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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $201.0M |
| Exits | 32 | $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 |
| Crane Advisory, LLC | 3.85% | Add +1.8% | 530,010 | $24.5M |
| Founders Financial Securities LLC | 1.66% | Add +27.1% | 527,100 | $24.4M |
| Horizon Investments, LLC | 0.32% | Add +27.3% | 526,261 | $24.2M |
| Cyndeo Wealth Partners, LLC | 1.34% | Add +0.9% | 522,205 | $24.1M |
| Main Street Financial Solutions, LLC | 1.53% | Add +5.2% | 517,315 | $23.9M |
| Spire Wealth Management | 0.80% | Reduce -1.1% | 506,457 | $23.4M |
| Regimen Wealth, LLC | 6.87% | Add +2.0% | 500,615 | $23.1M |
| Kestra Private Wealth Services, LLC | 0.30% | Add +8.1% | 498,337 | $23.0M |
| Valley National Advisers Inc. | 3.47% | Add +6.8% | 484,616 | $22.4M |
| EnRich Financial Partners LLC | 6.25% | Add +4.0% | 475,238 | $22.0M |
| Financial & Tax Architects, LLC | 4.84% | New | 474,361 | $21.9M |
| Perigon Wealth Management, LLC | 0.44% | Add +5.1% | 467,291 | $21.6M |
| Centerline Wealth Advisors, LLC | 9.38% | Add +8.2% | 466,111 | $21.6M |
| Creative Financial Designs Inc. | 1.45% | Add +2.8% | 465,743 | $21.5M |
| Hunter Associates Investment Management LLC | 2.98% | Add +10.3% | 463,252 | $21.4M |
| Riverpoint Wealth Management Holdings, LLC | 4.56% | Add +3.0% | 449,171 | $20.8M |
| Capital Wealth Management, LLC | 7.13% | Add +9.7% | 443,321 | $20.5M |
| Certified Advisory Corp | 1.93% | Add +4.9% | 440,417 | $20.4M |
| PFG Advisors | 0.80% | New | 423,202 | $19.6M |
| Baker Boyer National Bank | 6.50% | Add +1.4% | 423,112 | $19.6M |
| Waverly Advisors, LLC | 0.19% | Add +288.7% | 422,338 | $19.5M |
| Bridgewealth Advisory Group, LLC | 4.49% | Add +4.3% | 418,367 | $19.3M |
| Centaurus Financial, Inc. | 0.90% | Add +3.5% | 412,514 | $19.1M |
| Harbour Investments, Inc. | 0.43% | Add +11.1% | 408,570 | $18.9M |
| Focus Partners Advisor Solutions, LLC | 0.21% | Add +98.3% | 405,736 | $18.8M |
| Gotham Asset Management | 0.08% | Add +10.2% | 405,035 | $18.7M |
| Summit Financial, LLC | 0.28% | New | 395,871 | $18.3M |
| EdgeRock Capital LLC | 5.02% | Add +1.1% | 389,590 | $18.0M |
| OneDigital Investment Advisors LLC | 0.18% | Add +132.6% | 385,231 | $17.8M |
| Koshinski Asset Management, Inc. | 1.27% | Add +582.5% | 383,909 | $17.8M |
| Occidental Asset Management, LLC | 2.22% | Add +4.3% | 381,824 | $17.7M |
| Buttonwood Financial Advisors Inc. | 6.00% | Add +39.3% | 377,015 | $17.4M |
| Baker Ellis Asset Management LLC | 2.12% | Add +3.9% | 371,922 | $17.2M |
| Watchman Group, Inc. | 4.14% | Add +9.4% | 369,743 | $17.1M |
| Valmark Advisers, Inc. | 0.22% | Add +32.7% | 369,244 | $17.1M |
| New Insight Wealth Advisors | 6.38% | Add +8.1% | 367,003 | $17.0M |
| RCS Financial Planning, LLC | 7.37% | Add +5.1% | 358,827 | $16.7M |
| Meriwether Wealth & Planning, LLC | 9.51% | Add +2.9% | 355,052 | $16.4M |
| Investment Planning Advisors, Inc. | 5.16% | Reduce -26.5% | 354,813 | $16.4M |
| Kickstand Ventures, Llc. | 3.59% | Add +4.1% | 352,995 | $16.3M |
| ETF Portfolio Partners, Inc. | 4.34% | Add +6.7% | 352,473 | $16.3M |
| Jones Financial Companies LLLP | 0.01% | Add +40.9% | 351,712 | $16.3M |
| KFA Private Wealth Group, LLC | 4.54% | Add +17.5% | 343,571 | $15.9M |
| BG Investment Services, LLC | 15.66% | Add +42.8% | 343,339 | $15.9M |
| Tidemark, LLC | 4.57% | New | 339,281 | $15.7M |
| tru Independence LLC | 4.07% | Add +6.8% | 339,126 | $15.7M |
| Lebenthal Global Advisors, LLC | 2.68% | Add +79.6% | 331,193 | $15.3M |
| KMG Fiduciary Partners, LLC | 1.02% | Add +0.4% | 327,630 | $15.1M |
| Ameritas Advisory Services, LLC | 0.99% | Reduce -61.5% | 326,588 | $15.1M |
| Dogwood Wealth Management LLC | 6.84% | Add +7.5% | 324,210 | $15.0M |
| Forbes Financial Planning, Inc. | 9.92% | Add +2.1% | 321,883 | $15.0M |
| CMG Global Holdings, LLC | 7.28% | Add +0.8% | 319,476 | $14.9M |
| Ashton Thomas Private Wealth, LLC | 0.38% | Add +255.5% | 311,556 | $14.5M |
| Cornerstone Wealth Group, LLC | 0.97% | Add +3.5% | 312,111 | $14.4M |
| Sentinel Pension Advisors, LLC | 2.31% | Add +1.8% | 312,016 | $14.4M |
| Rise Advisors, LLC | 5.17% | Add +918.6% | 311,631 | $14.4M |
| Williams & Novak, LLC | 11.03% | Add +9.0% | 310,079 | $14.3M |
| Scott Capital Advisors, LLC | 3.21% | Add +674.8% | 306,241 | $14.2M |
| Schneider Downs Wealth Management Advisors, LP | 1.66% | Add +15.6% | 301,703 | $14.0M |
| MAI Capital Management | 0.09% | Add +9315.4% | 301,668 | $13.9M |
| Allworth Financial LP | 0.06% | Reduce -8.0% | 299,886 | $13.9M |
| Salus Financial Advisors, LLC | 8.54% | Add +6.8% | 299,428 | $13.8M |
| World Investment Advisors | 0.28% | Add +15.0% | 297,577 | $13.8M |
| Linscomb Wealth, Inc. | 0.59% | Add +22.1% | 296,818 | $13.7M |
| Physician Wealth Advisors, Inc. | 1.94% | Add +4.1% | 294,673 | $13.6M |
