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Fidelity Total Bond ETF (FBND) Institutional Ownership

Fidelity Total Bond ETF logo
$45.51
+0.14 (+0.31%)
(As of 11/4/2024 ET)

Institutional Ownership Changes (13F Filings) for Fidelity Total Bond ETF (NYSEARCA:FBND)

Number of
Institutional Buyers
(last 12 months)
410
Total
Institutional Inflows
(last 12 months)
$2.69B
Number of
Institutional Sellers
(last 12 months)
141
Total
Institutional Outflows
(last 12 months)
$415.56M
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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
11/4/2024Bond & Devick Financial Network Inc.15,124$707K0.3%+7.5%0.008%
11/4/2024Riverpoint Wealth Management Holdings LLC360,348$16.84M4.3%+7.7%0.181%
11/4/2024Baker Avenue Asset Management LP146,994$6.87M0.2%-0.4%0.074%
11/4/2024Axxcess Wealth Management LLC47,420$2.22M0.1%+2.1%0.024%
11/4/2024Sigma Planning Corp162,845$7.61M0.2%+16.2%0.082%
11/2/2024 Transcendent Capital Group LLC31,229$1.46M0.7%+4,298.5%0.016%
11/1/2024 Atria Investments Inc174,340$8.15M0.1%-1.8%0.087%
11/1/2024 Primoris Wealth Advisors LLC141,668$6.62M4.8%+1.2%0.071%
11/1/2024 SilverOak Wealth Management LLC68,359$3.20M0.7%+16.3%0.034%
11/1/2024 Assetmark Inc.15,208$711K0.0%-13.6%0.008%
11/1/2024 Beta Wealth Group Inc.472,090$22.07M9.9%+9.6%0.237%
11/1/2024 Crumly & Associates Inc.108,122$5.05M1.4%+63.3%0.054%
11/1/2024 Galvin Gaustad & Stein LLC48,093$2.25M0.2%+13.9%0.024%
11/1/2024 ABLE Financial Group LLC206,136$9.64M3.0%+206.2%0.103%
11/1/2024 Presidio Capital Management LLC489,943$22.90M14.6%-7.9%0.246%
10/31/2024 MontVue Capital Management Inc.15,227$712K0.5%-3.0%0.008%
10/31/2024 TFB Advisors LLC26,940$1.26M0.4%+394.4%0.014%
10/31/2024 Trademark Financial Management LLC7,879$368K0.3%N/A0.004%
10/31/2024 Spinnaker Trust119,143$5.57M0.3%+6.9%0.060%
10/31/2024 Concurrent Investment Advisors LLC78,692$3.68M0.1%+118.9%0.039%
10/30/2024 Milestone Investment Advisors LLC9,852$460K0.1%N/A0.005%
10/30/2024 One Plus One Wealth Management LLC17,636$824K0.5%+3.1%0.009%
10/30/2024 Avidian Wealth Enterprises LLC97,243$4.55M0.2%-1.5%0.049%
10/30/2024 Falcon Wealth Planning1,086,918$50.80M6.0%+6.2%0.545%
10/30/2024 Ameritas Advisory Services LLC683,289$31.94M1.4%+23.0%0.342%
10/30/2024 Pittenger & Anderson Inc.25,777$1.21M0.0%+43.8%0.013%
10/30/2024 Landmark Wealth Management LLC118,183$5.52M2.4%N/A0.059%
10/30/2024 United Advisor Group LLC12,007$561K0.1%-1.8%0.006%
10/30/2024 Moloney Securities Asset Management LLC5,874$275K0.0%N/A0.003%
10/30/2024 FSM Wealth Advisors LLC9,982$467K0.1%N/A0.005%
10/30/2024 Wheelhouse Advisory Group LLC10,619$496K0.3%-13.4%0.005%
10/29/2024 Opes Wealth Management LLC184,731$8.63M1.7%+1.4%0.093%
10/29/2024 IAG Wealth Partners LLC2,438$114K0.0%-38.3%0.001%
10/29/2024 TrueWealth Advisors LLC98,793$4.62M1.5%N/A0.050%
10/29/2024 Cedar Point Capital Partners LLC32,096$1.50M1.0%+10.4%0.016%
10/29/2024 Janney Montgomery Scott LLC112,907$5.28M0.0%+0.7%0.057%
10/29/2024 Farther Finance Advisors LLC4,957$232K0.0%+1,709.1%0.002%
