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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $89.4M |
| Exits | 38 | $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 |
| Valley National Advisers Inc. | 3.76% | Add +21.6% | 589,112 | $27.1M |
| Pension & Wealth Management Advisors, Inc. | 7.98% | Add +9.1% | 584,863 | $26.9M |
| Founders Financial Securities LLC | 1.58% | Add +10.8% | 583,854 | $26.9M |
| Horizon Investments, LLC | 0.34% | Add +10.5% | 581,527 | $26.8M |
| DeDora Capital, Inc. | 6.33% | Reduce -2.7% | 580,880 | $26.7M |
| Arete Wealth Advisors, LLC | 1.85% | Reduce -0.1% | 578,964 | $26.7M |
| Presper Financial Architects, LLC | 15.06% | Add +0.5% | 578,397 | $26.6M |
| Capital Wealth Management, LLC | 8.51% | Add +29.1% | 572,115 | $26.3M |
| Hunter Associates Investment Management LLC | 3.48% | Add +22.0% | 565,279 | $26.0M |
| Sard Wealth Management Group, LLC | 14.28% | Add +5.2% | 565,126 | $26.0M |
| Financial Strategies Group, Inc. | 4.67% | Add +3.8% | 559,240 | $25.8M |
| Mariner, LLC | 0.03% | Reduce -4.6% | 554,683 | $25.5M |
| Cyndeo Wealth Partners, LLC | 1.37% | Add +5.5% | 550,911 | $25.4M |
| Main Street Financial Solutions, LLC | 1.80% | Add +1.1% | 523,025 | $24.1M |
| Koshinski Asset Management, Inc. | 1.55% | Add +35.7% | 521,124 | $24.0M |
| Bridgewealth Advisory Group, LLC | 5.28% | Add +24.1% | 519,059 | $23.9M |
| Andrews Advisory Associates, LLC | 12.62% | — | 515,541 | $23.7M |
| Spire Wealth Management | 0.79% | Add +1.7% | 515,276 | $23.7M |
| Gotham Asset Management | 0.09% | Add +26.0% | 510,486 | $23.5M |
| Regimen Wealth, LLC | 6.79% | Add +0.8% | 504,507 | $23.2M |
| OneDigital Investment Advisors LLC | 0.23% | Add +30.0% | 500,664 | $23.1M |
| Envision Financial Planning, LLC | 8.67% | Add +370.2% | 497,887 | $22.9M |
| EnRich Financial Partners LLC | 6.23% | Add +4.4% | 496,310 | $22.9M |
| Jones Financial Companies LLLP | 0.01% | Add +41.1% | 496,151 | $22.8M |
| Perigon Wealth Management, LLC | 0.40% | Add +4.7% | 489,024 | $22.5M |
| Targeted Financial Services LLC | 19.34% | — | 487,686 | $22.5M |
| Vestmark Advisory Solutions, Inc. | 0.30% | Reduce -12.6% | 486,313 | $22.4M |
| Riverpoint Wealth Management Holdings, LLC | 4.79% | Add +7.8% | 484,385 | $22.3M |
| Creative Financial Designs Inc. | 1.39% | Add +2.7% | 478,249 | $22.0M |
| Certified Advisory Corp | 1.93% | Add +4.5% | 460,405 | $21.2M |
| TrueWealth Advisors, LLC | 5.35% | Add +156.4% | 448,723 | $20.7M |
| PFG Advisors | 0.99% | Add +4.8% | 443,364 | $20.4M |
| Harbour Investments, Inc. | 0.41% | Add +8.1% | 441,646 | $20.3M |
| Centaurus Financial, Inc. | 0.92% | Add +6.0% | 437,291 | $20.1M |
| Kastel Capital Advisors, LLC | 12.32% | — | 436,100 | $20.1M |
| Summit Financial, LLC | 0.29% | Add +8.3% | 428,567 | $19.8M |
| Investment Advisory Services Group LLC | 17.29% | — | 423,018 | $19.5M |
| Fortitude Advisory Group L.L.C. | 8.08% | Add +4181.8% | 413,412 | $19.0M |
| KFA Private Wealth Group, LLC | 4.62% | Add +20.2% | 412,826 | $19.0M |
| Watchman Group, Inc. | 4.52% | Add +11.3% | 411,541 | $18.9M |
| BG Investment Services, LLC | 16.86% | Add +19.7% | 410,911 | $18.9M |
| Juno Financial Group LLC | 7.47% | — | 405,448 | $18.7M |
| EdgeRock Capital LLC | 4.88% | Add +2.1% | 397,956 | $18.3M |
| Occidental Asset Management, LLC | 2.19% | Add +3.5% | 395,034 | $18.2M |
| Baker Boyer National Bank | 5.48% | Reduce -6.9% | 393,938 | $18.1M |
| New Insight Wealth Advisors | 6.36% | Add +5.4% | 386,777 | $17.8M |
| Buttonwood Financial Advisors Inc. | 5.88% | Add +1.6% | 382,965 | $17.6M |
| Selby Wealth Management, LLC | 7.08% | — | 381,648 | $17.6M |
| Silver Oak Securities, Incorporated | 1.18% | Reduce -34.2% | 378,054 | $17.5M |
| Tidemark, LLC | 4.96% | Add +11.7% | 379,078 | $17.5M |
| Dogwood Wealth Management LLC | 7.66% | Add +15.9% | 375,669 | $17.4M |
| Baker Ellis Asset Management LLC | 2.09% | Add +1.4% | 377,157 | $17.4M |
| Valmark Advisers, Inc. | 0.21% | Add +1.9% | 376,144 | $17.3M |
| tru Independence LLC | 4.36% | Add +10.8% | 375,741 | $17.3M |
| CMG Global Holdings, LLC | 7.65% | Add +17.4% | 375,044 | $17.2M |
| Susquehanna International Group, LLP | 0.02% | New | 371,856 | $17.1M |
| Investment Planning Advisors, Inc. | 4.96% | Add +4.2% | 369,716 | $17.0M |
| Kickstand Ventures, Llc. | 3.55% | Add +3.7% | 366,027 | $16.9M |
| Meriwether Wealth & Planning, LLC | 9.41% | Add +2.1% | 362,417 | $16.7M |
| Forbes Financial Planning, Inc. | 9.74% | Add +12.4% | 361,739 | $16.7M |
| ETF Portfolio Partners, Inc. | 4.25% | Add +1.6% | 357,922 | $16.5M |
| PCA Investment Advisory Services Inc. | 5.73% | Add +22.2% | 355,324 | $16.4M |
| RCS Financial Planning, LLC | 7.06% | Reduce -1.4% | 353,764 | $16.4M |
| World Investment Advisors | 0.26% | Add +17.1% | 348,396 | $16.0M |
| Scott Capital Advisors, LLC | 3.48% | Add +11.5% | 341,417 | $15.7M |
| KMG Fiduciary Partners, LLC | 1.12% | Add +4.2% | 341,405 | $15.7M |
| D.A. Davidson & Co. | 0.10% | Add +39.4% | 339,107 | $15.6M |
| Linscomb Wealth, Inc. | 0.65% | Add +13.4% | 336,527 | $15.5M |
| Ashton Thomas Private Wealth, LLC | 0.38% | Add +7.2% | 333,960 | $15.5M |
| Cornerstone Wealth Group, LLC | 1.04% | Add +5.8% | 330,234 | $15.2M |
| Concurrent Investment Advisors, LLC | 0.17% | Add +196.9% | 328,956 | $15.1M |
| Schneider Downs Wealth Management Advisors, LP | 1.69% | Add +8.1% | 326,178 | $15.0M |
