Fidelity Total Bond ETFFBNDETF
13F holders, Q2 2025 (June 30)626holders +5
57new positions
48sold out
3famous investors
$44.59avg. 13F price*
At the end of Q2 2025, 626 institutions reported holding Fidelity Total Bond ETF (FBND) in their 13F filings, up 5 from Q1 2025. 57 opened new positions and 48 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($3.9B), Morgan Stanley ($1.3B) and FMR LLC ($568.9M). 3 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 57 | $204.3M |
| Exits | 48 | $100.3M |
All 13F filers, Q1 2025 → Q2 2025: 29,526,566 shares bought and 22,990,036 shares sold, net +6,536,530 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 626 holders
| Northwestern Mutual Wealth Management Co. | 2.87% | Add +6.1% | 86,126,703 | $3.9B |
| Morgan Stanley | 0.09% | Reduce -16.6% | 29,131,588 | $1.3B |
| FMR LLC | 0.03% | Reduce -0.1% | 12,434,438 | $568.9M |
| Bank of America Corp. | 0.05% | Add +5.4% | 12,270,942 | $561.4M |
| JPMorgan Chase & Co. | 0.03% | Reduce -14.4% | 8,753,600 | $400.5M |
| Country Trust Bank | 6.35% | Add +0.3% | 6,186,144 | $283.0M |
| Dynasty Wealth Management, LLC | 4.58% | Reduce -1.7% | 5,869,906 | $268.5M |
| Envestnet Asset Management Inc. | 0.08% | Add +11.2% | 5,668,791 | $259.3M |
| LPL Financial LLC | 0.09% | Add +32.3% | 5,601,181 | $256.3M |
| UBS Group AG | 0.05% | Add +1.9% | 5,242,838 | $239.9M |
| Raymond James Financial Inc. | 0.07% | Reduce -0.3% | 4,624,445 | $211.6M |
| Osaic Holdings, Inc. | 0.34% | Add +0.0% | 4,203,788 | $192.4M |
| Royal Bank of Canada | 0.03% | Add +8.3% | 3,880,275 | $177.5M |
| Mather Group, Llc. | 1.88% | Reduce -0.4% | 3,839,198 | $175.6M |
| Commonwealth Equity Services, LLC | 0.22% | Add +8.6% | 3,620,174 | $165.6M |
| Ritholtz Wealth Management | 3.65% | Add +64.3% | 3,610,928 | $165.2M |
| Kestra Advisory Services, LLC | 0.75% | Add +2.0% | 3,369,590 | $154.2M |
| Quotient Wealth Partners, LLC | 4.42% | Add +3.3% | 3,286,565 | $150.4M |
| Legacy Wealth Management, LLC | 8.81% | Add +0.0% | 3,097,702 | $141.7M |
| Sagespring Wealth Partners, LLC | 2.79% | Add +1.9% | 9,733,745 | $129.6M |
| Sax Wealth Advisors, LLC | 7.31% | Add +41.4% | 2,644,754 | $121.0M |
| Blue Chip Partners, LLC | 9.83% | Add +2.2% | 2,636,194 | $120.6M |
| Forvis Mazars Wealth Advisors, LLC | 2.42% | Reduce -1.1% | 2,453,018 | $112.2M |
| Capital Analysts, LLC | 3.72% | Add +10.1% | 2,440,985 | $111.7M |
| Cetera Investment Advisers | 0.18% | Reduce -24.5% | 2,311,058 | $105.7M |
| Thrivent Financial for Lutherans | 0.22% | Reduce -18.8% | 2,173,311 | $99.4M |
| Cwm, LLC | 0.35% | Add +46.1% | 2,158,750 | $98.8M |
| Retirement Planning Group, LLC | 4.06% | Add +6.2% | 2,087,492 | $95.5M |
| TruWealth Advisors, LLC | 5.24% | Add +14.3% | 2,079,076 | $95.1M |
| McKinley Carter Wealth Services, Inc. | 5.08% | Add +4.9% | 1,998,346 | $91.4M |
| Focus Partners Wealth | 0.19% | Add +18.0% | 1,960,045 | $89.7M |
| Summit Financial Strategies, Inc. | 8.25% | Add +3.0% | 1,948,185 | $89.1M |
| HighTower Advisors, LLC | 0.10% | Add +1.7% | 1,764,120 | $80.7M |
| MML Investors Services, LLC | 0.23% | Add +48.3% | 1,739,930 | $79.6M |
| Creative Planning | 0.07% | Reduce -63.8% | 1,686,232 | $77.1M |
| Wells Fargo & Company | 0.02% | Add +1.6% | 1,630,092 | $74.6M |
| Octavia Wealth Advisors, LLC | 7.63% | Reduce -0.9% | 1,460,941 | $67.1M |
| Modern Wealth Management, LLC | 1.58% | Add +7.9% | 1,406,274 | $64.3M |
| Cambridge Investment Research Advisors, Inc. | 0.20% | Add +10.6% | 1,405,090 | $64.3M |
| Valeo Financial Advisors, LLC | 1.55% | Add +13.0% | 1,499,179 | $63.0M |
| Goldman Sachs Group Inc. | 0.01% | New | 1,355,044 | $62.0M |
| Wealthcare Advisory Partners LLC | 1.38% | Add +15.5% | 1,325,768 | $60.7M |
| RFG Advisory, LLC | 1.41% | Reduce -72.4% | 1,312,340 | $60.0M |
| Private Advisor Group, LLC | 0.32% | Add +77.3% | 1,289,219 | $59.0M |
| Integrated Wealth Concepts LLC | 0.57% | Add +170.6% | 1,252,140 | $57.3M |
| Falcon Wealth Planning | 5.51% | Add +4.5% | 1,191,508 | $54.5M |
| HUB Investment Partners, LLC | 1.84% | Add +4.8% | 1,149,360 | $52.6M |
| Aptus Capital Advisors, LLC | 0.51% | Add +2.8% | 1,128,200 | $51.6M |
| Sunburst Financial Group, LLC | 10.89% | Add +3.1% | 1,063,227 | $48.6M |
| Harbor Group, Inc. | 7.86% | Add +2.9% | 968,869 | $44.3M |
| McGlone Suttner Wealth Management, Inc. | 6.67% | Add +3.6% | 964,941 | $44.1M |
| Prudent Investors Network, Inc. | 11.71% | Add +4.5% | 948,805 | $43.4M |
| Rehmann Capital Advisory Group | 2.62% | Add +61.7% | 947,253 | $43.3M |
| Dynamic Advisor Solutions LLC | 1.34% | Reduce -7.5% | 946,139 | $43.3M |
| Navalign, LLC | 11.39% | Add +4.1% | 902,915 | $41.3M |
| OLIO Financial Planning | 12.76% | Add +3.5% | 884,042 | $40.4M |
| Sherrill & Hutchins Financial Advisory, Inc | 30.67% | Add +0.9% | 862,695 | $39.5M |
| Vestmark Advisory Solutions, Inc. | 0.57% | Add +272.2% | 857,646 | $39.2M |
| Ameritas Advisory Services, LLC | 2.02% | Reduce -20.3% | 847,140 | $38.8M |
| Avantax Advisory Services, Inc. | 0.21% | Add +16.5% | 838,606 | $38.4M |
| Power Wealth Management LLC | 14.60% | Add +1.6% | 830,048 | $38.0M |
| Pallas Capital Advisors LLC | 1.36% | Reduce -8.2% | 781,056 | $35.7M |
| Weatherly Asset Management L. P. | 3.03% | Add +5.3% | 773,483 | $35.5M |
| Bleakley Financial Group, LLC | 0.89% | New | 769,847 | $35.2M |
| WNY Asset Management, LLC | 3.84% | Add +16.3% | 762,134 | $34.9M |
| WestHill Financial Advisors, Inc. | 7.24% | Add +0.7% | 746,164 | $34.1M |
| Mascoma Wealth Management LLC | 7.85% | Add +3.8% | 738,850 | $33.8M |
