WR Wealth Planners, LLC | 0.00% | New | 103 | $5K |
| Simplex Trading, LLC | 0.00% | New | 97 | $4K |
| FSA Wealth Management LLC | 0.00% | — | 66 | $3K |
| Financial Gravity Companies, Inc. | 0.00% | — | 58 | $3K |
| Archer Investment Corp | 0.00% | Add +43.6% | 56 | $3K |
| Arax Advisory Partners | 0.00% | Reduce -85.1% | 47 | $2K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 37 | $2K |
| First Community Trust NA | 0.00% | New | 29 | $1K |
| Citigroup Inc. | 0.00% | Reduce -38.9% | 22 | $1K |
| Kozak & Associates, Inc. | 0.00% | No change | 12 | $573 |
| 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.