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Fidelity Total Bond ETF (FBND) Institutional Ownership

Fidelity Total Bond ETF logo
$45.17 +0.13 (+0.29%)
(As of 12/20/2024 05:31 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
425
Total
Institutional Inflows
(last 12 months)
$2.61B
Number of
Institutional Sellers
(last 12 months)
141
Total
Institutional Outflows
(last 12 months)
$410.67M
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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
12/13/2024 B. Riley Wealth Advisors Inc.25,581$1.20M0.0%+5.0%0.013%
11/26/2024 Peapack Gladstone Financial Corp80,450$3.76M0.1%+24.1%0.040%
11/25/2024 Wilmington Savings Fund Society FSB1,857$87K0.0%N/A0.001%
11/25/2024 World Investment Advisors LLC184,410$8.62M0.2%+23.2%0.092%
11/25/2024 Sanctuary Advisors LLC18,604$845K0.0%+27.0%0.009%
11/18/2024 Soltis Investment Advisors LLC79,630$3.72M0.4%+0.9%0.040%
11/18/2024 Rehmann Capital Advisory Group607,861$28.41M1.9%+16.2%0.305%
11/18/2024 Sunbelt Securities Inc.13,166$615K0.1%+8.7%0.007%
11/15/2024 Executive Wealth Management LLC74,196$3.47M0.3%N/A0.037%
11/15/2024 MML Investors Services LLC1,736,941$81.19M0.3%+14.4%0.870%
11/15/2024 Mosaic Financial Group LLC27,032$1.26M0.9%+39.6%0.014%
11/15/2024 Orion Portfolio Solutions LLC99,046$4.63M0.1%+25.0%0.050%
11/15/2024 Zacks Investment Management122,716$5.74M0.0%+578.0%0.061%
11/15/2024 National Bank of Canada FI5,000$234K0.0%-40.7%0.003%
11/15/2024 Jane Street Group LLC753,094$35.20M0.0%+75.5%0.377%
11/15/2024 Stifel Financial Corp254,511$11.90M0.0%+309.1%0.128%
11/15/2024 SageView Advisory Group LLC40,273$1.88M0.1%-11.9%0.020%
11/15/2024 IHT Wealth Management LLC9,953$465K0.0%N/A0.005%
11/15/2024 Integrated Wealth Concepts LLC287,819$13.45M0.2%+24.1%0.144%
11/15/2024 HighTower Advisors LLC695,249$32.48M0.0%+9.2%0.348%
11/15/2024 Kestra Investment Management LLC454,820$21.26M0.9%+4.3%0.228%
11/15/2024 Mark Sheptoff Financial Planning LLC534$25K0.0%N/A0.000%
11/14/2024 Valley Financial Group Inc.27,334$1.28M0.9%-80.5%0.014%
11/14/2024 NCM Capital Management LLC8,402$393K0.2%N/A0.004%
11/14/2024 Flow Traders U.S. LLC11,360$531K0.0%+12.8%0.006%
11/14/2024 Arete Wealth Advisors LLC448,065$20.92M1.7%+78.3%0.225%
11/14/2024 Captrust Financial Advisors80,052$3.74M0.0%+0.9%0.040%
11/14/2024 Rockefeller Capital Management L.P.39,999$1.87M0.0%+3.1%0.020%
11/14/2024 CreativeOne Wealth LLC18,273$854K0.0%-20.1%0.009%
11/13/2024 Insight Wealth Partners LLC165,542$7.74M1.5%+6.8%0.083%
11/13/2024 D.A. Davidson & CO.99,133$4.63M0.0%+45.7%0.050%
11/13/2024 FMR LLC12,604,148$589.12M0.0%+2.2%6.316%
11/13/2024 Capital Square LLC17,820$833K0.5%N/A0.009%
11/13/2024 Boston Family Office LLC11,799$551K0.0%N/A0.006%
11/12/2024 Centaurus Financial Inc.185,681$8.68M0.6%+1.4%0.093%
11/12/2024Larson Financial Group LLC125,504$5.87M0.3%+1,376.5%0.063%
11/12/2024 Family Capital Management Inc.72,252$3.38M2.2%-2.6%0.036%
11/12/2024 CMG Global Holdings LLC385,023$18.00M10.2%+90.5%0.193%
11/12/2024 Great Valley Advisor Group Inc.30,010$1.40M0.0%+455.5%0.015%
11/12/2024 Certified Advisory Corp389,193$18.19M2.0%+45.0%0.195%
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11/12/2024 Nicolet Advisory Services LLC535,474$24.94M2.3%+6.4%0.268%
11/12/2024 Leelyn Smith LLC55,641$2.60M0.5%-4.5%0.028%
11/12/2024 Nwam LLC43,472$2.03M0.1%N/A0.022%
11/12/2024 Allen Capital Group LLC125,143$5.85M0.7%+0.7%0.063%
11/9/2024 LPL Financial LLC2,784,376$130.14M0.1%+27.5%1.395%
11/8/2024 Darwin Wealth Management LLC1,157$54K0.0%N/A0.001%
11/8/2024 Advisors Asset Management Inc.6,763$316K0.0%-24.1%0.003%
