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Fidelity Total Bond ETF (FBND) Institutional Ownership

Fidelity Total Bond ETF logo
$44.84 -0.14 (-0.31%)
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)
650
Total
Institutional Inflows
(last 12 months)
$5.05B
Number of
Institutional Sellers
(last 12 months)
262
Total
Institutional Outflows
(last 12 months)
$4.92B
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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
7/18/2026 Cary Street Partners Financial LLC45,472$2.07M0.0%+12.6%0.008%
7/18/2026 OLIO Financial Planning1,084,423$49.33M12.2%+6.5%0.181%
7/18/2026 Andrews Advisory Associates LLC556,482$25.31M12.2%+2.6%0.093%
7/18/2026 Centerline Wealth Advisors LLC200,540$9.12M2.9%-14.8%0.033%
7/17/2026 Farther Finance Advisors LLC664,235$30.22M0.2%-4.1%0.111%
7/17/2026 Storen Legacy Partners LLC271,750$12.36M3.4%+16.5%0.045%
7/17/2026 Financial Synergies Wealth Advisors Inc.179,805$8.18M0.7%+10.3%0.030%
7/17/2026 Sensenig Capital Advisors Inc6,266$285K0.3%+7.3%0.001%
7/17/2026 Fairvoy Private Wealth LLC27,699$1.26M0.3%+14.8%0.005%
7/17/2026 Maryland Capital Advisors Inc.823$37K0.0%N/A0.000%
7/17/2026 Benchmark Financial Wealth Advisors LLC30,159$1.37M0.3%+53.2%0.005%
7/17/2026 Seelaus Asset Management LLC10,775$490K0.3%-14.3%0.002%
7/16/2026 Ledyard National Bank5,450$248K0.0%N/A0.001%
7/16/2026 Targeted Financial Services LLC615,521$28M20.7%+15.4%0.104%
7/16/2026 Patriot Financial Group Insurance Agency LLC10,196$464K0.0%-45.6%0.002%
7/16/2026 Certified Advisory Corp20,931$952K0.1%-95.9%0.004%
7/16/2026 Bond & Devick Financial Network Inc.49,478$2.25M0.6%+1.6%0.008%
7/16/2026 Courier Capital LLC344,513$15.67M0.8%+7.1%0.058%
7/16/2026 Mountain Hill Investment Partners Corp.322,348$14.66M8.3%+4.8%0.054%
7/16/2026 Syntegra Private Wealth Group LLC1,388,561$63.17M4.9%+64.4%0.234%
7/15/2026 Fifth Third Securities Inc.100,599$4.58M0.3%+42.2%0.017%
7/15/2026 Mainsail Financial Group LLC19,941$907K0.3%-69.6%0.003%
7/15/2026 Milestone Asset Management LLC10,747$489K0.1%+39.8%0.002%
7/15/2026 Unique Wealth Strategies LLC323,842$14.73M5.4%+8.4%0.055%
7/15/2026 Brookstone Capital Management894,979$40.71M0.4%+7.0%0.151%
7/15/2026 Walker Financial Services Inc.92,048$4.19M1.3%-20.6%0.015%
7/15/2026 Signature Estate & Investment Advisors LLC7,559$344K0.0%N/A0.001%
7/15/2026 XY Planning Network Inc.72,939$3.32M0.4%+4.1%0.012%
7/15/2026 Triangle Securities Wealth Management113,168$5.15M1.0%+9.1%0.019%
7/15/2026 Octavia Wealth Advisors LLC2,053,945$93.78M8.1%+7.0%0.346%
7/14/2026 Jeter Robert S II141,085$6.38M6.1%+2.1%0.024%
7/14/2026 Clearview Wealth Management LLC123,015$5.60M3.6%-1.4%0.021%
7/14/2026 Cadent Capital Advisors LLC4,649$211K0.0%-63.2%0.001%