| MAI Capital Management | 0.09% | Add +6.5% | 321,372 | $14.8M |
| Rise Advisors, LLC | 5.25% | Add +2.5% | 319,492 | $14.7M |
| Sentinel Pension Advisors, LLC | 2.25% | Add +1.9% | 317,838 | $14.6M |
| Genesis Private Wealth, LLC | 4.51% | Add +9.0% | 315,452 | $14.5M |
| Mountain Hill Investment Partners Corp. | 10.35% | Add +23.9% | 313,840 | $14.4M |
| Arax Advisory Partners | 0.41% | New | 307,959 | $14.1M |
| Split Rock Private Trading & Wealth Management, LLC | 11.26% | — | 305,098 | $14.0M |
| Graney & King, LLC | 8.11% | Add +33.8% | 301,405 | $13.9M |
| Williams & Novak, LLC | 10.41% | Reduce -3.2% | 300,251 | $13.8M |
| Salus Financial Advisors, LLC | 8.22% | Reduce -0.5% | 297,941 | $13.7M |
| Courier Capital LLC | 0.76% | Add +7.2% | 293,858 | $13.5M |
| Stifel Financial Corp. | 0.01% | Add +16.0% | 287,830 | $13.3M |
| Physician Wealth Advisors, Inc. | 1.82% | Reduce -3.4% | 284,663 | $13.1M |
| S Harris Financial Group, LLC | 12.51% | — | 283,821 | $13.1M |
| Goodwin Investment Advisory | 14.24% | Add +13.8% | 281,767 | $13.0M |
| Centerline Wealth Advisors, LLC | 4.64% | Reduce -40.3% | 278,291 | $12.8M |
| Destiny Capital Corp | 6.56% | Reduce -1.0% | 276,908 | $12.7M |
| Goldstone Financial Group, LLC | 1.42% | Add +5.0% | 276,703 | $12.7M |
| First Commonwealth Financial Corp | 2.10% | Add +7.9% | 275,997 | $12.7M |
| Milestone Investment Advisors LLC | 3.08% | Add +5.0% | 275,916 | $12.7M |
| Victory Financial Group, LLC | 1.60% | Reduce -0.1% | 275,468 | $12.7M |
| Stratos Wealth Advisors, LLC | 0.61% | Add +31.7% | 275,387 | $12.7M |
| Members Wealth LLC | 7.91% | Add +15.0% | 273,330 | $12.6M |
| Steph & Co. | 3.59% | Add +7.3% | 270,381 | $12.4M |
| First Heartland Consultants, Inc. | 0.94% | Add +6.3% | 269,725 | $12.4M |
| Cyr Financial Inc. | 7.55% | Add +23.4% | 262,830 | $12.1M |
| Argo Wealth Advisory, LLC | 7.19% | — | 260,895 | $12.0M |
| Unique Wealth Strategies, LLC | 4.69% | Add +2.2% | 259,443 | $11.9M |
| Cornerstone Wealth Management, LLC | 0.62% | Add +13.8% | 256,940 | $11.8M |
| Oppenheimer & Co. Inc. | 0.17% | Add +9.9% | 255,705 | $11.8M |
| Rooted Wealth Advisors, Inc. | 3.30% | Add +13.3% | 255,153 | $11.7M |
| TrustWell Financial Advisors, LLC | 11.26% | — | 252,917 | $11.6M |
| Hicks Capital Management LLC | 11.68% | Add +11.3% | 251,938 | $11.6M |
| LongView Wealth Management | 2.80% | Add +21.4% | 250,934 | $11.6M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +8.9% | 250,481 | $11.5M |
| Resolute Wealth Strategies, LLC | 5.04% | Reduce -0.3% | 249,896 | $11.5M |
| USAdvisors Wealth Management, LLC | 3.69% | Add +5.3% | 243,175 | $11.2M |
| Catawba River Capital | 4.95% | Reduce -0.1% | 241,506 | $11.1M |
| J.W. Cole Advisors, Inc. | 0.27% | Add +10.5% | 244,715 | $11.0M |
| Insight Wealth Partners, LLC | 4.56% | Add +4.9% | 237,809 | $10.9M |
| Dahring | Cusmano LLC | 7.57% | Reduce -0.1% | 236,532 | $10.9M |
| Focus Partners Advisor Solutions, LLC | 0.13% | Reduce -41.9% | 235,939 | $10.9M |
| Truist Financial Corp. | 0.01% | Add +9.7% | 234,826 | $10.8M |
| Atria Investments, Inc | 0.12% | Add +9.7% | 230,049 | $10.6M |
| Advisory Services Network, LLC | 0.15% | Add +5.6% | 229,002 | $10.5M |
| Equitable Holdings, Inc. | 0.07% | Add +25.2% | 227,667 | $10.5M |
| FWG Holdings, LLC | 3.92% | Reduce -2.6% | 224,376 | $10.3M |
| Clarity Retirement & Wealth, LLC | 9.00% | — | 222,175 | $10.2M |
| Provident Living Financial Services, Inc. | 9.83% | — | 217,444 | $10.0M |
| Apella Capital, LLC | 0.20% | Add +13.5% | 216,036 | $9.9M |
| Prime Capital Investment Advisors, LLC | 0.12% | Add +9.4% | 215,677 | $9.9M |
| Clarity Wealth Advisors, LLC | 2.01% | Add +19.5% | 213,859 | $9.8M |
| Axxcess Wealth Management, LLC | 0.17% | Reduce -5.9% | 209,965 | $9.7M |
| Holos Integrated Wealth LLC | 5.35% | Add +38.2% | 208,237 | $9.6M |
| Dakota Wealth Management | 0.17% | New | 206,822 | $9.5M |
| HighPoint Advisor Group LLC | 0.21% | New | 204,766 | $9.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +27.3% | 202,474 | $9.3M |
| Opes Wealth Management LLC | 1.58% | Add +3.7% | 201,653 | $9.3M |
| SPWM Advisors LLC | 8.85% | — | 200,653 | $9.2M |
| Mustico Financial Group, Inc. | 7.12% | Add +37.1% | 199,757 | $9.2M |
| Sonoma Allocations LLC | 3.05% | Reduce -31.2% | 199,712 | $9.2M |
| Gladstone Institutional Advisory LLC | 0.34% | Add +4.2% | 197,735 | $9.1M |
| Integrated Wealthcare, LLC | 7.53% | — | 194,620 | $9.0M |
| Orion Porfolio Solutions, LLC | 0.06% | Add +19.0% | 191,903 | $8.8M |
| Cooper Financial Group | 0.94% | Add +4.5% | 191,004 | $8.8M |
| Sachetta, LLC | 4.75% | Add +7.5% | 188,525 | $8.7M |
| Mayfair Advisory Group, LLC | 3.37% | Add +6.8% | 188,434 | $8.7M |
| Tsfg, LLC | 1.26% | Add +16.5% | 183,507 | $8.4M |
| Diversify Wealth Management, LLC | 0.39% | Add +3.7% | 182,312 | $8.4M |
| TD Waterhouse Canada Inc. | 0.05% | Add +11.2% | 182,664 | $8.4M |
| Schmidt P J Investment Management Inc. | 1.36% | Add +2.3% | 181,883 | $8.4M |
| Lebenthal Global Advisors, LLC | 1.28% | Reduce -45.5% | 180,335 | $8.3M |
| Keystone Wealth Services, LLC | 1.74% | Add +1.1% | 179,828 | $8.3M |
| TD Capital Management LLC | 0.72% | Add +6.0% | 175,766 | $8.1M |
| Greykasell Wealth Strategies, Inc. | 3.18% | Add +4.1% | 174,815 | $8.0M |
| Merkkuri Wealth Advisors LLC | 5.44% | Add +45.4% | 173,504 | $8.0M |
| IHT Wealth Management, LLC | 0.19% | Add +40.2% | 171,718 | $7.9M |