| Sonoma Allocations LLC | 4.94% | — | 290,332 | $13.6M |
| Citadel Advisors | 0.01% | New | 293,309 | $13.6M |
| PCA Investment Advisory Services Inc. | 4.98% | Add +11.5% | 290,783 | $13.5M |
| WNY Asset Management, LLC | 1.29% | Reduce -61.9% | 290,490 | $13.4M |
| Genesis Private Wealth, LLC | 5.62% | Add +4.0% | 289,359 | $13.4M |
| Renaissance Technologies | 0.02% | Add +9.5% | 280,700 | $13.0M |
| Destiny Capital Corp | 7.05% | Add +7.0% | 279,660 | $12.9M |
| Farther Finance Advisors, LLC | 0.19% | Add +25.4% | 278,272 | $12.9M |
| Victory Financial Group, LLC | 1.76% | Add +14.9% | 275,827 | $12.8M |
| Courier Capital LLC | 0.73% | Add +4.4% | 274,015 | $12.7M |
| Goldstone Financial Group, LLC | 1.44% | Add +9.8% | 263,481 | $12.2M |
| Milestone Investment Advisors LLC | 3.02% | Add +8.4% | 262,772 | $12.2M |
| First Commonwealth Financial Corp | 1.98% | New | 255,686 | $11.8M |
| Unique Wealth Strategies, LLC | 4.61% | Add +4.9% | 253,754 | $11.7M |
| First Heartland Consultants, Inc. | 0.95% | New | 253,697 | $11.7M |
| Mountain Hill Investment Partners Corp. | 10.27% | Add +1502.9% | 253,412 | $11.7M |
| Steph & Co. | 3.56% | Add +7.3% | 251,978 | $11.7M |
| Resolute Wealth Strategies, LLC | 5.30% | Add +6.8% | 250,696 | $11.6M |
| Stifel Financial Corp. | 0.01% | Add +10.5% | 248,091 | $11.5M |
| Goodwin Investment Advisory | 12.28% | Add +3.4% | 247,666 | $11.5M |
| Stone House Investment Management, LLC | 1.91% | Add +2.8% | 244,568 | $11.3M |
| D.A. Davidson & Co. | 0.07% | Add +165.1% | 243,323 | $11.3M |
| Catawba River Capital | 5.07% | Reduce -0.2% | 241,742 | $11.2M |
| Members Wealth LLC | 6.98% | — | 237,674 | $11.0M |
| Dahring | Cusmano LLC | 7.90% | Reduce -1.0% | 236,652 | $10.9M |
| Oppenheimer & Co. Inc. | 0.13% | Reduce -19.4% | 232,600 | $10.8M |
| FWG Holdings, LLC | 4.64% | Add +5.2% | 230,459 | $10.7M |
| USAdvisors Wealth Management, LLC | 3.69% | Add +0.9% | 230,934 | $10.7M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +8.6% | 230,059 | $10.6M |
| OneAscent Financial Services LLC | 0.70% | Reduce -23.0% | 225,978 | $10.5M |
| Insight Wealth Partners, LLC | 4.63% | Add +17.5% | 226,771 | $10.5M |
| Hicks Capital Management LLC | 17.11% | New | 226,269 | $10.5M |
| Cornerstone Wealth Management, LLC | 0.58% | Reduce -1.3% | 225,747 | $10.4M |
| Rooted Wealth Advisors, Inc. | 3.18% | Add +5.8% | 225,258 | $10.4M |
| Graney & King, LLC | 7.21% | Add +349.1% | 225,293 | $10.4M |
| Axxcess Wealth Management, LLC | 0.22% | Reduce -9.2% | 223,222 | $10.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -36.5% | 221,895 | $10.3M |
| J.W. Cole Advisors, Inc. | 0.20% | Add +5.1% | 221,485 | $10.2M |
| Advisory Services Network, LLC | 0.15% | Add +31.5% | 216,769 | $10.0M |
| Truist Financial Corp. | 0.01% | Add +6.2% | 214,110 | $9.9M |
| Cyr Financial Inc. | 6.73% | Add +11.7% | 213,008 | $9.8M |
| Walker Financial Services, Inc. | 3.83% | Reduce -50.7% | 212,903 | $9.8M |
| Atria Investments, Inc | 0.11% | Add +11.8% | 209,712 | $9.7M |
| Stratos Wealth Advisors, LLC | 0.47% | Add +17.0% | 209,050 | $9.7M |
| LongView Wealth Management | 2.59% | Add +13.1% | 206,666 | $9.6M |
| Lokken Investment Group LLC | 3.25% | Add +10.0% | 204,595 | $9.5M |
| Prime Capital Investment Advisors, LLC | 0.11% | Add +9.9% | 197,157 | $9.1M |
| Opes Wealth Management LLC | 1.58% | Reduce -2.8% | 194,378 | $9.0M |
| Apella Capital, LLC | 0.20% | Add +994.1% | 190,402 | $8.9M |
| Gladstone Institutional Advisory LLC | 0.34% | Add +10.2% | 189,843 | $8.8M |
| Cooper Financial Group | 0.94% | Reduce -5.4% | 182,859 | $8.5M |
| Equitable Holdings, Inc. | 0.06% | Add +12.5% | 181,904 | $8.4M |
| Clarity Wealth Advisors, LLC | 1.82% | Add +17.8% | 178,977 | $8.3M |
| Keystone Wealth Services, LLC | 1.80% | Add +3.7% | 177,944 | $8.2M |
| Schmidt P J Investment Management Inc. | 1.36% | Add +0.1% | 177,863 | $8.2M |
| Mayfair Advisory Group, LLC | 3.50% | Add +0.4% | 176,422 | $8.2M |
| Diversify Wealth Management, LLC | 0.47% | Add +1.2% | 175,756 | $8.1M |
| Sachetta, LLC | 3.02% | Reduce -3.4% | 175,327 | $8.1M |
| TrueWealth Advisors, LLC | 2.19% | Add +5.8% | 174,982 | $8.1M |
| Greykasell Wealth Strategies, Inc. | 3.27% | Add +1.7% | 167,906 | $7.8M |
| Dentgroup LLC | 5.00% | Add +4.9% | 167,326 | $7.7M |
| TD Capital Management LLC | 0.69% | Add +1.9% | 165,784 | $7.7M |
| TD Waterhouse Canada Inc. | 0.05% | Add +7.3% | 164,215 | $7.6M |
| Sigma Planning Corp | 0.22% | Add +4.6% | 164,635 | $7.6M |
| WealthCare Investment Partners, LLC | 2.45% | Reduce -6.3% | 163,252 | $7.6M |
| Mutual Advisors, LLC | 0.17% | Add +3.2% | 160,377 | $7.5M |
| Orion Porfolio Solutions, LLC | 0.06% | Add +38.4% | 161,242 | $7.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +5.7% | 159,022 | $7.4M |
| Parallel Advisors, LLC | 0.13% | Reduce -3.7% | 159,012 | $7.4M |