11/8/2024 Strategy Asset Managers LLC13,153$615K0.1%N/A0.007%
11/8/2024 Sachetta LLC158,278$7.40M2.9%+8.1%0.079%
11/8/2024 FWG Holdings LLC154,472$7.06M3.5%N/A0.077%
11/8/2024 W.G. Shaheen & Associates DBA Whitney & Co608,721$28.45M3.0%+3.5%0.305%
11/7/2024 EnRich Financial Partners LLC379,749$17.75M5.9%+6.8%0.190%
11/7/2024 MidAtlantic Capital Management Inc.14,786$691K0.5%N/A0.007%
11/7/2024 AMG National Trust Bank13,153$615K0.0%-13.6%0.007%
11/7/2024 Essential Planning LLC.6,985$326K0.1%N/A0.004%
11/7/2024 Thrivent Financial for Lutherans2,159,030$100.98M0.2%+85.1%1.082%
11/7/2024 Envision Financial Planning LLC78,556$3.67M1.9%N/A0.039%
11/6/2024 Cassady Schiller Wealth Management LLC39,102$1.83M0.7%+2.5%0.020%
11/6/2024 Schneider Downs Wealth Management Advisors LP146,090$6.83M1.4%+7.7%0.073%
11/6/2024 Destiny Capital Corp CO306,882$13.97M8.7%+13.4%0.154%
11/6/2024 Paragon Advisors LLC89,382$4.18M1.4%+4.0%0.045%
11/6/2024 Seelaus Asset Management LLC6,910$323K0.3%+38.8%0.003%
11/6/2024 Linscomb Wealth Inc.183,572$8.58M0.4%+8.1%0.092%
11/6/2024 Valley Wealth Managers Inc.21,859$1.02M0.1%-19.4%0.011%
11/6/2024 King Wealth Management Group23,690$1.11M0.2%-3.6%0.012%
11/6/2024 Intelligence Driven Advisers LLC7,910$370K0.1%-16.4%0.004%
11/6/2024 Huntington National Bank627,675$29.34M0.2%-0.1%0.315%
11/6/2024 Main Street Financial Solutions LLC458,530$21.43M2.0%+3.6%0.230%
11/6/2024 Kovack Advisors Inc.8,138$380K0.0%N/A0.004%
11/6/2024 Oppenheimer & Co. Inc.288,536$13.49M0.2%-3.1%0.145%
11/5/2024 Souders Financial Advisors319,231$14.92M2.1%+55.5%0.160%
11/5/2024 Aptus Capital Advisors LLC871,158$40.72M0.6%N/A0.437%
11/5/2024 Prime Capital Investment Advisors LLC110,030$5.14M0.1%+14.9%0.055%
11/5/2024 Savvy Advisors Inc.4,323$202K0.0%N/A0.002%
11/5/2024 Ashton Thomas Private Wealth LLC76,329$3.57M0.2%+77.1%0.038%
11/5/2024 Mascoma Wealth Management LLC626,645$29.29M7.3%+4.8%0.314%
11/5/2024 Harbour Investments Inc.382,726$17.89M0.5%+33.0%0.192%
11/5/2024 Nations Financial Group Inc. IA ADV19,618$917K0.1%+45.8%0.010%
11/4/2024 tru Independence LLC248,375$11.61M3.4%+15.5%0.124%
11/4/2024 Bond & Devick Financial Network Inc.15,124$707K0.3%+7.5%0.008%
11/4/2024 Riverpoint Wealth Management Holdings LLC360,348$16.84M4.3%+7.7%0.181%
11/4/2024 Baker Avenue Asset Management LP146,994$6.87M0.2%-0.4%0.074%
11/4/2024 Axxcess Wealth Management LLC47,420$2.22M0.1%+2.1%0.024%
11/4/2024 Sigma 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%
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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%
(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, 538 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), RFG Advisory LLC ($188.96M), Envestnet Asset Management Inc. ($171.82M), Mather Group LLC. ($165.69M), Legacy Wealth Management Inc ($137.29M), and JPMorgan Chase & Co. ($131.00M).Learn more on FBND's institutional investors.

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

Of the 512 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. ($2.50M), 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 106,826,274 shares in the last 24 months. This purchase volume represents approximately $4.85B in transactions.

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

Of the 195 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 ($595.76K), 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 14,027,658 shares in the last 24 months. This volume of shares sold represents approximately $636.26M in transactions.



This page (NYSEARCA:FBND) was last updated on 12/22/2024 by MarketBeat.com Staff
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