| Correct Capital Wealth Management | 6.57% | Reduce -0.3% | 738,238 | $33.8M |
| Drake & Associates, LLC | 8.21% | Add +1.0% | 732,963 | $33.5M |
| Brookstone Capital Management | 0.42% | Add +1.0% | 697,313 | $31.9M |
| NewEdge Advisors, LLC | 0.16% | Add +13.9% | 696,674 | $31.9M |
| Peapack Gladstone Financial Corp. | 0.45% | Add +93.4% | 693,691 | $31.7M |
| Wealth Management Resources, Inc. | 10.77% | Add +8.6% | 689,209 | $31.5M |
| W.G. Shaheen & Associates DBA Whitney & Co | 3.11% | Add +2.3% | 688,361 | $31.5M |
| Wealth Alliance Advisory Group, LLC | 5.99% | Reduce -0.1% | 687,964 | $31.5M |
| Vicus Capital | 2.61% | Add +2.6% | 685,273 | $31.4M |
| Shakespeare Wealth Management, LLC | 8.25% | Add +4.6% | 676,490 | $30.9M |
| Lineweaver Wealth Advisors, LLC | 4.76% | Add +9.7% | 658,428 | $30.1M |
| Compass Ion Advisors, LLC | 3.24% | Add +6.7% | 654,193 | $29.9M |
| CPA Asset Management Group, LLC | 11.76% | Reduce -0.5% | 611,705 | $28.0M |
| KFG Wealth Management, LLC | 4.47% | Add +2.1% | 607,904 | $27.8M |
| Presidio Capital Management, LLC | 10.70% | Add +1.8% | 607,204 | $27.8M |
| Coyle Financial Counsel LLC | 7.40% | Add +6.7% | 603,996 | $27.6M |
| Mariner, LLC | 0.04% | Reduce -0.5% | 583,371 | $26.7M |
| DeDora Capital, Inc. | 6.95% | Add +41.9% | 581,905 | $26.6M |
| WBH Advisory Inc. | 2.25% | Reduce -4.5% | 576,197 | $26.4M |
| Arete Wealth Advisors, LLC | 1.82% | Reduce -3.9% | 561,532 | $25.7M |
| Silver Oak Securities, Incorporated | 2.13% | Add +71.7% | 558,510 | $25.6M |
| Global Retirement Partners, LLC | 0.63% | — | 556,287 | $25.5M |
| Nicolet Advisory Services, LLC | 2.11% | Add +1.0% | 539,338 | $24.8M |
| ABLE Financial Group, LLC | 5.97% | Add +7.0% | 540,632 | $24.7M |
| Pension & Wealth Management Advisors, Inc. | 8.26% | Add +19.1% | 538,516 | $24.6M |
| Wealthspire Retirement, LLC | 1.60% | Reduce -10.4% | 528,176 | $24.2M |
| Cyndeo Wealth Partners, LLC | 1.40% | Add +0.7% | 517,455 | $23.7M |
| Crane Advisory, LLC | 3.92% | Reduce -3.2% | 520,833 | $23.7M |
| Sard Wealth Management Group, LLC | 14.37% | Add +2.2% | 509,549 | $23.3M |
| Spire Wealth Management | 0.84% | Reduce -12.4% | 512,223 | $23.3M |
| Financial Strategies Group, Inc. | 4.83% | Add +7.2% | 509,993 | $23.2M |
| Souders Financial Advisors | 2.88% | Add +8.0% | 493,951 | $22.6M |
| Main Street Financial Solutions, LLC | 1.63% | Add +2.3% | 491,611 | $22.5M |
| Regimen Wealth, LLC | 6.97% | Reduce -18.1% | 490,758 | $22.5M |
| Investment Planning Advisors, Inc. | 7.80% | Add +115.7% | 482,517 | $22.1M |
| Aspiriant, LLC | 0.70% | Add +21.8% | 479,364 | $21.9M |
| Larson Financial Group LLC | 0.86% | Add +43.7% | 466,096 | $21.3M |
| Kestra Private Wealth Services, LLC | 0.30% | Add +10.5% | 460,965 | $21.1M |
| EnRich Financial Partners LLC | 6.42% | Add +5.4% | 456,876 | $20.9M |
| Valley National Advisers Inc. | 3.39% | Add +5.2% | 453,931 | $20.8M |
| Creative Financial Designs Inc. | 1.49% | Reduce -43.2% | 453,086 | $20.7M |
| Perigon Wealth Management, LLC | 0.48% | Add +5.6% | 444,661 | $20.3M |
| Riverpoint Wealth Management Holdings, LLC | 4.69% | Reduce -10.3% | 436,090 | $20.0M |
| Walker Financial Services, Inc. | 8.98% | Add +7.4% | 431,992 | $19.8M |
| Centerline Wealth Advisors, LLC | 9.68% | Add +22.1% | 430,988 | $19.7M |
| Kestra Investment Management, LLC | 0.59% | Reduce -46.9% | 423,510 | $19.4M |
| Hunter Associates Investment Management LLC | 2.85% | Add +3.7% | 419,913 | $19.2M |
| Certified Advisory Corp | 2.00% | Add +3.9% | 419,910 | $19.2M |
| Baker Boyer National Bank | 6.59% | Add +2.0% | 417,494 | $19.1M |
| Founders Financial Securities LLC | 1.44% | Reduce -10.0% | 414,712 | $19.0M |
| Horizon Investments, LLC | 0.30% | Add +3.6% | 413,287 | $18.8M |
| Triad Wealth Partners, LLC | 3.76% | Add +10.8% | 407,431 | $18.6M |
| Capital Wealth Management, LLC | 6.89% | Add +14.9% | 404,147 | $18.5M |
| Bridgewealth Advisory Group, LLC | 4.66% | Add +828.3% | 401,306 | $18.4M |
| Centaurus Financial, Inc. | 1.06% | Reduce -2.0% | 398,478 | $18.2M |
| EdgeRock Capital LLC | 5.58% | New | 385,144 | $17.6M |
| Harbour Investments, Inc. | 0.43% | Add +6.6% | 367,659 | $16.8M |
| Gotham Asset Management | 0.10% | Reduce -7.3% | 367,504 | $16.8M |
| Occidental Asset Management, LLC | 2.31% | Add +1.2% | 366,077 | $16.7M |
| Baird Financial Group, Inc. | 0.03% | Reduce -13.8% | 365,957 | $16.7M |
| Corient Private Wealth LP | 0.02% | Add +27.3% | 365,192 | $16.7M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -5.2% | 358,613 | $16.4M |
| Baker Ellis Asset Management LLC | 2.25% | Add +7.5% | 358,039 | $16.4M |
| Bank of New York Mellon Corp | 0.00% | Add +21.4% | 349,715 | $16.0M |
| Meriwether Wealth & Planning, LLC | 9.90% | Reduce -0.7% | 345,192 | $15.8M |
| RCS Financial Planning, LLC | 7.80% | Add +6.9% | 341,340 | $15.7M |
| New Insight Wealth Advisors | 6.39% | Add +6.2% | 339,668 | $15.5M |
| Kickstand Ventures, Llc. | 3.63% | Add +0.2% | 339,158 | $15.5M |
| Watchman Group, Inc. | 4.03% | Add +32.1% | 337,897 | $15.5M |
| ETF Portfolio Partners, Inc. | 4.19% | Add +5.6% | 330,508 | $15.1M |
| KMG Fiduciary Partners, LLC | 1.11% | Add +11.8% | 326,253 | $14.9M |
| Allworth Financial LP | 0.07% | Reduce -12.3% | 325,782 | $14.9M |
| Foundations Investment Advisors, LLC | 0.23% | Add +3.3% | 321,083 | $14.7M |
| tru Independence LLC | 4.20% | Add +4.4% | 317,663 | $14.5M |
| Summit X, LLC | 2.70% | Add +55.9% | 316,541 | $14.5M |
| CMG Global Holdings, LLC | 7.60% | Reduce -11.5% | 317,111 | $14.4M |
