Fidelity Total Bond ETFFBNDETF

13F holders, Q4 2025 (December 31)
731holders +73
62new positions
38sold out
5famous investors
$44.98avg. 13F price*

At the end of Q4 2025, 731 institutions reported holding Fidelity Total Bond ETF (FBND) in their 13F filings, up 73 from Q3 2025. 62 opened new positions and 38 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($4.3B), Morgan Stanley ($1.6B) and FMR LLC ($640.9M). 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 Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions62$89.4M
Exits38$71.3M

All 13F filers, Q3 2025 → Q4 2025: 45,298,735 shares bought and 4,480,388 shares sold, net +40,818,347 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 731 holders

Northwestern Mutual Wealth Management Co. 2.69% Add +3.3% 92,442,810 $4.3B
Morgan Stanley 0.10% Add +16.2% 34,716,320 $1.6B
FMR LLC 0.03% Add +6.8% 13,921,185 $640.9M
Bank of America Corp. 0.05% Add +6.8% 13,835,166 $637.0M
JPMorgan Chase & Co. 0.04% Add +25.8% 11,574,323 $532.9M
LPL Financial LLC 0.12% Add +25.2% 9,387,074 $432.2M
Dynasty Wealth Management, LLC 3.91% Add +29.9% 8,650,398 $398.3M
Country Trust Bank 5.33% Add +1.9% 6,392,262 $294.3M
Raymond James Financial Inc. 0.09% Add +22.5% 6,181,894 $284.6M
Cetera Investment Advisers 0.30% Add +44.4% 5,870,299 $270.3M
UBS Group AG 0.05% Add +3.8% 5,868,478 $270.2M
Envestnet Asset Management Inc. 0.08% Reduce -7.6% 5,785,810 $266.4M
Commonwealth Equity Services, LLC 0.30% Add +11.9% 4,895,618 $225.4M
Osaic Holdings, Inc. 0.33% Add +9.7% 4,890,866 $225.2M
Quotient Wealth Partners, LLC 5.99% Add +39.8% 4,892,228 $225.2M
Mather Group, Llc. 1.97% Add +4.0% 4,161,603 $191.6M
Sax Wealth Advisors, LLC 8.74% Add +18.4% 4,035,401 $185.8M
Royal Bank of Canada 0.03% Add +9.4% 4,003,965 $184.3M
Ritholtz Wealth Management 3.24% Add +2.0% 3,855,303 $177.5M
Kestra Advisory Services, LLC 0.70% Add +12.9% 3,674,421 $169.2M
Modern Wealth Management, LLC 3.05% Add +67.1% 3,627,370 $167.0M
Legacy Wealth Management, LLC 9.06% Add +5.1% 3,416,406 $157.3M
Sagespring Wealth Partners, LLC 2.74% Add +3.1% 10,181,189 $151.0M
Cwm, LLC 0.41% Add +24.9% 3,268,874 $150.5M
Thrivent Financial for Lutherans 0.27% Add +6.9% 3,196,841 $147.3M
Capital Analysts, LLC 3.68% Add +3.6% 2,886,258 $132.9M
Blue Chip Partners, LLC 9.59% Add +5.3% 2,872,433 $132.2M
TruWealth Advisors, LLC 6.32% Add +4.6% 2,808,295 $129.3M
Forvis Mazars Wealth Advisors, LLC 2.35% Add +4.7% 2,708,377 $124.7M
Retirement Planning Group, LLC 3.77% Add +8.7% 2,490,208 $114.6M
MML Investors Services, LLC 0.28% Add +25.8% 2,467,073 $113.6M
Focus Partners Wealth 0.12% Add +13.0% 2,365,381 $109.0M
McKinley Carter Wealth Services, Inc. 5.51% Add +1.3% 2,140,215 $98.5M
Summit Financial Strategies, Inc. 7.91% Add +4.3% 2,090,807 $96.3M
HighTower Advisors, LLC 0.10% Add +3.1% 1,890,734 $87.0M
Wells Fargo & Company 0.02% Add +3.9% 1,786,898 $82.3M
Octavia Wealth Advisors, LLC 7.70% Add +11.4% 1,740,989 $80.6M
Valeo Financial Advisors, LLC 1.70% Add +5.0% 1,757,004 $76.2M
Cambridge Investment Research Advisors, Inc. 0.20% Add +11.8% 1,631,426 $75.1M
Wealthcare Advisory Partners LLC 1.36% Add +4.5% 1,504,259 $69.3M
Private Advisor Group, LLC 0.31% Reduce -3.0% 1,440,074 $66.3M
RFG Advisory, LLC 1.21% Add +35.1% 1,399,914 $64.5M
Falcon Wealth Planning 5.25% Add +6.6% 1,354,634 $62.4M
Prudent Investors Network, Inc. 13.89% Add +22.4% 1,314,388 $60.5M
HUB Investment Partners, LLC 1.55% Add +3.8% 1,236,027 $56.9M