| OmniStar Financial Group, Inc. | 4.41% | Reduce -0.7% | 157,621 | $7.3M |
| Tsfg, LLC | 1.16% | Add +35.2% | 157,521 | $7.3M |
| Flavin Financial Services, Inc. | 5.12% | New | 155,982 | $7.2M |
| Parcion Private Wealth LLC | 0.45% | Add +1.4% | 154,702 | $7.2M |
| Holos Integrated Wealth LLC | 4.12% | Add +6.6% | 150,689 | $7.0M |
| SilverOak Wealth Management LLC | 1.17% | Add +6.7% | 149,522 | $6.9M |
| Accelerate Investment Advisors LLC | 4.70% | Add +5.5% | 149,391 | $6.9M |
| CMH Wealth Management LLC | 1.46% | Add +0.3% | 147,254 | $6.8M |
| Magnolia Capital Advisors LLC | 1.76% | Add +3.6% | 145,359 | $6.7M |
| Baker Avenue Asset Management, LP | 0.16% | Add +0.3% | 142,802 | $6.6M |
| Accredited Wealth Management, LLC | 4.88% | Reduce -89.2% | 13,968 | $6.6M |
| Mustico Financial Group, Inc. | 6.60% | Add +12.6% | 145,672 | $6.5M |
| Kestra Investment Management, LLC | 0.17% | Reduce -66.9% | 140,238 | $6.5M |
| Masso Torrence Wealth Management Inc. | 2.68% | Add +1.5% | 139,292 | $6.4M |
| BOS Asset Management, LLC | 1.82% | Add +6.5% | 139,023 | $6.4M |
| Axis Wealth Partners, LLC | 3.65% | Add +10.7% | 134,817 | $6.2M |
| Visionary Wealth Advisors | 0.29% | Reduce -4.1% | 132,633 | $6.1M |
| Crumly & Associates Inc. | 1.33% | Add +3.8% | 131,549 | $6.1M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -63.4% | 131,353 | $6.1M |
| B. Riley Wealth Advisors, Inc. | 0.29% | Add +16.3% | 130,073 | $6.0M |
| Unique Wealth, LLC | 0.88% | Add +17.3% | 129,902 | $6.0M |
| Eaton Financial Holdings Company, LLC | 1.66% | New | 127,565 | $5.9M |
| Level Four Advisory Services, LLC | 0.20% | Add +4.5% | 126,304 | $5.8M |
| Spinnaker Trust | 0.32% | Add +0.7% | 124,695 | $5.8M |
| Landmark Wealth Management, LLC | 2.29% | Add +5.1% | 124,595 | $5.8M |
| Ullmann Wealth Partners Group, LLC | 0.63% | New | 124,567 | $5.8M |
| Financial Synergies Wealth Advisors, Inc. | 0.58% | Add +12.5% | 123,894 | $5.7M |
| IHT Wealth Management, LLC | 0.14% | Add +12.9% | 122,445 | $5.7M |
| Primoris Wealth Advisors, LLC | 3.60% | Reduce -3.7% | 122,431 | $5.7M |
| Stratos Investment Management, LLC | 0.23% | Add +0.1% | 122,100 | $5.6M |
| TFB Advisors LLC | 1.63% | Add +51.6% | 120,477 | $5.6M |
| Onyx Bridge Wealth Group LLC | 0.61% | Reduce -1.6% | 120,549 | $5.6M |
| CRA Financial Services, LLC | 0.76% | Add +13.3% | 120,450 | $5.6M |
| IFG Advisory, LLC | 0.25% | Add +252.8% | 120,381 | $5.6M |
| Merkkuri Wealth Advisors LLC | 4.00% | Add +8.2% | 119,301 | $5.5M |
| Kingswood Wealth Advisors, LLC | 0.33% | Add +291.4% | 118,460 | $5.5M |
| CFO4Life Group, LLC | 0.79% | Add +4.0% | 118,219 | $5.5M |
| Ameriprise Financial Inc. | 0.00% | Add +1667.2% | 117,094 | $5.4M |
| Allen Capital Group, LLC | 0.51% | Reduce -3.6% | 114,846 | $5.3M |
| Wealthspan Partners, LLC | 2.03% | Add +16.9% | 113,797 | $5.3M |
| Silverlake Wealth Management LLC | 1.28% | Reduce -4.0% | 112,502 | $5.2M |
| IFP Advisors, Inc | 0.13% | Add +1.8% | 111,410 | $5.2M |
| Concurrent Investment Advisors, LLC | 0.09% | Add +80.5% | 110,792 | $5.1M |
| Quad-Cities Investment Group, LLC | 2.15% | Add +4.9% | 109,186 | $5.0M |
| Madison Wealth Partners, Inc | 0.99% | Reduce -18.6% | 108,762 | $5.0M |
| First United Bank & Trust | 1.62% | Add +3.2% | 107,703 | $5.0M |
| Northwestern Mutual Investment Management Company, LLC | 0.07% | New | 107,700 | $5.0M |
| Prosperity Consulting Group, LLC | 0.24% | Add +12.9% | 106,868 | $4.9M |
| Envision Financial Planning, LLC | 2.08% | Add +15.1% | 105,886 | $4.9M |
| Betterment LLC | 0.01% | Add +7.7% | 104,982 | $4.9M |
| RDA Financial Network | 1.20% | Add +14.7% | 104,838 | $4.8M |
| Maple Capital Management, Inc. | 0.32% | Add +7.3% | 104,403 | $4.8M |
| Nations Financial Group Inc, /Ia/ | 0.30% | Add +308.4% | 103,642 | $4.8M |
| Davis Wealth Advisors, LLC | 4.28% | Add +56.2% | 103,184 | $4.8M |
| Essex Financial Services, Inc. | 0.28% | Add +0.7% | 102,995 | $4.8M |
| Verity Asset Management, Inc. | 1.55% | Add +1250.1% | 102,740 | $4.8M |
| Sanctuary Advisors, LLC | 0.03% | Add +718.8% | 102,515 | $4.7M |
| Financial Management Network Inc. | 0.78% | Add +10.0% | 102,414 | $4.7M |
| Comerica Bank | 0.02% | Reduce -21.4% | 102,271 | $4.7M |
| Spectrum Investment Advisors, Inc. | 2.55% | Add +2.0% | 101,854 | $4.7M |
| Carnegie Investment Counsel | 0.09% | Add +1.0% | 100,312 | $4.6M |
| NewEdge Wealth, LLC | 0.07% | Add +43.1% | 99,440 | $4.6M |
| F/m Investments LLC | 0.18% | New | 98,292 | $4.5M |
| Chesley Taft & Associates LLC | 0.19% | Add +9.2% | 97,610 | $4.5M |
| Opal Wealth Advisors, LLC | 1.25% | Add +6.6% | 97,510 | $4.5M |
| Apex Wealth Management, LLC | 3.22% | Add +496.3% | 97,491 | $4.5M |
| Sowell Financial Services LLC | 0.17% | Add +1.8% | 96,252 | $4.5M |
| Ascentis Independent Advisors | 0.75% | Add +12.8% | 96,193 | $4.4M |
