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Fidelity Total Bond ETF (FBND) Institutional Ownership

Fidelity Total Bond ETF logo
$45.55 +0.08 (+0.18%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
658
Total
Institutional Inflows
(last 12 months)
$5.91B
Number of
Institutional Sellers
(last 12 months)
295
Total
Institutional Outflows
(last 12 months)
$5.19B
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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
5/5/2026Marks Group Wealth Management Inc79,992$3.65M0.4%+932.0%0.014%
5/5/2026Bank of New York Mellon Corp634,179$28.93M0.0%-0.8%0.113%
5/5/2026Milestone Investment Advisors LLC274,247$12.51M3.0%-0.6%0.049%
5/5/2026Schwallier Wealth Management LLC123,342$5.63M4.1%N/A0.022%
5/5/2026Harmony Asset Management LLC57,944$2.64M0.8%N/A0.010%
5/5/2026Sanctuary Advisors LLC60,680$2.77M0.0%-13.6%0.011%
5/5/2026 Sigma Planning Corp170,652$7.79M0.2%+2.6%0.030%
5/5/2026 Nwam LLC55,889$2.55M0.1%+7.2%0.010%
5/5/2026 Fell Capital Management ADV30,554$1.39M1.3%+95.1%0.005%
5/4/2026 Riverpoint Wealth Management Holdings LLC522,603$23.84M5.1%+7.9%0.093%
5/4/2026 AMG National Trust Bank15,444$705K0.0%+4.7%0.003%
5/4/2026 Retirement Planning Group LLC2,843,873$129.74M4.0%+14.2%0.508%
5/4/2026 Bleakley Financial Group LLC902,747$41.18M0.6%+3.1%0.161%
5/4/2026 Archer Investment Corp2,216$101K0.0%+17.2%0.000%
5/4/2026 NWF Advisory Services Inc.24,672$1.13M0.1%+34.6%0.004%
5/4/2026 Uptick Partners LLC85,039$3.88M0.8%+27.8%0.015%
5/2/2026 Diversify Wealth Management LLC247,046$11.24M0.2%+35.5%0.044%
5/2/2026 Valmark Advisers Inc.405,292$18.49M0.2%+7.7%0.072%
5/2/2026 Pittenger & Anderson Inc.425,942$19.43M0.8%+216.2%0.076%
5/2/2026 Carnegie Investment Counsel119,431$5.45M0.1%-5.4%0.021%
5/1/2026 Midwest Trust Co4,493$205K0.0%N/A0.001%
5/1/2026 Fifth Third Bancorp164,356$7.50M0.0%+9,573.7%0.029%
5/1/2026 Summit Financial Strategies Inc.2,226,626$101.58M8.0%+6.5%0.397%
5/1/2026 Sachetta LLC195,750$8.93M4.8%+3.8%0.035%
5/1/2026 Simplicity Wealth LLC78,933$3.60M0.2%+25.7%0.014%
5/1/2026 Sequoia Financial Advisors LLC59,235$2.70M0.0%-17.8%0.011%
5/1/2026 Mascoma Wealth Management LLC766,202$34.95M7.2%-2.1%0.137%
5/1/2026 Manning & Napier Advisors LLC1,158$53K0.0%N/A0.000%
4/30/2026 Waterfront Wealth Inc.26,833$1.22M0.2%+1.9%0.005%
4/30/2026 Financial Freedom LLC33,653$1.54M0.8%+20.3%0.006%
4/30/2026 Pearl Planning LLC351,175$16.02M8.6%N/A0.063%
4/30/2026 Kestra Advisory Services LLC3,966,524$180.95M0.7%+7.9%0.712%
4/30/2026 Money Concepts Capital Corp17,881$816K0.0%+29.6%0.003%
4/30/2026 Beam Wealth Advisors Inc.12,591$577K0.1%N/A0.002%
4/30/2026 Seelaus Asset Management LLC12,580$574K0.4%+4.9%0.002%
4/29/2026 SilverOak Wealth Management LLC171,163$7.81M1.2%+9.6%0.031%
4/29/2026 Axxcess Wealth Management LLC210,199$9.59M0.3%+0.1%0.038%
4/29/2026 Navalign LLC1,030,049$46.99M11.9%+4.0%0.185%
4/29/2026 Armor Investment Advisors LLC83,445$3.81M1.4%+224.1%0.015%
4/29/2026 Clearwave Capital LLC127,605$5.82M4.0%+10.8%0.023%
4/29/2026 Integrated Advisors Network LLC4,565$208K0.0%N/A0.001%
4/29/2026 Strata Wealth Advisors LLC129,850$5.92M1.6%+27.5%0.023%
4/29/2026 Investment Advisory Services Group LLC445,066$20.30M17.7%+5.2%0.080%
4/29/2026 Canvas Wealth Advisors LLC90,568$4.14M0.7%+38.7%0.016%
4/28/2026 Red Mountain Financial LLC79,847$3.64M3.4%-4.6%0.014%
4/28/2026 Fortitude Advisory Group L.L.C.13,567$619K0.3%-96.7%0.002%
4/28/2026 Ascentis Independent Advisors109,674$5.00M0.4%+63.7%0.020%
