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 |
| Harbour Investments, Inc. | 0.54% | Add +10.0% | 421,099 | $18.9M |
| Aspiriant, LLC | 0.68% | Add +6.5% | 416,563 | $18.7M |
| WNY Asset Management, LLC | 2.30% | Add +13.7% | 414,209 | $18.6M |
| Allworth Financial LP | 0.10% | Add +84.2% | 412,337 | $18.6M |
| Bridgewealth Advisory Group, LLC | 5.16% | Add +25.7% | 404,388 | $18.3M |
| DeDora Capital, Inc. | 4.99% | Add +0.6% | 406,343 | $18.2M |
| Horizon Investments, LLC | 0.51% | Reduce -4.4% | 400,651 | $17.9M |
| Certified Advisory Corp | 1.93% | Add +2.0% | 397,080 | $17.8M |
| Gotham Asset Management | 0.17% | Add +7.3% | 394,635 | $17.7M |
| EnRich Financial Partners LLC | 5.83% | Add +2.8% | 390,292 | $17.5M |
| Baker Boyer National Bank | 6.03% | Reduce -0.7% | 388,918 | $17.5M |
| Valley National Advisers Inc. | 3.09% | Add +16.1% | 383,672 | $17.2M |
| Kestra Private Wealth Services, LLC | 0.29% | Add +9.3% | 382,376 | $17.2M |
| CMG Global Holdings, LLC | 9.32% | Reduce -2.5% | 375,491 | $16.9M |
| Citadel Advisors | 0.02% | Reduce -28.1% | 369,330 | $16.6M |
| Hunter Associates Investment Management LLC | 2.48% | Add +21.1% | 362,890 | $16.3M |
| John W. Brooker & Co., CPAs | 7.01% | Add +4.2% | 362,093 | $16.2M |
| Walker Financial Services, Inc. | 9.43% | Add +21.9% | 361,548 | $16.2M |
| Integrated Wealth Concepts LLC | 0.19% | Add +25.0% | 359,741 | $16.1M |
| Occidental Asset Management, LLC | 2.50% | Add +3.8% | 357,644 | $16.0M |
| Souders Financial Advisors | 2.22% | Add +10.9% | 354,014 | $15.9M |
| Southern Style Financial, Inc. | 12.81% | — | 352,577 | $15.8M |
| Triad Wealth Partners, LLC | 5.67% | Reduce -11.0% | 350,166 | $15.7M |
| Centerline Wealth Advisors, LLC | 9.08% | — | 345,161 | $15.5M |
| Atria Wealth Solutions, Inc. | 0.17% | Add +17.9% | 337,452 | $15.2M |
| KFA Private Wealth Group, LLC | 6.02% | Add +17.9% | 320,407 | $14.4M |
| Equitable Holdings, Inc. | 0.13% | Add +68.5% | 313,447 | $14.1M |
| Destiny Capital Corp | 8.53% | Add +2.1% | 313,264 | $14.1M |
| Meriwether Wealth & Planning, LLC | 9.97% | — | 312,070 | $14.0M |
| Silver Oak Securities, Incorporated | 1.29% | Add +138.9% | 309,715 | $13.9M |
| Capital Wealth Management, LLC | 5.95% | Add +1.6% | 309,229 | $13.9M |
| OneAscent Financial Services LLC | 1.16% | New | 302,947 | $13.7M |
| Unique Wealth Strategies, LLC | 5.94% | Add +3.9% | 301,195 | $13.5M |
| Baker Ellis Asset Management LLC | 1.97% | Add +1.7% | 297,983 | $13.4M |
| Sentinel Pension Advisors, LLC | 2.47% | Add +1.1% | 296,307 | $13.3M |
| Kickstand Ventures, Llc. | 3.36% | Reduce -2.3% | 293,403 | $13.2M |
| Advisor OS, LLC | 1.52% | Reduce -20.8% | 292,330 | $13.1M |
| BG Investment Services, LLC | 12.96% | — | 286,758 | $12.9M |
| RCS Financial Planning, LLC | 6.83% | New | 284,743 | $12.8M |
| Pasadena Private Wealth, LLC | 2.63% | Add +5.2% | 284,869 | $12.8M |
| Financial & Tax Architects, LLC | 3.25% | New | 284,242 | $12.8M |
| PFG Advisors | 0.77% | Add +19.0% | 279,572 | $12.5M |
| Foundations Investment Advisors, LLC | 0.24% | Add +21.6% | 278,995 | $12.5M |
| Salus Financial Advisors, LLC | 9.74% | — | 277,157 | $12.4M |
| Oppenheimer & Co. Inc. | 0.19% | Reduce -4.1% | 276,781 | $12.4M |
| Goldstone Financial Group, LLC | 1.91% | Add +4.5% | 270,986 | $12.2M |
| Dogwood Wealth Management LLC | 6.38% | New | 268,726 | $12.1M |
| Dahring | Cusmano LLC | 10.92% | — | 268,401 | $12.0M |
| tru Independence LLC | 3.74% | Add +6.7% | 265,082 | $11.9M |
| MJP Associates Inc. | 2.13% | Add +5.0% | 263,804 | $11.8M |
| Genesis Private Wealth, LLC | 6.52% | — | 263,732 | $11.8M |
| Courier Capital LLC | 0.80% | Add +73.3% | 258,695 | $11.6M |
| Buttonwood Financial Advisors Inc. | 5.04% | Add +10.9% | 255,763 | $11.5M |
| LPF Advisors LLC | 9.47% | Add +5.7% | 252,202 | $11.3M |
| Summit X, LLC | 2.48% | Add +9.6% | 249,215 | $11.2M |
| New Insight Wealth Advisors | 5.58% | Add +30.4% | 248,192 | $11.1M |
| Williams & Novak, LLC | 10.73% | Add +27.4% | 247,973 | $11.1M |
| Vestmark Advisory Solutions, Inc. | 0.38% | Reduce -11.2% | 244,867 | $11.0M |
| Corient Private Wealth LP | 0.02% | Reduce -46.7% | 241,097 | $10.8M |
| Physician Wealth Advisors, Inc. | 1.78% | Reduce -8.3% | 234,164 | $10.5M |