| PKS Advisory Services, LLC | 1.03% | Reduce -15.8% | 95,751 | $4.4M |
| Barry Investment Advisors, LLC | 1.01% | Add +24.6% | 94,901 | $4.4M |
| Ipsen Advisor Group LLC | 3.17% | Add +5.9% | 95,178 | $4.4M |
| Peterson Wealth Advisors, LLC | 0.64% | Reduce -7.1% | 92,718 | $4.3M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -31.4% | 92,309 | $4.3M |
| Triangle Securities Wealth Management | 0.96% | Add +1.5% | 91,352 | $4.2M |
| Smartleaf Asset Management LLC | 0.26% | New | 90,772 | $4.2M |
| Robertson Stephens Wealth Management, LLC | 0.13% | Add +170.4% | 89,169 | $4.1M |
| Clear Investment Research, LLC | 5.51% | Add +9.7% | 88,870 | $4.1M |
| Red Mountain Financial, LLC | 4.14% | Add +1.1% | 88,183 | $4.1M |
| Retirement Planning Group, LLC / NY | 3.02% | Add +5.3% | 87,006 | $4.0M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +12.0% | 86,500 | $4.0M |
| Paragon Advisors, LLC | 1.02% | Add +26.3% | 85,186 | $3.9M |
| Lincoln Capital Corp. | 1.39% | Add +2.1% | 83,653 | $3.9M |
| InTrack Investment Management Inc | 2.28% | Add +9.3% | 82,563 | $3.8M |
| Alexander Labrunerie & Co., Inc. | 1.41% | Reduce -1.5% | 81,543 | $3.8M |
| Titleist Asset Management, LLC | 0.33% | Add +9.9% | 80,177 | $3.7M |
| Ausdal Financial Partners, Inc. | 0.17% | Add +5.2% | 77,318 | $3.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +37.0% | 76,867 | $3.6M |
| VestGen Advisors, LLC | 0.12% | Reduce -0.4% | 76,046 | $3.5M |
| Flagship Harbor Advisors, LLC | 0.15% | Add +7.4% | 75,912 | $3.5M |
| Savvy Advisors, Inc. | 0.16% | Reduce -3.0% | 75,578 | $3.5M |
| Leigh Baldwin & Co., LLC | 1.97% | Add +8.9% | 75,516 | $3.5M |
| Strata Wealth Advisors, LLC | 0.92% | Add +185.7% | 75,342 | $3.5M |
| Warwick Investment Management, Inc. | 0.60% | Add +12.8% | 74,814 | $3.5M |
| Horizon Investment Services, LLC | 1.30% | Reduce -0.2% | 74,242 | $3.4M |
| Fiduciary Alliance LLC | 0.23% | Add +2.1% | 73,983 | $3.4M |
| Captrust Financial Advisors | 0.01% | Add +9.5% | 72,784 | $3.4M |
| Advisor OS, LLC | 0.29% | Add +39.1% | 72,492 | $3.4M |
| 21 West Wealth Management LLC | 3.18% | Add +10.4% | 72,435 | $3.3M |
| Family Capital Management, Inc. | 1.60% | Reduce -0.9% | 72,391 | $3.3M |
| Investment Advisory Group, LLC | 0.89% | Add +1.5% | 70,882 | $3.3M |
| Mainsail Financial Group, LLC | 1.40% | Reduce -1.3% | 70,459 | $3.3M |
| Benjamin Edwards Inc. | 0.04% | Add +1.1% | 70,406 | $3.3M |
| Soltis Investment Advisors LLC | 0.22% | Reduce -0.6% | 69,760 | $3.2M |
| Tower Wealth Partners, Inc. | 1.77% | Add +7.1% | 69,633 | $3.2M |
| Nwam LLC | 0.17% | Add +37.0% | 67,607 | $3.2M |
| Cozad Asset Management Inc. | 0.25% | Reduce -0.1% | 67,163 | $3.1M |
| Eagle Rock Investment Company, LLC | 0.46% | Add +13.8% | 66,290 | $3.1M |
| Shore Point Advisors, LLC | 1.35% | Add +4.7% | 65,986 | $3.1M |
| Future Financial Wealth Managment LLC | 1.92% | Add +13.2% | 65,879 | $3.0M |
| Mascagni Wealth Management, Inc. | 2.28% | Reduce -2.2% | 63,886 | $3.0M |
| Allegheny Financial Group | 0.55% | Reduce -39.4% | 63,610 | $2.9M |
| Golden State Wealth Management, LLC | 0.32% | Reduce -4.1% | 63,346 | $2.9M |
| Jane Street Group, LLC | 0.00% | Reduce -68.1% | 62,902 | $2.9M |
| Intrua Financial, LLC | 0.33% | Add +51.3% | 61,739 | $2.9M |
| Capital Asset Advisory Services LLC | 0.12% | Add +2.5% | 61,201 | $2.8M |
| Norris Perne & French LLP | 0.19% | Add +15.9% | 60,269 | $2.8M |
| Powell Investment Advisors, LLC | 0.97% | Reduce -2.4% | 59,945 | $2.8M |
| Foronjy Financial LLC | 1.19% | Add +10.8% | 58,749 | $2.7M |
| Tritonpoint Wealth, LLC | 0.23% | Add +1.9% | 58,035 | $2.7M |
| Essential Planning, LLC. | 0.91% | Add +68.3% | 57,285 | $2.6M |
| Wingate Wealth Advisors, Inc. | 1.75% | Add +12.7% | 54,569 | $2.5M |
| Leelyn Smith, LLC | 0.38% | Reduce -0.8% | 54,520 | $2.5M |
| Canvas Wealth Advisors, LLC | 0.46% | Add +5.7% | 54,303 | $2.5M |
| Strategic Blueprint, LLC | 0.11% | Reduce -51.6% | 54,021 | $2.5M |
| Professional Financial Advisors, LLC | 0.52% | Reduce -8.3% | 53,476 | $2.5M |
| Pittenger & Anderson Inc. | 0.09% | Add +14.7% | 53,038 | $2.5M |
| Gallagher Fiduciary Advisors, LLC | 0.09% | Reduce -97.4% | 52,427 | $2.4M |
| Brown Advisory Inc. | 0.00% | Add +0.0% | 52,359 | $2.4M |
| Principal Securities, Inc. | 0.04% | Add +203.7% | 52,173 | $2.4M |
| AdvisorNet Financial, Inc | 0.14% | Reduce -8.8% | 51,739 | $2.4M |
| StoneX Group Inc. | 0.10% | Add +0.3% | 51,130 | $2.4M |
| Legacy Solutions, LLC | 2.13% | Add +4.3% | 51,258 | $2.4M |
| KG Capital Management | 0.65% | Add +167.8% | 50,936 | $2.4M |
| Guardian Wealth Advisors, LLC / NC | 0.15% | Reduce -0.8% | 50,075 | $2.3M |
| Transcendent Capital Group LLC | 1.02% | Add +19.9% | 49,482 | $2.3M |
| DecisionMap Wealth Management, LLC | 1.44% | Add +5.0% | 48,507 | $2.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +12.1% | 47,340 | $2.2M |