| Ameriprise Financial Inc. | 0.00% | Add +44.8% | 169,556 | $7.8M |
| Sigma Planning Corp | 0.21% | Add +1.0% | 166,257 | $7.7M |
| WealthCare Investment Partners, LLC | 2.21% | Add +0.9% | 164,777 | $7.6M |
| OmniStar Financial Group, Inc. | 4.42% | Add +3.9% | 163,757 | $7.5M |
| Flavin Financial Services, Inc. | 5.15% | Add +4.6% | 163,190 | $7.5M |
| Kestra Investment Management, LLC | 0.18% | Add +14.6% | 160,728 | $7.4M |
| Parcion Private Wealth LLC | 0.45% | Add +3.7% | 160,395 | $7.4M |
| Mutual Advisors, LLC | 0.16% | Reduce -0.8% | 159,072 | $7.3M |
| Walker Financial Services, Inc. | 2.61% | Reduce -26.6% | 156,385 | $7.2M |
| SilverOak Wealth Management LLC | 1.13% | Add +4.5% | 156,180 | $7.2M |
| CMH Wealth Management LLC | 1.52% | Add +4.1% | 153,339 | $7.1M |
| Level Four Advisory Services, LLC | 0.23% | Add +21.4% | 153,373 | $7.1M |
| Dentgroup LLC | 4.83% | Reduce -8.7% | 152,758 | $7.0M |
| OpenArc Corporate Advisory, LLC | 0.11% | — | 150,154 | $6.9M |
| Magnolia Capital Advisors LLC | 1.44% | Add +2.2% | 148,516 | $6.8M |
| Financial Synergies Wealth Advisors, Inc. | 0.66% | Add +19.4% | 147,921 | $6.8M |
| Baker Avenue Asset Management, LP | 0.16% | Add +2.9% | 146,956 | $6.8M |
| Wealthspan Partners, LLC | 2.46% | Add +28.9% | 146,662 | $6.8M |
| Accelerate Investment Advisors LLC | 4.54% | Reduce -2.1% | 146,298 | $6.7M |
| Parallel Advisors, LLC | 0.12% | Reduce -8.9% | 144,784 | $6.7M |
| TFB Advisors LLC | 1.86% | Add +20.2% | 144,766 | $6.7M |
| BOS Asset Management, LLC | 1.79% | Add +4.1% | 144,762 | $6.7M |
| MCF Advisors LLC | 0.37% | Add +43508.2% | 143,907 | $6.7M |
| Titleist Asset Management, LLC | 0.53% | Add +77.9% | 142,634 | $6.6M |
| Eaton Financial Holdings Company, LLC | 1.75% | Add +10.6% | 141,119 | $6.5M |
| Axis Wealth Partners, LLC | 3.52% | Add +2.5% | 138,260 | $6.4M |
| Crumly & Associates Inc. | 1.33% | Add +4.8% | 137,935 | $6.4M |
| Unique Wealth, LLC | 0.88% | Add +5.8% | 137,392 | $6.3M |
| CRA Financial Services, LLC | 0.83% | Add +14.0% | 137,289 | $6.3M |
| Nations Financial Group Inc, /Ia/ | 0.33% | Add +31.7% | 136,472 | $6.3M |
| NewEdge Wealth, LLC | 0.07% | Add +37.0% | 136,201 | $6.3M |
| Pittenger & Anderson Inc. | 0.24% | Add +154.0% | 134,703 | $6.2M |
| Mercer Global Advisors Inc. | 0.01% | Add +2.3% | 134,424 | $6.2M |
| Landmark Wealth Management, LLC | 2.34% | Add +6.8% | 133,082 | $6.1M |
| B. Riley Wealth Advisors, Inc. | 0.28% | Add +0.2% | 130,350 | $6.0M |
| IFG Advisory, LLC | 0.26% | Add +7.5% | 129,434 | $6.0M |
| Kingswood Wealth Advisors, LLC | 0.29% | Add +8.9% | 128,999 | $5.9M |
| Spinnaker Trust | 0.32% | Add +3.4% | 128,928 | $5.9M |
| Visionary Wealth Advisors | 0.27% | Reduce -3.0% | 128,632 | $5.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +66.3% | 127,867 | $5.9M |
| Lincoln Capital Corp. | 2.08% | Add +52.2% | 127,286 | $5.9M |
| Stratos Investment Management, LLC | 0.23% | Add +4.0% | 127,027 | $5.8M |
| Carnegie Investment Counsel | 0.11% | Add +25.8% | 126,222 | $5.8M |
| Primoris Wealth Advisors, LLC | 3.46% | Add +2.6% | 125,641 | $5.8M |
| Financial Management Network Inc. | 0.90% | Add +20.3% | 123,217 | $5.7M |
| OakTrust Wealth Advisors, LLC | 5.20% | — | 122,295 | $5.6M |
| Quad-Cities Investment Group, LLC | 2.31% | Add +11.3% | 121,543 | $5.6M |
| Onyx Bridge Wealth Group LLC | 0.59% | Add +0.0% | 120,577 | $5.6M |
| Comerica Bank | 0.02% | Add +16.1% | 118,747 | $5.5M |
| Betterment LLC | 0.01% | Add +11.2% | 116,703 | $5.4M |
| Prosperity Consulting Group, LLC | 0.24% | Add +8.4% | 115,823 | $5.3M |
| Clearwave Capital, LLC | 3.91% | — | 115,144 | $5.3M |
| IFP Advisors, Inc | 0.12% | Add +2.9% | 114,667 | $5.3M |
| Silverlake Wealth Management LLC | 1.18% | Add +1.6% | 114,341 | $5.3M |
| CFO4Life Group, LLC | 0.74% | Reduce -4.5% | 112,949 | $5.2M |
| &partners | 0.03% | Add +190.2% | 111,601 | $5.2M |
| Madison Wealth Partners, Inc | 0.94% | Add +2.7% | 111,743 | $5.1M |
| Davis Wealth Advisors, LLC | 4.27% | Add +8.2% | 111,596 | $5.1M |
| RDA Financial Network | 1.23% | Add +5.7% | 110,834 | $5.1M |
| Renaissance Technologies | 0.01% | Reduce -60.7% | 110,300 | $5.1M |
| Allen Capital Group, LLC | 0.46% | Reduce -5.3% | 108,715 | $5.0M |
| Smartleaf Asset Management LLC | 0.19% | Add +19.2% | 108,233 | $5.0M |
| First United Bank & Trust | 1.59% | Add +0.6% | 108,389 | $5.0M |
| M Holdings Securities, Inc. | 0.36% | New | 108,355 | $5.0M |
| Maple Capital Management, Inc. | 0.31% | Add +1.9% | 106,384 | $4.9M |
| Barry Investment Advisors, LLC | 1.08% | Add +10.2% | 104,530 | $4.8M |
| Chesley Taft & Associates LLC | 0.19% | Add +6.8% | 104,290 | $4.8M |
| Beto Financial Group, LLC | 3.23% | — | 104,324 | $4.8M |
| Spectrum Investment Advisors, Inc. | 2.40% | Add +2.1% | 103,952 | $4.8M |
| Essex Financial Services, Inc. | 0.27% | Reduce -0.1% | 102,927 | $4.7M |
| Cadia Private Client LLC | 3.72% | — | 101,939 | $4.7M |
| Strata Wealth Advisors, LLC | 1.31% | Add +35.2% | 101,876 | $4.7M |
| Keenan, LLC | 4.12% | — | 101,859 | $4.7M |
| Ipsen Advisor Group LLC | 3.33% | Add +7.0% | 101,835 | $4.7M |
| Robertson Stephens Wealth Management, LLC | 0.13% | Add +11.2% | 99,162 | $4.6M |
| Savvy Advisors, Inc. | 0.15% | Add +29.9% | 98,179 | $4.5M |
| Opal Wealth Advisors, LLC | 1.17% | Add +0.0% | 97,527 | $4.5M |
| Clear Investment Research, LLC | 7.41% | Add +9.2% | 97,039 | $4.5M |