| Resolute Wealth Strategies, LLC | 5.38% | Reduce -45.9% | 233,134 | $10.5M |
| World Investment Advisors | 0.28% | Add +23.1% | 226,993 | $10.2M |
| Milestone Investment Advisors LLC | 2.75% | Add +2193.3% | 225,937 | $10.1M |
| Investment Planning Advisors, Inc. | 4.41% | Add +6.4% | 225,245 | $10.1M |
| USAdvisors Wealth Management, LLC | 3.24% | Add +20.7% | 222,011 | $10.0M |
| Cornerstone Wealth Management, LLC | 0.67% | Add +41.3% | 220,432 | $9.9M |
| Larson Financial Group LLC | 0.50% | Add +72.3% | 216,240 | $9.7M |
| Steph & Co. | 3.21% | Reduce -13.0% | 211,934 | $9.5M |
| Valmark Advisers, Inc. | 0.15% | Add +27.2% | 210,966 | $9.5M |
| Allegheny Financial Group | 2.43% | Add +0.2% | 210,464 | $9.4M |
| Atria Investments, Inc | 0.12% | Add +18.9% | 207,266 | $9.3M |
| Sequoia Financial Advisors, LLC | 0.09% | Reduce -17.8% | 206,605 | $9.3M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +15.2% | 206,062 | $9.2M |
| Linscomb Wealth, Inc. | 0.46% | Add +11.4% | 204,508 | $9.2M |
| Apex Wealth Management, LLC | 7.83% | — | 202,327 | $9.1M |
| Truist Financial Corp. | 0.01% | Add +1.6% | 197,860 | $8.9M |
| WealthCare Investment Partners, LLC | 3.84% | Reduce -11.8% | 196,108 | $8.8M |
| Opes Wealth Management LLC | 1.80% | Add +5.8% | 195,401 | $8.8M |
| Centaurus Financial, Inc. | 0.53% | Add +4.9% | 194,827 | $8.7M |
| Farther Finance Advisors, LLC | 0.32% | Add +3817.3% | 194,183 | $8.7M |
| Members Wealth LLC | 6.42% | — | 191,377 | $8.6M |
| Dentgroup LLC | 6.41% | Reduce -19.2% | 186,756 | $8.4M |
| Gladstone Institutional Advisory LLC | 0.38% | Add +200.4% | 184,887 | $8.3M |
| Insight Wealth Partners, LLC | 5.24% | Add +11.4% | 184,395 | $8.3M |
| Watchman Group, Inc. | 2.16% | Add +5.4% | 183,414 | $8.2M |
| Sachetta, LLC | 3.14% | Add +12.2% | 177,553 | $8.0M |
| Rooted Wealth Advisors, Inc. | 3.08% | Add +11.5% | 176,048 | $7.9M |
| Keystone Wealth Services, LLC | 2.08% | Reduce -7.7% | 174,968 | $7.9M |
| Schneider Downs Wealth Management Advisors, LP | 1.45% | Add +17.7% | 171,893 | $7.7M |
| Diversify Wealth Management, LLC | 0.60% | Add +1.0% | 172,373 | $7.7M |
| Sigma Planning Corp | 0.24% | Add +4.0% | 169,326 | $7.6M |
| Onyx Bridge Wealth Group LLC | 1.09% | Add +7.9% | 168,961 | $7.6M |
| Cyr Financial Inc. | 6.77% | Add +10.5% | 165,382 | $7.4M |
| Private Advisor Group, LLC | 0.04% | Reduce -4.5% | 163,374 | $7.3M |
| Parallel Advisors, LLC | 0.16% | Add +8.2% | 162,084 | $7.3M |
| FWG Holdings, LLC | 3.48% | Add +4.1% | 160,824 | $7.2M |
| Comerica Bank | 0.03% | Add +33.0% | 157,400 | $7.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +10.6% | 157,196 | $7.1M |
| Perigon Wealth Management, LLC | 0.17% | Add +137.4% | 156,306 | $7.0M |
| LongView Wealth Management | 2.14% | Add +8.3% | 156,430 | $7.0M |
| Visionary Wealth Advisors | 0.40% | Add +58.0% | 150,422 | $6.7M |
| Mayfair Advisory Group, LLC | 3.94% | Reduce -17.9% | 149,102 | $6.7M |
| Baker Avenue Asset Management, LP | 0.20% | Add +1.4% | 149,055 | $6.7M |
| Schmidt P J Investment Management Inc. | 1.14% | Add +5.1% | 146,824 | $6.6M |
| Lokken Investment Group LLC | 2.80% | Add +14.9% | 144,471 | $6.5M |
| Hofer & Associates. Inc | 4.30% | Add +16.6% | 142,867 | $6.4M |
| Primoris Wealth Advisors, LLC | 4.87% | Add +0.6% | 142,483 | $6.4M |
| Advisory Services Network, LLC | 0.12% | Add +20.6% | 141,258 | $6.3M |
| CMH Wealth Management LLC | 1.43% | Add +7.8% | 138,891 | $6.3M |
| Keyvantage Wealth, LLC | 4.42% | — | 137,793 | $6.2M |
| Strategic Blueprint, LLC | 0.37% | Add +23.5% | 137,346 | $6.2M |
| Clarity Wealth Advisors, LLC | 1.67% | Add +21.2% | 136,725 | $6.1M |
| Parcion Private Wealth LLC | 0.47% | Add +3.9% | 136,122 | $6.1M |
| Madison Wealth Partners, Inc | 1.69% | Add +30.8% | 134,917 | $6.1M |
| Axxcess Wealth Management, LLC | 0.15% | Add +177.6% | 131,649 | $5.9M |
| Janney Montgomery Scott LLC | 0.02% | Add +15.6% | 130,516 | $5.9M |
| Cooper Financial Group | 0.70% | Add +5.5% | 129,780 | $5.8M |
| Accelerate Investment Advisors LLC | 5.12% | Add +7.2% | 129,393 | $5.8M |
| OmniStar Financial Group, Inc. | 4.64% | Add +4.5% | 128,641 | $5.8M |
| Stratos Investment Management, LLC | 0.35% | Add +244.3% | 128,180 | $5.8M |
| Allen Capital Group, LLC | 0.69% | Add +0.8% | 126,110 | $5.7M |
| Magnolia Capital Advisors LLC | 1.43% | Add +70.7% | 123,567 | $5.5M |