| Forbes Financial Planning, Inc. | 9.74% | Add +169.0% | 315,286 | $14.4M |
| Sentinel Pension Advisors, LLC | 2.36% | Add +5.3% | 306,425 | $14.0M |
| Cornerstone Wealth Group, LLC | 1.03% | Reduce -1.8% | 301,397 | $13.8M |
| Dogwood Wealth Management LLC | 6.69% | Add +5.7% | 301,732 | $13.7M |
| OneAscent Financial Services LLC | 0.96% | Reduce -49.5% | 293,593 | $13.4M |
| KFA Private Wealth Group, LLC | 4.15% | Reduce -17.7% | 292,487 | $13.4M |
| Oppenheimer & Co. Inc. | 0.17% | Reduce -0.5% | 288,391 | $13.2M |
| Williams & Novak, LLC | 11.07% | Add +12.7% | 284,492 | $13.0M |
| Physician Wealth Advisors, Inc. | 2.03% | Add +15.7% | 282,967 | $12.9M |
| Salus Financial Advisors, LLC | 8.62% | Add +2.7% | 280,343 | $12.8M |
| Valmark Advisers, Inc. | 0.18% | Add +6.4% | 278,215 | $12.7M |
| Pasadena Private Wealth, LLC | 2.18% | Reduce -1.9% | 278,189 | $12.7M |
| Genesis Private Wealth, LLC | 6.00% | Add +1.3% | 278,128 | $12.7M |
| Buttonwood Financial Advisors Inc. | 4.97% | Reduce -0.8% | 270,616 | $12.4M |
| Courier Capital LLC | 0.73% | Add +4.1% | 262,411 | $12.0M |
| Destiny Capital Corp | 7.21% | Add +3.6% | 261,352 | $12.0M |
| Schneider Downs Wealth Management Advisors, LP | 1.78% | Add +32.4% | 260,891 | $11.9M |
| PCA Investment Advisory Services Inc. | 5.03% | New | 260,741 | $11.9M |
| World Investment Advisors | 0.27% | Add +5.6% | 258,737 | $11.8M |
| Renaissance Technologies | 0.02% | Add +3364.9% | 256,400 | $11.7M |
| Jones Financial Companies LLLP | 0.01% | Add +61.3% | 249,715 | $11.4M |
| Axxcess Wealth Management, LLC | 0.27% | Reduce -18.4% | 245,803 | $11.2M |
| BG Investment Services, LLC | 13.93% | Reduce -15.9% | 240,364 | $11.1M |
| Linscomb Wealth, Inc. | 0.51% | Add +4.2% | 243,052 | $11.1M |
| Milestone Investment Advisors LLC | 2.89% | Add +1.3% | 242,369 | $11.1M |
| Catawba River Capital | 5.63% | Add +620.2% | 242,253 | $11.1M |
| Unique Wealth Strategies, LLC | 4.64% | Reduce -20.3% | 241,841 | $11.1M |
| Victory Financial Group, LLC | 1.74% | Add +1.1% | 240,015 | $11.0M |
| Goodwin Investment Advisory | 12.65% | Reduce -11.6% | 239,504 | $11.0M |
| Goldstone Financial Group, LLC | 1.45% | Reduce -15.7% | 240,066 | $11.0M |
| Dahring | Cusmano LLC | 8.52% | Reduce -4.8% | 238,964 | $10.9M |
| Stone House Investment Management, LLC | 2.00% | New | 237,957 | $10.9M |
| Steph & Co. | 3.49% | Add +18.0% | 234,892 | $10.7M |
| Resolute Wealth Strategies, LLC | 5.76% | Add +3.6% | 234,839 | $10.7M |
| USAdvisors Wealth Management, LLC | 3.90% | Add +5.3% | 228,960 | $10.5M |
| Cornerstone Wealth Management, LLC | 0.64% | Add +4.2% | 228,726 | $10.5M |
| Stifel Financial Corp. | 0.01% | Add +17.2% | 224,464 | $10.3M |
| Farther Finance Advisors, LLC | 0.20% | Add +8.2% | 221,840 | $10.1M |
| Arkadios Wealth Advisors | 0.30% | Add +53.2% | 221,633 | $10.1M |
| FWG Holdings, LLC | 4.73% | Add +78.7% | 219,009 | $10.1M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +1.7% | 211,838 | $9.7M |
| Rooted Wealth Advisors, Inc. | 3.34% | Add +8.2% | 212,800 | $9.7M |
| J.W. Cole Advisors, Inc. | 0.20% | Add +20.4% | 210,665 | $9.6M |
| Focus Partners Advisor Solutions, LLC | 0.12% | Add +8.1% | 204,617 | $9.4M |
| Opes Wealth Management LLC | 1.62% | Reduce -2.9% | 199,959 | $9.1M |
| Truist Financial Corp. | 0.01% | Reduce -2.4% | 201,581 | $9.1M |
| Jane Street Group, LLC | 0.01% | Reduce -84.4% | 197,003 | $9.0M |
| Cooper Financial Group | 1.04% | Reduce -6.0% | 193,277 | $8.8M |
| Insight Wealth Partners, LLC | 4.90% | Add +3.0% | 192,949 | $8.8M |
| Cyr Financial Inc. | 6.74% | Add +11.2% | 190,626 | $8.7M |
| Exchange Traded Concepts, LLC | 0.11% | New | 190,539 | $8.7M |
| Atria Investments, Inc | 0.10% | Add +1.2% | 187,619 | $8.6M |
| Lokken Investment Group LLC | 3.28% | Add +12.1% | 186,044 | $8.5M |
| Lebenthal Global Advisors, LLC | 1.58% | New | 184,412 | $8.4M |
| LongView Wealth Management | 2.53% | Add +11.1% | 182,666 | $8.4M |
| Sachetta, LLC | 3.28% | Reduce -6.5% | 181,413 | $8.3M |
| Prime Capital Investment Advisors, LLC | 0.11% | Reduce -9.8% | 179,379 | $8.2M |
| Stratos Wealth Advisors, LLC | 0.43% | Add +90.3% | 178,630 | $8.2M |
| Schmidt P J Investment Management Inc. | 1.41% | Add +15.0% | 177,703 | $8.1M |
| Mayfair Advisory Group, LLC | 3.79% | Add +27.1% | 175,781 | $8.0M |
| Diversify Wealth Management, LLC | 0.49% | Add +1.6% | 173,662 | $8.0M |
| WealthCare Investment Partners, LLC | 2.86% | Reduce -0.5% | 174,146 | $7.9M |
| Gladstone Institutional Advisory LLC | 0.33% | Reduce -1.0% | 172,304 | $7.9M |
| Keystone Wealth Services, LLC | 1.89% | Add +0.0% | 171,573 | $7.8M |
| OneDigital Investment Advisors LLC | 0.08% | New | 165,610 | $7.6M |
| TrueWealth Advisors, LLC | 2.24% | Add +10.6% | 165,338 | $7.6M |
| Greykasell Wealth Strategies, Inc. | 3.62% | Add +32.3% | 165,126 | $7.6M |
| Parallel Advisors, LLC | 0.15% | Add +6.3% | 165,088 | $7.6M |
| Advisory Services Network, LLC | 0.12% | Add +12.9% | 164,827 | $7.5M |
| TD Capital Management LLC | 0.70% | Add +2.4% | 162,702 | $7.4M |
| Equitable Holdings, Inc. | 0.06% | Add +3.3% | 161,680 | $7.4M |
| Dentgroup LLC | 5.06% | Add +6.6% | 159,500 | $7.3M |
| OmniStar Financial Group, Inc. | 5.44% | Add +10.0% | 158,797 | $7.3M |
| Sigma Planning Corp | 0.22% | Add +1.6% | 157,455 | $7.2M |
| Mutual Advisors, LLC | 0.18% | Add +2.0% | 155,464 | $7.1M |
| TD Waterhouse Canada Inc. | 0.05% | Add +32.8% | 153,078 | $7.0M |
| Parcion Private Wealth LLC | 0.50% | Add +5.8% | 152,622 | $7.0M |
| Clarity Wealth Advisors, LLC | 1.71% | Add +4.7% | 151,881 | $6.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +1.8% | 150,385 | $6.9M |