| PKS Advisory Services, LLC | 1.01% | Add +0.7% | 96,421 | $4.4M |
| Triangle Securities Wealth Management | 0.93% | Add +4.4% | 95,390 | $4.4M |
| Ancora Advisors LLC | 0.09% | Add +211.4% | 94,641 | $4.4M |
| Flagship Harbor Advisors, LLC | 0.20% | Add +22.0% | 92,622 | $4.3M |
| Apex Wealth Management, LLC | 4.32% | Reduce -5.4% | 92,265 | $4.3M |
| Essential Planning, LLC. | 1.35% | Add +59.9% | 91,614 | $4.2M |
| InTrack Investment Management Inc | 2.29% | Add +7.8% | 89,021 | $4.1M |
| Paragon Advisors, LLC | 1.11% | Add +4.0% | 88,638 | $4.1M |
| Peterson Wealth Advisors, LLC | 0.54% | Reduce -4.7% | 88,332 | $4.1M |
| Advisor OS, LLC | 0.33% | Add +21.4% | 88,000 | $4.1M |
| Intrua Financial, LLC | 0.44% | Add +41.5% | 87,352 | $4.0M |
| Retirement Planning Group, LLC / NY | 2.72% | Reduce -1.1% | 86,078 | $4.0M |
| Principal Securities, Inc. | 0.06% | Add +64.4% | 85,778 | $3.9M |
| Family Capital Management, Inc. | 1.72% | Add +15.9% | 83,876 | $3.9M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -3.1% | 83,825 | $3.9M |
| Red Mountain Financial, LLC | 3.78% | Reduce -5.1% | 83,712 | $3.9M |
| Alexander Labrunerie & Co., Inc. | 1.35% | Reduce -1.5% | 80,291 | $3.7M |
| TritonPoint Partners, LLC | 1.97% | — | 79,748 | $3.7M |
| Tower Wealth Partners, Inc. | 2.03% | Add +15.1% | 80,153 | $3.7M |
| Ausdal Financial Partners, Inc. | 0.17% | Add +3.4% | 79,965 | $3.7M |
| Leigh Baldwin & Co., LLC | 2.37% | Add +3.8% | 78,374 | $3.6M |
| Horizon Investment Services, LLC | 1.28% | Add +4.3% | 77,460 | $3.6M |
| Fiduciary Alliance LLC | 0.23% | Add +4.3% | 77,137 | $3.6M |
| Benjamin Edwards Inc. | 0.04% | Add +8.7% | 76,538 | $3.5M |
| 21 West Wealth Management LLC | 3.14% | Add +3.0% | 74,578 | $3.4M |
| Diversify Advisory Services, LLC | 0.11% | New | 74,313 | $3.4M |
| Eagle Rock Investment Company, LLC | 0.47% | Add +10.0% | 72,901 | $3.4M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -22.0% | 72,039 | $3.3M |
| Investment Advisory Group, LLC | 0.84% | Add +0.4% | 71,185 | $3.3M |
| Shore Point Advisors, LLC | 1.37% | Add +17.6% | 77,593 | $3.2M |
| Warwick Investment Management, Inc. | 0.50% | Reduce -5.9% | 70,425 | $3.2M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -31.5% | 70,266 | $3.2M |
| Mainsail Financial Group, LLC | 1.34% | Reduce -0.3% | 70,211 | $3.2M |
| Captrust Financial Advisors | 0.01% | Reduce -5.2% | 68,979 | $3.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +44.3% | 68,292 | $3.1M |
| Future Financial Wealth Managment LLC | 2.10% | Add +3.3% | 68,017 | $3.1M |
| Sowell Financial Services LLC | 0.11% | Reduce -29.9% | 67,505 | $3.1M |
| DecisionMap Wealth Management, LLC | 1.91% | Add +38.8% | 67,320 | $3.1M |
| Ascentis Independent Advisors | 0.50% | Reduce -30.4% | 66,987 | $3.1M |
| Align Financial, LLC | 1.79% | — | 3,078,326 | $3.1M |
| Uptick Partners, LLC | 0.65% | Add +261.8% | 66,538 | $3.1M |
| XY Planning Network, Inc. | 0.53% | New | 65,969 | $3.0M |
| Canvas Wealth Advisors, LLC | 0.51% | Add +20.3% | 65,316 | $3.0M |
| Mascagni Wealth Management, Inc. | 2.21% | Add +0.8% | 64,366 | $3.0M |
| Capital Asset Advisory Services LLC | 0.12% | Add +4.6% | 64,031 | $3.0M |
| KG Capital Management | 0.76% | Add +24.8% | 63,568 | $2.9M |
| Cozad Asset Management Inc. | 0.23% | Reduce -5.6% | 63,407 | $2.9M |
| Golden State Wealth Management, LLC | 0.31% | Add +0.1% | 63,384 | $2.9M |
| Simplicity Wealth,LLC | 0.17% | Add +42.9% | 62,803 | $2.9M |
| Valley Wealth Managers, Inc. | 0.18% | Add +149.5% | 62,724 | $2.9M |
| Foronjy Financial LLC | 1.16% | Add +2.7% | 60,329 | $2.8M |
| Powell Investment Advisors, LLC | 0.96% | Add +0.0% | 59,963 | $2.8M |
| Norris Perne & French LLP | 0.18% | Add +0.0% | 60,271 | $2.8M |
| Old Mission Capital LLC | 0.11% | Add +208.3% | 60,127 | $2.8M |
| Fifth Third Securities, Inc. | 0.18% | Add +52.3% | 60,015 | $2.8M |
| Retirement Management Systems Inc. | 0.69% | — | 58,858 | $2.7M |
| Gallagher Fiduciary Advisors, LLC | 0.09% | Add +9.0% | 57,123 | $2.6M |
| Boston Partners | 0.00% | Add +35.1% | 56,010 | $2.6M |
| Barnes Pettey Financial Advisors, LLC | 1.27% | Add +21.3% | 55,588 | $2.6M |
| Verity Asset Management, Inc. | 1.09% | Reduce -46.3% | 55,225 | $2.5M |
| AdvisorNet Financial, Inc | 0.13% | Add +6.0% | 54,866 | $2.5M |
| Wingate Wealth Advisors, Inc. | 1.39% | Reduce -0.7% | 54,185 | $2.5M |
| Guardian Wealth Advisors, LLC / NC | 0.16% | Add +7.7% | 53,950 | $2.5M |
| Professional Financial Advisors, LLC | 0.50% | Reduce -0.4% | 53,241 | $2.5M |
| Transcendent Capital Group LLC | 1.11% | Add +7.3% | 53,092 | $2.4M |
| Brown Advisory Inc. | 0.00% | No change | 52,359 | $2.4M |
| Nwam LLC | 0.13% | Reduce -22.9% | 52,154 | $2.4M |
| Cerity Partners LLC | 0.00% | Add +24.6% | 52,163 | $2.4M |
| Legacy Solutions, LLC | 2.10% | Add +1.1% | 51,796 | $2.4M |
| StoneX Group Inc. | 0.10% | Add +0.3% | 51,306 | $2.4M |
| Sugar Maple Asset Management, LLC | 1.58% | New | 51,000 | $2.3M |
| SHP Wealth Management | 0.18% | — | 50,629 | $2.3M |
| Bryant Woods Investment Advisors, LLC | 0.88% | Add +19.8% | 49,409 | $2.3M |
| Fortress Financial Group, LLC | 1.67% | Add +6.0% | 48,992 | $2.3M |
| Fullerton Advisors, LLC | 2.25% | — | 48,863 | $2.2M |
| Interchange Capital Partners, LLC | 0.40% | Add +15.4% | 46,872 | $2.2M |
| Galvin, Gaustad & Stein, LLC | 0.17% | Reduce -0.7% | 46,742 | $2.2M |