| Landmark Wealth Management, LLC | 2.45% | Add +4.3% | 123,267 | $5.5M |
| Masso Torrence Wealth Management Inc. | 2.89% | Add +3.6% | 122,472 | $5.5M |
| Prime Capital Investment Advisors, LLC | 0.08% | Add +10.4% | 121,516 | $5.5M |
| Spinnaker Trust | 0.34% | Add +1.4% | 120,748 | $5.4M |
| Zacks Investment Management | 0.05% | Reduce -3.4% | 118,585 | $5.3M |
| Kingswood Wealth Advisors, LLC | 0.39% | Reduce -15.1% | 115,745 | $5.2M |
| Merkkuri Wealth Advisors LLC | 4.07% | Add +10.0% | 114,688 | $5.1M |
| TD Capital Management LLC | 0.52% | Add +11.4% | 114,270 | $5.1M |
| TrueWealth Advisors, LLC | 1.71% | Add +15.6% | 114,224 | $5.1M |
| BOS Asset Management, LLC | 1.83% | New | 113,324 | $5.1M |
| Paragon Advisors, LLC | 1.74% | Add +26.6% | 113,110 | $5.1M |
| Peterson Wealth Advisors, LLC | 0.91% | Add +257.9% | 112,366 | $5.0M |
| Essex Financial Services, Inc. | 0.35% | Reduce -4.3% | 111,350 | $5.0M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +11.6% | 110,481 | $5.0M |
| Orion Portfolio Solutions, LLC | 0.05% | Add +11.6% | 110,481 | $5.0M |
| Sowell Financial Services LLC | 0.26% | Add +53.8% | 109,512 | $4.9M |
| CFO4Life Group, LLC | 0.86% | Add +313.5% | 108,847 | $4.9M |
| Crumly & Associates Inc. | 1.32% | Reduce -0.2% | 107,889 | $4.8M |
| Waverly Advisors, LLC | 0.07% | Add +11.3% | 106,935 | $4.8M |
| KMG Fiduciary Partners, LLC | 0.40% | Add +72.3% | 106,683 | $4.8M |
| Accredited Wealth Management, LLC | 4.17% | — | 105,776 | $4.8M |
| Jones Financial Companies LLLP | 0.00% | Add +42.4% | 103,266 | $4.6M |
| PKS Advisory Services, LLC | 1.16% | — | 102,989 | $4.6M |
| Axis Wealth Partners, LLC | 3.87% | — | 102,379 | $4.6M |
| Stifel Financial Corp. | 0.00% | Reduce -60.0% | 101,716 | $4.6M |
| TD Waterhouse Canada Inc. | 0.04% | Reduce -0.4% | 98,192 | $4.4M |
| Forbes Financial Planning, Inc. | 2.13% | New | 98,052 | $4.4M |
| Avidian Wealth Enterprises, LLC | 0.19% | Reduce -0.6% | 96,696 | $4.3M |
| Peapack Gladstone Financial Corp. | 0.06% | Add +16.6% | 93,800 | $4.2M |
| Spectrum Investment Advisors, Inc. | 2.77% | New | 92,356 | $4.1M |
| SilverOak Wealth Management LLC | 0.89% | Add +34.6% | 92,023 | $4.1M |
| Slagle Financial, LLC | 1.85% | Add +5.5% | 91,649 | $4.1M |
| Adapt Wealth Advisors, LLC | 1.99% | New | 90,087 | $4.0M |
| Robertson Stephens Wealth Management, LLC | 0.14% | Reduce -2.9% | 89,610 | $4.0M |
| Red Mountain Financial, LLC | 4.33% | Add +5.2% | 89,691 | $4.0M |
| D.A. Davidson & Co. | 0.03% | Reduce -9.8% | 89,384 | $4.0M |
| Maple Capital Management, Inc. | 0.29% | Add +5.9% | 88,462 | $4.0M |
| RDA Financial Network | 1.14% | Add +68.8% | 87,343 | $3.9M |
| Ashton Thomas Private Wealth, LLC | 0.15% | Add +13.1% | 86,339 | $3.9M |
| Carnegie Investment Counsel | 0.11% | Add +13.8% | 86,616 | $3.9M |
| Alexander Labrunerie & Co., Inc. | 1.73% | Reduce -1.3% | 86,119 | $3.9M |
| Quad-Cities Investment Group, LLC | 1.89% | Add +34.1% | 85,680 | $3.8M |
| Soltis Investment Advisors LLC | 0.35% | Add +6.5% | 84,770 | $3.8M |
| IFP Advisors, Inc | 0.12% | Add +15.2% | 83,838 | $3.8M |
| Retirement Planning Group, LLC / NY | 4.12% | — | 83,476 | $3.7M |
| Ipsen Advisor Group LLC | 3.20% | — | 83,459 | $3.7M |
| Envision Financial Planning, LLC | 1.91% | Add +4.8% | 82,315 | $3.7M |
| Victory Financial Group, LLC | 0.96% | — | 81,826 | $3.7M |
| Concurrent Investment Advisors, LLC | 0.10% | Add +3.6% | 81,543 | $3.7M |
| First United Bank & Trust | 1.33% | Add +45.5% | 81,461 | $3.7M |
| Clear Investment Research, LLC | 4.67% | Add +6.3% | 80,911 | $3.6M |
| Lincoln Capital Corp. | 1.48% | Add +2.1% | 79,967 | $3.6M |
| Prosperity Consulting Group, LLC | 0.26% | Add +0.4% | 78,378 | $3.5M |
| Opal Wealth Advisors, LLC | 1.04% | Add +15.8% | 77,126 | $3.5M |
| Horizon Investment Services, LLC | 1.46% | Reduce -28.9% | 76,619 | $3.4M |
| Chesley Taft & Associates LLC | 0.16% | Add +25.7% | 76,230 | $3.4M |
| Executive Wealth Management, LLC | 0.26% | Add +1.4% | 75,199 | $3.4M |
| Fortress Financial Group, LLC | 3.27% | — | 73,400 | $3.3M |
| Greykasell Wealth Strategies, Inc. | 1.83% | — | 73,394 | $3.3M |
| Ausdal Financial Partners, Inc. | 0.28% | Add +3.1% | 73,381 | $3.3M |
| Investment Advisory Group, LLC | 1.09% | Add +21.1% | 72,632 | $3.3M |