| Galvin, Gaustad & Stein, LLC | 0.18% | Add +25.1% | 47,071 | $2.2M |
| Fortress Financial Group, LLC | 1.64% | Add +1.0% | 46,203 | $2.1M |
| Barnes Pettey Financial Advisors, LLC | 1.16% | Add +75.8% | 45,813 | $2.1M |
| Eley Financial Management, Inc | 0.75% | Reduce -2.6% | 44,966 | $2.1M |
| Riverbend Wealth Management, LLC | 1.45% | Add +19.9% | 44,867 | $2.1M |
| Zacks Investment Management | 0.02% | Reduce -27.7% | 44,529 | $2.1M |
| Bangor Savings Bank | 0.17% | No change | 44,198 | $2.0M |
| Simplicity Wealth,LLC | 0.12% | Reduce -19.3% | 43,942 | $2.0M |
| IRON Financial LLC | 0.97% | Add +0.1% | 43,847 | $2.0M |
| Kuhn & Co Investment Counsel | 1.56% | Add +8.7% | 42,520 | $2.0M |
| Woodside Wealth Management LLC | 1.53% | Add +3.1% | 41,967 | $1.9M |
| Cerity Partners LLC | 0.00% | Add +4.5% | 41,871 | $1.9M |
| Boston Partners | 0.00% | New | 41,469 | $1.9M |
| Bryant Woods Investment Advisors, LLC | 0.75% | Reduce -2.4% | 41,228 | $1.9M |
| Interchange Capital Partners, LLC | 0.37% | Reduce -0.5% | 40,623 | $1.9M |
| Slagle Financial, LLC | 0.69% | Add +3.5% | 40,501 | $1.9M |
| McAdam, LLC | 0.09% | Reduce -0.3% | 39,932 | $1.8M |
| John W. Brooker & Co., CPAs | 3.71% | Reduce -6.7% | 39,491 | $1.8M |
| Rinkey Investments | 0.48% | Add +5.2% | 39,453 | $1.8M |
| Fifth Third Securities, Inc. | 0.12% | Add +8.6% | 39,396 | $1.8M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -1.3% | 39,111 | $1.8M |
| &partners | 0.01% | Add +19.1% | 38,457 | $1.8M |
| Quadrant Capital Group LLC | 0.06% | Add +0.6% | 38,010 | $1.8M |
| Smith, Moore & Co. | 0.13% | Reduce -19.0% | 37,037 | $1.7M |
| WCG Wealth Advisors LLC | 0.11% | Add +53.7% | 36,763 | $1.7M |
| Great Valley Advisor Group, Inc. | 0.03% | New | 36,151 | $1.7M |
| Berger Financial Group, Inc | 0.10% | Add +0.2% | 34,339 | $1.6M |
| JFS Wealth Advisors, LLC | 0.09% | Add +0.3% | 34,083 | $1.6M |
| Ascent Group, LLC | 0.05% | Reduce -4.3% | 33,242 | $1.5M |
| Northwest Capital Management Inc | 1.61% | Reduce -0.8% | 33,084 | $1.5M |
| Connecticut Wealth Management, LLC | 0.07% | New | 33,062 | $1.5M |
| Keyvantage Wealth, LLC | 0.63% | Reduce -5.1% | 32,585 | $1.5M |
| Lakeshore Capital Group, Inc. | 1.21% | Reduce -27.8% | 32,461 | $1.5M |
| Mosaic Financial Group, LLC | 1.06% | Add +9.2% | 32,259 | $1.5M |
| Independent Financial Group, LLC | 0.04% | Add +7.8% | 32,120 | $1.5M |
| Hartmann Taylor Wealth Management, LLC | 1.06% | Reduce -11.6% | 32,061 | $1.5M |
| ORG Partners LLC | 0.27% | Reduce -6.0% | 29,563 | $1.5M |
| Cary Street Partners Financial LLC | 0.04% | Add +0.7% | 31,600 | $1.5M |
| Bright Financial Advisors, Inc. | 0.71% | Add +4.1% | 31,578 | $1.5M |
| Bond & Devick Financial Network, Inc. | 0.44% | Add +4.8% | 31,384 | $1.5M |
| Ancora Advisors LLC | 0.03% | Add +67.8% | 30,395 | $1.4M |
| Compound Planning, Inc. | 0.05% | Add +19.4% | 30,262 | $1.4M |
| Avidian Wealth Enterprises, LLC | 0.05% | Add +98.9% | 30,055 | $1.4M |
| Valley Financial Group, Inc. | 0.76% | Reduce -1.6% | 29,107 | $1.3M |
| Brookwood Investment Group LLC | 0.17% | Add +25.3% | 29,106 | $1.3M |
| WealthBridge Capital Management, LLC | 0.31% | Add +26.8% | 28,829 | $1.3M |
| United Advisor Group, LLC | 0.17% | Add +14.2% | 27,438 | $1.3M |
| Anchor Capital Advisors LLC | 0.04% | Reduce -9.0% | 27,269 | $1.3M |
| Twin Peaks Wealth Advisors, LLC | 0.43% | Add +0.3% | 27,233 | $1.3M |
| Waterfront Wealth Inc. | 0.24% | Add +6.9% | 25,418 | $1.2M |
| Next Level Wealth Planning, LLC | 0.67% | Add +2.4% | 25,616 | $1.2M |
| Modera Wealth Management, LLC | 0.01% | New | 25,289 | $1.2M |
| Valley Wealth Managers, Inc. | 0.08% | Add +4.5% | 25,136 | $1.2M |
| Gerber, LLC | 0.73% | Add +22.5% | 25,128 | $1.2M |
| Ibex Wealth Advisors | 0.11% | Reduce -1.1% | 24,850 | $1.1M |
| Defined Wealth Management, LLC | 0.66% | Add +0.5% | 24,759 | $1.1M |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -92.3% | 24,654 | $1.1M |
| Evoke Wealth, LLC | 0.02% | New | 24,519 | $1.1M |
| Centurion Wealth Management LLC | 0.26% | Add +43.2% | 24,428 | $1.1M |
| Assetmark, Inc. | 0.00% | Add +1.8% | 24,393 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Add +0.0% | 24,107 | $1.1M |
| Curtis Advisory Group, LLC | 0.25% | Reduce -1.1% | 23,878 | $1.1M |
| Abbot Financial Management, Inc. | 0.47% | Add +18.7% | 23,715 | $1.1M |
| Flow Traders U.S. LLC | 0.04% | New | 23,039 | $1.1M |
| Post Resch Tallon Group Inc. | 0.93% | No change | 22,616 | $1.0M |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -10.8% | 22,231 | $1.0M |
| Fairvoy Private Wealth, LLC | 0.23% | Reduce -8.1% | 22,129 | $1.0M |
| GWN Securities Inc. | 0.24% | Add +1.3% | 21,992 | $1.0M |
| Mma Asset Management LLC | 0.34% | Add +22.4% | 21,990 | $1.0M |
| Hilltop Holdings Inc. | 0.05% | Add +28.8% | 21,670 | $1.0M |
| CGN Advisors LLC | 0.08% | Reduce -0.4% | 21,499 | $994K |
