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Fidelity Total Bond ETF (FBND) Institutional Ownership

Fidelity Total Bond ETF logo
$45.29 -0.17 (-0.37%)
As of 04:00 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
660
Total
Institutional Inflows
(last 12 months)
$5.24B
Number of
Institutional Sellers
(last 12 months)
283
Total
Institutional Outflows
(last 12 months)
$5.13B
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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
7/7/2026Legacy Solutions LLC59,565$2.71M2.2%+8.1%0.010%
7/7/2026CGN Advisors LLC18,717$851K0.1%+1.9%0.003%
7/7/2026CoreCap Advisors LLC24,795$1.13M0.0%+10.7%0.004%
7/6/2026Bangor Savings Bank48,039$2.19M0.2%+8.7%0.008%
7/6/2026RDA Financial Network128,789$5.86M1.3%+10.4%0.022%
7/6/2026Dogwood 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%
6/4/2026Midwest 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%
5/29/2026Ipsen Advisor Group LLC105,919$4.83M3.4%+4.0%0.019%
5/29/2026Immaculate Wealth Management LLC10,755$491K3.9%N/A0.002%
5/28/2026Cozad Asset Management Inc.63,132$2.88M0.2%-0.4%0.011%
5/27/2026Allen 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%
5/19/2026Sonoma Allocations LLC193,762$8.86M3.1%-3.0%0.035%
5/19/2026Eley Financial Management Inc45,864$2.09M0.7%+1.2%0.008%
5/19/2026Cornerstone Wealth LLC TN111,058$5.09M2.9%N/A0.020%
5/19/2026NewEdge Advisors LLC921,641$42.05M0.8%-24.7%0.164%
5/19/2026Bank of America Corp DE14,706,838$670.93M0.0%+6.3%2.625%
5/19/2026Alexander Labrunerie & CO. Inc.79,473$3.63M1.4%-1.0%0.014%
5/19/2026Graney & King LLC315,006$14.37M7.7%+4.5%0.056%
5/19/2026Centaurus Financial Inc.529,510$24.16M1.1%+21.1%0.095%
5/19/2026Arkadios Wealth Advisors1,223,952$55.84M0.9%+21.7%0.218%
5/19/2026Arete Wealth Advisors LLC787,482$35.95M2.5%+36.0%0.141%
5/18/2026Sunbelt Securities Inc.12,055$550K0.0%-25.0%0.002%
5/18/2026Talon Private Wealth LLC4,463$204K0.0%N/A0.001%
5/18/2026Royal Bank of Canada4,191,053$191.20M0.0%+4.7%0.748%
5/18/2026Eley Financial Management Inc46,676$2.13M0.8%+3.0%0.008%
5/18/2026Envision Financial Planning LLC560,272$25.56M9.2%+12.5%0.100%
5/15/2026Gateway Wealth Partners LLC21,582$985K0.0%+102.7%0.004%
5/15/2026Wealth Watch Advisors INC29,715$1.36M0.6%+18.1%0.005%
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5/15/2026Blue Chip Partners LLC2,979,026$135.90M9.8%+3.7%0.532%
5/15/2026Everest Financial Group LLC4,665$213K0.0%N/A0.001%
5/15/2026Mustico Financial Group Inc.262,336$12.05M7.4%+31.3%0.047%
5/15/2026Waverly Advisors LLC617,014$28.15M0.2%+4.3%0.110%
5/14/2026Sentinel Advisory Group LLC146,305$6.67M3.3%N/A0.026%
5/14/2026Renaissance Technologies LLC229,100$10.45M0.0%+107.7%0.041%
5/14/2026Modern Wealth Management LLC5,015,653$228.76M3.9%+38.3%0.895%
5/14/2026Dickmeyer Boyce Financial Management Inc.241,396$11.01M6.5%N/A0.043%
5/14/2026Lido Advisors LLC43,578$2.00M0.0%N/A0.008%
5/13/2026Cetera Investment Advisers6,801,133$310.27M0.3%+15.9%1.214%
5/13/2026Wealthspire Retirement LLC677,767$30.92M1.9%+5.3%0.121%
5/13/2026Signature Equity Partners LLC4,739$216K0.1%+5.4%0.001%
5/13/2026NewEdge Wealth LLC261,847$11.95M0.1%+92.3%0.047%
5/12/2026Insight Advisors LLC PA17,988$821K0.2%+1.6%0.003%
5/8/2026PNC Financial Services Group Inc.2,433$111K0.0%+1,098.5%0.000%