| Eley Financial Management, Inc | 0.75% | Add +0.8% | 45,327 | $2.1M |
| WCG Wealth Advisors LLC | 0.06% | Add +23.0% | 45,226 | $2.1M |
| Marble Wealth, LLC | 0.29% | — | 45,103 | $2.1M |
| Woodside Wealth Management LLC | 1.54% | Add +7.0% | 44,894 | $2.1M |
| Kuhn & Co Investment Counsel | 1.37% | Add +5.0% | 44,623 | $2.1M |
| Composition Wealth, LLC | 0.03% | New | 44,280 | $2.0M |
| Bangor Savings Bank | 0.16% | No change | 44,198 | $2.0M |
| Connecticut Wealth Management, LLC | 0.09% | Add +32.3% | 43,740 | $2.0M |
| Riverbend Wealth Management, LLC | 1.25% | Reduce -3.9% | 43,112 | $2.0M |
| IRON Financial LLC | 0.85% | Reduce -8.1% | 40,276 | $1.9M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | New | 39,921 | $1.8M |
| McAdam, LLC | 0.08% | Reduce -0.8% | 39,595 | $1.8M |
| Smith, Moore & Co. | 0.14% | Add +5.8% | 39,187 | $1.8M |
| Slagle Financial, LLC | 0.63% | Reduce -3.9% | 38,930 | $1.8M |
| Vise Technologies, Inc. | 0.03% | New | 38,567 | $1.8M |
| Quadrant Capital Group LLC | 0.05% | No change | 38,010 | $1.7M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -3.9% | 37,583 | $1.7M |
| Bright Financial Advisors, Inc. | 0.82% | Add +18.9% | 37,537 | $1.7M |
| Gaddis Premier Wealth Advisors LLC | 1.30% | — | 37,251 | $1.7M |
| Rede Wealth, LLC | 0.59% | New | 36,614 | $1.7M |
| Summit Wealth Partners, LLC | 0.31% | New | 36,185 | $1.7M |
| Zacks Investment Management | 0.01% | Reduce -19.4% | 35,895 | $1.7M |
| Bond & Devick Financial Network, Inc. | 0.46% | Add +13.8% | 35,715 | $1.6M |
| Independent Financial Group, LLC | 0.04% | Add +10.2% | 35,409 | $1.6M |
| John W. Brooker & Co., CPAs | 2.89% | Reduce -11.2% | 35,081 | $1.6M |
| Foundations Investment Advisors, LLC | 0.02% | Add +41.7% | 34,944 | $1.6M |
| Berger Financial Group, Inc | 0.09% | Add +1.5% | 34,848 | $1.6M |
| JFS Wealth Advisors, LLC | 0.09% | Add +0.1% | 34,107 | $1.6M |
| Ascent Group, LLC | 0.05% | Add +2.3% | 34,016 | $1.6M |
| Capital Asset Managemnet, LLC | 1.73% | — | 33,865 | $1.6M |
| ORG Partners LLC | 0.28% | Add +13.5% | 33,559 | $1.5M |
| Cary Street Partners Financial LLC | 0.04% | Add +6.2% | 33,550 | $1.5M |
| Avidian Wealth Enterprises, LLC | 0.06% | Add +9.7% | 32,972 | $1.5M |
| Mosaic Financial Group, LLC | 1.02% | Add +0.5% | 32,422 | $1.5M |
| Gerber, LLC | 0.82% | Add +27.9% | 32,125 | $1.5M |
| Hartmann Taylor Wealth Management, LLC | 1.00% | Add +0.2% | 32,120 | $1.5M |
| Compound Planning, Inc. | 0.04% | Add +5.8% | 32,018 | $1.5M |
| Keyvantage Wealth, LLC | 0.63% | Reduce -2.4% | 31,807 | $1.5M |
| United Advisor Group, LLC | 0.19% | Add +15.0% | 31,556 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -13.0% | 31,444 | $1.4M |
| Traveka Wealth, LLC | 0.59% | Add +117.2% | 31,369 | $1.4M |
| Ballast Financial Advisors LLC | 1.48% | — | 31,264 | $1.4M |
| WealthBridge Capital Management, LLC | 0.33% | Add +7.6% | 31,020 | $1.4M |
| Allegheny Financial Group | 0.20% | Reduce -53.1% | 29,808 | $1.4M |
| Rinkey Investments | 0.34% | Reduce -25.9% | 29,251 | $1.3M |
| Abbot Financial Management, Inc. | 0.56% | Add +23.3% | 29,230 | $1.3M |
| Next Level Wealth Planning, LLC | 0.71% | Add +12.9% | 28,926 | $1.3M |
| Financial Freedom, LLC | 0.64% | Add +166.3% | 27,963 | $1.3M |
| Twin Peaks Wealth Advisors, LLC | 0.37% | Add +0.2% | 27,296 | $1.3M |
| Anchor Capital Advisors LLC | 0.04% | Reduce -0.6% | 27,109 | $1.2M |
| BIP Wealth, LLC | 0.04% | Add +314.9% | 27,095 | $1.2M |
| Steel Grove Capital Advisors, LLC | 0.13% | New | 26,988 | $1.2M |
| Centurion Wealth Management LLC | 0.27% | Add +10.0% | 26,868 | $1.2M |
| Waterfront Wealth Inc. | 0.23% | Add +3.6% | 26,326 | $1.2M |
| Assetmark, Inc. | 0.00% | Add +6.0% | 25,860 | $1.2M |
| Armor Investment Advisors, LLC | 0.44% | New | 25,749 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +24.2% | 25,454 | $1.2M |
| GWN Securities Inc. | 0.24% | Add +15.6% | 25,414 | $1.2M |
| Asempa Wealth Advisors | 1.00% | — | 25,294 | $1.2M |
| Modera Wealth Management, LLC | 0.01% | No change | 25,289 | $1.2M |
| Curtis Advisory Group, LLC | 0.24% | Add +5.6% | 25,220 | $1.2M |
| Wealth Watch Advisors, INC | 0.43% | Add +25.7% | 25,169 | $1.2M |
| National Wealth Management Group, LLC | 0.40% | New | 24,996 | $1.2M |
| Defined Wealth Management, LLC | 0.66% | Add +0.2% | 24,819 | $1.1M |
| Daybright Advisory Services, Inc. | 0.30% | — | 24,741 | $1.1M |
| Fairvoy Private Wealth, LLC | 0.25% | Add +9.8% | 24,289 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Add +0.0% | 24,114 | $1.1M |
| Bfsg, LLC | 0.11% | Add +306.5% | 23,732 | $1.1M |
| Ibex Wealth Advisors | 0.11% | Reduce -4.6% | 23,711 | $1.1M |
| VestGen Advisors, LLC | 0.05% | Reduce -69.0% | 23,541 | $1.1M |
| Forum Private Client Group LLC | 0.36% | Add +20.9% | 22,964 | $1.1M |
| Mitchell McLeod Pugh & Williams Inc. | 0.15% | Add +50.8% | 22,546 | $1.0M |
| Post Resch Tallon Group Inc. | 0.88% | Reduce -0.5% | 22,506 | $1.0M |
| CGN Advisors LLC | 0.08% | Add +3.7% | 22,298 | $1.0M |
| Box Hill Private Wealth LLC | 1.04% | — | 22,290 | $1.0M |
| CreativeOne Wealth, LLC | 0.02% | Add +44.8% | 22,169 | $1.0M |
| Bank of Montreal | 0.00% | Add +19.0% | 22,119 | $1.0M |
| Valley Financial Group, Inc. | 0.57% | Reduce -24.5% | 21,979 | $1.0M |
| Founders Financial Alliance, LLC | 0.19% | New | 21,620 | $995K |
| Insight Wealth Strategies, LLC | 0.11% | Add +22.1% | 21,404 | $985K |
