Fidelity Total Bond ETFFBNDETF
13F holders, Q4 2024 (December 31)602holders +76
73new positions
28sold out
4famous investors
$43.90avg. 13F price*
At the end of Q4 2024, 602 institutions reported holding Fidelity Total Bond ETF (FBND) in their 13F filings, up 76 from Q3 2024. 73 opened new positions and 28 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($3.3B), Morgan Stanley ($1.6B) and FMR LLC ($577.3M). 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 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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $225.8M |
| Exits | 28 | $12.5M |
All 13F filers, Q3 2024 → Q4 2024: 107,256,574 shares bought and 3,398,799 shares sold, net +103,857,775 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 602 holders
| Northwestern Mutual Wealth Management Co. | 2.78% | Add +1542.5% | 73,383,975 | $3.3B |
| Morgan Stanley | 0.11% | Add +25.4% | 35,169,747 | $1.6B |
| FMR LLC | 0.03% | Add +2.1% | 12,865,154 | $577.3M |
| Bank of America Corp. | 0.05% | Add +8.4% | 11,296,969 | $506.9M |
| JPMorgan Chase & Co. | 0.03% | Add +39.2% | 7,194,319 | $322.8M |
| Country Trust Bank | 6.72% | Add +0.5% | 5,991,275 | $268.8M |
| UBS Group AG | 0.05% | Add +5.6% | 5,050,176 | $226.6M |
| Envestnet Asset Management Inc. | 0.07% | Add +2.8% | 4,606,970 | $206.7M |
| Raymond James Financial Inc. | 0.07% | — | 4,378,020 | $196.4M |
| RFG Advisory, LLC | 5.45% | Add +6.2% | 4,293,510 | $192.6M |
| Mather Group, Llc. | 2.13% | Add +3.0% | 3,651,935 | $163.9M |
| LPL Financial LLC | 0.06% | Add +21.4% | 3,379,362 | $151.6M |
| Royal Bank of Canada | 0.03% | Add +60.9% | 3,374,879 | $151.4M |
| Osaic Holdings, Inc. | 0.31% | Add +4.1% | 3,125,373 | $140.3M |
| Kestra Advisory Services, LLC | 0.76% | Add +7.1% | 3,072,896 | $138.6M |
| Legacy Wealth Management, LLC | 8.87% | Add +4.9% | 3,080,887 | $138.2M |
| Commonwealth Equity Services, LLC | 0.20% | Add +28.2% | 3,049,607 | $136.8M |
| Dynasty Wealth Management, LLC | 2.28% | Add +142.1% | 2,940,413 | $131.9M |
| Cetera Investment Advisers | 0.26% | Add +55.1% | 2,804,806 | $125.9M |
| Forvis Mazars Wealth Advisors, LLC | 2.70% | Add +3.6% | 2,614,666 | $117.3M |
| Thrivent Financial for Lutherans | 0.22% | Add +15.5% | 2,493,627 | $112.2M |
| Blue Chip Partners, LLC | 9.48% | Reduce -1.6% | 2,456,424 | $110.2M |
| Capital Analysts, LLC | 3.55% | Add +3.6% | 1,970,788 | $88.4M |
| Sagespring Wealth Partners, LLC | 2.27% | — | 8,809,902 | $86.0M |
| Ritholtz Wealth Management | 2.45% | Add +5.4% | 1,855,006 | $83.2M |
| MML Investors Services, LLC | 0.28% | Add +3.5% | 1,797,039 | $80.6M |
| Bank of New York Mellon Corp | 0.01% | New | 1,758,308 | $78.9M |
| TruWealth Advisors, LLC | 4.71% | Add +44.6% | 1,740,086 | $78.1M |