| CMH Wealth Management LLC | 1.57% | Add +4.6% | 146,774 | $6.7M |
| CW Advisors, LLC | 0.06% | Reduce -1.8% | 144,076 | $6.6M |
| Baker Avenue Asset Management, LP | 0.19% | Reduce -7.8% | 142,324 | $6.5M |
| Accelerate Investment Advisors LLC | 4.82% | Add +6.1% | 141,664 | $6.5M |
| Holos Integrated Wealth LLC | 3.89% | Add +13.8% | 141,327 | $6.5M |
| Magnolia Capital Advisors LLC | 1.62% | Add +1.6% | 140,317 | $6.4M |
| SilverOak Wealth Management LLC | 1.20% | Add +6.2% | 140,183 | $6.4M |
| Visionary Wealth Advisors | 0.32% | Reduce -11.6% | 138,301 | $6.3M |
| Masso Torrence Wealth Management Inc. | 2.90% | Add +7.2% | 137,220 | $6.3M |
| Sequoia Financial Advisors, LLC | 0.04% | Reduce -22.0% | 134,468 | $6.2M |
| Madison Wealth Partners, Inc | 1.33% | Add +8.9% | 133,676 | $6.1M |
| BOS Asset Management, LLC | 1.92% | Add +0.4% | 130,578 | $6.0M |
| Comerica Bank | 0.02% | Reduce -16.0% | 130,100 | $6.0M |
| Accredited Wealth Management, LLC | 4.82% | Add +6.9% | 129,431 | $5.9M |
| Mustico Financial Group, Inc. | 5.48% | — | 129,430 | $5.9M |
| Primoris Wealth Advisors, LLC | 3.97% | Reduce -9.8% | 127,193 | $5.8M |
| Crumly & Associates Inc. | 1.41% | Add +13.9% | 126,756 | $5.8M |
| Spinnaker Trust | 0.34% | Reduce -3.9% | 123,863 | $5.7M |
| Onyx Bridge Wealth Group LLC | 0.74% | Add +4.7% | 122,535 | $5.6M |
| Stratos Investment Management, LLC | 0.26% | Reduce -5.6% | 121,955 | $5.6M |
| Axis Wealth Partners, LLC | 3.66% | Add +6.1% | 121,820 | $5.6M |
| Level Four Advisory Services, LLC | 0.20% | Add +1235.3% | 120,900 | $5.5M |
| Allen Capital Group, LLC | 0.57% | Reduce -6.6% | 119,183 | $5.5M |
| Landmark Wealth Management, LLC | 2.31% | Reduce -2.1% | 118,559 | $5.4M |
| Silverlake Wealth Management LLC | 1.58% | New | 117,244 | $5.4M |
| Tsfg, LLC | 0.96% | Add +18517.7% | 116,547 | $5.3M |
| Orion Porfolio Solutions, LLC | 0.05% | Reduce -3.8% | 116,478 | $5.3M |
| PKS Advisory Services, LLC | 1.28% | Add +5.1% | 113,779 | $5.2M |
| CFO4Life Group, LLC | 0.81% | Reduce -1.8% | 113,616 | $5.2M |
| B. Riley Wealth Advisors, Inc. | 0.25% | Add +15.8% | 111,850 | $5.1M |
| Strategic Blueprint, LLC | 0.25% | Reduce -14.3% | 111,581 | $5.1M |
| Unique Wealth, LLC | 0.82% | Add +29.7% | 110,725 | $5.1M |
| Andrew Hill Investment Advisors, Inc. | 4.06% | Reduce -9.0% | 110,380 | $5.0M |
| Tradewinds, LLC. | 3.83% | New | 110,251 | $5.0M |
| Merkkuri Wealth Advisors LLC | 3.83% | Add +4.6% | 110,251 | $5.0M |
| Financial Synergies Wealth Advisors, Inc. | 0.55% | Add +24.8% | 110,148 | $5.0M |
| IFP Advisors, Inc | 0.14% | Add +6.0% | 109,463 | $5.0M |
| Waverly Advisors, LLC | 0.05% | Reduce -3.3% | 108,643 | $5.0M |
| IHT Wealth Management, LLC | 0.14% | Add +576.2% | 108,496 | $5.0M |
| CRA Financial Services, LLC | 0.74% | Add +7.2% | 106,350 | $4.9M |
| Allegheny Financial Group | 1.07% | Reduce -43.2% | 104,919 | $4.8M |
| First United Bank & Trust | 1.66% | Add +2.0% | 104,394 | $4.8M |
| Quad-Cities Investment Group, LLC | 2.16% | Add +8.3% | 104,052 | $4.8M |
| Essex Financial Services, Inc. | 0.31% | Reduce -5.4% | 102,234 | $4.7M |
| Spectrum Investment Advisors, Inc. | 2.65% | Add +5.5% | 99,834 | $4.6M |
| Peterson Wealth Advisors, LLC | 0.75% | Reduce -6.6% | 99,756 | $4.6M |
| Carnegie Investment Counsel | 0.09% | Add +12.1% | 99,335 | $4.5M |
| Betterment LLC | 0.01% | Add +2.7% | 97,501 | $4.5M |
| Wealthspan Partners, LLC | 1.85% | Add +9.2% | 97,322 | $4.5M |
| Maple Capital Management, Inc. | 0.30% | Add +1.5% | 97,294 | $4.5M |
| Prosperity Consulting Group, LLC | 0.32% | Add +3.4% | 94,674 | $4.3M |
| Sowell Financial Services LLC | 0.18% | Add +2.0% | 94,542 | $4.3M |
| Financial Management Network Inc. | 0.76% | Add +17.8% | 93,122 | $4.2M |
| Envision Financial Planning, LLC | 1.97% | Add +7.2% | 91,959 | $4.2M |
| D.A. Davidson & Co. | 0.03% | Add +442.5% | 91,798 | $4.2M |
| Opal Wealth Advisors, LLC | 1.16% | Add +3.6% | 91,472 | $4.2M |
| RDA Financial Network | 1.13% | Add +3.1% | 91,410 | $4.2M |
| Triangle Securities Wealth Management | 1.01% | Add +46.5% | 90,041 | $4.1M |
| Ipsen Advisor Group LLC | 3.13% | Add +5.5% | 89,901 | $4.1M |
| Chesley Taft & Associates LLC | 0.18% | Add +6.0% | 89,400 | $4.1M |
| Ashton Thomas Private Wealth, LLC | 0.14% | Reduce -0.4% | 87,628 | $4.0M |
| Red Mountain Financial, LLC | 4.43% | Reduce -2.8% | 87,210 | $4.0M |
| Ascentis Independent Advisors | 0.72% | Reduce -8.0% | 85,292 | $3.9M |
| Retirement Planning Group, LLC / NY | 3.33% | Add +0.1% | 82,623 | $3.8M |
| Alexander Labrunerie & Co., Inc. | 1.57% | Reduce -1.7% | 82,791 | $3.8M |
| Lincoln Capital Corp. | 1.44% | Add +2.6% | 81,947 | $3.7M |
| Clear Investment Research, LLC | 4.67% | Reduce -2.1% | 80,989 | $3.7M |
| TFB Advisors LLC | 0.95% | Add +19.6% | 79,453 | $3.6M |
| Savvy Advisors, Inc. | 0.24% | Reduce -1.9% | 77,899 | $3.6M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +10.0% | 77,215 | $3.5M |
| VestGen Advisors, LLC | 0.14% | New | 76,377 | $3.5M |
| Barry Investment Advisors, LLC | 0.87% | Add +24.3% | 76,150 | $3.5M |
| InTrack Investment Management Inc | 2.32% | Add +108.9% | 75,506 | $3.5M |
| Horizon Investment Services, LLC | 1.49% | Reduce -5.3% | 74,424 | $3.4M |
| Ausdal Financial Partners, Inc. | 0.22% | Reduce -7.9% | 73,516 | $3.4M |
| Family Capital Management, Inc. | 1.75% | Add +3.0% | 73,066 | $3.3M |
| Titleist Asset Management, LLC | 0.33% | Reduce -1.4% | 72,963 | $3.3M |
| Fiduciary Alliance LLC | 0.25% | New | 72,454 | $3.3M |
