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 |
| Souders Financial Advisors | 2.91% | Add +29.2% | 457,335 | $20.9M |
| Pension & Wealth Management Advisors, Inc. | 7.68% | Reduce -2.4% | 452,319 | $20.6M |
| EnRich Financial Partners LLC | 6.65% | Add +11.1% | 433,534 | $19.8M |
| Valley National Advisers Inc. | 3.56% | Add +12.5% | 431,633 | $19.7M |
| Baird Financial Group, Inc. | 0.04% | Reduce -22.8% | 424,559 | $19.4M |
| Perigon Wealth Management, LLC | 0.49% | Add +169.5% | 421,247 | $19.2M |
| Kestra Private Wealth Services, LLC | 0.32% | Add +9.1% | 417,068 | $19.0M |
| DeDora Capital, Inc. | 5.40% | Add +0.9% | 410,145 | $18.7M |
| Baker Boyer National Bank | 6.89% | Add +5.2% | 409,123 | $18.7M |
| Centaurus Financial, Inc. | 1.12% | Add +108.7% | 406,669 | $18.6M |
| Hunter Associates Investment Management LLC | 2.85% | Add +11.6% | 404,915 | $18.5M |
| Certified Advisory Corp | 2.09% | Add +1.8% | 404,011 | $18.4M |
| Walker Financial Services, Inc. | 9.63% | Add +11.3% | 402,333 | $18.4M |
| Horizon Investments, LLC | 0.54% | Reduce -0.5% | 398,851 | $18.1M |
| Gotham Asset Management | 0.15% | Add +0.4% | 396,330 | $18.1M |
| John W. Brooker & Co., CPAs | 7.48% | Add +9.4% | 396,207 | $18.1M |
| Virtue Capital Management, LLC | 2.11% | New | 395,581 | $18.0M |
| Aspiriant, LLC | 0.62% | Reduce -5.5% | 393,597 | $18.0M |
| Atria Wealth Solutions, Inc. | 0.21% | Add +12.3% | 378,915 | $17.4M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -14.1% | 378,179 | $17.3M |
| Allworth Financial LP | 0.10% | Reduce -9.9% | 371,592 | $16.8M |
| Fermata Advisors, LLC | 3.04% | Reduce -61.8% | 368,417 | $16.8M |
| Triad Wealth Partners, LLC | 5.22% | Add +5.1% | 367,874 | $16.8M |
| Occidental Asset Management, LLC | 2.49% | Add +1.1% | 361,602 | $16.5M |
| Peapack Gladstone Financial Corp. | 0.24% | Add +282.4% | 358,664 | $16.4M |
| CMG Global Holdings, LLC | 10.59% | Reduce -4.6% | 358,367 | $16.2M |
| KFA Private Wealth Group, LLC | 5.68% | Add +10.9% | 355,418 | $16.2M |
| Centerline Wealth Advisors, LLC | 9.61% | Add +2.3% | 353,123 | $16.1M |
| Capital Wealth Management, LLC | 6.66% | Add +13.8% | 351,821 | $16.1M |
| Meriwether Wealth & Planning, LLC | 10.36% | Add +11.4% | 347,692 | $15.9M |
| PFG Advisors | 0.89% | Add +24.2% | 347,124 | $15.8M |
| Harbour Investments, Inc. | 0.45% | Reduce -18.1% | 344,757 | $15.7M |
| Kickstand Ventures, Llc. | 3.98% | Add +15.4% | 338,551 | $15.5M |
| Baker Ellis Asset Management LLC | 2.19% | Add +11.7% | 332,939 | $15.2M |
| Larson Financial Group LLC | 0.70% | Add +50.0% | 324,286 | $14.8M |
| Silver Oak Securities, Incorporated | 1.39% | Add +5.0% | 325,355 | $14.8M |
| RCS Financial Planning, LLC | 7.72% | Add +12.1% | 319,207 | $14.6M |
| New Insight Wealth Advisors | 6.63% | Add +28.9% | 319,824 | $14.6M |
| ETF Portfolio Partners, Inc. | 4.30% | New | 313,108 | $14.3M |
| Foundations Investment Advisors, LLC | 0.26% | Add +11.4% | 310,857 | $14.2M |
| Cornerstone Wealth Group, LLC | 1.16% | Add +541.9% | 306,769 | $14.0M |
| tru Independence LLC | 4.31% | Add +14.8% | 304,190 | $13.9M |
| Unique Wealth Strategies, LLC | 6.29% | Add +0.8% | 303,560 | $13.9M |
| Advisor OS, LLC | 1.57% | Add +3.2% | 301,618 | $13.8M |
| Axxcess Wealth Management, LLC | 0.38% | Add +128.9% | 301,404 | $13.8M |
| Financial & Tax Architects, LLC | 3.35% | Add +2.7% | 292,033 | $13.3M |
| KMG Fiduciary Partners, LLC | 1.11% | Add +173.6% | 291,909 | $13.3M |
| Sentinel Pension Advisors, LLC | 2.45% | Reduce -1.8% | 291,099 | $13.3M |
| Oppenheimer & Co. Inc. | 0.20% | Add +4.8% | 289,935 | $13.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -83.6% | 287,974 | $13.1M |
| Corient Private Wealth LP | 0.02% | Add +19.0% | 286,973 | $13.1M |
| Dogwood Wealth Management LLC | 6.88% | Add +6.3% | 285,514 | $13.1M |
| BG Investment Services, LLC | 14.06% | Reduce -0.3% | 285,931 | $13.0M |
| Goldstone Financial Group, LLC | 1.97% | Add +5.0% | 284,663 | $13.0M |
| Pasadena Private Wealth, LLC | 2.50% | Reduce -0.4% | 283,679 | $12.9M |
| Genesis Private Wealth, LLC | 6.65% | Add +4.1% | 274,603 | $12.5M |
| Salus Financial Advisors, LLC | 9.43% | Reduce -1.5% | 273,006 | $12.5M |
| Buttonwood Financial Advisors Inc. | 5.47% | Add +6.6% | 272,684 | $12.4M |
| Goodwin Investment Advisory | 19.21% | Reduce -61.9% | 270,979 | $12.4M |
| LPF Advisors LLC | 10.03% | Add +6.4% | 268,452 | $12.3M |
| MJP Associates Inc. | 2.18% | Add +0.3% | 264,629 | $12.1M |
| Valmark Advisers, Inc. | 0.18% | Add +24.0% | 261,573 | $11.9M |