| Register Financial Advisors LLC | 0.38% | Reduce -7.6% | 21,007 | $971K |
| Cedar Point Capital Partners, LLC | 0.64% | Add +1.4% | 21,005 | $971K |
| King Wealth Management Group | 0.12% | Reduce -4.3% | 20,913 | $967K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -14.0% | 20,497 | $948K |
| NCM Capital Management, LLC | 0.36% | Reduce -8.2% | 20,241 | $936K |
| Wealth Watch Advisors, INC | 0.38% | Reduce -12.5% | 20,019 | $926K |
| Old Mission Capital LLC | 0.03% | Reduce -58.6% | 19,506 | $902K |
| Latitude Advisors, LLC | 0.41% | Add +11.1% | 19,480 | $901K |
| Hoxton Planning & Management, LLC | 0.28% | Reduce -4.0% | 19,157 | $886K |
| Camelot Portfolios, LLC | 0.52% | Reduce -0.5% | 19,054 | $881K |
| Forum Private Client Group LLC | 0.31% | Add +0.1% | 18,994 | $878K |
| Pasadena Private Wealth, LLC | 0.13% | Reduce -93.3% | 18,781 | $868K |
| Bank of Montreal | 0.00% | Add +17.9% | 18,585 | $859K |
| Uptick Partners, LLC | 0.22% | Add +169.1% | 18,390 | $850K |
| Trust Investment Advisors | 0.48% | Add +17.3% | 18,292 | $846K |
| Commons Capital, LLC | 0.57% | Add +5.6% | 18,278 | $845K |
| Chris Bulman Inc | 0.42% | Reduce -22.4% | 18,276 | $845K |
| Baron Silver Stevens Financial Advisors, LLC | 0.12% | No change | 18,240 | $843K |
| Kearns & Associates LLC | 0.44% | Add +16.2% | 18,035 | $834K |
| Consolidated Portfolio Review Corp | 0.10% | Add +4.0% | 17,874 | $826K |
| AssuredPartners Investment Advisors, LLC | 0.18% | Add +1.8% | 17,722 | $819K |
| Insight Advisors, LLC/ PA | 0.12% | Add +2.9% | 17,626 | $815K |
| Insight Wealth Strategies, LLC | 0.10% | Add +1.6% | 17,535 | $811K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.09% | Reduce -3.5% | 16,964 | $784K |
| Indie Asset Partners, LLC | 1.01% | Add +50.7% | 16,445 | $760K |
| Barnes Wealth Management Group, Inc | 0.41% | Add +44.0% | 16,255 | $752K |
| Sunbelt Securities, Inc. | 0.05% | Add +10.7% | 15,960 | $738K |
| World Equity Group, Inc. | 0.17% | Add +1.1% | 15,890 | $735K |
| MidAtlantic Capital Management, Inc. | 0.50% | Add +0.1% | 15,789 | $730K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -3.0% | 15,314 | $708K |
| Mitchell McLeod Pugh & Williams Inc. | 0.11% | Add +184.3% | 14,953 | $701K |
| Arbor Capital Management Inc. | 0.56% | Add +15.4% | 15,022 | $697K |
| National Bank of Canada | 0.00% | Add +45.9% | 14,990 | $694K |
| AMG National Trust Bank | 0.02% | Add +8.8% | 14,748 | $682K |
| CoreCap Advisors, LLC | 0.02% | Add +11.5% | 14,647 | $677K |
| Traveka Wealth, LLC | 0.30% | New | 14,443 | $668K |
| Claro Advisors Inc. | 0.10% | New | 14,424 | $667K |
| International Private Wealth Advisors LLC | 0.42% | Reduce -21.0% | 14,424 | $667K |
| Brown Financial Advisory | 0.35% | Reduce -12.3% | 14,285 | $661K |
| Marshall Financial Group, LLC | 0.13% | Reduce -9.4% | 14,094 | $652K |
| Cape Investment Advisory, Inc. | 0.64% | Reduce -11.6% | 14,071 | $651K |
| Dupree Financial Group, LLC | 0.25% | Reduce -2.8% | 13,916 | $643K |
| Regatta Capital Group, LLC | 0.10% | Add +13.1% | 13,845 | $640K |
| Benchmark Financial Wealth Advisors, LLC | 0.19% | Add +6.8% | 13,825 | $639K |
| Park Avenue Securities LLC | 0.00% | Reduce -28.4% | 13,622 | $630K |
| Wealthspire Advisors, LLC | 0.00% | New | 13,148 | $608K |
| McElhenny Sheffield Capital Management, LLC | 0.14% | Reduce -3.3% | 12,970 | $600K |
| William Howard & Co Financial Advisors Inc | 0.51% | No change | 12,964 | $599K |
| Burns Matteson Capital Management, LLC | 0.25% | Reduce -2.5% | 12,943 | $598K |
| MontVue Capital Management, Inc. | 0.39% | Reduce -0.7% | 12,696 | $587K |
| Gateway Wealth Partners, LLC | 0.08% | Reduce -11.0% | 12,661 | $585K |
| Clearstead Trust, LLC | 0.10% | Add +2675.2% | 12,544 | $580K |
| Focus Financial Network, Inc. | 0.02% | Reduce -0.5% | 12,459 | $578K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -99.1% | 12,399 | $573K |
| Miller Financial Services LLC | 0.66% | Reduce -2.2% | 12,390 | $573K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +6.3% | 12,374 | $572K |
| Thoroughbred Financial Services, LLC | 0.04% | Reduce -27.9% | 12,389 | $572K |
| Cadent Capital Advisors, LLC | 0.15% | Add +1.2% | 12,345 | $571K |
| SageView Advisory Group, LLC | 0.02% | Reduce -44.2% | 11,873 | $549K |
| Seelaus Asset Management LLC | 0.44% | Add +14.0% | 11,870 | $549K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -7.9% | 11,782 | $545K |
| Boston Family Office LLC | 0.03% | No change | 11,574 | $535K |
| PFG Investments, LLC | 0.03% | Add +15.1% | 11,561 | $535K |
| Two Sigma Securities, LLC | 0.08% | Add +53.5% | 11,556 | $534K |
| Compass Advisory Group LLC | 0.15% | Add +0.2% | 11,471 | $532K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 11,366 | $526K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +7.7% | 11,260 | $521K |
| Kraft, Davis & Associates, LLC | 0.13% | Reduce -3.8% | 11,122 | $514K |
