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Fidelity Total Bond ETF (FBND) Institutional Ownership

Fidelity Total Bond ETF logo
$45.44 +0.08 (+0.18%)
Closing price 07/18/2025 04:10 PM Eastern
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$45.61 +0.17 (+0.37%)
As of 07/18/2025 06:26 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)
555
Total
Institutional Inflows
(last 12 months)
$5.18B
Number of
Institutional Sellers
(last 12 months)
246
Total
Institutional Outflows
(last 12 months)
$520.25M
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Skip Chart & View Institutional Buying and Selling Data

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
7/18/2025 Vicus Capital685,273$31.35M2.6%+2.6%0.161%
7/18/2025 Dogwood Wealth Management LLC301,732$13.70M6.7%+5.7%0.071%
7/18/2025 PFG Investments LLC10,041$459K0.0%+9.4%0.002%
7/18/2025 Consolidated Portfolio Review Corp17,183$786K0.1%+5.6%0.004%
7/18/2025 Cooper Financial Group193,277$8.84M1.0%-6.0%0.045%
7/18/2025 Truist Financial Corp201,581$9.11M0.0%-2.4%0.047%
7/18/2025 First United Bank & Trust104,394$4.78M1.7%+2.0%0.024%
7/17/2025 Mainsail Financial Group LLC71,396$3.23M1.5%N/A0.017%
7/17/2025 Legacy Wealth Management Inc3,097,702$141.72M8.8%+0.0%0.729%
7/17/2025 Summit Financial Strategies Inc.1,948,185$89.13M8.2%+3.0%0.458%
7/17/2025 Janney Montgomery Scott LLC56,129$2.57M0.0%-48.1%0.013%
7/17/2025 Cyr Financial Inc.190,626$8.72M6.7%+11.2%0.045%
7/17/2025 Baron Silver Stevens Financial Advisors LLC18,240$834K0.1%+243.8%0.004%
7/17/2025 Fifth Third Securities Inc.36,264$1.66M0.1%+171.9%0.009%
7/17/2025 Norris Perne & French LLP MI51,995$2.38M0.2%+8.4%0.012%
7/17/2025 Genesis Private Wealth LLC278,128$12.72M6.0%+1.3%0.065%
7/17/2025 Lazari Capital Management Inc.13,174$603K0.2%-9.7%0.003%
7/17/2025 Beacon Capital Management LLC4,549$208K0.0%+84.6%0.001%
7/17/2025 Tritonpoint Wealth LLC56,926$2.61M0.2%+2.2%0.013%
7/17/2025 Barry Investment Advisors LLC76,150$3.50M0.9%+24.3%0.018%
7/17/2025 KG&L Capital Management LLC19,017$870K0.3%N/A0.004%
7/17/2025 Crane Advisory LLC520,833$23.66M3.9%-3.2%0.123%
7/16/2025 John W. Brooker & Co. CPAs42,304$1.93M4.5%-89.3%0.010%
7/16/2025 Brown Lisle Cummings Inc.834$38K0.0%N/A0.000%
7/16/2025 ORG Partners LLC31,434$1.44M0.3%+92.5%0.007%
7/16/2025 BOS Asset Management LLC130,578$5.97M1.9%+0.4%0.031%
7/16/2025 New Insight Wealth Advisors339,668$15.54M6.4%+6.2%0.080%
7/16/2025 Falcon Wealth Planning1,191,508$54.51M5.5%+4.4%0.280%
7/16/2025 Novem Group6,597$302K0.0%-6.2%0.002%
7/16/2025 Strategic Investment Solutions Inc. IL1,317$60K0.0%-34.6%0.000%
7/16/2025 EdgeRock Capital LLC385,144$17.63M5.6%N/A0.091%
7/16/2025 Bright Financial Advisors Inc.30,338$1.39M0.8%+15.3%0.007%
7/16/2025 Register Financial Advisors LLC22,735$1.04M0.5%+5.9%0.005%
7/16/2025 Steph & Co.234,892$10.75M3.5%+18.0%0.055%
7/16/2025 Essex Financial Services Inc.102,234$4.68M0.3%-5.4%0.024%
7/16/2025 Perigon Wealth Management LLC444,661$20.34M0.5%+5.6%0.105%
7/16/2025 Octavia Wealth Advisors LLC1,460,941$67.09M7.6%-0.9%0.344%