| Watchman Group, Inc. | 3.27% | Add +39.5% | 255,783 | $11.7M |
| Williams & Novak, LLC | 11.29% | Add +1.8% | 252,377 | $11.5M |
| Destiny Capital Corp | 7.85% | Reduce -19.5% | 252,222 | $11.5M |
| Courier Capital LLC | 0.75% | Reduce -2.5% | 252,159 | $11.5M |
| Dahring | Cusmano LLC | 9.87% | Reduce -6.5% | 251,091 | $11.5M |
| World Investment Advisors | 0.29% | Add +7.9% | 245,023 | $11.2M |
| Physician Wealth Advisors, Inc. | 1.92% | Add +4.4% | 244,503 | $11.2M |
| Milestone Investment Advisors LLC | 3.03% | Add +5.9% | 239,302 | $10.9M |
| Victory Financial Group, LLC | 2.06% | Add +190.3% | 237,519 | $10.7M |
| Linscomb Wealth, Inc. | 0.53% | Add +14.0% | 233,170 | $10.6M |
| Vestmark Advisory Solutions, Inc. | 0.27% | Reduce -5.9% | 230,450 | $10.5M |
| Resolute Wealth Strategies, LLC | 5.78% | Reduce -2.8% | 226,688 | $10.3M |
| Investment Planning Advisors, Inc. | 4.15% | Reduce -0.7% | 223,683 | $10.2M |
| Cornerstone Wealth Management, LLC | 0.68% | Reduce -0.4% | 219,584 | $10.0M |
| USAdvisors Wealth Management, LLC | 3.46% | Reduce -2.0% | 217,537 | $9.9M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +1.1% | 208,265 | $9.5M |
| Hicks Capital Management LLC | 12.59% | — | 208,044 | $9.5M |
| Truist Financial Corp. | 0.02% | Add +4.4% | 206,599 | $9.4M |
| Opes Wealth Management LLC | 1.90% | Add +5.3% | 205,819 | $9.4M |
| Cooper Financial Group | 1.24% | Add +58.4% | 205,594 | $9.4M |
| Farther Finance Advisors, LLC | 0.24% | Add +5.6% | 205,008 | $9.4M |
| Summit X, LLC | 1.95% | Reduce -18.5% | 203,057 | $9.3M |
| Steph & Co. | 3.27% | Reduce -6.1% | 199,048 | $9.1M |
| Prime Capital Investment Advisors, LLC | 0.11% | Add +63.6% | 198,778 | $9.1M |
| Rooted Wealth Advisors, Inc. | 3.89% | Add +11.7% | 196,652 | $9.0M |
| Schneider Downs Wealth Management Advisors, LP | 1.63% | Add +14.7% | 197,126 | $9.0M |
| Sachetta, LLC | 3.63% | Add +9.2% | 193,927 | $8.9M |
| Stifel Financial Corp. | 0.01% | Add +88.3% | 191,503 | $8.7M |
| Focus Partners Advisor Solutions, LLC | 0.13% | Add +388.8% | 189,346 | $8.6M |
| Insight Wealth Partners, LLC | 5.14% | Add +1.6% | 187,361 | $8.6M |
| Atria Investments, Inc | 0.11% | Reduce -10.5% | 185,455 | $8.5M |
| Members Wealth LLC | 6.36% | Reduce -3.4% | 184,837 | $8.4M |
| Allegheny Financial Group | 2.16% | Reduce -12.3% | 184,593 | $8.4M |
| J.W. Cole Advisors, Inc. | 0.25% | Add +859.9% | 174,925 | $8.0M |
| Gladstone Institutional Advisory LLC | 0.37% | Reduce -5.9% | 174,017 | $7.9M |
| Sequoia Financial Advisors, LLC | 0.06% | Reduce -16.6% | 172,333 | $7.9M |
| WealthCare Investment Partners, LLC | 3.33% | Reduce -10.7% | 175,097 | $7.9M |
| Keystone Wealth Services, LLC | 2.12% | Reduce -2.0% | 171,499 | $7.8M |
| Cyr Financial Inc. | 6.99% | Add +3.7% | 171,493 | $7.8M |
| Diversify Wealth Management, LLC | 0.58% | Reduce -0.8% | 171,012 | $7.8M |
| Lokken Investment Group LLC | 3.19% | Add +14.8% | 165,909 | $7.6M |
| LongView Wealth Management | 2.25% | Add +5.2% | 164,488 | $7.5M |
| TD Capital Management LLC | 0.73% | Add +39.0% | 158,847 | $7.3M |
| Equitable Holdings, Inc. | 0.07% | Reduce -50.1% | 156,542 | $7.1M |
| Visionary Wealth Advisors | 0.43% | Add +4.0% | 156,385 | $7.1M |
| Parallel Advisors, LLC | 0.16% | Reduce -4.2% | 155,250 | $7.1M |
| Sigma Planning Corp | 0.23% | Reduce -8.5% | 155,003 | $7.1M |
| Comerica Bank | 0.03% | Reduce -1.6% | 154,847 | $7.1M |
| Schmidt P J Investment Management Inc. | 1.29% | Add +5.3% | 154,554 | $7.1M |
| Baker Avenue Asset Management, LP | 0.22% | Add +3.6% | 154,454 | $7.1M |
| Jones Financial Companies LLLP | 0.01% | Add +49.9% | 154,840 | $7.0M |
| Mutual Advisors, LLC | 0.20% | Add +289.3% | 152,399 | $6.9M |
| Dentgroup LLC | 5.12% | Reduce -19.9% | 149,639 | $6.8M |
| TrueWealth Advisors, LLC | 2.24% | Add +30.9% | 149,562 | $6.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -6.0% | 147,743 | $6.7M |
| CW Advisors, LLC | 0.08% | Add +2312.3% | 146,689 | $6.7M |
| Hofer & Associates. Inc | 4.53% | Add +2.4% | 146,316 | $6.7M |
| Advisory Services Network, LLC | 0.13% | Add +3.4% | 146,004 | $6.7M |
| Clarity Wealth Advisors, LLC | 1.84% | Add +6.1% | 145,096 | $6.6M |
| Arkadios Wealth Advisors | 0.25% | Add +114.7% | 144,670 | $6.6M |
| OmniStar Financial Group, Inc. | 5.20% | Add +12.2% | 144,309 | $6.6M |
| Parcion Private Wealth LLC | 0.54% | Add +6.0% | 144,312 | $6.6M |
| Primoris Wealth Advisors, LLC | 4.98% | Reduce -1.1% | 140,977 | $6.4M |
| CMH Wealth Management LLC | 1.60% | Add +1.0% | 140,331 | $6.4M |
