Fidelity Total Bond ETFFBNDETF
13F holders, Q1 2025 (March 31)621holders +19
61new positions
47sold out
5famous investors
$44.70avg. 13F price*
At the end of Q1 2025, 621 institutions reported holding Fidelity Total Bond ETF (FBND) in their 13F filings, up 19 from Q4 2024. 61 opened new positions and 47 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($3.7B), Morgan Stanley ($1.6B) and FMR LLC ($568.5M). 5 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fidelity Total Bond ETF
- CUSIP
- 316188309
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $137.9M |
| Exits | 47 | $17.9M |
All 13F filers, Q4 2024 → Q1 2025: 43,852,054 shares bought and 8,747,381 shares sold, net +35,104,673 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 621 holders
| Northwestern Mutual Wealth Management Co. | 3.03% | Add +10.6% | 81,162,777 | $3.7B |
| Morgan Stanley | 0.11% | Reduce -0.6% | 34,949,094 | $1.6B |
| FMR LLC | 0.04% | Reduce -3.2% | 12,453,411 | $568.5M |
| Bank of America Corp. | 0.05% | Add +3.0% | 11,641,927 | $531.5M |
| JPMorgan Chase & Co. | 0.04% | Add +42.2% | 10,231,902 | $467.1M |
| Country Trust Bank | 7.09% | Add +3.0% | 6,169,256 | $281.6M |
| Dynasty Wealth Management, LLC | 4.54% | Add +103.0% | 5,970,330 | $272.5M |
| UBS Group AG | 0.05% | Add +1.8% | 5,143,018 | $234.8M |
| Envestnet Asset Management Inc. | 0.07% | Add +10.7% | 5,097,709 | $232.7M |
| RFG Advisory, LLC | 5.86% | Add +10.7% | 4,752,156 | $216.9M |
| Creative Planning | 0.20% | Add +466.7% | 4,658,118 | $212.6M |
| Raymond James Financial Inc. | 0.08% | Add +5.9% | 4,636,975 | $211.7M |
| LPL Financial LLC | 0.08% | Add +25.3% | 4,233,946 | $193.3M |
| Osaic Holdings, Inc. | 0.43% | Add +34.5% | 4,202,552 | $191.9M |
| Mather Group, Llc. | 2.03% | Add +5.6% | 3,855,031 | $176.0M |
| Royal Bank of Canada | 0.04% | Add +6.2% | 3,584,225 | $163.6M |
| Commonwealth Equity Services, LLC | 0.22% | Add +9.3% | 3,332,350 | $152.1M |
| Kestra Advisory Services, LLC | 0.73% | Add +7.5% | 3,303,076 | $150.8M |
| Quotient Wealth Partners, LLC | 4.64% | Add +202.9% | 3,181,431 | $145.2M |
| Legacy Wealth Management, LLC | 9.42% | Add +0.5% | 3,096,566 | $141.4M |
| Cetera Investment Advisers | 0.27% | Add +9.2% | 3,061,841 | $139.8M |
| Thrivent Financial for Lutherans | 0.27% | Add +7.3% | 2,675,043 | $122.1M |
| Sagespring Wealth Partners, LLC | 3.06% | Add +8.5% | 9,556,568 | $121.3M |
| Blue Chip Partners, LLC | 10.15% | Add +5.0% | 2,579,311 | $117.7M |
| Forvis Mazars Wealth Advisors, LLC | 2.71% | Reduce -5.2% | 2,479,022 | $113.2M |
| Capital Analysts, LLC | 3.78% | Add +12.5% | 2,217,830 | $101.2M |
| Ritholtz Wealth Management | 3.00% | Add +18.5% | 2,198,162 | $100.3M |
