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Fidelity Total Bond ETF (FBND) Institutional Ownership

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$44.92 -0.01 (-0.02%)
Closing price 01/17/2025 04:10 PM Eastern
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$44.91 -0.01 (-0.01%)
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Institutional Ownership Changes (13F Filings) for Fidelity Total Bond ETF (NYSEARCA:FBND)

Number of
Institutional Buyers
(last 12 months)
418
Total
Institutional Inflows
(last 12 months)
$2.57B
Number of
Institutional Sellers
(last 12 months)
149
Total
Institutional Outflows
(last 12 months)
$395.26M
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FBND Institutional Buying and Selling by Quarter

Fidelity Total Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Galvin Gaustad & Stein LLC48,479$2.18M0.2%+0.8%0.024%
1/17/2025 Cedar Point Capital Partners LLC34,139$1.53M1.0%+6.4%0.017%
1/17/2025 Peterson Wealth Advisors LLC112,366$5.04M0.9%+257.9%0.056%
1/17/2025 D.B. Root & Company LLC4,816$216K0.1%-13.9%0.002%
1/17/2025 Mutual Advisors LLC39,150$1.76M0.1%+15.2%0.020%
1/17/2025 Traynor Capital Management Inc.10,615$476K0.0%-14.7%0.005%
1/17/2025 Janney Montgomery Scott LLC130,516$5.86M0.0%+15.6%0.065%
1/17/2025 Baker Ellis Asset Management LLC297,983$13.37M2.0%+1.7%0.149%
1/17/2025 Daymark Wealth Partners LLC5,296$238K0.0%-6.9%0.003%
1/17/2025 Investment Advisory Group LLC72,632$3.26M1.1%+21.1%0.036%
1/17/2025 Genesis Private Wealth LLC263,732$11.83M6.5%N/A0.132%
1/17/2025 Octavia Wealth Advisors LLC1,463,599$66.02M8.0%+5.9%0.733%
1/17/2025 Chesley Taft & Associates LLC76,230$3.42M0.2%+25.7%0.038%
1/16/2025 First United Bank & Trust81,461$3.66M1.3%+45.5%0.041%
1/16/2025 Aspiriant LLC416,563$18.69M0.7%+6.5%0.209%
1/16/2025 CMH Wealth Management LLC138,891$6.27M1.4%+7.8%0.070%
1/16/2025 Koshinski Asset Management Inc.18,955$850K0.0%-1.4%0.009%
1/16/2025 Shore Point Advisors LLC60,276$2.71M1.5%-2.6%0.030%
1/16/2025 Capital Wealth Management LLC309,229$13.88M5.9%+1.6%0.155%
1/16/2025 LPF Advisors LLC252,202$11.32M9.5%+5.7%0.126%
1/16/2025 Financial Freedom LLC2,452$110K0.1%-14.8%0.001%
1/16/2025 Diversify Wealth Management LLC172,373$7.67M0.6%+1.0%0.086%
1/15/2025 Wealth Alliance Advisory Group LLC578,236$25.95M5.5%+0.8%0.290%
1/15/2025 Walker Financial Services Inc.361,548$16.22M9.4%+21.9%0.181%
1/15/2025 Triangle Securities Wealth Management42,077$1.89M0.5%+49.7%0.021%
1/15/2025 TruWealth Advisors LLC1,740,086$78.08M4.7%+44.6%0.872%
1/15/2025 Ameritas Advisory Services LLC1,029,253$46.18M1.6%+50.6%0.516%
1/15/2025 Financial & Tax Architects LLC284,242$12.75M3.2%N/A0.142%
1/15/2025 CGN Advisors LLC20,429$917K0.1%+34.8%0.010%
1/15/2025 Arkadios Wealth Advisors67,383$3.02M0.2%+139.7%0.034%
1/15/2025 InTrack Investment Management Inc34,796$1.55M1.1%+41.9%0.017%
1/15/2025 TrueWealth Advisors LLC114,224$5.13M1.7%+15.6%0.057%
1/15/2025 LongView Wealth Management156,430$7.02M2.1%+8.3%0.078%
1/15/2025 Sax Wealth Advisors LLC1,394,635$62.58M4.9%+94.0%0.699%
1/15/2025 Householder Group Estate & Retirement Specialist LLC666$29K0.0%-53.6%0.000%
1/15/2025 Saxon Interests Inc.5,465$245K0.1%-32.0%0.003%
1/15/2025 Wealthcare Advisory Partners LLC1,078,366$48.39M1.3%+5.3%0.540%
1/15/2025 Wealthcare Capital Management LLC7,935$356K0.0%+3.0%0.004%
1/15/2025 RDA Financial Network87,343$3.92M1.1%+68.9%0.044%
1/15/2025 Sard Wealth Management Group LLC488,984$21.94M14.7%-0.2%0.245%
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1/15/2025 Goldstone Financial Group LLC270,986$12.16M1.9%+4.5%0.136%
1/15/2025 Capital Planning LLC67,562$3.05M0.8%+122.1%0.034%
1/15/2025 KMG Fiduciary Partners LLC106,683$4.79M0.4%+72.3%0.053%