| Cosner Financial Group, LLC | 0.50% | Add +2.0% | 21,281 | $980K |
| Qube Research & Technologies Ltd | 0.00% | Add +125.2% | 21,262 | $979K |
| Chris Bulman Inc | 0.42% | Add +14.1% | 20,854 | $960K |
| Indie Asset Partners, LLC | 1.07% | Add +26.4% | 20,786 | $957K |
| Commons Capital, LLC | 0.67% | Add +13.4% | 20,736 | $955K |
| Traynor Capital Management, Inc. | 0.05% | Add +92.7% | 20,575 | $947K |
| Register Financial Advisors LLC | 0.37% | Reduce -2.1% | 20,570 | $947K |
| King Wealth Management Group | 0.11% | Reduce -1.8% | 20,529 | $945K |
| NCM Capital Management, LLC | 0.35% | Add +0.5% | 20,341 | $937K |
| Cedar Point Capital Partners, LLC | 0.60% | Reduce -3.3% | 20,314 | $935K |
| Latitude Advisors, LLC | 0.41% | Add +4.2% | 20,299 | $935K |
| Hilltop Holdings Inc. | 0.06% | Reduce -7.3% | 20,088 | $925K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -11.0% | 19,794 | $911K |
| Regal Investment Advisors LLC | 0.05% | New | 19,436 | $895K |
| Hoxton Planning & Management, LLC | 0.26% | Reduce -1.3% | 18,903 | $870K |
| Two Sigma Securities, LLC | 0.12% | Add +63.0% | 18,840 | $867K |
| Camelot Portfolios, LLC | 0.54% | Reduce -1.6% | 18,747 | $863K |
| First Bank & Trust | 0.14% | Add +74.2% | 18,534 | $853K |
| NWF Advisory Services Inc. | 0.09% | Add +109.9% | 18,324 | $844K |
| Trust Investment Advisors | 0.45% | No change | 18,292 | $842K |
| Mma Asset Management LLC | 0.30% | Reduce -16.9% | 18,267 | $841K |
| Baron Silver Stevens Financial Advisors, LLC | 0.12% | No change | 18,240 | $840K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.10% | Add +6.8% | 18,114 | $834K |
| Kearns & Associates LLC | 0.43% | No change | 18,035 | $830K |
| CoreCap Advisors, LLC | 0.03% | Add +22.2% | 17,904 | $824K |
| RCW Management, LLC | 0.82% | — | 17,723 | $816K |
| Insight Advisors, LLC/ PA | 0.12% | Add +0.4% | 17,697 | $815K |
| Venture Visionary Partners LLC | 0.03% | New | 16,971 | $781K |
| Barnes Wealth Management Group, Inc | 0.41% | Add +3.3% | 16,785 | $773K |
| Goldman Sachs Group Inc. | 0.00% | Add +33.4% | 16,535 | $761K |
| Clearstead Trust, LLC | 0.12% | Add +31.7% | 16,525 | $761K |
| Plan A Wealth LLC | 0.37% | Add +74.6% | 16,500 | $760K |
| Brookwood Investment Group LLC | 0.09% | Reduce -43.6% | 16,409 | $755K |
| Apollon Financial, LLC | 0.11% | New | 16,281 | $750K |
| Sunbelt Securities, Inc. | 0.05% | Add +0.7% | 16,073 | $740K |
| World Equity Group, Inc. | 0.20% | Add +0.0% | 15,891 | $732K |
| Benchmark Financial Wealth Advisors, LLC | 0.21% | Add +13.9% | 15,753 | $725K |
| Planning Project LLC | 0.18% | — | 15,678 | $722K |
| Fell Capital Management | 0.70% | — | 15,660 | $721K |
| LaSalle St. Investment Advisors, LLC | 0.12% | Add +51.5% | 15,610 | $718K |
| MidAtlantic Capital Management, Inc. | 0.46% | Reduce -1.6% | 15,541 | $716K |
| National Bank of Canada | 0.00% | Add +1.7% | 15,251 | $702K |
| AMG National Trust Bank | 0.02% | No change | 14,748 | $679K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +28.0% | 14,415 | $664K |
| Cadence Bank | 0.04% | New | 14,387 | $662K |
| Brown Financial Advisory | 0.33% | No change | 14,285 | $658K |
| Park Avenue Securities LLC | 0.01% | Add +4.1% | 14,184 | $653K |
| Dupree Financial Group, LLC | 0.24% | Add +1.6% | 14,135 | $651K |
| Soltis Investment Advisors LLC | 0.04% | Reduce -79.8% | 14,088 | $649K |
| Asset One Wealth Management LLC | 0.09% | — | 14,048 | $645K |
| Integrity Alliance, Llc. | 0.02% | New | 13,968 | $643K |
| Regatta Capital Group, LLC | 0.10% | Add +0.0% | 13,849 | $638K |
| Money Concepts Capital Corp. | 0.04% | Add +168.7% | 13,795 | $635K |
| Marshall Financial Group, LLC | 0.12% | Reduce -4.2% | 13,505 | $622K |
| McElhenny Sheffield Capital Management, LLC | 0.15% | Add +0.3% | 13,006 | $599K |
| William Howard & Co Financial Advisors Inc | 0.50% | No change | 12,964 | $597K |
| Burns Matteson Capital Management, LLC | 0.24% | No change | 12,943 | $596K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +9.2% | 12,868 | $592K |
| Element Wealth, LLC | 0.24% | Add +21.6% | 12,709 | $585K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +11.6% | 12,683 | $584K |
| Towercrest Capital Management | 0.09% | Add +19.0% | 12,636 | $582K |
| MontVue Capital Management, Inc. | 0.39% | Reduce -0.7% | 12,613 | $581K |
| Cadent Capital Advisors, LLC | 0.15% | Add +1.1% | 12,480 | $575K |
| Bokf, NA | 0.01% | New | 12,470 | $574K |
| Focus Financial Network, Inc. | 0.02% | Reduce -0.9% | 12,348 | $572K |
| Miller Financial Services LLC | 0.67% | No change | 12,390 | $570K |
| Merit Financial Group, LLC | 0.00% | Add +154.6% | 12,333 | $568K |
| KOM Wealth Management Group, LLC | 0.40% | Add +32.3% | 12,272 | $565K |
| Gould Asset Management LLC | 0.10% | New | 12,245 | $564K |
| Strategic Blueprint, LLC | 0.03% | Reduce -77.8% | 12,013 | $553K |
| Seelaus Asset Management LLC | 0.45% | Add +1.1% | 11,995 | $552K |
| AQR Capital Management | 0.00% | Add +69.9% | 11,964 | $551K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -3.7% | 11,912 | $548K |
| Keystone Financial Group | 0.04% | Add +14.8% | 11,848 | $545K |
| Thoroughbred Financial Services, LLC | 0.03% | Reduce -5.9% | 11,655 | $536K |
| Boston Family Office LLC | 0.03% | No change | 11,574 | $533K |
| Summit Wealth Group LLC / Co. | 0.07% | New | 11,528 | $531K |
| Elevation Wealth Management LLC | 0.51% | — | 11,388 | $527K |
| Sensenig Capital Advisors, Inc | 0.53% | — | 11,373 | $524K |