| Mayfair Advisory Group, LLC | 3.64% | Reduce -7.2% | 138,304 | $6.3M |
| Magnolia Capital Advisors LLC | 1.71% | Add +11.8% | 138,177 | $6.3M |
| Accelerate Investment Advisors LLC | 5.10% | Add +3.2% | 133,516 | $6.1M |
| SilverOak Wealth Management LLC | 1.30% | Add +43.4% | 131,968 | $6.0M |
| Strategic Blueprint, LLC | 0.32% | Reduce -5.2% | 130,219 | $5.9M |
| BOS Asset Management, LLC | 2.05% | Add +14.7% | 130,012 | $5.9M |
| Stratos Investment Management, LLC | 0.31% | Add +0.8% | 129,245 | $5.9M |
| Spinnaker Trust | 0.38% | Add +6.7% | 128,862 | $5.9M |
| Masso Torrence Wealth Management Inc. | 3.12% | Add +4.5% | 128,021 | $5.8M |
| Allen Capital Group, LLC | 0.67% | Add +1.2% | 127,636 | $5.8M |
| Koshinski Asset Management, Inc. | 0.49% | Add +571.1% | 127,212 | $5.8M |
| Greykasell Wealth Strategies, Inc. | 3.04% | Add +70.1% | 124,859 | $5.7M |
| Holos Integrated Wealth LLC | 3.72% | New | 124,179 | $5.7M |
| Madison Wealth Partners, Inc | 1.38% | Reduce -9.0% | 122,731 | $5.6M |
| FWG Holdings, LLC | 2.75% | Reduce -23.8% | 122,569 | $5.6M |
| Accredited Wealth Management, LLC | 4.69% | Add +14.5% | 121,086 | $5.5M |
| Andrew Hill Investment Advisors, Inc. | 5.36% | New | 121,272 | $5.5M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +9.6% | 121,135 | $5.5M |
| Orion Portfolio Solutions, LLC | 0.05% | Add +9.6% | 121,135 | $5.5M |
| Landmark Wealth Management, LLC | 2.44% | Reduce -1.8% | 121,083 | $5.5M |
| Onyx Bridge Wealth Group LLC | 0.77% | Reduce -30.7% | 117,090 | $5.4M |
| Forbes Financial Planning, Inc. | 3.96% | Add +19.5% | 117,209 | $5.4M |
| CFO4Life Group, LLC | 0.89% | Add +6.3% | 115,685 | $5.3M |
| TD Waterhouse Canada Inc. | 0.04% | Add +17.4% | 115,244 | $5.3M |
| Zacks Investment Management | 0.05% | Reduce -3.1% | 114,953 | $5.2M |
| Axis Wealth Partners, LLC | 3.87% | Add +12.2% | 114,846 | $5.2M |
| Waverly Advisors, LLC | 0.06% | Add +5.1% | 112,383 | $5.1M |
| Crumly & Associates Inc. | 1.40% | Add +3.2% | 111,308 | $5.1M |
| PKS Advisory Services, LLC | 1.35% | Add +5.1% | 108,224 | $4.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -17.1% | 108,172 | $4.9M |
| Essex Financial Services, Inc. | 0.36% | Reduce -3.0% | 108,019 | $4.9M |
| Paragon Advisors, LLC | 1.84% | Reduce -5.7% | 106,704 | $4.9M |
| Peterson Wealth Advisors, LLC | 0.94% | Reduce -4.9% | 106,850 | $4.8M |
| Merkkuri Wealth Advisors LLC | 4.12% | Reduce -8.1% | 105,396 | $4.8M |
| IFP Advisors, Inc | 0.15% | Add +23.2% | 103,297 | $4.7M |
| First United Bank & Trust | 1.75% | Add +25.6% | 102,359 | $4.7M |
| Slagle Financial, LLC | 2.02% | Add +8.5% | 99,445 | $4.5M |
| CRA Financial Services, LLC | 0.77% | Add +47.6% | 99,178 | $4.5M |
| B. Riley Wealth Advisors, Inc. | 0.13% | Add +235.0% | 96,582 | $4.4M |
| Quad-Cities Investment Group, LLC | 2.17% | Add +12.1% | 96,041 | $4.4M |
| Maple Capital Management, Inc. | 0.34% | Add +8.4% | 95,884 | $4.4M |
| Betterment LLC | 0.01% | Add +60.6% | 94,904 | $4.3M |
| McCarter Private Wealth Services LLC | 2.83% | New | 94,783 | $4.3M |
| Spectrum Investment Advisors, Inc. | 2.79% | Add +2.5% | 94,634 | $4.3M |
| Stratos Wealth Advisors, LLC | 0.23% | Add +1115.7% | 93,879 | $4.3M |
| Ascentis Independent Advisors | 0.84% | New | 92,736 | $4.2M |
| Sowell Financial Services LLC | 0.19% | Reduce -15.4% | 92,645 | $4.2M |
| Prosperity Consulting Group, LLC | 0.32% | Add +16.8% | 91,580 | $4.2M |
| Red Mountain Financial, LLC | 4.99% | Add +0.0% | 89,717 | $4.1M |
| Wealthspan Partners, LLC | 1.88% | Add +24.5% | 89,093 | $4.1M |
| RDA Financial Network | 1.21% | Add +1.5% | 88,680 | $4.0M |
| Ashton Thomas Private Wealth, LLC | 0.15% | Add +1.9% | 87,954 | $4.0M |
| Opal Wealth Advisors, LLC | 1.24% | Add +14.4% | 88,256 | $4.0M |
| Financial Synergies Wealth Advisors, Inc. | 0.49% | Add +43.0% | 88,241 | $4.0M |
| Carnegie Investment Counsel | 0.10% | Add +2.3% | 88,595 | $4.0M |
| Envision Financial Planning, LLC | 2.00% | Add +4.2% | 85,797 | $3.9M |
| Unique Wealth, LLC | 0.74% | Add +130.3% | 85,393 | $3.9M |
| Ipsen Advisor Group LLC | 3.35% | Add +2.1% | 85,241 | $3.9M |
| Chesley Taft & Associates LLC | 0.19% | Add +10.6% | 84,300 | $3.8M |
| Alexander Labrunerie & Co., Inc. | 1.68% | Reduce -2.2% | 84,211 | $3.8M |
| Clear Investment Research, LLC | 5.04% | Add +2.2% | 82,719 | $3.8M |
| Retirement Planning Group, LLC / NY | 3.83% | Reduce -1.2% | 82,510 | $3.8M |
| Yukon Wealth Management, Inc. | 1.53% | — | 80,652 | $3.7M |