| Lazari Capital Management, Inc. | 0.17% | Reduce -17.7% | 10,848 | $502K |
| Sage Financial Group Inc. | 0.03% | Add +0.9% | 10,824 | $501K |
| Arrowroot Family Office, LLC | 0.20% | No change | 10,806 | $500K |
| Winebrenner Capital Management LLC | 0.36% | Add +1.2% | 10,720 | $496K |
| Traynor Capital Management, Inc. | 0.03% | Reduce -12.9% | 10,676 | $494K |
| First Bank & Trust | 0.08% | New | 10,642 | $492K |
| Towercrest Capital Management | 0.08% | No change | 10,616 | $491K |
| Financial Freedom, LLC | 0.24% | Add +424.6% | 10,502 | $486K |
| Element Wealth, LLC | 0.21% | No change | 10,447 | $483K |
| Keystone Financial Group | 0.04% | Add +3.1% | 10,317 | $477K |
| LaSalle St. Investment Advisors, LLC | 0.09% | Add +9.6% | 10,302 | $476K |
| Aprio Wealth Management, LLC | 0.05% | Reduce -9.5% | 10,193 | $471K |
| RPS Advisory Solutions LLC | 0.23% | Add +24.0% | 10,031 | $464K |
| GreatBanc Trust CO | 0.32% | — | 10,000 | $462K |
| Capital Square, LLC | 0.24% | Reduce -41.2% | 9,987 | $462K |
| Breakwater Capital Group | 0.07% | Reduce -0.1% | 9,953 | $460K |
| Kure Advisory, LLC | 0.28% | Reduce -10.0% | 9,929 | $459K |
| Vantage Financial Partners, LLC | 0.10% | Reduce -11.2% | 9,858 | $456K |
| Fortitude Advisory Group L.L.C. | 0.24% | Add +0.7% | 9,655 | $446K |
| Rwa Wealth Partners, LLC | 0.01% | Add +2.6% | 9,628 | $445K |
| Plan A Wealth LLC | 0.22% | New | 9,448 | $437K |
| Qube Research & Technologies Ltd | 0.00% | New | 9,443 | $437K |
| Brighton Jones LLC | 0.01% | Add +27.9% | 9,390 | $434K |
| Fiduciary Trust Co | 0.00% | No change | 9,330 | $431K |
| Fisher Asset Management | 0.00% | New | 9,322 | $431K |
| Cornell Pochily Investment Advisors, Inc. | 0.13% | Reduce -21.7% | 9,298 | $430K |
| KOM Wealth Management Group, LLC | 0.32% | Add +1.4% | 9,275 | $429K |
| Cosner Financial Group, LLC | 0.23% | Reduce -0.1% | 20,853 | $428K |
| HB Wealth Management, LLC | 0.00% | New | 9,038 | $418K |
| Vantage Point Financial LLC | 0.16% | Add +38.1% | 8,794 | $407K |
| NWF Advisory Services Inc. | 0.04% | New | 8,729 | $404K |
| Strategic Family Wealth Counselors, L.L.C. | 0.10% | Reduce -47.1% | 8,638 | $399K |
| Moloney Securities Asset Management, LLC | 0.05% | Add +6.7% | 8,430 | $390K |
| Dudley Capital Management, LLC | 0.17% | Reduce -1.3% | 8,280 | $383K |
| Signet Financial Management, LLC | 0.04% | No change | 8,155 | $377K |
| Milestone Asset Management, LLC | 0.07% | Add +85.7% | 8,137 | $376K |
| Permanent Capital Management, LP | 0.07% | — | 7,942 | $369K |
| Westwood Holdings Group Inc. | 0.00% | New | 7,500 | $347K |
| Endeavor Private Wealth, Inc. | 0.11% | New | 7,432 | $345K |
| Diversified Trust Co. | 0.01% | Reduce -21.4% | 7,343 | $340K |
| Hardy Reed LLC | 0.02% | No change | 7,302 | $338K |
| Trademark Financial Management, LLC | 0.19% | New | 7,218 | $334K |
| AQR Capital Management | 0.00% | No change | 7,041 | $326K |
| High Falls Advisors, Inc | 0.07% | Add +14.7% | 6,978 | $323K |
| Wealth Quarterback LLC | 0.12% | Add +6.9% | 6,813 | $315K |
| Novem Group | 0.04% | Add +2.4% | 6,758 | $312K |
| BIP Wealth, LLC | 0.01% | New | 6,530 | $302K |
| Synergy Investment Management, LLC | 0.11% | No change | 6,500 | $301K |
| Yukon Wealth Management, Inc. | 0.10% | New | 6,469 | $299K |
| Fermata Advisors, LLC | 0.08% | Reduce -84.5% | 6,429 | $297K |
| James J. Burns & Company, LLC | 0.04% | Add +21.1% | 6,242 | $289K |
| CGC Financial Services, LLC | 0.08% | Add +20.1% | 6,226 | $288K |
| Capital CS Group, LLC | 0.47% | Add +4.8% | 6,224 | $288K |
| Wedbush Securities Inc. | 0.01% | Reduce -0.2% | 6,106 | $282K |
| Cibc World Market Inc. | 0.00% | Add +34.8% | 6,078 | $281K |
| Keel Point, LLC | 0.02% | Reduce -7.3% | 6,076 | $281K |
| Bay Capital Advisors, LLC | 0.18% | Reduce -69.0% | 6,045 | $280K |
| Wheelhouse Advisory Group LLC | 0.12% | Reduce -22.8% | 5,992 | $277K |
| Cardinal Point Capital Management ULC | 0.02% | No change | 5,930 | $276K |
| Liberty Wealth Management LLC | 0.04% | New | 5,899 | $273K |
| Bfsg, LLC | 0.03% | Add +97.4% | 5,838 | $270K |
| Aviso Financial Inc. | 0.01% | Reduce -15.0% | 5,838 | $270K |
| American Trust | 0.02% | New | 5,836 | $270K |
| TCFG Wealth Management, LLC | 0.10% | Reduce -2.9% | 5,704 | $264K |
| Integrity Financial Corp | 0.12% | Reduce -47.5% | 5,451 | $253K |
| Saxon Interests, Inc. | 0.10% | Add +0.3% | 5,459 | $250K |
| Ledyard National Bank | 0.02% | New | 5,411 | $250K |
| Old Mission Investment Co LLC | 0.06% | New | 5,350 | $248K |
| Trustmark Bank Trust Department | 0.02% | Reduce -24.4% | 5,300 | $245K |
| Beacon Capital Management, LLC | 0.03% | Add +13.3% | 5,154 | $238K |
| Money Concepts Capital Corp. | 0.01% | New | 5,135 | $237K |
| Kingsman Wealth Management, Inc. | 0.13% | New | 5,068 | $234K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -28.1% | 4,934 | $228K |