4/28/2026 Berger Financial Group Inc46,345$2.11M0.1%+33.0%0.008%
4/28/2026 Wealth Management Resources Inc.662,891$30.24M10.5%+0.9%0.119%
4/28/2026 Bryant Woods Investment Advisors LLC81,148$3.70M1.4%+64.2%0.015%
4/28/2026 Koshinski Asset Management Inc.588,317$26.84M1.7%+12.9%0.106%
4/28/2026 Hunter Associates Investment Management LLC620,232$28.32M3.7%+9.7%0.112%
4/28/2026 WBH Advisory Inc.733,804$33.47M2.5%+3.0%0.132%
4/27/2026 Syntegra Private Wealth Group LLC844,698$38.54M3.7%N/A0.152%
4/27/2026 HB Wealth Management LLC9,320$425K0.0%-4.8%0.002%
4/27/2026 IRON Financial LLC39,465$1.80M0.8%-2.0%0.007%
4/27/2026 Leelyn Smith LLC674,311$30.76M4.3%+7.5%0.121%
4/27/2026 PFG Investments LLC12,678$578K0.0%+12.7%0.002%
4/27/2026 BIP Wealth LLC15,273$697K0.0%-43.6%0.003%
4/27/2026 Baer Investment Advisory LLC242,177$11.05M1.4%N/A0.044%
4/27/2026 World Investment Advisors397,036$18.11M0.3%+14.0%0.071%
4/27/2026 USAdvisors Wealth Management LLC251,179$11.42M3.8%+3.3%0.045%
4/27/2026 Private Advisor Group LLC1,510,419$68.91M0.3%+4.9%0.272%
4/27/2026 DeDora Capital Inc.571,151$26.06M6.4%-1.7%0.103%
4/27/2026 Trademark Financial Management LLC16,619$758K0.4%+69.4%0.003%
4/27/2026 Sound Income Strategies LLC1,316$60K0.0%+180.6%0.000%
4/25/2026 Axis Wealth Partners LLC147,075$6.71M3.6%+6.4%0.026%
4/25/2026 Clarity Wealth Advisors LLC235,822$10.76M2.2%+10.3%0.042%
4/25/2026 Physician Wealth Advisors Inc.316,985$14.46M2.0%+11.4%0.057%
4/24/2026 Root Financial Partners LLC2,067$94K0.0%+284.9%0.000%
4/24/2026 Capital Asset Advisory Services LLC68,949$3.17M0.1%+7.7%0.012%
4/24/2026 Essex Financial Services Inc.94,253$4.30M0.2%-8.4%0.017%
4/24/2026 Barnes Pettey Financial Advisors LLC69,754$3.18M1.4%+25.5%0.013%
4/24/2026 Essex LLC83,871$3.83M0.7%+890.4%0.015%
4/24/2026 Mitchell Mcleod Pugh & Williams Inc.23,775$1.09M0.2%+5.5%0.004%
4/23/2026 KOM Wealth Management Group LLC14,383$656K0.4%+17.2%0.003%
4/23/2026 Salus Financial Advisors LLC313,851$14.32M8.3%+5.3%0.056%
4/23/2026 Mayflower Financial Advisors LLC6,676$305K0.0%N/A0.001%
4/23/2026 Powell Investment Advisors LLC57,371$2.63M0.9%-4.3%0.010%
4/23/2026 Members Wealth LLC264,915$12.17M6.9%-3.1%0.048%
4/23/2026 OakTrust Wealth Advisors LLC129,763$5.92M5.4%+6.1%0.023%
4/23/2026 Spinnaker Trust34,564$1.58M0.1%-73.2%0.006%
4/23/2026 Intrua Financial LLC112,665$5.14M0.5%+29.0%0.020%
4/23/2026 Investment Planning Advisors Inc.373,042$17.02M4.7%+0.9%0.067%
4/23/2026 Barry Investment Advisors LLC128,125$5.87M1.3%+22.6%0.023%
4/23/2026 SageGuard Financial Group LLC5,772$263K0.0%+12.1%0.001%
4/23/2026 Dupree Financial Group LLC13,846$632K0.3%-2.0%0.002%
4/23/2026 Apollon Financial LLC44,002$2.01M0.3%+170.3%0.008%
4/23/2026 Apollon Wealth Management LLC10,289$469K0.0%N/A0.002%
4/23/2026 Pasadena Private Wealth LLC26,796$1.22M0.2%+234.2%0.005%
4/23/2026 Vicus Capital767,829$35.03M2.6%+4.7%0.138%
4/23/2026 Riverbend Wealth Management LLC44,499$2.03M1.2%+3.2%0.008%
4/22/2026 Patriot Financial Group Insurance Agency LLC18,730$854K0.0%+98.2%0.003%
4/22/2026 Janney Montgomery Scott LLC184,485$8.42M0.0%+44.3%0.033%
4/22/2026 Cornerstone Wealth Group LLC369,509$16.96M1.1%+11.9%0.066%
4/22/2026 Onyx Bridge Wealth Group LLC120,076$5.48M0.6%-0.4%0.022%
4/22/2026 Traveka Wealth LLC21,891$999K0.4%-30.2%0.004%
4/22/2026 Rooted Wealth Advisors Inc.254,617$11.72M3.0%-0.2%0.046%
4/22/2026 Mayfair Advisory Group LLC190,368$8.69M3.0%+1.0%0.034%
4/22/2026 Merkkuri Wealth Advisors LLC169,808$7.75M5.1%-2.1%0.031%