| Lincoln Capital Corp. | 1.52% | Reduce -0.1% | 79,865 | $3.6M |
| Ausdal Financial Partners, Inc. | 0.27% | Add +8.7% | 79,789 | $3.6M |
| Savvy Advisors, Inc. | 0.36% | Add +34.4% | 79,430 | $3.6M |
| Soltis Investment Advisors LLC | 0.32% | Reduce -6.6% | 79,197 | $3.6M |
| Horizon Investment Services, LLC | 1.74% | Add +2.5% | 78,561 | $3.6M |
| Financial Management Network Inc. | 0.81% | Add +40.5% | 79,031 | $3.6M |
| Fortress Financial Group, LLC | 3.40% | Add +1.8% | 74,709 | $3.4M |
| Titleist Asset Management, LLC | 0.39% | Add +3.6% | 73,980 | $3.4M |
| Capital Planning LLC | 0.93% | Add +7.1% | 72,333 | $3.3M |
| Family Capital Management, Inc. | 2.00% | Add +0.1% | 70,903 | $3.2M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +558.6% | 70,180 | $3.2M |
| Flagship Harbor Advisors, LLC | 0.17% | Add +29.5% | 70,161 | $3.2M |
| Delta Financial Group, Inc. | 0.73% | Add +7.3% | 70,305 | $3.2M |
| Investment Advisory Group, LLC | 1.07% | Reduce -3.9% | 69,820 | $3.2M |
| Captrust Financial Advisors | 0.01% | Add +1.4% | 69,418 | $3.2M |
| Tower Wealth Partners, Inc. | 1.65% | Add +1.3% | 67,559 | $3.1M |
| Mascagni Wealth Management, Inc. | 3.05% | No change | 67,102 | $3.1M |
| Cozad Asset Management Inc. | 0.30% | Reduce -2.9% | 66,763 | $3.0M |
| TFB Advisors LLC | 0.87% | Add +24.7% | 66,454 | $3.0M |
| Shore Point Advisors, LLC | 1.52% | Add +4.4% | 62,930 | $2.9M |
| Barry Investment Advisors, LLC | 0.75% | Add +13.2% | 61,273 | $2.8M |
| Triangle Securities Wealth Management | 0.72% | Add +46.1% | 61,467 | $2.8M |
| Beta Wealth Group, Inc. | 0.99% | Reduce -88.0% | 60,142 | $2.7M |
| Warwick Investment Management, Inc. | 0.56% | Add +54.8% | 59,506 | $2.7M |
| Robertson Stephens Wealth Management, LLC | 0.10% | Reduce -36.4% | 56,990 | $2.6M |
| Capital Asset Advisory Services LLC | 0.13% | Add +7.3% | 56,787 | $2.6M |
| Guardian Wealth Advisors, LLC / NC | 0.21% | Add +9.5% | 56,867 | $2.6M |
| Leelyn Smith, LLC | 0.46% | Reduce -2.3% | 56,820 | $2.6M |
| AdvisorNet Financial, Inc | 0.19% | Reduce -6.1% | 56,577 | $2.6M |
| Tritonpoint Wealth, LLC | 0.24% | Add +197.5% | 55,687 | $2.6M |
| Rwa Wealth Partners, LLC | 0.03% | Add +5.4% | 54,333 | $2.5M |
| Davis Wealth Advisors, LLC | 2.72% | Reduce -23.9% | 52,782 | $2.4M |
| Brown Advisory Inc. | 0.00% | Add +0.1% | 52,358 | $2.4M |
| Professional Financial Advisors, LLC | 0.61% | Add +14.1% | 52,332 | $2.4M |
| EWG Elevate Inc. | 0.90% | Add +102.1% | 51,814 | $2.4M |
| Eagle Rock Investment Company, LLC | 0.40% | Add +4.1% | 50,906 | $2.3M |
| Rockefeller Capital Management L.P. | 0.01% | Add +15.3% | 50,118 | $2.3M |
| Leigh Baldwin & Co., LLC | 1.82% | Add +33.0% | 49,654 | $2.3M |
| Anchor Capital Advisors LLC | 0.07% | Reduce -3.7% | 49,018 | $2.2M |
| Legacy Solutions, LLC | 2.45% | Add +2.8% | 48,740 | $2.2M |
| Golden State Wealth Management, LLC | 0.33% | Add +10456.2% | 48,242 | $2.2M |
| Norris Perne & French LLP | 0.17% | Add +43.0% | 47,988 | $2.2M |
| Apex Wealth Management, LLC | 1.96% | Reduce -76.3% | 47,850 | $2.2M |
| DecisionMap Wealth Management, LLC | 1.63% | Add +210.9% | 46,801 | $2.1M |
| Graney & King, LLC | 1.59% | Add +12.7% | 46,767 | $2.1M |
| Eley Financial Management, Inc | 0.86% | Reduce -3.1% | 46,676 | $2.1M |
| Gallagher Fiduciary Advisors, LLC | 0.07% | New | 46,696 | $2.1M |
| Bangor Savings Bank | 0.20% | No change | 45,535 | $2.1M |
| Quadrant Capital Group LLC | 0.08% | Reduce -26.0% | 45,509 | $2.1M |
| Concurrent Investment Advisors, LLC | 0.05% | Reduce -45.4% | 44,514 | $2.0M |
| IRON Financial LLC | 1.12% | Reduce -6.1% | 43,766 | $2.0M |
| Bridgewealth Advisory Group, LLC | 2.59% | Reduce -89.3% | 43,229 | $2.0M |
| Smith, Moore & Co. | 0.18% | Add +5.7% | 43,190 | $2.0M |
| Hartmann Taylor Wealth Management, LLC | 1.71% | — | 41,747 | $1.9M |
| Pittenger & Anderson Inc. | 0.07% | Add +32.9% | 41,435 | $1.9M |
| Riverbend Wealth Management, LLC | 1.68% | Add +5.5% | 41,201 | $1.9M |
| Keyvantage Wealth, LLC | 0.89% | Reduce -70.9% | 40,059 | $1.8M |
| Interchange Capital Partners, LLC | 0.51% | Reduce -6.9% | 39,944 | $1.8M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +3844.5% | 39,839 | $1.8M |
| Transcendent Capital Group LLC | 1.02% | Add +14.5% | 39,749 | $1.8M |
| Kuhn & Co Investment Counsel | 1.51% | Add +23.6% | 39,125 | $1.8M |
| Woodside Wealth Management LLC | 1.63% | — | 38,572 | $1.8M |
| Nwam LLC | 0.15% | Reduce -3.7% | 38,499 | $1.8M |
| &partners | 0.02% | Reduce -31.6% | 38,596 | $1.8M |