| XTX Topco Ltd | 0.01% | New | 4,894 | $226K |
| McCarthy & Cox | 0.05% | Reduce -10.5% | 4,890 | $226K |
| Merit Financial Group, LLC | 0.00% | New | 4,844 | $224K |
| TD Private Client Wealth LLC | 0.01% | New | 4,804 | $222K |
| BXM Wealth LLC | 0.21% | New | 4,793 | $222K |
| Performance Wealth Partners, LLC | 0.01% | No change | 4,549 | $210K |
| AE Wealth Management LLC | 0.00% | Add +69.8% | 4,096 | $189K |
| Roxbury Financial LLC | 0.16% | New | 3,857 | $178K |
| Private Wealth Asset Management, LLC | 0.02% | No change | 3,721 | $172K |
| Glass Jacobson Investment Advisors llc | 0.06% | Add +32.7% | 3,640 | $168K |
| Barnes Dennig Private Wealth Management LLC | 0.17% | Add +8.9% | 3,508 | $162K |
| Security National Bank | 0.02% | New | 3,379 | $156K |
| Advisors Asset Management, Inc. | 0.00% | New | 3,316 | $153K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | New | 3,123 | $144K |
| PNC Financial Services Group, Inc. | 0.00% | Add +310.0% | 3,001 | $139K |
| Ogorek Anthony Joseph /NY/ | 0.03% | New | 2,650 | $122K |
| Financial Management Professionals, Inc. | 0.01% | No change | 2,330 | $108K |
| Clarity Asset Management, Inc. | 0.06% | Add +85.8% | 2,281 | $105K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -38.6% | 2,217 | $103K |
| CIBC Private Wealth Group LLC | 0.00% | Add +8.5% | 2,065 | $95K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,874 | $87K |
| Private Trust Co. NA | 0.01% | No change | 1,835 | $85K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 1,618 | $75K |
| Bogart Wealth, LLC | 0.00% | No change | 1,574 | $73K |
| Chung Wu Investment Group, LLC | 0.06% | New | 1,500 | $69K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 1,445 | $67K |
| Goodman Advisory Group, LLC | 0.02% | New | 1,442 | $67K |
| Strategic Investment Solutions, Inc. | 0.02% | Reduce -3.0% | 1,278 | $59K |
| Creative Capital Management Investments LLC | 0.02% | No change | 1,241 | $57K |
| Lanark Financial, Inc. | 0.00% | No change | 1,211 | $56K |
| Richardson Capital Management LLC | 0.03% | New | 1,157 | $54K |
| Cornerstone Planning Group LLC | 0.01% | New | 1,084 | $50K |
| Darwin Wealth Management, LLC | 0.02% | Add +1.1% | 1,085 | $50K |
| Fifth Third Bancorp | 0.00% | Add +78.0% | 1,068 | $49K |
| First Command Advisory Services, Inc. | 0.00% | New | 1,020 | $47K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 834 | $39K |
| Maryland Capital Advisors Inc. | 0.01% | Add +378.5% | 823 | $38K |
| Clearstead Advisors, LLC | 0.00% | New | 784 | $36K |
| Caldwell Trust Co | 0.00% | No change | 746 | $34K |
| IAG Wealth Partners, LLC | 0.00% | No change | 641 | $30K |
| Investors Research Corp | 0.01% | No change | 620 | $29K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | Add +0.9% | 554 | $26K |
| Center for Financial Planning, Inc. | 0.00% | New | 489 | $23K |
| Salem Investment Counselors Inc. | 0.00% | No change | 466 | $22K |
| Financial Perspectives, Inc | 0.00% | Add +34.6% | 358 | $17K |
| MCF Advisors LLC | 0.00% | No change | 330 | $15K |
| Archer Investment Corp | 0.00% | Add +483.9% | 327 | $15K |
| Crews Bank & Trust | 0.00% | No change | 325 | $15K |
| Anfield Capital Management, LLC | 0.00% | New | 250 | $12K |
| Pineridge Advisors LLC | 0.00% | Add +0.9% | 235 | $11K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 190 | $9K |
| Ameriflex Group, Inc. | 0.00% | Reduce -98.0% | 168 | $8K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +357.1% | 160 | $7K |
| LGT Financial Advisors LLC | 0.01% | Add +172.0% | 136 | $6K |
| Grey Fox Wealth Advisors, LLC | 0.00% | New | 126 | $6K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | Add +10.7% | 93 | $4K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 92 | $4K |
| FSA Wealth Management LLC | 0.00% | No change | 86 | $4K |
| Salomon & Ludwin, LLC | 0.00% | No change | 81 | $4K |
| Hantz Financial Services, Inc. | 0.00% | No change | 70 | $3K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 58 | $3K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 57 | $3K |
| Abound Wealth Management | 0.00% | No change | 45 | $2K |
| Global Trust Asset Management, LLC | 0.00% | New | 38 | $2K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 37 | $2K |
| Sound Income Strategies, LLC | 0.00% | Reduce -81.2% | 19 | $875 |
| First Community Trust NA | 0.00% | No change | 14 | $647 |
| Kozak & Associates, Inc. | 0.00% | No change | 13 | $602 |
| Affinity Wealth LLC | 0.00% | Reduce -33.3% | 10 | $462 |
| Russell Investments Group, Ltd. | 0.00% | Add +33.3% | 8 | $366 |
| Citigroup Inc. | 0.00% | Reduce -33.3% | 4 | $185 |
| Ascentis Wealth Management, LLC | 0.00% | New | 3 | $138 |
| BlackRock, Inc. | 0.00% | New | 1 | $34 |
| New Millennium Group LLC | 0.00% | No change | 1 | $26 |
| 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.