| Wealthspan Partners, LLC | 1.53% | Add +39.2% | 71,549 | $3.2M |
| Titleist Asset Management, LLC | 0.37% | Add +1.3% | 71,402 | $3.2M |
| Family Capital Management, Inc. | 1.92% | Reduce -2.0% | 70,818 | $3.2M |
| Davis Wealth Advisors, LLC | 3.42% | — | 69,357 | $3.1M |
| Cozad Asset Management Inc. | 0.29% | Add +1.1% | 68,783 | $3.1M |
| Captrust Financial Advisors | 0.01% | Reduce -14.5% | 68,441 | $3.1M |
| Mascagni Wealth Management, Inc. | 3.05% | — | 67,102 | $3.1M |
| Capital Planning LLC | 0.80% | Add +122.2% | 67,562 | $3.0M |
| Arkadios Wealth Advisors | 0.17% | Add +139.7% | 67,383 | $3.0M |
| CRA Financial Services, LLC | 0.52% | Add +59.6% | 67,181 | $3.0M |
| Tower Wealth Partners, Inc. | 1.57% | New | 66,707 | $3.0M |
| Delta Financial Group, Inc. | 0.69% | New | 65,518 | $2.9M |
| Financial Synergies Wealth Advisors, Inc. | 0.34% | Add +45.5% | 61,697 | $2.8M |
| Quadrant Capital Group LLC | 0.19% | Add +23.9% | 61,518 | $2.8M |
| Roof Eidam Maycock Peralta, LLC | 0.70% | Reduce -4.9% | 60,557 | $2.7M |
| Shore Point Advisors, LLC | 1.45% | Reduce -2.6% | 60,276 | $2.7M |
| AdvisorNet Financial, Inc | 0.23% | Reduce -2.1% | 60,255 | $2.7M |
| Betterment LLC | 0.01% | Add +17.9% | 59,107 | $2.7M |
| Savvy Advisors, Inc. | 0.32% | Add +1266.9% | 59,092 | $2.7M |
| Leelyn Smith, LLC | 0.46% | Add +4.5% | 58,149 | $2.6M |
| &partners | 0.03% | Reduce -4.5% | 56,431 | $2.5M |
| Financial Management Network Inc. | 0.52% | New | 56,230 | $2.5M |
| Wells Fargo & Company | 0.00% | Add +80.8% | 55,295 | $2.5M |
| Barry Investment Advisors, LLC | 0.78% | Add +31.3% | 54,115 | $2.4M |
| Flagship Harbor Advisors, LLC | 0.13% | Reduce -38.7% | 54,178 | $2.4M |
| TFB Advisors LLC | 0.68% | Add +97.8% | 53,295 | $2.4M |
| Capital Asset Advisory Services LLC | 0.12% | Add +10.1% | 52,946 | $2.4M |
| Brown Advisory Inc. | 0.00% | Add +0.0% | 52,331 | $2.3M |
| Guardian Wealth Advisors, LLC / NC | 0.19% | New | 51,920 | $2.3M |
| Rwa Wealth Partners, LLC | 0.03% | Add +7.9% | 51,537 | $2.3M |
| Anchor Capital Advisors LLC | 0.07% | Reduce -31.5% | 50,898 | $2.3M |
| Eagle Rock Investment Company, LLC | 0.36% | Add +7.6% | 48,905 | $2.2M |
| Galvin, Gaustad & Stein, LLC | 0.20% | Add +0.8% | 48,479 | $2.2M |
| Eley Financial Management, Inc | 0.84% | New | 48,177 | $2.2M |
| Cornerstone Wealth Group, LLC | 0.18% | Add +11.4% | 47,789 | $2.1M |
| Legacy Solutions, LLC | 2.32% | — | 47,399 | $2.1M |
| Agilis Partners LLC | 0.63% | Reduce -2.3% | 46,645 | $2.1M |
| IRON Financial LLC | 1.18% | Reduce -2.0% | 46,628 | $2.1M |
| Professional Financial Advisors, LLC | 0.53% | Add +4.0% | 45,849 | $2.1M |
| Bangor Savings Bank | 0.19% | Reduce -4.6% | 45,535 | $2.0M |
| Rockefeller Capital Management L.P. | 0.01% | Add +8.7% | 43,479 | $2.0M |
| ORG Partners LLC | 0.27% | Add +9.9% | 43,300 | $1.9M |
| Triangle Securities Wealth Management | 0.48% | Add +49.7% | 42,077 | $1.9M |
| Graney & King, LLC | 1.41% | — | 41,495 | $1.9M |
| Smith, Moore & Co. | 0.17% | Add +22.7% | 40,859 | $1.8M |
| Nwam LLC | 0.11% | Reduce -8.1% | 39,969 | $1.8M |
| Interchange Capital Partners, LLC | 0.64% | Reduce -0.0% | 42,906 | $1.8M |
| Mutual Advisors, LLC | 0.05% | Add +15.2% | 39,150 | $1.8M |
| Legacy Financial Advisors, Inc. | 0.29% | Reduce -25.2% | 39,079 | $1.8M |
| Riverbend Wealth Management, LLC | 1.56% | — | 39,045 | $1.8M |
| Cassady Schiller Wealth Management, LLC | 0.64% | Reduce -0.7% | 38,841 | $1.7M |
| NewEdge Wealth, LLC | 0.03% | Add +69.8% | 38,818 | $1.7M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Reduce -24.3% | 38,738 | $1.7M |
| Warwick Investment Management, Inc. | 0.36% | New | 38,442 | $1.7M |
| Leigh Baldwin & Co., LLC | 1.41% | — | 37,348 | $1.7M |
| Unique Wealth, LLC | 0.35% | Reduce -22.6% | 37,073 | $1.7M |
| JFS Wealth Advisors, LLC | 0.11% | Add +18.1% | 35,356 | $1.6M |
| Transcendent Capital Group LLC | 0.81% | Add +11.1% | 34,705 | $1.6M |
| InTrack Investment Management Inc | 1.08% | Add +41.9% | 34,796 | $1.5M |
| Berger Financial Group, Inc | 0.11% | Reduce -0.7% | 34,140 | $1.5M |
| Cedar Point Capital Partners, LLC | 1.04% | Add +6.4% | 34,139 | $1.5M |
| Defined Wealth Management, LLC | 1.01% | Add +0.4% | 34,118 | $1.5M |