| Citadel Advisors | 0.00% | Reduce -89.6% | 38,245 | $1.7M |
| Lakeshore Capital Group, Inc. | 1.68% | New | 38,243 | $1.7M |
| Legacy Financial Advisors, Inc. | 0.29% | Reduce -4.0% | 37,513 | $1.7M |
| InTrack Investment Management Inc | 1.50% | Add +3.9% | 36,148 | $1.7M |
| Bryant Woods Investment Advisors, LLC | 0.79% | Add +7.5% | 35,907 | $1.6M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +408.5% | 35,137 | $1.6M |
| Berger Financial Group, Inc | 0.11% | Add +2.2% | 34,901 | $1.6M |
| Bay Capital Advisors, LLC | 1.32% | Add +16.6% | 34,670 | $1.6M |
| Cedar Point Capital Partners, LLC | 1.05% | Add +0.2% | 34,200 | $1.6M |
| Mission Financial Group, LLC | 1.44% | — | 34,218 | $1.6M |
| Northwest Capital Management Inc | 0.64% | Add +0.2% | 34,074 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | New | 33,994 | $1.6M |
| Galvin, Gaustad & Stein, LLC | 0.14% | Reduce -29.9% | 33,965 | $1.6M |
| JFS Wealth Advisors, LLC | 0.10% | Reduce -4.1% | 33,920 | $1.5M |
| NewEdge Wealth, LLC | 0.03% | Reduce -12.7% | 33,872 | $1.5M |
| Catawba River Capital | 0.93% | New | 33,636 | $1.5M |
| NCM Capital Management, LLC | 0.68% | Add +295.4% | 33,261 | $1.5M |
| Mosaic Financial Group, LLC | 1.09% | Add +0.1% | 29,429 | $1.3M |
| GWN Securities Inc. | 0.07% | New | 29,012 | $1.3M |
| Wingate Wealth Advisors, Inc. | 1.52% | Add +208.7% | 28,985 | $1.3M |
| ERn Financial, LLC | 0.21% | Add +26.8% | 28,836 | $1.3M |
| Canvas Wealth Advisors, LLC | 0.33% | Add +2.5% | 28,328 | $1.3M |
| Defined Wealth Management, LLC | 0.85% | Reduce -18.3% | 27,862 | $1.3M |
| IFG Advisory, LLC | 0.07% | Add +67.7% | 27,574 | $1.3M |
| Bond & Devick Financial Network, Inc. | 0.45% | Add +81.5% | 27,450 | $1.3M |
| Barnes Pettey Financial Advisors, LLC | 0.96% | Add +2.9% | 26,976 | $1.2M |
| Twin Peaks Wealth Advisors, LLC | 0.56% | Reduce -14.6% | 27,343 | $1.2M |
| Independent Financial Group, LLC | 0.04% | Reduce -10.8% | 26,899 | $1.2M |
| United Advisor Group, LLC | 0.25% | Add +20.9% | 26,627 | $1.2M |
| Curtis Advisory Group, LLC | 0.36% | Add +15.1% | 26,541 | $1.2M |
| Bright Financial Advisors, Inc. | 0.74% | Add +13.3% | 26,323 | $1.2M |
| Valley Financial Group, Inc. | 0.80% | Reduce -1.7% | 26,243 | $1.2M |
| Ibex Wealth Advisors | 0.16% | Reduce -4.1% | 25,840 | $1.2M |
| Cary Street Partners Financial LLC | 0.04% | Reduce -0.7% | 25,784 | $1.2M |
| SageView Advisory Group, LLC | 0.05% | Reduce -17.4% | 25,737 | $1.2M |
| Brookwood Investment Group LLC | 0.19% | — | 24,640 | $1.1M |
| Fairvoy Private Wealth, LLC | 0.31% | Add +22.2% | 24,397 | $1.1M |
| Chris Bulman Inc | 0.70% | Reduce -8.4% | 24,389 | $1.1M |
| Nations Financial Group Inc, /Ia/ | 0.08% | Add +5.0% | 24,302 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +47.5% | 24,243 | $1.1M |
| Essential Planning, LLC. | 0.45% | Reduce -95.8% | 24,225 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Add +0.0% | 24,105 | $1.1M |
| Valley Wealth Managers, Inc. | 0.08% | Reduce -15.5% | 23,751 | $1.1M |
| Waterfront Wealth Inc. | 0.26% | Reduce -14.9% | 23,741 | $1.1M |
| McAdam, LLC | 0.06% | Add +93.3% | 22,610 | $1.0M |
| Park Avenue Securities LLC | 0.01% | Add +69.2% | 22,559 | $1.0M |
| King Wealth Management Group | 0.15% | Reduce -6.5% | 22,373 | $1.0M |
| Post Resch Tallon Group Inc. | 1.04% | Reduce -0.7% | 22,086 | $1.0M |
| CGN Advisors LLC | 0.10% | Add +6.5% | 21,765 | $994K |
| Wealth Watch Advisors, INC | 0.81% | New | 21,754 | $993K |
| Gerber, LLC | 0.82% | Reduce -6.1% | 21,600 | $986K |
| Hoxton Planning & Management, LLC | 0.37% | Add +5.8% | 21,506 | $982K |
| Register Financial Advisors LLC | 0.51% | Add +10.1% | 21,471 | $980K |
| Cosner Financial Group, LLC | 0.58% | Reduce -0.3% | 20,870 | $953K |
| WealthBridge Capital Management, LLC | 0.27% | Add +13.8% | 20,680 | $944K |
| One Plus One Wealth Management, LLC | 0.50% | Add +10.1% | 20,183 | $921K |
| Next Level Wealth Planning, LLC | 0.69% | Add +5.0% | 19,998 | $913K |
| Abbot Financial Management, Inc. | 0.47% | Add +0.1% | 19,964 | $911K |
| CreativeOne Wealth, LLC | 0.03% | Reduce -5.8% | 19,753 | $902K |
| Integrity Financial Corp | 0.50% | Add +12.0% | 19,342 | $887K |
| Thoroughbred Financial Services, LLC | 0.06% | Reduce -22.7% | 19,345 | $883K |
| Camelot Portfolios, LLC | 0.54% | New | 19,066 | $870K |
| Capital Square, LLC | 0.50% | Add +4.8% | 18,682 | $853K |
| Ancora Advisors LLC | 0.02% | Reduce -15.6% | 18,664 | $852K |
| International Private Wealth Advisors LLC | 0.81% | Reduce -1.8% | 18,602 | $849K |