7/15/2025 Centerline Wealth Advisors LLC430,988$19.72M9.7%+22.1%0.101%
7/15/2025 McAdam LLC40,036$1.83M0.1%+77.1%0.009%
7/15/2025 Regatta Capital Group LLC12,241$560K0.1%-7.5%0.003%
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7/15/2025 Legacy Solutions LLC49,122$2.25M2.2%+0.8%0.012%
7/15/2025 Mather Group LLC.3,839,198$175.64M1.9%-0.4%0.903%
7/15/2025 Hartmann Taylor Wealth Management LLC36,273$1.66M1.4%-13.1%0.009%
7/15/2025 EWG Elevate Inc.28,533$1.31M0.4%-44.9%0.007%
7/15/2025 Buttonwood Financial Advisors Inc.270,616$12.38M5.0%-0.8%0.064%
7/15/2025 James J. Burns & Company LLC5,154$236K0.0%N/A0.001%
7/15/2025 tru Independence LLC317,663$14.54M4.2%+4.4%0.075%
7/15/2025 Axis Wealth Partners LLC121,820$5.57M3.7%+6.1%0.029%
7/15/2025 Fifth Third Bancorp600$27K0.0%N/A0.000%
7/15/2025 Bay Capital Advisors LLC19,533$894K0.7%-43.7%0.005%
7/15/2025 Bfsg LLC2,958$135K0.0%N/A0.001%
7/14/2025 Occidental Asset Management LLC366,077$16.75M2.3%+1.2%0.086%
7/14/2025 Opal Wealth Advisors LLC91,472$4.19M1.2%+3.6%0.022%
7/14/2025 Golden State Equity Partners85,292$3.90M0.7%-8.0%0.020%
7/14/2025 CRA Financial Services LLC106,350$4.87M0.7%+7.2%0.025%
7/14/2025 Chris Bulman Inc23,539$1.08M0.6%-3.5%0.006%
7/14/2025 Capital CS Group LLC5,938$272K0.4%-9.6%0.001%
7/14/2025 Sentinel Pension Advisors LLC306,425$14.02M2.4%+5.3%0.072%
7/14/2025 KFG Wealth Management LLC607,904$27.81M4.5%+2.1%0.143%
7/14/2025 McGlone Suttner Wealth Management Inc.964,941$44.15M6.7%+3.6%0.227%
7/14/2025 S.A. Mason LLC1,689$77K0.0%-43.9%0.000%
7/14/2025 ABLE Financial Group LLC540,632$24.73M6.0%+7.0%0.127%
7/14/2025 Masso Torrence Wealth Management Inc.137,220$6.28M2.9%+7.2%0.032%
7/14/2025 Rooted Wealth Advisors Inc.212,800$9.67M3.3%+8.2%0.050%
7/14/2025 Harbor Group Inc.968,869$44.33M7.9%+2.9%0.228%
7/14/2025 Park Avenue Securities LLC19,034$871K0.0%-15.6%0.004%
7/14/2025 Sowell Financial Services LLC94,542$4.33M0.2%+2.0%0.022%
7/14/2025 Physician Wealth Advisors Inc.282,967$12.95M2.0%+15.7%0.067%
7/11/2025 Quad Cities Investment Group LLC104,052$4.76M2.2%+8.3%0.024%
7/11/2025 Bond & Devick Financial Network Inc.29,933$1.37M0.5%+9.0%0.007%
7/11/2025 Scott Capital Advisors LLC39,527$1.80M0.5%+334.7%0.009%
7/11/2025 Compass Ion Advisors LLC654,193$29.93M3.2%+6.7%0.154%
7/11/2025 Meriwether Wealth & Planning LLC345,192$15.79M9.9%-0.7%0.081%
7/11/2025 Farther Finance Advisors LLC221,840$10.15M0.2%+8.2%0.052%
7/11/2025 Silver Oak Securities Incorporated558,510$25.55M2.1%+71.7%0.131%
7/11/2025 Weatherly Asset Management L. P.773,483$35.51M3.0%+5.4%0.182%
7/11/2025 Walker Financial Services Inc.431,992$19.76M9.0%+7.4%0.102%
7/11/2025 CMH Wealth Management LLC146,774$6.74M1.6%+4.6%0.035%
7/11/2025 LongView Wealth Management182,666$8.36M2.5%+11.1%0.043%
7/11/2025 Diversified Trust Co9,343$427K0.0%N/A0.002%
7/11/2025 International Private Wealth Advisors LLC18,250$835K0.7%-1.9%0.004%
7/11/2025 Sherrill & Hutchins Financial Advisory Inc862,695$39.47M30.7%+1.0%0.205%
7/10/2025 Triangle Securities Wealth Management90,041$4.12M1.0%+46.5%0.021%
7/10/2025 Exchange Traded Concepts LLC190,539$8.72M0.1%N/A0.045%