| Northwest Capital Management Inc | 0.65% | Reduce -3.0% | 34,012 | $1.5M |
| Lake Street Advisors Group, LLC | 0.07% | Add +0.2% | 33,445 | $1.5M |
| Norris Perne & French LLP | 0.11% | Add +13.9% | 33,564 | $1.5M |
| Benchmark Financial Wealth Advisors, LLC | 0.48% | New | 33,506 | $1.5M |
| Bryant Woods Investment Advisors, LLC | 0.73% | New | 33,398 | $1.5M |
| Twin Peaks Wealth Advisors, LLC | 0.61% | Reduce -9.0% | 32,004 | $1.4M |
| Kuhn & Co Investment Counsel | 1.21% | Add +2.8% | 31,667 | $1.4M |
| Condor Capital Management | 0.13% | New | 31,596 | $1.4M |
| Pittenger & Anderson Inc. | 0.05% | Add +21.0% | 31,180 | $1.4M |
| SageView Advisory Group, LLC | 0.06% | Reduce -22.7% | 31,148 | $1.4M |
| Independent Financial Group, LLC | 0.04% | Add +15.1% | 30,160 | $1.4M |
| Bay Capital Advisors, LLC | 1.07% | — | 29,730 | $1.3M |
| Mosaic Financial Group, LLC | 0.95% | Add +8.8% | 29,412 | $1.3M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +12.7% | 28,834 | $1.3M |
| Concourse Financial Group Securities, Inc. | 0.07% | Add +16.8% | 28,120 | $1.3M |
| Valley Wealth Managers, Inc. | 0.09% | Add +28.6% | 28,116 | $1.3M |
| Canvas Wealth Advisors, LLC | 0.31% | Reduce -54.7% | 27,648 | $1.3M |
| Waterfront Wealth Inc. | 0.30% | Add +0.9% | 27,898 | $1.3M |
| Ibex Wealth Advisors | 0.14% | New | 26,955 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.0% | 26,761 | $1.2M |
| Valley Financial Group, Inc. | 0.83% | Reduce -2.3% | 26,700 | $1.2M |
| Chris Bulman Inc | 0.76% | Add +6.5% | 26,621 | $1.2M |
| Barnes Pettey Financial Advisors, LLC | 0.90% | Add +48.1% | 26,219 | $1.2M |
| Cary Street Partners Financial LLC | 0.04% | — | 25,974 | $1.2M |
| EWG Elevate Inc. | 0.35% | Add +24.9% | 25,639 | $1.2M |
| Thoroughbred Financial Services, LLC | 0.07% | Reduce -1.2% | 25,021 | $1.1M |
| Townsquare Capital LLC | 0.01% | New | 24,732 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | New | 24,104 | $1.1M |
| King Wealth Management Group | 0.16% | Add +1.0% | 23,930 | $1.1M |
| Bright Financial Advisors, Inc. | 0.66% | New | 23,228 | $1.0M |
| Nations Financial Group Inc, /Ia/ | 0.08% | Add +18.0% | 23,154 | $1.0M |
| Curtis Advisory Group, LLC | 0.27% | Add +131.5% | 23,065 | $1.0M |
| Gerber, LLC | 0.75% | Add +0.3% | 23,011 | $1.0M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.15% | Reduce -6.7% | 22,991 | $1.0M |
| ERn Financial, LLC | 0.15% | Add +2.7% | 22,747 | $1.0M |
| Drucker Wealth 3.0, LLC | 0.23% | New | 22,580 | $1.0M |
| Post Resch Tallon Group Inc. | 0.97% | — | 22,246 | $999K |
| Ancora Advisors LLC | 0.02% | Reduce -30.6% | 22,117 | $992K |
| United Advisor Group, LLC | 0.20% | Add +83.5% | 22,033 | $989K |
| CreativeOne Wealth, LLC | 0.03% | Add +14.7% | 20,960 | $940K |
| Cosner Financial Group, LLC | 0.59% | Reduce -0.0% | 20,927 | $939K |
| Winebrenner Capital Management LLC | 0.72% | — | 20,687 | $928K |
| CGN Advisors LLC | 0.09% | Add +34.8% | 20,429 | $917K |
| Cape Investment Advisory, Inc. | 0.36% | New | 20,362 | $914K |
| Hoxton Planning & Management, LLC | 0.35% | Add +21.1% | 20,335 | $912K |
| Fairvoy Private Wealth, LLC | 0.24% | — | 19,963 | $896K |
| Abbot Financial Management, Inc. | 0.45% | Add +34.5% | 19,947 | $895K |
| Insight Advisors, LLC/ PA | 0.15% | Add +28.8% | 19,479 | $875K |
| Register Financial Advisors LLC | 0.44% | Add +5.6% | 19,507 | $875K |
| Cornell Pochily Investment Advisors, Inc. | 0.30% | Add +22.7% | 19,256 | $864K |
| Next Level Wealth Planning, LLC | 0.67% | — | 19,037 | $854K |
| Koshinski Asset Management, Inc. | 0.07% | Reduce -1.4% | 18,955 | $850K |
| International Private Wealth Advisors LLC | 0.85% | New | 18,935 | $850K |
| Tritonpoint Wealth, LLC | 0.08% | Add +1.7% | 18,718 | $844K |
| One Plus One Wealth Management, LLC | 0.48% | Add +4.0% | 18,340 | $823K |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -27.9% | 18,224 | $818K |
| WealthBridge Capital Management, LLC | 0.23% | Add +23.4% | 18,170 | $815K |
| Capital Square, LLC | 0.46% | No change | 17,820 | $802K |
| Marshall Financial Group, LLC | 0.19% | Reduce -1.2% | 17,817 | $799K |
| Atmos Advisory, LLC | 0.55% | New | 17,711 | $795K |
| Integrity Financial Corp | 0.45% | Add +1.8% | 17,275 | $775K |
| Milestone Asset Management, LLC | 0.17% | Add +23.4% | 17,161 | $770K |
