Fidelity Total Bond ETFFBNDETF

13F holders, Q3 2025 (September 30)
658holders +32
64new positions
32sold out
5famous investors
$45.41avg. 13F price*

At the end of Q3 2025, 658 institutions reported holding Fidelity Total Bond ETF (FBND) in their 13F filings, up 32 from Q2 2025. 64 opened new positions and 32 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($4.1B), Morgan Stanley ($1.4B) and FMR LLC ($602.8M). 5 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 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

0200400600800 Q1 2024: 466Q1 2024Q2 2024: 478Q2 2024Q3 2024: 526Q3 2024Q4 2024: 602Q4 2024Q1 2025: 621Q1 2025Q2 2025: 626Q2 2025Q3 2025: 658Q3 2025Q4 2025: 731Q4 2025Q1 2026: 757Q1 2026Q2 2026: 795Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions64$201.0M
Exits32$28.2M

All 13F filers, Q2 2025 → Q3 2025: 35,261,696 shares bought and 9,062,109 shares sold, net +26,199,587 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 658 holders

Northwestern Mutual Wealth Management Co. 2.76% Add +3.9% 89,517,143 $4.1B
Morgan Stanley 0.08% Add +2.6% 29,886,122 $1.4B
FMR LLC 0.03% Add +4.8% 13,036,895 $602.8M
Bank of America Corp. 0.04% Add +5.6% 12,954,872 $599.0M
JPMorgan Chase & Co. 0.03% Add +5.1% 9,199,410 $425.4M
LPL Financial LLC 0.10% Add +33.9% 7,499,670 $346.8M
Dynasty Wealth Management, LLC 4.11% Add +13.4% 6,656,599 $307.8M
Country Trust Bank 6.35% Add +1.4% 6,272,214 $290.0M
Envestnet Asset Management Inc. 0.08% Add +10.4% 6,260,344 $289.5M
UBS Group AG 0.05% Add +7.8% 5,653,619 $261.4M
Raymond James Financial Inc. 0.08% Add +9.2% 5,047,490 $233.4M
Osaic Holdings, Inc. 0.29% Add +6.1% 4,459,888 $206.0M
Commonwealth Equity Services, LLC 0.26% Add +20.8% 4,373,035 $202.2M
Cetera Investment Advisers 0.22% Add +76.0% 4,066,710 $188.0M
Mather Group, Llc. 1.87% Add +4.2% 3,999,789 $185.0M
Ritholtz Wealth Management 3.40% Add +4.6% 3,777,828 $174.7M
Royal Bank of Canada 0.03% Reduce -5.7% 3,658,662 $169.2M
Quotient Wealth Partners, LLC 4.43% Add +6.5% 3,499,147 $161.8M
Sax Wealth Advisors, LLC 8.47% Add +28.8% 3,407,495 $157.6M
Kestra Advisory Services, LLC 0.69% Reduce -3.5% 3,253,106 $150.4M
Legacy Wealth Management, LLC 8.85% Add +4.9% 3,249,607 $150.3M
Thrivent Financial for Lutherans 0.28% Add +37.6% 2,989,730 $138.2M
Sagespring Wealth Partners, LLC 2.69% Add +1.4% 9,869,968 $137.2M
Capital Analysts, LLC 3.76% Add +14.1% 2,785,650 $128.8M
Blue Chip Partners, LLC 9.43% Add +3.5% 2,727,917 $126.1M
TruWealth Advisors, LLC 6.28% Add +29.2% 2,685,363 $124.2M
Cwm, LLC 0.36% Add +21.2% 2,617,055 $121.0M
Forvis Mazars Wealth Advisors, LLC 2.38% Add +5.5% 2,586,621 $119.6M
Retirement Planning Group, LLC 3.68% Add +9.7% 2,290,307 $105.9M
Modern Wealth Management, LLC 1.99% Add +54.3% 2,170,408 $100.4M
McKinley Carter Wealth Services, Inc. 5.13% Add +5.8% 2,113,419 $97.7M
Focus Partners Wealth 0.16% Add +6.8% 2,093,491 $96.8M
Summit Financial Strategies, Inc. 7.95% Add +2.9% 2,005,230 $92.7M
MML Investors Services, LLC 0.24% Add +12.7% 1,961,520 $90.7M
HighTower Advisors, LLC 0.10% Add +4.0% 1,833,973 $84.8M
Wells Fargo & Company 0.02% Add +5.5% 1,720,238 $79.5M
Octavia Wealth Advisors, LLC 7.21% Add +6.9% 1,562,280 $72.5M
Valeo Financial Advisors, LLC 1.63% Add +11.6% 1,673,493 $71.3M
Private Advisor Group, LLC 0.34% Add +15.2% 1,485,129 $68.7M
Cambridge Investment Research Advisors, Inc. 0.19% Add +3.9% 1,459,783 $67.5M
Wealthcare Advisory Partners LLC 1.39% Add +8.6% 1,439,111 $66.5M
Falcon Wealth Planning 5.28% Add +6.7% 1,270,873 $58.8M
Integrated Wealth Concepts LLC 0.50% Reduce -2.6% 1,219,449 $56.4M