5/7/2026Legacy Wealth Managment LLC ID2,891$132K0.1%N/A0.001%
5/7/2026Scarborough Advisors LLC6,731$307K0.0%N/A0.001%
5/7/2026Parallel Advisors LLC137,807$6.29M0.1%-4.8%0.025%
5/7/2026Resolute Wealth Strategies LLC251,544$11.48M5.0%+0.7%0.045%
5/7/2026Regimen Wealth LLC575,558$26.26M7.7%+14.1%0.103%
5/7/2026World Equity Group Inc.17,434$795K0.2%+9.7%0.003%
5/7/2026Valley Wealth Managers Inc.72,591$3.31M0.2%+15.7%0.013%
5/6/2026Annis Gardner Whiting Capital Advisors LLC4,213$192K0.0%+34.9%0.001%
5/6/2026Cornerstone Planning Group LLC1,086$49K0.0%-87.2%0.000%
5/6/2026Juno Financial Group LLC496,414$22.65M8.9%+22.4%0.089%
5/6/2026Assetmark Inc.26,333$1.20M0.0%+1.8%0.005%
5/6/2026Gould Asset Management LLC CA9,745$445K0.1%-20.4%0.002%
5/6/2026Bessemer Group Inc.8,465$386K0.0%N/A0.002%
5/6/2026Independent Financial Group LLC27,950$1.28M0.0%N/A0.005%
5/6/2026Prosperity Consulting Group LLC128,550$5.86M0.3%+11.0%0.023%
5/6/2026CPA Asset Management Group LLC650,837$29.69M10.0%-4.3%0.116%
5/6/2026Dahring Cusmano LLC81,497$3.72M2.3%-65.5%0.015%
5/6/2026W.G. Shaheen & Associates DBA Whitney & Co819,204$37.37M3.1%+5.2%0.146%
5/5/2026D.A. Davidson & CO.365,111$16.66M0.1%+7.7%0.065%
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%
5/5/2026Sigma Planning Corp170,652$7.79M0.2%+2.6%0.030%
5/5/2026Nwam LLC55,889$2.55M0.1%+7.2%0.010%
5/5/2026Fell Capital Management ADV30,554$1.39M1.3%+95.1%0.005%
5/4/2026Riverpoint Wealth Management Holdings LLC522,603$23.84M5.1%+7.9%0.093%
5/4/2026AMG National Trust Bank15,444$705K0.0%+4.7%0.003%
5/4/2026Retirement Planning Group LLC2,843,873$129.74M4.0%+14.2%0.508%
5/4/2026Bleakley Financial Group LLC902,747$41.18M0.6%+3.1%0.161%
5/4/2026Archer Investment Corp2,216$101K0.0%+17.2%0.000%
5/4/2026NWF Advisory Services Inc.24,672$1.13M0.1%+34.6%0.004%
5/4/2026Uptick Partners LLC85,039$3.88M0.8%+27.8%0.015%
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5/2/2026Diversify Wealth Management LLC247,046$11.24M0.2%+35.5%0.044%
5/2/2026Valmark Advisers Inc.405,292$18.49M0.2%+7.7%0.072%
5/2/2026Pittenger & Anderson Inc.425,942$19.43M0.8%+216.2%0.076%
5/2/2026Carnegie Investment Counsel119,431$5.45M0.1%-5.4%0.021%
5/1/2026Midwest Trust Co4,493$205K0.0%N/A0.001%
5/1/2026Fifth Third Bancorp164,356$7.50M0.0%+9,573.7%0.029%
5/1/2026Summit Financial Strategies Inc.2,226,626$101.58M8.0%+6.5%0.397%
5/1/2026Sachetta LLC195,750$8.93M4.8%+3.8%0.035%
5/1/2026Simplicity Wealth LLC78,933$3.60M0.2%+25.7%0.014%
5/1/2026Sequoia Financial Advisors LLC59,235$2.70M0.0%-17.8%0.011%


FBND Institutional Ownership - Frequently Asked Questions

During the previous two years, 840 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), Quotient Wealth Partners LLC ($6.50M), Raymond James Financial Inc. ($6.19M), and Morgan Stanley ($4.83M).

Institutional investors have bought a total of 114,013,757 shares in the last 24 months. This purchase volume represents approximately $5.24B in transactions.

Of the 281 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).

Institutional investors have sold a total of 111,442,577 shares in the last 24 months. This volume of shares sold represents approximately $5.13B in transactions.



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