| Flagship Harbor Advisors, LLC | 0.15% | Add +0.7% | 70,683 | $3.2M |
| Mainsail Financial Group, LLC | 1.51% | New | 71,396 | $3.2M |
| Soltis Investment Advisors LLC | 0.25% | Reduce -11.4% | 70,164 | $3.2M |
| Investment Advisory Group, LLC | 0.97% | Add +0.0% | 69,846 | $3.2M |
| NewEdge Wealth, LLC | 0.05% | Add +105.2% | 69,493 | $3.2M |
| Benjamin Edwards Inc. | 0.04% | New | 69,629 | $3.2M |
| Leigh Baldwin & Co., LLC | 2.09% | Add +39.7% | 69,345 | $3.2M |
| Paragon Advisors, LLC | 0.81% | Reduce -36.8% | 67,449 | $3.1M |
| Cozad Asset Management Inc. | 0.27% | Add +0.7% | 67,218 | $3.1M |
| Captrust Financial Advisors | 0.01% | Reduce -4.2% | 66,474 | $3.0M |
| Warwick Investment Management, Inc. | 0.59% | Add +11.4% | 66,294 | $3.0M |
| Davis Wealth Advisors, LLC | 3.21% | Add +25.2% | 66,076 | $3.0M |
| Golden State Wealth Management, LLC | 0.37% | Add +36.9% | 66,057 | $3.0M |
| 21 West Wealth Management LLC | 3.03% | — | 65,592 | $3.0M |
| Mascagni Wealth Management, Inc. | 2.54% | Reduce -2.7% | 65,300 | $3.0M |
| Tower Wealth Partners, Inc. | 1.76% | Reduce -3.8% | 65,024 | $3.0M |
| Shore Point Advisors, LLC | 1.38% | Add +0.1% | 63,001 | $2.9M |
| Beta Wealth Group, Inc. | 1.04% | Add +3.6% | 62,337 | $2.9M |
| Powell Investment Advisors, LLC | 1.06% | New | 61,406 | $2.8M |
| Zacks Investment Management | 0.02% | Reduce -46.4% | 61,569 | $2.8M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +37.9% | 61,365 | $2.8M |
| Capital Asset Advisory Services LLC | 0.13% | Add +5.1% | 59,704 | $2.7M |
| Professional Financial Advisors, LLC | 0.62% | Add +11.4% | 58,287 | $2.7M |
| Eagle Rock Investment Company, LLC | 0.42% | Add +14.4% | 58,256 | $2.7M |
| Future Financial Wealth Managment LLC | 1.81% | New | 58,191 | $2.7M |
| Tritonpoint Wealth, LLC | 0.24% | Add +2.2% | 56,926 | $2.6M |
| AdvisorNet Financial, Inc | 0.17% | Add +0.3% | 56,751 | $2.6M |
| Koshinski Asset Management, Inc. | 0.19% | Reduce -55.8% | 56,247 | $2.6M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -48.1% | 56,129 | $2.6M |
| Leelyn Smith, LLC | 0.41% | Reduce -3.2% | 54,988 | $2.5M |
| Atria Wealth Solutions, Inc. | 0.06% | Reduce -85.6% | 54,523 | $2.5M |
| Simplicity Wealth,LLC | 0.10% | Add +416.6% | 54,442 | $2.5M |
| Foronjy Financial LLC | 1.14% | — | 53,030 | $2.4M |
| Brown Advisory Inc. | 0.00% | No change | 52,358 | $2.4M |
| Advisor OS, LLC | 0.23% | Reduce -82.7% | 52,130 | $2.4M |
| Norris Perne & French LLP | 0.17% | Add +8.3% | 51,995 | $2.4M |
| Canvas Wealth Advisors, LLC | 0.46% | Add +81.4% | 51,395 | $2.3M |
| StoneX Group Inc. | 0.11% | Add +491.5% | 50,973 | $2.3M |
| Guardian Wealth Advisors, LLC / NC | 0.16% | Reduce -11.3% | 50,456 | $2.3M |
| Graney & King, LLC | 1.54% | Add +7.3% | 50,169 | $2.3M |
| Nwam LLC | 0.13% | Add +28.2% | 49,362 | $2.2M |
| Legacy Solutions, LLC | 2.15% | Add +0.8% | 49,122 | $2.2M |
| Wingate Wealth Advisors, Inc. | 1.97% | Add +67.0% | 48,408 | $2.2M |
| Old Mission Capital LLC | 0.06% | New | 47,151 | $2.2M |
| Pittenger & Anderson Inc. | 0.08% | Add +11.6% | 46,230 | $2.1M |
| DecisionMap Wealth Management, LLC | 1.45% | Reduce -1.3% | 46,213 | $2.1M |
| Eley Financial Management, Inc | 0.81% | Reduce -1.1% | 46,160 | $2.1M |
| Fortress Financial Group, LLC | 1.77% | Reduce -38.8% | 45,732 | $2.1M |
| Smith, Moore & Co. | 0.18% | Add +5.9% | 45,722 | $2.1M |
| Lakeshore Capital Group, Inc. | 1.82% | Add +17.6% | 44,953 | $2.1M |
| Bangor Savings Bank | 0.18% | Reduce -2.9% | 44,198 | $2.0M |
| IRON Financial LLC | 1.06% | Add +0.1% | 43,808 | $2.0M |
| Bryant Woods Investment Advisors, LLC | 0.83% | Add +17.6% | 42,244 | $1.9M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -15.7% | 42,242 | $1.9M |
| John W. Brooker & Co., CPAs | 4.52% | Reduce -89.3% | 42,304 | $1.9M |
| Fermata Advisors, LLC | 0.51% | Reduce -88.7% | 41,477 | $1.9M |
| Transcendent Capital Group LLC | 0.97% | Add +3.8% | 41,263 | $1.9M |
| Interchange Capital Partners, LLC | 0.43% | Add +2.3% | 40,842 | $1.9M |
| Intrua Financial, LLC | 0.27% | Add +264.6% | 40,813 | $1.9M |
| Woodside Wealth Management LLC | 1.60% | Add +5.5% | 40,697 | $1.9M |
| Cerity Partners LLC | 0.00% | Add +400.5% | 40,079 | $1.8M |
| McAdam, LLC | 0.10% | Add +77.1% | 40,036 | $1.8M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -0.6% | 39,607 | $1.8M |
| Scott Capital Advisors, LLC | 0.49% | Add +334.7% | 39,527 | $1.8M |
| Slagle Financial, LLC | 0.72% | Reduce -60.6% | 39,135 | $1.8M |
| Kuhn & Co Investment Counsel | 1.35% | No change | 39,125 | $1.8M |
| Quadrant Capital Group LLC | 0.06% | Reduce -17.0% | 37,790 | $1.7M |
| Galvin, Gaustad & Stein, LLC | 0.15% | Add +10.8% | 37,636 | $1.7M |
| Rinkey Investments | 0.52% | Add +222.2% | 37,498 | $1.7M |
| Riverbend Wealth Management, LLC | 1.30% | Reduce -9.2% | 37,423 | $1.7M |
| Hartmann Taylor Wealth Management, LLC | 1.38% | Reduce -13.1% | 36,273 | $1.7M |
| Fifth Third Securities, Inc. | 0.12% | Add +171.9% | 36,264 | $1.7M |
| Ascent Group, LLC | 0.06% | Add +484.5% | 34,720 | $1.6M |
| Keyvantage Wealth, LLC | 0.71% | Reduce -14.3% | 34,342 | $1.6M |
| Berger Financial Group, Inc | 0.10% | Reduce -1.8% | 34,264 | $1.6M |
| IFG Advisory, LLC | 0.08% | Add +23.8% | 34,124 | $1.6M |
| Essential Planning, LLC. | 0.58% | Add +40.5% | 34,032 | $1.6M |
| &partners | 0.01% | Reduce -16.3% | 32,293 | $1.6M |
| JFS Wealth Advisors, LLC | 0.10% | Add +0.2% | 33,984 | $1.6M |
| Legacy Financial Advisors, Inc. | 0.24% | Reduce -9.6% | 33,917 | $1.6M |
| Northwest Capital Management Inc | 0.83% | Reduce -2.1% | 33,360 | $1.5M |
