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Fidelity Total Bond ETF (FBND) Institutional Ownership

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$45.03 +0.13 (+0.29%)
Closing price 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Fidelity Total Bond ETF (NYSEARCA:FBND)

Number of
Institutional Buyers
(last 12 months)
522
Total
Institutional Inflows
(last 12 months)
$4.12B
Number of
Institutional Sellers
(last 12 months)
187
Total
Institutional Outflows
(last 12 months)
$456.98M
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FBND Institutional Buying and Selling by Quarter

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Fidelity Total Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025Members Wealth LLC184,837$8.44M6.4%-3.4%0.045%
4/15/2025First United Bank & Trust102,359$4.67M1.7%+25.7%0.025%
4/15/2025GPS Wealth Strategies Group LLC1,857$85K0.0%+240.7%0.000%
4/15/2025Baker Ellis Asset Management LLC332,939$15.20M2.2%+11.7%0.081%
4/15/2025Chris Bulman Inc24,389$1.11M0.7%-8.4%0.006%
4/15/2025McKinley Carter Wealth Services Inc.1,905,268$86.98M5.3%+22.9%0.466%
4/15/2025InTrack Investment Management Inc36,148$1.65M1.5%+3.9%0.009%
4/15/2025Ipsen Advisor Group LLC85,241$3.89M3.3%+2.1%0.021%
4/15/2025Ibex Wealth Advisors25,840$1.18M0.2%-4.1%0.006%
4/15/2025Paragon Advisors LLC106,704$4.87M1.8%-5.7%0.026%
4/15/2025Simplicity Wealth LLC10,538$481K0.0%N/A0.003%
4/15/2025Wealthcare Advisory Partners LLC1,147,484$52.38M1.4%+6.4%0.281%
4/14/2025 Octavia Wealth Advisors LLC1,473,666$67.54M8.2%+0.7%0.360%
4/14/2025 International Private Wealth Advisors LLC18,602$849K0.8%-1.8%0.005%
4/14/2025 Investment Advisory Group LLC69,820$3.19M1.1%-3.9%0.017%
4/14/2025 Pallas Capital Advisors LLC850,394$38.82M1.6%+39.3%0.208%
4/14/2025 Farther Finance Advisors LLC205,008$9.38M0.2%+5.6%0.050%
4/14/2025 CMH Wealth Management LLC140,331$6.41M1.6%+1.0%0.034%
4/14/2025 Courier Capital LLC252,159$11.51M0.8%-2.5%0.062%
4/14/2025 McCarthy & Cox5,450$249K0.1%N/A0.001%
4/14/2025 CGC Financial Services LLC5,738$262K0.1%-10.9%0.001%
4/14/2025 Park Avenue Securities LLC22,559$1.03M0.0%+69.2%0.006%
4/14/2025 One Plus One Wealth Management LLC20,183$921K0.5%+10.0%0.005%
4/14/2025 KMG Fiduciary Partners LLC291,909$13.33M1.1%+173.6%0.071%
4/14/2025 Dentgroup LLC149,639$6.83M5.1%-19.9%0.037%
4/14/2025 RDA Financial Network88,680$4.05M1.2%+1.5%0.022%
4/14/2025 Sentinel Pension Advisors LLC291,099$13.29M2.4%-1.8%0.071%
4/11/2025 LPF Advisors LLC268,452$12.26M10.0%+6.4%0.066%
4/11/2025 OLIO Financial Planning854,166$38.99M13.5%+11.5%0.209%
4/11/2025 KFG Wealth Management LLC595,410$27.18M4.9%+5.6%0.146%
4/11/2025 Tower Wealth Partners Inc.67,559$3.08M1.6%+1.3%0.017%
4/11/2025 Fortress Financial Group LLC74,709$3.41M3.4%+1.8%0.018%
4/11/2025 Sard Wealth Management Group LLC498,577$22.76M15.3%+2.0%0.122%
4/11/2025 Eagle Rock Investment Company LLC50,906$2.32M0.4%+4.1%0.012%
4/11/2025 Permanent Capital Management LP7,942$364K0.1%N/A0.002%
4/11/2025 Unique Wealth LLC85,393$3.90M0.7%+130.3%0.021%
4/11/2025 Insight Advisors LLC PA17,117$781K0.1%-12.1%0.004%
4/11/2025 Harbor Group Inc.941,643$42.99M8.6%+2.6%0.230%
4/10/2025 Retirement Planning Group LLC1,964,840$89.70M4.2%+23.0%0.481%
4/10/2025 Chesley Taft & Associates LLC84,300$3.85M0.2%+10.6%0.021%
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4/10/2025 Fermata Advisors LLC368,417$16.82M3.0%-61.8%0.090%
4/10/2025 Sherrill & Hutchins Financial Advisory Inc854,544$39.01M33.3%+3.7%0.209%
4/10/2025 TruWealth Advisors LLC1,819,104$83.04M5.0%+4.5%0.445%
4/10/2025 Wealth Alliance Advisory Group LLC688,869$31.45M6.5%+19.1%0.168%