| IFG Advisory, LLC | 0.04% | New | 16,447 | $738K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +367.5% | 16,438 | $738K |
| Insight Wealth Strategies, LLC | 0.10% | Add +12.1% | 16,317 | $732K |
| Lazari Capital Management, Inc. | 0.29% | Reduce -26.8% | 16,226 | $728K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -14.3% | 15,935 | $718K |
| Bond & Devick Financial Network, Inc. | 0.30% | No change | 15,124 | $707K |
| IHT Wealth Management, LLC | 0.02% | Add +57.6% | 15,690 | $704K |
| Trust Investment Advisors | 0.45% | No change | 15,592 | $700K |
| Jane Street Group, LLC | 0.00% | Reduce -97.9% | 15,490 | $695K |
| Dupree Financial Group, LLC | 0.33% | Add +1.6% | 15,086 | $677K |
| DecisionMap Wealth Management, LLC | 0.54% | — | 15,053 | $675K |
| KOM Wealth Management Group, LLC | 0.50% | Add +63.7% | 15,028 | $674K |
| MidAtlantic Capital Management, Inc. | 0.49% | Add +1.3% | 14,983 | $672K |
| Independent Advisor Alliance | 0.01% | New | 14,742 | $661K |
| Strategic Family Wealth Counselors, L.L.C. | 0.22% | New | 14,732 | $661K |
| Gateway Wealth Partners, LLC | 0.17% | Add +16.9% | 14,631 | $657K |
| Sunbelt Securities, Inc. | 0.06% | Add +9.5% | 14,422 | $648K |
| Rise Advisors, LLC | 0.30% | Add +1.0% | 13,982 | $627K |
| Burns Matteson Capital Management, LLC | 0.35% | Reduce -9.3% | 13,920 | $625K |
| Fifth Third Securities, Inc. | 0.05% | New | 13,858 | $622K |
| Arbor Capital Management Inc. | 0.60% | Add +36.3% | 13,569 | $613K |
| AMG National Trust Bank | 0.02% | Add +3.2% | 13,578 | $609K |
| Assetmark, Inc. | 0.00% | Reduce -10.8% | 13,560 | $608K |
| MontVue Capital Management, Inc. | 0.46% | Reduce -11.3% | 13,511 | $606K |
| Vantage Financial Partners, LLC | 0.15% | Add +1.0% | 13,379 | $600K |
| Park Avenue Securities LLC | 0.01% | Reduce -20.9% | 13,334 | $598K |
| Miller Financial Services LLC | 0.50% | — | 13,251 | $595K |
| Regatta Capital Group, LLC | 0.12% | Reduce -3.4% | 13,242 | $594K |
| Principal Securities, Inc. | 0.01% | Reduce -11.3% | 13,153 | $590K |
| William Howard & Co Financial Advisors Inc | 0.53% | Add +86.9% | 12,964 | $582K |
| Focus Financial Network, Inc. | 0.02% | Reduce -6.1% | 12,519 | $565K |
| Optima Capital LLC | 0.39% | — | 12,520 | $563K |
| Compass Advisory Group LLC | 0.20% | Reduce -3.4% | 12,436 | $561K |
| Mma Asset Management LLC | 0.24% | Reduce -16.8% | 12,479 | $560K |
| Kraft, Davis & Associates, LLC | 0.16% | New | 12,171 | $546K |
| Cadent Capital Advisors, LLC | 0.19% | Add +13.4% | 11,911 | $534K |
| Boston Family Office LLC | 0.04% | No change | 11,799 | $529K |
| Maryland Capital Advisors Inc. | 0.24% | New | 11,776 | $528K |
| McAdam, LLC | 0.03% | New | 11,699 | $525K |
| AssuredPartners Investment Advisors, LLC | 0.10% | — | 11,225 | $504K |
| Gould Asset Management LLC | 0.11% | New | 11,160 | $501K |
| Rinkey Investments | 0.16% | New | 11,087 | $497K |
| Sage Financial Group Inc. | 0.04% | Add +0.2% | 10,711 | $481K |
| Howe & Rusling Inc. | 0.04% | New | 10,709 | $481K |
| FSM Wealth Advisors, LLC | 0.12% | Add +6.8% | 10,658 | $479K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -57.3% | 10,656 | $478K |
| Towercrest Capital Management | 0.08% | No change | 10,616 | $476K |
| Traynor Capital Management, Inc. | 0.04% | Reduce -14.7% | 10,615 | $476K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -1.9% | 10,464 | $470K |
| Wheelhouse Advisory Group LLC | 0.27% | Reduce -3.2% | 10,279 | $461K |
| XTX Topco Ltd | 0.04% | New | 10,208 | $458K |
| Bank of Montreal | 0.00% | Reduce -20.2% | 9,993 | $448K |
| McElhenny Sheffield Capital Management, LLC | 0.15% | Add +0.1% | 9,880 | $443K |
| Breakwater Capital Group | 0.09% | Reduce -9.3% | 9,870 | $443K |
| Fortitude Advisory Group L.L.C. | 0.26% | Add +4.4% | 9,734 | $437K |
| Aviso Financial Inc. | 0.02% | No change | 9,710 | $436K |
| PCA Investment Advisory Services Inc. | 0.20% | Reduce -5.8% | 9,689 | $435K |
| Regal Investment Advisors LLC | 0.03% | Add +11.0% | 9,683 | $434K |
| Consolidated Portfolio Review Corp | 0.07% | Add +10.0% | 9,576 | $430K |
| Novem Group | 0.06% | — | 9,554 | $429K |
| Greatmark Investment Partners, Inc. | 0.06% | No change | 9,550 | $429K |
| Aprio Wealth Management, LLC | 0.06% | Add +0.7% | 9,403 | $422K |
| Wingate Wealth Advisors, Inc. | 0.41% | — | 9,391 | $421K |
