FBND Institutional Ownership
Fidelity Total Bond ETF
1W: -0.8%
1M: -3.1%
3M: -4.8%
YTD: -5.4%
1Y: -5.9%
3Y: +10.2%
5Y: -4.3%
$43.28
-0.08 (-0.18%)
Weekly Expected Move ±0.8%
$43
$43
$43
$44
$44
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FBND
836
Institutional Holders
+38 vs prior quarter
0.0%
Ownership
+0.00pp
22B
Total Invested
88
New Positions
458
Increased
231
Reduced
42
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (876 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 101,656,759 | 4.4B | +5,802,903 | +6.1% | 17Q | SEC ↗ |
| 2 | MORGAN STANLEY | 36,816,208 | 1.6B | +1,325,423 | +3.7% | 41Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 15,740,788 | 681M | +1,033,950 | +7.0% | 15Q | SEC ↗ |
| 4 | FMR LLC | 15,305,769 | 662M | +825,916 | +5.7% | 15Q | SEC ↗ |
| 5 | JPMORGAN CHASE & CO | 13,982,930 | 605M | +743,813 | +5.6% | 44Q | SEC ↗ |
| 6 | LPL Financial LLC | 13,045,220 | 565M | +2,416,935 | +22.7% | 37Q | SEC ↗ |
| 7 | Dynasty Wealth Management, LLC | 10,970,047 | 475M | +759,498 | +7.4% | 9Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 9,016,360 | 390M | +1,185,264 | +15.1% | 7Q | SEC ↗ |
| 9 | Modern Wealth Management, LLC | 8,110,234 | 351M | +3,094,581 | +61.7% | 7Q | SEC ↗ |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 8,059,617 | 349M | +587,351 | +7.9% | 32Q | SEC ↗ |
| 11 | Cetera Investment Advisers | 7,296,054 | 316M | +494,921 | +7.3% | 21Q | SEC ↗ |
| 12 | COUNTRY TRUST BANK | 6,857,648 | 297M | +114,071 | +1.7% | 26Q | SEC ↗ |
| 13 | UBS Group AG | 6,750,589 | 292M | +520,840 | +8.4% | 42Q | SEC ↗ |
| 14 | Quotient Wealth Partners, LLC | 6,729,858 | 291M | +228,574 | +3.5% | 9Q | SEC ↗ |
| 15 | Legacy Wealth Management, LLC | 5,495,432 | 238M | +1,995,732 | +57.0% | 12Q | SEC ↗ |
| 16 | OSAIC HOLDINGS, INC. | 5,491,783 | 238M | +884,737 | +19.2% | 26Q | SEC ↗ |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | 5,113,836 | 221M | +228,394 | +4.7% | 35Q | SEC ↗ |
| 18 | SAX WEALTH ADVISORS, LLC | 4,491,470 | 194M | +492,774 | +12.3% | 10Q | SEC ↗ |
| 19 | ROYAL BANK OF CANADA | 4,397,539 | 190M | +206,486 | +4.9% | 42Q | SEC ↗ |
| 20 | MATHER GROUP, LLC. | 4,110,125 | 178M | -233,990 | -5.4% | 15Q | SEC ↗ |
| 21 | RITHOLTZ WEALTH MANAGEMENT | 4,066,886 | 176M | +61,088 | +1.5% | 12Q | SEC ↗ |
| 22 | Kestra Advisory Services, LLC | 3,994,283 | 173M | +27,759 | +0.7% | 24Q | SEC ↗ |
| 23 | CWM, LLC | 3,864,523 | 167M | +595,649 | +18.2% | 18Q | SEC ↗ |
| 24 | Waverly Advisors, LLC | 3,836,584 | 166M | +3,219,570 | +521.8% | 10Q | SEC ↗ |
| 25 | Capital Analysts, LLC | 3,506,392 | 152M | +353,902 | +11.2% | 23Q | SEC ↗ |
| 26 | Retirement Planning Group, LLC | 3,153,325 | 136M | +309,452 | +10.9% | 18Q | SEC ↗ |
| 27 | Blue Chip Partners, LLC | 3,081,830 | 133M | +102,804 | +3.5% | 13Q | SEC ↗ |
| 28 | SAGESPRING WEALTH PARTNERS, LLC | 3,049,078 | 132M | +377,232 | +14.1% | 7Q | SEC ↗ |
| 29 | Thrivent Financial for Lutherans | 3,036,872 | 131M | +86,602 | +2.9% | 18Q | SEC ↗ |
| 30 | Forvis Mazars Wealth Advisors, LLC | 2,968,727 | 128M | +149,998 | +5.3% | 14Q | SEC ↗ |