| Robertson Stephens Wealth Management, LLC | 0.05% | Reduce -42.1% | 32,974 | $1.5M |
| ORG Partners LLC | 0.31% | Add +92.5% | 31,434 | $1.4M |
| Cary Street Partners Financial LLC | 0.04% | Add +21.8% | 31,396 | $1.4M |
| Rise Advisors, LLC | 0.56% | Add +120.7% | 30,593 | $1.4M |
| Bright Financial Advisors, Inc. | 0.77% | Add +15.3% | 30,338 | $1.4M |
| Kingswood Wealth Advisors, LLC | 0.11% | Add +163.7% | 30,264 | $1.4M |
| Anchor Capital Advisors LLC | 0.04% | Reduce -38.9% | 29,969 | $1.4M |
| Bond & Devick Financial Network, Inc. | 0.46% | Add +9.1% | 29,933 | $1.4M |
| Independent Financial Group, LLC | 0.04% | Add +10.8% | 29,799 | $1.4M |
| Valley Financial Group, Inc. | 0.82% | Add +12.7% | 29,564 | $1.4M |
| Mosaic Financial Group, LLC | 1.03% | Add +0.4% | 29,553 | $1.4M |
| EWG Elevate Inc. | 0.40% | Reduce -44.9% | 28,533 | $1.3M |
| Twin Peaks Wealth Advisors, LLC | 0.40% | Reduce -0.7% | 27,148 | $1.2M |
| Strata Wealth Advisors, LLC | 0.33% | Add +151.9% | 26,371 | $1.2M |
| Barnes Pettey Financial Advisors, LLC | 0.80% | Reduce -3.4% | 26,064 | $1.2M |
| Nations Financial Group Inc, /Ia/ | 0.08% | Add +4.4% | 25,376 | $1.2M |
| Compound Planning, Inc. | 0.04% | Add +36.3% | 25,338 | $1.2M |
| Ibex Wealth Advisors | 0.12% | Reduce -2.8% | 25,124 | $1.1M |
| Next Level Wealth Planning, LLC | 0.73% | Add +25.1% | 25,027 | $1.1M |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +107.9% | 24,914 | $1.1M |
| Defined Wealth Management, LLC | 0.70% | Reduce -11.6% | 24,639 | $1.1M |
| Curtis Advisory Group, LLC | 0.28% | Reduce -9.1% | 24,138 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Add +0.0% | 24,106 | $1.1M |
| Fairvoy Private Wealth, LLC | 0.27% | Reduce -1.3% | 24,075 | $1.1M |
| Valley Wealth Managers, Inc. | 0.08% | Add +1.3% | 24,053 | $1.1M |
| United Advisor Group, LLC | 0.19% | Reduce -9.8% | 24,024 | $1.1M |
| Assetmark, Inc. | 0.00% | Add +37.6% | 23,970 | $1.1M |
| WCG Wealth Advisors LLC | 0.07% | New | 23,921 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -1.6% | 23,844 | $1.1M |
| Waterfront Wealth Inc. | 0.24% | Add +0.2% | 23,787 | $1.1M |
| Chris Bulman Inc | 0.61% | Reduce -3.5% | 23,539 | $1.1M |
| Brookwood Investment Group LLC | 0.17% | Reduce -5.7% | 23,239 | $1.1M |
| Wealth Watch Advisors, INC | 0.61% | Add +5.2% | 22,885 | $1.0M |
| WealthBridge Capital Management, LLC | 0.26% | Add +10.0% | 22,742 | $1.0M |
| Register Financial Advisors LLC | 0.45% | Add +5.9% | 22,735 | $1.0M |
| Post Resch Tallon Group Inc. | 1.00% | Add +2.4% | 22,616 | $1.0M |
| NCM Capital Management, LLC | 0.41% | Reduce -33.7% | 22,041 | $1.0M |
| King Wealth Management Group | 0.14% | Reduce -2.3% | 21,857 | $1.0M |
| GWN Securities Inc. | 0.18% | Reduce -25.1% | 21,715 | $994K |
| CGN Advisors LLC | 0.09% | Reduce -0.8% | 21,582 | $987K |
| SageView Advisory Group, LLC | 0.04% | Reduce -17.4% | 21,272 | $969K |
| Cosner Financial Group, LLC | 0.53% | Add +0.0% | 20,878 | $955K |
| Cedar Point Capital Partners, LLC | 0.67% | Reduce -39.4% | 20,713 | $948K |
| Gerber, LLC | 0.66% | Reduce -5.0% | 20,509 | $938K |
| Abbot Financial Management, Inc. | 0.42% | Add +0.1% | 19,981 | $914K |
| Hoxton Planning & Management, LLC | 0.32% | Reduce -7.2% | 19,958 | $913K |
| Bay Capital Advisors, LLC | 0.68% | Reduce -43.7% | 19,533 | $894K |
| Camelot Portfolios, LLC | 0.53% | Add +0.4% | 19,140 | $876K |
| Park Avenue Securities LLC | 0.01% | Reduce -15.6% | 19,034 | $871K |
| KG Capital Management | 0.26% | New | 19,017 | $870K |
| Forum Private Client Group LLC | 0.33% | Add +69.7% | 18,975 | $868K |
| International Private Wealth Advisors LLC | 0.72% | Reduce -1.9% | 18,250 | $835K |
| Baron Silver Stevens Financial Advisors, LLC | 0.13% | Add +243.8% | 18,240 | $834K |
| Ancora Advisors LLC | 0.02% | Reduce -3.0% | 18,112 | $829K |
| EP Wealth Advisors, LLC | 0.01% | Add +225.6% | 18,088 | $828K |
| Mma Asset Management LLC | 0.32% | Add +20.9% | 17,963 | $822K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.11% | Add +8.4% | 17,589 | $805K |
| Latitude Advisors, LLC | 0.40% | Add +110.1% | 17,542 | $803K |
| AssuredPartners Investment Advisors, LLC | 0.19% | Add +30.9% | 17,411 | $797K |
| Commons Capital, LLC | 0.60% | New | 17,303 | $792K |
| Apella Capital, LLC | 0.02% | New | 17,403 | $791K |
| Insight Wealth Strategies, LLC | 0.10% | Add +0.1% | 17,254 | $789K |
| Consolidated Portfolio Review Corp | 0.11% | Add +5.6% | 17,183 | $786K |
| Thoroughbred Financial Services, LLC | 0.05% | Reduce -11.1% | 17,196 | $786K |
| Principal Securities, Inc. | 0.01% | Add +30.6% | 17,179 | $786K |
| Insight Advisors, LLC/ PA | 0.13% | Add +0.1% | 17,126 | $784K |
| Centurion Wealth Management LLC | 0.22% | New | 17,063 | $781K |
| Capital Square, LLC | 0.41% | Reduce -9.1% | 16,986 | $772K |
| Hilltop Holdings Inc. | 0.05% | Add +206.1% | 16,825 | $770K |
| Apex Wealth Management, LLC | 0.60% | Reduce -65.8% | 16,350 | $748K |
| Strategic Family Wealth Counselors, L.L.C. | 0.21% | Add +88.1% | 16,322 | $747K |
| Brown Financial Advisory | 0.41% | Add +18.9% | 16,287 | $745K |
| Cape Investment Advisory, Inc. | 0.27% | Reduce -5.1% | 15,919 | $728K |
| Mountain Hill Investment Partners Corp. | 0.61% | New | 15,810 | $723K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -20.1% | 15,789 | $722K |
| MidAtlantic Capital Management, Inc. | 0.51% | Add +10.2% | 15,778 | $722K |
| Bank of Montreal | 0.00% | Add +18.4% | 15,762 | $721K |
| World Equity Group, Inc. | 0.20% | Reduce -5.3% | 15,712 | $719K |