| Compound Planning, Inc. | 0.04% | New | 18,593 | $849K |
| Gateway Wealth Partners, LLC | 0.19% | Add +26.5% | 18,505 | $845K |
| Marshall Financial Group, LLC | 0.18% | Reduce -1.4% | 17,560 | $802K |
| Assetmark, Inc. | 0.00% | Add +28.5% | 17,425 | $795K |
| Insight Wealth Strategies, LLC | 0.11% | Add +5.6% | 17,236 | $787K |
| Insight Advisors, LLC/ PA | 0.14% | Reduce -12.1% | 17,117 | $781K |
| Cornell Pochily Investment Advisors, Inc. | 0.27% | Reduce -11.8% | 16,975 | $775K |
| D.A. Davidson & Co. | 0.01% | Reduce -81.1% | 16,921 | $772K |
| Cape Investment Advisory, Inc. | 0.30% | Reduce -17.6% | 16,775 | $766K |
| World Equity Group, Inc. | 0.22% | New | 16,598 | $758K |
| ORG Partners LLC | 0.19% | Reduce -62.3% | 16,328 | $747K |
| GTS Securities LLC | 0.03% | New | 16,290 | $744K |
| Consolidated Portfolio Review Corp | 0.12% | Add +70.0% | 16,275 | $743K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.11% | Reduce -29.5% | 16,219 | $738K |
| Sunbelt Securities, Inc. | 0.07% | Add +11.6% | 16,097 | $735K |
| IHT Wealth Management, LLC | 0.02% | Add +2.3% | 16,046 | $733K |
| Trust Investment Advisors | 0.46% | No change | 15,592 | $712K |
| Arbor Capital Management Inc. | 0.68% | Add +12.8% | 15,310 | $701K |
| Avidian Wealth Enterprises, LLC | 0.03% | Reduce -84.5% | 15,037 | $686K |
| Townsquare Capital LLC | 0.01% | Reduce -39.7% | 14,906 | $680K |
| Mma Asset Management LLC | 0.29% | Add +19.0% | 14,851 | $678K |
| Traynor Capital Management, Inc. | 0.06% | Add +38.9% | 14,744 | $673K |
| Lazari Capital Management, Inc. | 0.27% | Reduce -10.1% | 14,582 | $666K |
| Dupree Financial Group, LLC | 0.29% | Reduce -3.6% | 14,541 | $664K |
| MidAtlantic Capital Management, Inc. | 0.51% | Reduce -4.4% | 14,320 | $654K |
| Burns Matteson Capital Management, LLC | 0.34% | Reduce -0.2% | 13,889 | $634K |
| Rise Advisors, LLC | 0.28% | Reduce -0.8% | 13,864 | $633K |
| Brown Financial Advisory | 0.39% | New | 13,702 | $625K |
| AMG National Trust Bank | 0.02% | No change | 13,578 | $620K |
| Fifth Third Securities, Inc. | 0.05% | Reduce -3.8% | 13,335 | $609K |
| Bank of Montreal | 0.00% | Add +33.2% | 13,307 | $607K |
| AssuredPartners Investment Advisors, LLC | 0.12% | Add +18.5% | 13,304 | $607K |
| McElhenny Sheffield Capital Management, LLC | 0.23% | Add +34.1% | 13,250 | $605K |
| Regatta Capital Group, LLC | 0.12% | Reduce -0.1% | 13,236 | $604K |
| Miller Financial Services LLC | 0.85% | Reduce -1.9% | 13,001 | $593K |
| William Howard & Co Financial Advisors Inc | 0.55% | No change | 12,964 | $592K |
| Principal Securities, Inc. | 0.01% | No change | 13,153 | $590K |
| MontVue Capital Management, Inc. | 0.47% | Reduce -5.0% | 12,839 | $586K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -20.2% | 12,719 | $581K |
| Benchmark Financial Wealth Advisors, LLC | 0.22% | Reduce -62.7% | 12,497 | $570K |
| Focus Financial Network, Inc. | 0.02% | Reduce -1.4% | 12,344 | $566K |
| Kraft, Davis & Associates, LLC | 0.18% | Add +2.8% | 12,509 | $562K |
| Apexium Financial, LP | 0.03% | New | 12,039 | $552K |
| Cadent Capital Advisors, LLC | 0.21% | Add +1.2% | 12,056 | $550K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +112.6% | 11,984 | $547K |
| Aprio Wealth Management, LLC | 0.07% | Add +26.5% | 11,897 | $543K |
| Boston Family Office LLC | 0.04% | No change | 11,799 | $539K |
| Drucker Wealth 3.0, LLC | 0.12% | Reduce -47.8% | 11,781 | $538K |
| Rinkey Investments | 0.17% | Add +5.0% | 11,639 | $531K |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -90.1% | 11,479 | $524K |
| Compass Advisory Group LLC | 0.18% | Reduce -8.1% | 11,428 | $524K |
| Barnes Wealth Management Group, Inc | 0.33% | Add +26.4% | 11,276 | $515K |
| Intrua Financial, LLC | 0.08% | New | 11,194 | $511K |
| Forum Private Client Group LLC | 0.22% | New | 11,180 | $510K |
| Vantage Financial Partners, LLC | 0.13% | Reduce -17.1% | 11,086 | $506K |
| Kure Advisory, LLC | 0.38% | — | 11,029 | $503K |
| Sage Financial Group Inc. | 0.04% | Add +0.1% | 10,720 | $489K |
| Towercrest Capital Management | 0.09% | No change | 10,616 | $485K |
| Qube Research & Technologies Ltd | 0.00% | New | 10,553 | $482K |
| Element Wealth, LLC | 0.26% | New | 10,549 | $482K |
| Simplicity Wealth,LLC | 0.04% | New | 10,538 | $481K |
| Winebrenner Capital Management LLC | 0.43% | Reduce -49.4% | 10,469 | $478K |
| Strata Wealth Advisors, LLC | 0.15% | Add +19.3% | 10,469 | $478K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +13.9% | 10,135 | $463K |