| Retirement Planning Group, LLC | 4.21% | Add +23.0% | 1,964,840 | $89.7M |
| McKinley Carter Wealth Services, Inc. | 5.35% | Add +22.9% | 1,905,268 | $87.0M |
| Summit Financial Strategies, Inc. | 8.71% | Add +8.9% | 1,891,669 | $86.4M |
| Sax Wealth Advisors, LLC | 6.11% | Add +34.1% | 1,870,283 | $85.4M |
| TruWealth Advisors, LLC | 5.01% | Add +4.5% | 1,819,104 | $83.0M |
| HighTower Advisors, LLC | 0.11% | Add +1.6% | 1,734,196 | $79.2M |
| Focus Partners Wealth | 0.19% | Add +2.9% | 1,660,567 | $75.8M |
| Wells Fargo & Company | 0.02% | Add +2802.1% | 1,604,700 | $73.3M |
| Octavia Wealth Advisors, LLC | 8.20% | Add +0.7% | 1,473,666 | $67.5M |
| Cwm, LLC | 0.27% | Add +4.3% | 1,477,223 | $67.4M |
| Modern Wealth Management, LLC | 1.90% | Add +42.3% | 1,303,175 | $59.5M |
| Cambridge Investment Research Advisors, Inc. | 0.20% | Reduce -13.1% | 1,270,657 | $58.0M |
| Jane Street Group, LLC | 0.10% | Add +8037.4% | 1,260,488 | $57.5M |
| Valeo Financial Advisors, LLC | 1.53% | Add +40.7% | 1,326,352 | $55.0M |
| MML Investors Services, LLC | 0.18% | Reduce -34.7% | 1,172,909 | $53.5M |
| Wealthcare Advisory Partners LLC | 1.41% | Add +6.4% | 1,147,484 | $52.4M |
| Falcon Wealth Planning | 5.79% | Add +2.8% | 1,140,763 | $52.1M |
| Aptus Capital Advisors, LLC | 0.57% | Add +5.2% | 1,097,269 | $50.1M |
| HUB Investment Partners, LLC | 2.02% | Add +7.9% | 1,096,478 | $50.1M |
| Ameritas Advisory Services, LLC | 1.95% | Add +3.3% | 1,063,134 | $48.3M |
| Sunburst Financial Group, LLC | 11.56% | Add +4.6% | 1,031,633 | $47.1M |
| Dynamic Advisor Solutions LLC | 1.54% | Add +3.2% | 1,022,826 | $46.7M |
| Harbor Group, Inc. | 8.59% | Add +2.6% | 941,643 | $43.0M |
| McGlone Suttner Wealth Management, Inc. | 6.98% | Add +4.0% | 931,524 | $42.5M |
| Prudent Investors Network, Inc. | 11.81% | New | 908,202 | $41.5M |
| Navalign, LLC | 11.29% | Add +30.2% | 867,568 | $39.6M |
| Sherrill & Hutchins Financial Advisory, Inc | 33.26% | Add +3.7% | 854,544 | $39.0M |
| OLIO Financial Planning | 13.48% | Add +11.5% | 854,166 | $39.0M |
| Pallas Capital Advisors LLC | 1.61% | Add +39.3% | 850,394 | $38.8M |
| Power Wealth Management LLC | 15.10% | Add +9.7% | 817,233 | $37.3M |
| Creative Financial Designs Inc. | 2.91% | Add +3.0% | 797,645 | $36.4M |
| Henderson Brothers Financial Partners, LLC | 17.03% | — | 738,393 | $34.0M |
| WestHill Financial Advisors, Inc. | 7.74% | Add +8.5% | 741,126 | $33.8M |
| Correct Capital Wealth Management | 6.71% | Add +1.2% | 740,629 | $33.8M |
| Weatherly Asset Management L. P. | 3.02% | Add +4.6% | 734,203 | $33.6M |
| Private Advisor Group, LLC | 0.20% | Add +345.1% | 727,242 | $33.2M |
| Drake & Associates, LLC | 9.31% | Add +1.3% | 725,564 | $33.1M |