| Summit Financial Strategies, Inc. | 8.60% | Add +9.3% | 1,737,448 | $78.0M |
| HighTower Advisors, LLC | 0.10% | Add +145.5% | 1,706,590 | $76.6M |
| Focus Partners Wealth | 0.19% | Add +131.8% | 1,613,857 | $72.4M |
| Retirement Planning Group, LLC | 3.61% | Add +69.8% | 1,597,812 | $71.7M |
| McKinley Carter Wealth Services, Inc. | 4.26% | Add +14.4% | 1,550,144 | $69.6M |
| Octavia Wealth Advisors, LLC | 8.01% | Add +5.9% | 1,463,599 | $66.0M |
| Cambridge Investment Research Advisors, Inc. | 0.22% | Add +62.5% | 1,461,377 | $65.6M |
| Cwm, LLC | 0.26% | Add +11.3% | 1,416,936 | $63.6M |
| Sax Wealth Advisors, LLC | 4.90% | Add +94.0% | 1,394,635 | $62.6M |
| Falcon Wealth Planning | 5.55% | Add +2.1% | 1,109,388 | $49.8M |
| Wealthcare Advisory Partners LLC | 1.34% | Add +5.3% | 1,078,366 | $48.4M |
| Quotient Wealth Partners, LLC | 1.54% | Add +2.4% | 1,050,303 | $47.1M |
| Crane Advisory, LLC | 8.26% | Reduce -3.7% | 1,050,079 | $47.1M |
| Aptus Capital Advisors, LLC | 0.56% | Add +19.8% | 1,043,318 | $47.0M |
| Ameritas Advisory Services, LLC | 1.59% | Add +50.6% | 1,029,253 | $46.2M |
| HUB Investment Partners, LLC | 1.92% | Add +11.2% | 1,016,093 | $45.6M |
| Dynamic Advisor Solutions LLC | 1.93% | Add +3.6% | 991,331 | $44.5M |
| Sunburst Financial Group, LLC | 10.94% | Add +13.4% | 986,466 | $44.3M |
| Fermata Advisors, LLC | 8.08% | Reduce -7.9% | 964,442 | $43.3M |
| Valeo Financial Advisors, LLC | 1.18% | Add +322.9% | 942,475 | $42.3M |
| Harbor Group, Inc. | 9.26% | Add +3.9% | 918,090 | $41.2M |
| Modern Wealth Management, LLC | 1.53% | New | 916,117 | $41.1M |
| McGlone Suttner Wealth Management, Inc. | 6.71% | Add +38.3% | 895,790 | $40.2M |
| Sherrill & Hutchins Financial Advisory, Inc | 32.68% | Add +4.0% | 823,928 | $37.0M |
| Creative Planning | 0.04% | Add +1113.9% | 822,015 | $36.9M |
| Creative Financial Designs Inc. | 2.83% | Add +2.5% | 774,785 | $34.8M |
| OLIO Financial Planning | 12.07% | Add +584.5% | 765,888 | $34.4M |
| Power Wealth Management LLC | 13.96% | Add +17.3% | 744,852 | $33.4M |
| Correct Capital Wealth Management | 6.54% | Add +5.3% | 731,982 | $32.8M |
| Drake & Associates, LLC | 9.21% | Add +29.8% | 715,999 | $32.4M |
| Goodwin Investment Advisory | 16.72% | Add +11.1% | 711,339 | $31.9M |
| Weatherly Asset Management L. P. | 2.81% | Add +12.1% | 701,958 | $31.6M |
| Vicus Capital | 2.81% | Reduce -1.2% | 704,993 | $31.6M |
| Brookstone Capital Management | 0.45% | Add +9.8% | 694,526 | $31.2M |
| WestHill Financial Advisors, Inc. | 6.86% | Add +3.1% | 682,918 | $30.6M |
| Shorepoint Capital Partners LLC | 6.98% | Add +5.2% | 679,998 | $30.5M |
| Navalign, LLC | 8.79% | Add +5.4% | 666,172 | $29.9M |