| Kraft, Davis & Associates, LLC | 0.12% | Add +1.9% | 11,330 | $523K |
| PFG Investments, LLC | 0.02% | Reduce -2.7% | 11,251 | $518K |
| SageView Advisory Group, LLC | 0.02% | Reduce -5.4% | 11,227 | $517K |
| Cape Investment Advisory, Inc. | 0.16% | Reduce -20.8% | 11,143 | $513K |
| Lakeshore Capital Group, Inc. | 0.41% | Reduce -66.0% | 11,030 | $508K |
| International Private Wealth Advisors LLC | 0.32% | Reduce -24.2% | 10,933 | $503K |
| Winebrenner Capital Management LLC | 0.33% | Add +1.1% | 10,837 | $499K |
| Gateway Wealth Partners, LLC | 0.05% | Reduce -15.9% | 10,649 | $490K |
| Westview Management dba Westview Investment Advisors | 0.23% | — | 10,648 | $490K |
| Vantage Point Financial LLC | 0.17% | Add +20.8% | 10,625 | $489K |
| Urban Wealth Management, LLC | 0.45% | — | 10,595 | $488K |
| Arrowroot Family Office, LLC | 0.18% | Reduce -3.1% | 10,466 | $482K |
| GreatBanc Trust CO | 0.32% | No change | 10,000 | $460K |
| Kure Advisory, LLC | 0.26% | No change | 9,929 | $457K |
| Trademark Financial Management, LLC | 0.25% | Add +35.9% | 9,810 | $452K |
| Lazari Capital Management, Inc. | 0.15% | Reduce -9.7% | 9,797 | $451K |
| HB Wealth Management, LLC | 0.00% | Add +8.3% | 9,793 | $451K |
| Compass Advisory Group LLC | 0.12% | Reduce -15.8% | 9,664 | $448K |
| Breakwater Capital Group | 0.06% | Reduce -4.4% | 9,513 | $438K |
| Endeavor Private Wealth, Inc. | 0.13% | Add +26.9% | 9,429 | $437K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | New | 9,448 | $435K |
| Fiduciary Trust Co | 0.00% | No change | 9,330 | $430K |
| Fisher Asset Management | 0.00% | Reduce -0.0% | 9,318 | $429K |
| Vantage Financial Partners, LLC | 0.09% | Reduce -6.5% | 9,221 | $425K |
| RPS Advisory Solutions LLC | 0.20% | Reduce -8.1% | 9,215 | $424K |
| Greenspring Advisors, LLC | 0.03% | New | 9,172 | $422K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -8.7% | 8,794 | $405K |
| Plus Group Wealth Advisors LLC | 0.45% | — | 8,719 | $401K |
| Capital Square, LLC | 0.20% | Reduce -13.3% | 8,654 | $398K |
| Strategic Family Wealth Counselors, L.L.C. | 0.09% | No change | 8,638 | $397K |
| Cornerstone Planning Group LLC | 0.06% | Add +680.9% | 8,465 | $391K |
| Essex LLC | 0.07% | New | 8,468 | $390K |
| Caliber Wealth Management, LLC / KS | 0.04% | New | 8,394 | $386K |
| EP Wealth Advisors, LLC | 0.00% | — | 8,331 | $384K |
| Dudley Capital Management, LLC | 0.17% | No change | 8,280 | $381K |
| Signet Financial Management, LLC | 0.04% | No change | 8,155 | $375K |
| Cibc World Market Inc. | 0.00% | Add +33.8% | 8,130 | $374K |
| LCW Services, LLC | 0.20% | — | 8,035 | $370K |
| Pasadena Private Wealth, LLC | 0.05% | Reduce -57.3% | 8,019 | $369K |
| Permanent Capital Management, LP | 0.07% | No change | 7,942 | $368K |
| Aurora Private Wealth, Inc. | 0.24% | — | 7,907 | $364K |
| First American Trust, FSB | 0.03% | New | 7,896 | $364K |
| Marks Group Wealth Management, Inc | 0.03% | New | 7,751 | $357K |
| Novem Group | 0.04% | Add +12.9% | 7,630 | $351K |
| Waterway Wealth Management, LLC | 0.08% | New | 7,576 | $349K |
| Wedbush Securities Inc. | 0.01% | Add +23.5% | 7,542 | $347K |
| AssuredPartners Investment Advisors, LLC | 0.05% | Reduce -58.1% | 7,430 | $342K |
| Diversified Trust Co. | 0.01% | Add +0.7% | 7,397 | $341K |
| High Falls Advisors, Inc | 0.07% | Add +5.3% | 7,344 | $338K |
| CGC Financial Services, LLC | 0.09% | Add +15.9% | 7,218 | $332K |
| Wealth Quarterback LLC | 0.12% | Add +4.7% | 7,130 | $328K |
| Advisors Asset Management, Inc. | 0.01% | Add +110.4% | 6,976 | $321K |
| Pitcairn Wealth Advisors LLC | 0.03% | — | 6,962 | $321K |
| James J. Burns & Company, LLC | 0.04% | Add +8.7% | 6,784 | $312K |
| AE Wealth Management LLC | 0.00% | Add +65.1% | 6,764 | $311K |
| Tudor Investment Corporation | 0.00% | New | 6,674 | $307K |
| Beacon Capital Management, LLC | 0.05% | Add +28.5% | 6,623 | $305K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -49.9% | 6,589 | $303K |
| Synergy Investment Management, LLC | 0.11% | No change | 6,500 | $299K |
| Cornell Pochily Investment Advisors, Inc. | 0.09% | Reduce -30.3% | 6,483 | $298K |
| Kovack Advisors, Inc. | 0.01% | New | 6,363 | $293K |
| Leavell Investment Management, Inc. | 0.01% | New | 6,235 | $289K |
| Kingsman Wealth Management, Inc. | 0.15% | Add +22.2% | 6,191 | $285K |
| TCFG Wealth Management, LLC | 0.11% | Add +6.8% | 6,092 | $280K |
| Polaris Investment Advisors, LLC | 0.20% | — | 6,090 | $280K |
| Keel Point, LLC | 0.02% | Reduce -0.4% | 6,049 | $279K |
| PUREfi Wealth, LLC | 0.21% | New | 5,980 | $275K |
| Cardinal Point Capital Management ULC | 0.02% | No change | 5,930 | $275K |
| ADG Wealth Management Group, LLC | 0.21% | New | 5,913 | $272K |
| American Trust | 0.02% | Add +0.8% | 5,882 | $271K |
| Aviso Financial Inc. | 0.01% | No change | 5,838 | $269K |
| Capital CS Group, LLC | 0.42% | Reduce -6.9% | 5,795 | $267K |
| TD Private Client Wealth LLC | 0.01% | Add +17.1% | 5,628 | $259K |
| Bay Capital Advisors, LLC | 0.16% | Reduce -8.0% | 5,560 | $256K |
| Snider Financial Group | 0.07% | New | 5,534 | $255K |
| Saxon Interests, Inc. | 0.09% | Add +0.7% | 5,498 | $253K |
| Savant Capital, LLC | 0.00% | New | 5,482 | $252K |
| Old Mission Investment Co LLC | 0.06% | No change | 5,350 | $248K |
| Trustmark Bank Trust Department | 0.02% | No change | 5,300 | $244K |