| 31 | TruWealth Advisors, LLC | 2,857,865 | 124M | +49,570 | +1.8% | 10Q | SEC ↗ |
| 32 | Focus Partners Wealth | 2,463,277 | 107M | +702,514 | +39.9% | 11Q | SEC ↗ |
| 33 | MML INVESTORS SERVICES, LLC | 2,459,061 | 106M | +299,673 | +13.9% | 32Q | SEC ↗ |
| 34 | McKinley Carter Wealth Services, Inc. | 2,446,971 | 106M | +177,215 | +7.8% | 9Q | SEC ↗ |
| 35 | Summit Financial Strategies, Inc. | 2,384,200 | 103M | +157,574 | +7.1% | 11Q | SEC ↗ |
| 36 | WELLS FARGO & COMPANY/MN | 2,127,446 | 92M | +141,272 | +7.1% | 26Q | SEC ↗ |
| 37 | Octavia Wealth Advisors, LLC | 2,053,945 | 89M | +134,935 | +7.0% | 18Q | SEC ↗ |
| 38 | HighTower Advisors, LLC | 2,007,999 | 87M | +34,028 | +1.7% | 31Q | SEC ↗ |
| 39 | Valeo Financial Advisors, LLC | 1,985,582 | 86M | +51,561 | +2.7% | 8Q | SEC ↗ |
| 40 | Cambridge Investment Research Advisors | 1,812,152 | 78M | +75,904 | +4.4% | 36Q | SEC ↗ |
| 41 | Corient Private Wealth LP | 1,808,251 | 78M | +92,976 | +5.4% | 12Q | SEC ↗ |
| 42 | Falcon Wealth Planning | 1,634,738 | 71M | +129,202 | +8.6% | 10Q | SEC ↗ |
| 43 | PEAPACK GLADSTONE FINANCIAL CORP | 1,602,623 | 69M | +143,429 | +9.8% | 17Q | SEC ↗ |
| 44 | Wealthcare Advisory Partners LLC | 1,565,006 | 68M | +41,007 | +2.7% | 15Q | SEC ↗ |
| 45 | Private Advisor Group, LLC | 1,530,984 | 66M | +20,565 | +1.4% | 34Q | SEC ↗ |
| 46 | Ameritas Advisory Services, LLC | 1,517,610 | 66M | +735,242 | +94.0% | 19Q | SEC ↗ |
| 47 | Ullmann Wealth Partners Group, LLC | 1,482,823 | 64M | +301,845 | +25.6% | 4Q | SEC ↗ |
| 48 | Concurrent Investment Advisors, LLC | 1,435,649 | 62M | +111,744 | +8.4% | 10Q | SEC ↗ |
| 49 | HUB Investment Partners, LLC | 1,421,650 | 62M | +63,621 | +4.7% | 11Q | SEC ↗ |
| 50 | Syntegra Private Wealth Group, LLC | 1,388,561 | 60M | +543,863 | +64.4% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Global Retirement Partners, LLC | 806,651 | 35M |
| Financial & Tax Architects, LLC | 528,955 | 23M |
| GAINLINE FINANCIAL PARTNERS, LLC | 383,552 | 17M |
| J.W. COLE ADVISORS, INC. | 354,540 | 15M |
| Diversify Advisory Services, LLC | 252,758 | 11M |
| 49 WEALTH MANAGEMENT, LLC | 244,333 | 11M |
| ALONGSIDE, LLC | 244,333 | 11M |
| Schuylkill Financial LLC | 215,562 | 9M |
| MCCARTER PRIVATE WEALTH SERVICES LL | 172,299 | 7M |
| BridgePort Financial Solutions, LLC | 141,341 | 6M |
| IFG Advisory, LLC | 132,979 | 6M |
| Wise Wealth Partners | 63,596 | 3M |
| Mission Financial Group, LLC | 57,468 | 2M |
| Providence First Trust Co | 52,102 | 2M |
| RMR Wealth Builders | 45,208 | 2M |
| Indivisible Partners | 39,905 | 2M |
| FIDUCIARY FINANCIAL ADVISORS | 37,751 | 2M |
| LWM Advisory Services, LLC | 30,029 | 1M |
| Veracity Capital LLC | 22,412 | 970K |
| Meadowbrook Advisors Group, LLC | 21,192 | 917K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 788,878 | 34M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 371,856 | 16M |
| CITADEL ADVISORS LLC | 272,762 | 12M |
| Baer Investment Advisory LLC | 242,177 | 10M |
| Ascentis Independent Advisors | 109,674 | 5M |
| ALEXANDER LABRUNERIE & CO., INC. | 79,473 | 3M |
| M Holdings Securities, Inc. | 73,573 | 3M |