| Avantax Advisory Services, Inc. | 0.20% | Add +11.2% | 719,615 | $32.9M |
| Shorepoint Capital Partners LLC | 7.36% | Add +4.8% | 712,528 | $32.5M |
| Mascoma Wealth Management LLC | 8.10% | Add +9.0% | 711,867 | $32.5M |
| Brookstone Capital Management | 0.45% | Reduce -0.6% | 690,361 | $31.5M |
| Wealth Alliance Advisory Group, LLC | 6.52% | Add +19.1% | 688,869 | $31.4M |
| W.G. Shaheen & Associates DBA Whitney & Co | 3.27% | Add +6.1% | 673,137 | $30.7M |
| Vicus Capital | 2.84% | Reduce -5.3% | 667,821 | $30.5M |
| WNY Asset Management, LLC | 3.56% | Add +58.2% | 655,444 | $29.9M |
| Shakespeare Wealth Management, LLC | 7.91% | Add +2.8% | 646,774 | $29.5M |
| Wealth Management Resources, Inc. | 10.51% | Add +4.1% | 634,482 | $29.0M |
| CPA Asset Management Group, LLC | 12.35% | Add +4.0% | 614,593 | $28.1M |
| Compass Ion Advisors, LLC | 3.30% | Add +16.8% | 613,052 | $28.0M |
| NewEdge Advisors, LLC | 0.17% | Add +8.3% | 611,380 | $27.9M |
| WBH Advisory Inc. | 2.57% | Add +12.7% | 603,360 | $27.5M |
| Lineweaver Wealth Advisors, LLC | 4.67% | Add +6.4% | 600,014 | $27.4M |
| Regimen Wealth, LLC | 8.79% | Add +1.2% | 598,930 | $27.4M |
| Presidio Capital Management, LLC | 11.36% | Add +7.0% | 596,390 | $27.2M |
| KFG Wealth Management, LLC | 4.94% | Add +5.6% | 595,410 | $27.2M |
| Wealthspire Retirement, LLC | 2.13% | Add +6.9% | 589,752 | $26.9M |
| Mariner, LLC | 0.04% | Add +8.7% | 586,246 | $26.8M |
| Rehmann Capital Advisory Group | 1.68% | Reduce -1.0% | 585,695 | $26.7M |
| Spire Wealth Management | 0.85% | Add +1.3% | 584,688 | $26.7M |
| Arete Wealth Advisors, LLC | 2.04% | Add +1.1% | 584,436 | $26.7M |
| OneAscent Financial Services LLC | 1.73% | Add +91.8% | 580,966 | $26.6M |
| Coyle Financial Counsel LLC | 7.89% | Add +5.9% | 566,198 | $25.8M |
| Crane Advisory, LLC | 4.35% | Reduce -48.7% | 538,227 | $24.0M |
| Nicolet Advisory Services, LLC | 2.37% | Reduce -2.6% | 534,229 | $23.9M |
| Cyndeo Wealth Partners, LLC | 1.54% | Add +11.0% | 513,787 | $23.5M |
| ABLE Financial Group, LLC | 6.47% | Add +6.0% | 505,421 | $23.1M |
| Sard Wealth Management Group, LLC | 15.25% | Add +2.0% | 498,577 | $22.8M |
| Kestra Investment Management, LLC | 0.44% | Add +71.0% | 798,042 | $22.7M |
| Riverpoint Wealth Management Holdings, LLC | 5.73% | Add +8.2% | 486,050 | $22.2M |
| Main Street Financial Solutions, LLC | 1.91% | Add +7.0% | 480,742 | $21.9M |
| Financial Strategies Group, Inc. | 5.06% | New | 475,589 | $21.4M |
| Integrated Wealth Concepts LLC | 0.25% | Add +28.6% | 462,778 | $21.1M |
| Founders Financial Securities LLC | 1.78% | Add +4.7% | 460,679 | $21.0M |
"% of holder's portfolio" is FBND's weight in each manager's 13F, not the share of Fidelity Total Bond ETF the manager owns.