| Greatmark Investment Partners, Inc. | 0.03% | New | 5,225 | $241K |
| Reicon Wealth Advisors, LLC | 0.18% | — | 5,200 | $239K |
| Garton & Associates Financial Advisors LLC | 0.14% | — | 5,163 | $238K |
| Milestone Asset Management, LLC | 0.04% | Reduce -36.6% | 5,162 | $238K |
| SageGuard Financial Group, LLC | 0.04% | — | 5,151 | $237K |
| Liberty Wealth Management LLC | 0.03% | Reduce -15.1% | 5,009 | $232K |
| Glenview Trust Co | 0.00% | New | 4,936 | $227K |
| Advyzon Investment Management, LLC | 0.03% | New | 4,927 | $227K |
| Fermata Advisors, LLC | 0.05% | Reduce -26.4% | 4,733 | $218K |
| Ledyard National Bank | 0.02% | Reduce -12.6% | 4,729 | $218K |
| Performance Wealth Partners, LLC | 0.01% | No change | 4,549 | $209K |
| Jaffetilchin Investment Partners, LLC | 0.01% | New | 4,529 | $209K |
| Signature Equity Partners, LLC | 0.11% | — | 4,495 | $207K |
| Leo Wealth, LLC | 0.01% | New | 4,469 | $206K |
| Roxbury Financial LLC | 0.18% | Add +12.7% | 4,348 | $200K |
| Private Trust Co. NA | 0.02% | Add +125.3% | 4,134 | $190K |
| Glass Jacobson Investment Advisors llc | 0.06% | Add +0.3% | 3,651 | $168K |
| Barnes Dennig Private Wealth Management LLC | 0.16% | Add +1.1% | 3,546 | $163K |
| Ransom Advisory, Ltd | 0.06% | New | 3,500 | $161K |
| CIBC Private Wealth Group LLC | 0.00% | Add +52.9% | 3,157 | $145K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | No change | 3,123 | $144K |
| Private Wealth Asset Management, LLC | 0.01% | Reduce -20.7% | 2,952 | $136K |
| Whittier Trust Co. | 0.00% | New | 2,668 | $123K |
| Ogorek Anthony Joseph /NY/ | 0.03% | No change | 2,650 | $122K |
| Financial Management Professionals, Inc. | 0.01% | No change | 2,330 | $108K |
| Optima Capital LLC | 0.05% | New | 2,311 | $107K |
| Wellington-Altus USA Inc. | 0.08% | — | 2,300 | $106K |
| Clarity Asset Management, Inc. | 0.06% | Add +0.4% | 2,290 | $105K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.1% | 2,218 | $102K |
| Godfrey Financial Associates, Inc. | 0.08% | — | 2,022 | $92K |
| Archer Investment Corp | 0.02% | Add +478.3% | 1,891 | $87K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -2.9% | 1,820 | $84K |
| Rothschild Investment LLC | 0.00% | New | 1,705 | $78K |
| Fifth Third Bancorp | 0.00% | Add +59.1% | 1,699 | $78K |
| Bogart Wealth, LLC | 0.00% | No change | 1,574 | $72K |
| Chung Wu Investment Group, LLC | 0.06% | No change | 1,500 | $69K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 1,445 | $67K |
| Strategic Investment Solutions, Inc. | 0.01% | Add +1.1% | 1,292 | $59K |
| Creative Capital Management Investments LLC | 0.02% | No change | 1,241 | $57K |
| Lanark Financial, Inc. | 0.00% | No change | 1,211 | $56K |
| Darwin Wealth Management, LLC | 0.02% | Add +1.1% | 1,097 | $51K |
| Key Capital Management, INC | 0.05% | — | 1,062 | $49K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 834 | $38K |
| Maryland Capital Advisors Inc. | 0.01% | No change | 823 | $38K |
| Tucker Asset Management LLC | 0.01% | New | 793 | $37K |
| Caldwell Trust Co | 0.00% | No change | 746 | $34K |
| Rialto Wealth Management, LLC | 0.01% | New | 702 | $32K |
| 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% | 559 | $26K |
| Financial Perspectives, Inc | 0.01% | Add +51.4% | 542 | $25K |
| Root Financial Partners, LLC | 0.00% | New | 537 | $25K |
| Sound Income Strategies, LLC | 0.00% | Add +2368.4% | 469 | $22K |
| US Bancorp \de | 0.00% | New | 432 | $20K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -76.5% | 380 | $17K |
| Fairway Wealth LLC | 0.00% | New | 326 | $15K |
| Miller Capital Partners, Inc. | 0.01% | — | 305 | $14K |
| Godsey & Gibb, Inc. | 0.00% | New | 288 | $13K |
| Ameriflex Group, Inc. | 0.01% | Add +53.0% | 257 | $12K |
| General Partner, Inc. | 0.01% | New | 230 | $11K |
| Crews Bank & Trust | 0.00% | Reduce -30.8% | 225 | $10K |
| Bayban | 0.01% | — | 217 | $10K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 211 | $10K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -93.2% | 203 | $9K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +0.5% | 191 | $9K |
| SJS Investment Consulting Inc. | 0.00% | New | 177 | $8K |
| Tanglewood Legacy Advisors, LLC | 0.00% | New | 143 | $7K |
| LGT Financial Advisors LLC | 0.04% | No change | 136 | $6K |
| Abound Wealth Management | 0.00% | Add +146.7% | 111 | $5K |
| Johnson Financial Group, Inc. | 0.00% | New | 108 | $5K |
| Russell Investments Group, Ltd. | 0.00% | Add +1175.0% | 102 | $5K |
| Signaturefd, LLC | 0.00% | New | 100 | $5K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 92 | $4K |
| Elevated Capital Advisors, LLC | 0.00% | New | 83 | $4K |
| Salomon & Ludwin, LLC | 0.00% | No change | 81 | $4K |
| Crewe Advisors LLC | 0.00% | New | 69 | $3K |
| Colonial Trust Advisors | 0.00% | New | 68 | $3K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 57 | $3K |
| Wilkerson Advisory Group LLC | 0.00% | — | 48 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -75.6% | 39 | $2K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 37 | $2K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -46.5% | 31 | $1K |
| First Community Trust NA | 0.00% | No change | 14 | $645 |
| Kozak & Associates, Inc. | 0.00% | No change | 13 | $606 |
| Affinity Wealth LLC | 0.00% | Reduce -10.0% | 9 | $414 |
| Citigroup Inc. | 0.00% | Reduce -75.0% | 1 | $46 |
| BlackRock, Inc. | 0.00% | No change | 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.