| Trust Investment Advisors | 0.43% | No change | 15,592 | $713K |
| Kearns & Associates LLC | 0.41% | New | 15,515 | $710K |
| Marshall Financial Group, LLC | 0.14% | Reduce -11.4% | 15,565 | $707K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +0.5% | 15,110 | $691K |
| Dupree Financial Group, LLC | 0.26% | Reduce -1.6% | 14,315 | $655K |
| Gateway Wealth Partners, LLC | 0.12% | Reduce -23.1% | 14,221 | $651K |
| Sunbelt Securities, Inc. | 0.06% | Reduce -10.4% | 14,422 | $647K |
| AMG National Trust Bank | 0.02% | Reduce -0.2% | 13,553 | $620K |
| McElhenny Sheffield Capital Management, LLC | 0.16% | Add +1.3% | 13,418 | $614K |
| Burns Matteson Capital Management, LLC | 0.29% | Reduce -4.4% | 13,279 | $608K |
| Lazari Capital Management, Inc. | 0.23% | Reduce -9.7% | 13,174 | $603K |
| CoreCap Advisors, LLC | 0.02% | Add +92.0% | 13,137 | $601K |
| Arbor Capital Management Inc. | 0.52% | Reduce -15.0% | 13,014 | $594K |
| William Howard & Co Financial Advisors Inc | 0.52% | No change | 12,964 | $593K |
| Benchmark Financial Wealth Advisors, LLC | 0.20% | Add +3.5% | 12,939 | $592K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +26.2% | 12,788 | $585K |
| MontVue Capital Management, Inc. | 0.42% | Reduce -0.4% | 12,782 | $585K |
| Miller Financial Services LLC | 0.74% | Reduce -2.5% | 12,674 | $580K |
| Focus Financial Network, Inc. | 0.02% | Add +1.4% | 12,522 | $575K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -1.6% | 12,520 | $573K |
| Traynor Capital Management, Inc. | 0.04% | Reduce -16.9% | 12,259 | $561K |
| Regatta Capital Group, LLC | 0.10% | Reduce -7.5% | 12,241 | $560K |
| Cadent Capital Advisors, LLC | 0.18% | Add +1.2% | 12,201 | $558K |
| Apexium Financial, LP | 0.03% | Reduce -1.2% | 11,891 | $546K |
| Cornell Pochily Investment Advisors, Inc. | 0.18% | Reduce -30.1% | 11,872 | $543K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +151.8% | 11,646 | $533K |
| Boston Family Office LLC | 0.04% | Reduce -1.9% | 11,574 | $530K |
| Kraft, Davis & Associates, LLC | 0.14% | Reduce -7.6% | 11,562 | $527K |
| Compass Advisory Group LLC | 0.17% | Add +0.2% | 11,449 | $526K |
| Summit Wealth Group LLC / Co. | 0.13% | — | 11,318 | $520K |
| Barnes Wealth Management Group, Inc | 0.30% | Add +0.1% | 11,289 | $516K |
| Aprio Wealth Management, LLC | 0.06% | Reduce -5.3% | 11,267 | $515K |
| Vantage Financial Partners, LLC | 0.12% | Add +0.1% | 11,103 | $508K |
| Kure Advisory, LLC | 0.33% | No change | 11,029 | $505K |
| Indie Asset Partners, LLC | 0.91% | New | 10,910 | $499K |
| Arrowroot Family Office, LLC | 0.22% | — | 10,806 | $494K |
| Sage Financial Group Inc. | 0.04% | Add +0.1% | 10,727 | $491K |
| Towercrest Capital Management | 0.09% | No change | 10,616 | $486K |
| Winebrenner Capital Management LLC | 0.39% | Add +1.2% | 10,596 | $485K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +19.1% | 10,451 | $478K |
| Element Wealth, LLC | 0.22% | Reduce -1.0% | 10,447 | $478K |
| Integrity Financial Corp | 0.24% | Reduce -46.3% | 10,379 | $477K |
| Seelaus Asset Management LLC | 0.43% | Add +10.6% | 10,410 | $476K |
| National Bank of Canada | 0.00% | Add +17.1% | 10,276 | $470K |
| PFG Investments, LLC | 0.03% | Add +9.4% | 10,041 | $459K |
| Keystone Financial Group | 0.04% | Add +2.3% | 10,002 | $458K |
| Breakwater Capital Group | 0.07% | Reduce -0.2% | 9,961 | $456K |
| Fortitude Advisory Group L.L.C. | 0.25% | Add +7.0% | 9,588 | $439K |
| LaSalle St. Investment Advisors, LLC | 0.12% | Add +84.2% | 9,400 | $430K |
| Lion Street Advisors, LLC | 0.13% | Reduce -0.5% | 9,394 | $430K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -82.7% | 9,387 | $429K |
| Diversified Trust Co. | 0.01% | New | 9,343 | $427K |
| Fiduciary Trust Co | 0.01% | No change | 9,330 | $427K |
| Aurora Private Wealth, Inc. | 0.31% | New | 9,211 | $421K |
| KOM Wealth Management Group, LLC | 0.33% | Add +1.6% | 9,146 | $418K |
| Dudley Capital Management, LLC | 0.19% | Reduce -1.2% | 8,390 | $384K |
| GTS Securities LLC | 0.02% | Reduce -48.6% | 8,378 | $383K |
| Ameriflex Group, Inc. | 0.20% | Add +40.9% | 8,291 | $380K |
| Signet Financial Management, LLC | 0.05% | No change | 8,155 | $373K |
| RPS Advisory Solutions LLC | 0.20% | Add +31.1% | 8,091 | $370K |
| Moloney Securities Asset Management, LLC | 0.04% | Reduce -1.9% | 7,903 | $362K |
| Vident Advisory, LLC | 0.00% | New | 7,795 | $357K |
| Wheelhouse Advisory Group LLC | 0.17% | Reduce -10.2% | 7,762 | $355K |
| Verity Asset Management, Inc. | 0.17% | No change | 7,610 | $348K |
| Northeast Financial Consultants Inc | 0.01% | No change | 7,538 | $345K |
| Two Sigma Securities, LLC | 0.04% | New | 7,530 | $344K |
| Brighton Jones LLC | 0.01% | New | 7,340 | $336K |
| Hardy Reed LLC | 0.03% | No change | 7,302 | $334K |
| Wealthcare Capital Management LLC | 0.03% | Reduce -9.0% | 7,216 | $330K |
| AQR Capital Management | 0.00% | Reduce -14.3% | 7,041 | $322K |
| Trustmark Bank Trust Department | 0.02% | Reduce -10.1% | 7,014 | $321K |
| Aviso Financial Inc. | 0.01% | No change | 6,870 | $314K |
| Kingsview Wealth Management, LLC | 0.01% | New | 6,867 | $314K |
| Uptick Partners, LLC | 0.09% | New | 6,835 | $313K |
| Ameriprise Financial Inc. | 0.00% | Add +40.9% | 6,626 | $303K |
| Novem Group | 0.04% | Reduce -6.2% | 6,597 | $302K |
| Keel Point, LLC | 0.02% | Reduce -13.5% | 6,552 | $300K |
| Synergy Investment Management, LLC | 0.18% | No change | 6,500 | $297K |
| Wealth Quarterback LLC | 0.14% | New | 6,372 | $292K |
| Vantage Point Financial LLC | 0.13% | Add +13.1% | 6,367 | $291K |