10/29/2024 Weatherly Asset Management L. P.626,386$29.38M2.6%+14.9%0.314%
10/28/2024 Gladstone Institutional Advisory LLC61,554$2.88M0.1%+10.9%0.031%
10/28/2024 Interchange Capital Partners LLC42,920$2.01M0.7%-3.7%0.022%
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10/28/2024 William Howard & Co Financial Advisors Inc6,935$324K0.3%N/A0.003%
10/28/2024 Creative Financial Designs Inc. ADV756,163$35.34M3.0%-1.4%0.379%
10/28/2024 Norris Perne & French LLP MI29,461$1.38M0.1%+29.5%0.015%
10/28/2024 IRON Financial LLC47,574$2.22M1.2%-2.0%0.024%
10/28/2024 US Bancorp DE535$25K0.0%-53.7%0.000%
10/28/2024 Goldstone Financial Group LLC259,279$12.12M2.1%N/A0.130%
10/25/2024 Financial Advocates Investment Management16,421$768K0.0%-19.3%0.008%
10/25/2024 Cornerstone Wealth Group LLC42,889$2.01M0.2%+3.3%0.021%
10/25/2024 JFS Wealth Advisors LLC29,936$1.40M0.1%+484.1%0.015%
10/25/2024 Sunburst Financial Group LLC870,041$40.67M10.3%-1.2%0.436%
10/25/2024 Diversify Wealth Management LLC170,598$7.80M0.7%+16.0%0.085%
10/25/2024 Twin Peaks Wealth Advisors LLC35,170$1.64M0.8%-3.2%0.018%
10/25/2024 Highline Wealth Partners LLC998$47K0.0%N/A0.001%
10/25/2024 Mutual Advisors LLC33,977$1.56M0.0%+4.7%0.017%
10/25/2024 Valmark Advisers Inc.165,799$7.75M0.1%-4.4%0.083%
10/25/2024 Strategic Blueprint LLC111,225$5.20M0.3%+51.8%0.056%
10/25/2024 Legacy Wealth Management Inc2,937,256$137.29M8.9%+2.2%1.472%
10/25/2024 Gateway Wealth Partners LLC12,515$585K0.2%+47.9%0.006%
10/25/2024 Barry Investment Advisors LLC41,226$1.93M0.6%+28.7%0.021%
10/25/2024 Traynor Capital Management Inc.12,449$582K0.0%-63.3%0.006%
10/25/2024 Pallas Capital Advisors LLC1,184,782$54.25M2.2%+81.3%0.594%
10/24/2024 Hunter Associates Investment Management LLC299,558$13.99M2.2%+10.0%0.150%
10/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors24,640$1.15M0.2%+12.5%0.012%
10/24/2024 Peterson Wealth Advisors LLC31,396$1.47M0.3%+0.8%0.016%
10/24/2024 J.W. Cole Advisors Inc.25,276$1.18M0.0%+87.0%0.013%
10/24/2024 Essex Financial Services Inc.116,353$5.33M0.3%+81.2%0.058%
10/24/2024 Barnes Pettey Financial Advisors LLC17,704$827K0.7%+119.8%0.009%
10/24/2024 Valley National Advisers Inc.330,537$15.45M2.8%-26.4%0.166%
10/24/2024 Financial Management Professionals Inc.2,330$109K0.0%+323.6%0.001%
10/24/2024 Wealth Enhancement Advisory Services LLC142,192$6.65M0.0%-11.0%0.071%
10/24/2024 Consolidated Portfolio Review Corp8,704$407K0.1%N/A0.004%
10/24/2024 Masso Torrence Wealth Management Inc.118,222$5.53M3.0%+0.9%0.059%
10/24/2024 Arkadios Wealth Advisors28,113$1.31M0.1%+254.2%0.014%
10/23/2024 BKM Wealth Management LLC4,621$216K0.1%N/A0.002%
10/23/2024 Parcion Private Wealth LLC131,024$6.12M0.5%-18.9%0.066%
10/23/2024 Allworth Financial LP223,836$10.46M0.1%+0.1%0.112%
10/23/2024 Mayfair Advisory Group LLC181,699$8.41M5.3%+7.1%0.091%
10/23/2024 Lincoln Capital Corp78,290$3.66M1.5%-27.0%0.039%
10/23/2024 Canal Capital Management LLC7,692$360K0.1%N/A0.004%
10/23/2024 Silver Oak Securities Incorporated129,638$6.07M0.6%+67.5%0.065%
10/23/2024 Merkkuri Wealth Advisors LLC104,304$4.88M4.0%+17.1%0.052%