4/10/2025 Lakeshore Capital Group Inc.38,243$1.75M1.7%N/A0.009%
4/10/2025 TrueWealth Advisors LLC149,562$6.83M2.2%+30.9%0.037%
4/10/2025 Triangle Securities Wealth Management61,467$2.81M0.7%+46.1%0.015%
4/10/2025 CGN Advisors LLC21,765$994K0.1%+6.5%0.005%
4/10/2025 Kure Advisory LLC11,029$503K0.4%N/A0.003%
4/10/2025 EWG Elevate Inc.51,814$2.37M0.9%+102.1%0.013%
4/9/2025 RFG Advisory LLC4,752,156$216.94M5.9%+10.7%1.162%
4/9/2025 Capital Asset Advisory Services LLC56,787$2.60M0.1%+7.3%0.014%
4/9/2025 ETF Portfolio Partners Inc.313,108$14.29M4.3%N/A0.077%
4/9/2025 Milestone Asset Management LLC6,829$312K0.1%-60.2%0.002%
4/9/2025 Quad Cities Investment Group LLC96,041$4.38M2.2%+12.1%0.023%
4/9/2025 Capital CS Group LLC6,570$300K0.5%-9.5%0.002%
4/9/2025 NBC Securities Inc.628$28K0.0%N/A0.000%
4/9/2025 Bond & Devick Financial Network Inc.27,450$1.25M0.5%+81.5%0.007%
4/8/2025 Presidio Capital Management LLC596,390$27.23M11.1%+7.0%0.146%
4/8/2025 Rooted Wealth Advisors Inc.196,652$9.03M3.7%+11.7%0.048%
4/8/2025 Investors Research Corp620$28K0.0%-38.0%0.000%
4/8/2025 Andrew Hill Investment Advisors Inc.121,272$5.54M5.4%N/A0.030%
4/8/2025 Legacy Solutions LLC48,740$2.23M2.5%+2.8%0.012%
4/8/2025 Parallel Advisors LLC155,250$7.09M0.2%-4.2%0.038%
4/7/2025 AdvisorNet Financial Inc56,577$2.58M0.2%-6.1%0.014%
4/3/2025 Insight Wealth Strategies LLC17,236$787K0.1%+5.6%0.004%
3/24/2025Mascagni Wealth Management Inc.74,428$3.34M2.9%N/A0.019%
3/17/2025Wealth Enhancement Advisory Services LLC157,196$7.05M0.0%+10.6%0.040%
3/17/2025Members Wealth LLC191,377$8.59M6.5%N/A0.049%
3/12/2025Centaurus Financial Inc.194,827$8.74M0.5%+4.9%0.050%
3/4/2025Dogwood Wealth Management LLC268,726$12.06M6.4%N/A0.068%
2/27/2025ABLE Financial Group LLC476,625$21.39M6.3%+131.2%0.239%
2/25/2025Leigh Baldwin & CO. LLC37,348$1.68M0.9%N/A0.019%
2/25/2025B. Riley Wealth Advisors Inc.28,834$1.30M0.0%+12.7%0.014%
2/24/2025Ameriflex Group Inc.3,132$141K0.1%N/A0.002%
2/24/2025United Advisor Group LLC22,033$989K0.2%+83.5%0.011%
2/22/2025American Trust5,233$235K0.0%N/A0.003%
2/21/2025Ascent Group LLC5,940$267K0.0%N/A0.003%
2/21/2025WNY Asset Management LLC414,209$18.59M2.3%+13.7%0.208%
2/20/2025Drucker Wealth 3.0 LLC22,580$1.01M0.2%N/A0.011%
2/19/2025Retirement Planning Group LLC NY83,476$3.75M4.1%N/A0.042%
2/18/2025Sunbelt Securities Inc.14,422$648K0.1%+9.5%0.007%
2/18/2025 Retirement Planning Group LLC1,597,812$71.69M3.6%+69.8%0.801%
2/18/2025Navalign LLC666,172$29.89M8.8%+5.4%0.334%
2/18/2025JT Stratford LLC4,827$217K0.0%N/A0.002%
2/18/2025Novem Group9,554$429K0.1%N/A0.005%
2/18/2025Focus Partners Advisor Solutions LLC38,738$1.74M0.0%-24.3%0.019%
2/17/2025Waverly Advisors LLC106,935$4.80M0.1%+11.3%0.054%
2/17/2025Visionary Wealth Advisors150,422$6.75M0.4%+58.0%0.075%
2/17/2025Salus Financial Advisors LLC277,157$12.44M9.7%N/A0.139%
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2/17/2025Royal Bank of Canada3,374,879$151.43M0.0%+60.9%1.691%
2/17/2025Redwood Financial Network Corp5,503$247K0.2%-18.7%0.003%
2/17/2025Northeast Financial Consultants Inc7,538$338K0.0%N/A0.004%
2/17/2025MJP Associates Inc. ADV263,804$11.84M2.1%+5.1%0.132%
2/17/2025Leigh Baldwin & CO. LLC1,675,803$75.19M0.4%N/A0.840%
2/17/2025Guardian Wealth Advisors LLC NC51,920$2.33M0.2%N/A0.026%
2/17/2025Gotham Asset Management LLC394,635$17.71M0.2%+7.3%0.198%
2/17/2025Focus Partners Wealth1,613,857$72.41M0.2%+131.8%0.809%
2/17/2025EP Wealth Advisors LLC5,948$267K0.0%N/A0.003%
2/17/2025Cambridge Investment Research Advisors Inc.1,461,377$65.57M0.2%+62.5%0.732%
(Data available from 1/1/2016 forward)