| Forthright Family Wealth Advisory L | 62,118 | 3M |
| Compound Planning, Inc. | 32,018 | 1M |
| GREAT VALLEY ADVISOR GROUP, INC. | 28,915 | 1M |
| Independent Advisor Alliance | 25,406 | 1M |
| Modera Wealth Management, LLC | 25,289 | 1M |
| TWO SIGMA SECURITIES, LLC | 21,844 | 945K |
| Founders Financial Alliance, LLC | 21,620 | 936K |
| Gateway Wealth Partners, LLC | 21,582 | 934K |
| COMMONS CAPITAL, LLC | 20,736 | 897K |
| Hilltop Holdings Inc. | 20,088 | 869K |
| Brookwood Investment Group LLC | 17,850 | 773K |
| GOLDMAN SACHS GROUP INC | 16,535 | 716K |
| Elevated Financial Group LLC | 12,218 | 529K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +5,802,903 | +6.1% | 101,656,759 |
| Waverly Advisors, LLC | +3,219,570 | +521.8% | 3,836,584 |
| Modern Wealth Management, LLC | +3,094,581 | +61.7% | 8,110,234 |
| LPL Financial LLC | +2,416,935 | +22.7% | 13,045,220 |
| Legacy Wealth Management, LLC | +1,995,732 | +57.0% | 5,495,432 |
| MORGAN STANLEY | +1,325,423 | +3.7% | 36,816,208 |
| RAYMOND JAMES FINANCIAL INC | +1,185,264 | +15.1% | 9,016,360 |
| BANK OF AMERICA CORP /DE | +1,033,950 | +7.0% | 15,740,788 |
| Landing Point Financial Group, LLC | +1,028,984 | +6899.0% | 1,043,899 |
| OSAIC HOLDINGS, INC. | +884,737 | +19.2% | 5,491,783 |
| Jaffetilchin Investment Partners, L | +830,845 | +18345.0% | 835,374 |
| FMR LLC | +825,916 | +5.7% | 15,305,769 |
| Dynasty Wealth Management, LLC | +759,498 | +7.4% | 10,970,047 |
| JPMORGAN CHASE & CO | +743,813 | +5.6% | 13,982,930 |
| Ameritas Advisory Services, LLC | +735,242 | +94.0% | 1,517,610 |
| Focus Partners Wealth | +702,514 | +39.9% | 2,463,277 |
| CWM, LLC | +595,649 | +18.2% | 3,864,523 |
| ENVESTNET ASSET MANAGEMENT INC | +587,351 | +7.9% | 8,059,617 |
| Syntegra Private Wealth Group, LLC | +543,863 | +64.4% | 1,388,561 |
| UBS Group AG | +520,840 | +8.4% | 6,750,589 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Gallagher Fiduciary Advisors, LLC | -1,954,749 | -96.2% | 76,650 |
| Triad Wealth Partners, LLC | -1,138,892 | -97.8% | 25,469 |
| Allworth Financial LP | -1,031,355 | -78.7% | 279,667 |
| Henderson Brothers Financial Partne | -824,383 | -51.3% | 782,427 |
| NewEdge Advisors, LLC | -618,937 | -48.4% | 659,694 |
| Horizon Investments, LLC | -541,656 | -42.5% | 732,704 |
| Certified Advisory Corp | -486,726 | -95.9% | 20,931 |
| KICKSTAND VENTURES, LLC. | -369,808 | -98.4% | 5,985 |
| Investment Planning Advisors, Inc. | -362,376 | -97.1% | 10,666 |
| Mariner, LLC | -327,237 | -57.9% | 237,965 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | -283,844 | -59.4% | 194,201 |
| MATHER GROUP, LLC. | -233,990 | -5.4% | 4,110,125 |
| KMG FIDUCIARY PARTNERS, LLC | -231,236 | -64.1% | 129,238 |
| OPPENHEIMER & CO INC | -176,934 | -59.8% | 118,913 |
| CPA Asset Management Group, LLC | -142,016 | -21.8% | 508,821 |
| CRA Financial Services, LLC | -130,888 | -71.8% | 51,319 |
| Janney Montgomery Scott LLC | -126,813 | -68.7% | 57,672 |
| PRUDENT INVESTORS NETWORK, INC. | -118,503 | -55.1% | 96,380 |
| RFG Advisory, LLC | -100,355 | -7.9% | 1,163,561 |
| VICTORY FINANCIAL GROUP, LLC | -97,597 | -40.3% | 144,580 |