10/23/2024 Schmidt P J Investment Management Inc.139,684$6.53M1.1%+4.2%0.070%
10/23/2024 Grimes & Company Inc.4,697$220K0.0%N/A0.002%
10/22/2024 International Assets Investment Management LLC231,770$108.33M0.0%+9,729.1%0.116%
10/22/2024 Courier Capital LLC149,282$6.98M0.5%+3.7%0.075%
10/22/2024 Chris Bulman Inc24,991$1.17M0.8%+13.1%0.013%
10/22/2024 Lazari Capital Management Inc.22,152$1.04M0.4%-2.3%0.011%
10/22/2024 Dupree Financial Group LLC14,848$694K0.3%-2.8%0.007%
10/22/2024 Private Advisor Group LLC171,126$8.00M0.0%-8.8%0.086%
10/22/2024 Alexander Labrunerie & CO. Inc.87,267$4.08M1.9%N/A0.044%
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10/22/2024 CPA Asset Management LLC566,074$26.46M12.8%+1.3%0.284%
10/22/2024 Hofer & Associates. Inc122,560$5.73M4.0%+0.8%0.061%
10/22/2024 Sequoia Financial Advisors LLC251,228$11.74M0.1%-55.9%0.126%
10/21/2024 Vicus Capital713,533$33.35M2.9%+5.6%0.358%
10/21/2024 DeDora Capital Inc.404,100$18.89M5.3%+3.8%0.203%
10/21/2024 Maple Capital Management Inc.83,527$3.90M0.3%+6.6%0.042%
10/21/2024 Foundations Investment Advisors LLC229,398$10.72M0.2%+27.0%0.115%
10/21/2024 Roof Eidam Maycock Peralta LLC63,685$2.98M0.8%+48.8%0.032%
10/21/2024 Integrity Financial Corp WA16,976$793K0.5%-2.4%0.009%
10/21/2024 Northwest Investment Counselors LLC640$30K0.0%N/A0.000%
(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, 516 institutional investors and hedge funds held shares of Fidelity Total Bond ETF. The most heavily invested institutionals were Country Trust Bank ($278.58M), RFG Advisory LLC ($188.96M), Envestnet Asset Management Inc. ($171.82M), Mather Group LLC. ($165.69M), Legacy Wealth Management Inc ($137.29M), JPMorgan Chase & Co. ($131.00M), and Osaic Holdings Inc. ($128.76M).Learn more on FBND's institutional investors.

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

Of the 490 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), Legacy Wealth Management Inc ($3.00M), JPMorgan Chase & Co. ($2.91M), Envestnet Asset Management Inc. ($2.55M), Blue Chip Partners LLC ($2.29M), and Raymond James Financial Services Advisors Inc. ($2.25M).

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

Institutional investors have bought a total of 102,173,455 shares in the last 24 months. This purchase volume represents approximately $4.63B in transactions.

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

Of the 198 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), Country Trust Bank ($1.23M), Adviser Investments LLC ($1.11M), Jane Street Group LLC ($782.14K), Axxcess Wealth Management LLC ($620.13K), RFG Advisory LLC ($605.57K), and Wealth Enhancement Advisory Services LLC ($541.65K).

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

Institutional investors have sold a total of 14,549,698 shares in the last 24 months. This volume of shares sold represents approximately $659.10M in transactions.



This page (NYSEARCA:FBND) was last updated on 11/5/2024 by MarketBeat.com Staff
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