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FBND Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FBND shares?

During the previous two years, 650 institutional investors and hedge funds held shares of Fidelity Total Bond ETF. The most heavily invested institutionals were FMR LLC ($577.26M), Bank of America Corp DE ($506.90M), Sagespring Wealth Partners LLC ($395.30M), JPMorgan Chase & Co. ($322.81M), Country Trust Bank ($268.83M), RFG Advisory LLC ($216.94M), and Envestnet Asset Management Inc. ($206.72M).Learn more on FBND's institutional investors.

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

Of the 614 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: Sagespring Wealth Partners LLC ($8.81M), JPMorgan Chase & Co. ($5.45M), Raymond James Financial Inc. ($4.38M), Mather Group LLC. ($3.63M), RFG Advisory LLC ($3.18M), Legacy Wealth Management Inc ($3.15M), and Commonwealth Equity Services LLC ($2.72M).

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

Institutional investors have bought a total of 144,323,879 shares in the last 24 months. This purchase volume represents approximately $6.53B in transactions.

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

Of the 250 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 ($2.23M), Jane Street Group LLC ($1.52M), Fermata Advisors LLC ($1.02M), Axxcess Wealth Management LLC ($620.13K), RFG Advisory LLC ($595.76K), Country Trust Bank ($591.44K), and Pallas Capital Advisors LLC ($574.10K).

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

Institutional investors have sold a total of 15,143,536 shares in the last 24 months. This volume of shares sold represents approximately $686.49M in transactions.



This page (NYSEARCA:FBND) was last updated on 4/15/2025 by MarketBeat.com Staff
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