7/14/2026 Plus Group Wealth Advisors LLC9,070$413K0.4%-9.6%0.002%
7/14/2026 Genesis Private Wealth LLC328,860$14.96M4.2%+4.9%0.055%
7/14/2026 DeDora Capital Inc.577,902$26.29M5.7%+1.2%0.097%
7/13/2026 Falcon Wealth Planning1,634,738$74.36M4.7%+8.6%0.275%
7/13/2026 ETF Portfolio Partners Inc.399,567$18.18M4.3%+9.1%0.067%
7/13/2026 CGC Financial Services LLC12,903$587K0.1%+29.8%0.002%
7/13/2026 Buttonwood Financial Advisors Inc.426,451$19.40M5.9%+4.7%0.072%
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7/10/2026 Insight Wealth Strategies LLC24,378$1.11M0.1%+3.9%0.004%
7/10/2026 Canvas Wealth Advisors LLC64,811$2.96M0.4%-28.4%0.011%
7/10/2026 Rise Advisors LLC573,804$26.10M7.3%+73.8%0.098%
7/10/2026 Scott Capital Advisors LLC722,949$32.89M5.2%+83.9%0.123%
7/10/2026 KMG Fiduciary Partners LLC129,238$5.88M0.5%-64.1%0.022%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors508,997$23.15M2.6%+36.0%0.087%
7/10/2026 Community Financial Services Group LLC709$32K0.0%N/A0.000%
7/10/2026 Wealthcare Advisory Partners LLC1,565,006$71.19M1.3%+2.7%0.267%
7/9/2026 First Bank & Trust42,396$1.93M0.3%+26.5%0.007%
7/9/2026 Centurion Wealth Management LLC33,686$1.53M0.4%-10.1%0.006%
7/9/2026 CPA Asset Management Group LLC508,821$23.15M6.7%-21.8%0.087%
7/9/2026 Barry Investment Advisors LLC175,149$8.00M1.7%+36.7%0.030%
7/9/2026 World Equity Group Inc.19,037$866K0.2%+9.2%0.003%
7/9/2026 Professional Financial Advisors LLC60,375$2.75M0.5%+6.2%0.010%
7/9/2026 Focus Financial Network Inc.10,023$458K0.0%-17.0%0.002%
7/9/2026 Legacy Wealth Management LLC5,495,432$249.99M13.1%+57.0%0.938%
7/9/2026 Capital Wealth Management LLC663,628$30.19M7.3%+6.1%0.113%
7/9/2026 Kastel Capital Advisors LLC483,888$22.08M13.1%+11.0%0.083%
7/9/2026 Sax Wealth Advisors LLC4,491,470$204.90M7.6%+12.3%0.767%
7/9/2026 Breakwater Capital Group9,876$449K0.1%+3.4%0.002%
7/9/2026 Sunburst Financial Group LLC1,190,025$54.13M8.8%+3.8%0.203%
7/9/2026 Valeo Financial Advisors LLC1,985,582$85.33M1.7%+2.7%0.339%
7/9/2026 Worth Asset Management LLC36,576$1.66M0.5%+21.0%0.006%
7/8/2026 Williams & Novak LLC202,552$9.21M6.1%-14.1%0.035%
7/8/2026 Chesley Taft & Associates LLC120,215$5.47M0.2%+3.1%0.021%
7/8/2026 First Heartland Consultants Inc.12,846$584K0.0%-22.7%0.002%
7/8/2026 Sonoma Allocations LLC203,946$9.27M3.5%+5.3%0.035%
7/8/2026 TrueWealth Advisors LLC616,590$28.05M6.3%+2.0%0.105%
7/8/2026 Cooper Financial Group166,592$7.58M0.6%-10.5%0.028%
7/8/2026 Meriwether Wealth & Planning LLC402,883$18.33M9.1%+1.8%0.069%
7/8/2026 Apella Capital LLC273,252$12.38M0.2%+11.0%0.047%
7/8/2026 Midwest Financial Network LLC23,425$1.07M0.7%+112.4%0.004%
7/7/2026 Fermata Advisors LLC4,403$200K0.0%-7.3%0.001%
7/7/2026 Post Resch Tallon Group Inc.22,522$1.03M0.7%-1.1%0.004%