1/15/2025 Occidental Asset Management LLC357,644$16.05M2.5%+3.8%0.179%
1/15/2025 Eagle Rock Investment Company LLC48,905$2.19M0.4%+7.6%0.025%
1/15/2025 Certified Advisory Corp397,080$17.82M1.9%+2.0%0.199%
1/15/2025 Harbor Group Inc.918,090$41.20M9.2%+3.9%0.460%
1/15/2025 Fermata Advisors LLC964,442$43.28M8.1%-7.9%0.483%
1/15/2025 Ritholtz Wealth Management1,855,006$83.23M2.4%+5.4%0.930%
1/15/2025 Carnegie Investment Counsel86,616$3.89M0.1%+13.8%0.043%
1/15/2025 Tallon Kerry Patrick22,246$999K1.0%N/A0.011%
1/14/2025 Steph & Co.211,934$9.51M3.2%-13.0%0.106%
1/14/2025 ERn Financial LLC22,747$1.02M0.2%+2.7%0.011%
1/14/2025 Park Avenue Securities LLC13,334$598K0.0%-20.9%0.007%
1/14/2025 Mayfair Advisory Group LLC149,102$6.69M3.9%-17.9%0.075%
1/14/2025 Sherrill & Hutchins Financial Advisory Inc823,928$36.97M32.7%+3.9%0.413%
1/14/2025 Quad Cities Investment Group LLC85,680$3.84M1.9%+34.1%0.043%
1/14/2025 Crane Advisory LLC1,050,079$47.12M8.3%-3.7%0.526%
1/14/2025 Breakwater Capital Group9,870$443K0.1%-9.3%0.005%
1/14/2025 Capital CS Group LLC7,261$326K0.4%+17.7%0.004%
1/14/2025 PCA Investment Advisory Services Inc.9,689$435K0.2%-5.8%0.005%
1/14/2025 Professional Financial Advisors LLC45,849$2.06M0.5%+4.0%0.023%
1/13/2025 Unique Wealth LLC37,073$1.66M0.3%-22.6%0.019%
1/13/2025 AdvisorNet Financial Inc60,255$2.70M0.2%-2.1%0.030%
1/13/2025 Sentinel Pension Advisors Inc.296,307$13.30M2.5%+1.1%0.148%
1/13/2025 Signet Financial Management LLC8,155$366K0.0%+50.9%0.004%
1/13/2025 Atmos Advisory LLC17,711$795K0.6%N/A0.009%
1/13/2025 Courier Capital LLC258,695$11.61M0.8%+73.3%0.130%
1/13/2025 Pallas Capital Advisors LLC610,684$27.40M1.2%-48.5%0.306%
1/13/2025 Accelerate Investment Advisors LLC129,393$5.81M5.1%+7.2%0.065%
1/13/2025 Cooper Financial Group129,780$5.82M0.7%+5.5%0.065%
1/13/2025 Cadent Capital Advisors LLC11,911$534K0.2%+13.4%0.006%
1/13/2025 Capital Investment Advisors LLC4,775$214K0.0%N/A0.002%
1/13/2025 Brookstone Capital Management694,526$31.16M0.5%+9.8%0.348%
1/13/2025 EWG Elevate Inc.25,639$1.15M0.4%+24.9%0.013%
1/13/2025 Paragon Advisors LLC113,110$5.08M1.7%+26.5%0.057%
1/10/2025 Wealth Enhancement Advisory Services LLC141,537$6.62M0.0%-0.5%0.071%
1/10/2025 ORG Partners LLC43,300$1.94M0.3%+9.9%0.022%
1/7/2025 Bangor Savings Bank45,535$2.04M0.2%-4.6%0.023%
1/6/2025 Insight Wealth Strategies LLC16,317$732K0.1%+12.1%0.008%
1/3/2025 Dentgroup LLC186,756$8.38M6.4%-19.2%0.094%
12/26/2024JPMorgan Chase & Co.5,169,480$241.62M0.0%+11.2%2.591%
12/13/2024B. Riley Wealth Advisors Inc.25,581$1.20M0.0%+5.0%0.013%
11/26/2024Peapack Gladstone Financial Corp80,450$3.76M0.1%+24.1%0.040%
11/25/2024Wilmington Savings Fund Society FSB1,857$87K0.0%N/A0.001%
11/25/2024World Investment Advisors LLC184,410$8.62M0.2%+23.2%0.092%
11/25/2024Sanctuary Advisors LLC18,604$845K0.0%+27.0%0.009%
11/18/2024Soltis Investment Advisors LLC79,630$3.72M0.4%+0.9%0.040%
11/18/2024Rehmann Capital Advisory Group607,861$28.41M1.9%+16.2%0.305%
11/18/2024Sunbelt Securities Inc.13,166$615K0.1%+8.7%0.007%
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11/15/2024Executive Wealth Management LLC74,196$3.47M0.3%N/A0.037%
11/15/2024MML Investors Services LLC1,736,941$81.19M0.3%+14.4%0.870%
11/15/2024Mosaic Financial Group LLC27,032$1.26M0.9%+39.6%0.014%
11/15/2024Orion Portfolio Solutions LLC99,046$4.63M0.1%+25.0%0.050%
11/15/2024Zacks Investment Management122,716$5.74M0.0%+578.0%0.061%
11/15/2024National Bank of Canada FI5,000$234K0.0%-40.7%0.003%
11/15/2024Jane Street Group LLC753,094$35.20M0.0%+75.5%0.377%
11/15/2024Stifel Financial Corp254,511$11.90M0.0%+309.1%0.128%
11/15/2024SageView Advisory Group LLC40,273$1.88M0.1%-11.9%0.020%
11/15/2024IHT Wealth Management LLC9,953$465K0.0%N/A0.005%
(Data available from 1/1/2016 forward)