HUB Investment Partners, LLC 2.03% Add +3.6% 1,191,019 $55.1M
Aptus Capital Advisors, LLC 0.50% Add +5.0% 1,184,713 $54.8M
Creative Planning 0.04% Reduce -31.1% 1,162,269 $53.7M
NewEdge Advisors, LLC 0.23% Add +57.1% 1,094,851 $50.6M
Sunburst Financial Group, LLC 10.54% Add +1.8% 1,082,347 $50.0M
Prudent Investors Network, Inc. 12.16% Add +13.1% 1,073,400 $49.6M
Rehmann Capital Advisory Group 2.66% Add +10.9% 1,050,732 $48.6M
RFG Advisory, LLC 0.99% Reduce -21.1% 1,035,852 $47.9M
Harbor Group, Inc. 7.43% Add +4.2% 1,009,465 $46.7M
Dynamic Advisor Solutions LLC 1.33% Add +4.5% 988,443 $45.7M
McGlone Suttner Wealth Management, Inc. 6.38% Add +2.2% 986,032 $45.6M
Corient Private Wealth LP 0.07% Add +161.5% 954,854 $44.2M
Navalign, LLC 11.46% Add +4.0% 939,073 $43.4M
OLIO Financial Planning 12.51% Add +4.3% 922,423 $42.7M
Sherrill & Hutchins Financial Advisory, Inc 29.47% Add +2.0% 879,774 $40.7M
Weatherly Asset Management L. P. 3.21% Add +8.7% 840,368 $39.0M
Drake & Associates, LLC 8.11% Add +14.3% 837,627 $38.7M
Correct Capital Wealth Management 6.95% Add +10.6% 816,243 $37.7M
WestHill Financial Advisors, Inc. 7.31% Add +8.1% 806,703 $37.3M
Peapack Gladstone Financial Corp. 0.48% Add +15.3% 799,918 $37.0M
Pallas Capital Advisors LLC 1.36% Add +2.4% 799,891 $37.0M
Triad Wealth Partners, LLC 4.68% Add +92.8% 785,511 $36.3M
Power Wealth Management LLC 13.13% Reduce -6.0% 779,967 $36.1M
Lineweaver Wealth Advisors, LLC 5.17% Add +15.9% 763,455 $35.3M
Mascoma Wealth Management LLC 7.62% Add +1.2% 747,912 $34.6M
Arkadios Wealth Advisors 0.84% Add +235.1% 742,577 $34.3M
Shorepoint Capital Partners LLC 6.80% — 738,826 $34.2M
Coyle Financial Counsel LLC 7.84% Add +21.8% 735,709 $34.0M
Shakespeare Wealth Management, LLC 7.69% Add +8.0% 730,293 $33.8M
W.G. Shaheen & Associates DBA Whitney & Co 3.05% Add +5.7% 727,816 $33.7M
Global Retirement Partners, LLC 0.74% Add +29.3% 719,427 $33.3M
Brookstone Capital Management 0.40% Add +3.1% 719,287 $33.3M
Vicus Capital 2.53% Add +4.6% 716,663 $33.1M
Wealth Management Resources, Inc. 10.68% Add +3.5% 713,610 $33.0M
Wealth Alliance Advisory Group, LLC 5.82% Add +1.4% 697,882 $32.3M
Compass Ion Advisors, LLC 3.09% Add +5.9% 692,754 $32.0M
Baird Financial Group, Inc. 0.05% Add +89.1% 691,905 $32.0M
Bleakley Financial Group, LLC 0.73% Reduce -12.0% 677,809 $31.3M
KFG Wealth Management, LLC 4.46% Add +9.8% 667,679 $30.9M
Presidio Capital Management, LLC 10.24% Add +3.9% 631,037 $29.2M
CPA Asset Management Group, LLC 11.17% Add +2.5% 626,806 $29.0M
WBH Advisory Inc. 2.17% Add +6.5% 613,792 $28.4M
Larson Financial Group LLC 0.98% Add +29.7% 604,585 $28.0M
DeDora Capital, Inc. 6.66% Add +2.6% 597,083 $27.6M
ABLE Financial Group, LLC 5.88% Add +8.5% 586,779 $27.1M
Souders Financial Advisors 3.20% Add +17.8% 581,989 $26.9M
Mariner, LLC 0.03% Reduce -0.4% 581,256 $26.9M
Arete Wealth Advisors, LLC 1.68% Add +3.2% 579,371 $26.8M
Presper Financial Architects, LLC 15.44% New 575,728 $26.6M
Silver Oak Securities, Incorporated 1.99% Add +2.8% 574,234 $26.6M
Wealthspire Retirement, LLC 1.67% Add +7.3% 566,761 $26.2M
Nicolet Advisory Services, LLC 2.02% Add +3.8% 559,643 $25.9M
Vestmark Advisory Solutions, Inc. 0.49% Reduce -35.1% 556,540 $25.7M
Aspiriant, LLC 0.77% Add +14.3% 547,715 $25.3M
Financial Strategies Group, Inc. 4.76% Add +5.6% 538,773 $25.0M
Sard Wealth Management Group, LLC 14.17% Add +5.4% 537,152 $24.8M
Pension & Wealth Management Advisors, Inc. 7.81% Reduce -0.5% 536,060 $24.8M

"% of holder's portfolio" is FBND's weight in each manager's 13F, not the share of Fidelity Total Bond ETF the manager owns.

Show all 658 holders