| Keystone Financial Group | 0.04% | Add +12.0% | 9,344 | $419K |
| Fiduciary Trust Co | 0.01% | No change | 9,330 | $419K |
| Barnes Wealth Management Group, Inc | 0.27% | — | 8,919 | $400K |
| Canal Capital Management, LLC | 0.06% | Add +15.8% | 8,909 | $400K |
| PFG Investments, LLC | 0.02% | Add +0.1% | 8,900 | $399K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -1.3% | 8,894 | $399K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +0.9% | 8,814 | $395K |
| Strata Wealth Advisors, LLC | 0.12% | Add +25.0% | 8,777 | $394K |
| National Bank of Canada | 0.00% | Add +75.5% | 8,776 | $394K |
| Scott Capital Advisors, LLC | 0.11% | Reduce -1.2% | 8,626 | $383K |
| Dudley Capital Management, LLC | 0.20% | No change | 8,523 | $382K |
| Keel Point, LLC | 0.03% | Add +38.2% | 8,436 | $379K |
| NCM Capital Management, LLC | 0.17% | Add +0.1% | 8,413 | $377K |
| Cardinal Point Capital Management ULC | 0.06% | No change | 8,315 | $375K |
| AQR Capital Management | 0.00% | Add +89.5% | 8,218 | $369K |
| Signet Financial Management, LLC | 0.05% | Add +50.9% | 8,155 | $366K |
| SlateStone Wealth, LLC | 0.04% | Reduce -4.3% | 8,094 | $363K |
| Seelaus Asset Management LLC | 0.34% | Add +16.6% | 8,060 | $362K |
| Wealthcare Capital Management LLC | 0.04% | Add +3.0% | 7,935 | $356K |
| Trustmark Bank Trust Department | 0.03% | No change | 7,798 | $350K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -83.0% | 7,722 | $346K |
| Northeast Financial Consultants Inc | 0.01% | New | 7,538 | $338K |
| Flow Traders U.S. LLC | 0.01% | Reduce -35.7% | 7,304 | $328K |
| Capital CS Group, LLC | 0.44% | Add +17.7% | 7,261 | $326K |
| Trademark Financial Management, LLC | 0.26% | Reduce -8.6% | 7,203 | $323K |
| Kovack Advisors, Inc. | 0.03% | Reduce -13.1% | 7,074 | $317K |
| Moloney Securities Asset Management, LLC | 0.04% | Add +19.3% | 7,006 | $314K |
| TCFG Wealth Management, LLC | 0.16% | Add +59.1% | 6,958 | $312K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -77.0% | 6,910 | $310K |
| Hardy Reed LLC | 0.03% | No change | 6,717 | $301K |
| Rockland Trust Co. | 0.01% | No change | 6,577 | $295K |
| Two Sigma Securities, LLC | 0.05% | New | 6,527 | $293K |
| Synergy Investment Management, LLC | 0.13% | — | 6,500 | $292K |
| CGC Financial Services, LLC | 0.12% | Reduce -32.9% | 6,440 | $289K |
| New England Private Wealth Advisors LLC | 0.05% | New | 6,389 | $287K |
| Cerity Partners LLC | 0.00% | New | 6,279 | $282K |
| Wedbush Securities Inc. | 0.01% | Add +35.2% | 6,116 | $274K |
| CW Advisors, LLC | 0.00% | Reduce -3.9% | 6,081 | $273K |
| Intelligence Driven Advisers, LLC | 0.05% | Reduce -24.3% | 5,987 | $269K |
| EP Wealth Advisors, LLC | 0.00% | New | 5,948 | $267K |
| Ascent Group, LLC | 0.02% | New | 5,940 | $267K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +53.7% | 5,638 | $253K |
| Redwood Financial Network Corp | 0.18% | Reduce -18.7% | 5,503 | $247K |
| Saxon Interests, Inc. | 0.11% | Reduce -32.0% | 5,465 | $245K |
| AE Wealth Management LLC | 0.00% | Reduce -43.7% | 5,384 | $242K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -6.9% | 5,296 | $238K |
| American Trust | 0.02% | New | 5,233 | $235K |
| Fisher Asset Management | 0.00% | New | 5,145 | $231K |
| Liberty Wealth Management LLC | 0.04% | Reduce -42.7% | 2,886 | $228K |
| Capital Insight Partners, LLC | 0.04% | No change | 5,049 | $227K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +8.2% | 4,983 | $224K |
| WealthShield Partners, LLC | 0.03% | Reduce -2.3% | 4,807 | $217K |
| Precedent Wealth Partners, LLC | 0.07% | Reduce -8.6% | 4,830 | $217K |
| JT Stratford LLC | 0.04% | New | 4,827 | $217K |
| D.B. Root & Company, LLC | 0.07% | Reduce -13.9% | 4,816 | $216K |
| Capital Investment Advisors, LLC | 0.00% | New | 4,775 | $214K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +1.0% | 4,743 | $213K |
| Performance Wealth Partners, LLC | 0.01% | No change | 4,549 | $204K |
| GeoWealth Management, LLC | 0.01% | Reduce -87.1% | 4,436 | $199K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -36.1% | 4,319 | $194K |
| Glass Jacobson Investment Advisors llc | 0.06% | Add +1.9% | 3,949 | $177K |
| Ameriflex Group, Inc. | 0.06% | — | 3,132 | $141K |
| Aspect Partners, LLC | 0.08% | New | 3,096 | $139K |