7/10/2025 Marshall Financial Group LLC15,565$707K0.1%-11.4%0.004%
7/10/2025 Andrew Hill Investment Advisors Inc.110,380$5.05M4.1%-9.0%0.026%
7/10/2025 Wealth Enhancement Advisory Services LLC150,385$6.86M0.0%+1.8%0.036%
7/10/2025 KMG Fiduciary Partners LLC326,253$14.93M1.1%+11.8%0.077%
7/10/2025 Professional Financial Advisors LLC58,287$2.67M0.6%+11.4%0.014%
7/10/2025 Financial Management Network Inc.93,122$4.25M0.8%+17.8%0.022%
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7/9/2025 Intelligence Driven Advisers LLC4,487$205K0.0%-9.4%0.001%
7/9/2025 Dynamic Advisor Solutions LLC946,139$43.29M1.3%-7.5%0.224%
7/9/2025 Capital Wealth Management LLC404,147$18.49M6.9%+14.9%0.096%
7/9/2025 Lincoln Capital Corp81,947$3.75M1.4%+2.6%0.019%
7/9/2025 OLIO Financial Planning884,042$40.45M12.7%+3.5%0.210%
7/9/2025 Lineweaver Wealth Advisors LLC658,428$30.12M4.8%+9.7%0.156%
7/9/2025 Defined Wealth Management LLC24,639$1.13M0.7%-11.6%0.006%
7/9/2025 Kearns & Associates LLC15,515$710K0.4%N/A0.004%
7/9/2025 Chesley Taft & Associates LLC89,400$4.09M0.2%+6.0%0.021%
7/9/2025 Pallas Capital Advisors LLC781,056$35.73M1.4%-8.2%0.185%
(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, 700 institutional investors and hedge funds held shares of Fidelity Total Bond ETF. The most heavily invested institutionals were Northwestern Mutual Wealth Management Co. ($3.71B), FMR LLC ($577.26M), Bank of America Corp DE ($506.90M), JPMorgan Chase & Co. ($467.09M), Sagespring Wealth Partners LLC ($436.26M), Dynasty Wealth Management LLC ($272.55M), and Country Trust Bank ($268.83M).Learn more on Fidelity Total Bond ETF's institutional investors.

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

Of the 664 institutional investors that purchased Fidelity Total Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sagespring Wealth Partners LLC ($9.56M), JPMorgan Chase & Co. ($8.49M), Northwestern Mutual Wealth Management Co. ($7.96M), Dynasty Wealth Management LLC ($4.76M), Raymond James Financial Inc. ($4.64M), Mather Group LLC. ($3.84M), and Quotient Wealth Partners LLC ($3.18M).

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

Institutional investors have bought a total of 113,924,144 shares in the last 24 months. This purchase volume represents approximately $5.18B in transactions.

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

Of the 245 institutional investors that sold Fidelity Total Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of New York Mellon Corp ($1.47M), Fermata Advisors LLC ($1.01M), Jane Street Group LLC ($737.60K), Pallas Capital Advisors LLC ($643.44K), Crane Advisory LLC ($569.28K), Beta Wealth Group Inc. ($441.76K), and Goodwin Investment Advisory ($440.36K).

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

Institutional investors have sold a total of 11,427,725 shares in the last 24 months. This volume of shares sold represents approximately $520.25M in transactions.



This page (NYSEARCA:FBND) was last updated on 7/20/2025 by MarketBeat.com Staff
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