| Breakwater Capital Group | 0.08% | Add +1.2% | 9,985 | $456K |
| Keystone Financial Group | 0.05% | Add +4.7% | 9,780 | $446K |
| Lion Street Advisors, LLC | 0.14% | New | 9,444 | $431K |
| Seelaus Asset Management LLC | 0.42% | Add +16.8% | 9,410 | $430K |
| Fiduciary Trust Co | 0.01% | No change | 9,330 | $426K |
| PFG Investments, LLC | 0.03% | Add +3.2% | 9,182 | $419K |
| Scott Capital Advisors, LLC | 0.12% | Add +5.4% | 9,093 | $415K |
| Integrity Alliance, Llc. | 0.02% | New | 9,060 | $414K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -13.5% | 9,054 | $413K |
| KOM Wealth Management Group, LLC | 0.36% | Reduce -40.1% | 9,002 | $411K |
| XTX Topco Ltd | 0.02% | Reduce -12.7% | 8,916 | $407K |
| Fortitude Advisory Group L.L.C. | 0.29% | Reduce -8.0% | 8,957 | $404K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -0.4% | 8,779 | $401K |
| National Bank of Canada | 0.00% | No change | 8,776 | $400K |
| Strategic Family Wealth Counselors, L.L.C. | 0.13% | Reduce -41.1% | 8,677 | $396K |
| StoneX Group Inc. | 0.02% | New | 8,618 | $395K |
| Wheelhouse Advisory Group LLC | 0.23% | Reduce -15.9% | 8,644 | $395K |
| Dudley Capital Management, LLC | 0.21% | Reduce -0.4% | 8,490 | $388K |
| Latitude Advisors, LLC | 0.22% | New | 8,349 | $381K |
| AQR Capital Management | 0.00% | No change | 8,218 | $375K |
| Signet Financial Management, LLC | 0.05% | No change | 8,155 | $372K |
| Moloney Securities Asset Management, LLC | 0.05% | Add +15.0% | 8,057 | $368K |
| Cerity Partners LLC | 0.00% | Add +27.5% | 8,008 | $366K |
| Permanent Capital Management, LP | 0.10% | New | 7,942 | $364K |
| Wealthcare Capital Management LLC | 0.04% | Reduce -0.1% | 7,928 | $362K |
| Trustmark Bank Trust Department | 0.03% | No change | 7,798 | $356K |
| Greatmark Investment Partners, Inc. | 0.05% | Reduce -19.9% | 7,650 | $349K |
| Verity Asset Management, Inc. | 0.14% | New | 7,610 | $347K |
| Keel Point, LLC | 0.03% | Reduce -10.2% | 7,574 | $346K |
| Northeast Financial Consultants Inc | 0.02% | No change | 7,538 | $344K |
| Renaissance Technologies | 0.00% | New | 7,400 | $338K |
| Hardy Reed LLC | 0.03% | Add +8.7% | 7,302 | $333K |
| Black Swift Group, LLC | 0.07% | New | 7,109 | $325K |
| Novem Group | 0.05% | Reduce -26.4% | 7,033 | $321K |
| Wealth Architects, LLC | 0.03% | New | 6,932 | $316K |
| Aviso Financial Inc. | 0.02% | Reduce -29.3% | 6,870 | $313K |
| CoreCap Advisors, LLC | 0.01% | Add +1715.4% | 6,844 | $312K |
| Milestone Asset Management, LLC | 0.07% | Reduce -60.2% | 6,829 | $312K |
| Capital CS Group, LLC | 0.51% | Reduce -9.5% | 6,570 | $300K |
| Synergy Investment Management, LLC | 0.12% | No change | 6,500 | $297K |
| New England Private Wealth Advisors LLC | 0.05% | Add +0.8% | 6,441 | $294K |
| TCFG Wealth Management, LLC | 0.15% | Reduce -8.5% | 6,368 | $291K |
| Inscription Capital, LLC | 0.05% | — | 6,249 | $283K |
| RPS Advisory Solutions LLC | 0.20% | New | 6,170 | $282K |
| Wedbush Securities Inc. | 0.01% | No change | 6,116 | $279K |
| Trademark Financial Management, LLC | 0.21% | Reduce -16.1% | 6,040 | $276K |
| Cardinal Point Capital Management ULC | 0.03% | Reduce -28.7% | 5,930 | $272K |
| Ascent Group, LLC | 0.01% | No change | 5,940 | $271K |
| Ameriflex Group, Inc. | 0.11% | Add +87.9% | 5,886 | $269K |
| Tudor Investment Corporation | 0.00% | New | 5,741 | $262K |
| Canal Capital Management, LLC | 0.04% | Reduce -35.6% | 5,740 | $262K |
| CGC Financial Services, LLC | 0.10% | Reduce -10.9% | 5,738 | $262K |
| Vantage Point Financial LLC | 0.13% | New | 5,630 | $257K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -6.6% | 5,555 | $254K |
| Hilltop Holdings Inc. | 0.02% | New | 5,496 | $251K |
| McCarthy & Cox | 0.11% | New | 5,450 | $249K |
| Saxon Interests, Inc. | 0.12% | Reduce -0.4% | 5,442 | $248K |
| Baron Silver Stevens Financial Advisors, LLC | 0.04% | New | 5,305 | $242K |
| LaSalle St. Investment Advisors, LLC | 0.05% | New | 5,102 | $232K |
| Kovack Advisors, Inc. | 0.02% | Reduce -28.3% | 5,074 | $232K |
| Intelligence Driven Advisers, LLC | 0.04% | Reduce -17.3% | 4,950 | $226K |
| JT Stratford LLC | 0.04% | Add +0.3% | 4,839 | $221K |
| D.B. Root & Company, LLC | 0.07% | Reduce -0.5% | 4,791 | $219K |
| NTV Asset Management LLC | 0.03% | New | 4,791 | $219K |
| Ameriprise Financial Inc. | 0.00% | New | 4,702 | $215K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -2.5% | 4,626 | $211K |
| Performance Wealth Partners, LLC | 0.01% | No change | 4,549 | $208K |
| Truepoint, Inc. | 0.01% | New | 4,540 | $207K |