7/7/2026 Quad Cities Investment Group LLC130,495$5.94M2.1%+4.2%0.022%
7/7/2026 Dynamic Advisor Solutions LLC1,095,153$49.82M1.4%+13.1%0.187%
7/7/2026 Legacy Solutions LLC59,565$2.71M2.2%+8.1%0.010%
7/7/2026 CGN Advisors LLC18,717$851K0.1%+1.9%0.003%
7/7/2026 CoreCap Advisors LLC24,795$1.13M0.0%+10.7%0.004%
7/6/2026 Bangor Savings Bank48,039$2.19M0.2%+8.7%0.008%
7/6/2026 RDA Financial Network128,789$5.86M1.3%+10.4%0.022%
7/6/2026 Dogwood Wealth Management LLC449,753$20.46M8.1%+10.2%0.077%
7/2/2026 Box Hill Private Wealth LLC25,240$1.15M0.9%-7.8%0.004%
6/18/2026Western Wealth Management LLC2,745$125K0.0%N/A0.000%
6/4/2026 Midwest Financial Network LLC11,029$503K0.4%N/A0.002%
6/3/2026Parallel Advisors LLC137,807$6.29M0.1%-4.8%0.025%
6/3/2026NewEdge Advisors LLC1,278,631$58.33M0.2%+4.4%0.228%
6/1/2026Keel Point LLC12,363$564K0.0%+104.4%0.002%
5/29/2026 Ipsen Advisor Group LLC105,919$4.83M3.4%+4.0%0.019%
5/29/2026Immaculate Wealth Management LLC10,755$491K3.9%N/A0.002%
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5/28/2026Cozad Asset Management Inc.63,132$2.88M0.2%-0.4%0.011%
5/27/2026 Allen Capital Group LLC109,695$5.00M0.4%+0.9%0.020%
5/22/2026WNY Asset Management LLC207,556$9.47M1.0%N/A0.037%
5/22/2026Access Investment Management LLC9,455$431K0.1%N/A0.002%
5/20/2026Cadia Private Client LLC103,489$4.72M3.8%+1.5%0.018%
5/20/2026Arete Wealth Advisors LLC787,482$35.95M2.2%+36.0%0.141%
5/20/2026Leigh Baldwin & CO. LLC90,051$4.11M2.7%+14.9%0.016%
5/19/2026Western Wealth Management LLC2,745$125K0.0%N/A0.000%
5/19/2026Mascagni Wealth Management Inc.63,058$2.88M2.0%-2.0%0.011%
5/19/2026 Sonoma Allocations LLC193,762$8.86M3.1%-3.0%0.035%


FBND Institutional Ownership - Frequently Asked Questions

During the previous two years, 839 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 ($670.93M), 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.

Of the 801 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), Raymond James Financial Inc. ($6.19M), Quotient Wealth Partners LLC ($5.52M), and Morgan Stanley ($4.83M).

Institutional investors have bought a total of 109,874,959 shares in the last 24 months. This purchase volume represents approximately $5.05B in transactions.

Of the 257 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), Creative Planning ($3.50M), JPMorgan Chase & Co. ($1.48M), Jane Street Group LLC ($1.06M), Thrivent Financial for Lutherans ($1.00M), Cetera Investment Advisers ($750.78K), and Capital Analysts LLC ($525.09K).

Institutional investors have sold a total of 106,901,887 shares in the last 24 months. This volume of shares sold represents approximately $4.92B in transactions.



This page (NYSEARCA:FBND) was last updated on 7/30/2026 by MarketBeat.com Staff.
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