| Mascoma Wealth Management LLC | 7.36% | Add +4.2% | 653,202 | $29.3M |
| Avantax Advisory Services, Inc. | 0.18% | Add +24.1% | 647,118 | $29.0M |
| W.G. Shaheen & Associates DBA Whitney & Co | 2.99% | Add +4.2% | 634,556 | $28.5M |
| Shakespeare Wealth Management, LLC | 7.61% | Add +2.6% | 629,202 | $28.2M |
| Pallas Capital Advisors LLC | 1.17% | Reduce -48.5% | 610,684 | $27.4M |
| Wealth Management Resources, Inc. | 10.09% | Add +35.9% | 609,484 | $27.3M |
| Rehmann Capital Advisory Group | 1.68% | Reduce -2.6% | 591,868 | $26.6M |
| Regimen Wealth, LLC | 8.67% | Add +8.4% | 591,627 | $26.5M |
| CPA Asset Management Group, LLC | 12.33% | Add +4.4% | 591,155 | $26.5M |
| Essential Planning, LLC. | 0.17% | Add +8064.1% | 570,265 | $26.0M |
| Arete Wealth Advisors, LLC | 1.87% | Add +29.0% | 578,076 | $26.0M |
| Wealth Alliance Advisory Group, LLC | 5.48% | Add +0.8% | 578,236 | $25.9M |
| Spire Wealth Management | 0.80% | Reduce -1.2% | 576,971 | $25.9M |
| NewEdge Advisors, LLC | 0.15% | Add +2.4% | 564,648 | $25.3M |
| Lineweaver Wealth Advisors, LLC | 4.68% | Add +6.5% | 563,975 | $25.3M |
| KFG Wealth Management, LLC | 4.73% | Add +94.6% | 563,676 | $25.3M |
| Presidio Capital Management, LLC | 13.40% | Add +13.8% | 557,442 | $25.0M |
| Wealthspire Retirement, LLC | 1.95% | Add +25.6% | 551,555 | $24.7M |
| Baird Financial Group, Inc. | 0.05% | Add +44.2% | 549,855 | $24.7M |
| Nicolet Advisory Services, LLC | 2.24% | Add +2.4% | 548,449 | $24.4M |
| Mariner, LLC | 0.04% | Add +11.9% | 539,311 | $24.2M |
| WBH Advisory Inc. | 2.23% | Add +9.9% | 535,162 | $24.0M |
| Coyle Financial Counsel LLC | 7.59% | Add +12.7% | 534,438 | $24.0M |
| Compass Ion Advisors, LLC | 2.80% | Add +12.6% | 525,097 | $23.6M |
| Beta Wealth Group, Inc. | 9.96% | Add +6.3% | 501,904 | $22.5M |
| Sard Wealth Management Group, LLC | 14.74% | Reduce -0.2% | 488,984 | $21.9M |
| ABLE Financial Group, LLC | 6.32% | Add +131.2% | 476,625 | $21.4M |
| Kestra Investment Management, LLC | 0.82% | Add +2.6% | 466,733 | $20.9M |
| Pension & Wealth Management Advisors, Inc. | 8.30% | Add +3.2% | 463,362 | $20.8M |
| Cyndeo Wealth Partners, LLC | 1.40% | Reduce -3.9% | 462,981 | $20.8M |
| Riverpoint Wealth Management Holdings, LLC | 5.26% | Add +24.6% | 449,168 | $20.2M |
| Main Street Financial Solutions, LLC | 1.99% | Reduce -2.0% | 449,162 | $20.2M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -3.4% | 440,466 | $19.8M |
| Founders Financial Securities LLC | 1.78% | Reduce -2.9% | 440,097 | $19.7M |
| Global Retirement Partners, LLC | 0.56% | Reduce -1.7% | 438,597 | $19.7M |
"% of holder's portfolio" is FBND's weight in each manager's 13F, not the share of Fidelity Total Bond ETF the manager owns.