FBND Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FBND shares?

During the previous two years, 828 institutional investors and hedge funds held shares of Fidelity Total Bond ETF. The most heavily invested institutionals were Northwestern Mutual Wealth Management Co. ($4.26B), Morgan Stanley ($1.60B), Bank of America Corp DE ($599.03M), FMR LLC ($577.26M), JPMorgan Chase & Co. ($532.88M), Sagespring Wealth Partners LLC ($468.74M), and LPL Financial LLC ($432.18M).Learn more on Fidelity Total Bond ETF's institutional investors.

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

Of the 789 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: Northwestern Mutual Wealth Management Co. ($19.24M), Sagespring Wealth Partners LLC ($10.18M), JPMorgan Chase & Co. ($8.40M), Dynasty Wealth Management LLC ($7.54M), Quotient Wealth Partners LLC ($6.50M), Raymond James Financial Inc. ($6.19M), and Morgan Stanley ($4.83M).

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

Institutional investors have bought a total of 128,553,643 shares in the last 24 months. This purchase volume represents approximately $5.91B in transactions.

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

Of the 295 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: Northwestern Mutual Wealth Management Co. ($89.39M), RFG Advisory LLC ($3.85M), Creative Planning ($3.50M), JPMorgan Chase & Co. ($1.48M), Jane Street Group LLC ($1.06M), Thrivent Financial for Lutherans ($1.00M), and Cetera Investment Advisers ($750.78K).

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

Institutional investors have sold a total of 112,906,099 shares in the last 24 months. This volume of shares sold represents approximately $5.19B in transactions.



This page (NYSEARCA:FBND) was last updated on 5/5/2026 by MarketBeat.com Staff.
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