| Cypress Capital Group | 0.03% | New | 4,440 | $203K |
| Innovative Wealth Building LLC | 0.18% | New | 4,391 | $200K |
| Glass Jacobson Investment Advisors llc | 0.06% | No change | 3,949 | $177K |
| Geneos Wealth Management Inc. | 0.01% | Add +63.1% | 3,610 | $165K |
| Financial Life Planners | 0.14% | New | 3,141 | $143K |
| Aspect Partners, LLC | 0.08% | Add +0.3% | 3,105 | $142K |
| S.A. Mason LLC | 0.07% | New | 3,011 | $137K |
| AE Wealth Management LLC | 0.00% | Reduce -46.1% | 2,904 | $133K |
| Beacon Capital Management, LLC | 0.02% | Add +129.0% | 2,464 | $112K |
| Financial Management Professionals, Inc. | 0.01% | No change | 2,330 | $106K |
| Maryland Capital Advisors Inc. | 0.05% | Reduce -80.4% | 2,312 | $106K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -48.2% | 2,236 | $102K |
| Financial Freedom, LLC | 0.06% | Reduce -13.7% | 2,117 | $97K |
| Strategic Investment Solutions, Inc. | 0.03% | New | 2,013 | $92K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +2.5% | 1,903 | $87K |
| CIBC Private Wealth Group LLC | 0.00% | Add +295.6% | 1,899 | $85K |
| Continuum Advisory, LLC | 0.01% | New | 1,872 | $85K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +240.7% | 1,857 | $85K |
| Private Trust Co. NA | 0.01% | No change | 1,835 | $84K |
| Bogart Wealth, LLC | 0.00% | Add +23.3% | 1,574 | $72K |
| Glassman Wealth Services | 0.01% | No change | 1,567 | $72K |
| Medallion Wealth Advisors, LLC | 0.03% | Add +6.9% | 1,445 | $66K |
| Rothschild Investment LLC | 0.00% | No change | 1,393 | $64K |
| Clarity Asset Management, Inc. | 0.04% | Add +285.3% | 1,364 | $62K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,318 | $60K |
| Iron Horse Wealth Management, LLC | 0.02% | New | 1,316 | $60K |
| Creative Capital Management Investments LLC | 0.02% | No change | 1,241 | $57K |
| Bell Investment Advisors, Inc | 0.01% | No change | 1,233 | $56K |
| Darwin Wealth Management, LLC | 0.02% | No change | 1,167 | $52K |
| Lindbrook Capital, LLC | 0.00% | Add +28.4% | 904 | $41K |
| Sound Income Strategies, LLC | 0.00% | Add +63.1% | 791 | $36K |
| Caldwell Trust Co | 0.00% | Add +203.3% | 746 | $34K |
| IAG Wealth Partners, LLC | 0.00% | Reduce -73.7% | 641 | $29K |
| Tsfg, LLC | 0.01% | New | 626 | $29K |
| Investors Research Corp | 0.01% | Reduce -38.0% | 620 | $28K |
| Lanark Financial, Inc. | 0.00% | — | 628 | $28K |
| MAI Capital Management | 0.00% | No change | 603 | $28K |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.4% | 573 | $26K |
| First Pacific Financial | 0.01% | New | 553 | $25K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | Add +0.9% | 543 | $25K |
| Signaturefd, LLC | 0.00% | No change | 502 | $23K |
| Smartleaf Asset Management LLC | 0.00% | No change | 446 | $20K |
| Citigroup Inc. | 0.00% | Add +6228.6% | 443 | $20K |
| Comprehensive Financial Planning, Inc. | 0.02% | New | 429 | $20K |
| MCF Advisors LLC | 0.00% | No change | 330 | $15K |
| Crews Bank & Trust | 0.00% | No change | 325 | $15K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 319 | $15K |
| Headlands Technologies LLC | 0.00% | New | 292 | $13K |
| Financial Perspectives, Inc | 0.00% | New | 266 | $12K |
| Pineridge Advisors LLC | 0.00% | Reduce -47.5% | 253 | $12K |
| General Partner, Inc. | 0.01% | No change | 230 | $11K |
| Salomon & Ludwin, LLC | 0.00% | No change | 162 | $7K |
| Russell Investments Group, Ltd. | 0.00% | New | 150 | $7K |
| Barnes Dennig Private Wealth Management LLC | 0.01% | — | 130 | $6K |
| Fourth Dimension Wealth, LLC | 0.00% | Reduce -35.2% | 92 | $4K |
| FSA Wealth Management LLC | 0.00% | Add +30.3% | 86 | $4K |
| Nemes Rush Group LLC | 0.00% | Add +1.2% | 83 | $4K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | Reduce -62.4% | 80 | $4K |
| Arax Advisory Partners | 0.00% | Add +30.5% | 77 | $4K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -32.0% | 70 | $3K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 58 | $3K |
| Archer Investment Corp | 0.00% | No change | 56 | $3K |
| SJS Investment Consulting Inc. | 0.00% | New | 52 | $2K |
| Abound Wealth Management | 0.00% | New | 44 | $2K |
| Hurley Capital, LLC | 0.00% | New | 42 | $2K |
| Pinnacle Bancorp, Inc. | 0.00% | Reduce -97.5% | 37 | $2K |
| First Community Trust NA | 0.00% | No change | 29 | $1K |
| Kozak & Associates, Inc. | 0.00% | No change | 13 | $568 |
| Transce3nd, LLC | 0.00% | Reduce -89.2% | 9 | $411 |
| Anderson Financial Strategies, LLC | 0.00% | New | 1 | $46 |
| 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.