| Gallagher Fiduciary Advisors, LLC | 0.01% | Add +4220.9% | 2,017,693 | $289K |
| Wedbush Securities Inc. | 0.01% | No change | 6,116 | $280K |
| High Falls Advisors, Inc | 0.06% | New | 6,085 | $278K |
| Cardinal Point Capital Management ULC | 0.02% | No change | 5,930 | $272K |
| Capital CS Group, LLC | 0.45% | Reduce -9.6% | 5,938 | $272K |
| TCFG Wealth Management, LLC | 0.12% | Reduce -7.8% | 5,873 | $269K |
| McCarthy & Cox | 0.07% | Add +0.2% | 5,463 | $250K |
| Saxon Interests, Inc. | 0.12% | No change | 5,442 | $248K |
| Mitchell McLeod Pugh & Williams Inc. | 0.04% | New | 5,259 | $241K |
| CGC Financial Services, LLC | 0.08% | Reduce -9.7% | 5,183 | $237K |
| James J. Burns & Company, LLC | 0.04% | New | 5,154 | $236K |
| Kovack Advisors, Inc. | 0.02% | Add +1.2% | 5,135 | $235K |
| JT Stratford LLC | 0.03% | Reduce -2.8% | 4,702 | $215K |
| Integrity Alliance, Llc. | 0.01% | Reduce -49.6% | 4,566 | $209K |
| Performance Wealth Partners, LLC | 0.01% | No change | 4,549 | $208K |
| Beacon Capital Management, LLC | 0.03% | Add +84.6% | 4,549 | $208K |
| Cibc World Market Inc. | 0.00% | New | 4,508 | $206K |
| Intelligence Driven Advisers, LLC | 0.03% | Reduce -9.3% | 4,487 | $205K |
| Milestone Asset Management, LLC | 0.04% | Reduce -35.8% | 4,383 | $201K |
| Private Wealth Asset Management, LLC | 0.02% | New | 3,721 | $170K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.1% | 3,612 | $165K |
| Barnes Dennig Private Wealth Management LLC | 0.18% | Add +2376.9% | 3,220 | $147K |
| MAI Capital Management | 0.00% | Add +431.3% | 3,204 | $147K |
| Bfsg, LLC | 0.02% | New | 2,958 | $135K |
| Glass Jacobson Investment Advisors llc | 0.05% | Reduce -30.5% | 2,743 | $125K |
| AE Wealth Management LLC | 0.00% | Reduce -16.9% | 2,413 | $110K |
| Financial Management Professionals, Inc. | 0.01% | No change | 2,330 | $107K |
| Financial Freedom, LLC | 0.05% | Reduce -5.4% | 2,002 | $92K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.2% | 1,903 | $87K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -1.5% | 1,874 | $86K |
| Creekmur Asset Management LLC | 0.02% | New | 1,872 | $86K |
| Private Trust Co. NA | 0.01% | No change | 1,835 | $84K |
| S.A. Mason LLC | 0.04% | Reduce -43.9% | 1,689 | $77K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -12.9% | 1,618 | $74K |
| Bogart Wealth, LLC | 0.00% | No change | 1,574 | $72K |
| Medallion Wealth Advisors, LLC | 0.03% | No change | 1,445 | $66K |
| Strategic Investment Solutions, Inc. | 0.02% | Reduce -34.6% | 1,317 | $60K |
| Creative Capital Management Investments LLC | 0.02% | No change | 1,241 | $57K |
| Clarity Asset Management, Inc. | 0.03% | Reduce -10.0% | 1,228 | $56K |
| Lanark Financial, Inc. | 0.00% | Add +92.8% | 1,211 | $55K |
| Darwin Wealth Management, LLC | 0.02% | Reduce -8.1% | 1,073 | $49K |
| Brown, Lisle/Cummings, Inc. | 0.01% | New | 834 | $38K |
| Caldwell Trust Co | 0.00% | No change | 746 | $34K |
| PNC Financial Services Group, Inc. | 0.00% | Add +27.8% | 732 | $33K |
| IAG Wealth Partners, LLC | 0.00% | No change | 641 | $29K |
| Investors Research Corp | 0.01% | No change | 620 | $28K |
| Fifth Third Bancorp | 0.00% | New | 600 | $27K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | Add +1.1% | 549 | $25K |
| Signaturefd, LLC | 0.00% | No change | 502 | $23K |
| Salem Investment Counselors Inc. | 0.00% | New | 466 | $21K |
| Blue Trust, Inc. | 0.00% | New | 460 | $21K |
| Briaud Financial Planning Inc | 0.01% | New | 460 | $21K |
| Clearstead Trust, LLC | 0.00% | New | 452 | $21K |
| MCF Advisors LLC | 0.00% | No change | 330 | $15K |
| Crews Bank & Trust | 0.00% | No change | 325 | $15K |
| Financial Perspectives, Inc | 0.00% | No change | 266 | $12K |
| Arax Advisory Partners | 0.00% | Add +158.4% | 199 | $12K |
| Pineridge Advisors LLC | 0.00% | Reduce -7.9% | 233 | $11K |
| General Partner, Inc. | 0.01% | No change | 230 | $11K |
| City Holding Co. | 0.00% | New | 216 | $10K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 200 | $9K |
| Maryland Capital Advisors Inc. | 0.00% | Reduce -92.6% | 172 | $8K |
| Dunhill Financial, LLC | 0.00% | New | 140 | $6K |
| Sound Income Strategies, LLC | 0.00% | Reduce -87.2% | 101 | $5K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 92 | $4K |
| FSA Wealth Management LLC | 0.00% | No change | 86 | $4K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | Add +5.0% | 84 | $4K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -50.0% | 81 | $4K |
| Hantz Financial Services, Inc. | 0.00% | No change | 70 | $3K |
| Financial Gravity Companies, Inc. | 0.00% | — | 58 | $3K |
| Rialto Wealth Management, LLC | 0.00% | New | 57 | $3K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 57 | $3K |
| Archer Investment Corp | 0.00% | No change | 56 | $3K |
| LGT Financial Advisors LLC | 0.01% | New | 50 | $2K |
| Kilter Group LLC | 0.00% | New | 45 | $2K |
| Abound Wealth Management | 0.00% | Add +2.3% | 45 | $2K |
| Simplex Trading, LLC | 0.00% | New | 46 | $2K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 37 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 35 | $2K |
| Affinity Wealth LLC | 0.00% | New | 15 | $686 |
| First Community Trust NA | 0.00% | Reduce -51.7% | 14 | $641 |
| Kozak & Associates, Inc. | 0.00% | No change | 13 | $584 |
| Citigroup Inc. | 0.00% | Reduce -98.7% | 6 | $275 |
| Russell Investments Group, Ltd. | 0.00% | Reduce -96.0% | 6 | $264 |
| Transce3nd, LLC | 0.00% | Reduce -66.7% | 3 | $137 |
| New Millennium Group LLC | 0.00% | New | 1 | $53 |
| 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.