NewEdge Advisors, LLC 0.20% Add +11.8% 1,224,399 $56.4M
Aptus Capital Advisors, LLC 0.48% Add +2.7% 1,216,624 $56.0M
Rehmann Capital Advisory Group 2.87% Add +13.8% 1,196,042 $55.1M
Allworth Financial LP 0.23% Add +296.9% 1,190,370 $54.8M
Peapack Gladstone Financial Corp. 0.65% Add +40.7% 1,125,704 $51.8M
Integrated Wealth Concepts LLC 0.61% Reduce -7.8% 1,124,122 $51.8M
Sunburst Financial Group, LLC 10.34% Add +2.6% 1,110,436 $51.1M
Harbor Group, Inc. 7.11% Add +2.2% 1,031,304 $47.5M
McGlone Suttner Wealth Management, Inc. 6.30% Add +3.2% 1,017,336 $46.8M
Crane Advisory, LLC 7.04% Add +90.5% 1,009,529 $46.6M
Arkadios Wealth Advisors 0.92% Add +35.5% 1,005,932 $46.3M
Navalign, LLC 11.19% Add +5.5% 990,542 $45.6M
OLIO Financial Planning 12.60% Add +5.8% 975,741 $44.9M
Triad Wealth Partners, LLC 4.22% Add +22.8% 964,516 $44.4M
Dynamic Advisor Solutions LLC 1.38% Reduce -5.7% 932,065 $42.9M
Drake & Associates, LLC 8.42% Add +9.7% 918,570 $42.3M
Sherrill & Hutchins Financial Advisory, Inc 29.27% Add +1.9% 896,594 $41.3M
Corient Private Wealth LP 0.06% Reduce -6.4% 893,752 $41.2M
Weatherly Asset Management L. P. 3.14% Add +5.0% 882,620 $40.8M
Bleakley Financial Group, LLC 0.70% Add +29.2% 875,849 $40.3M
Pallas Capital Advisors LLC 1.33% Add +9.5% 875,591 $40.3M
Creative Planning 0.03% Reduce -26.3% 856,459 $39.4M
Correct Capital Wealth Management 7.42% Add +4.8% 855,857 $39.4M
WestHill Financial Advisors, Inc. 7.33% Add +3.9% 838,376 $38.6M
Power Wealth Management LLC 13.22% Add +4.6% 815,728 $37.6M
Brookstone Capital Management 0.42% Add +12.2% 806,708 $37.1M
Stone House Investment Management, LLC 5.73% Add +227.6% 801,076 $36.9M
Lineweaver Wealth Advisors, LLC 5.00% Add +4.3% 796,309 $36.7M
Mascoma Wealth Management LLC 7.73% Add +4.7% 782,784 $36.0M
W.G. Shaheen & Associates DBA Whitney & Co 2.85% Add +7.0% 778,664 $35.8M
Ameritas Advisory Services, LLC 1.33% Add +136.2% 771,443 $35.5M
Shakespeare Wealth Management, LLC 7.81% Add +5.1% 767,474 $35.3M
Coyle Financial Counsel LLC 7.50% Add +3.6% 762,388 $35.1M
Ullmann Wealth Partners Group, LLC 3.65% Add +506.9% 755,976 $35.0M
Global Retirement Partners, LLC 0.62% Add +5.6% 759,690 $35.0M
Wealth Alliance Advisory Group, LLC 5.98% Add +8.7% 758,451 $34.9M
Compass Ion Advisors, LLC 3.33% Add +9.5% 758,386 $34.9M
Aspiriant, LLC 0.97% Add +34.3% 735,702 $33.9M
Vicus Capital 2.53% Add +2.3% 733,204 $33.8M
Baird Financial Group, Inc. 0.05% Add +5.8% 732,007 $33.7M
KFG Wealth Management, LLC 4.42% Add +7.6% 718,253 $33.1M
WBH Advisory Inc. 2.43% Add +16.1% 712,397 $32.8M
Farther Finance Advisors, LLC 0.34% Add +147.0% 687,395 $31.6M
CPA Asset Management Group, LLC 10.99% Add +8.5% 680,180 $31.3M
ABLE Financial Group, LLC 6.34% Add +15.5% 677,638 $31.2M
Wealth Management Resources, Inc. 10.65% Reduce -7.9% 657,104 $30.3M
Souders Financial Advisors 3.45% Add +12.4% 653,982 $30.1M
Larson Financial Group LLC 1.00% Add +8.0% 652,668 $30.0M
Wealthspire Retirement, LLC 1.80% Add +13.6% 643,872 $29.6M
Bank of New York Mellon Corp 0.01% Add +188.0% 639,090 $29.4M
Leelyn Smith, LLC 4.18% Add +1050.9% 627,471 $28.9M
Kestra Private Wealth Services, LLC 0.35% Add +22.9% 612,692 $28.2M
Nicolet Advisory Services, LLC 1.84% Add +5.8% 591,999 $27.3M
Waverly Advisors, LLC 0.22% Add +40.1% 591,509 $27.2M
Presidio Capital Management, LLC 8.17% Reduce -6.4% 590,368 $27.2M

"% 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 731 holders