FBND Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FBND shares?

During the previous two years, 540 institutional investors and hedge funds held shares of Fidelity Total Bond ETF. The most heavily invested institutionals were FMR LLC ($589.12M), Country Trust Bank ($278.58M), JPMorgan Chase & Co. ($241.62M), RFG Advisory LLC ($188.96M), Envestnet Asset Management Inc. ($171.82M), Mather Group LLC. ($165.69M), and Legacy Wealth Management Inc ($137.29M).Learn more on FBND's institutional investors.

Which institutional investors have been buying Fidelity Total Bond ETF stock?

Of the 514 institutional investors that purchased Fidelity Total Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: RFG Advisory LLC ($4.62M), Mather Group LLC. ($3.54M), JPMorgan Chase & Co. ($3.43M), Legacy Wealth Management Inc ($3.00M), Envestnet Asset Management Inc. ($2.50M), FMR LLC ($2.35M), and Blue Chip Partners LLC ($2.29M).

How much institutional buying is happening at Fidelity Total Bond ETF?

Institutional investors have bought a total of 109,366,043 shares in the last 24 months. This purchase volume represents approximately $4.96B in transactions.

Which Fidelity Total Bond ETF major shareholders have been selling company stock?

Of the 207 institutional investors that sold Fidelity Total Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sequoia Financial Advisors LLC ($2.19M), Jane Street Group LLC ($782.14K), Axxcess Wealth Management LLC ($620.13K), RFG Advisory LLC ($595.76K), Country Trust Bank ($591.44K), Pallas Capital Advisors LLC ($574.10K), and Wealth Enhancement Advisory Services LLC ($542.30K).

How much institutional selling is happening at Fidelity Total Bond ETF?

Institutional investors have sold a total of 13,050,650 shares in the last 24 months. This volume of shares sold represents approximately $592.15M in transactions.



This page (NYSEARCA:FBND) was last updated on 1/21/2025 by MarketBeat.com Staff
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