| Private Wealth Management Group, LLC | 0.05% | New | 2,823 | $127K |
| Financial Freedom, LLC | 0.06% | Reduce -14.8% | 2,452 | $110K |
| IAG Wealth Partners, LLC | 0.02% | No change | 2,438 | $109K |
| Financial Management Professionals, Inc. | 0.01% | No change | 2,330 | $105K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.6% | 2,213 | $99K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,857 | $83K |
| BlackRock, Inc. | 0.00% | New | 1,837 | $82K |
| Private Trust Co. NA | 0.01% | Add +7.5% | 1,835 | $82K |
| Glassman Wealth Services | 0.01% | New | 1,567 | $70K |
| Grant/GrossMendelsohn, LLC | 0.04% | Reduce -0.4% | 24,445 | $68K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 1,479 | $66K |
| Rothschild Investment LLC | 0.00% | New | 1,393 | $63K |
| Medallion Wealth Advisors, LLC | 0.03% | — | 1,352 | $61K |
| Brown Brothers Harriman & Co. | 0.00% | New | 1,318 | $59K |
| Bogart Wealth, LLC | 0.00% | No change | 1,277 | $57K |
| Creative Capital Management Investments LLC | 0.02% | No change | 1,241 | $56K |
| Bell Investment Advisors, Inc | 0.01% | No change | 1,233 | $55K |
| Darwin Wealth Management, LLC | 0.02% | Add +0.9% | 1,167 | $52K |
| Beacon Capital Management, LLC | 0.01% | Add +1.0% | 1,076 | $48K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,010 | $45K |
| Investors Research Corp | 0.01% | Reduce -18.2% | 1,000 | $45K |
| Tucker Asset Management LLC | 0.01% | New | 793 | $36K |
| Lindbrook Capital, LLC | 0.00% | New | 704 | $32K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | Reduce -53.6% | 666 | $29K |
| MAI Capital Management | 0.00% | New | 603 | $27K |
| PNC Financial Services Group, Inc. | 0.00% | New | 549 | $25K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -76.9% | 545 | $24K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | Add +0.8% | 538 | $24K |
| Trust Co. of Vermont | 0.00% | Reduce -42.1% | 507 | $23K |
| Signaturefd, LLC | 0.00% | New | 502 | $23K |
| Sound Income Strategies, LLC | 0.00% | New | 485 | $22K |
| Pineridge Advisors LLC | 0.01% | Reduce -33.4% | 482 | $22K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.7% | 480 | $21K |
| Golden State Wealth Management, LLC | 0.00% | — | 457 | $21K |
| Smartleaf Asset Management LLC | 0.00% | No change | 446 | $20K |
| Frazier Financial Advisors, LLC | 0.02% | New | 431 | $19K |
| Fifth Third Bancorp | 0.00% | Reduce -58.0% | 400 | $18K |
| CoreCap Advisors, LLC | 0.00% | New | 377 | $17K |
| Venturi Wealth Management, LLC | 0.00% | New | 356 | $16K |
| Clarity Asset Management, Inc. | 0.01% | Add +48.7% | 354 | $16K |
| MCF Advisors LLC | 0.00% | No change | 330 | $15K |
| Crews Bank & Trust | 0.00% | — | 325 | $15K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 319 | $14K |
| Christopher J. Hasenberg, Inc | 0.00% | New | 257 | $12K |
| Caldwell Trust Co | 0.00% | No change | 246 | $11K |
| Hemington Wealth Management | 0.00% | New | 266 | $11K |
| Blue Trust, Inc. | 0.00% | New | 236 | $11K |
| General Partner, Inc. | 0.01% | New | 230 | $10K |
| Koesten, Hirschmann & Crabtree, INC. | 0.01% | Add +12.1% | 213 | $10K |
| Salomon & Ludwin, LLC | 0.00% | No change | 162 | $7K |
| Fourth Dimension Wealth, LLC | 0.00% | — | 142 | $6K |
| Hantz Financial Services, Inc. | 0.00% | No change | 103 | $5K |
| WR Wealth Planners, LLC | 0.00% | No change | 103 | $5K |
| Transce3nd, LLC | 0.00% | — | 83 | $4K |
| Nemes Rush Group LLC | 0.00% | New | 82 | $4K |
| Simplex Trading, LLC | 0.00% | Reduce -9.3% | 88 | $3K |
| FSA Wealth Management LLC | 0.00% | No change | 66 | $3K |
| Arax Advisory Partners | 0.00% | Add +25.5% | 59 | $3K |
| Financial Gravity Companies, Inc. | 0.00% | No change | 58 | $3K |
| Archer Investment Corp | 0.00% | No change | 56 | $3K |
| St. Johns Investment Management Company, LLC | 0.00% | New | 52 | $2K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 37 | $2K |
| First Community Trust NA | 0.00% | No change | 29 | $1K |
| BNP Paribas Financial Markets | 0.00% | New | 21 | $942 |
| Kozak & Associates, Inc. | 0.00% | Add +8.3% | 13 | $562 |
| HighMark Wealth Management LLC | 0.00% | New | 10 | $426 |
| Citigroup Inc. | 0.00% | Reduce -68.2% | 7 | $314 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 6 | $269 |
| 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.